Bug Fixes and Improvements

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

Bug Fixes

• Invoicing: Fixed invoice line dates not following company settings when closing visits, so invoices use the correct scheduled or closing date.
• Schedule: Fixed Budgeted Hours appearing blank when adding unscheduled estimate work to a recurring visit, so the estimate’s hours carry over correctly.
• Mass Texting: Fixed invalid phone numbers causing an entire mass text batch to appear unsuccessful, so completed sends and skipped customers are reported correctly.
• Schedule: Fixed an issue where dragging a recurring visit could remove the visit without moving the rest of the series, so recurring visits now move to the correct dates.
• QuickBooks: Fixed an error that could interrupt invoice deletion during QuickBooks syncing.
• Customer Portal: Fixed an issue that could prevent customers from signing in through their portal link.
• Automations: Fixed estimate follow-up automations continuing after an estimate was accepted or declined.
• Text Messaging: Fixed customer and employee names being replaced by phone numbers in the conversation list.
• Reports: Fixed an issue where the Revenue by Customer PDF only printed the first 30 records, so the export now includes every customer that matches the selected date range and filters.
• Customers: Fixed the sort order on the Recent Past Due Invoices section of the customer profile so the newest past-due invoices appear first, matching every other invoice list on the page.
• Invoicing (Tax Lookup): Fixed slow tax rate lookups that were adding delays when creating or editing invoices, so tax rates now resolve quickly again.
• Invoicing: Fixed an issue where the Show Invoice Event Date setting was not being respected when completing invoiceable events, so the visit date prompt now appears as expected when the setting is turned on.
• Payments: Fixed an issue where credit card processing fees were being passed to end customers paying with a debit card, so debit and prepaid card payments no longer incur a surcharge.
• Signup: Improved the signup and onboarding flow so users who step away partway through can pick back up where they left off instead of starting over.
• Payments: Debit and prepaid card payments no longer include customer-facing processing fees, helping businesses follow card surcharge rules.
• Notifications: Event completion and crew assignment notifications now show the correct event type, such as Visit, Meeting, Maintenance, or To-do.

Improvements

• Estimates & Invoicing: Improved the tax rate lookup so it completes faster when adding or editing line items, cutting down on wait time during estimate and invoice creation.

Have feedback or questions? Contact our support team.