What's New

AI can now extract cost document information from upload

5 Day view of the diary on mobile devices

Ability to configure appointment time displayed in the customer portal to Morning/Afternoon/Day

Add “Copy” functionality to site address and post code in appointments

Add “Copy” functionality to sites tab in contact record

Add “Copy” functionality to projects

Remember hide messages option for projects

Change to priced item data structure that will massively reduce the load on devices, especially for bigger companies

Changes to Outstanding Payment Report

New site selector that will decrease app strain on devices

Redesign of payment summary box on invoices

Sync indicator for pending images and photos

Ability to hide inactive users in the diary with a filter

Ability to zoom images on mobile

Number of days for invoice and quote chasing can be customised for each document

Add “Created by user” column to the payment report

New: Individual Chimney Sweeping Certificate

Increased pesticide database to over 100 items

Add “Yellow” to custom certificate colour options

On mobile, “Please wait” dialog will keep loading if you try to upload images and the internet connection is blocked or too slow

Issue with the duplicated user profile

Timings are now incorrect after BST

Permissions issue: The new “add document” button in the appointment also allows a restricted user access to project information

Appointments un-assign if you delete a user

Issue with Xero payment date logic being date-of-sync

Quote chasing reminder going to the invoicing contact

Appointment reminder text not sending time

The invoice due date cannot be set to 0 days

CIS does not appear when we convert Quotes to Sales Invoices

If you edit CIS value manually, the estimated CIS will not update correctly on Document Preview or PDF version

Previously bundled images may appear broken when offline

Auto-complete results on price item can overlap

Quick Expense/Supplier VAT rate rounds up third decimals, which is inconsistent with the rest of the system

Add missing details to the Mobile Catering Vehicle/Trailer Safety Record

Redirection issue – Going to a project from an appointment diverts you to the home screen when trying to return to the appointment

Converting a cost to a sales document will show the supplier name on it and not the customer name

Document status appears as Paid if its total is 0

MTD IT base functionality

MTD IT Category changes

MTD IT Journals and UK Rentals

PDF upload for supplier invoices and expenses

Improve category handling with relation to CIS

MTD IT Foreign Property

Fix to message queue to prevent service reminders failing

Fix for broken “Supplier invoice number” page

MTD IT Phase 1

Multiple adjustments to prevent further downtime

Change to Appsflyer for Google Ads

Certificate data reverts

Issue with line break on documents

New text editor breaks by letter instead of the whole word

UAC permission “View appointment Value” does not work as expected

“Show/Hide Message” button default re-set to off

Uploading image fails on iOS

Import worker re-processes messages infinitely

Appointment reminders can be sent out 100 times

New UAC: “Can view message contents”

Time machine functionality broken

Amount Due on Documents

Part Invoicing

Contact record details can now be copied

AI Write Functionality – Premium-only Beta Preview

New Text Editor

Make all document templates customisable

New “Cost Price” and “Item (ex VAT)” display on priced item box in project

Default option of Grand total on documents with multiple priced items

Add new “Add Document” option to appointment

Increase character limit on priced item lines and product catalogue

Increase character limit on Job completion form

200 circuits and 40 DBs on electrical certificates

Mass create circuits on electrical certificates

Reorder functionality for circuits in electrical certificates

Hide certificate category when all off

AI write functionality on certificate Notes pages

Repeated invoice parent can not be downloaded

Deactivating users unassigns appointments

Xero disconnection issue

Wrong customer in notifications

Cost document payments do not have a customisable message template

Chargebee callbacks fail if email has upper case

Engineers are able to view pricing through message contents

Issue with the default timezone used in the US country

Android push notifications not displaying all data

When you edit a product, the product link will convert to lowercase

Existing repeated invoice parent can not be downloaded

When updating an appointment from exact time/date to unplanned, the workflow does not update

Invoice reminder description wording change

Non-UK customers could not receive SMS

Filter resets in the project timeline

User profile colours do not match

Correct address order in SMS

Holiday/Sickness Diary entries disappear when filters are applied

Site Address appears in SMS and Email sent to the customer even when they do not have a site address

Appointment reminder should not send for deleted appointments

Some accounts never log in due to document table download issues

Revert previous pricing display change

CPH issue with iOS Search

Data goes missing on iOS

AWS changes required to the Lambda function URLs

Workflow for Appointment Reminders remains enabled if you delete the appointment

Mobile image upload issue

Updating appointment date does not update reminder’s date in workflow

Recurring invoices

Selecting and uploading multiple images at once from mobile apps

Auto allocate recurring appointments

Expand appointment reminders to allow 2 or more

MTD for IT – Phase 1

New: Extended Gas Safety Record

New: Multiple Chimney Sweeping Certificate

New: Chimney Sweep Warning Notice

16 new pesticides added

Job Completion forms and Customisable Questionnaire forms can now be signed by the Engineer and Customer

Ability to reorder and set new default when using multiple certificate logos

Enable cert reminders by default for Gas Service/Maintenance Checklist for new companies

Increase character limit for Serial Number on Air Source Heat Pump Servicing Certificate

Increase character limit for Fault loop impedance on Commercial Electrical Installation Certificate

Add “Bird” and “Other” options to Extended Pest Control Inspection Report

Increase “Model” field character limit on gas certs

Remove duplicate insecticides from Pest Control Inspection Report and Extended Pest Control Inspection Report

Appointments for inactive users do not display in the diary

Recipient info can be incorrectly displayed in project message contents

Prevent sites from becoming extra main contacts

New Appointment Button returned to contact record

Saving general settings disables google calendar sync

Arrival/Departure Time is displayed wrong on the Certificate Print version

New validation on Edit Certificate number to stop someone setting an insanely huge number

Invalid email address in a site does not throw any validation error

Project content archiving worker is not working

Make email sending more fault-tolerant

Update Twilio config to drop the US number