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.
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.
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.
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.
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.
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.
You can now build analytics queries using pMBQL and access a new guide for the query builder in your analytics dashboard.
Administrators can now search for orders using their associated workflow ID.
The offer details page now displays a complete history of all payments associated with an order.
You can now generate Grön Teknik grant filings for Skatteverket.
Workflow templates now support multiple values for task context variables.
You can now filter orders by specific workflow steps on the Order Dashboard.
AI chat summaries are now truncated and can be expanded or collapsed. AI-related elements in chat use updated styling.
Checkboxes in forms now have an updated visual appearance.
Orders with outstanding payments or payouts cannot be cancelled or deleted until financial transactions are settled.
Questions in webforms and workflow templates now render directly within the form, allowing for inline editing.
Create new custom fields, which act as variables, directly from the variable selection dropdown in the rich text editor.
The order list now loads without missing content or displaying errors.
Automated order cancellations now display 'System' as the actor in the order timeline.
You can now filter orders using all available options.
Edit actions for workflow questions are now always visible, making them easier to access.
When document generation fails in workflows, you now see more detailed error messages.
Step descriptions now display correctly on pages showing workflow steps.
Email tasks now correctly handle cases where custom fields used for attachments might be null, preventing errors.
When restarting a workflow, the system now correctly resolves the original assignee for workflow steps.
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.
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.
You can now mark future workflow steps to automatically complete. This helps streamline your workflows by handling routine steps without manual intervention.
Select specific reasons when cancelling orders or rejecting workflow steps. These reasons appear in activity logs and order status.
You can now delete active steps within a job workflow and skip payouts for specific orders.
A link to the associated workflow template now appears directly on the order details page.
Offer summaries now display a price range when an offer includes multiple choices.
You can now enable or disable the AI Order Parser feature in your AI settings.
Admins can now enable or disable client feedback in organization settings.
Operator and client actors are now always generated when a workflow is created from a template.
Create, edit, and delete product tags within Organization Settings.
Select 'Step Assignee' as a recipient when configuring notifications within workflow templates.
Add a default description for viewers and assignees on workflow steps, providing more context and guidance.
You can now forward workflow steps to the owner actor.
The 'Create Order' button on the dashboard now appears black.
Orders load more quickly, improving responsiveness when viewing or managing them.
The scheduler calendar now uses color coding to show available (green) and unavailable (red) time slots.
File lists now display with an improved layout, making it easier to view and manage attached files.
Drag down the chat and notes drawers on mobile to close them quickly and intuitively.
Client avatars now display with distinct colors in customer details and chat interfaces.
The tag picker has been improved for better usability and appearance.
Language detection has been improved to ensure more reliable display of your preferred language.
'Accept offer' and 'Reject offer' labels are now available for workflow step actions.
View the associated workflow template directly within the order's source details and navigate to it with a click.
The list of steps in the workflow template editor is now wider, providing more space to view step details.
Client tokens now correctly synchronize with order tokens, resolving a bug.
Installers cannot see customer contact and address information until they accept an order.
Job list views using presets now load more quickly and display correct hierarchy data.
Changes made to order list views now clear correctly, ensuring the view state resets properly.
User bookings now consistently show the correct performing organization.
Rating request notifications now trigger when an order is completed, and use short, trackable URLs.
The marketplace list now scrolls correctly, improving navigation and usability.
The total for rejected, cancelled, or expired offers now correctly shows the minimum amount owed.
Transaction-fee invoices now correctly include negative platform fees, such as those from fee reversals on refunds.
Fee invoices and payout statements now correctly display the legal name of the organization.
Zero-amount payouts are now correctly ignored when grouping payouts by month for monthly statements.
Workflow templates no longer have orphaned step dependencies when creating a draft, preventing potential issues.
Booking performer assignments now consistently use the person defined in the workflow template.
Workflow steps now consistently assign a specific person, ensuring all steps have a clear assignee.
The 'pre-complete' option is no longer visible on workflow confirmation steps, preventing misleading 'Complete' actions.
The dispatching list now displays correctly, resolving previous presentation issues.
Unsaved changes are now automatically saved as a draft before publishing a workflow template.
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 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 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.
Select specific workflow steps to delegate or transfer when forwarding an order.
View the postcode and city on compact booking cards in the scheduler.
Edit chat messages for up to 5 minutes after sending, extended from 60 seconds.
When reassigning an order or person, choose to remove the previous assignee from associated chats.
Offer lines now include fields for internal price, payment source, and installer payout, visible to owners and admins.
Enable or disable AI field validation to automatically validate uploaded files against custom-field prompts.
When a new organization is created, the first admin user is automatically assigned as the owner.
When creating or updating an organization, you must now assign an owner.
The job timeline now displays progress tracking for individual workflow steps (answered questions out of total).
Assign workflow steps to operators and clients for more granular control over task responsibility.
Assignee avatars now display in order and workflow headers. Use a 'Assign to Me' quick action when changing an assignee.
Filter orders by workflow version on the order dashboard.
Job details now show how long ago a step was opened and its progress (X/Y).
Assigning a performer to a booking step is now simpler.
The chat list now displays the order name and ID on the same line, and the expand/collapse icon is updated.
Mark a chat as solved for your organization, ensuring all colleagues see it as read.
Chat notifications are now sent from the order's operator, regardless of who authored the message.
Chat message templates now load and respond faster.
Mobile applications now have improved viewport scaling and more consistent navigation behavior.
Offer PDFs now include the client's name and address, and the main installer's name and address.
Use workflow templates only from organizations within your hierarchy or with a direct partnership.
Create orders via API using non-UUID partnership IDs. This fixes an issue where some IDs were rejected.
Booking times display consistently across the platform. You can no longer create invalid 00:00-23:59 bookings.
The 'Accept' status for an order now displays if any team member in your organization has accepted it.
Incorrect translations for question dropdowns in job and order forms are now fixed, showing correct labels.
Owners now always have full access to their orders, even if an assigned team member was cancelled.
Cancel orders successfully even if a related person in your organization has been cancelled.
Documentation links throughout the application now consistently point to a unified domain.
Apply partner group overrides to paid offer lines, even without an installer share allocated.
Owners can now correctly view all order payouts, resolving an issue where some payouts were missing.
Public webforms now correctly display and process offer-related information.
Create order notes via the API, with support for file attachments.
The Scheduler now hides internal Installer.com and Proptly users, providing a clearer view of relevant installers.
Filter orders by their root workflow template.
Resize panels on the Order V2 page to customize your layout.
Sort chat messages by newest or oldest first in the chat interface.
View a 'How Secure Payment Works' dialog on checkout and payment pages, detailing how Installer.com secures your payment.
View and manage SSO provider details on a dedicated page. The process for creating and updating SSO configurations is separated for clarity.
Edit the workflow associated with an existing webform to update the workflow template after creation.
Display a partner's logo on your webforms for a more integrated customer experience.
The workflow interface correctly displays and handles actions for different user roles, showing different options or information based on who is viewing the workflow.
Custom assigned team members can no longer be 'Owner' or 'Client' types. Custom assigned team member slugs must be unique within a workflow template.
OfferPay and OfferPayout workflow steps now automatically skip if the payment or payout has already been settled.
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.
The typography of the order header is updated for improved readability.
Clicking on items in the order list is now more responsive and reliable.
The Order List table has updated formatting. Quickly email customers or copy their phone numbers directly from the table.
A fallback name displays in workflow actor lists if a client's name is missing.
Create orders from a new dedicated page with options for manual entry, bulk upload, embed code, direct link, and QR code sharing.
When placing an order on hold, a warning displays that the hold information is visible to everyone.
When using data table filters, clicking a filter group chip for the first time now automatically selects all options within that group.
Add a description to payment transfers to include details about the transfer.
Payment accounts pending verification now display a specific warning. The system recovers more robustly from partial payment account setups.
Configure SSO providers and SCIM provisioning within your organization settings.
Users with a 'Limited' role can no longer view price-related information in offers, products, and workflow steps.
Change assigned team members within an order or workflow more directly.
The 'Create new workflow' button on the order creation page now appears only for administrators with the Workflows feature enabled.
The workflow timeline uses distinct colors to highlight the active step, making it easier to identify the current stage.
Booking 'active' and 'overdue' statuses are now determined by specific booking perform, inspection create, and installation create steps within workflows.
Analytics reports are more accurate and performant. Navigation is simplified, and new dashboards are available.
Recent analytics dashboard changes, including 'My Insights', are reverted to resolve issues. The 'Billing Trigger' setting is removed from organization settings.
API responses for database errors provide more specific messages, without exposing internal database details.
The left menu on the Order V2 page now automatically opens when you access an order.
SMS invitations for clients are now only sent when the order owner triggers the action.
Notification links in the operator portal now correctly direct to workflows.
Workflow notifications now correctly display the assigned team member's name.
An issue that could prevent users from logging in or maintaining their session has been resolved.
Password managers now correctly autofill your credentials on the login page.
Order payouts and B2C invoices are correctly generated and displayed for each individual payment, ensuring accurate representation.
Configure SAML Single Sign-On providers using IdP metadata XML or a metadata URL. The login form now correctly supports password autofill.
Notification warnings in workflow templates now only display for public assigned team members and clients, ensuring relevance to the step's configuration.
Clients can now successfully create offers without encountering errors.
Resend client invitations in bulk from the order dashboard, or for a single order from the order details page.
Filter options are now grouped in data tables, making it easier to find and apply specific filters on the Jobs dashboard.
Create orders from a dedicated page using manual entry, bulk upload, webform links, QR codes, and embed codes.
The source of an order now appears directly on the order details page.
The order list now displays statistics about the active step for each order, showing progress and time spent in the current step.
Create partner groups to categorize partners and define specific pricing overrides for products based on these groups.
Specific messages for pending Trustly payments now appear during checkout.
See which person is responsible for completing a booking step directly within your workflow templates.
Checkboxes are more visible when selecting options within grouped filters on the Jobs dashboard.
You can now select all options within a grouped filter, and see improved counts for selected items.
Number input fields, especially for custom fields, no longer display a thousand separator.
The payment settings page has a new layout, making it easier to set up your payout account and understand verification status.
Select the organization's locale from a dropdown menu in the organization form.
Call-to-action labels now appear on onboarding tasks, and the link to update your profile photo is corrected.
Booking assignees are now accurately set and displayed.
The title displayed when editing a product now uses the correct translation.
Incorrect help text on the ratings page is now corrected.
Pagination on the feedback page now works correctly, and drawers on feedback and partnership pages open and close as expected.
Logos in invoice, payment confirmation, and refund statement emails now display correctly.
International transaction fee invoices now include a reverse charge note for applicable transactions.
Number inputs now correctly format monetary and numerical values in product and offer forms.
Empty workflow step groups no longer appear in workflow configurations.
When you duplicate a workflow template, its step groups are correctly regenerated, making the new template fully functional.
Required workflow steps can no longer be skipped when in a 'Waiting' state, ensuring all mandatory steps are completed.
Product tags assigned to workflow steps are now correctly saved when creating a new workflow template.
Workflow steps now maintain their correct position when rearranged, preventing steps from being placed out of order.
When forwarding an order, you can now assign it to a person who was previously assigned to that order.
The workflow timeline now shows how many times each step has been opened.
You can now delegate orders or specific workflow steps to another organization or team member from the order details page.
Drag and drop panels to reorder them on the Order page. A 'Reset view' button restores the default arrangement.
When rescheduling or creating a booking, you can also update the order's assignee in the same step.
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.
Address autocomplete now shows real-time installer coverage based on service areas and professions.
You can now resend payout statement emails directly from the payouts section.
Administrators can now set default platform fee percentages or specific fees for different payment methods within organization settings.
New workflow steps let you confirm existing bookings or create new ones directly in a workflow.
The Order page now has an updated header layout, truncated text in timeline badges, and a wider side panel.
Filtering and searching orders by assignee now loads significantly faster.
If the editing window for a chat message has expired, you now see a clear explanation in the chat interface.
Read receipts are no longer shown to customers in chat conversations.
If your organization's name is not set, invitation emails now show 'Installer.com' as the sender.
If your organization's ID is missing during payment setup, a new step prompts you to enter this information.
Booking preferences now refresh correctly when reopened. The term 'Client' is updated to 'Customer' throughout the application.
The unscheduled orders filter now shows only orders assigned to accepted team members.
All offer statuses, such as 'Cancelled offer' and 'Accepted offer', now display with correct translations.
Chat messages for partners no longer appear duplicated.
Notification task lists are now sorted correctly. Tabs within the Notifications screen are scrollable.
Custom field options and workflow actions now display with correct translations.
CSV files with a Byte Order Mark (BOM) now import accurately, without the first character being removed.
Adyen payment setup now validates and normalizes phone numbers to prevent setup failures.
Customer invoice emails are now sent only after the invoice is ready.
Klarna payment authorization adjustments now re-send payment splits correctly.
Account statements now reflect adjustment credits. Payment retries no longer drop pending events.
Klarna authorizations are now cancelled when a payment offer results in a net-zero credit.
Address autocomplete suggestions now display correctly in webforms and other input fields.
Payment split options in the dispatch picker now display correctly.
Workflow template tasks now save correctly when creating and updating templates.
Workflow steps no longer appear duplicated across template versions. Only currently published steps display.
You can now edit custom fields associated with a workflow template even after it has been published.
All booking type labels in workflow settings are now correctly localized.
Input fields are no longer shown to customers on workflow steps where no action is needed.
Payment split options and the 'Go to Chat' button now appear correctly within workflow step details.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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 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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
We've fixed an issue where payout amounts in account statements were sometimes incorrect. Your account statements will now accurately reflect your payout amounts.
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.