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

Bug Fixes

• Dispatch Board: Fixed an issue where hiding the status column on the dispatch board wouldn’t completely hide it, leaving a portion of the status chip visible.
• Customers: Fixed an issue that could cause a blank or broken customer list during certain requests, so customers load more reliably.
• Unscheduled Work: Fixed an issue that could block creating a new visit from Unscheduled Work when selected estimate items did not have a property assigned, so teams can keep scheduling and choose the property on the visit when needed.
• Quick Dispatch: Fixed an issue on iPad and mobile where editing fields inside dispatch cards could conflict with drag and drop, so users can update supported fields more easily while still reordering cards from the card header.
• Mobile: Fixed an issue where new text messages showed in-app but did not trigger device push notifications, so users are more likely to see incoming messages right away.
• Store: Fixed an issue that could cause a white screen on the Order History page, so users can view past store orders without the page failing to load.
• Visits: Fixed an issue where Level Billing indicators could appear on visits that were not actually linked to Level Billing, so billing labels now display more accurately across visit workflows.
• Store: Fixed an issue where purchase dates and times in Order History could display incorrectly, so order timestamps now reflect the correct purchase time more accurately.
• Wiki: Fixed an issue where creating a new Wiki page could still show the old Copilot welcome text, so the experience now reflects the Homeworks brand more consistently.
• Recurring Series: Fixed an issue where subtotal, tax, and total did not update after removing an item or service from a recurring series, so pricing now recalculates correctly.
• Price Book: Fixed an issue where rate matrix values entered with commas could save incorrectly, so rates now keep the values users entered.
• Reports: Fixed issues with the Lifetime Value of Recurring Client metric calculation, including the rolling 12 month window and attrition logic, so the KPI is more accurate.
• Quick Dispatch: Fixed an issue where the date field did not reset correctly when scheduling multiple quick dispatches, so each new dispatch starts with the correct date.
• Quick Dispatch: Fixed an issue where custom fields were missing on visits created through Quick Dispatch, so those fields now appear without needing a manual reset.
• Dispatch Board: Fixed drag and drop behavior that was too sensitive and could interfere with editing on Quick Dispatch and Quick Dispatch Templates, so cards are easier to edit and can be reordered more intentionally from the title area.
• Dispatch Board: Fixed an issue where the total bar could be dragged and dropped, reducing confusion while using the board.
• Reports: Fixed an issue in Revenue Forecast where the property and employee filters did not respond correctly, so users can filter the report as expected.
• Schedule: Fixed an issue where new visits, to-dos, meetings, and maintenance records could redirect to the wrong calendar view, so redirects now follow each user’s default calendar view preference.
• Schedule: Fixed an issue where using the Show Date Last Serviced filter could trigger an error, so the filter now works more reliably.
• Communication: Fixed an issue where text templates were not sorted alphabetically when sending messages, making templates easier to find.
• Estimates: Fixed an issue where the Sent by Copied Link tag could be hard to see unless hovered, so the send status is now easier to recognize.
• Customer Statements: Fixed an issue where returning from a customer statement or invoice could trigger a Confirm Form Resubmission page instead of returning to the filtered statements list.
• Automations: Fixed an issue where the Estimate Has Service condition in sequence automations did not save or display selected services correctly, so service-based automation rules are more dependable.
• QuickBooks: Fixed an issue where QuickBooks sync buttons could appear for accounts that did not have QuickBooks connected, so those options now only show when QuickBooks is actually enabled and connected.
• Invoices: Fixed an issue where downloaded PDFs could show an outstanding balance that did not match the value shown elsewhere, improving balance consistency.
• Estimates: Fixed an issue where estimate numbers displayed with extra leading zeroes in the CRM, so estimate numbers now appear more cleanly and consistently.
• Visits: Fixed an issue where trademark symbols in visit titles could display incorrectly after saving.
• Dispatch Board: Fixed an issue where the calendar button did not always open the date picker reliably, so users can access and select dates more consistently when scheduling or editing work.
• Reports: Fixed an issue in the Sales Tax Report where the Taxable Amount column could include records with 0% tax, so the report now reflects only revenue that was actually taxed across billed, collected, and outstanding views.
• Dispatch Board: Fixed an issue where skipped visits could appear under the Open filter, so visit statuses now display more consistently across scheduling views.
• Communication: Fixed an issue where SMS conversations could open to a blank message window, so users can view and respond to text threads again.
• Invoicing: Fixed an issue where invoices were not always auto-sent consistently, so invoices now send more reliably when auto-send is enabled.

Improvements

• Store: Removed PayPal as a payment option from the Store, simplifying checkout and removing an option that was no longer being used.
• Properties: Added customer names to property CSV exports, so exported files include more useful context.
• Time Tracking: Added an Event column and visit link to Time Tracking and Active Time Clocks, so teams can quickly see which visit a user is working on.
• Recurring Series: Updated recurring series crew assignment wording to say “No crew assigned,” making empty states clearer.
• QuickBooks: Updated the QuickBooks integration to a newer SDK version to support compatibility and reliability.

Have feedback or questions? Contact our support team.

If your crews work in areas with bad cell service, this one is for you.

FieldForce has offline mode so crews can keep working with no signal. Now we added two big upgrades:

• Visit Forms work offline (view, fill out, submit)
• Upsells work offline (select and send)

If they are offline, everything will sync and send once they are back online.

No setup needed. This is automatic.

Thanks for the feedback. If there’s anything else you want improved in FieldForce, drop it in the comments.

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

Bug Fixes

• Routing: Fixed an issue where routes could not be optimized or saved for customers imported from CSV when their properties were missing map coordinates, so imported customers can be routed normally.
• Estimates: Fixed an issue where using Customer Status or Customer Tags filters on the Estimates list could show duplicate estimates, so filtered results display correctly with no repeated entries.
• Estimates: Fixed an issue where adding some specific services to an estimate could trigger an error and fail.
• Estimates: Fixed an issue where saving an estimate could fail with an unexpected error when a service name contained extra spaces, so estimates save reliably even if service names are formatted inconsistently.
• Schedule: Fixed an issue where moving a recurring event and selecting “Move All Unclosed Visits” could reset BH values to 0, so existing BH values are preserved for all affected visits and no data is lost.
• Schedule: Fixed an issue where updating BH could shift a visit to the wrong date for accounts in timezones ahead of UTC (including Brisbane), so visits stay on the correct day after saving across single, recurring, multiday, and waitlist events.

Improvements

• Routing: Improved route optimization to automatically look up missing property coordinates and save them once found, so the Dispatch Board is more reliable when working with imported data.
• Dispatch Board: Updated map loading to persist successfully retrieved coordinates (not just display them), reducing repeated location lookups and improving consistency across sessions.
• Customers: Adjusted property details to only show coordinates when they actually exist, making it easier to spot and correct location issues that affect routing.

Have feedback or questions? Contact our support team.

Added a clipboard icon on the schedule list for visits that contain notes, so crews can spot important instructions before starting work.

Grow. Without breaking.

• Updated product branding to Homeworks across the app experience.
• Simplified plans to Solo (Free), Growth, and Enterprise.
• Growth and Enterprise now share the full feature set.
• Growth guarantee for paid tiers (refund software fees if business does not grow by at least 10% in year one).

Paid plans now include user seats:

• Growth: up to 10 users included
• Enterprise: up to 20 users included
• Additional users: $15 per user per month

Growth vs Enterprise differentiation updated to platform processing fee:

• Growth: 1%
• Enterprise: 0%

New update for Copilot, including several bug fixes:

• Estimates: Fixed an issue where the Level Billing Agreement option did not appear when creating a visit from an estimate, so you can link the customer’s existing Level Billing Agreement during visit creation.
• Dispatch Board: Fixed an issue where the Truck Mileage report could show no entries after route optimization, so mileage results display correctly going forward. (Truck Mileage reports created between December 19, 2025 and the date this fix is deployed may still appear blank, and you will need to re-optimize those routes to regenerate the report.)
• Schedule: Fixed an issue where indefinite recurring series could stop generating visits about two years after the start date by automatically extending them so future visits continue to generate.
• Schedule: Improved recurring series update logic so edits to recurring series apply more reliably across a wider range of recurring settings.
• Automations: Fixed an issue where creating a recurring series could trigger “Visit Added” notification actions for every visit in the series, so SMS and email notifications are now suppressed for recurring events.
• Invoicing: Fixed an issue where Payments in both the Customer Portal and the CRM could show amounts that excluded Stripe processing fees, so payment history and totals now reflect the full amount charged (including processing fees), including when paying an account balance across multiple invoices.
• Estimates: Fixed an issue where Price Matrix calculations could stop updating correctly after an item was declined, so estimate pricing and totals stay accurate when customers accept or decline items.

Have feedback or questions? Contact our support team.

Improvements

• UI Refresh: Updated icons and colors, plus cleaner navigation across Copilot.
• Mobile Navigation: Replaced the top menu button with a new bottom bar that includes quick buttons (Home, Notifications) and an easier menu for the rest of the app.

Improvements

• Mobile (Field Force): Paused the progress bar’s continuous stripe animation when the app is backgrounded, reducing unnecessary foreground-only rendering.
• Mobile (Field Force): Paused the rotating job timer animation when the app is backgrounded, so it does not keep updating when the app is inactive.
• Mobile (Field Force): Updated the in-app clock to run timer updates only while the app is active, improving efficiency during lock screen and app switching.
• Mobile (Field Force): Confirmed the real-time crew time refresh is UI-only (no background API calls) and scoped its interval behavior to the active app state.

Have feedback or questions? Contact our support team.

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

Bug Fixes

• Invoicing: Fixed an issue where combining invoices could show an incorrect discount percentage when you edited the combined invoice, so the discount percent now reflects the true discount based on the combined subtotal instead of being incorrectly added together.
• Invoicing: Fixed an issue where completing a visit in Field Force ****could fail to generate an invoice in some cases, so eligible visits now create invoices reliably and skipped invoicing is logged with a clear reason for easier troubleshooting.
• Dispatch Board: Fixed an issue where events could still appear under the Unassigned Employees filter after you assigned them, so the Crew and Employee columns and the filtered event list update immediately without needing a page refresh.
• Dispatch Board: Fixed an issue where unassigning or changing a crew or employee could require a page refresh before the event list updated, so the Dispatch Board now automatically refreshes the filtered list after changes from both the event details popup and bulk assignment.
• Items and Services: Fixed an issue where exported CSV files could include formatting tags in descriptions and break columns in spreadsheets, so descriptions export as clean text and quotes are handled correctly.
• Expenses: Fixed an issue where editing an expense date could show an internal error when the expense had an assigned employee but the Employee field was left blank, so you can save date changes successfully without needing to select an employee.

Improvements

• Billing: Updated the registration, upgrade, and downgrade flows so new signups can choose a plan up front, upgrades take effect immediately with prorated billing, and downgrades can be scheduled to apply at the end of the billing period.
• Billing: Improved the Upgrade page to show the current subscription clearly, display only active plans, and label plan actions appropriately (Upgrade vs Downgrade) so it’s easier to understand what will happen before making a change.

Have feedback or questions? Contact our support team.

• Lock screen clock-in reminders are now available on Android (iOS already supported).
• Improved time clock consistency by preventing refreshes while clock-in and clock-out actions are still processing.
• Reduced timer flicker and state rollback during offline sync and pull to refresh.
• Added a warning when clocking out while an event timer is still running, guiding users to stop the active timer first (works online and offline).
• Updated event details to show only the event timer, removing unrelated global clock-in indicators.
• Extended sign-in session from 14 days to 30 days to reduce unexpected logouts.