New update for Homeworks, including several improvements and bug fixes:
Improvements
Notifications: Push notifications now go out immediately when the event happens instead of arriving in delayed batches. Crew assignment notifications now only go to crew members when a visit is reassigned to a different crew, so creating a visit with a crew no longer triggers one.
Bug Fixes
Emails: Sending an email with no content now shows a warning instead of going out blank. This covers estimates, invoices, receipts, bulk sends, and emails sent from customers, the Dispatch Board, and customer profiles, and empty templates can no longer be saved or set as defaults.
Customers: New leads created through the Work Request Form now inherit your company’s default late fee rules, matching Add New Customer and CSV import, so their invoices pick up the company late fee rules.
Invoicing: Customer discounts now apply consistently to invoices created automatically when a visit closes, and new lines added later inherit the discount stored on the invoice.
Invoicing: Invoice line totals for recurring visits completed from the recurring event popup now show the full service amount plus tax. The customer discount appears in the invoice totals, so the lines add up to the invoice total.
Invoicing: Invoices now fall back to your company’s late fee rule when no late fee type was set, instead of ending up with no rules. Invoice details now show an Invoice Late Fees Rules section with the rule type, wait days, and percentage or amount.
Recurring Series: Changing an off-season’s start date now removes scheduled visits that fall inside the new off-season window, so moved dates no longer leave visits sitting on the calendar.
Customer Portal: Vertical videos attached to estimates now show the full frame instead of being cropped at the top and bottom, so close-up videos no longer get cut off.
Have feedback or questions? Contact our support team.
