Homeworks Release Notes

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

Bug Fixes

• Mobile: Fixed an issue on the My Day page where tapping a job status card (Yet to Start, In Progress, or Completed) would sometimes navigate to the wrong job list, so the correct filtered jobs now appear every time.
• Automations: Fixed an error that caused Sequence Automations to fail when a visit title was not set, so automations now run without interruption in those cases.
• Customers: Fixed an issue where the customer rating handler was rejecting rating events, so customer review automations and notifications now trigger correctly when a rating is submitted.
• Group Texts: Fixed an issue on the Group Text page where opening a system group (such as "All Customers") would display raw code instead of the customer list. Also corrected the group list to hide edit, delete, and manage buttons on system groups that cannot be modified.
• Email: Resolved a configuration issue that was preventing emails from sending correctly, so email notifications and communications now deliver as expected.
• Events: Fixed an issue where photos and videos added to a recurring visit series did not appear on visits that were already scheduled, so uploaded images now show up across all existing visits in the series without recreating them. Past, closed, and skipped visits are left untouched. (
• Events: Fixed an issue where visit forms were silently removed from individual visits after moving a recurring series more than once, so forms now stay attached to every visit when a series is rescheduled.
• Dispatch Board: Fixed an issue where dragging a recurring job to a new date and choosing "Move All Unclosed Visits" could create duplicate visits stacked on the schedule, so moving a series no longer produces hidden duplicates.
• Dispatch Board: Fixed an issue where budgeted hours were cleared from visits after a recurring series was moved, so budget hours now carry over to the rescheduled visits.
• Schedule: Fixed an issue where saving visit notes required a full page refresh before the updated notes, and the note icon would appear, so notes now update instantly in the list view.
• Employee Management: Fixed an issue where employees with Billing access were redirected to the dashboard instead of seeing the Billing page, so team members granted Billing permission can now open it as expected.
• SMS: Fixed an issue where saving a texting phone number would hang on a loading spinner forever with no error shown, so saving now either completes or displays a clear message you can act on. Phone number search errors are now surfaced in the same way.

Improvements

• Schedule: Replaced the old "Visit Notes Saved" pop-up with a brief, non-intrusive toast notification, and visit notes now save via a single, consistent path wherever they can be edited, so the experience is smoother and consistent across the app.

Have feedback or questions? Contact our support team.

We updated the Billing tab in Homeworks (where you manage your subscription to Homeworks) to help you catch card and payment issues on your membership early, and to keep you working if something does go wrong.

What's new:

• Card expiration warnings in the app. If the card on file for your Homeworks subscription is about to expire, a dismissible banner shows up 30 days out, and a non-dismissible banner shows up at 7 days. Both banners include a quick action to update your card without leaving the page you're on.
• Self-serve payment retry. When a subscription payment fails, you'll get a notification with the reason. Once the issue is fixed on your end (for example, moving funds into your account), you can retry the payment from the app.
• 10-day grace period on failed payments. If your membership payment fails, your account will keep full access for 10 days. A persistent warning shows the issue and what to do next.
• New expiration page. If the grace period ends without a successful payment, you'll see a new page where you can downgrade to free or pick a new paid plan, instead of being locked out with no path forward.

Why we built this:

Too many business owners were getting locked out of their Homeworks accounts because the card on file for their membership expired or a subscription payment failed without warning. These updates give you a heads-up before issues happen, time to fix them if they do, and a clear way to get back on track.

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

Bug Fixes

• Customers: Fixed an issue where some accounts saw an infinite loading screen when creating a new customer or property if a custom field name contained an emoji or special character. Edits to existing custom field values are now also saved correctly, and field labels show the name as configured.
• Employees: Fixed an infinite spinner when saving Hire Date, Birth Date, or Inactive Date on an employee profile. Invalid or empty dates now show an instant error, and save confirmations appear as a small corner notification instead of a blocking pop-up.
• SMS: Fixed an issue where SMS conversations would fail to load for customers whose names contained curly quotes or other special characters. Customer names now display cleanly in conversation headers and avatar initials.
• Invoicing: Fixed an issue where opening an invoice or estimate to make any edit silently reset line-item tax percentages to 0, which could change the invoice total when saved. Existing tax rates are now preserved on the edit screen.
• Automations: Fixed an issue where submitting a work request triggered the "Work Request Is Received" automation twice, causing customers to receive duplicate confirmation emails. Each submission now fires the automation exactly once.
• Payments: Fixed an issue where some payment-received events were silently dropped, preventing payment automations from running. Payment-triggered automations now fire reliably.
• Schedule: Fixed an issue where moving a recurring visit on the Dispatch Board could ignore off-season pause dates and schedule visits indefinitely. Recurring series now properly honor off-cycle and off-season settings when a visit is rescheduled.

Improvements

• QuickBooks: When a QuickBooks sync fails because the connected account has no Tax Agency set up, syncing for that company is now paused automatically and a clear error appears on the QuickBooks settings page with a link to fix it and a "Try Again" button. The navigation also surfaces a "QuickBooks Errors" label so the issue is easier to spot.
• Payments: Added clearer handling when a Stripe connected account loses permissions or is disconnected. Users now see a global banner, a notice on customer Cards/ACH sections, and details on the Stripe Settings page instead of background sync failures or unexplained errors.
• SMS: Aligned the SMS preview for invoices, estimates, and payments with the final sent message, so what you see in the preview matches what the customer receives.

Have feedback or questions? Contact our support team.

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

Bug Fixes

• Invoicing: Fixed a fatal memory error that crashed the invoice page on accounts with very large invoice histories, so high-volume customers can now open invoices reliably.
• Invoicing: Fixed the Previous and Next buttons on the invoice view, which were wired backwards, so Previous now goes to the lower invoice number and Next goes to the higher one.
• Estimates: Fixed the property measurement calculator so users can place points and draw shapes again after a third-party map service change broke the tool.
• Messaging: Fixed a race condition where opening a new text thread could briefly show the right messages and then flip back to the previous conversation, so the thread you click is always the one that stays on screen.
• Messaging: Fixed the unread SMS icon in the header so clicking it now takes you straight to the Unread tab when you have unread messages, and back to the All tab when you do not.
• Messaging: Fixed an issue where customers with curly quotes or other special characters in their names broke the SMS conversation page, so those threads now load correctly and customer names display safely.
• Messaging: Fixed a crash in the complete-visit popup that could throw an error when event data had not finished loading, and cleaned up malformed markup on the customer recurring jobs tab.
• Automations: Fixed automations sending duplicate text reminders to the same customer, so each scheduled message now goes out only once.
• Automations: Fixed legacy automations that use the "If an estimate is not accepted or declined" trigger with a 3-day runtime, so these reminders now fire as expected.
• Users: Fixed an infinite spinner that could appear when saving an invalid Hire Date, Birth Date, or Inactive Date on an employee profile, and replaced blocking pop-ups with quick corner notifications.
• Dispatch Board: Fixed visit marker popups that would appear and immediately vanish on the map, so dispatchers can keep stop details open while reviewing the route.
• Dispatch Board: Fixed the satellite and streets toggle so the active view is highlighted correctly and the styles apply in the right order.
• Invoicing: Fixed tax rates so the property location tax is now applied correctly when an invoice line is added through a package.
• Estimates: Fixed estimate line items so they recompute the property location tax rate when a property is selected after the line was already added, and so package lines pick up the correct location-based tax.
• Reports: Fixed the Invoiced Item and Services report so it now returns the matching invoices for the services you select.
• Reports: Renamed the downloaded PDF files for work orders and time tracking reports so they are labeled correctly making it easier to identify after saving.

Improvements

• Dispatch Board: Added dark mode support for the streets map view, so the map matches the rest of the app when you switch themes, while satellite view stays unchanged.

Have feedback or questions? Contact our support team.

The SMS inbox has been updated to make texting with customers easier to manage day to day.

• Replaced the old inbox filters with All and Unread
• Added unread indicators on conversations in the All view
• Added a Mark as unread action so you can flag a conversation for follow-up
• Added a dedicated Unread view for messages that still need a reply
• Polished the conversation thread layout for cleaner alignment
• Improved pagination with a loading indicator
• Cleaned up legacy SMS code

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

Bug Fixes

• Dispatch Board: Fixed an issue where map markers were stale after changing the date range, employee filter, or scrolling through additional events, so the map now stays in sync with the visits shown in the table.
• Text Messaging: Fixed an issue where the SMS inbox would freeze with a loading spinner when opening a conversation. The inbox now shows a clear error message after 15 seconds instead of hanging, and a background automation that was overloading the database has been throttled to prevent platform-wide slowdowns.
• Mobile (Field Force): Fixed an issue on Android where the text conversation page reloaded when scrolling up to view older messages, so reps can now read message history without unexpected refreshes.
• Scheduling: Fixed an issue where multi-step program budgeted hours were not transferring to the generated visit, so visits now reflect the correct planned time.
• Estimates: Fixed an issue where creating a visit from an estimate cleared out the applied tax rates, so taxes from the estimate now carry through to the visit and invoices stay accurate.
• Estimates: Fixed an issue where apostrophes and smart quotes in service names or descriptions printed as garbled characters on Clean Style estimate PDFs, so customer-facing documents now display correctly.
• Customers: Fixed an issue where customer names and addresses were saved in lowercase even though they appeared capitalized in the form, so names like "John Smith" now save the way they look on screen.
• Reports: Fixed an issue where the Show Revenue Projection button on the customer profile did nothing for employees with Reports access. The button and projection panel now appear and work correctly for those employees.
• Dispatch Board: Fixed an issue where filtering by multiple employees caused shared jobs to appear duplicated in the list and inflated the total job count, so each job now shows up once with an accurate count.

Improvements

• Text Messaging: Redesigned the SMS inbox with new All and Unread tabs replacing the old All / Open / Done filter. Conversations now show an unread badge, you can flag threads with a new Mark as Unread action, and a loader appears while paginating through long conversation lists.
• Performance: Sped up the customer email history and timeline by switching to indexed lookups and removing slow text-matching fallbacks, so customer pages and the email history view load noticeably faster.
• Performance: Cleaned up legacy customer-to-email linking behind the scenes and improved how emails are matched to the correct customer, reducing the chance of correspondence showing up on the wrong customer's timeline.
• Time Tracking: Improved how visit timers and skip-visit actions are handled behind the scenes, so the timer shown on a visit reflects the correct user and skipping a visit cleanly stops any active timers.

Have feedback or questions? Contact our support team.

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

Bug Fixes

• Mobile (Field Force): Fixed an issue where tapping Clock In/Out or Start/Stop Timer while online could create duplicate time entries, leading to incorrect timesheets and payroll data.
• Employee Management: Fixed an issue where disabling a user's seat did not boot their active login session, so removed users now get logged out and redirected to the login page automatically.
• Communications (SMS): Fixed an issue that completely blocked Australian and UK companies from activating SMS, where the compliance document upload form failed to load and registration attempts hit a dead-end error with no path forward. The compliance form now loads properly with clear guidance for submitting required documents.
• Unscheduled Work: Fixed an issue where visit dates appeared as the year 2001 (about 25 years ago) when adding an item to an existing visit, so users now see the correct visit dates and can select the right one with confidence.
• Dispatch Board: Fixed an issue where opening and closing a visit caused the Budget Hours column to flicker and display the wrong value. Closing a visit with no changes now skips the unnecessary refresh, and success and error messages are consistent across Complete, Skip, Reopen, and Undo Skip actions.
• Invoicing: Fixed an issue where the Crew and Employee filter dropdowns on the Invoices page failed to populate, so users can now reliably filter invoices by crew or employee.
• Invoicing: Fixed an issue where the Processing Fee tooltip and Invoice History dropped trailing zeros in the hundredths place (showing 3.3 instead of 3.30), so processing fee amounts now display with the correct two-decimal currency formatting.
• Routing: Fixed a Dispatch Board crash caused by an infinite loop in the map controller, by removing the legacy route generation code and simplifying map state management so stops render reliably in both light and dark themes.
• Schedule: Fixed an issue where single (non-recurring) events could disappear from the calendar and Dispatch Board because of how the recurring-event flag was evaluated, so single events now always appear as expected.
• Customers: Fixed an issue where deleting an event, recurring event, or property left orphaned tag records behind, so tags are now properly cleaned up when these items are deleted.
• Mobile (Field Force): Fixed an issue on visit detail pages where the wrong user's running timer could be shown when multiple employees were clocked in, and where skipping a visit while a timer was running could leave the timer orphaned. Timers are now correctly scoped to the current user, and skipping a visit cleanly stops any running timers.
• Payments (Stripe): Fixed background errors and white-screen failures when a connected Stripe account's permissions were revoked. The system now detects the bad connection, skips affected background sync jobs, and shows clear warnings on the Customer page, Stripe Settings page, and as a global banner so the issue can be resolved.

Improvements

• Dispatch Board: When two or more visits are selected in the Move Visits flow, the "Move all future events for recurring/multi-step events" checkbox is now hidden, so users can no longer trigger unreliable bulk updates across multiple recurring series. The option still appears when only one visit is selected.
• Customers: Backfilled historical emails with their correct customer association and removed unreliable legacy email matching, so the customer communications page loads faster and shows the right correspondence on each customer's timeline.
• Schedule: Added new filters to the events list for whether a visit is invoiced or recurring, and whether it has any running timers or any tracked time, so the upcoming events table can be sliced more precisely.
• Customers: When a customer's email, name, phone, or address is updated, those changes now sync to the connected Stripe contact and to past email correspondence, addresses are re-geocoded for accurate map placement, and phone numbers are stored with the proper country code. New customers also respect the company's configured starting customer number and payment-method-required policy.

Have feedback or questions? Contact our support team.

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

Bug Fixes

• Customers: Fixed the property creation address autofill so suggested addresses now use the company's country and ZIP for geolocation, returning more relevant nearby results instead of unrelated locations.
• Schedule: Fixed a regression where recurring series with "Count of Events" as the end condition would revert to "End Date" on edit, so the selected end mode (Date, Count, or Indefinite) now persists correctly.
• Estimates / Price Book: Fixed confusion around Rate Matrix service descriptions by surfacing the estimate-specific description directly on the Item & Service edit page, so users can see and edit the description that actually appears on estimates.
• Estimates / Price Book: Fixed an issue where Rate Matrix estimate descriptions were still loaded when Price Matrix was disabled, preventing stale or unexpected descriptions from appearing.
• Dispatch Board: Fixed the "Filter by Crew" option being hidden on Mobile (Field Force) in portrait mode, so crew and employee filters now display correctly across all screen sizes.
• Communication: Fixed SMS messages losing line breaks and spacing from templates, so the formatting customers receive now matches what was written in the template.
• Dispatch Board: Fixed the "Show Stats" button getting stuck loading by overhauling drive-time stats to run server-side with caching, and ensured the spinner clears even when route calculations fail.
• Schedule: Fixed the infinite loading indicator when assigning a crew to an existing visit, so users now get clear confirmation that the change saved.
• Invoicing / QuickBooks: Fixed the "Automatically Apply Customer Credit" setting being locked or overwritten after connecting QuickBooks, added a clearer tooltip, and included an in-app guide for updating the setting via QuickBooks.
• Estimates: Fixed the non-functional "View Visits" button on estimates for recurring services, so users can now jump directly to the recurring visits from the estimate.
• Invoicing / QuickBooks: Fixed manual invoice sync failures caused by QuickBooks API rate limits, with improved retry logic when sync limits are hit.
• Invoicing: Fixed recurring services marked as "Uninvoiceable" not propagating to upcoming events in the series, so eligible future visits will no longer generate invoices. Note: closed, skipped, or past events still need to be updated manually.

Improvements

• Settings: Increased the width of dropdowns on the Preferences and other settings pages so option values are no longer cut off, and added a focus style for clearer keyboard navigation.
• Routing: Improved Mapbox route optimization so that when no company start or end location is configured, the first and last customer stops are no longer pinned in place, allowing all stops to be optimized freely.
• Automations: Customer-facing automation emails (such as payment confirmations and service notifications) now correctly record the customer on the email history, improving reporting and traceability.
  ​

Have feedback or questions? Contact our support team.

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.

We replaced our mapping provider (Trimble → Mapbox) to better support local service routes.

This improves:

• Routing accuracy in neighborhoods
• Handling of short stops
• Overall routing speed and reliability

No changes to Dispatch Board workflows.