What's New — Week 29

New features

Jobs New

Edit and copy order titles on hover

Hover over an order title in the header to see new buttons for editing and copying it.

Open in app →

Other New

Search custom fields in command palette

You can now search for custom field values directly within the command palette.

Payments New

Klarna messaging on offer acceptance step

Klarna on-site messaging now displays during the offer acceptance step, providing customers with more payment information.

Open in app →

Settings New

Add professions and services to user profiles

Specify your professions and services in your user settings for more detailed user profiles.

Open in app → Read the guide →

Workflows New

Order workflow view shows people and attribution

See the people assigned to each step and their attribution directly within the order workflow view.

Open in app →

Workflows New

Reassign steps when skipping assignment

When you skip an assignment step, previously assigned steps are now reassigned back to the original person.

Open in app →

Workflows New

Workflow creation supports client and operator templates

You can now use client and operator templates when creating workflows.

Open in app →

Workflows New

Background event configuration editable

You can now edit background event configurations directly on the event detail page.

Open in app →

Workflows New

Workflow template history shows publisher and orders

The history view now shows who published each workflow template version and how many orders were created from it.

Open in app →

Improvements

Analytics Improved

Analytics exclude test orders, add new data

Analytics data now excludes test orders for more accurate reporting and includes new data points for chat messages, bookings, and workflow steps.

Open in app →

Workflows Improved

Workflow template actors constrained

Workflow template owners and clients are now constrained to ensure only one of each can be assigned per template.

Open in app →

Workflows Improved

Workflow step panel improved on Orders page

The workflow step panel on the Orders page is now more consistent across the platform.

Open in app → Read the guide →

Fixes

Jobs Fixed

Order title edit modal requires button click

The modal to edit an order title now only opens when you click the dedicated edit button, preventing accidental openings.

Open in app →

Notifications Fixed

SMS messages no longer show double new lines

SMS notifications no longer show occasional double new lines, ensuring cleaner messages.

Open in app →

Notifications Fixed

Legacy response deadline offset variable removed

The legacy 'response deadline offset' variable has been removed from notification settings, simplifying configuration.

Open in app → Read the guide →

Notifications Fixed

Feedback email sender name now correct

Feedback request emails now correctly display the sender name.

Open in app →

Other Fixed

Video playback pauses on navigation

Videos now correctly pause when you navigate away from a page, preventing audio from continuing to play.

Payments Fixed

Klarna On-Site Messaging display fixed

Klarna On-Site Messaging now displays correctly on mobile devices and its placement within the order summary is fixed.

Open in app →

Webforms Fixed

Custom field address prefill fixed

Structured order addresses now correctly prefill in custom fields, resolving an issue with installation address bugs.

Open in app →

Workflows Fixed

Auto-dispatch includes 'Aborted' status

Auto-dispatch now correctly identifies previously aborted assigned team members.

Open in app →

Workflows Fixed

Forwarded assignment steps use correct network

When forwarding an assignment step in a workflow, the correct installer network is always used.

Open in app →

Workflows Fixed

Correct person name for forwarded steps

When forwarding an order, the correct person's name now displays for upcoming tasks in the forwarded steps.

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Workflows Fixed

Correct person for completed workflow steps

Completed workflow steps now correctly display the person who performed the action.

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Workflows Fixed

Hide client and operator variables in editor

Client and operator variables are now hidden in the workflow editor for a cleaner view.

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Workflows Fixed

Selected router/template stays visible

When copying workflow templates, the selected router or template now remains visible after selection.

Open in app →

What's New — Week 27

New features

Jobs New

Order tags assign to main installer

When an order has tags, matching contractor tags are now automatically assigned to the main installer as preferred dispatch tags.

Open in app → Read the guide →

Jobs New

Customer tracking link in 'on the way' SMS

Customers now receive an SMS with a link to track their installer's real-time location when the installer is on the way.

Open in app →

Jobs New

Reject with a reason and comment

When rejecting a booking, dispatch, or offer, you can now select a reason and add an optional comment.

Open in app →

Jobs New

Navigate between orders with buttons

You can now navigate between orders directly from the order detail page using new previous and next buttons.

Open in app →

Notifications New

Live presence and online avatars

See live presence indicators on order and workflow pages, online status on user avatars, and last login times in user lists.

Open in app → Read the guide →

Payments New

New Offer Pay and Payout workflow steps

New 'Offer Pay' and 'Offer Payout' step pages are available in workflows for flexible payment and payout configurations.

Open in app → Read the guide →

Workflows New

Clear 'on-hold' status from step page/banner

Clear an order's 'on-hold' status directly from the step page drawer or the order's top-level status banner.

Open in app →

Improvements

Jobs Improved

Order dashboard checkbox column sizing

The checkbox column in the order dashboard now adjusts its width to always appear square.

Open in app →

Jobs Improved

Single 'on the way' SMS per order

Customers receive only one 'installer on the way' SMS notification per order, even if the installer stops and re-shares their location.

Open in app →

Jobs Improved

Order panels scroll into view

On desktop, clicking a panel on the order detail page now automatically scrolls it fully into view.

Open in app →

Notifications Improved

Simplified order rating request email

The order rating request email sent to customers has been simplified for clarity with a more concise preheader and body.

Open in app →

Other Improved

Client terminology updated to Customer

The term 'client' has been replaced with 'customer' throughout the application for improved clarity and consistency.

Read the guide →

Fixes

Integrations Fixed

Customer portal timeline is collapsible

The timeline in the customer portal can now be collapsed. Mobile display issues with colors are also resolved.

Open in app →

Jobs Fixed

Duration-only bookings in time picker

You can now select duration-only bookings in the time picker when creating a new job.

Open in app → Read the guide →

Jobs Fixed

Installer live location displays correctly

Installer live location now correctly displays for orders, resolving previous display issues.

Open in app →

Jobs Fixed

On-the-way SMS links to order overview

The link in the 'on-the-way' SMS notification for installers now correctly directs to the order overview page.

Open in app →

Notifications Fixed

Compact stacked avatar groups

Stacked avatar groups, like those in chat, now display more compactly as a single avatar with a participant count.

Open in app →

Notifications Fixed

Special characters in emails display correctly

Special characters like '&' and '/' now display correctly in emails without being double-escaped.

Open in app →

Notifications Fixed

Notification editor filters portal links

The notification editor now correctly filters portal links based on the selected recipient, preventing incorrect links.

Open in app →

Payments Fixed

Offer display reliability

Offers now display more consistently across the platform when viewing or applying them.

Open in app →

Payments Fixed

Offer Pay and Payout steps fixed

Issues with Offer Pay and Offer Payout step pages are now resolved, ensuring they function as expected.

Open in app →

Settings Fixed

Superusers find partnership organizations

Superusers can now correctly search for and find partnership organizations when selecting an organization.

Open in app →

Workflows Fixed

Dispatch returns to forwarder on cancellation

When an installer cancels a job, the dispatch step now correctly returns to the original forwarder.

Open in app →

Workflows Fixed

Teammates reassign forwarded workflow steps

Organization teammates can now reassign forwarded steps within a workflow.

Open in app →

Workflows Fixed

Workflow step variants follow capabilities

Workflow step variants (act, await, done) are now determined by your available actions, not your organization's assignment.

Open in app → Read the guide →

Workflows Fixed

Workflow template step order preserved

When editing workflow templates, the order of steps is now correctly preserved.

Open in app →

Workflows Fixed

Fastighetsbeteckning autocomplete in workflows

The Fastighetsbeteckning autocomplete field now correctly provides suggestions when used in workflow steps.

Open in app →

What's New — Week 26

New features

Jobs New

Live tracking map on order overview

Contractors see a live tracking map preview directly on the order overview page.

Open in app →

Jobs New

Live installer location on customer map

Customers can now see the live location of their installer on a map.

Open in app →

Jobs New

Persistent and dynamic order page panels

Order page panels now adjust widths dynamically and have smoother closing animations, with a persistent details wall.

Open in app →

Jobs New

Complete individual orders directly

Complete individual orders directly, with specific error messages if business rules prevent completion.

Open in app →

Jobs New

More booking statuses in assigned team members panel

The assigned team members panel on the order details page now shows 'Todo', 'Active', 'Waiting', 'Overdue', and 'Expired' booking statuses for a complete view.

Open in app → Read the guide →

Jobs New

Edit order address and customer details

Edit an order's installation address and customer details directly from the order details page.

Open in app →

Jobs New

View distances between bookings in scheduler

Hover over bookings and unscheduled orders in the scheduler to see distances to other items.

Open in app → Read the guide →

Jobs New

Actions on mobile booking cards

Perform actions like calling, messaging, or getting directions directly from booking cards on the mobile calendar view.

Open in app →

Jobs New

Activity feed shows assigned team member, tag, description changes

The activity feed for jobs now includes entries when an assigned team member, tags, or description are changed.

Open in app →

Notifications New

Company name in SMS chat notifications

SMS notifications for new chat messages now include the sender's company name.

Open in app → Read the guide →

Partners New

Active offer step shown directly on offers page

When a customer has an active offer step, they are now routed directly to it on the offers page.

Webforms New

Collect order attributes in forms

Configure questions in workflows and webforms to collect and persist core order attributes like name, email, address, and property details.

Open in app →

Workflows New

Choice steps with option cards and opt-out

Choice steps now display options as distinct cards and include an opt-out option, allowing users to skip adding steps.

Open in app →

Workflows New

Add questions to choice steps

Add questions to choice steps within workflow templates.

Open in app →

Workflows New

Select tags for test orders

When creating test orders from workflow templates, select and assign tags to the test order.

Open in app →

Workflows New

Create test orders from workflow templates

Create test orders directly from workflow templates; test orders display a banner indicating their test status.

Open in app →

Improvements

Jobs Improved

Faster column resizing in Orders table

Columns in the Orders table resize more quickly and smoothly.

Open in app →

Jobs Improved

Manage booking assigned team members on order details

View all booking assigned team members from every organization on the order details page, and manage assigned team members for your own organization's bookings.

Open in app → Read the guide →

Notifications Improved

Clearer notification recipient labels

Notification recipient labels now display correct names for workflow assigned team members, participants, and step assigned team members.

Open in app → Read the guide →

Other Improved

Larger timeline card buttons for your organization

Buttons on timeline cards now appear larger when the action is for your organization.

Partners Improved

Icons for contractor services and professions

Contractor services and professions now display with dedicated icons in organization setup, contractor lists, and the marketplace.

Read the guide →

Webforms Improved

Smoother form loading and submission

Forms using Turnstile now load and submit more smoothly.

Open in app →

Webforms Improved

Expanding input fields and inline suggestions

Input fields now automatically expand as you type, and suggestions for fields display inline.

Open in app →

Workflows Improved

5-star rating input and clickable email stars

Select ratings using a 5-star input; rating request emails now include clickable stars that pre-fill the client portal rating.

Open in app →

Workflows Improved

Easier custom field management

Easily add, list, and configure custom fields, including new structured fields for order attributes.

Open in app →

Workflows Improved

New look for choice and group steps

Choice and group steps in workflows now use an updated card design with custom icons, and the 'Add Step' dialog has a refreshed appearance.

Open in app → Read the guide →

Fixes

Notifications Fixed

Improved chat drawer and mobile scrolling

The chat drawer is now draggable on the chat list, and mobile message scrolling works more reliably.

Open in app → Read the guide →

Payments Fixed

Order completion for non-payment workflows

Orders not using Installer.com for payments or payouts now complete without being blocked by unapproved shares.

Open in app →

Payments Fixed

Bundled product payment source applied correctly

When adding a product to a bundle placeholder, the correct payment source from the product is now applied.

Open in app →

Workflows Fixed

Correct workflow step labels and offer UI

Labels for declining orders and offers in workflow steps are now correct, and the 'Create offer' heading is hidden when creating offers.

Open in app → Read the guide →

Workflows Fixed

Workflow tasks and chats update correctly

Workflow tasks and chat messages now update correctly after a workflow step is added or changed.

Open in app →

Workflows Fixed

Improved workflow step page layout and colors

Workflow step page content is more responsive, and upcoming task colors are updated for better visibility.

Open in app →

Workflows Fixed

Order and chat data refreshes after assignment

Order and chat data now refreshes correctly after assigning a person to a workflow step, ensuring the latest information is displayed.

Open in app →

What's New — Week 25

New features

Jobs New

Autocomplete for property designations

When creating or editing an order, use autocomplete for the 'Fastighetsbeteckning' field to quickly select property designations.

Open in app →

Jobs New

Order activity feed

A new activity feed on order detail pages shows all events related to the order.

Open in app →

Jobs New

Deleted status banner on orders

A deleted status banner now appears on orders that have been removed.

Open in app →

Jobs New

Order-attribute questions prefill data

Define order-attribute questions that automatically prefill with relevant order data.

Open in app → Read the guide →

Jobs New

Order status banner re-enabled

Order detail pages now show the top-level status banner for orders in terminal states like completed or cancelled.

Open in app → Read the guide →

Other New

Peek collapsed left navigation on hover

When the left navigation is collapsed, hovering over it temporarily expands it as an overlay.

Other New

Country-specific property references for grants

The system now supports country-specific property reference configurations for grants, allowing different property types based on country.

Payments New

Default payment source for products and offers

The payment source for new products or offers now defaults to 'Platform' if your organization is onboarded for platform payments.

Open in app → Read the guide →

Payments New

Installer payout range on offers

Offers now display a range for the installer payout, reflecting potential variations due to different payment method fees.

Open in app →

Settings New

Organization filters in admin app

Filter organizations in the admin application by parent organization, country, city, creation date, and enabled features.

Open in app → Read the guide →

Webforms New

Questions target structured order attributes

Configure questions to target specific structured order attributes like name, email, or address, in addition to custom fields.

Open in app →

Workflows New

Skipped steps hidden from client timeline

Skipped workflow steps no longer appear on the client-facing timeline; clients see only active and completed steps.

Open in app →

Workflows New

Order attribute questions render

Configure and display questions that target structured order attributes like email, phone, address, and property reference.

Open in app →

Workflows New

Printed offers use operator logo fallback

When printing offers, if the main installer does not have a logo, the system uses the operator organization's logo instead.

Open in app →

Workflows New

Workflow steps load template custom field values

Workflow steps now load custom field values from templates, ensuring default values are displayed even without an order-specific value.

Open in app →

Workflows New

Clear saved order field defaults

Clear saved default values for order field templates, allowing for more flexible management of template configurations.

Open in app →

Workflows New

Shared footer and action helpers for step pages

Step-by-step workflow pages have a consistent shared footer and improved action buttons and layout, including new action helpers.

Open in app → Read the guide →

Improvements

Jobs Improved

Order details panels

The 'More' panel on orders is now split into dedicated 'Notifications', 'Events', and 'Activity' panels, accessible via a new 'More' dropdown.

Open in app →

Jobs Improved

Order forwarding always available

The order forwarding feature is now always available for orders you do not own.

Open in app →

Notifications Improved

Email and SMS sender fallbacks

Email notifications use a more robust fallback for the sender name, and SMS sender IDs are sanitized for platform requirements.

Open in app → Read the guide →

Notifications Improved

New default email for chat messages

The default email template for new chat messages has an updated design and improved content, previewable in branding settings.

Open in app → Read the guide →

Notifications Improved

Redesigned order notifications panel

The Notifications panel on order details pages now displays notifications in a redesigned list view with status dots and link indicators.

Open in app →

Notifications Improved

Mark all chats as read options

When marking all chats as read, choose to mark only your own chats or all chats in your organization.

Open in app → Read the guide →

Other Improved

Standardized tab components

The visual appearance and behavior of tabs across the application have been standardized for a more consistent experience.

Other Improved

PDF mobile support

View PDF documents more easily on mobile devices with new zoom controls.

Fixes

Notifications Fixed

SMS delivery errors fixed

SMS delivery statuses no longer show false positive errors, ensuring successfully delivered messages are correctly reported.

Open in app →

Notifications Fixed

Empty closed chats hidden

Empty closed chats no longer appear in your chat list, and navigating from a chat group preview now opens the chat with the most recent message.

Open in app → Read the guide →

Workflows Fixed

Dispatched workflow steps inject correctly

Workflow steps for assigned team members now inject correctly before the order is accepted, ensuring all steps are present.

Open in app →

Workflows Fixed

Workflow step 'required' toggle for operators

The 'Mark as Required' toggle for workflow steps is now only visible and usable by operators.

Open in app →

Workflows Fixed

Workflow step actions display correctly

Workflow step pages now correctly display available actions and buttons based on the step's status and assigned person.

Open in app → Read the guide →

What's New — Week 24

New features

Integrations New

Webhooks iterate over product lines

Use the Handlebars `{{#each}}` helper in webhook payloads to iterate over product lines.

Open in app →

Jobs New

Order list sidebar is resizable

Adjust the width of the sidebar in the order list view to customize your workspace.

Open in app →

Notifications New

SMS to landlines are skipped

SMS messages are no longer sent to detected landline numbers. Skipped messages show 'Skipped' status with a reason.

Open in app → Read the guide →

Payments New

Download grant filings from payout overview

Download grant filings directly from the payout overview page for monthly statements and individual payouts.

Open in app →

Workflows New

New Rating step in workflows

Add a new Rating step to workflows, allowing clients to provide feedback on assigned installers.

Open in app →

Workflows New

Updated Confirm Offer step in workflows

The 'Confirm Offer' step now allows you to decline offers and specify requested changes.

Open in app →

Workflows New

Offer Create step supports product tags

Configure Offer Create workflow steps with specific product tags using the updated step page interface.

Open in app →

Workflows New

Discard workflow template drafts

Discard draft versions of workflow templates from their history without affecting the published version.

Open in app →

Workflows New

Add workflow steps before or after existing steps

Add new steps directly before or after an existing step when editing a workflow on the step page.

Open in app → Read the guide →

Workflows New

Updated Choice step in workflows

The 'Choice' step in workflows has been updated, offering new functionalities for making choices.

Open in app → Read the guide →

Improvements

Jobs Improved

Orders table columns are resizable

Adjust the width of columns in the Orders table to customize your view.

Open in app → Read the guide →

Jobs Improved

Order list defaults to 'Me and Parents Only'

The order list now defaults to showing orders for 'me and my parents only', providing a more focused view.

Open in app → Read the guide →

Jobs Improved

Order list custom views and filters are more stable

Saving and managing custom views and filters in the order list is now more stable and performs better.

Open in app → Read the guide →

Other Improved

Updated UI color scheme

The primary UI color scheme has been updated for improved visual consistency.

Read the guide →

Payments Improved

Clearer payment onboarding errors and ToS signing

The payment account onboarding process provides clearer error messages and a smoother experience when signing the Terms of Service.

Open in app →

Workflows Improved

Improved Condition Builder and PDF legibility

The condition builder offers an improved interface for complex logic, and filled PDF documents display text more legibly.

Open in app →

Fixes

Jobs Fixed

Bulk assign order count is accurate

The displayed count of affected orders is now accurate when bulk assigning orders.

Open in app →

Jobs Fixed

Offer line fields are correctly set on order creation

Offer line fields are now correctly set when creating orders, preventing unintended data changes.

Open in app →

Notifications Fixed

Notifications for assigned jobs are sent reliably

Notifications for assigned jobs are now reliably sent after a workflow step is committed.

Open in app →

Other Fixed

Notifications display empty custom fields

Transactional notifications now correctly display custom fields with empty values.

Other Fixed

Oversized images are automatically resized

Oversized images are now automatically resized before upload, preventing upload failures.

Webforms Fixed

Webform co-brand logos display correctly

Partner co-brand logos now display correctly on public webform links and sub-domains.

Open in app →

Workflows Fixed

Choice offer section order matches customer view

The display order of sections in choice type offers now correctly matches what customers see.

Open in app →

Workflows Fixed

Workflow and timeline data auto-refreshes

Workflow and timeline data now automatically refreshes when you switch back to their tab.

Open in app →

Workflows Fixed

Custom field values resolve correctly in templates

Custom fields with false, 0, or empty string values now correctly resolve in templates, preventing incorrect display.

Open in app →

What's New — Week 23

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.

Open in app → Read the guide →

Jobs New

Search orders by Workflow ID

Administrators can now search for orders using their associated workflow ID.

Open in app → Read the guide →

Jobs New

Filter orders by user or parent organization

Filter the order list to show only orders associated with your user ID or your parent organization's IDs.

Open in app → Read the guide →

Payments New

All payments visible on offer details

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

Open in app →

Payments New

Grön Teknik Grant Generator

You can now generate Grön Teknik grant filings for Skatteverket.

Open in app →

Webforms New

AI order parsing for webforms

Use AI to parse and fill order details in webforms. The AI can also infer an order name if not explicitly provided.

Open in app →

Workflows New

Multi-value task context in workflow templates

Workflow templates now support multiple values for task context variables.

Open in app →

Workflows New

Filter orders by workflow step

You can now filter orders by specific workflow steps on the Order Dashboard.

Open in app → Read the guide →

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.

Open in app → Read the guide →

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.

Open in app →

Webforms Improved

Inline editing for webform questions

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

Open in app →

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.

Open in app →

Fixes

Jobs Fixed

Order list loads correctly

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

Open in app →

Jobs Fixed

Order auto-cancellation timeline actor

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

Open in app →

Jobs Fixed

All order filter options available

You can now filter orders using all available options.

Open in app → Read the guide →

Jobs Fixed

Reopen cancelled orders

You can now reopen cancelled orders.

Open in app →

Workflows Fixed

Workflow question edit actions always visible

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

Open in app → Read the guide →

Workflows Fixed

Detailed document generation errors

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

Open in app →

Workflows Fixed

Workflow step descriptions display correctly

Step descriptions now display correctly on pages showing workflow steps.

Open in app →

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.

Open in app →

Workflows Fixed

Workflow step assignee resolved on restart

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

Open in app →

What's New — Week 22

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.

Open in app →

Jobs New

Delete workflow steps and skip payouts

You can now delete active steps within a job workflow and skip payouts for specific orders.

Open in app → Read the guide →

Jobs New

Workflow template link in order details

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

Open in app →

Payments New

Offer summary shows price range

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

Open in app →

Settings New

Enable/disable AI Order Parser

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

Open in app →

Settings New

Client feedback toggle in settings

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

Open in app →

Settings New

Operator and client actors always created

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

Open in app →

Settings New

Manage product tags in settings

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

Open in app →

Workflows New

'Step Assignee' notification recipient

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

Open in app →

Workflows New

Default step description for viewers

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

Open in app →

Workflows New

Forward workflow steps to owner

You can now forward workflow steps to the owner actor.

Open in app →

Improvements

Jobs Improved

Dashboard 'Create Order' button color

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

Open in app →

Jobs Improved

Faster order loading

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

Open in app →

Jobs Improved

Scheduler calendar shows availability by color

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

Open in app → Read the guide →

Jobs Improved

Improved file list layout

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

Open in app →

Notifications Improved

Drag to close chat and notes drawers

Drag down the chat and notes drawers on mobile to close them quickly and intuitively.

Open in app → Read the guide →

Other Improved

Distinct colors for client avatars

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

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.

Read the guide →

Other Improved

Offer action labels translated

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

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.

Open in app →

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.

Open in app → Read the guide →

Fixes

Integrations Fixed

Client tokens synchronized with orders

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

Open in app →

Jobs Fixed

Customer contact hidden before order acceptance

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

Open in app →

Jobs Fixed

Faster job list views with presets

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

Open in app →

Jobs Fixed

Order list view changes clear correctly

Changes made to order list views now clear correctly, ensuring the view state resets properly.

Open in app → Read the guide →

Jobs Fixed

Correct performing organization for user bookings

User bookings now consistently show the correct performing organization.

Open in app → Read the guide →

Notifications Fixed

Rating request notifications trigger

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

Open in app →

Other Fixed

Marketplace list scrolls correctly

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

Payments Fixed

Correct offer totals for certain statuses

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

Open in app →

Payments Fixed

Negative platform fees on invoices

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

Open in app →

Payments Fixed

Legal name on invoices and statements

Fee invoices and payout statements now correctly display the legal name of the organization.

Open in app → Read the guide →

Payments Fixed

Zero-amount payouts ignored in monthly grouping

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

Open in app → Read the guide →

Workflows Fixed

Workflow drafts without orphaned dependencies

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

Open in app → Read the guide →

Workflows Fixed

Booking performer assignment uses template actor

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

Open in app → Read the guide →

Workflows Fixed

Consistent workflow step assignee

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

Open in app →

Workflows Fixed

'Pre-complete' hidden on confirm steps

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

Open in app →

Workflows Fixed

Dispatching list displays correctly

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

Open in app →

Workflows Fixed

Auto-save draft before publishing workflow

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

Open in app →

What's New — Week 21

New features

Jobs New

Select workflow steps when forwarding orders

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

Open in app →

Jobs New

Postcode and city on compact booking cards

View the postcode and city on compact booking cards in the scheduler.

Open in app → Read the guide →

Notifications New

Extended chat message edit window

Edit chat messages for up to 5 minutes after sending, extended from 60 seconds.

Open in app → Read the guide →

Notifications New

Remove previous assignee from chats on reassign

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

Open in app →

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.

Open in app → Read the guide →

Settings New

Toggle AI field validation

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

Open in app →

Settings New

First admin becomes organization owner

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

Open in app → Read the guide →

Settings New

Organizations require an owner

When creating or updating an organization, you must now assign an owner.

Open in app → Read the guide →

Workflows New

Timeline shows workflow step progress

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

Open in app →

Workflows New

Assign workflow steps to operators and clients

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

Open in app → Read the guide →

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.

Open in app →

Workflows New

Workflow version filter on order dashboard

Filter orders by workflow version on the order dashboard.

Open in app → Read the guide →

Improvements

Jobs Improved

Job step progress and age display

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

Open in app →

Jobs Improved

Simplified booking performer selection

Assigning a performer to a booking step is now simpler.

Open in app → Read the guide →

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.

Open in app → Read the guide →

Notifications Improved

Mark chats as solved for your organization

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

Open in app → Read the guide →

Notifications Improved

Chat notifications from order operator

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

Open in app → Read the guide →

Notifications Improved

Faster chat message templates

Chat message templates now load and respond faster.

Open in app → Read the guide →

Other Improved

Improved mobile viewport and navigation

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

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.

Open in app →

Workflows Improved

Workflow template access control

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

Open in app →

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.

Open in app →

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.

Open in app → Read the guide →

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.

Open in app →

Jobs Fixed

Correct translations for question dropdowns

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

Open in app →

Jobs Fixed

Order access for owners fixed

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

Open in app →

Jobs Fixed

Order cancellation with cancelled people fixed

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

Open in app →

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.

Payments Fixed

Owners view all order payouts

Owners can now correctly view all order payouts, resolving an issue where some payouts were missing.

Open in app → Read the guide →

Webforms Fixed

Public webforms display offer information correctly

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

Open in app →

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.

Open in app →

Jobs New

Internal users hidden from Scheduler

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

Open in app → Read the guide →

Jobs New

Filter orders by root workflow template

Filter orders by their root workflow template.

Open in app → Read the guide →

Jobs New

Resizable panels on Order V2 page

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

Open in app →

Notifications New

Chat message sort order control

Sort chat messages by newest or oldest first in the chat interface.

Open in app → Read the guide →

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.

Open in app →

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.

Open in app →

Webforms New

Edit workflow on existing webforms

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

Open in app →

Webforms New

Co-brand webforms with partner logos

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

Open in app →

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.

Open in app → Read the guide →

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.

Open in app →

Workflows New

OfferPay/Payout steps auto-skip

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

Open in app →

Improvements

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.

Open in app → Read the guide →

Jobs Improved

Updated order header typography

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

Open in app →

Jobs Improved

More responsive order list clicks

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

Open in app →

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.

Open in app → Read the guide →

Jobs Improved

Client name fallback in workflow actor lists

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

Open in app →

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.

Open in app →

Jobs Improved

Warning for order hold visibility

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

Open in app →

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.

Read the guide →

Payments Improved

Add descriptions to payment transfers

Add a description to payment transfers to include details about the transfer.

Open in app → Read the guide →

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.

Open in app →

Settings Improved

SSO authentication system and SCIM provisioning

Configure SSO providers and SCIM provisioning within your organization settings.

Open in app →

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.

Open in app → Read the guide →

Workflows Improved

Simplify changing assigned team members

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

Open in app →

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.

Open in app →

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.

Open in app →

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.

Open in app →

Fixes

Analytics Fixed

Analytics navigation and dashboards updated

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

Open in app → Read the guide →

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.

Open in app → Read the guide →

Integrations Fixed

Clearer API responses for database errors

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

Open in app →

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.

Open in app →

Notifications Fixed

SMS invitations sent by order owner only

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

Open in app →

Notifications Fixed

Operator portal notification links fixed

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

Open in app →

Notifications Fixed

Actor names in workflow notifications

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

Open in app →

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.

Open in app → Read the guide →

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.

Open in app →

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.

Open in app →

Workflows Fixed

Client offer creation fixed

Clients can now successfully create offers without encountering errors.

Open in app →

What's New — Week 19

New features

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.

Open in app →

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.

Open in app → Read the guide →

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.

Open in app → Read the guide →

Jobs New

Order source visible on order details

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

Open in app →

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.

Open in app → Read the guide →

Partners New

Create partner groups for pricing

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

Read the guide →

Payments New

Trustly pending payment messages

Specific messages for pending Trustly payments now appear during checkout.

Open in app →

Workflows New

Person shown in booking step

See which person is responsible for completing a booking step directly within your workflow templates.

Open in app → Read the guide →

Improvements

Jobs Improved

Improved grouped filter display

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

Open in app →

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.

Open in app → Read the guide →

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.

Open in app →

Settings Improved

Locale selection dropdown

Select the organization's locale from a dropdown menu in the organization form.

Open in app → Read the guide →

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.

Open in app → Read the guide →

Fixes

Jobs Fixed

Booking assignees display correctly

Booking assignees are now accurately set and displayed.

Open in app → Read the guide →

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

Email logos display correctly

Logos in invoice, payment confirmation, and refund statement emails now display correctly.

Open in app → Read the guide →

Payments Fixed

Reverse charge note on invoices

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

Open in app →

Payments Fixed

Number input formatting fixed

Number inputs now correctly format monetary and numerical values in product and offer forms.

Open in app → Read the guide →

Workflows Fixed

Empty workflow step groups removed

Empty workflow step groups no longer appear in workflow configurations.

Open in app → Read the guide →

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.

Open in app → Read the guide →

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.

Open in app →

Workflows Fixed

Workflow step product tags persist

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

Open in app →

Workflows Fixed

Workflow step ordering fixed

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

Open in app →

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.

Open in app →

What's New — Week 18

New features

Jobs New

Workflow timeline shows step open count

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

Open in app →

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.

Open in app →

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.

Open in app →

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.

Open in app → Read the guide →

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.

Partners New

Real-time address coverage for installers

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

Read the guide →

Payments New

Resend payout statements

You can now resend payout statement emails directly from the payouts section.

Open in app → Read the guide →

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.

Open in app → Read the guide →

Workflows New

New booking workflow step variants

New workflow steps let you confirm existing bookings or create new ones directly in a workflow.

Open in app → Read the guide →

Improvements

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.

Open in app →

Jobs Improved

Faster filtering by assignee

Filtering and searching orders by assignee now loads significantly faster.

Open in app →

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.

Open in app → Read the guide →

Notifications Improved

Customer chat read receipts hidden

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

Open in app →

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.

Open in app →

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.

Open in app → Read the guide →

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.

Open in app → Read the guide →

Jobs Fixed

Unscheduled orders filter shows relevant jobs

The unscheduled orders filter now shows only orders assigned to accepted team members.

Open in app → Read the guide →

Jobs Fixed

Offer status translations display correctly

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

Open in app →

Notifications Fixed

Duplicate partner chats resolved

Chat messages for partners no longer appear duplicated.

Open in app →

Notifications Fixed

Notification task lists sort correctly

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

Open in app →

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.

Open in app →

Payments Fixed

Customer invoice email delivery

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

Open in app →

Payments Fixed

Klarna authorization adjustments processed accurately

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

Open in app →

Payments Fixed

Account statements and payment retries improved

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

Open in app → Read the guide →

Payments Fixed

Klarna authorizations cancelled for net-zero credits

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

Open in app →

Webforms Fixed

Address autocomplete suggestions display correctly

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

Open in app →

Workflows Fixed

Dispatch picker payment splits display correctly

Payment split options in the dispatch picker now display correctly.

Open in app →

Workflows Fixed

Workflow template tasks save correctly

Workflow template tasks now save correctly when creating and updating templates.

Open in app → Read the guide →

Workflows Fixed

Duplicate workflow steps resolved

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

Open in app → Read the guide →

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.

Open in app → Read the guide →

Workflows Fixed

Workflow booking type labels display correctly

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

Open in app →

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.

Open in app →

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.

Open in app →

What's New — Week 17

New features

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.

Open in app →

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.

Read the guide →

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.

Open in app →

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.

Open in app →

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.

Open in app → Read the guide →

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.

Open in app →

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.

Open in app →

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.

Open in app →

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.

Open in app →

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.

Open in app →

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.

Open in app →

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.

Open in app → Read the guide →

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.

Open in app → Read the guide →

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.

Open in app →

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.

Open in app →

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.

Open in app →

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.

Open in app → Read the guide →

What's New — Week 16

New features

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.

Open in app →

Notifications New

feat: add member to chat on reassign

feat: add member to chat on reassign

Open in app →

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.

Open in app →

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.

Open in app →

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.

Open in app →

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.

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.

Open in app →

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.

Open in app →

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.

Open in app →

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.

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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