Homeworks Release Notes

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.

We’ve added more ways to manage Homeworks data through MCP and the API:

• Invoices: Create, edit, send, mark as sent, write off, archive, copy, delete, restore, and make PDFs.
• Customers: Update active status, credit balances, auto-charge settings, and tags.
• Properties: Create and update properties, including addresses, tags, custom fields, and assigned crews. Crew changes on a property also update its open and waitlisted jobs.
• Crews: Create, update, delete, and restore crews. Change members and choose whether to reassign open work.

These updates give connected AI assistants and custom tools more ways to work with Homeworks. Available actions depend on account access and permissions. MCP access is included with Enterprise. Growth members can try it free for 30 days.

In the video, Mike Andes explains why we’re adding access piece by piece and what that could mean for the way you run your business.

Read the setup guide 🔗

Follow the MCP/API changelog 🔗

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

Improvements

• Workview: Improved notification placement across desktop and mobile so messages no longer cover key controls, while removing unnecessary success messages when the updated screen already confirms an action.
• Referrals: Simplified new RevShare referral codes by removing the ‘REFERRAL’ prefix while keeping existing codes working as expected.
• Customer Reviews: Added controls for the embedded reviews widget, including layout, colors, reviews per page, height, and customer-name visibility.
• Payments: Updated bundled invoice payments to create a separate audit trail for each invoice and trigger payment-declined automations when a charge fails.
• Invoicing: Improved invoice actions performed through integrations so sending, updating, or deleting an invoice triggers the same billing, inventory, automation, and QuickBooks processes as actions completed in Homeworks.
• Customers: Added activity records for customer status and credit adjustments, improving visibility into account changes.
• Global Search: Added keyboard navigation. Use the arrow keys to move through results, Enter to open a result, and Escape to close the search.
• Payments: Updated the wording on the new payment method form so customers receive clearer guidance when adding a payment method.

Bug Fixes

• Customer Portal: Fixed an issue where deleted invoices could remain visible in the Customer Portal, preventing customers from opening or attempting to pay invoices that no longer exist.
• Payments: Fixed an issue where re-adding a previously removed card did not restore it as an active payment method, improving the reliability of automatic invoice payments.
• Payments: Fixed an issue where completed ACH payments could be applied again to newer invoices, preventing incorrect payment amounts and invoice balances.
• Schedule: Fixed an issue where line breaks caused dispatch notes to be cut off, so the full note now appears in All Events and Mobile (Field Force).
• Calendar: Fixed a crew permission check that could cause errors when users without crew access grouped or sorted the calendar by crew.
• Properties: Fixed crew assignment updates so changes made through connected tools also update all open and waitlisted visits for the property.
• Customer Reviews: Fixed the embedded reviews widget so it displays all customer feedback with pagination and shows customer names correctly.
• Estimates: Fixed an issue where estimates could apply the wrong rate matrix when multiple services shared the same name, ensuring totals, billable hours, and visit costs use the correct pricing.
• Dispatch Board: Fixed saved route order resetting after switching crews or refreshing the page.
• Automations: Fixed estimate follow-up messages sending together after their scheduled dates. Messages now send only during the appropriate follow-up window.
• Global Search: Updated Calendar and Schedule search results to open the current Calendar instead of the previous scheduler.
• Customers: Fixed the Events Assigned to This Property section so it shows the nearest upcoming visits first, with completed visits available through a separate filter.
• Payments: Fixed an issue that prevented some customers with saved cards from being auto-charged when their payment method record was missing or inactive in Homeworks.
• Routing: Fixed errors that could occur when Homeworks recorded activity for routes.
• Automations: Fixed sequence automations continuing after a configured tag was removed. Remaining actions in the sequence are now canceled when the stop condition is met.
• Time Tracking: Fixed crew time from Mobile (Field Force) showing as zero or No Time Tracked in visit details and work orders.
• Mobile (Field Force): Improved push notification recovery after login by reconnecting valid subscriptions when needed.
• Email Editor: Fixed an issue where the email editor could collapse or appear squeezed inside its popup.
• Calendar: Fixed new visits and to-dos created from a customer profile redirecting to the wrong calendar view.
• Mobile (Field Force): Fixed Start Work and Stop Work getting stuck when GPS or the tracking service was slow or unavailable.
• Payments: Fixed the Add Card and Edit Card windows getting stuck after a card was saved or when an error occurred.

Have feedback or questions? Contact our support team.

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

Improvements

• QuickBooks: Improved QuickBooks syncing to process updates faster and more reliably, while allowing company admins to choose one-way or two-way syncing from Settings.

Bug Fixes

• Billing: Fixed an issue that prevented companies with past-due subscriptions from canceling their Homeworks plan.
• Customer Portal: Fixed ACH verification for bank accounts that use a descriptor code, so customers can enter the code shown on their bank statement and complete verification.
• Communications: Corrected the property address merge tag so cities and states appear in the proper order in emails, text messages, and notifications.
• Schedule: Fixed recurring visit edits so users return to the correct customer account after saving.
• Schedule: Fixed an issue where editing a recurring visit displayed and could save its Budgeted Hours as zero.
• Calendar: Fixed the Calendar link shown after creating a visit from an accepted estimate so it opens the new Calendar instead of the previous schedule view.
• Calendar: Fixed an issue that could cause stale information to appear when the Calendar first loaded.
• Invoicing: Updated invoice totals and status filters to exclude archived invoices, so the displayed counts match the active invoice list.
• Expenses: Fixed yearly recurring expenses so the selected recurrence option is saved when a new expense is created.
• Dispatch Board: Fixed an issue where selecting visit checkboxes could move the page back to the top after interacting with a map marker.

Have feedback or questions? Contact our support team