All releases
July 2025 Published July 2025

July 2025 Updates

Templates & variables, AI inventory improvements, dynamic report filters, and many bug fixes.

v2507.29.0 — July 29, 2025

Templates & Variables

  • Create templates on the opportunity page, job summaries, and activity section
  • Set default templates per location
  • Templates with variables that pull job data
  • Templates on the dispatch page for crew schedules
  • Subject line can be templated

AI

  • Improved Update Inventory AI with job context and existing inventory list
  • Improved Autodialer thinking, logic, and prompts

Dynamic Reports

  • Set default event status filter to “any”
  • Added revenue event status filter
  • Fixed adding transactions multiplying job revenue

Improvements

  • Improved CallRail tagging
  • Added datadip endpoint
  • Replaced distance/Places API with Compute Routes API
  • Search by address on the Jobs page
  • Save comment edits locally
  • Crew cannot update documents or estimates
  • Agents cannot modify asset availability or book-offs
  • Trucks shown for delivery events
  • Intake query parameters for next-step forms
  • Shared jobs fields are now disabled
  • Update job currency manually
  • Search bar directs to Jobs V2

Performance

  • Fixed Jobs V2 performance with many comments
  • Fixed backend rule system performance
  • Fixed document resolving performance
  • Fixed customer intake performance

Fixes

  • Fixed double dials with AI Autodialer
  • Fixed non-unique event and charge ID after reload
  • Fixed Nice Jobs authentication
  • Fixed double charge entries on poor connection
  • Fixed updating customer with no changes
  • Fixed removed charges reappearing
  • Fixed sent status when sending multiple documents
  • Fixed updating dock with location attributes
  • Fixed summary not saved when job created
  • Fixed unable to edit customer phone/email from job creation
  • Fixed Invoice button not visible for some roles
  • Fixed Yembo Smart Consult creation
  • Fixed crew unable to see availability
  • Fixed SMS received template time issue
  • Fixed CallRail customer name format (Name,LastName)
  • Fixed event details popups stuck on schedule
  • Fixed address without addressLineOne
  • Fixed skipping calls when autodial rescheduled
  • Fixed changes disappearing when editing comment
  • Fixed email passing frontend validation but failing
  • Fixed Jobs V2 not syncing after zone change
  • Fixed uploading inventory list
  • Fixed changes disappearing after applied
  • Fixed sending self surveys from Jobs V2
  • Fixed charge requiring refresh
  • Fixed event action menu overlapping in overview tab
  • Fixed customer types and job origins not loading
  • Fixed displaying location without addressLineOne
  • Fixed not seeing all assets when editing
  • Fixed creating multiple single-use discounts