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

Bug Fixes

• Schedule: Fixed an issue where adding notes to a completed job would reopen it and create a duplicate invoice when closed again.
• Schedule: Fixed an issue where editing a recurring visit series would delete and fully recreate all future events, causing photos, notes, completion status, and other visit-specific data to be lost. Future visits are now updated in place, preserving existing data.
• Schedule: Fixed an issue where the "On Site" status was not displaying for all visits with active time tracking in the Schedule view when multiple employees were clocked in at the same time.
• Dispatch Board: Fixed an issue where custom route orders set by drag-and-drop were not saving and would revert after navigating away or refreshing the page.
• Command Center: Fixed an issue where the local time clock and "Back to Command Center" button were missing after the Homeworks 1.5 rebrand release, adding unnecessary friction to the daily workflow for franchise users.
• Invoicing: Fixed an issue where the tax rate on line items did not update when switching the property on an Add Visit or Edit Visit form, causing the old tax rate to remain even after selecting a different location.
• Payments: Fixed an issue where failed auto-charge attempts were triggering an error due to a missing user session, which could silently prevent the failure from being logged correctly.
• Settings: Updated the description for the "Automatically Apply Customer Credit to Invoice" setting to accurately reflect how the feature works. Credit is now correctly described as applying toward any invoice, regardless of whether it covers the full balance.
• Payments: Fixed an issue where processing fees were not showing correctly on the Payments page, payment details, receipts, and invoice history. The full customer-charged amount, including any processing fee, now displays consistently across all payment views.
• Schedule: Fixed an issue where editing a recurring visit series would cause photos and video attachments to be lost.
• Dispatch Board / Schedule: Removed the "Move all future events" option when moving multiple visits at once, since the behavior was unreliable across multiple recurring series. The option remains available when moving a single visit.
• My Day: Fixed an error that occurred when clicking on upcoming events in the My Day view, which previously caused a page error instead of loading the event.
• Dispatch Board: Fixed an issue where Budgeted Hours shown on the Dispatch Board did not match what appeared on the individual visit, and where fractional hour values were not reflected correctly in payroll.
• Schedule: Fixed an issue where updating Budgeted Hours on a recurring series was not saving to future visits. The updated hours are now correctly applied across the series.
• Estimates: Fixed an issue where applying a discount removed decimal values from the total cost, causing pricing to round incorrectly.
• Reporting: Fixed an issue where the Revenue Forecast report was not displaying Level Billing agreements that had no associated visit, causing the report to undercount expected revenue. The report now includes Level Billing invoices within the selected date range regardless of whether an event is linked.
• Automations: Fixed an issue where clicking the Approve or Reject button in the Automations in Review section would sometimes redirect to the automation's detail page instead of opening the confirmation dialog.
• Invoicing: Fixed an issue where sending invoices via preferred method showed a generic error even when some invoices were sent successfully. The messaging now accurately reflects which invoices were sent and which failed.
• Customers: Fixed an issue where skipped visits were not appearing under Job History on the Customer Profile, making it difficult to see a full record of completed and skipped visits.
• Estimates: Fixed an issue where deleting a Waitlist visit from an estimate did not update the estimate's status, leaving it stuck as "Scheduled" and causing the estimate to fail to load when edited.
• Client Portal: Fixed an issue where failed payment attempts made through the Client Portal were not recorded in the Invoice History inside the CRM.
• Client Portal: Fixed an issue where the Invoice History on the Client Portal was showing a raw error code instead of a readable message when a payment failed.
• Command Center: Fixed an issue where the "Back to Command Center" button in the Activity Timer was not redirecting correctly, causing users to be sent to the wrong location.
• Estimates: Fixed an issue where converting an estimate to a visit applied an incorrect cost value when the discount calculation resulted in a price with three decimal places, causing the amount to be read as a whole number instead.
• Schedule: Fixed a filter issue on the All Events page that caused a blank white screen when filtering by service item type.
• Customers: Fixed an issue where changing the Country on a Customer Profile required a hard page refresh before the state field would update. The state options now refresh automatically when the country is changed.
• QuickBooks: Resolved several errors in the QuickBooks sync that occurred when account data contained null values, improving the reliability of invoice syncing.

Improvements

• Schedule / Dispatch Board: You can now filter the Schedule and Dispatch Board by multiple crews or employees at the same time, making it much easier to manage routes across locations or crews.
• Schedule: When editing a recurring visit series, a confirmation dialog now shows exactly which fields changed, how many future visits will be affected, and how many past visits will be left untouched. So you always know what will happen before saving.

Have feedback or questions? Contact our support team.

We replaced our mapping provider (Trimble → Mapbox) to better support local service routes.

This improves:

• Routing accuracy in neighborhoods
• Handling of short stops
• Overall routing speed and reliability

No changes to Dispatch Board workflows.

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

• Schedule & Events: Fixed an issue where editing a recurring job could delete completed or closed events (and their job history/media) by incorrectly treating all events in the series as deletable, so past work stays intact when you update a recurring series.
• Schedule & Events: Corrected the “effective start date” handling for recurring events so updates correctly respect the date you choose instead of unintentionally using today’s date.
• Schedule: Fixed an issue that could prevent never-ending recurring schedules from creating future visits, so ongoing work stays available on the schedule.
• Estimates and Invoices: Fixed line item fields that could reset while being edited, so values like cost, quantity, taxes, and budgeted hours save more reliably.
• Waitlist: Fixed an issue where deleting a waitlist item could incorrectly create a visit on the calendar.
• Zapier: Fixed an issue that could cause Zapier-related event data to fail when company details were sent in a different format.
• Recurring Visits: Fixed an issue where recurring visit pricing updates could fail for accounts with certain date and time settings.
• Items and Services: Fixed an issue where service item descriptions with special characters could appear blank when editing.
• Taxes: Fixed property-based tax rate lookups on estimates so the latest applicable rate is used when “Use Property Location for Tax Rate” is enabled.
• Invoicing: Fixed an issue that could prevent fully paid invoices from being updated when the discount field was disabled.
• Customers: Fixed an error that could occur when filtering customers by ACH status.
• Dispatch Board: Fixed an issue where Clocked Hours could reset or show incorrect values after refreshing the page.
• Time Tracking: Improved timer behavior in event popups so start and stop actions stay in sync more reliably.
• Invoicing: Fixed an issue where invoice totals could include an extra hidden line item, so totals better match the visible invoice details.
• Automations: Fixed Automations in Review so customer names display more reliably, including for individual customers without a company name.
• Estimates: Fixed an issue where the Recommendation checkbox could move to the wrong line item after saving.
• Payments: Fixed failed payment handling so invoice history records payment failures more clearly without unnecessary system errors.
• Payments: Fixed an issue that could occur when checking payment methods tied to unavailable Stripe customer records.
• Dispatch Board: Fixed the floating map so it no longer shrinks or jumps unexpectedly when scrolling.
• Text Messaging: Fixed issues with loading older text messages and improved how recent sent messages appear in a thread.
• Reports: Fixed the Revenue Forecast report so selected date ranges show the full revenue for that period.
• Recurring Visits: Fixed an issue where editing notes on a recurring visit could delete closed or completed visits.
• Invoice History: Fixed failed payment history so it shows the correct user or customer instead of “System (Automation)” when appropriate.
• Recurring Visits: Fixed an issue where HTML could appear in the Notes section of the recurring events modal.

Improvements

• Recurring Visits: Updated recurring series edits to preserve matching visits instead of deleting and recreating them, helping keep notes, photos, statuses, and other visit details intact.
• Client Portal: Removed the running lifetime paid total from the client portal for a cleaner payment experience.

Have feedback or questions? Contact our support team.

Bug Fixes

• Customers: Fixed a white screen that appeared when opening a customer profile after connecting a Stripe account.
• Customers: Fixed customer search returning no results when the search query included a space, making it impossible to find customers with multi-word names.

• Billing: Fixed an issue where customers with active paid subscriptions were being incorrectly downgraded to the Solo tier.
• Invoicing: Fixed payment receipts showing an inflated total caused by processing fees being counted twice, so the amount on receipts now matches what appears in payment history and the Customer Portal.
• Customer Portal: Fixed paid invoice totals in the Customer Portal incorrectly showing processing fees as if they were charged twice.
• Reports: Fixed the Sales Tax Report showing totals that didn't match the Invoice List due to different filtering logic and calculation sources being used across the two views.
• Schedule: Fixed the recurring series list displaying the original rule start date instead of the date of the first actual scheduled event.
• Schedule: Fixed the Qty/Hr field not updating when selecting a service in the Add Visit modal and on the Recurring Event Details page.
• Schedule: Fixed an edge case where recurring events with overlapping same-day entries could produce an internal count mismatch, improving the reliability of recurring series updates.
• Communications: Fixed the Unsubscribed tag reappearing after being manually removed, and fixed emails still being delivered to customers with that tag applied.
• Messaging: Fixed an error that prevented SMS conversation threads from loading, especially on mobile browsers.
• Mobile (Field Force): Fixed assigned visits not appearing in the Mobile (Field Force) schedule for some users despite being correctly assigned in Homeworks.
• Mobile (Field Force): Fixed overnight clock-in sessions being automatically clocked out at midnight, even when the auto clock-out setting was turned off.

Improvements

• Reports: Updated the Sales Tax Report with new filter options (Sent or Paid, Sent Only, Paid Only, Sent and Paid) and an improved summary that now separately breaks out taxable sales, processing fees, and a grand total, making it much easier to reconcile with the Invoice List.
• Communications: Added a confirmation step to the customer unsubscribe flow to prevent accidental or automated unsubscribes from incorrectly marking customers as opted out.
• Customers: Improved the customer import tool with smarter column auto-mapping, duplicate detection, and support for importing tags. Also added better compatibility with files exported from Jobber, Service Autopilot, and Yardbook.

Have feedback or questions? Contact our support team.

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

Improvements

• Schedule: Added an autofill feature for the Qty/Hr field on the Add and Edit Visit pages, ensuring it automatically pulls the correct defaults from your saved Items and Services for more accurate scheduling.
• Billing: Updated and moved the Billing page to the user dropdown menu in the top right corner, providing a faster and more streamlined experience for managing your subscription.
• Time Tracking: Overhauled the time tracking system to improve accuracy when calculating total hours across the team and ensure manual entries correctly reflect your company's time zone.
• Dispatch Board: Improved the reliability of map rendering and route optimizations on the Dispatch Board for smoother navigation and scheduling.
• Mobile (Field Force): Enhanced the background logic for auto clock-out to ensure team members are accurately tracked even if they forget to clock out at the end of the day.
• General: Optimized the platform's file-handling infrastructure to ensure faster and more secure media and image uploads.

Bug Fixes

• Dispatch Board: Fixed a bug that caused the Dispatch Board to appear blank, ensuring all scheduled visits and data load correctly.
• Invoicing: Resolved an issue where visit costs and rates were not transferring to invoices and improved the labeling of Level Billing services to ensure billing transparency.
• Dispatch Board: Fixed a bug where the Dispatch Board showed 0 hours for visits even when time was correctly logged by the field team.
• Mobile (Field Force): Fixed an issue where upsell text messages sent from the mobile app were not appearing in the CRM's chat history, ensuring business owners stay informed on all customer communications.
• Schedule: Resolved an issue where updating recurring visit frequencies (e.g., from weekly to biweekly) while using an off-season did not correctly refresh the schedule.
• Billing: Fixed a bug where failed charges or subscription updates could cause unexpected plan cancellations or duplicate billing entries.
• Customers: Fixed an issue where updating a customer’s status or invoice delivery preferences required a page refresh to show the changes.
• Reports: Corrected a bug in the KPI Cockpit where expenses were being incorrectly counted as revenue in the monthly revenue total.
• Customer Portal: Fixed an issue where custom tax names, such as GST, were not displaying correctly on invoices within the Customer Portal.

Have feedback or questions? Contact our support team.

New update for Homeworks, including several bug fixes:

Bug Fixes

• Dispatch Board: Fixed an issue where Solo plan accounts could not use Order Sequentially & Save on the Dispatch Board, so Solo users can manually save route orders again.
• Dispatch Board: Updated the route-saving menu for Solo accounts so unavailable optimization options are clearly shown as disabled instead of failing unexpectedly.
• Schedule: Fixed an issue where indefinite recurring series were not extending automatically after three years, so recurring work continues to generate as expected.
• Invoicing: Fixed an issue where certain invalid or incomplete address details could cause sales tax lookups to fail, so invoices can still load a safe tax result instead of throwing an error.
• Reports: Fixed an issue where the Sales Tax Report could show billed amounts that did not match actual invoice totals, so tax reporting is more accurate.
• Schedule: Fixed an issue where changing the start date on a recurring visit did not update the recurring series correctly, so schedule changes now stick.
• Estimates: Fixed an issue where estimate totals could calculate incorrectly in some editing scenarios, so totals now update more reliably as users make changes.
• Estimates: Fixed an issue where adding an item to an existing visit could get stuck on a loading screen, so users can add estimate items without the workflow freezing.
• Communication: Removed the Send SMS button link option from email templates because it was not supported reliably across email clients, so businesses are less likely to send broken links.
• Estimates: Fixed an issue where the trademark symbol displayed incorrectly on printed estimates, so printed documents show item names correctly.
• Assessments: Fixed an issue where property notes could show raw HTML on the create assessment page, so notes now display in a clean readable format.
• Schedule: Fixed an issue where recurring meetings did not show the full recurring schedule options when editing, so users can update start dates, visit counts, and other recurring details.
• Payments: Fixed an issue where Growth plan accounts could not pass credit card processing fees to customers, so Growth users now have access to the correct billing behavior.

Have feedback or questions? Contact our support team.

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

Bug Fixes

• Estimates: Fixed an issue where visit forms did not appear right away when creating visits from accepted estimates, including visits created from individual line items, so the right forms are visible during scheduling.
• Dispatch Board: Fixed route ordering issues so stop numbers appear right away after optimizing or saving routes, sorting keeps stop order visible, and route actions correctly recognize when multiple visits are selected.
• Dispatch Board: Fixed an issue where the map selection tool kept visits selected outside the drawn area, so only visits inside the active selection remain selected.
• Taxes: Fixed an issue with property tax rate lookups by updating the tax API connection, so tax rates now resolve correctly going forward.
• Estimates: Fixed estimate description formatting inconsistencies between Homeworks and the customer portal, so customers see descriptions more like the version created in Homeworks.
• Emails & SMS: Fixed an issue where customer and company lookups could pull the wrong account details in emails, texts, and automation tags.
• Automations: Fixed an issue where some legacy automations could fire twice or trigger for older invoice activity, helping prevent duplicate actions.
• Login: Fixed the reset password page so it now matches the Homeworks look and feel.
• Invoicing: Fixed layout issues in late fee rules and related billing pages, making those settings easier to review and use.
• User Interface: Fixed an issue where single-date fields looked disabled even though they were still clickable, so date pickers now appear usable as expected.

Improvements

• Estimates: Improved the Visit Forms section when creating visits from accepted estimates by adding scrolling support for accounts with a large number of forms.
• QuickBooks: Added clearer QuickBooks tax agency error handling, setup guidance, and verification steps so companies can fix setup issues faster and restore syncing successfully.
• Automations: Updated automation trigger status colors to use consistent system colors, making statuses easier to scan.

Have feedback or questions? Contact our support team.

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

Bug Fixes

• Invoicing: Fixed an issue where reordered invoice line items did not stay in the new order after saving, so invoice line items now remain in the correct order.
• Client Portal: Fixed an issue where reordered invoice line items were not reflected in the Client Portal, so customers now see invoice details in the same order shown in Homeworks.
• Customer Management: Fixed the customer link on the Property Details page so clicking a customer name now takes users directly to that customer’s profile.
• Estimates: Fixed the cursor behavior in estimate descriptions so it is easier to place the cursor, highlight text, and make edits.
• Schedule: Fixed an issue that allowed to-dos to be saved without a title, helping prevent broken or incomplete to-do records.
• Events: Fixed an issue where closing an event could fail if the related service had later been deactivated, so invoices can still be created for completed work.
• P4P: Fixed an issue where some client hourly rates were not syncing correctly from Homeworks to P4P, so visit rates now transfer more consistently.
• Platform: Fixed several backend issues that could cause certain requests, automations, and background processes to fail unexpectedly, improving overall reliability.

Improvements

• Estimates: Improved deposit setting clarity by showing when company-level settings override customer-level settings, making it easier to understand which setting is being applied.
• Schedule: Updated the Add Visit, To-do, and Meeting pages to follow a more consistent structure, making these workflows easier to use.

Have feedback or questions? Contact our support team.

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

Bug Fixes

• Invoicing: Fixed an issue where invoice line items could show the billing address instead of the correct property when visits were completed in Mobile (Field Force), so invoices now reflect the right property for each completed visit.
• Level Billing: Fixed an issue where assigning a Level Billing agreement could remove existing invoiceable items or services from a visit, so services now stay in place and duplicate entries are avoided.
• QuickBooks: Fixed an issue where non-synced customers were missing from the QuickBooks customer mapping list, so it is easier to find and map the right customers.
• Visits: Fixed a visit modal layout issue when a Level Billing agreement was attached, so visit details display more cleanly and consistently.
• Automations: Fixed an issue where Sequence Automations were not staying toggled on or off, so saved automation settings now persist correctly.
• Schedule: Fixed an issue that could prevent some users from creating recurring visits or scheduling future visits, so scheduling and rescheduling works more reliably.

Improvements

• Mobile (Field Force): Updated visit notes so hyperlinked text is more clearly styled, making links easier to spot and use in the app.
• Dispatch Board: Added support for Work Assessment records on the Dispatch Board map and in route sorting, so teams can include them in dispatch planning and optimization.
• Accessibility: Made accessibility improvements across the PHP app to address critical WCAG 2.1 AA issues and improve usability for more users.
• Estimates: Updated the line item reorder icon in Estimates to better match drag-and-drop behavior, making the interaction clearer.
• Settings: Added a tooltip to clarify that the Closed Visit Position setting only affects the CRM, not Mobile (Field Force), so teams know what to expect.
• Settings: Added a tooltip to clarify that the Event Types user privilege only affects the CRM, not Mobile (Field Force), so permission behavior is easier to understand.

Have feedback or questions? Contact our support team.

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.