Bug Fixes and Improvements for March 26, 2026

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.