The updated location details view provides a cleaner layout and better organization, allowing you to access key information and actions much more quickly.
A newly added copy rate assignment tab is now available further down the page under the management tools section.
Improvements:
Key location information and primary action buttons are now efficiently organized on the left side of the page for quicker access.
A simplified view for contacts, tickets, work orders, assets, and inventory is now displayed on the right side of the screen.
Notes and attachments are now relocated to the upper section of the page to ensure easier access.
Documentation and reports are now centrally located on the interface for improved visibility.
Bug Fixes:
General interface refinements are now included to ensure a smoother user experience.
Contractors & Vendor Users
Export All Work Orders in One Click
Last updated
June 9, 2026
The new multi-status filtering and export options allow you to generate comprehensive work order reports in a single step.
#Work Order
See what's new!
Export All Work Orders in One Click
New Features:
The export menu now includes a option to select all work orders across current, previous, and completed jobs based on available records.
A new selection interface allows you to choose specific multiple statuses to include in a single export file.
Improvements:
Updated filtering workflows now eliminate the need to generate separate export files for each individual work order status.
Contractor users can now view and report on their work orders more efficiently without managing multiple documents.
Bug Fixes:
General interface refinements are now included to ensure a smoother user experience.
Standard Users
Set Up Default Internal Technicians by Location & Trades
Last updated
June 8, 2026
Streamline your dispatching workflow by easily prioritizing internal technicians for specific locations and trades.
#Locations
#Settings
See what's new!
Set Up Default Internal Technicians by Location & Trades
New Features:
You can now enable default internal technicians within your company settings to automatically surface your preferred personnel.
You can now define specific work order priorities, such as P1 through P4 or schedule, to customize when the default technician rules apply.
Improvements:
The user interface has been updated so that the default internal technician automatically appears at the top of the contractor selection list for matching work orders.
The updated setup process allows for straightforward configuration of role assignments directly within individual location tabs.
Bug Fixes:
General interface refinements are now included to ensure a smoother user experience.
Standard Users
Location Users
Faster Invoice Processing with Itemized Invoice
Last updated
June 7, 2026
The itemized invoice submission interface provides greater visibility into labor and material costs while ensuring a faster and smoother data entry process.
#Invoice
See what's new!
Faster Invoice Processing with Itemized Invoice
New Features:
The interface now includes dedicated fields to break down specific charges for tax and labor calculations.
Users can now upload and review digital invoice documents directly alongside the tracking fields.
Improvements:
Labor and materials tracking has been updated to offer a more descriptive, side-by-side format within the dashboard.
Workflow fields are now structured to automatically extract and format data from uploaded files while still allowing manual user adjustments with the cursor.
Bug Fixes:
General interface refinements are now included to ensure a smoother user experience.
Standard Users
Save Time with Location-to-Location Contractor Copying
Last updated
June 4, 2026
Streamline your data management by effortlessly copying rates and contractor assignments between different business locations.
#Locations
#Settings
See what's new!
Save Time with Location-to-Location Contractor Copying
New Features:
Users can now enable a toggle in the contractor settings tab to allow copying rates and contractor assignments between separate locations.
A new Copy Rate Assignments tool is updated at the bottom of each location page to open a designated workspace for transferring data.
Users can now select a specific source location from a dropdown menu using a mouse to copy over exact rates and configurations.
Options are now available to choose whether the system should overwrite existing assignments or skip trades that already have active configurations.
Improvements:
System navigation is updated to reduce manual data replication across multiple chain stores.
Interface configurations are now streamlined to ensure consistent contractor priorities and rates across various facility locations.
Bug Fixes:
General interface refinements are now included to ensure a smoother user experience.
Standard Users
Invoice Approvals Just Got Faster
Last updated
May 30, 2026
Managing and approving invoices is now faster and more intuitive with our latest interface update.
#Invoice
See what's new!
Invoice Approvals Just Got Faster
New Features:
Users can now approve or reject invoices individually with a single click directly from the main list.
A new bulk selection tool allows users to approve or reject multiple invoices simultaneously.
An updated filter button enables users to sort invoices by risk level for more efficient prioritization.
Enhanced export options now provide the ability to download invoice data as either Excel or PDF files.
Improvements:
The updated interface streamlines the navigation process by centralizing all approval actions on one screen.
Refined table layouts provide better visibility for key data points like contractor details and invoice amounts.
Bug Fixes:
General interface refinements are now included to ensure a smoother user experience.
