November 2025 Updates

🆕 Multi-Payment & Financing Enhancements

◾Enabled multiple deposit payments for Quotes and Proposals.

◾Added monthly installment calculation for custom financing.

◾Introduced loan promo custom financing APIs.

◾Added Consumer Financing Provider support.

🆕 Project & Financial APIs

◾Added Project Finance Stats API.

◾Enabled sorting projects by project_start_date and project_value.

◾Added Job Estimated Profit API.

🆕 Audit & Security

◾Added Audit Logs for Settings and additional CRUD operations.

◾Added session logs for SSO login and password change events.

🆕 Measurement & Integrations

◾Introduced Measurement Provider – EagleView Integration APIs.

◾Added updates to EagleView available products endpoints.

⭐ Profitability & Pricing

◾Improved profit margin calculations for rollup bundle products.

◾Added consider_profitability support in Product Group APIs.

◾Enhanced job profitability logic using calculate_job_revenue_from.

⭐ Proposal & Public Page

◾Multiple updates to Proposal Public Page, including layout fixes and alignment improvements.

◾Added preferred proposal presentation style at company level.

⭐ Layout & PDF Builder

◾Multiple Layout Template updates, fixes, and performance improvements.

◾Enhanced PDF Builder with proposal present APIs and performance tuning.

⭐ Dispatch & Routing

◾Enhanced Dispatch Assistance APIs with fixes and optimizations.

◾Improved route cloning, trimming, and recurring route stability.

◾Fixed dispatch board behavior and latest PO status mapping.

⭐ Payments & Finance

◾Added check_number support in payment payloads.

◾Gated check payments for Stripe customers.

◾Improved estimate finance handling and payment flows.

⭐ Search, Filters & APIs

◾Added preferred_timezone support in v3 filter endpoints.

◾Improved Meta, Kanban, and Count APIs.

◾Added GET Teams API and improved team support in service tasks.

⭐ Notes & Activities

◾Enhanced Job Notes title and body.

◾Improved activity logging and increased activity count limit to 100.

◾Added project association handling in notes.

⭐ General Improvements

◾Locale updates, company policy handling for PWA.

◾Improved Timesheet APIs (duplicates handling, stability).

◾Refactored redundant code for better maintainability.

🐞 Numerous bug fixes, performance optimizations, and stability improvements for a more robust and reliable experience.