2026 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 7, 2026

• Updated Fire Detection and Alarm System certificate forms to align with the latest legal requirements.

• Fixed an issue where subscription changes could fail if a customer’s email address was too long.

January 8, 2026

• You can now add To-Do tasks by clicking the + (plus) button in the sidebar when viewing the To-Do List.

January 9, 2026

• Updated the Certificate of Commissioning for Grade A Fire Detection and Fire Alarm Systems to meet the latest legislation.

• When duplicating a Document Theme, any Invoice and Quote Terms attachments will now be copied across automatically.

January 12, 2026

• Updated the Certificate of Modification for Grade A Fire Detection and Fire Alarm Systems to meet the latest legislation.

January 13, 2026

• Moved the 'Includes Tax' toggle to a clearer position below the pricing grid for supplier-purchased items, making it easier to see which prices include tax.

• You can now enter cost prices for items that are not purchased from suppliers.

January 14, 2026

• Fixed an issue where job forms were downloading twice on mobile when opening a job.

January 15, 2026

• Fixed the alignment of the + (plus) icon in the Add Staff and Add Task buttons across the app.

• Fixed an issue where cancelling a new invoice from a job could take you back to the job list instead of the job.

January 16, 2026

• Added address autocomplete to the Job address field on website enquiries, with clearer guidance to enter a full address.

• Added address autocomplete to the Job address field on the Web Enquiry Form (both standalone and embedded), with clearer guidance to enter a full address.

January 20, 2026

Mobile App Version 7.67.0

• Added a note in Document Theme settings to clarify that PDFs attached to Quotes or Invoices must be uploaded via the web app.

• An Offline banner will now appear below the tab menu when your device loses internet connection.

• Job Activity now shows full, detailed activity logs instead of only the job creation date.

• The numeric keyboard now opens automatically when entering a 2FA code.

• Improved how form data is saved to reduce unnecessary background updates.

• Fixed an issue on iPad where saving and emailing invoices, quotes, job service reports, or purchase orders did not return you to the document list.

January 27, 2026

Mobile App Version 7.68.0

• On-site payment QR codes enabled for APS users allowing customers to pay while you’re on the job.

• When you change an appointment’s start date, the finish date will now update automatically to match.

Web

• We've added clickable enquiry numbers in activity logs. When jobs, quotes, or invoices are created from an enquiry, you can now click straight back to the original enquiry from the activity log.

January 29, 2026

• You can now add as many hazards as needed to the following forms:

  • SWMS (NZ)

  • JSA (NZ)

• Larger images added to jobs, quotes, or invoices are automatically optimised to improve performance and load times.

February

February 3, 2026

Mobile App Version 7.69.0

• When permission is granted, photos taken in the app will now be saved directly to your phones camera roll.
• Staff avatars now appear in the Scheduler Day and Week views within the mobile app.

Web

• We fixed a bug that could prevent some businesses from creating a website when their company name matched a system-reserved word.

February 13, 2026

• Fixed an issue where special language characters (e.g., Norwegian "ø", French "é") were appearing incorrect  across table views.

February 16, 2026

• We’ve resolved compliance issues affecting the following New Zealand certificates to ensure they meet the latest requirements:

  • Electrical Safety Certificate

  • Electrical Certificate of Compliance & Electrical Safety

• We’ve fixed an issue where using “Copy to New Job” from a service reminder could show the customer’s main address instead of the correct site address (when the site address was entered manually).

March

March 5, 2026

• Fixed an issue where deleting an appointment could cause an error if the customer didn’t have a mobile number saved.

March 11, 2026

• Resolved an issue where the Electrical Installation Condition Report (EICR) wasn't correctly capturing your selected options on the PDF.
• Fixed an issue where kit items on quotes created from templates could display in the wrong order.

March 13, 2026

• Energy Safety regulatory compliance marks have been added to NZ ESC and COC certificate forms, keeping your paperwork up to date with current requirements.

March 19, 2026

• Fixed an issue where using the Ctrl + Alt + T shortcut on the To-Do List would open two “New To-Do” windows instead of one.

March 20, 2026

• Fixed an issue where deleting a purchase order didn’t fully remove its connection to a linked bill. Bills will now no longer reference deleted purchase orders.

March 23, 2026

• Hovering over the “+N” attachment indicator on notes now shows a tooltip with the names of additional files, so you can quickly see what’s attached without opening the note.
  

March 27, 2026

• You can now search for customers using a contact name, in addition to company name, phone, mobile, email, address, and custom fields.

March 30, 2026

• You can now copy an existing job into a recurring job using the “Copy to Recurring Job” option, bringing across all key details like customer, location, tasks, and staff.
  

April

April 1, 2026

• The enquiries list now includes an “Enquiry No” column, making it easier to find and sort enquiries by number. 
  
• We’ve updated the wording from “Credit Card Payments” to “Card Payments” across the web app to reflect that both debit and credit cards are accepted. 
• Fixed an issue where updating Partner billing cards could fail during 3D Secure verification when retrying, which sometimes caused the card to be declined. 
• Fixed an issue where the “Add” button on certain forms (SWMS/JSA NZ and ELPITC UK) didn’t disappear after reaching the maximum number of entries, allowing too many records to be added.

April 2, 2026

• You can now click on an enquiry number in the Enquiry page to open it directly, or right-click to open it in a new tab. 
• Customer search has been expanded to include site (location) details like name, contact, email, phone, mobile, and address—making it easier to find the right customer. 
  
• Fixed an issue where PDFs wouldn’t download if the document number included special characters like en-dashes or smart quotes.

April 7, 2026

• Fixed an issue where WebP type images attached to checklists could not be previewed. 
• The character counter on checklist title fields is now right-aligned for easier reading. 
• You can now export your full product list across all suppliers into a single CSV file. Head to Settings > Price List tab and select the new "Export All Price Lists" option. 
  
• Fixed an issue where labour costs and invoice amounts on the Job Financial Report were being rounded to whole numbers instead of showing two decimal places.

April 10, 2026

• The "Create" button on the Forms & Certs tab has been renamed to "New Form", keeping things consistent with the rest of your Job tabs. 
• Purchase Orders now include a full activity log — so you can see exactly when a PO was created, approved, emailed, sent to supplier, marked as billed, reset to draft, or updated. 
  
•  "Delivery Address" in Settings > Company has been renamed to "Company Address", with updated helper text to clarify how it's used across forms, certificates, and purchase orders. The Purchase Order address dropdown has also been updated to read "Use Company Address" for consistency.
•  Fixed an issue where downloading file attachments with special characters in the filename (such as quotation marks) could cause an error. 
• Fixed an issue where the Xero integration could fail for organisations based in the US.

April 13, 2026

• Searching for an enquiry is now smarter — search results match across any combination of fields (name, email, phone, location, description, or enquiry number), so you find what you're looking for faster. 
• Fixed an issue where a job's status could silently revert to an earlier value when multiple people had the same job open at once. Status changes are now reliable and accurately recorded in the activity log.
• Invoices, Estimates, Purchase Orders, and Supplier Invoices CSV exports now include a Jobs column showing the linked job number(s) — handy for reconciling your records.

April 14, 2026

• You can now customise the columns on your Customer list — show or hide notes, custom fields, and entry details to see exactly what matters to you. Your preferences are saved between sessions.

April 15, 2026

Mobile App Version 7.75.0

• Copying an enquiry description across to a quote, job, or invoice on mobile now keeps the original text formatting intact. 
• Track what's happening with your purchase orders on the go — the mobile app now shows a full activity log on each PO, including when it was created, approved, edited, or sent.

Web App

• The Invoices CSV export now includes a Delivery Status column so you can see at a glance whether each invoice has been sent, viewed, or is yet to go out. 

April 17, 2026

• Manage your purchase orders faster with a new quick action menu on each row — duplicate a PO, copy it to a bill, or update its status in just a couple of taps. 
• Your CSV exports for Jobs, Invoices, and Quotes now include a Customer Email column, making it easier to follow up or import your data elsewhere. 

April 20, 2026

• Searching in the Jobs list now finds results across all relevant fields at once — including job description, contact name, email, and phone number.
• Searching the price list or inline line items now returns results across product code, description, and supplier — so you find what you're looking for faster.
• You can now duplicate a Bill or change its status between Draft and Approved directly from the quick action menu on each row in the Bills list. The status option is removed once the Bill has been sent to your accounting software.
  

April 21, 2026

• When you upload your company logo, Tradify now suggests a matching accent colour for your document theme — automatically picked to complement your logo.
• Fixed an issue where importing a price list from Xero would silently fail if items had blank or duplicate product codes. Blank codes are now skipped and duplicates are treated as updates to existing products.
  
  Mobile App Version 7.76.0
   
• The Tradify mobile app now supports iOS 26.

April 22, 2026

• You can now action quotes directly from the Quotes list — duplicate, create a job, or change status without opening the quote first.

April 23, 2026

• The Suppliers list now has a quick action menu on each row. Create a new Purchase Order or Bill pre-filled with that supplier's details in one click.
  
• The Customers list now has a quick action menu on each row. Open a new Job, Quote, or Invoice pre-filled with that customer's details straight from the list.
  
• On web, the code field on the 2FA verification screen is now auto-focused — just start typing your code when it appears, no extra click needed.

April 24, 2026

• You can now customise the columns in your Bills list — show, hide, and reorder to suit how you work. Two new optional columns are available: Entered By and Created On. Your preferences are saved per browser.
  
• The Jobs, Invoices, and Quotes CSV exports now label the column "Customer Email Address(es)" for clarity. Invoices and Quotes exports also include a new Sent To column showing the email addresses the document was last sent to.
• Phone number search on the Enquiries list now handles different number formats — spaces, dashes, brackets, dots, and international prefixes — so you'll find the right enquiry whether the number was saved locally or internationally.