Homeworks Release Notes

We’ve released several improvements across Field Force and the Homeworks mobile app.

Field Force

• Added optional Face ID and Touch ID login
• Improved before and after photos on Android
• Improved photo upload reliability
• Removed the “missing required IDs” upload error
• Fixed black screens when playing videos on Android
• Prevented duplicate time entries after returning online
• Corrected crew time shown in visit details and work orders
• Corrected the order of visits

Homeworks Mobile App

• Added swipe-back navigation
• Restored full-screen display on iPad
• Restored landscape mode
• Improved scrolling during visit creation
• Restored the assigned crew dropdown when updating visits
• Restored print reports from the schedule on Android
• Improved merge tags in dark mode on Android
• Corrected zoom behavior on iOS
• Improved text threads in Safari on iPad

We updated the All Events page to make finding, reviewing, and updating events easier.

Improvements include:

• A faster Event Details view
• Search across more event information
• Filter result counts
• Easier mobile filters
• Quick status and assignment updates
• More accessible event actions
• A budgeted hours progress bar
• Better recurring visit details
• Selected event exports
• Natural language date entry when rescheduling
• Several event selection and rescheduling fixes

This release also lays the groundwork for the upcoming Calendar rebuild.

After that, we're bringing the same treatment to the Dispatch board. It's going to be a major game changer for how you run your day.

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

Bug Fixes

• Integrations: Fixed a crash during the "Sign in with Copilot" flow that prevented some P4P accounts from reconnecting to Homeworks, which was causing "Error Fetching Attendance" on time cards.
• Customers: Fixed an issue where the "Requested on" date on Work Request forms always showed today's date instead of the actual submission date, so new requests now display the correct date and older affected requests hide the field rather than showing incorrect information.
• Marketplace: Fixed long item and service names that ran off the row inside multi-select dropdowns on the Add Bundle page, so names now wrap cleanly and stay readable.
• Invoicing: Fixed the credit apply popup so it only appears when it is actually relevant, either when the customer has an existing credit balance or when a payment exceeds the invoice total, instead of showing on every payment.
• Invoicing: Fixed the credit apply popup so closing it with the X button now cancels the action and returns to the payment form, instead of silently submitting the payment without applying credit.
• Schedule: Fixed an issue where Budgeted Hours were reset to zero when extending a recurring visit series, so the original values now carry over to the newly created visits.
• Schedule: Fixed extending a recurring visit series so assigned employees, visit forms, custom fields, and template photos are now copied to the newly created visits instead of being dropped.
• Schedule: Improved handling of cancelled visits inside recurring series so saving or moving a series with past cancelled visits no longer triggers unnecessary background errors.
• SMS: Added a safeguard so the system no longer attempts to send a text message to the same number it is sending from, preventing failed send errors on affected sequences.
• SMS: Improved handling of automations and sequences when a company has no Twilio phone number configured, so failed SMS attempts no longer create repeated background errors.
• Billing: Fixed an issue where creating a new company subscription could fail due to a Stripe billing configuration mismatch, so new subscriptions now set up successfully on the first try.
• Customers: Fixed an issue where the Text and Email buttons on a customer profile said the customer had no phone number or email, even when one was saved. Both buttons now correctly detect the contact info and open the compose window, including for international phone numbers.
• Invoicing: Fixed an issue where bulk "Send by Regular Mail" silently succeeded for customers without an address. Invoices and estimates missing address information are now skipped with a clear error message, and stamps are only deducted for items that were actually sent.
• Invoicing: Fixed an issue where the invoice date was set to today's date when closing a visit scheduled for a prior date, even after choosing the scheduled date. Invoices now use the date you select.
• Schedule: Fixed an issue where the Budgeted Hours on a To-do reverted to zero after saving when the value was pasted or autofilled, so budgeted hours now save reliably no matter how you enter them.
• Tax Rates: Fixed tax rate lookups following a ZipTax API change so taxes continue to calculate correctly.
• Performance: Improved tag loading to reduce database slowdowns and page timeouts.
• Estimates: Fixed an issue that could prevent customers from completing payments for accepted estimates.
• Payments: Fixed errors caused by older payments with missing or unsupported payment methods.
• Mobile: Fixed missing push notifications when crews are assigned to visits through All Events.
• Schedule: Fixed an issue where Visit Forms beyond the first 100 could not be found when editing a visit.
• Invoicing: Fixed incorrect service totals on visits created or updated through certain scheduling workflows.
• Payments: Fixed an issue that prevented Payments report PDFs from being generated.

Improvements

• Invoicing: Updated the credit apply popup wording so it clearly explains that the customer already has a credit balance and asks whether to apply it to other outstanding invoices.
• Marketplace: Updated the Add Bundle page to use the standard breadcrumb heading, keeping page titles and navigation consistent with the rest of the app.
• Marketplace: Adjusted horizontal spacing on the Add Bundle page so content aligns correctly on medium and larger screens.
• SMS: Added support for detecting STOP and OPT-IN keywords on incoming text messages, so customers who reply STOP are automatically opted out and future messages to them are blocked to keep sending compliant.
• Billing: Added a new SMS usage section to the Billing page so you can see how many messages you've used and what will appear on your invoice.
• Billing: Added an alert on the Billing page that clearly explains how SMS charges work, so there are no surprises when reviewing your invoice.
• Mobile: Refined the mobile navigation with smoother menus, clearer notifications, and easier access to settings.
• Employee Management: Added a View Only calendar permission and made Complete & Invoice the default, giving admins clearer control over employee access.

Have feedback or questions? Contact our support team.

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

Bug Fixes

• Schedule: Fixed recurring events so Budgeted Hours now carry over to line items when you create, edit, or duplicate a recurring event.
• Schedule: Fixed a bug where moving a recurring series with drag or bulk move would delete already completed visits. Completed and skipped visits are now kept in place.
• Schedule: Fixed line item totals showing as $0 on recurring events and duplicated events so pricing displays correctly.
• Schedule: Fixed visit form selection so you can now pick from all your forms (not just the first 100) on the Add Visit, Edit Visit, and Recurring Visit pages. The form picker is also now a searchable dropdown, and the recurring visit removal warning works again.
• Customers: Work request forms now pull customer name, phone, and email live from the customer record instead of showing a blank or outdated snapshot.
• Customers: Sped up the customer payments page from 4+ seconds to load quickly, and cleaned up 491 payment records that were missing a customer link.
• Invoicing: Fixed the monthly sales tax report so tax rates that share a whole number (like 9.0% and 9.3%) now show as separate rows instead of getting merged.
• Invoicing: Fixed snail mail invoices getting stuck in the queue for accounts without postage so the mail queue no longer piles up with failed jobs.
• Invoicing: Blocked negative discounts from being saved on invoices and estimates by pasting them in after the initial rejection.
• Automations: Fixed password-protected automations rejecting correct passwords when there was extra whitespace in the stored password.
• Dispatch Board: Fixed the on-site timer resetting to 0 and losing its pulse indicator when an admin or owner viewed an employee's timer.
• Texting: Fixed mass texting so campaigns to large customer lists (1,000+) send to everyone instead of stopping partway through the alphabet. You'll also now see a clear message when customers are skipped because they have no phone number, when the daily limit is reached, or when duplicates are prevented.

Improvements

• Estimates: Rebuilt core estimate actions (duplicate, convert to invoice, restore, copy link, accept, move to pending, toggle line items) on a faster, more reliable backend so these actions load quicker and behave consistently.

Have feedback or questions? Contact our support team.

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

Bug Fixes

• Invoices: Fixed an issue where the Print List as Shown feature could hang on an endless loading spinner, so invoice and estimate lists now download as a properly titled PDF every time, with or without filters applied.
• Schedule: Fixed monthly recurring visits so that changing the weekday position (for example, First Monday to Second Monday) now correctly updates the dates on the existing series, not just on newly created ones.
• Schedule: Fixed an issue where the system could quietly stretch future recurring visits to span multiple days when they were meant to be single-day, keeping auto-generated visits true to their intended length.
• Schedule: Fixed recurring visit series that were missing a template, so future visits in those series now continue to generate reliably instead of silently stopping.
• Estimates & Invoices: Fixed tax handling for tax-exempt customers when services are added through a package, so all package line items now correctly show $0.00 tax on estimates, invoices, and visit completions.
• Estimates: Fixed the estimates list so the Restore button now displays correctly, letting you bring back removed estimates without trouble.
• Billing: Fixed seat syncing so adding or removing additional user seats from the Employees page now updates correctly without errors, keeping your seat count accurate on the Billing page.
• Automations: Fixed a white-screen error that could appear when opening estimate SMS automation settings, so the Automations page loads reliably.

Improvements

• Mobile App: Rebuilt the mobile navigation with a cleaner bottom tab bar and slide-up menu, making it faster to move between Calendar, Customers, Messages, Invoices, and Estimates on your phone.
• Performance: Images now load faster on repeat visits to estimates, invoices, and the Client Portal, thanks to improved caching, so pages with photos feel quicker.

Have feedback or questions? Contact our support team.

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

Bug Fixes

• Mobile: Fixed an issue on the My Day page where tapping a job status card (Yet to Start, In Progress, or Completed) would sometimes navigate to the wrong job list, so the correct filtered jobs now appear every time.
• Automations: Fixed an error that caused Sequence Automations to fail when a visit title was not set, so automations now run without interruption in those cases.
• Customers: Fixed an issue where the customer rating handler was rejecting rating events, so customer review automations and notifications now trigger correctly when a rating is submitted.
• Group Texts: Fixed an issue on the Group Text page where opening a system group (such as "All Customers") would display raw code instead of the customer list. Also corrected the group list to hide edit, delete, and manage buttons on system groups that cannot be modified.
• Email: Resolved a configuration issue that was preventing emails from sending correctly, so email notifications and communications now deliver as expected.
• Events: Fixed an issue where photos and videos added to a recurring visit series did not appear on visits that were already scheduled, so uploaded images now show up across all existing visits in the series without recreating them. Past, closed, and skipped visits are left untouched. (
• Events: Fixed an issue where visit forms were silently removed from individual visits after moving a recurring series more than once, so forms now stay attached to every visit when a series is rescheduled.
• Dispatch Board: Fixed an issue where dragging a recurring job to a new date and choosing "Move All Unclosed Visits" could create duplicate visits stacked on the schedule, so moving a series no longer produces hidden duplicates.
• Dispatch Board: Fixed an issue where budgeted hours were cleared from visits after a recurring series was moved, so budget hours now carry over to the rescheduled visits.
• Schedule: Fixed an issue where saving visit notes required a full page refresh before the updated notes, and the note icon would appear, so notes now update instantly in the list view.
• Employee Management: Fixed an issue where employees with Billing access were redirected to the dashboard instead of seeing the Billing page, so team members granted Billing permission can now open it as expected.
• SMS: Fixed an issue where saving a texting phone number would hang on a loading spinner forever with no error shown, so saving now either completes or displays a clear message you can act on. Phone number search errors are now surfaced in the same way.

Improvements

• Schedule: Replaced the old "Visit Notes Saved" pop-up with a brief, non-intrusive toast notification, and visit notes now save via a single, consistent path wherever they can be edited, so the experience is smoother and consistent across the app.

Have feedback or questions? Contact our support team.

We updated the Billing tab in Homeworks (where you manage your subscription to Homeworks) to help you catch card and payment issues on your membership early, and to keep you working if something does go wrong.

What's new:

• Card expiration warnings in the app. If the card on file for your Homeworks subscription is about to expire, a dismissible banner shows up 30 days out, and a non-dismissible banner shows up at 7 days. Both banners include a quick action to update your card without leaving the page you're on.
• Self-serve payment retry. When a subscription payment fails, you'll get a notification with the reason. Once the issue is fixed on your end (for example, moving funds into your account), you can retry the payment from the app.
• 10-day grace period on failed payments. If your membership payment fails, your account will keep full access for 10 days. A persistent warning shows the issue and what to do next.
• New expiration page. If the grace period ends without a successful payment, you'll see a new page where you can downgrade to free or pick a new paid plan, instead of being locked out with no path forward.

Why we built this:

Too many business owners were getting locked out of their Homeworks accounts because the card on file for their membership expired or a subscription payment failed without warning. These updates give you a heads-up before issues happen, time to fix them if they do, and a clear way to get back on track.

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

Bug Fixes

• Customers: Fixed an issue where some accounts saw an infinite loading screen when creating a new customer or property if a custom field name contained an emoji or special character. Edits to existing custom field values are now also saved correctly, and field labels show the name as configured.
• Employees: Fixed an infinite spinner when saving Hire Date, Birth Date, or Inactive Date on an employee profile. Invalid or empty dates now show an instant error, and save confirmations appear as a small corner notification instead of a blocking pop-up.
• SMS: Fixed an issue where SMS conversations would fail to load for customers whose names contained curly quotes or other special characters. Customer names now display cleanly in conversation headers and avatar initials.
• Invoicing: Fixed an issue where opening an invoice or estimate to make any edit silently reset line-item tax percentages to 0, which could change the invoice total when saved. Existing tax rates are now preserved on the edit screen.
• Automations: Fixed an issue where submitting a work request triggered the "Work Request Is Received" automation twice, causing customers to receive duplicate confirmation emails. Each submission now fires the automation exactly once.
• Payments: Fixed an issue where some payment-received events were silently dropped, preventing payment automations from running. Payment-triggered automations now fire reliably.
• Schedule: Fixed an issue where moving a recurring visit on the Dispatch Board could ignore off-season pause dates and schedule visits indefinitely. Recurring series now properly honor off-cycle and off-season settings when a visit is rescheduled.

Improvements

• QuickBooks: When a QuickBooks sync fails because the connected account has no Tax Agency set up, syncing for that company is now paused automatically and a clear error appears on the QuickBooks settings page with a link to fix it and a "Try Again" button. The navigation also surfaces a "QuickBooks Errors" label so the issue is easier to spot.
• Payments: Added clearer handling when a Stripe connected account loses permissions or is disconnected. Users now see a global banner, a notice on customer Cards/ACH sections, and details on the Stripe Settings page instead of background sync failures or unexplained errors.
• SMS: Aligned the SMS preview for invoices, estimates, and payments with the final sent message, so what you see in the preview matches what the customer receives.

Have feedback or questions? Contact our support team.

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

Bug Fixes

• Invoicing: Fixed a fatal memory error that crashed the invoice page on accounts with very large invoice histories, so high-volume customers can now open invoices reliably.
• Invoicing: Fixed the Previous and Next buttons on the invoice view, which were wired backwards, so Previous now goes to the lower invoice number and Next goes to the higher one.
• Estimates: Fixed the property measurement calculator so users can place points and draw shapes again after a third-party map service change broke the tool.
• Messaging: Fixed a race condition where opening a new text thread could briefly show the right messages and then flip back to the previous conversation, so the thread you click is always the one that stays on screen.
• Messaging: Fixed the unread SMS icon in the header so clicking it now takes you straight to the Unread tab when you have unread messages, and back to the All tab when you do not.
• Messaging: Fixed an issue where customers with curly quotes or other special characters in their names broke the SMS conversation page, so those threads now load correctly and customer names display safely.
• Messaging: Fixed a crash in the complete-visit popup that could throw an error when event data had not finished loading, and cleaned up malformed markup on the customer recurring jobs tab.
• Automations: Fixed automations sending duplicate text reminders to the same customer, so each scheduled message now goes out only once.
• Automations: Fixed legacy automations that use the "If an estimate is not accepted or declined" trigger with a 3-day runtime, so these reminders now fire as expected.
• Users: Fixed an infinite spinner that could appear when saving an invalid Hire Date, Birth Date, or Inactive Date on an employee profile, and replaced blocking pop-ups with quick corner notifications.
• Dispatch Board: Fixed visit marker popups that would appear and immediately vanish on the map, so dispatchers can keep stop details open while reviewing the route.
• Dispatch Board: Fixed the satellite and streets toggle so the active view is highlighted correctly and the styles apply in the right order.
• Invoicing: Fixed tax rates so the property location tax is now applied correctly when an invoice line is added through a package.
• Estimates: Fixed estimate line items so they recompute the property location tax rate when a property is selected after the line was already added, and so package lines pick up the correct location-based tax.
• Reports: Fixed the Invoiced Item and Services report so it now returns the matching invoices for the services you select.
• Reports: Renamed the downloaded PDF files for work orders and time tracking reports so they are labeled correctly making it easier to identify after saving.

Improvements

• Dispatch Board: Added dark mode support for the streets map view, so the map matches the rest of the app when you switch themes, while satellite view stays unchanged.

Have feedback or questions? Contact our support team.

The SMS inbox has been updated to make texting with customers easier to manage day to day.

• Replaced the old inbox filters with All and Unread
• Added unread indicators on conversations in the All view
• Added a Mark as unread action so you can flag a conversation for follow-up
• Added a dedicated Unread view for messages that still need a reply
• Polished the conversation thread layout for cleaner alignment
• Improved pagination with a loading indicator
• Cleaned up legacy SMS code