Homeworks Release Notes

You can now create, edit, delete, and dispatch Quick Dispatch templates through the Homeworks API and MCP. This helps snow companies set up routes without building each template one screen at a time.

• Manage each template's properties, services, crews, employees, and notes
• Dispatch a template for any date, with optional start times for each property

The Quick Dispatch screen has not changed.

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Quick Dispatch feature guide

New update for Homeworks, including several improvements and bug fixes:

Improvements

• Mobile (Field Force): You can now sign in with Face ID or fingerprint instead of typing your password. Once you turn it on after signing in, later logins offer a quick biometric check, with password sign-in still available as a fallback.
• API: Quick Dispatch Templates can now be managed through the API, so you can create, review, update, and delete saved bundles of properties and services, then dispatch a template to create visits for a chosen date.
• Estimates: Estimate line items can now carry budgeted hours through the API, so quotes built through an integration no longer need hours re-entered by hand.

Bug Fixes

• Messaging: SMS messages in the queue now send oldest-first, so older queued texts go out in order instead of getting stuck behind newer ones.
• Invoicing: Fixed an invoice wrongly flipping to Partial after a partial refund brought its balance to zero. It now keeps its Paid in Full status, and Mark as Paid no longer errors in that case.
• Invoicing: Visits can no longer be reopened while their invoice is past due with a partial payment. Reopening in that state could detach the visit from the invoice and bill the customer twice when it was closed again.
• Estimates: Visits created from an estimate and later deleted no longer appear on the estimate with a December 31, 1969 date, and the service line offers Create new visit again instead of a broken View visit link.
• Dispatch Board: Fixed the route start and end picker so the Crew location option works when a route's stops are all assigned to one crew. The start and end choice is now saved with the route and restored when you reopen it.
• Dispatch Board: The Has dispatch notes filter no longer hides every event. It now correctly shows only visits that have dispatch notes.
• Event Reports: Tag filters on event reports now return the right results instead of being ignored or mismatched.
• API: Unset custom field values now come back as null instead of 0 or a 1970 date, and each field's default value is now exposed through the API.
• Dispatch Board: Fixed route start and end points reading back as a custom location when you had selected the company depot and old coordinates were still saved on the route. The saved choice now reads back exactly as selected.
• Customers: New customers created through the Work Request Form, CSV import, or QuickBooks sync now inherit your company’s “Require a payment method on file” setting. Customers are no longer wrongly asked for a card to accept estimates when you have that requirement turned off.
• Employee Management: Newly added team members no longer see a blank screen when they first sign in. Accounts now load with default schedule colors until the new user customizes their own.
• Schedule: Fixed a blank screen some users saw when opening Create Visit or other scheduling pages, caused by a corrupted saved schedule color. Affected pages now load with the default color instead.
• Messaging: Pending text messages older than 14 days no longer send, so customers won’t receive stale messages long after they were queued.

Have feedback or questions? Contact our support team.

Face ID and fingerprint login. After you log in, the app asks if you want to turn on Face ID or fingerprint login. It works on iPhone and Android phones that support it. If it fails or you cancel, you can log in with your username and password. You can turn it off any time in [settings location].

Saved logins on iPhone. After you log in, your iPhone offers to save your login. Next time you tap the login box, your phone fills it in. This also makes it easier to switch between accounts.

To get these changes, download the latest version of the Homeworks app. On iPhone, go to the App Store. On Android, go to the Google Play Store.

New update for Homeworks, including several improvements and bug fixes:

Improvements

• Notifications: Push notifications now go out immediately when the event happens instead of arriving in delayed batches. Crew assignment notifications now only go to crew members when a visit is reassigned to a different crew, so creating a visit with a crew no longer triggers one.

Bug Fixes

• Emails: Sending an email with no content now shows a warning instead of going out blank. This covers estimates, invoices, receipts, bulk sends, and emails sent from customers, the Dispatch Board, and customer profiles, and empty templates can no longer be saved or set as defaults.
• Customers: New leads created through the Work Request Form now inherit your company’s default late fee rules, matching Add New Customer and CSV import, so their invoices pick up the company late fee rules.
• Invoicing: Customer discounts now apply consistently to invoices created automatically when a visit closes, and new lines added later inherit the discount stored on the invoice.
• Invoicing: Invoice line totals for recurring visits completed from the recurring event popup now show the full service amount plus tax. The customer discount appears in the invoice totals, so the lines add up to the invoice total.
• Invoicing: Invoices now fall back to your company’s late fee rule when no late fee type was set, instead of ending up with no rules. Invoice details now show an Invoice Late Fees Rules section with the rule type, wait days, and percentage or amount.
• Recurring Series: Changing an off-season’s start date now removes scheduled visits that fall inside the new off-season window, so moved dates no longer leave visits sitting on the calendar.
• Customer Portal: Vertical videos attached to estimates now show the full frame instead of being cropped at the top and bottom, so close-up videos no longer get cut off.

Have feedback or questions? Contact our support team.

We've updated push notification delivery. Payment, estimate, invoice, SMS, crew visit, review, and credit card alerts should now be working across your devices. Your notification settings still control which alerts you receive. This applies to Homeworks on desktop and the legacy mobile app, and does not affect Field Force.

New update for Homeworks, including several improvements and bug fixes:

Improvements

• Messaging: Text customers about their visits in bulk. Send a message, or one of your message templates, to the customers of selected visits, with visit details filled in automatically.
• Locations: More accurate addresses on the map. Addresses are checked before a pin is placed, so placeholders like "TBD", PO boxes, and cross-border addresses no longer land in the wrong place. New and edited addresses map as soon as you save them, and upcoming visits move with a property when its address changes.
• API: Custom field values can now be read through the API on visits, invoices, estimates, and properties, so your integrations can use them directly.
• Invoicing: Invoices now link back to their estimate, so you can see which estimate an invoice came from.
• Estimates: Estimate line items now show whether each line is included.
• Visits: New visit filters: property address, crew, and customer mobile number.
• Schedule: A high-contrast text option for each schedule color.
• Invoicing: Visits with a paid or partially paid invoice can no longer be reopened, which protects payments you have already received. If you try to reopen one, the app explains why the action is blocked.
• Performance: Customer lists, invoices, and payments load faster on large accounts.
• API: Wiki pages can now be read through the API.
• API: Read-only access is now enforced for read-only API tokens, including the Intercom Fin assistant, so read-only integrations cannot make changes.
• Calendar: Event types now have a new color picker with 9 preset swatches plus a custom color picker and hex input. You can also switch an event type to high contrast, which fills its calendar cards with the full color so they are easier to spot.
• Calendar: A new search box narrows the calendar as you type. It matches event titles, customer names, locations, phone numbers, emails, services, and crew, even when those details are hidden on the event cards.

Bug Fixes

• Estimates: Editing one field on an estimate line item no longer clears its price or quantity.
• Properties: Re-saving a property without changing its address no longer risks losing its map location.
• Custom Fields: A custom date now shows its new value right after you change it.
• Mobile (Field Force): Stopping a timer late now keeps the time you tapped, even if the visit had already stopped on its own.
• Calendar: Fixed an unwanted horizontal scroll in landscape mode, so the calendar page no longer shifts sideways on wide screens.

Have feedback or questions? Contact our support team.

• Calendar search now matches customer name, email, phone and cell numbers, property name, street, city, state, and zip, plus crew name. It also still matches job titles and employees, and works alongside your existing filters.
• The color picker has nine preset colors plus a custom color option (hex values welcome), and a new High Contrast toggle fills event cards with a solid color for each event type. Text contrast is now checked on every card, including custom colors.
• Each event type shows its color in the side panel. You can also color the whole calendar by crew using your team section colors, group events by crew to spot who's doing what or catch unassigned jobs, and give a single event its own color in the event details.
• The calendar also scrolls properly on smaller screen heights.

New update for Homeworks, including several improvements and bug fixes:
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Improvements

• Time Tracking: You can now add, edit, and delete stopped visit time entries directly in Work View, so you can correct tracked time without leaving Calendar or All Events. Available actions follow your existing time-tracking permissions.
• Customers: Customer imports now run in the background, so large files finish without timing out partway and leaving partial data.
• Customers: The Add New Customer popup now suggests addresses as you type, filling in state and country correctly.

Bug Fixes

• Automations: Fixed stalled automation queues firing all at once without checking message age, which had sent thousands of weeks-old visit completed texts in bulk.
• Automations: Fixed tag-removed automations firing on any tag change instead of only when the watched tag is removed.
• Sequences: Fixed new sequence automations not saving the selected tag for the Customer does not have a tag trigger.
• Upsells: Fixed the email template dropdown freezing after selecting a template on the Upsells page.
• Customers: Fixed state and country fields not updating correctly during customer or address entry.
• My Day: Fixed the See All To-dos and See All Events links navigating to the legacy calendar.
• Invoicing: Fixed invoices charging the full amount when the customer has a credit on file.
• Invoicing: Fixed paid invoices being deleted when reopening legacy events.
• Payments: Fixed duplicate Payment made notification messages going out for a single payment.
• Sequences: Fixed collections automations continuing to fire after an invoice was paid, along with repeated failed-payment notifications after payment.
• Mobile (Field Force): Fixed the iPhone item creation popup blocking scrolling of the background page.
• Work Requests: Fixed work request links sending as unclickable plain text.
• Estimates: Fixed bulk estimate follow-up emails including every recipient's estimate links instead of just each recipient's own.
• Recurring Series: Fixed duplicate visits appearing after reactivating a recurring series.

Have feedback or questions? Contact our support team.

You can now add or edit time entries from the event details in the new calendar. Correct a start or stop time, or add missing time if an employee forgot to start the timer.

You no longer need to reopen a completed visit or go to the Time Tracking page to make these changes. The visit stays complete, and its invoice stays unchanged.

Your existing time tracking permissions control who can view and edit entries. Employees with permission to edit their own time can do so here. Users with permission to edit everyone's time can make changes for other employees.

Open an event in the new calendar and find its time tracking section to get started.

New update for Homeworks, including several improvements and bug fixes:

Improvements

• Calendar: Hid breadcrumbs on the mobile calendar so the page uses less space and events are easier to see on small screens.
• Schedule: Made Dispatch Order the default calendar sort so visits follow the planned dispatch sequence.
• Schedule: Updated capacity displays to show available hours first and use less space, making remaining capacity easier to read across day, week, and month views.
• Schedule: Added invoice status details to visit cards so you can distinguish visits with an invoice, visits awaiting an invoice, and visits marked not invoiceable.
• Mobile (Field Force): Changed the calendar's default to the day list view instead of the week view. The mobile web calendar uses the same default.
• Estimates: Added API access to the user who created an estimate so integrations and reports can attribute estimates to the correct team member.
• Settings: Added save confirmations for list visibility changes and updated list-editing dialogs so changes are easier to confirm without the page jumping to the top.

Bug Fixes

• Calendar: Fixed an issue where recurring events displayed the wrong colors after the Calendar launch, so events once again appear in the colors you assigned.
• Calendar: Fixed an issue where the Day view panel stayed open after deleting an event from the context menu, so the panel now closes as expected after a deletion.
• Schedule: Fixed capacity calculations that counted configured weekend off days as available working time. Scheduled work on off days still counts toward booked hours without reducing capacity on normal working days.
• Schedule: Fixed inconsistent scheduled-hour totals between calendar summaries and capacity breakdowns so visits without assigned employees are accounted for consistently.
• Schedule: Fixed visits created from a calendar day header landing on the wrong date when your device and company use different time zones.
• Visits: Restored Before & After photo controls for employees who have access to a visit, so they can add photos without needing permission to create events.
• Visits: Fixed visit budgeted hours to reflect the total from service line items, preventing conflicting totals in Work View.
• Schedule: Fixed permission checks for calendar capacity information so users without employee-viewing access no longer encounter permission errors from that information.
• Dispatch Board: Fixed line breaks in dispatch notes so multiline instructions remain readable.
• Dispatch Board: Fixed column sorting on saved routes so you can sort visits by customer name or title instead of being forced back into saved stop order.
• Dispatch Board: Fixed timers that reset when work restarted or failed to reflect Mobile (Field Force) updates. The board and visit popup now show cumulative clocked time rather than only the active session.
• Time Tracking: Fixed manually added visit time entries missing their customer and property, and corrected API retrieval of those details.
• Time Tracking: Fixed overnight entries created through the API being cut off at midnight, so explicitly entered start and end times retain the full duration.
• Time Tracking: Replaced generic server errors for missing time entries with a clear not-found response, making it easier to tell when an entry is no longer available.
• Mobile (Field Force): Fixed the floating More Options control covering the Edit button in Visit Notes so visit actions remain accessible.
• Automations: Fixed repeated emails after visit completion so the same automation does not send duplicate messages for the same completed visit.
• Automations: Fixed disabled and deleted sequence automations continuing to send messages, so turning off or deleting an automation stops its actions.
• Automations: Fixed Level Billing invoice creation triggering Visit Completed automations again for visits that were already completed.
• Automations: Fixed legacy automation history incorrectly marking successful actions as skipped or duplicated.
• Invoicing: Fixed auto-send skipping partially paid invoices so customers receive eligible invoices with an outstanding balance according to your auto-send settings.
• Customers: Fixed new leads created through the Work Request Form not inheriting company invoice auto-send rules. Existing customers keep their individual settings.
• Settings: Fixed deleted or hidden list items reappearing after a refresh, including meeting categories, to-do categories, and customer types. Changes to system defaults now apply only to your company.
• Estimates: Fixed broken visit links after an estimate is revised and accepted again, preventing invalid visit pages and editing errors.
• Estimates: Fixed estimate emails arriving with a blank message body so customers receive the intended email content.
• QuickBooks: Fixed invoice matching during customer mapping and clarified guidance for incomplete mappings, so you can finish linking customers without misleading duplicate-customer errors.
• QuickBooks: Fixed tax rates on discounted invoices so synced invoices apply the discount before tax and retain the correct tax rate.

Have feedback or questions? Contact our support team.