Stay updated with new features, improvements, and how they affect your workflow.
Pinned post
Enhanced Contractor Interface
Last updated Feb 19, 2026
We’ve updated your Work Order View to make managing tasks faster and more intuitive.
IMPROVED
New Features:
Work order options are now centralized into a single category to streamline management tasks.
The updated locations list includes an action button for immediate access to viewing or editing details.
Email addresses for contractors are now visible directly within the list view to facilitate faster contact.
Improvements:
The navigation bar now uses a grouped layout to help locate specific pages without extensive scrolling.
All inspection categories are consolidated into one updated dropdown menu for simplified access.
Bug Fixes:
General interface refinements are now included to ensure a smoother user experience.
Latest posts
From Check-Out to Quote Submission
Last updated July 2, 2026
Managing additional project expenses is now more efficient with an integrated checkout and quote submission workflow.
NEW
New Features:
A dedicated quote entry view now allows users to input proposed costs and quickly attach supporting PDF documents.
Improvements:
The work order checkout process has been updated to seamlessly transition tasks to a need to quote status when extra repairs are required beyond the original scope.
Bug Fixes:
General interface refinements are now included to ensure a smoother user experience.
Manage Work Orders on Mobile: Accept, Check In & Check Out
Last updated June 30, 2026
The newly streamlined mobile workflow allows field technicians to easily manage their assignments from anywhere.
NEW
New Features:
A dedicated mobile interface now provides quick access to check in and check out functionalities directly from the work order view.
Technicians can now seamlessly input an estimated time of arrival during the work order acceptance step.
Improvements:
Navigating between work order details and the actions panel is updated to be more intuitive on smaller screens.
The summary menu has been redesigned to allow effortless switching between different work order actions and timelines.
Bug Fixes:
General interface refinements are now included to ensure a smoother user experience.
Upload Photos & Files to Work Orders from Your Phone
Last updated June 27, 2026
Managing work orders on the go is now easier with the ability to upload files and photos directly from your mobile device.
NEW
New Features:
An updated attachment utility now allows users to capture new photos or upload existing files directly from their mobile device.
Improvements:
The work order summary interface is now optimized for mobile screens to provide streamlined navigation to the attachments menu.
Bug Fixes:
General interface refinements are now included to ensure a smoother user experience.
Export Your Contractor Scorecard to CSV
Last updated June 23, 2026
Find answers faster and complete tasks without leaving the portal by using the updated chat help tool.
NEW
New Features
The Scorecards page has been updated and now includes a dedicated CSV export button for downloading data.
The report generation system has been updated and now processes large datasets in the background to ensure uninterrupted navigation.
An automated notification system has been updated and now sends a secure download link directly to the user email address once processing is complete.
Improvements:
The main interface has been updated to now allow users to select specific date ranges and chain stores using standard click interactions before generating a report.
System feedback has been updated so that a brief page refresh now correctly signals that the requested report is being compiled in the background.
Bug Fixes:
General interface refinements are now included to ensure a smoother user experience.
Unlock Faster Answers with Help Documents for Contractors & Vendors
Last updated June 18, 2026
Find answers faster and complete tasks without leaving the portal by using the updated chat help tool.
NEW
New Features
Users can now click the chat icon directly from the FM Dashboard interface to access on-demand help documentation.
The system now returns specific contractor workflows, such as guidance on accepting work orders, when keywords are typed into the search bar.
Improvements:
Expanded support articles now provide step-by-step instructions to streamline troubleshooting directly on the screen.
Help resources are updated to be fully accessible without requiring users to navigate away from their active dashboard views.
Bug Fixes:
General interface refinements are now included to ensure a smoother user experience.
Manage Work Orders: Accept, Check In, Check Out & Upload Photos
Last updated June 17, 2026
Managing work orders is now easier with a streamlined interface for tracking on-site progress.
NEW
Improvements:
The system now highlights the action buttons at the bottom of the work order for quicker acceptance.
The updated interface displays job action controls clearly after a work order is accepted.
Users can now easily find the check in and check out options within the actions and time tab or below the main action buttons.
The updated navigation provides a dedicated attachment tab to quickly upload photos and descriptions.
Bug Fixes:
General interface refinements are now included to ensure a smoother user experience.
Skip the Forms: Create Work Orders with Chat
Last updated June 11, 2026
Creating work orders is now faster and more intuitive with the introduction of a natural language chat and voice dictation feature.
NEW
New Features:
A new chat assistant now allows for the creation of work orders using natural language text or voice dictation.
The updated platform automatically processes user descriptions to extract details like location, trade, and contractor.
Improvements:
The work order generation process is now more efficient by displaying a confirmation summary for review before final submission.
Users can now quickly verify automatically populated details and click a confirmation button to proceed directly to the completed work order overview.
Bug Fixes:
General interface refinements are now included to ensure a smoother user experience.
The updated location details view provides a cleaner layout and better organization, allowing you to access key information and actions much more quickly.
NEW
New Features:
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.
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.
NEW
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.
Smarter RFP
Last updated May 15, 2026
A new filtering option for Request for Proposals now allows for faster organization and location of specific requests.
IMPROVED
New Features:
An updated filtering menu is now available in the Request for Proposals interface.
Users can now select from multiple status categories such as All, On Hold, and Under Review to narrow down their search.
The system now includes a specialized filter to quickly identify proposals that specifically have quotes attached.
Improvements:
The Request for Proposals list is now easier to navigate by reducing the need for manual scanning.
The interface now maintains a consistent layout with the export button and search bar located in their familiar positions.
Users now benefit from a more streamlined workflow when managing high volumes of RFP data.
Bug Fixes:
General interface refinements are now included to ensure a smoother user experience.
Faster Invoice Processing with Simple Invoice
Last updated May 13, 2026
Autofilling invoice details directly from uploaded documents saves time and reduces manual entry errors.
IMPROVED
New Features:
Users can now upload vendor invoices directly into the platform to trigger an automated data extraction process.
The system now includes an intelligent pop up window that identifies uncertain amounts and prompts for manual categorization.
An interactive category menu now allows users to assign specific costs to labor, materials, trip charges, or tax totals with a single click.
Improvements:
The updated simple invoice form now populates total amounts automatically once the vendor document is processed.
Navigating from a work order to the invoicing interface is now more direct via the submit an invoice action button.
Visual synchronization between the uploaded invoice document and the digital form now makes verification faster and more intuitive.
Bug Fixes:
General interface refinements are now included to ensure a smoother user experience.
How to Deactivate a User Account from a Contractor Account
Last updated May 6, 2026
Managing your team is now simpler and more efficient with the new user deactivation workflow.
IMPROVED
Improvements:
Navigating to user management is now faster through the streamlined settings menu.
The updated Contractor Users page provides a clear view of all active team members.
Deactivating an account is now possible with a single click on the designated deactivation button.
The interface now clearly separates active and inactive users for better organization.
Bug Fixes:
General interface refinements are now included to ensure a smoother user experience.
