Changelog

Collect payment from the field, portal access controls tightened, and a wave of tech app and dispatch improvements

• Techs can now charge a customer's card or send a payment link directly from a job — the invoice is issued and a Stripe Checkout session opens in one step, with no office follow-up required.
• Shop owners can connect a Stripe account from the onboarding wizard or Settings → Payments, and a persistent nudge stays visible until card and ACH collection are fully enabled.
• Portal contacts with view-only roles (billing, spend viewer) can no longer submit approvals, upload evidence, or record sign-offs by posting directly — the controls are now hidden and the server refuses the request.
• Techs tapping their name in the top bar now land on their profile page, the dispatch schedule now shows a visible edge shade when hours extend past the visible area, and the tech app's Help sheet separates guide search, guide browsing, and the chat entry point into clearly labeled zones.
• Payroll exports now support ADP RUN's Time Sheet Import format alongside the existing CSV — choose the provider in Settings → Payroll, assign each employee a provider ID, and export; employees with no ID mapped are refused loudly before any rows are sent.
• Form controls across the app (selects, date inputs, buttons) now share a consistent 36px height on desktop so filter bars and side-by-side fields no longer render at mismatched sizes.
• Email CTAs now render correctly in dark mode across all 32 notification templates, including invitation emails.

Techs get arrived status with undo, parts-on-hand in the picker, and barcode scanning — plus a wave of dispatch, customer, and reporting improvements

• Technicians can now tap "I've arrived" to log arrival separately from starting work, and have five minutes to undo the last status advance if they tapped the wrong button — the tech profile also tracks drive time to arrival and on-site time from arrival.
• The tech parts picker now shows van stock and branch warehouse on-hand counts per line, and a zero-stock part offers a one-tap Request instead of a dead end; techs can also scan asset labels and part barcodes with the in-app camera (including iOS) to pull up service history or add a line item directly.
• Dispatchers see per-stop technician reassignment details — including who a visit is moving to and when — before approving a route plan, and the route-plan overlap refusal now names the work order, technician, and time window in plain language instead of raw IDs.
• Waiting-on-parts jobs now show an "Awaiting parts" badge on dispatch boards, tech schedule, and office job records, and techs can put a job on hold until parts arrive directly from the needs-parts sheet.
• Technicians can mark a recommend-work or follow-up-visit request as emergency; dispatch sees those requests sorted first and highlighted, and any work order created from them inherits the priority.
• Service sites now carry a dedicated contact name, phone, and role; the tech job shows the site contact first with Call and Text actions, falling back to the customer's phone when none is set.
• Equipment records now support attachments — PDFs, links, or photos — added from the office or from the field, stored against the equipment itself so they outlive any individual job.
• The tech refrigerant form now captures leak found, leak repaired, and a short reason on every charge or top-up entry.
• Customers rail and account headers now show a "Due for renewal" chip and next renewal date, and the agreements filter uses consistent renewal-action language throughout.
• Each user can star reports; favorites sort first on the reports list and a Favorites filter is available on the reports table.
• The reports list is now a searchable, filterable table — one row per report, click to open — and the former dashboard moved intact to its own page under Reports.
• The main sidebar now scrolls all nav rows except Help, and Settings moves to the bottom of the scrolling list.
• Dashboard Overview layouts can be saved per role (with Service Manager, CFO, and Ops Manager presets) and per user, with a "Customize view" button next to "Edit goals."
• Settings navigation rows that open outside Settings now show a single trailing external-link icon instead of a chip and helper text, matching the height of ordinary nav rows.
• Action-oriented notification emails now include a direct CTA button linking to the relevant record, so recipients can click straight to the job, invoice, or portal page.
• Import uploads above roughly 25 rows no longer show "Unexpected end of JSON input" when the structuring response was cut short; the wizard now detects and reports the truncation clearly.
• Re-uploading the shipped customer-import template no longer shows a generic workbook-conversion warning.
• The tech completed-visit screen now correctly says "Visit complete — other visits on this job are still open" when a sibling visit is still open, instead of "Job complete."
• Wide tables on the agreement profitability report now show a scroll-affordance shade on whichever side still hides columns, and the Agreement column stays pinned while you scroll.
• The fleet deploy sheet now labels the site picker by site name rather than customer name, so two sites belonging to the same customer are distinguishable.
• The phone user menu inside the nav drawer is now clickable on mobile — tapping Help or other menu items no longer fell through to the drawer underneath.
• Jobs can now be completed with outstanding paperwork (signature, JHA, required inspection items); invoicing refuses until every item is received, and the office job record shows exactly what is still missing.

Faster pickers, clearer staff invites, and a full vendor-bill review workflow

• Adding a staff member whose email already has access now shows an honest "already a member, can sign in now" message instead of a false outage warning — and the office role can no longer accidentally create owner accounts.
• Vendor-bill OCR suggestions now require a matched receipt line before they can be applied, confirmed totals stay durable through the three-way match, and a Review dialog lets the office edit every suggested value before it lands on the bill.
• Technicians see the dispatch-optimized drive minutes between stops on their day spine and route summary, replacing the straight-line estimate when a solved plan exists.
• The price-book import screen now offers a Download template button that generates a ready-to-fill CSV from the importer's own accepted columns, with two example rows that import cleanly.
• Search pickers across the office app keep current results visible (dimmed) while a new search runs, cache repeated queries within a session, and show an inline loading indicator — so the list no longer blanks out on every keystroke.

Sidebar loading, technician workflows, and money display fixed

• Capability-gated sidebar sections (Rentals, Fleet, Leases, Reservations) no longer show as permanent non-interactive skeletons — they now load correctly once your org is recognized.
• On the technician job view, a completed inspection no longer shows a disabled "Complete inspection" button, and workflow steps (Diagnose, Build, Equipment, Wrap) now correctly reflect read-only or interactive state based on where the job actually stands.
• Money amounts across the app now display in a consistent sans-serif tabular font instead of monospace, and page titles render at their correct type sizes.

Customer records rebuilt, agreement records redesigned, and several navigation and layout fixes

• Customer detail records now use a single scrolling pane with a jump-navigation strip across all eight tabs, replacing the old tab-switching layout — related records, agreements, invoices, and work orders are easier to scan without losing your place.
• Agreement records have been rebuilt the same way: one scrolling pane with a jump strip, a cleaner header band showing term progress and status, and related records consolidated in a side panel.
• A pending prebill approval was silently dropped from the review queue whenever its invoice was missing or soft-deleted; that count and load now stay in sync so reviewers see every pending ask.
• The record header band no longer overflows horizontally on narrow (390px) screens — the status stepper no longer pushes content past the viewport edge on phones.
• Deep-linking directly into a record section (for example, opening a warranty record at a specific tab) now reliably scrolls to and highlights the requested section on arrival.

Purchase order details restored, lease records fixed, and marketing site improvements

• Purchase order records now show the linked work order and a dedicated Vendor panel in the aside, so you can see related work and vendor terms without digging through line items.
• Purchase order records now display the expected delivery date and ship-to information, and the activity timeline dots no longer overlap their labels.
• Lease records now show commencement and end dates alongside the correct ASC 842 classification, and a hydration error that could cause the documents panel to fail on load is resolved.
• Lease records correctly show the term progress bar and elapsed-month label in sync, preventing the label from jumping ahead of the bar at calendar month boundaries.
• The related-records aside panel now correctly appears beside the main content on record pages at wide viewports — a layout bug caused it to stack below at all screen sizes.
• The app shell rail, org switcher, and account button corners now render with the correct design tokens, clearing visual inconsistencies that appeared on every office route.
• The marketing site header no longer wraps "Sign in" to two lines on mid-size mobile screens, the mobile nav drawer is rebuilt with a proper close row and focus trap, and filled call-to-action buttons no longer turn unreadable on hover.

Bug fixes: vendor fleet saves, Review badge, offline shell, CSV exports, invoice pay links, denial audit trail, and digest emails

• Saving a vendor fleet asset now correctly enforces whether you're registering a new unit or converting an existing one — a crafted request could no longer slip through and write to the wrong path.
• The Review navigation badge now shows a neutral indicator when the pending count can't be loaded, instead of silently going blank and making it look like there's nothing to review.
• The offline shell's primary button now renders the correct brand colors, matching what you see when the app is fully loaded.
• CSV exports now guard against formula-injection in cells that start with control characters, so exported data opens safely in Excel and Google Sheets without triggering unintended formulas.
• Invoice detail pages no longer crash when the payment link signing key is not configured — the pay button is simply hidden and the page loads normally.
• Approving a route plan from Approval History that would overlap an existing technician assignment now shows the typed refusal message instead of a 500 error, and the denial is recorded in the activity ledger so there's a full audit trail.
• The daily changelog digest email now renders bullets as a proper list instead of running them together as plain text.

Dispatch and review improvements: clearer errors, cert overrides, and a new prebill queue

• When a route plan can't be applied because a technician is already booked, dispatch now shows a clear reason instead of silently resetting the approval to pending with no explanation.
• Dispatchers and office staff assigning a tech with a certification gap can now enter an override reason directly on the job page and through drag-and-drop on the dispatch board — both dead ends are resolved.
• A dedicated Review destination is now available on desktop and the phone nav bar, showing the pending prebill approval queue with honest coverage status across all six queue states.
• The dispatch schedule layout now places the day schedule alongside a fixed Unscheduled rail at the correct densities, with technician tracks and card rows that fit without clipping.
• The sidebar navigation hover state no longer forces near-black text on the dark rail, and the Automations badge now renders in the correct neutral color instead of ember red.

Record pages now scroll as one pane, and the dashboard shows clearer job and equipment status

• Record detail pages across jobs, agreements, customers, equipment, fleet, inspections, inventory, invoices, leases, proposals, purchasing, rentals, scorecards, staff, and warranty now use a single scrolling layout with a persistent jump strip, so techs and dispatchers can reach any section without switching tabs or losing their place.
• Each jump-strip entry shows a live count — including zero — so you can see at a glance how many visits, parts, payments, or history entries are on a record before scrolling to them.
• The dashboard now uses a clearer status system — neutral, watch, and behind — so shop owners can see at a glance which promises are at risk without misleading green or red signals on equipment health data.
• Equipment risk on the dashboard stays visible and actionable but no longer competes with actual job promises for attention, keeping the most time-sensitive alerts front and center.
• The running-late indicator on the dashboard only fires after the 30-minute arrival promise is missed, reducing false urgency during normal dispatch windows.

Command palette and smarter sidebar navigation

• Press ⌘K anywhere in the app to open a command palette — search for customers, jobs, and other records, jump to any section you have access to, or pick up where you left off with a recently-viewed list that stays current across sessions.
• Collapsed sidebar cluster icons now open a flyout listing every page in that group instead of dropping you on the first one — keyboard-accessible, Escape to dismiss, focus returns to where you were.
• The sidebar nav scroller now shows a fade cue when rows are hidden below the visible area, so nothing silently disappears at shorter screen heights.

Faster page loads, tighter access control, and consistent status display across the app

• Technicians and office staff now reach their correct landing screen faster — the app resolves your role and redirects before any skeleton or shell renders, cutting the white-screen window after sign-in from over a second to near-zero.
• Office and tech pages begin painting immediately while data loads in the background, so dispatchers and techs see a usable shell instead of a blank screen while the app catches up.
• Dispatchers and owners now see work-order status dots that match everywhere — the customer detail screen uses the same color for each status as the jobs list and every other surface.
• The Refrigerant tab on a job now streams its data independently, so the rest of the job detail is no longer held up waiting for it.
• Role-based access is now enforced at the network edge — a dispatcher or office user who navigates to an area outside their role is turned away before any data is touched, with no change to existing server-side guards.
• The row-actions menu on every list screen (customers, invoices, work orders, and more) no longer causes a hydration mismatch on load, eliminating a recurring console error in production.
• The roadmap board now correctly recognizes signed-in staff, so votes and submissions work without requiring a separate sign-in step.

Faster pages, accurate dashboards, and rental workflow fixes

• Compliance document uploads (PDFs and images) now go directly to storage instead of through the server, so files up to 10 MB upload without hitting a size error that previously caused a silent HTTP 500.
• Job detail pages, equipment pages, and the dispatch board load noticeably faster — independent data fetches now run in parallel instead of one after another, and the help page no longer forces a full server round-trip on every visit.
• The dispatch board's work order status index means status-filtered job lists return results faster under load.
• The manufacturer document catalog search index cuts lookup time when searching bulletins by number, title, or provider.
• The MTD utilization tile on the dashboard now counts business days in the org's local timezone, fixing the "0% / 0h logged" reading that appeared for shops in US time zones after midnight UTC.
• Auto-assign on the dispatch board no longer shows "Applied automatically" when zero technicians were actually assigned — it now surfaces the skip reasons so dispatchers know why assignments did not go through.
• The rentals return review now shows the selected pickup assignee (or explicit "Unassigned") and links charge history directly to the invoice lines that generated each charge.
• Mobile rate cards now match the desktop view — fixture overrides show the correct badge and tapping a card opens the same read-only detail sheet as the desktop row.

Rental and fleet confirmations now show the full picture before you lock anything in

• Before creating a final rental invoice, operators now see the tax amount alongside the subtotal and total — no surprises after the invoice is issued.
• Returning a rental unit now requires a full review of the unit, return-to branch, target fleet state, timestamp, and condition evidence before the "Confirm return" button appears, preventing accidental irreversible returns.
• Fleet deployment and return confirmations now display the customer account, deployment site, and return-to branch as three clearly labeled fields, show the committed term with its dollar amount, and report the true signature status — no more false "sign-off captured" messages on unsigned agreements.
• The return-to branch is now shown in both the fleet return sheet and the per-unit contractor return dialog, replacing the placeholder text that previously hid the destination.
• The work order site picker again shows city and state to distinguish locations with the same name.
• Rental quote creation now correctly validates term dates before allowing the quote to be saved.
• The service site now appears as the primary label in work order site options, with the customer name as the sublabel, making it easier to pick the right location.

Enhanced Dispatch and Document Management

• Owners can now be assigned field work manually, improving flexibility in dispatch operations.
• Onboarding steps are clearly marked as required or optional, and technician work is prioritized in daily views.
• Recipient information is now consistently captured for estimates and invoices, ensuring accurate records.

Customer contacts, portal access controls, and import fixes

• Customer accounts now support multiple named contacts with assigned roles (billing, approver, scheduling, site), so the right person gets the right notification, reminder, or document — without mixing everyone into a single phone and email field.
• Each portal contact gets their own login and can be revoked individually; quote and agreement approvals are restricted to contacts with the approver role, and every signature is permanently tied to the contact who signed.
• The customer CSV import wizard now accepts contact columns (name, phone, email, role), so a bulk import can bring in primary contacts in the same pass instead of requiring manual entry afterward.
• When adding a staff member, the role selector now shows a one-line description of what each role can access, making it harder to leave a new hire on the wrong default.
• Dollar amounts on the equipment record (repairs to date, replacement quote) now display in standard number formatting instead of monospace type, matching the rest of the app.

Rental workflow: clearer charges, tighter approvals, and fixes to proposals and acceptance runs

• The rental return drawer now shows a full per-charge breakdown — unit, quantity, rate, and total for each charge — instead of a single aggregate row, so you can verify exactly what a customer is being billed before confirming an irreversible return.
• The final rental invoice confirmation screen shows the exact prepared invoice lines, their totals, and a link to the invoice detail, and requires a review step before the return can be committed.
• Rental proposals sent to customers now display the correct heading, the committed rental term (start, end, duration, and total), and approval copy that matches what the customer is actually agreeing to — not equipment-replacement language; if the term is missing, the approval button is suppressed entirely.
• A rental approval can no longer be submitted without a committed term, whether through the UI or a direct server call; the guard is enforced on the server side across every approval writer.
• Notes entered during a guided acceptance run are now restored when an operator revisits a step, and a new "Attested (not tested)" outcome is available so steps that cannot be exercised live can be recorded without inflating the pass count.

Technician guidance layer, UAT flag control, feedback on answers, and contrast fixes

• Technicians now have an in-app help layer: a tap-to-open assist sheet in the top bar, contextual notes explaining exactly why a job cannot be closed out (missing tasks, inspection items, JHA stops), and a one-time first-run pointer — so techs spend less time calling the office for answers.
• The assist sheet now pulls its guide list directly from the technician docs, so the guides shown always match what is actually published rather than a separate hand-maintained list.
• Thumbs up/down feedback on answers in the tech assist sheet now works offline-aware — buttons disable with a plain explanation when the device is offline, and use full 44px tap targets on mobile.
• UAT testers can now flag a step without failing it: the flag is recorded independently of pass/fail status so it does not skew GO/NO-GO counts, requires a note, and surfaces as a chip on the run detail page where reviewers can see it. The overlay's collapsed state also now persists across sessions.
• Several color contrast issues on phone cards, the capacity bar, day-chip strip, and kanban columns have been corrected to meet the 3:1 non-text minimum.

Improved Warranty Claim Notifications

• Warranty claim notifications now display a clear claim number instead of a raw ID.
• Claim numbers are generated upon submission, ensuring consistency and clarity.
• Existing claims without numbers are handled gracefully in notifications and reports.

Dispatch board accuracy, sign-in reliability, and rental returns on mobile

• Jobs on the dispatch board now position and size by their actual minutes, so two jobs that share a clock hour but don't overlap no longer show as a false conflict — only true same-tech overlaps trigger lane splitting.
• Technicians and office staff who are already signed in are sent directly to their destination instead of landing on the sign-in screen again; a separate fix removes a pre-check that was incorrectly blocking valid sign-in attempts for some users.
• Accessory return controls and add-line options are now visible in the mobile billing view for rental jobs, matching what was already available on desktop.
• Acceptance-run failure reasons and operable step detail are now captured on equipment service records, and rate-card schedules support graduated pricing tiers.

Sign-in and Roadmap fixes

• Signing in is now more reliable and displays a new loading animation.
• The public Roadmap now shows the full history of shipped features.

Clearer dispatch board and automation fixes

• The dispatch board layout is improved to prevent jobs from looking like they overlap.
• Fixed several bugs with automation rules and on-screen buttons.
• Record actions stay visible instead of overflowing off the top of the screen.

New Tools for Dispatch

• Get suggestions for the best tech for unassigned jobs. You can apply them in one click, and the system automatically checks for scheduling conflicts.
• See technician overlaps more clearly on the dispatch board. Conflicting jobs now split into separate lanes instead of stacking on top of each other.
• Cleaned up several screens for readability, with higher-contrast text and a simpler layout for assigning technicians to jobs.
• Fixed a bug that could allow invalid appointment times, and another that sometimes prevented automation rules from saving.

Roadmap Fixes

• Fixed an issue that could cause the public Roadmap page to fail to load.
• Roadmap items that got stuck after a ClickUp-to-GitHub migration are now surfaced to staff for follow-up instead of failing silently. The underlying stall isn't fixed yet — this is visibility, not a cure.

Glossary expanded with 14 new terms

• Added 14 new terms to the Glossary, covering key metrics like First-Time Fix Rate, Labor Utilization, and Time to Invoice.
• Improved readability in the Glossary and Report Library with better link contrast and layout spacing.
• Standardized the wording for section headings for consistency.

New: Refrigerant Tracking, Payroll Tools, and Job Costing Reports

• Track refrigerant cylinders from inventory to the job site to help with EPA and CARB compliance. Techs can scan cylinder barcodes in the field, and you get automatic alerts for potential leaks.
• Export approved hours for your payroll provider. We also corrected how overtime is calculated to be per-technician and fixed an issue where large payroll files could be cut short.
• A new Job Costing Variance report compares your estimated costs to actuals for labor, materials, and subs.
• Added a new section for setting up and running department manager compensation schedules.
• Fixed an issue where job costing and payroll could use different labor rates for the same technician, ensuring your numbers are consistent.

New Navigation, Service Bulletins for Techs, and Other Improvements

• The main office navigation is reorganized around your job role, grouping common tasks to make them easier to find. We also added tabs to the Purchasing, Agreements, and Reports hubs for faster navigation.
• Technicians can now see relevant OEM service bulletins on the job page and save them for offline use. They'll also see notes from the office on pinned documents and get clearer feedback when an offline action fails.
• Price book imports are now safer. If an import fails for any reason, it will be completely rolled back to prevent partial or incorrect data.
• Fixed several bugs affecting billing and dispatch, including how cents are handled in warranty policies, proration for partial rental returns, and items being skipped on the dispatch board.
• The help drawer provides better-formatted answers, and you can now subscribe to these changelog updates by email on the public changelog page.

New tools for Compliance, Purchasing, and Service Bulletins

• Manage compliance, purchasing, and vendors from new pages in Settings. You can now enforce technician certification requirements, author JHA templates, run materials reconciliation, and manage the new vendor portal.
• Track OEM service bulletins directly on your equipment. A new catalog lists manufacturer bulletins, and a new tab on equipment details lets you pin, hide, and review them.
• Give service agreement visits a specific purpose, like "Spring Startup," that carries over to the work order. We also shipped dozens of improvements to the Rentals module, making quoting, delivery, and invoicing more reliable.
• See what's next on our redesigned public roadmap. The new layout is easier to browse, and we've streamlined the process for submitting ideas.
• This update also includes many smaller fixes, including for staff logins, mobile display issues, and fleet condition history.

New Rental Quoting, Dispatch Reports, and Supplier Portal Tools

• This release adds a new quote-first workflow for rentals, two new reports for dispatch and inspections, and more tools for your suppliers in the Vendor Portal. You can now build and send a rental quote from the Proposals screen, complete with equipment, term dates, and pricing previews. Once the customer approves, you can convert it directly to a rental agreement. For more oversight, a new setting lets you require internal approval before quotes are sent.
• In the Reports section, you'll find a new Dispatch Backlog report to see open work, and an Inspection Trends report to track pass/fail rates. We also improved the Vendor Portal so your suppliers can acknowledge POs and submit invoices for multiple orders at once. Finally, existing rental agreements are now editable, and we've made a number of fixes to make the entire rental lifecycle—from quoting to final return—more reliable.

New Reporting Insights, Plus Upgrades for Rentals and Mobile

• The Reports section gets a major overhaul this week, giving you a clearer view of your business. You can now track monthly PM compliance trends, see equipment repair costs and reliability, and forecast profitability on upcoming agreement renewals. We also added more powerful filters to the Work Order Aging report and fixed several issues to make sure all your report data is accurate and easy to read.
• If you handle rentals, we've made some big improvements. Rental rates are now locked in when an agreement is created, giving you a permanent record of the price you committed to. We also fixed several steps in the rental lifecycle, from deployment to final billing, and you can now add accessory line items to existing on-rent agreements.
• For techs and staff on the go, the entire Automations section now works smoothly on mobile devices. We also shipped a number of other fixes to make your day-to-day work easier, including more consistent appointment status updates and clearer messages when setting up planned maintenance for non-HVAC equipment.

New Job Costing and Capital Planning tools, plus Dispatch improvements

• Today we're releasing two major new toolsets: Job Costing and Capital Planning.
• The new Job Costing tools give you a clearer picture of profitability. You can now run a full Profit & Loss report by department, with drill-downs to see the source of every dollar. We've also added manager compensation schedules to calculate bonuses based on department margin. On individual work orders, you'll now see more detailed cost breakdowns, including field purchases, subcontractor costs, and technician commissions.
• Capital Planning is a new module for creating long-term equipment replacement plans for your customers. You can generate multi-year budgets, review and edit the plan in the office, and then share a professional, customer-facing version with a public link or as a CSV file.
• We've also made several improvements to the Dispatch board. The "Optimize Day" tool is now more powerful: it can include unscheduled jobs from your backlog when building the most efficient routes for your team. We also fixed several issues where the unscheduled jobs list wouldn't display correctly when changing dates, and fixed a problem that could cause the optimizer to be unavailable.
• This update also includes a number of other fixes: - Vendor bills can now be synced to your accounting software, with a new page to track the sync status. - Fixed issues with removing staff members and resending invitations. - Line items on proposals will now always appear in the correct, stable order. - When your session times out, you'll now be returned to the page you were on after you sign back in.

New Inventory Workflows, Warranty Reporting, and Major Rental Upgrades

• You can now manage inventory transfers between your warehouse and technician vans. The new materials workflow lets you track stock movements, manage restock requests, and see fulfilled quantities on work orders. We've also added warranty reporting to track and export claims by branch or for the whole company. Alongside this, file attachments are now more secure across the platform.
• The Rentals module has been significantly upgraded for more flexible pricing and accurate billing. You can now set rental rates based on ratios (e.g., a daily rate that's a percentage of the 28-day rate). We also fixed dozens of issues in the billing engine to ensure invoices are correct, covering complex cases like multi-unit agreements, minimum periods, meter overages, and mid-period returns. New rental workflows include requiring a signature before deployment and the ability to edit agreement line items.
• A batch of other improvements are also live: * Set company-wide defaults for deposits, call-out fees, and billable time rounding. * Dispatch map pins are now clickable to show job details. * Technicians can see the job total on their device before marking work complete. * The equipment list on jobs now shows your shop's specific equipment types. * For shops doing fire inspection work, we've improved compliance tracking and how fire systems are managed. * Standard Job Hazard Analysis forms are now automatically available on arrival for all shops.

Rental Invoicing and Agreement Fixes

• We've shipped a set of important corrections for the new Rentals module, focused on billing accuracy and agreement signing.
• First, your rental invoice previews will now exactly match the final generated invoice. We fixed the underlying issue where adjustments for meter overages or contract rules weren't appearing on the preview. We also corrected two other billing errors: one that was overcharging for composed units, and another that was undercharging on some multi-unit agreements.
• Additionally, we fixed an issue that could prevent office staff from seeing a customer's signature on a rental agreement. All captured signatures will now appear correctly.

Editable Projects and Major Upgrades to Rental Billing

• We've shipped a major set of updates to rental agreements and billing. Your customers can now sign rental and lease agreements by typing or drawing their signature, either through the customer portal or from a shareable link. Once signed, you can generate the final, official document of record right from the agreement.
• Rental billing is now more precise and flexible. You can automatically bill for shift-meter overages (like engine hours) and add one-off return charges for things like cleaning or refueling. When a customer returns an accessory mid-cycle, billing is now automatically prorated to reflect the exact number of days they had it. We also fixed several issues with tiered billing calculations to prevent incorrect charges on complex or open-ended rentals.
• For project-based work, you can now edit a project's scope after it has been converted from a quote. This includes adding new phases or milestones, updating existing ones, and archiving parts of the project that are no longer needed. The system prevents you from archiving any phase that has an active work order or an invoiced milestone, keeping your job costing accurate.

Major Upgrades for Rentals, Fleet, and Invoicing

• We've shipped a major set of improvements focused on rental operations. You can now manage your rental fleet, agreements, and billing with more detail and control.
• You can now create a single rental agreement that covers multiple pieces of equipment, instead of needing separate agreements for each. We also added the ability to upload and store signed contracts or other files directly on the rental agreement. For shops that re-rent equipment, you can now track that inventory from your vendors, see its cost, and view the margin you're making on the job.
• To give you a clearer picture of your business, you can now track internal maintenance costs against your rental fleet. Work orders for your own equipment will automatically roll up their costs, showing you the true profitability of each asset. We also added more flexibility to invoicing: you can now edit line items on draft invoices to correct mistakes, and you can set custom payment terms for specific rental agreements that override your standard terms.
• This update also includes a few fixes, including one to prevent operating leases from showing up in rental lists and another to improve keyboard navigation on mobile devices.

Upload Vendor Bills and Track Fire Compliance Deadlines

• You can now upload documents directly to vendor bills. When you receive a bill from a supplier, attach the PDF or image file right on the vendor bill screen in Thermal to keep everything in one place. We also added a safer correction flow for office staff to handle rejected vendor bills.
• For shops doing Fire & Life Safety work, we've added new tools to keep you on top of compliance. A new set of inspection templates based on NFPA standards is now available. More importantly, you'll now see compliance deadline badges on deficiencies, showing you at a glance what's overdue, due within a week, or due later, based on the code requirements.
• A few other improvements for the office: If an approved quote fails to convert to a job for any reason, office staff can now see the error and retry the conversion after fixing the issue. We also moved all settings for the Rentals module to their own dedicated tab in the main Settings area to make them easier to find.
• This update also includes several fixes. Mobile navigation is more stable, the dispatch map no longer collapses on small screens, and dispatch filters are more reliable.

New purchasing tools, faster dispatch, and major fixes

• This release adds two major new tools for purchasing and inventory. You can now perform three-way matching between purchase orders, receiving slips, and accounts-payable invoices, with configurable tolerances and an audited override. We also added the ability to stage material requirements from jobs and consolidate them into planned purchase orders.
• We've made significant performance improvements across the platform. The dispatch board, reports, and automations pages will now load faster and feel more responsive. We also fixed several issues on mobile devices, including restoring the full view of the dispatch schedule and improving scrolling on equipment records.
• For service agreements, you can now create visit schedule presets on your plan templates to set up new agreements more quickly. This update also fixes a critical issue that was preventing document uploads in the customer portal and resolves a navigation bug in the vendor portal.

New tools for Warranty, Purchasing, and Safety Compliance

• This release adds several new tools to help you manage more of your business in Thermal. You can now track warranty claims from start to finish, manage technician credentials with a new compliance queue, and view safety scorecards for your teams. We've also added key purchasing features, letting you set a ship-to address (including the job site) on purchase orders and assign specific line items to different jobs.
• The Help button now opens a new chat panel. You can ask it questions about how to use Thermal, and it can give you guidance based on the screen you're on. If you're stuck on a work order, it can suggest the next step. If it can't answer your question, you can send your request to our support team with one click.
• We also fixed several issues to make your day-to-day work smoother. The dispatch board scrolling is repaired, so you can see your whole schedule without trouble. The Job Hazard Analysis (JHA) for technicians now works correctly on every visit of a multi-visit job, ensuring safety checklists can always be completed. You can also now edit subcontractor details directly in the main list, and we corrected a calculation error that could cause rounding issues on warranty claims.

Preventive maintenance visits now run on Inspection Templates

• Preventive maintenance visits generate a single inspection — with the same readings, photos, and pass/fail checks technicians already use for every other job — instead of a separate checklist. The old PM Templates page is retired; manage your PM checklists from Settings → Inspection Templates.

• preventive-maintenance
• inspections

Fire & life-safety equipment pack, plus multi-credential dispatch requirements

• Fire and life-safety equipment (extinguishers, sprinkler systems, alarm panels) now has its own inspection pack out of the box. Dispatch can also require more than one certification for a job — for example, a tech needs both an EPA 608 card and a fire-alarm license before they're eligible — instead of only ever checking a single credential.

• fire-protection
• dispatch
• credentials

Edit equipment notes and inspection summaries without opening the record

• Equipment notes and inspection summaries can now be edited straight from their list views — click into the cell, make the change, and it saves in place. No more opening the full record just to fix a typo or add a quick note.

• equipment
• inspections