Bug Fixes and Improvements for May 8, 2026

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.