Stay updated with new features, improvements, and how they affect your workflow.
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Left Section Changes
Last updated Mar 5, 2026
We’ve redesigned the portal layout to group your tools more logically, making it easier to navigate without endless scrolling.
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
Unlock Faster Answers with Help Documents
Last updated June 18, 2026
Finding help documentation is now easier and more efficient than ever within the platform.
NEW
Improvements:
The chat icon is now available on the dashboard to provide direct access to the help database.
Users can now enter keywords or phrases into the search field to quickly pull up relevant help articles.
The system now returns targeted search results related to specific topics such as managing contractor rates.
Clicking on a preferred result now expands the document to display a detailed, step-by-step guide.
Detailed instructions and system functionality can now be reviewed directly within the portal without needing to navigate away from the page.
Bug Fixes:
General interface refinements are now included to ensure a smoother user experience.
Talk, Don’t Type: New Voice Dictation Tools
Last updated June 16, 2026
Voice dictation is now available to help streamline data entry across FM Dashboard.
NEW
New Features:
Input fields for work orders, locations, and contractors now include a microphone icon for text dictation.
The system automatically transcribes your spoken words directly into the selected text field.
Improvements:
Voice input reduces manual typing and accelerates the creation and update processes for records.
Users can easily click the microphone icon, speak their information, and review the text before saving.
Bug Fixes:
General interface refinements are now included to ensure a smoother user experience.
User Management Just Got Easier with FM Dashboard Chat
Last updated June 13, 2026
Managing accounts, permissions, and notifications is now faster and simpler with the integration of user management capabilities directly into the chat interface.
NEW
New Features:
The chat tool now supports direct user administration commands, allowing account details like time zones and phone numbers to be updated instantly.
User access levels, including admin privileges, technician permissions, and work order creation rights, can now be updated and managed via chat commands.
Account status and specific notification settings for emergency text alerts, and contractor notes can now be updated directly through the chat interface.
Improvements:
The user administration process is now streamlined and updated by eliminating the need to navigate through multiple separate settings pages.
The chat workflow is now updated to display a summary prompt, requiring a final confirmation click before any user configuration changes are executed.
Bug Fixes:
General interface refinements are now included to ensure a smoother user experience.
Need User Info Fast? Let FM Dashboard Chat Do the Work
Last updated June 12, 2026
Finding user information and account settings is now faster and more convenient using the new interactive chat assistant.
NEW
New Features:
An updated chat assistant is now accessible directly on the dashboard to locate system information using natural language.
Users can now pull up specific team member profiles by typing a name into the chat prompt and clicking the action button.
Improvements:
Account settings and permissions are now viewable within the chat interface to eliminate the need for navigating through multiple administration screens.
The system user list is now updated to display roles, email addresses, and key permissions in a single consolidated view.
Bug Fixes:
General interface refinements are now included to ensure a smoother user experience.
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.
NEW
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.
Faster Invoice Processing with Itemized Invoice
Last updated June 5, 2026
The itemized invoice submission interface provides greater visibility into labor and material costs while ensuring a faster and smoother data entry process.
NEW
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.
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.
NEW
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.
Contractor Priority Assignments Made Easy
Last updated June 3, 2026
The new contractor priority assignment interface allows users to establish a clear hierarchy for routing work orders efficiently.
NEW
New Features:
Users can now define distinct primary, secondary, and tertiary assignees for individual trades within a specific location.
The system now allows the selection of internal technicians alongside external contractors to accommodate varied service strategies.
Improvements:
The updated interface features a dedicated rate assignments tab that consolidates all trade roles for faster updates.
General navigation is improved through a responsive drop-down selection workflow that lists all available contractors instantly.
Bug Fixes:
General interface refinements are now included to ensure a smoother user experience.
Import Contractors in Minutes: Upload, Map & Import
Last updated June 2, 2026
We have streamlined your contractor management process to save you time and reduce manual data entry.
NEW
New Features:
An import tool is now available on the contractor page to allow for bulk uploads of contractor data.
The system now supports both CSV and Excel file formats for importing multiple contractor records simultaneously.
A column mapping screen has been introduced to help align your file fields with the required database fields.
Improvements:
Required fields for new contractors are now clearly highlighted on the upload interface to guide the mapping process.
The interface now features color-coded matching indicators to visualize exact matches, fuzzy matches, or unmatched data columns.
A dedicated results page has been updated to let you quickly review imported records and identify any remaining errors.
Bug Fixes:
General interface refinements are now included to ensure a smoother user experience.
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.
IMPROVED
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.
New “Hide Until” Option for Work Orders
Last updated May 30, 2026
The new Hide Until feature for work orders helps you plan in advance and control when contractors receive notifications.
IMPROVED
New Features:
The Hide Until field is now available when creating new work orders.
Users can now select a specific date from a calendar picker to delay the dispatch of a work order.
The system now automatically sends the assignment email to the contractor on the chosen release date.
Improvements:
Managing future work is now more streamlined by allowing the creation of orders before they are active.
Scheduling workflows are updated to prevent contractors from seeing pending tasks before they are ready.
Interface layouts are now refined to make the Hide Until option easily accessible within the work order form.
Bug Fixes:
General interface refinements are now included to ensure a smoother user experience.
Smarter Location Management Starts Here
Last updated May 30, 2026
A newly redesigned settings menu provides a more intuitive way to manage your facility data and system preferences.
IMPROVED
New Features:
The settings interface now features a sidebar that categorizes management tools into ten distinct groups.
Asset and inventory management options are now housed within their own dedicated navigation section.
An updated file manager section provides a centralized location for digital document storage.
Company and regions settings now include a unified view for managing brands, territories, and location types.
Improvements:
Navigating to specific system configurations now requires fewer clicks due to the organized grouping of similar tasks.
The updated layout provides clear descriptions for each setting category to help users identify the correct section quickly.
Users can now transition between different administrative tasks without returning to the main dashboard menu.
General interface refinements are now included to ensure a smoother user experience.
Smarter Location Management Starts Here
Last updated May 29, 2026
Managing locations is now faster and more intuitive with several key updates to the interface.
IMPROVED
New Features:
A new filter tool allows for narrowing down location lists by status, location type, state, and active status.
The import button enables the bulk upload of location data through CSV or Excel spreadsheets.
A realign users action synchronizes location users with manager assignments automatically while preserving existing non-manager assignments.
Improvements:
The updated location interface provides a more organized view of address and status information.
Data management is more efficient with clearly labeled columns for location number, brand, and address.
User assignment workflows are more consistent across different locations.
Bug Fixes:
General interface refinements are now included to ensure a smoother user experience.
Manage your contractors with greater speed and precision using the newly redesigned interface and advanced filtering tools.
IMPROVED
New Features:
The new Filter button allows for narrowing down the contractor list by specific status and trade criteria.
The Import button now provides a dedicated path for adding multiple contractors to the system simultaneously.
A more prominent Add Contractor button is now located at the top right of the page for immediate access.
Improvements:
The contractor list layout has been updated for better scannability and organized access to key information.
The Send Broadcast Email and Create New Contractor actions are now relocated for a more intuitive navigation experience.
General interface refinements are now included to ensure a smoother user experience.
Work Order Follow-Ups Made Simple
Last updated May 18, 2026
Managing pending actions is now more organized with the ability to schedule and assign work order follow-ups directly from the main screen.
IMPROVED
New Features:
Keyboard shortcuts are now available to navigate the work order list using the J and K keys.
A follow-up prompt is now accessible by pressing Shift + F after highlighting a work order.
The updated scheduler includes a calendar icon for selecting specific due dates for any follow-up task.
Assignment options are now integrated into the follow-up menu to designate a specific team member for the task.
Improvements:
The workflow is updated to allow for entering follow-up reasons without leaving the work order list.
Follow-up status is now instantly updated in the dedicated list once saved.
These refinements offer a faster way to track and manage work order items.
Bug Fixes:
General interface refinements are now included to ensure a smoother user experience.
Faster Work Order Filtering & Quick Access Updates
Last updated May 18, 2026
A new interface update for work order filtering allows for faster navigation and more direct access to critical information.
IMPROVED
New Features:
A dedicated emergency button is now available to instantly display all urgent work orders.
The new follow up button provides immediate access to every work order marked for future attention.
A location down button is now included to let users view site-specific details without leaving the main screen.
Improvements:
The user interface is updated with standalone filter buttons that no longer require navigating through the info field menu.
These refinements reduce the number of clicks required to sort through the daily task list.
The streamlined layout offers better accessibility for high-priority actions on the work order screen.
Bug Fixes:
General interface refinements are now included to ensure a smoother user experience.
New Contractor Broadcast Email Experience
Last updated May 15, 2026
Managing contractor communications is now more intuitive with a streamlined broadcast email workflow.
IMPROVED
Improvements:
The broadcast email action is now more visible by appearing on the right side of the contractor list after selection.
A dynamic counter now displays the total number of selected contractors directly on the broadcast button.
Navigation is updated to remove the static, grayed-out email button from the bottom of the list.
The email form remains consistent with previous versions to ensure a familiar data entry experience.
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.
Work Orders Page Updated Filters, Saved Presets
Last updated May 7, 2026
The FM Dashboard work order page now offers more flexible organization and faster access to key data with advanced filtering and saved views.
IMPROVED
New Features:
Users can now save their favorite filter combinations and give them custom names for quick access in the future.
The system now allows for saving multiple filter versions and switching between them instantly via a drop-down menu.
Multiselect functionality is now available by holding the control key while clicking various filter options like states or trades.
Improvements:
The work order page has been updated with a cleaner layout that makes filters for status, trade, state, and date range easier to find.
Additional filter categories for priority, contractor, and location are now accessible through a centralized filter options menu.
Selecting a saved filter now triggers an immediate system update to display the relevant results without extra clicks.
Bug Fixes:
General interface refinements are now included to ensure a smoother user experience.
Efficient Work Order Assignment Using Keyboard Shortcuts
Last updated May 6, 2026
New keyboard shortcuts are now available to help you navigate and initiate work order assignments with greater efficiency.
IMPROVED
New Features:
Keyboard shortcuts are now integrated to help you navigate the work order list without manual scrolling.
The J key is now updated to allow for quick selection of unassigned work orders from the dashboard.
The Enter key is now used to instantly toggle the visibility of specific work order details.
The A key is now mapped to trigger the technician assignment window for the highlighted task.
Improvements:
The Action Items menu is now updated to provide a faster pathway to the unassigned work order queue.
The assignment window is now optimized to display contractor rates clearly alongside the selection menu.
Real time status updates are now reflected in the technician and assignment section once a contractor is confirmed.
Bug Fixes:
General interface refinements are now included to ensure a smoother user experience.
IMPROVED
Keyboard Shortcuts: Navigation
Last updated May 5, 2026
We’ve redesigned the portal layout to group your tools more logically, making it easier to navigate without endless scrolling.
IMPROVED
New Features:
Keyboard shortcuts are now available to provide faster access to common navigation and work order actions.
A comprehensive guide of all available shortcuts now appears when pressing the shift and question mark keys.
The search bar is now instantly active and ready for typing after pressing the forward slash key.
A new command is updated to allow for jumping directly to the last row of the current list.
Improvements:
Scrolling through work order lists is updated to allow for movement using the J and K keys.
Detailed work order information is now easily toggled open or closed by pressing the enter key.
The escape key is now utilized to clear any current selection or close active windows.
Interface interactions are updated to be more responsive to quick keyboard commands.
Bug Fixes:
General interface refinements are now included to ensure a smoother user experience.
Enhanced User Profile
Last updated Mar 6, 2026
We’ve redesigned the portal layout to group your tools more logically, making it easier to navigate without endless scrolling.
IMPROVED
New Features:
The user profile section is now updated to show all fields directly on the page, like name, position, email, and phone number.
You can now choose from a list of various settings to manage, including notification alerts, locations, roles, access, trade restrictions, and your dashboard.
These updated tools now allow you to manage your information and profile instantly.
Improvements:
The updated layout is now much more straightforward and user-friendly, offering a cleaner and faster experience.
It's now possible to modify your profile information directly on the page without opening a separate window.
This updated layout is designed to save you time and clicks, helping you focus on managing your workflow.
Bug Fixes:
General interface refinements are now included to ensure a smoother user experience.
