2024 Release Notes

Stay up to date with our latest product releases, view our roadmap, and share your feedback on our Product Updates page.

 

What are release notes?

We are regularly updating Tradify and making it better to help you manage your business, and our release notes ensure you stay up to date with these enhancements. Release notes are a log of new features, improvements, bug fixes, and performance updates in each of our software releases. They help you stay informed about improvements and changes within Tradify that may impact your workflow. Keeping up to date helps ensure you’re using the latest tools efficiently, and avoid surprises. 

 

 

January

January 9, 2024

Web

Bug Fixes & Enhancements:

• Resolved an issue where the Job Service Report description field would become blank after saving if not at the top.
• Resolved an issue where canceling the Google Calendar authentication would result in a Raygun error.
• Updated the wording on the 2FA tooltip toggle in the admin portal.
• Made a change so that any region may now enable 2FA.

Document Rendering

Adjustments to Quote PDF to improve clarity for Quotes with Options:

• Changed the styling in the Quote Totals to show the number of included options in a lozenge.
• Changed the styling for optional sections to make it easy to identify options and their associated costs by:
  • Implementing a new lozenge and tag within the section header indicating whether an option is not included, accepted or declined.
  • Utilizing strikethrough text for declined options.
  • For Tax Exclusive quotes in a draft or approved state, the tax and total for the optional section are now displayed, providing comprehensive information to users.
• Now optional sections will always show, including totals, even if the "Show Sections" and/or "Show Section Total" settings are switched off in the Document Theme.
• We have tightened up the vertical spacing in Quotes.
  • ❗IMPORTANT: this reduction in vertical space applies to ALL quotes. NOT just quotes with options.❗

January 11, 2024

Bug Fixes & Enhancements:

• Payments modified in Xero for UK customers will now correctly show the pound symbol.

January 16, 2024

Web

Bug Fixes & Enhancements:

• Fixed an issue where updates to job notes were not being saved.

Document Rendering

Adjustments to Quote PDF to improve clarity for Quotes with Options:

• Updated the logic around showing optional sections when the setting for Show Line Items is switched off in the Document Theme (more details can be found in the new help article).
• Updated the logic for showing Tax information on PDF:
  • Now we show Tax names where it’s possible.
  • We don’t show the line for Tax in option totals if all option line items have zero Tax Rate.

January 18, 2024

Bug Fixes & Enhancements:

• Fixed an issue with the Job Service Report description field showing as blank if its position was moved from top.
• Fixed minor issues with the Xero Two Way Sync so it will run more efficiently.
• Fixed an issue where companies with a lot of Invoices to be synced were temporarily blocking other companies from being synced.

January 23, 2024

Bug Fixes & Enhancements:

• Updated the Staff Member details modal to show that updating staff email does not update username.
• Fix an issue with staff filters for Map on Mobile devices

January 25, 2024

Bug Fixes & Enhancements:

• Improved our  invoice search performance.
• Fixed an issue where payment settings weren’t being retained when copying an invoice.

February

February 2, 2024

Bug Fixes & Enhancements:

• Resolved an issue where text was not fully displaying in the Plan & Billing modal in the SMS and Website containers.
• Fixed an issue with customer postal code not showing in Sage.
• Fixed an issue with the physical address being incorrectly overwritten to & from Sage.
• Fixed an issue where a rejected password would reset the country & state selected.
• Fixed an issue with Site & Customer addresses populating the wrong fields on EICR forms.
• Resolved an issue where the mobile search for product within categories doesn't search all products

February 3, 2024

Mobile App Version 7.2.0

Bug Fixes & Enhancements:

• Fixed an issue with invoices being reverted from Paid to Unpaid while saving invoices with CIS enabled on mobile.

February 7, 2024

Bug Fixes & Enhancements:

• Replaced the French support number on the cancellation modal with the support email.
• Added the support phone number for Ireland on the cancellation modal.

February 9, 2024

Bug Fixes & Enhancements:

• Fixed an issue with public profile name validation when setting up enquiries. 

February 13, 2024

Bug Fixes & Enhancements:

• Fixed an issue where the Password field became disabled on the Sign Up form if the user entered a value in any other field before the page finished loading.

February 20, 2024

Bug Fixes & Enhancements:

• 2FA is now required for Xero-integrated companies worldwide.

February 27, 2024

Bug Fixes & Enhancements:

• Fixed an issue with Inline line items, where 2 empty miscellaneous items showed when the user saves & continues.
• Made a tweak to the interface to improve spacing of the Invoice due date drop down in a new customer modal
• Fixed the ordering of job categories to now be consistent when viewing them elsewhere in the product: e.g: New Jobs & Maps.

February 29, 2024

Bug Fixes & Enhancements:

• Updated the wording of daily email quota limit error for trialists.

March

March 5, 2024

Service Reminders (available on Plus Plan):

• Added a Status dropdown and Delete button to the Service Reminder Details page.
• Fixed a bottom padding issue on the Service Reminder Details page for improved layout.

March 7, 2024

Bug Fixes & Enhancements:

• When Xero sync fails due to the invoice number exceeding 20 characters, we now add an event log to the Invoice explaining why the sync failed.

March 12, 2024

Service Reminders (available on Plus Plan):

• Added read-only Original Job field to Service Reminder modal.

Bug Fixes & Enhancements:

• Increased the character limit of Credit Note Numbers synced from Xero.

March 14, 2024

Web

Bug Fixes & Enhancements:

• Added the following City Plumbing price lists:
  • City Plumbing UK Plumbing & Gas
  • City Plumbing UK HVAC
• Fixed an issue with deleted pending connections showing in the scheduler staff picker.

Mobile App Version 7.3.0

Bills:

• Add the ability to upload Bills

March 19, 2024

Bug Fixes & Enhancements:

• Fixed an issue with the job status disappearing & the page not loading if URL had UTM tags
• Added a limit of 100 characters to the billing name field

March 21, 2024

Bug Fixes & Enhancements:

• Fixed an issue with the document theme footer being overridden in some cases.
• Renamed the default supplier price list to City Plumbing.

March 25, 2024

Mobile App Version 7.4.0

Bug Fixes & Enhancements:

• Fixed an issue where Purchase Orders were shown under the Purchases tab for Pro accounts.

March 26, 2024

Bug Fixes & Enhancements:

• Fixed an issue with some Australian numbers not being accepted in the customer phone number field inside the appointment modal.
• Fixed an issue where attempting to save a new document theme without a name caused users to become stuck on the Document Themes settings screen.

March 28, 2024

Mobile App Version 7.4.1

Bug Fixes & Enhancements:

• Fixed an issue with incorrect amounts to be invoiced on Quotes

Web

Service Reminders (available on Plus Plan):

• Updated the email template variables for service reminders.

Bug Fixes & Enhancements:

• Reduced login attempts until locked out to 5 & increased lockout time to 1hr.
• Fixed a typo on the UK certificate: Portable Appliance Testing Report.
• Updated job hours on dashboard to display as hours rounded to 1 decimal point.

April

April 2, 2024

Stripe:

• Updated the  Australian Stripe processing fee from 1.75% + 30c to 1.7% + 30c as Stripe are updating this 1st of April.

April 3, 2024

Service Reminders (available on Plus Plan):

• Added the ability to manually send simple service reminder emails to customers (this feature is currently not visible in the user interface).

Stripe:

• Fixed issue with Stripe fees being off by 1c in some cases for Australian customers..

Bug Fixes & Enhancements:

• When a customer's pricing level is archived, the default pricing level is used for Quotes, Invoices, Jobs and price list items within them.

April 4, 2024

Service Reminders (available on Plus Plan):

• "Send Email" button now visible on the Service Reminder Details screen.
• Default Service Reminder Email Template added for all active non-French companies.
• Default Service Reminder Email Template will be automatically added during signup for all non-French companies.
• Resolved issue with "Attach files from Job" option on Send Email modal.

April 5, 2024

Mobile App Version 7.4.2

Bug Fixes & Enhancements:

• Fixed an issue where the Appointment Reminder Toggle does not respect default options
• Fixed an issue with Signature line being too thick on Android
• Fixed a crash caused when duplicating job
• Fixed a crash caused when revising an approved quote
• Fixed a crash caused  when sharing files into Tradify
• Fixed a crash caused when updating an enquiry to unactioned
• Fixed a crash caused when staff member is setting up password on first login
• Fixed crashes related to 2FA flows
• Fixed a crash caused when spamming back button on Android

April 9, 2024

Service Reminders (available on Plus Plan):

• Updated the “Description” label to “Internal Description” on the Service Reminder modal and details page.
• Added a read-only Customer field to New Service Reminder modal.

Bug Fixes & Enhancements:

• Transparent images attached to notes now have white backgrounds.

April 11, 2024

Service Reminders (available on Plus Plan):

• Fixed a bug where the [jobaddress] variable in emails didn't populate from the original associated job's address in Service Reminders.

April 16, 2024

Service Reminders (available on Plus Plan):

• Added an Email section to New Service Reminder modal (this feature is currently not visible in the user interface).

Bug Fixes & Enhancements:

• Fixed an issue with the save changes modal not showing after updating an invoice line item description then navigating away.
• Fixed an issue with declined quote options pulling through to the Job Financial Report.
• Fixed an issue where if a Kit was added to a Quote Option with quantity greater thab 1 then the Tax Amount for this Option had an incorrect value on the pdf.

April 16, 2024

Mobile App Version 7.5.0

Bug Fixes & Enhancements:

• Fixed an issue on tablets where saving or canceling an appointment would incorrectly save other changes
• Fixed an issue with job descriptions not displaying with special characters
• Fixed an issue where the Customer and Supplier Due Date is not being set correctly.

April 18, 2024

Service Reminders (available on Plus Plan):

• Added the Email Template dropdown to New Service Reminder modal (this feature is currently not visible in the user interface).

Bug Fixes & Enhancements:

• Fixed an issue with the save changes modal not showing after updating a quote line item description then navigating away.

April 23, 2024

Web

Service Reminders (available on Plus Plan):

• Finalized the layout of the New Service Reminder modal that now includes automatic email settings (this feature is currently not visible in the user interface).

Onsite Payments:

• Added the full amount paid label to the payment completion screen. 

Bug Fixes & Enhancements:

• Resolved an issue where the customer address was overriding site address.
• Resolved an issue causing updates made to purchase orders on mobile to remove the linked bill.

Mobile App Version 7.6.0

Bug Fixes & Enhancements:

• Improved the map pins to show the correct job status color
• Fixed an issue where the scheduler would not open on the correct date

April 26, 2024

Service Reminders (available on Plus Plan):

• Added the Email Reminder section to the Service Reminder details screen (this feature is currently not visible in the user interface).
• Added “Email Sent” column to the Service Reminder listing screen to show the date of the most recently sent email.
• Email template deletion is now prevented if the template is linked to an existing service reminder.

April 30, 2024

Web

Service Reminders (available on Plus Plan):

• Added the Activity Log to Service Reminder details page.

Important Note: The Automatic Email Reminders feature is currently not visible in the user interface. Updates related to this feature include:

• Introduced an inline error message on the Service Reminder Details Page. This message appears when the Automatic Email Reminder is enabled but email addresses for the Customer or Site are missing.
• Added an infobox to the Email Reminder section of Service Reminder details page indicating the scheduled or actual send date of the reminder.

Stripe:

• Updated the “Pass surcharge” toggle to include premium card rate if available for UK & Ireland users.
• Updated Surcharge Fee Modal to show Premium cards breakdown for UK & Ireland users.

Bug Fixes & Enhancements:

• Resolved an issue where pages could become stuck in the save state with 3 dots

Mobile App Version 7.7.0

Bug Fixes & Enhancements:

• Fixed an issue where the Jobs page would sometimes overlap the Timesheets page

May

May 2, 2024

Service Reminders (available on Plus Plan):

Important Note: The Automatic Email Reminders feature is currently not visible in the user interface. Updates related to this feature include:

• Any modification on the Service Reminder details screen now triggers a recalculation of the NextProcessOn date, ensuring all reminders are sent on the expected date.

May 7, 2024

Mobile App Version 7.8.0

Bug Fixes & Enhancements:

• Fixed an issue where ‘Copy From Bill' button was not working on tablets.
• Fixed an issue where customer tax settings cannot be updated correctly.
• Fixed an issue where sharing files into Tradify wasn’t working correctly.

Stripe (UK & IE):

• Updated the “Pass surcharge” toggle to include premium card rate if available.
• Updated Surcharge Fee screen to show Premium cards breakdown.

May 8, 2024

Service Reminders (Plus, Trialists & Early Access):

• We now display the following activities in the Activity Log on the Service Reminder details page:
  • Email delivered
  • Email opened
  • Email failed to deliver
  • Email marked as spam

Bug Fixes & Enhancements:

• Fixed issue with the invoice ‘view stripe’ link not taking you to payment methods settings.

May 10, 2024

Service Reminders (available on Plus Plan):

• Automatic Email Reminder feature is now available 

May 14, 2024

Service Reminders (available on Plus Plan):

• Fixed issue where an infobox with ‘calculated Send Date’ for an automatic reminder is displayed even though Due Date is in the past.

May 23, 2024

Bug Fixes & Enhancements:

• Updated our max CVC limit to 4 to accommodate AmEx customers.

May 27, 2024

Mobile App Version 7.9.0

Bug Fixes & Enhancements:

• Fixed a number of login issues

May 28,2024

Bug Fixes & Enhancements:

• Update Stripe Fee to correctly calculate Standard Card Stripe Fee in Ireland, including Tax.

May 30, 2024

Forms & Certificate Optimisations:

• Adjustments made to UK EIC Certificate to improve speed.

June

June 4, 2024

Mobile App Version 7.10.0

Bug Fixes & Enhancements:

• Fixed an issue with an incorrect orientation for photos uploaded on iOS 16.
• Fixed an issue where Job Service Report date cannot be selected on iOS. 

June 5, 2024

Forms & Certificate Optimisations:

• Reverted changes made to EIC certificate in last release.

June 7, 2024

Bug Fixes & Enhancements:

• Fixed an issue that caused incorrect categories when importing price lists from suppliers.
• French translation updates.

June 11, 2024

Bug Fixes & Enhancements:

• Fix an issue causing incorrect site addresses when creating a job from a quote.
• Changed the buy price of items to accommodate 4 decimal places under Settings > Price List.
• Navigating away from an empty entity no longer shows unsaved changes modal.

June 18, 2024

Bug Fixes & Enhancements:

• Fix an issue that caused incorrect rotation for images featured on Websites.

June 25, 2024

Bug Fixes & Enhancements:

• Increase the daily limit of 2FA SMS messages for trial accounts to 5 per user (from 3 per company).

July

July 3, 2024

Mobile App Version 7.14.0

Bug Fixes & Enhancements:

• Fixed an issue where device id was not set during sign up flow.

July 5, 2024

Bug Fixes & Enhancements:

• Updated the Kit unit costs & unit sell prices to accommodate 4 decimal places.

• Updated French translations.
• Fixed an issue with customer’s address on service reminder

July 18, 2024

Personal To-Do List:

• We are excited to announce that the Web To-Do List feature is now available for all companies on our Pro and Plus plans! 

Bug Fixes & Enhancements:

• Stripe premium card surcharges are now displayed on payment modals and charged correctly.

July 25, 2024

Bug Fixes & Enhancements:

• Improved our  password validation consistency 
• Fix an issue where website is not archived when cancelling a Subscription

July 29, 2024

Bug Fixes & Enhancements:

• Fix an issue that sometimes prevents uploading valid file types

August

August 7, 2024

Web

Bug Fixes & Enhancements:

• Removed the password max length validation (was previously max 20).

Mobile App Version 7.15.0

Bug Fixes & Enhancements:

• Fixed a layout issue with multiple lines within a text box.

August 9, 2024

Email Branding Updates:

• Updated the branding of the following emails:
  • Subscription started
  • New user added
  • Forgotten password

August 14, 2024

Web

Bug Fixes & Enhancements:

• Invoices, Forms and Job Service Reports from Purged Companies can no longer be viewed on TradeHQ.
• Fixed a security issue with staff permissions.

Mobile App Version 7.16.0

Forms & Certificate Optimisations:

• Enabled the new PAT form with updated design and unlimited number of appliances

Bug Fixes & Enhancements:

• Fixed an issue where the keyboard gets dismissed while searching on iPad.
• Fixed a crash that occurred when creating a job template.
• Fix a crash that occurred with the enquiry description.

August 20, 2024

Forms & Certificate Optimisations:

• Enabled the new PAT form with updated design and unlimited number of appliances.

August 27, 2024

Forms & Certificate Optimisations:

• EIC is available to all customers with updated design and it not allows any number of distribution boards and circuits

Bug Fixes & Enhancements:

• Fixed a rounding issue on Stripe Surcharge Fee that was affecting some Ireland invoices.

August 29,2024

Bug Fixes & Enhancements:

• Resolved an issue where websites could fail to create if an existing enquiry public profile was present on an expired trial or cancelled account.
• The 'Complete Task' checkbox is now easier to click in the To-Do list.

September

September 3, 2024

Mobile App Version 7.18.0

Mobile Personal To-Do List (available on Pro & Plus Plans):

• Mobile To-Do List is now available for all companies on the Pro and Plus Plans. Users can see, create, edit, complete and delete items on mobile.

Bug Fixes & Enhancements:

• Fixed a crash that occurred when putting the app in foreground or background while an alert is shown.

September 4, 2024

Bug Fixes & Enhancements:

• Fixed an issue where creating a job from a quote would override the site address with customer address.
• Ensured locked-out accounts can't login through mobile.

September 6, 2024

Bug Fixes & Enhancements:

• Added the ability to enable a new per-use-case permissions rather than only role level permissions
• Enhanced security by preventing uploaded attachment’s filenames and other attributes from being changed through API calls.

September 10, 2024

Mobile App Version 7.19.0

Bug Fixes & Enhancements:

• Logging into a locked account now correctly displays the locked-out view.
• We now ensure all new mobile sessions have a registered device associated.

September 13, 2024

Email Branding Updates:

• Updated branding of the following emails:
  • Connection Invitation
  • Connection Accepted
  • Connection Welcome
  • Connection Mates Rates
  • Referrer Trial
  • Referrer Success

Bug Fixes & Enhancements:

• Fix an issue where the Price options in the Cancellations reasons list have the wrong currency.

September 17, 2024

Mobile App Version 7.20.0

Bug Fixes & Enhancements:

• Fixed a crash that happened when clicking on a notification while logged out
• Fixed a visual issue with a black line on the enquiry description

September 19, 2024

Improved Customer Security:

• Increased security of temporary passwords:
  • Increased length to 10 characters
  • Increased complexity by also utilizing uppercase letters & symbols.

Bug Fixes & Enhancements:

• Fix an issue that happened retrying a failed upload of Job note attachments.

September 20, 2024

Mobile App Version 7.20.1

Bug Fixes & Enhancements:

• Fixed an issue where some Pro and Plus accounts do not have access to Mobile To Do List feature. 

September 23, 2024

Forms & Certificate Optimisations:

• New EICR released to all customers, this includes:
  • Updated design
  • Ability to add any number of distribution boards and circuits
  • Drop downs and pre-filled information

September 24, 2024

Mobile App Version 7.21.0

Bug Fixes & Enhancements:

• Fixed a crash that happened when opening completed or cancelled jobs when users have access to SmartRead feature
• Fixed a crash that occurred when removing attachments from Quick Note.

September 25, 2024

Email Branding Updates:

• Updated branding of the following emails:
  • Job Assigned
  • Job Unassigned
  • Job Note Added
  • Recurring Job assigned
  • Job Shared to Subcontractor
  • Appointment Created (Staff & Connections)
  • Appointment Modified (Staff & Connections)
  • Appointment Cancelled (Staff & Connections)

September 27, 2024

Bug Fixes & Enhancements:

• Fix an issue with Rich Text Editor where some font size options are missing

October

October 1, 2024

Mobile App Version 7.22.0

Bug Fixes & Enhancements:

• Fixed the iOS app to correctly handle negative numbers, where they are allowed (e.g. adding Miscellaneous line  items as discounts with a negative amount).

Web

Forms & Certificate Optimisations:

• Updated MEIC, LCC, and EDN forms have been released to all customers. Including:
  • Updated design.
  • New form layouts to improve the user experience while filling them out.
• Added missing BSEN options to the EIC and EICR forms.

October 7, 2024

Improved Customer Security:

• During sign-up, we now prevent customers from using a commonly used password or a password that has appeared in a third-party data breach.

Bug Fixes & Enhancements:

• These file extensions can now be uploaded to Tradify: .slddrw, .sldprt, .qt, .afi, .aac, .xcf, .wmz, .vcf, .asc, .drawio

October 9, 2024

Improved Customer Security:

• We now prevent customers from using a commonly used password or a password that has appeared in a third-party data breach in the following places:
  • Sign Up
  • Change Password
  • Forgotten Password
  • New Staff Setting Password

Forms & Certificate Optimisations:

• Updated ELPITC, and ELESCC, and 3CMW forms have been released to all customers. Including:
  • Updated design
  • New form layouts to improve the user experience while filling them out.

Bug Fixes & Enhancements:

• Fixed an issue where the system incorrectly identified certain CSV files as binary, which could prevent users from uploading Price List files and trigger a file type error.

October 11, 2024

Forms & Certificate Optimisations:

• Two new certificates have been have been released to all customers:
  • Fire Detection and Alarm System Installation 
  • Domestic Fire Detection and Alarm System Inspection and Servicing Report

Bug Fixes & Enhancements:

• Increased max limit to 30,000 on number of price list items when importing from MYOB.

October 14, 2024

Forms & Certificate Optimisations:

• Two new certificates have been have been released to all customers:
  • Emergency Lighting Device List
  • Emergency Lightning Service Certificate

October 18, 2024

Email Branding Updates:

• All remaining email types have been updated with new branding.

Forms & Certificate Optimisations:

• The following new certificates have been have been released to all customers:
  • Minor Electrical Installation Multiple Works Certificate
  • Certificate of Design Installation and Commissioning of Fire Detection Fire Alarm System Grade CDF
  • Fire Detection Alarm System Acceptance Certificate Grade A
  • Fire Detection Alarm System Commissioning Certificate Grade A
  • Fire Detection Alarm System Device List
  • Fire Detection Alarm System Design Certificate GradeA
  • Fire Detection Alarm System Installation Certificate Grade A
  • Fire Detection Alarm System Modification Certificate Grade A

Bug Fixes & Enhancements:

• Fixed an issue where users without the "Staff Members" permission could access the Connections page but encountered an error when trying to create a Connection.
• Fix an issue where product with a marked up price sent to Sage has incorrect price in Product information
• Fixed issue with incorrect subscription user count when upgrading to paid.

October 21, 2024

Improved Customer Security:

• Users without settings permissions that attempt to enable 2FA from the email window now get told to contact their account owner to enable it.
• Fixed issue with email limits for trials not working as expected.

Bug Fixes & Enhancements:

• Incorrect filter set in URL route now redirect to the default filter instead of showing blank page on Invoice and Customer Screen 

October 22, 2024

Mobile App Version 7.24.0

Improved Customer Security:

• Improved the wording of  the validation message when blocking phone number ranges at the point of 2FA.

Bug Fixes & Enhancements:

• Fix an issue where photo upload sometimes fails with “Files not available” error by storing temporary files in a Temp folder instead of  the Cache folder.

October 23, 2024

Bug Fixes & Enhancements:

• Updated the design of the Mobile Web signup screen.

October 25, 2024

Bug Fixes & Enhancements:

• Fixed an interface bug that occurred when a long invalid mobile number is entered on the 2FA login screen.
• Return related jobs when getting recurring job list for scheduler, to prevent already scheduled recurring jobs from showing placeholders again on mobile

October 29, 2024

Mobile App Version 7.25.0

Bug Fixes & Enhancements:

• Added the missing back button on the Settings ‘Change mobile number’ view.
• Fixed an issue that prevents uploading photos with Limited Access permission.

Web

Bug Fixes & Enhancements:

• Updated the system to display an error message on the screen when users attempt to set item quantity to 0 in kits.

October 30, 2024

Bug Fixes & Enhancements:

• Fixed a security issue that allows users with unauthorised access to remove invited connections.

November

November 6, 2024

Bug Fixes & Enhancements:

• Fixed an error that occurred when updating an appointment while the same appointment is already being updated.

November 8, 2024

Bug Fixes & Enhancements:

• Fixed an issue where Staff without Invoice permission see a blank tab in Customer detail page.

November 12, 2024

Mobile App Version 7.25.0

Improved Customer Security:

• Improved wording and design of the error message that occurs when the daily email limit is hit.
• Updated styling of our 2FA enrolment success message to align with our branding.
• Fixed an issue where the IOS keyboard could not be dismissed on the 2FA screen by adding an arrow button that minimises keyboard.

November 19, 2024

SmartRead (Excludes France):

• SmartRead is now available to all Trials and Paid Plus Plan customers.
• Terms & conditions have been updated for AI features and a link to this is included on the feature adoption panel.
• For existing customers and trials, "NEW" badges will appear on the Jobs main navigation menu item, as well as on the "New Bill from PDF or Image" option within the "New Bill" dropdown button.

Improved Customer Security:

• Enhanced our logic to block email sending for accounts without 2FA setup, now including Service Reminder emails.

Bug Fixes & Enhancements:

• Fixed an issue where the “Invalid Card” banner was displaying for Demo accounts.

November 27, 2024

Web

SmartWrite (Excludes France):

• SmartWrite is now available to all Trials and Paid Plus Plan customers.
• Replaced the guiding GIF with a static placeholder in the Rich Text Editor to resolve an issue where users sometimes couldn't undo SmartWrite changes.

Bug Fixes & Enhancements:

• Service Reminder emails are now sent to CC & BCC addresses.
• Resolved an issue where attempting to bulk send emails exceeding the company email limit did not display a clear error message.
• Updated HubSpot “2FA Outstanding Staff” value to return the number of users even if 2FA is off for the company.

Mobile App Version 7.27.0

Improved Customer Security :

• If 2FA enabled, French customers can now use the following paths to update the mobile number used for 2FA:
  • My Information → Mobile → change their mobile number.
  • Privacy and Security → Change their mobile number
  • Staff → Me → Mobile → Change their mobile number
  • Staff → Other (with 2FA completed) → Reset 2-Step Security
• If a customer can't send custom emails because they do not have 2FA enabled, we now show options on email screens that launch the 2FA enrollment screen.

November 28, 2024

Bug Fixes & Enhancements:

• Fixed an issue with the information window not loading correctly when clicking on a marker on the Map page.

November 29, 2024

SmartWrite (Excludes France):

• Fixed an issue where the header text pasted into the Rich Text Editor differed to the format in the Preview. It now retains the correct size and text weight for H1-H6 headers returned from SmartWrite generated content.

December

December 2, 2024

SmartWrite (available on Plus Plan):

• SmartWrite Description shortcut is now available on Invoice and Quote pages as long as there is at least one valid line item.
• SmartWrite now retains and preserves the original styling and font from the description, ensuring consistency between the preview text and what is inserted back into the description.

Improved Customer Security:

• 2FA is now available for ALL French customers.

Forms & Certificate Optimisations:

• We’ve added the new Non-Domestic Fire Detection and Alarm System Commissioning Certificate.

Bug Fixes & Enhancements:

• Fix an issue where importing a price list item from CSV with “$” sign in Buy Price caused the import to fail.

December 3, 2024

Improved Customer Security:

• From now, when a trialist starts a paid subscription, they will have 2 weeks to enable 2FA. There will be daily prompts allowing a skip option until the time it becomes mandatory.
  • Reactivated companies will also have 2 weeks to enable 2FA, unless a previously set deadline exists.

Forms & Certificate Optimisations:

• We’ve added the new Non-Domestic Fire Detection and Alarm System Verification Certificate.
• Resolved an issue with some fields not rendering on the EICR form.

December 4, 2024

SmartWrite (available on Plus Plan):

• Added guiding GIFs within the Text Editor fields on Quote and Invoice pages to encourage users to try SmartWrite.

Forms & Certificate Optimisations:

• We’ve added the new Non-Domestic Fire Detection and Alarm System Installation Certificate

December 5, 2024

Forms & Certificate Optimisations:

• We’ve added the new Non-Domestic Fire Detection and Alarm System Acceptance Certificate

Bug Fixes & Enhancements:

• Fix a crash when that was caused by trying to sign up from a Connection Invite with a weak password.

December 6, 2024

Forms & Certificate Optimisations:

• We’ve added the new Non-Domestic Fire Detection and Alarm System Modification Certificate

Bug Fixes & Enhancements:

• Added the ability to create a new supplier when uploading a Bill from CSV, photos or PDF. As well as when creating a Purchase Order from an Accepted Quote for staff with Purchase permission. This previously required both Purchase and Settings permissions.

December 10, 2024

Mobile App Version 7.28.0

SmartWrite (available on Plus Plan):

• The Improve Writing shortcut is now available in all Rich Text Editor fields on mobile for all Plus Plan users.

Bug Fixes & Enhancements:

• Fixed a crash caused when updating timesheet date or duration with no staff assigned.
• Fixed a crash caused when adding a new price list item in a Quote or Invoice on iOS 18.
• Fixed an issue with quote percentages for users using English(South Africa) language.

Web

Bug Fixes & Enhancements:

• Fixed an issue where the linked Purchase Order is not showing on Supplier’s Bill tab.

December 11, 2024

SmartWrite (available on Plus Plan):

• The AI Prompt for ‘Improve Writing’ has been updated to give better results.

Forms & Certificate Optimisations:

• We’ve added the following new forms & certificates: 
  • Solar PV Array Test Certificate.
  • Solar PV Client Handover Certificate
  • Solar PV System Inspection Report
  • Solar PV Installation Check List
  • Solar PV System Verification Certificate
  • Solar PV G83/2 SSEG Installation Commissioning Confirmation

December 13, 2024

Bug Fixes & Enhancements:

• We’ve introduced an Activity Log for Bills, allowing detailed tracking of the following actions:
  • How the Bill was created (e.g. - manually via the "New Bill" button, using the SmartRead feature, copied from a Purchase Order, or imported from a CSV file).
  • Who created and modified the Bill.
  • When these actions occurred.

• Fixed a security issue where mobile 2FA could be bypassed.

December 17, 2024

Web

Bug Fixes & Enhancements:

• Fixed an issue where the help guide suggested links weren’t loading.

Mobile App Version 7.29.0

SmartWrite (available on Plus Plan):

• The SmartWrite Description shortcut is now available in the Quote details screen inside the description editor.

Bug Fixes & Enhancements:

• Fixed an issue where an Approved Quote does not have a Decline button available.

December 18, 2024
Bug Fixes & Enhancements:

• Fixed an issue where SmartRead failed to generate a due date for companies where dd-mm-yyyy is not the date format for their region.

December 19, 2024

Bug Fixes & Enhancements:

• Fixed issue where the Tax Rate field shrinks when hovering over it while saving a quote with no Tax Rate.
• Resolved an issue where Bill events were not being correctly registered when performed on mobile. Events will now be accurately recorded.

December 20, 2024

Forms & Certificate Optimisations:

• We’ve added Form Categorisation to make the list of certs easier to navigate.

Bug Fixes & Enhancements:

• Updated the date format on Timesheets for France users.