Changelog

Fixed an issue where Jobs in restored Sales Orders were not showing up in search results.

You can now see exactly which taxes you've selected and how they're calculated. We've also added detailed breakdowns for multi-line taxes.

You no longer need to hover to see the full address — it's now displayed inline for quicker access.

We fixed a bug where trying to export the reports as CSV may sometime fail. This issue is now fixed.

We've fixed an issue where the same email address could receive duplicate messages for a Sales Order. Now, each person will only get one email, even if their address appears multiple times.

Introduced comprehensive currency formatting across all PDF templates to improve the presentation of financial data in generated documents. All monetary values now display with proper currency symbols, thousand separators, and consistent decimal precision based on your team's locale settings.

Added

• Customer Information

  • Formatted wallet fund balance
  • Formatted order totals (ordered, unpaid, deposit due, overdue, quote amounts)

• Sales Orders

  • Formatted shipping costs and fees
  • Formatted tax calculations
  • Formatted item pricing and subtotals
  • Formatted discounts
  • Formatted balance due and payment information

• Invoices

  • Formatted line item pricing
  • Formatted tax breakdowns
  • Formatted discount values

• Purchase Orders

  • Formatted order totals (subtotal, tax, grand total)
  • Formatted line item pricing with tax calculations

• Job Services

  • Formatted service pricing totals

We were mistakenly showing the date invoice was created at instead of the issue date when rendering the PDF. This bug has now been fixed.

We've added the following filters

• Has Not Invoiced Items
• Has Over Invoiced Items

Sorting Options Added

• Sort by Customer Name

Sorting Behavior Changed

• Sort by Status now sorts by Status Position

We've added two more fields to make the Sales Order and Quote related triggers more actionable:

• customer_portal_order_link
  • Link that logs the customer in and takes them straight to the Sales Order or Quote
• customer_portal_payment_link
  • Link that logs the customer in, takes them straight to the Sales Order and also opens the Payment Dialog.

Based on user feedback, the Customer Portal now defaults to the Sales Orders tab instead of the tab view. Additionally, the selected tab is now reflected in the URL, allowing customers to bookmark their preferred tab.

1. Added payment-related Zapier triggers
2. Added customer-fund–related Zapier triggers
3. Updated “Create / Update Contact” and “Create Customer” Zapier actions to gracefully handle duplicates
4. Added “Assign User to Tasks” Zapier action

We had a bug where once a user leaves the team, their assignment to the Customer or Tasks remains unchanged. This change allows you to see who it was assigned to, with the opportunity to remove them as needed.

For some reason, we were showing non-granular Order Approval Status in the sidebar. This has now been corrected.

Previously, attempting to add a task without specifying a date would result in an error, preventing task creation. This issue has now been resolved. Tasks can be created successfully even when the date field is left empty.

Previously, if you jumped to page 3 of a list and then clicked a column header to sort, the query was still executed against page 3 rather than restarting at page 1, so the results looked wrong. We’ve corrected this behavior—sorting now refreshes from page 1 as expected.

TL;DR: Sorting on the list page now shows the right results.

We fixed the following UI alignment issue. It's all neat now!

We've added a convenient dropdown selection to change the barcode scanner camera selection. Once selected, we will remember this choice for the device so that subsequent use will be frictionless.

When enabling Auto Invoice in Sales Order Create page, we will show the created Invoice Dialog so that you can quickly check and update addresses and taxes. However, if the Sales Order doesn't have enough information to generate an Invoice, this action will do nothing.

Creating a task without start and due date can sometimes fail. This has been fixed now.

In Sales Order Create page, we had a bug where adding a previous job will not display the line items correctly. This has been fixed now.