Coming soon
  • payments Next up

    Better Payments and US Address Support

    We're introducing new ways to split payments with your installers. We're also enhancing US address validation to include state information for smoother transactions.

  • jobs Next up

    Track Client Offer Views

    Soon, you'll see the last time a client opened an offer or viewed a step in their journey. Gain better insight into their engagement.

What's New — Week 23

AI fills order details in webforms

Use AI to automatically parse and fill order details when creating webforms. The AI can even suggest an order name if you don't provide one, saving you time and effort.

Filter orders by user or organization

You can now filter the order list to display only orders connected to your user ID or your parent organization. This helps you focus on relevant orders more efficiently.

Create variables directly in editor

You can now create new custom fields, which function as variables, directly from the variable selection dropdown in the rich text editor. This streamlines your workflow when building templates.

New features
Analytics New

Build analytics queries with pMBQL

You can now build analytics queries using pMBQL and access a new guide for the query builder in your analytics dashboard.

Payments New

All payments visible on offer details

The offer details page now displays a complete history of all payments associated with an order.

Payments New

Grön Teknik Grant Generator

You can now generate Grön Teknik grant filings for Skatteverket.

Workflows New

Multi-value task context in workflow templates

Workflow templates now support multiple values for task context variables.

Improvements
Notifications Improved

Expandable AI chat summaries

AI chat summaries are now truncated and can be expanded or collapsed. AI-related elements in chat use updated styling.

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Other Improved

Updated checkbox design

Checkboxes in forms now have an updated visual appearance.

Payments Improved

Financial safeguards for order cancellations

Orders with outstanding payments or payouts cannot be cancelled or deleted until financial transactions are settled.

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Webforms Improved

Inline editing for webform questions

Questions in webforms and workflow templates now render directly within the form, allowing for inline editing.

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Workflows Improved

Create variables directly in editor

Create new custom fields, which act as variables, directly from the variable selection dropdown in the rich text editor.

Fixes
Jobs Fixed

Order list loads correctly

The order list now loads without missing content or displaying errors.

Jobs Fixed

Order auto-cancellation timeline actor

Automated order cancellations now display 'System' as the actor in the order timeline.

Jobs Fixed

Reopen cancelled orders

You can now reopen cancelled orders.

Workflows Fixed

Workflow question edit actions always visible

Edit actions for workflow questions are now always visible, making them easier to access.

Workflows Fixed

Detailed document generation errors

When document generation fails in workflows, you now see more detailed error messages.

Workflows Fixed

Workflow step descriptions display correctly

Step descriptions now display correctly on pages showing workflow steps.

Workflows Fixed

Email task attachments with null custom fields

Email tasks now correctly handle cases where custom fields used for attachments might be null, preventing errors.

Workflows Fixed

Workflow step assignee resolved on restart

When restarting a workflow, the system now correctly resolves the original assignee for workflow steps.

What's New — Week 22

AI parses order details from text or images

Use AI to automatically extract order details from text or images directly on order creation pages and webforms. This saves time and reduces manual data entry when creating new orders.

Send customer rating notifications

Customers now receive notifications to provide a rating for completed services. You can configure the trigger step for these requests in your workflow templates to get feedback at the right time.

Pre-complete future workflow steps

You can now mark future workflow steps to automatically complete. This helps streamline your workflows by handling routine steps without manual intervention.

New features
Jobs New

Reasons for order and workflow actions

Select specific reasons when cancelling orders or rejecting workflow steps. These reasons appear in activity logs and order status.

Jobs New

Workflow template link in order details

A link to the associated workflow template now appears directly on the order details page.

Screenshot 2026-05-22 at 08 35 46
Payments New

Offer summary shows price range

Offer summaries now display a price range when an offer includes multiple choices.

Settings New

Enable/disable AI Order Parser

You can now enable or disable the AI Order Parser feature in your AI settings.

Settings New

Client feedback toggle in settings

Admins can now enable or disable client feedback in organization settings.

Settings New

Operator and client actors always created

Operator and client actors are now always generated when a workflow is created from a template.

Settings New

Manage product tags in settings

Create, edit, and delete product tags within Organization Settings.

Workflows New

'Step Assignee' notification recipient

Select 'Step Assignee' as a recipient when configuring notifications within workflow templates.

Workflows New

Default step description for viewers

Add a default description for viewers and assignees on workflow steps, providing more context and guidance.

Workflows New

Forward workflow steps to owner

You can now forward workflow steps to the owner actor.

Improvements
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Jobs Improved

Dashboard 'Create Order' button color

The 'Create Order' button on the dashboard now appears black.

Jobs Improved

Faster order loading

Orders load more quickly, improving responsiveness when viewing or managing them.

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Jobs Improved

Scheduler calendar shows availability by color

The scheduler calendar now uses color coding to show available (green) and unavailable (red) time slots.

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Jobs Improved

Improved file list layout

File lists now display with an improved layout, making it easier to view and manage attached files.

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Other Improved

Distinct colors for client avatars

Client avatars now display with distinct colors in customer details and chat interfaces.

Screenshot 2026-05-19 at 16 11 08
Other Improved

Improved tag picker

The tag picker has been improved for better usability and appearance.

Other Improved

More reliable language display

Language detection has been improved to ensure more reliable display of your preferred language.

Other Improved

Offer action labels translated

'Accept offer' and 'Reject offer' labels are now available for workflow step actions.

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Workflows Improved

Workflow template link in order source

View the associated workflow template directly within the order's source details and navigate to it with a click.

Workflows Improved

Wider steps list in workflow editor

The list of steps in the workflow template editor is now wider, providing more space to view step details.

Fixes
Integrations Fixed

Client tokens synchronized with orders

Client tokens now correctly synchronize with order tokens, resolving a bug.

Jobs Fixed

Customer contact hidden before order acceptance

Installers cannot see customer contact and address information until they accept an order.

Jobs Fixed

Faster job list views with presets

Job list views using presets now load more quickly and display correct hierarchy data.

Notifications Fixed

Rating request notifications trigger

Rating request notifications now trigger when an order is completed, and use short, trackable URLs.

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Other Fixed

Marketplace list scrolls correctly

The marketplace list now scrolls correctly, improving navigation and usability.

Screenshot 2026-05-21 at 17 36 05
Payments Fixed

Correct offer totals for certain statuses

The total for rejected, cancelled, or expired offers now correctly shows the minimum amount owed.

Payments Fixed

Negative platform fees on invoices

Transaction-fee invoices now correctly include negative platform fees, such as those from fee reversals on refunds.

Payments Fixed

Zero-amount payouts ignored in monthly grouping

Zero-amount payouts are now correctly ignored when grouping payouts by month for monthly statements.

Workflows Fixed

Workflow drafts without orphaned dependencies

Workflow templates no longer have orphaned step dependencies when creating a draft, preventing potential issues.

Workflows Fixed

Booking performer assignment uses template actor

Booking performer assignments now consistently use the person defined in the workflow template.

Workflows Fixed

Consistent workflow step assignee

Workflow steps now consistently assign a specific person, ensuring all steps have a clear assignee.

Workflows Fixed

'Pre-complete' hidden on confirm steps

The 'pre-complete' option is no longer visible on workflow confirmation steps, preventing misleading 'Complete' actions.

Workflows Fixed

Dispatching list displays correctly

The dispatching list now displays correctly, resolving previous presentation issues.

Workflows Fixed

Auto-save draft before publishing workflow

Unsaved changes are now automatically saved as a draft before publishing a workflow template.

What's New — Week 21

Inline editing for order details

Edit order title, description, and customer information directly on the order details page. This saves time by letting you make quick updates without navigating to a separate edit screen.

Clients upload files in workflows and chat

Clients can now upload files directly within workflow steps and chat interfaces. This simplifies the process for clients to provide necessary documents and information, improving collaboration.

Parent organizations set sub-organization features

Parent organizations can now enable or disable specific features for their sub-organizations directly from settings. This allows for tailored feature access and better management across your organizational hierarchy.

New features
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Jobs New

Select workflow steps when forwarding orders

Select specific workflow steps to delegate or transfer when forwarding an order.

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Notifications New

Remove previous assignee from chats on reassign

When reassigning an order or person, choose to remove the previous assignee from associated chats.

Payments New

Offer lines show internal price and payout details

Offer lines now include fields for internal price, payment source, and installer payout, visible to owners and admins.

Settings New

Toggle AI field validation

Enable or disable AI field validation to automatically validate uploaded files against custom-field prompts.

Settings New

First admin becomes organization owner

When a new organization is created, the first admin user is automatically assigned as the owner.

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Workflows New

Timeline shows workflow step progress

The job timeline now displays progress tracking for individual workflow steps (answered questions out of total).

Workflows New

Assign workflow steps to operators and clients

Assign workflow steps to operators and clients for more granular control over task responsibility.

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Workflows New

Assignee avatars and 'Assign to Me' quick action

Assignee avatars now display in order and workflow headers. Use a 'Assign to Me' quick action when changing an assignee.

Improvements
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Jobs Improved

Job step progress and age display

Job details now show how long ago a step was opened and its progress (X/Y).

Notifications Improved

Improved chat list display

The chat list now displays the order name and ID on the same line, and the expand/collapse icon is updated.

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Notifications Improved

Mark chats as solved for your organization

Mark a chat as solved for your organization, ensuring all colleagues see it as read.

Notifications Improved

Chat notifications from order operator

Chat notifications are now sent from the order's operator, regardless of who authored the message.

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Other Improved

Improved mobile viewport and navigation

Mobile applications now have improved viewport scaling and more consistent navigation behavior.

Screenshot 2026-05-11 at 16 05 59
Payments Improved

Client and installer details on Offer PDFs

Offer PDFs now include the client's name and address, and the main installer's name and address.

Workflows Improved

Workflow template access control

Use workflow templates only from organizations within your hierarchy or with a direct partnership.

Fixes
Integrations Fixed

Non-UUID partnership IDs accepted in API

Create orders via API using non-UUID partnership IDs. This fixes an issue where some IDs were rejected.

Jobs Fixed

Consistent booking times and validation

Booking times display consistently across the platform. You can no longer create invalid 00:00-23:59 bookings.

Jobs Fixed

Order 'Accept' status reflects any team member

The 'Accept' status for an order now displays if any team member in your organization has accepted it.

Jobs Fixed

Correct translations for question dropdowns

Incorrect translations for question dropdowns in job and order forms are now fixed, showing correct labels.

Jobs Fixed

Order access for owners fixed

Owners now always have full access to their orders, even if an assigned team member was cancelled.

Jobs Fixed

Order cancellation with cancelled people fixed

Cancel orders successfully even if a related person in your organization has been cancelled.

Other Fixed

Unified documentation links

Documentation links throughout the application now consistently point to a unified domain.

Partners Fixed

Partner group override for paid offer lines

Apply partner group overrides to paid offer lines, even without an installer share allocated.

Webforms Fixed

Public webforms display offer information correctly

Public webforms now correctly display and process offer-related information.

What's New — Week 20

New features
Integrations New

API supports order notes with file uploads

Create order notes via the API, with support for file attachments.

Jobs New

Internal users hidden from Scheduler

The Scheduler now hides internal Installer.com and Proptly users, providing a clearer view of relevant installers.

Jobs New

Resizable panels on Order V2 page

Resize panels on the Order V2 page to customize your layout.

Payments New

Secure payment information dialog

View a 'How Secure Payment Works' dialog on checkout and payment pages, detailing how Installer.com secures your payment.

Settings New

SSO provider detail pages and configuration flow

View and manage SSO provider details on a dedicated page. The process for creating and updating SSO configurations is separated for clarity.

Webforms New

Edit workflow on existing webforms

Edit the workflow associated with an existing webform to update the workflow template after creation.

Webforms New

Co-brand webforms with partner logos

Display a partner's logo on your webforms for a more integrated customer experience.

Workflows New

Enhanced workflow assigned team member roles

The workflow interface correctly displays and handles actions for different user roles, showing different options or information based on who is viewing the workflow.

Workflows New

Custom workflow assigned team member constraints

Custom assigned team members can no longer be 'Owner' or 'Client' types. Custom assigned team member slugs must be unique within a workflow template.

Workflows New

OfferPay/Payout steps auto-skip

OfferPay and OfferPayout workflow steps now automatically skip if the payment or payout has already been settled.

Improvements
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Analytics Improved

Enhanced analytics dashboards and billing trigger

Access enhanced dashboards with new data points like 'Offer Rejections' and 'Order Conversion Rate Over Time'. A new 'Billing Trigger' setting is available in your organization profile.

Jobs Improved

Updated order header typography

The typography of the order header is updated for improved readability.

Jobs Improved

More responsive order list clicks

Clicking on items in the order list is now more responsive and reliable.

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Jobs Improved

Order list table updates and quick actions

The Order List table has updated formatting. Quickly email customers or copy their phone numbers directly from the table.

Jobs Improved

Client name fallback in workflow actor lists

A fallback name displays in workflow actor lists if a client's name is missing.

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Jobs Improved

Simplified order creation page

Create orders from a new dedicated page with options for manual entry, bulk upload, embed code, direct link, and QR code sharing.

Jobs Improved

Warning for order hold visibility

When placing an order on hold, a warning displays that the hold information is visible to everyone.

Other Improved

Filter group chips auto-select all

When using data table filters, clicking a filter group chip for the first time now automatically selects all options within that group.

Payments Improved

Pending payment account verification warning

Payment accounts pending verification now display a specific warning. The system recovers more robustly from partial payment account setups.

Settings Improved

SSO authentication system and SCIM provisioning

Configure SSO providers and SCIM provisioning within your organization settings.

Settings Improved

Prices hidden for Limited users

Users with a 'Limited' role can no longer view price-related information in offers, products, and workflow steps.

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Workflows Improved

Simplify changing assigned team members

Change assigned team members within an order or workflow more directly.

Workflows Improved

Workflow creation requires admin access

The 'Create new workflow' button on the order creation page now appears only for administrators with the Workflows feature enabled.

Screenshot 2026-05-05 at 08 52 00
Workflows Improved

Workflow timeline active step colors

The workflow timeline uses distinct colors to highlight the active step, making it easier to identify the current stage.

Workflows Improved

Booking status tied to specific workflow steps

Booking 'active' and 'overdue' statuses are now determined by specific booking perform, inspection create, and installation create steps within workflows.

Fixes
Analytics Fixed

Analytics navigation and dashboards updated

Analytics reports are more accurate and performant. Navigation is simplified, and new dashboards are available.

Analytics Fixed

Analytics dashboards and billing trigger reverted

Recent analytics dashboard changes, including 'My Insights', are reverted to resolve issues. The 'Billing Trigger' setting is removed from organization settings.

Integrations Fixed

Clearer API responses for database errors

API responses for database errors provide more specific messages, without exposing internal database details.

Jobs Fixed

Left menu auto-opens on Order V2 page

The left menu on the Order V2 page now automatically opens when you access an order.

Notifications Fixed

SMS invitations sent by order owner only

SMS invitations for clients are now only sent when the order owner triggers the action.

Notifications Fixed

Operator portal notification links fixed

Notification links in the operator portal now correctly direct to workflows.

Notifications Fixed

Actor names in workflow notifications

Workflow notifications now correctly display the assigned team member's name.

Other Fixed

Login and session issues resolved

An issue that could prevent users from logging in or maintaining their session has been resolved.

Other Fixed

Password manager autofill on login fixed

Password managers now correctly autofill your credentials on the login page.

Payments Fixed

Accurate payouts and invoices for multiple payments

Order payouts and B2C invoices are correctly generated and displayed for each individual payment, ensuring accurate representation.

Settings Fixed

SAML setup and login autofill improvements

Configure SAML Single Sign-On providers using IdP metadata XML or a metadata URL. The login form now correctly supports password autofill.

Workflows Fixed

Relevant notification warnings in workflow templates

Notification warnings in workflow templates now only display for public assigned team members and clients, ensuring relevance to the step's configuration.

Workflows Fixed

Client offer creation fixed

Clients can now successfully create offers without encountering errors.

What's New — Week 19

New features
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Jobs New

Resend client invitations in bulk

Resend client invitations in bulk from the order dashboard, or for a single order from the order details page.

Screenshot 2026-04-30 at 11 59 23
Jobs New

Grouped filter options in data tables

Filter options are now grouped in data tables, making it easier to find and apply specific filters on the Jobs dashboard.

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Jobs New

New dedicated order creation page

Create orders from a dedicated page using manual entry, bulk upload, webform links, QR codes, and embed codes.

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Jobs New

Order source visible on order details

The source of an order now appears directly on the order details page.

Screenshot 2026-04-27 at 11 45 30
Jobs New

Order list shows active step statistics

The order list now displays statistics about the active step for each order, showing progress and time spent in the current step.

Partners New

Create partner groups for pricing

Create partner groups to categorize partners and define specific pricing overrides for products based on these groups.

Payments New

Trustly pending payment messages

Specific messages for pending Trustly payments now appear during checkout.

Improvements
Jobs Improved

Improved grouped filter display

Checkboxes are more visible when selecting options within grouped filters on the Jobs dashboard.

Jobs Improved

Select all options in grouped filters

You can now select all options within a grouped filter, and see improved counts for selected items.

Other Improved

Number inputs without thousand separators

Number input fields, especially for custom fields, no longer display a thousand separator.

Payments Improved

Redesigned payment settings page

The payment settings page has a new layout, making it easier to set up your payout account and understand verification status.

Settings Improved

Onboarding tasks and profile link

Call-to-action labels now appear on onboarding tasks, and the link to update your profile photo is corrected.

Fixes
Other Fixed

Product edit title displays correctly

The title displayed when editing a product now uses the correct translation.

Other Fixed

Ratings page help text corrected

Incorrect help text on the ratings page is now corrected.

Other Fixed

Feedback page pagination and drawers fixed

Pagination on the feedback page now works correctly, and drawers on feedback and partnership pages open and close as expected.

Payments Fixed

Reverse charge note on invoices

International transaction fee invoices now include a reverse charge note for applicable transactions.

Workflows Fixed

Duplicated workflow templates work correctly

When you duplicate a workflow template, its step groups are correctly regenerated, making the new template fully functional.

Workflows Fixed

Required workflow steps cannot be skipped

Required workflow steps can no longer be skipped when in a 'Waiting' state, ensuring all mandatory steps are completed.

Workflows Fixed

Workflow step product tags persist

Product tags assigned to workflow steps are now correctly saved when creating a new workflow template.

Workflows Fixed

Workflow step ordering fixed

Workflow steps now maintain their correct position when rearranged, preventing steps from being placed out of order.

Workflows Fixed

Forwarded orders can assign to same person

When forwarding an order, you can now assign it to a person who was previously assigned to that order.

What's New — Week 18

New features
Screenshot 2026-04-24 at 10 00 08
Jobs New

Workflow timeline shows step open count

The workflow timeline now shows how many times each step has been opened.

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Jobs New

Forward orders to other teams or organizations

You can now delegate orders or specific workflow steps to another organization or team member from the order details page.

Jobs New

Customize the Order page panel layout

Drag and drop panels to reorder them on the Order page. A 'Reset view' button restores the default arrangement.

Jobs New

Update order assignee from schedule event dialog

When rescheduling or creating a booking, you can also update the order's assignee in the same step.

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Partners New

Partner payouts status indicator

A new indicator shows whether partner organizations are set up to receive payouts from platform payments. Visible when viewing partner details and when assigning jobs.

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Partners New

Real-time address coverage for installers

Address autocomplete now shows real-time installer coverage based on service areas and professions.

Payments New

Configure platform fees per organization

Administrators can now set default platform fee percentages or specific fees for different payment methods within organization settings.

Improvements
Screenshot 2026-04-22 at 13 16 20
Jobs Improved

Order page layout improvements

The Order page now has an updated header layout, truncated text in timeline badges, and a wider side panel.

Jobs Improved

Faster filtering by assignee

Filtering and searching orders by assignee now loads significantly faster.

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Notifications Improved

Clearer explanations for chat message editing

If the editing window for a chat message has expired, you now see a clear explanation in the chat interface.

Notifications Improved

Customer chat read receipts hidden

Read receipts are no longer shown to customers in chat conversations.

Notifications Improved

Fallback company name in invitation emails

If your organization's name is not set, invitation emails now show 'Installer.com' as the sender.

Payments Improved

Org ID prompt in onboarding

If your organization's ID is missing during payment setup, a new step prompts you to enter this information.

Fixes
Jobs Fixed

Booking preferences refresh and 'Client' renamed

Booking preferences now refresh correctly when reopened. The term 'Client' is updated to 'Customer' throughout the application.

Jobs Fixed

Offer status translations display correctly

All offer statuses, such as 'Cancelled offer' and 'Accepted offer', now display with correct translations.

Notifications Fixed

Duplicate partner chats resolved

Chat messages for partners no longer appear duplicated.

Notifications Fixed

Notification task lists sort correctly

Notification task lists are now sorted correctly. Tabs within the Notifications screen are scrollable.

Other Fixed

Custom field options display correctly

Custom field options and workflow actions now display with correct translations.

Other Fixed

CSV parsing for BOM-prefixed files

CSV files with a Byte Order Mark (BOM) now import accurately, without the first character being removed.

Payments Fixed

Adyen phone number validation

Adyen payment setup now validates and normalizes phone numbers to prevent setup failures.

Payments Fixed

Customer invoice email delivery

Customer invoice emails are now sent only after the invoice is ready.

Payments Fixed

Klarna authorization adjustments processed accurately

Klarna payment authorization adjustments now re-send payment splits correctly.

Payments Fixed

Account statements and payment retries improved

Account statements now reflect adjustment credits. Payment retries no longer drop pending events.

Payments Fixed

Klarna authorizations cancelled for net-zero credits

Klarna authorizations are now cancelled when a payment offer results in a net-zero credit.

Webforms Fixed

Address autocomplete suggestions display correctly

Address autocomplete suggestions now display correctly in webforms and other input fields.

Workflows Fixed

Dispatch picker payment splits display correctly

Payment split options in the dispatch picker now display correctly.

Workflows Fixed

Duplicate workflow steps resolved

Workflow steps no longer appear duplicated across template versions. Only currently published steps display.

Workflows Fixed

Edit custom fields on published workflow templates

You can now edit custom fields associated with a workflow template even after it has been published.

Workflows Fixed

Workflow booking type labels display correctly

All booking type labels in workflow settings are now correctly localized.

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Workflows Fixed

Customer inputs hidden on non-action workflow steps

Input fields are no longer shown to customers on workflow steps where no action is needed.

Workflows Fixed

Payment splits and chat in workflow steps

Payment split options and the 'Go to Chat' button now appear correctly within workflow step details.

What's New — Week 17

New features
Screenshot 2026-04-13 at 16 35 24
Jobs New

Orders V2 Now Default

The new Orders V2 interface is now the default view when you navigate to the Orders section. This update provides a streamlined experience for managing all your orders. You can still switch back to the previous version if needed.

Other New

Payout Emails Now Include CSV

Payout statement emails now include a CSV file attachment in addition to the PDF. This enhancement provides you with more flexibility in how you manage and analyze your payout data. You can easily import the CSV into your preferred spreadsheet software for detailed reporting and reconciliation.

Other New

Daily Automatic Payouts Enabled

You can now receive daily automatic payouts for your completed jobs. Our system will automatically process payouts every day at 12:00 PM UTC, streamlining your payment process.

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Settings New

Email OTP Verification Added

You can now choose to receive your One-Time Passcode (OTP) via email when verifying your account or performing sensitive actions. This provides an alternative to SMS verification, offering more flexibility and convenience for accessing your Installer.com account securely.

Workflows New

Workflow Template Versioning

You can now manage your workflow templates with powerful versioning capabilities. Create drafts, publish new versions, or archive old ones to maintain a clear history. Easily duplicate existing templates or promote a draft to a published version, giving you greater control over your operational processes.

Improvements
Customer Portal Improved

Email Verification Event Tracking

We've enhanced our system to track when email verification codes are successfully sent. This improvement helps us monitor the reliability of our verification process and ensures a smoother experience for you.

Jobs Improved

Order Description Can Be Empty

You can now leave the order description field blank when creating or updating orders. This provides more flexibility for jobs that do not require a detailed description. The system will no longer require a value in this field.

Other Improved

Support Button Visual Refresh

The support button in the application's navigation has received a visual refresh. It now features a cleaner, more modern design, making it easier to identify and access support resources. This update enhances the overall user interface and improves navigation clarity.

Reports Improved

Analytics Refresh Improved

We've enhanced the backend processes for refreshing your analytics data. This improvement ensures that your reports are generated more reliably and efficiently, especially for larger datasets, providing you with up-to-date insights without delays.

Reports Improved

New 'Order Resolved At' for Analytics

We've added a new 'Order Resolved At' field to our analytics data. This timestamp captures when an order was fully resolved, whether completed or cancelled. This enhancement provides deeper insights into order lifecycle and resolution times for your reporting.

Workflows Improved

Custom Fields Accessible by Custom ID

You can now reference custom fields within your workflows using their unique custom ID. This enhancement provides more flexibility and precision when configuring automated tasks and data handling.

Workflows Improved

On Hold Logic Streamlined

The logic for determining when an order can be put on hold has been streamlined. This improvement ensures that the 'On Hold' action is now more accurately controlled by the order's current workflow state, providing a more consistent experience.

Fixes
API Fixed

Webhook Dates Standardized to ISO 8601

To improve consistency and reliability for your integrations, all dates within webhook payloads are now standardized to the ISO 8601 format. This ensures that any systems consuming your webhooks will receive date and time information in a predictable and universally recognized format, simplifying data processing and reducing potential errors.

Reports Fixed

Improved Analytics Data Accuracy

We've made significant improvements to how analytics data is processed and displayed. You will now experience more accurate data in your reports, better suggestions for joining data in sandbox environments, and enhanced capabilities for exporting data from analytics questions. These updates ensure a smoother and more reliable data analysis experience.

Workflows Fixed

Offer Workflow Settings Translation Fixed

We've resolved an issue where certain text related to offer workflow settings was not displaying correctly. All relevant labels and descriptions now appear as intended, ensuring a clearer and more consistent experience when configuring your workflows.

Workflows Fixed

Workflow Actor Assignment Fix

We've resolved an issue where actor assignments in workflows were not always correctly identified when linked through partnerships. This ensures that your workflows now accurately dispatch actors, improving the reliability of your operations.

Workflows Fixed

Improved Actor Assignment & Dispatch

We've implemented several fixes to enhance the reliability and accuracy of actor assignments and dispatching. This ensures that your jobs are routed correctly and representatives are assigned with greater precision, especially for sub-organizations. You can expect a smoother and more consistent experience when managing your field service operations.

Workflows Fixed

Workflow Offer Insertion Fixed

We've resolved an issue that prevented offers from being correctly inserted into workflows. You can now reliably add and manage offers within your workflow configurations without encountering unexpected errors.

Workflows Fixed

Workflow Cancellation State Reset

Workflows now correctly reset their state when an actor cancels a step, preventing incorrect auto-completion. This ensures that workflow steps behave as expected after a cancellation, maintaining proper process flow.

Workflows Fixed

Fixed: Workflow Notification Recipients

We've resolved an issue where notification recipients were not correctly remapped when duplicating workflow templates or starting them as drafts. This fix ensures that all notifications function as expected, preventing errors when creating workflows from duplicated templates. Your workflow processes will now be more reliable.

Workflows Fixed

Unpublished Workflows Hidden

When creating new orders or editing webforms, you will now only see published workflows available for selection. This change ensures a cleaner and more accurate workflow selection process, preventing the accidental use of incomplete or unapproved workflows. Additionally, workflow versions are now visible as an option in your order dashboard columns, providing more detailed insights.

What's New — Week 16

New features
Screenshot 2026-04-09 at 13 26 19
Bookings New

Bookings and On Hold Views Split

We've enhanced your job management by separating the 'Bookings / On Hold' view into two distinct views: 'Bookings' and 'On Hold'. This allows for clearer organization and easier access to jobs awaiting booking and those temporarily paused. You can now quickly filter and manage these specific job statuses with improved precision.

Jobs New

Edit Addresses in Order Details

You can now conveniently edit customer addresses directly from the order details panel. This new capability allows for quick corrections and updates without navigating away from the order view, streamlining your workflow. Simply open an order and access the address section to make changes.

Notifications New

feat: add member to chat on reassign

feat: add member to chat on reassign

Screenshot 2026-04-10 at 10 03 30
Notifications New

Failed Notifications Badge

You can now quickly identify if there are any failed notifications directly from the 'More' menu. A new badge will appear, indicating the presence of unsent notifications that require your attention.

Settings New

Default Chat Assignee

You can now set a default assignee for new organization chats. This ensures that incoming chats are automatically routed to a specific team member, streamlining your communication workflow and improving response times.

Settings New

Product Catalog Enabled by Default

New Installer organizations will now have the Product Catalog feature enabled by default. This streamlines the setup process, allowing you to immediately start managing your products and services without additional configuration.

Improvements
Other Improved

CSV Import Reliability Improved

We've enhanced our CSV import functionality to be more robust. You can now import CSV files with various encodings and delimiters, as the system will automatically detect these settings for a smoother import experience. This improvement ensures your data is imported accurately and efficiently.

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Workflows Improved

Improved Workflow Dispatching & Data Integrity

We've enhanced our workflow dispatching system to provide more precise control over actor representatives. You can now see clearer statuses for dispatched actors, including 'Aborted' for instances where a new dispatch replaces an existing one. This ensures that historical data is preserved and not overwritten, giving you a more accurate record of all dispatching activities.

Fixes
Jobs Fixed

Order Details Show Correct Actor Name

You will now see the correct actor's name displayed on the order details page. Previously, an incorrect job partner label was sometimes shown. This ensures clarity and accuracy when viewing order information.

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Other Fixed

Right Panels Align Correctly

We've resolved an issue where right-aligned panels might not have appeared correctly when no left panels were open. Now, all panels will consistently align as expected, improving your workflow's visual consistency.

Workflows Fixed

Improved Workflow Timeline Display

We've resolved an issue where the workflow timeline might not have displayed all steps correctly, especially for steps without data entries. Now, you can always see a complete and accurate view of your job's progress, ensuring all relevant steps are visible.

Workflows Fixed

Improved Actor Assignment and Dispatching Reliability

We've made several under-the-hood improvements to how actors are assigned and dispatched within workflows. These changes enhance the accuracy and reliability of the dispatching process, ensuring that the right actors are assigned to jobs more consistently. This also includes more precise handling of actor representative statuses and cancellation reasons.

Workflows Fixed

Improved Workflow Timeline Display

We've resolved an issue where the workflow timeline might not have displayed all steps correctly, especially for steps without data entries. Now, you can always see a complete and accurate view of your job's progress, ensuring all relevant steps are visible.

Workflows Fixed

Improved Workflow Cancellation for Dispatching Steps

We've resolved an issue where cancelling a dispatching step in a workflow might not have cancelled all associated actor representatives. Now, when you cancel a dispatching step, all relevant actor representatives will be correctly cancelled, ensuring a cleaner and more accurate workflow state.

Workflows Fixed

Improved Workflow Cancellation for Dispatching Steps

We've resolved an issue where cancelling a dispatching step in a workflow might not have cancelled all associated actor representatives. Now, when you cancel a dispatching step, all relevant actor representatives will be correctly cancelled, ensuring a cleaner and more accurate workflow state.

Workflows Fixed

Fixed: Actor Reps Cancelled with Dispatch Step

Previously, when a dispatching step in a workflow was cancelled, not all associated actor representatives were correctly cancelled. This issue has been resolved. Now, all actor representatives are reliably cancelled when a dispatching step is cancelled, ensuring consistent workflow management.

Workflows Fixed

Workflow Timeline Shows All Steps

The workflow timeline now accurately displays all relevant steps, including those marked as 'Todo' or filtered out, ensuring you have a complete overview of job progress. This fix addresses an issue where some steps were not visible, providing a clearer and more reliable tracking experience. You can now confidently monitor every stage of your workflows.

What's New — Week 15

New features
Reports New

Transaction Fee Invoices Now Available to All Users

You can now download transaction fee invoices directly from your Payouts report. Previously, this feature was only available to superusers. This improvement makes it easier for all users to access their financial documentation.

Improvements
Jobs Improved

Faster Job and Order Loading

We've optimized our database queries to significantly improve the loading speed of your job lists and order details. You can now navigate and access your critical job information more quickly and efficiently.

Other Improved

Improved Filter Options Display

You will now see prepended options correctly displayed in all filter components across the application. This improvement enhances the usability of filters, making it easier to refine your searches and manage data.

Workflows Improved

Improved Order Status Accuracy

We've enhanced the logic for order status information, allowing it to handle more complex scenarios and edge cases. This improvement provides more reliable and accurate updates in your order workflows and dashboards, ensuring you always have the most precise status for your jobs.

Fixes
Jobs Fixed

Deleted Orders Hidden from View

You will no longer see deleted orders and jobs in your lists or search results. This improvement provides a cleaner and more accurate view of your active work, helping you focus on what matters most.

Jobs Fixed

Job Comments Display Accurately

We've fixed an issue where job comments might have appeared duplicated or incorrectly processed. Now, comments on jobs will display accurately, ensuring you always see the correct information.

Other Fixed

Improved Analytics Data Processing

We've optimized the refresh schedule for analytics data to enhance system stability and ensure more efficient processing. This change helps maintain the performance of your analytics reports.

Other Fixed

Negative Filters Now Work Correctly

You can now confidently use negative filters (e.g., 'not equal to X') across the platform. This fix ensures that your data displays accurately when applying these conditions, providing more reliable filtering results.

Reports Fixed

Corrected Payout Amounts in Account Statements

We've fixed an issue where payout amounts in account statements were sometimes incorrect. Your account statements will now accurately reflect your payout amounts.

Workflows Fixed

Accurate Active Step Display in Workflows

This fix ensures that the active step in a workflow is now accurately displayed, especially for multi-dispatched orders. You will see the correct workflow progression reflected, providing a clearer understanding of job status.