Bug Fixes and Improvements for March 6, 2026

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.