Improvements & Bug Fixes

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

Improvements

• Workview: Improved notification placement across desktop and mobile so messages no longer cover key controls, while removing unnecessary success messages when the updated screen already confirms an action.
• Referrals: Simplified new RevShare referral codes by removing the ‘REFERRAL’ prefix while keeping existing codes working as expected.
• Customer Reviews: Added controls for the embedded reviews widget, including layout, colors, reviews per page, height, and customer-name visibility.
• Payments: Updated bundled invoice payments to create a separate audit trail for each invoice and trigger payment-declined automations when a charge fails.
• Invoicing: Improved invoice actions performed through integrations so sending, updating, or deleting an invoice triggers the same billing, inventory, automation, and QuickBooks processes as actions completed in Homeworks.
• Customers: Added activity records for customer status and credit adjustments, improving visibility into account changes.
• Global Search: Added keyboard navigation. Use the arrow keys to move through results, Enter to open a result, and Escape to close the search.
• Payments: Updated the wording on the new payment method form so customers receive clearer guidance when adding a payment method.

Bug Fixes

• Customer Portal: Fixed an issue where deleted invoices could remain visible in the Customer Portal, preventing customers from opening or attempting to pay invoices that no longer exist.
• Payments: Fixed an issue where re-adding a previously removed card did not restore it as an active payment method, improving the reliability of automatic invoice payments.
• Payments: Fixed an issue where completed ACH payments could be applied again to newer invoices, preventing incorrect payment amounts and invoice balances.
• Schedule: Fixed an issue where line breaks caused dispatch notes to be cut off, so the full note now appears in All Events and Mobile (Field Force).
• Calendar: Fixed a crew permission check that could cause errors when users without crew access grouped or sorted the calendar by crew.
• Properties: Fixed crew assignment updates so changes made through connected tools also update all open and waitlisted visits for the property.
• Customer Reviews: Fixed the embedded reviews widget so it displays all customer feedback with pagination and shows customer names correctly.
• Estimates: Fixed an issue where estimates could apply the wrong rate matrix when multiple services shared the same name, ensuring totals, billable hours, and visit costs use the correct pricing.
• Dispatch Board: Fixed saved route order resetting after switching crews or refreshing the page.
• Automations: Fixed estimate follow-up messages sending together after their scheduled dates. Messages now send only during the appropriate follow-up window.
• Global Search: Updated Calendar and Schedule search results to open the current Calendar instead of the previous scheduler.
• Customers: Fixed the Events Assigned to This Property section so it shows the nearest upcoming visits first, with completed visits available through a separate filter.
• Payments: Fixed an issue that prevented some customers with saved cards from being auto-charged when their payment method record was missing or inactive in Homeworks.
• Routing: Fixed errors that could occur when Homeworks recorded activity for routes.
• Automations: Fixed sequence automations continuing after a configured tag was removed. Remaining actions in the sequence are now canceled when the stop condition is met.
• Time Tracking: Fixed crew time from Mobile (Field Force) showing as zero or No Time Tracked in visit details and work orders.
• Mobile (Field Force): Improved push notification recovery after login by reconnecting valid subscriptions when needed.
• Email Editor: Fixed an issue where the email editor could collapse or appear squeezed inside its popup.
• Calendar: Fixed new visits and to-dos created from a customer profile redirecting to the wrong calendar view.
• Mobile (Field Force): Fixed Start Work and Stop Work getting stuck when GPS or the tracking service was slow or unavailable.
• Payments: Fixed the Add Card and Edit Card windows getting stuck after a card was saved or when an error occurred.

Have feedback or questions? Contact our support team.