Maintenance & Bug Fix Log
Stay up to date with the latest bug fixes, maintenance updates, and performance improvements across our Core and Pro product lines.
Last updated 5/15/2026View Latest Release Notes →
May 15, 2026 | Marketing FixAd Group and Keyword columns missing from Attributed Leads export. When exporting the Attributed Leads tab used to retrieve keyword-level data for Google Ads leads, the Ad Group and Keyword columns were absent from the exported file despite being available in the UI view; these columns are now included in the export
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May 15, 2026 | Call Intelligence FixCall playback modal jumping unexpectedly during review. When selecting a call further down the page, the call playback modal caused the page to scroll to the top, disrupting the review experience; the modal now opens without unexpected page movement
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May 15, 2026 | Customer Portal FixJobs, Equipment, and Service Agreements tabs failing to load for high-volume accounts. Portal users associated with 50 or more service agreements or 100 or more locations were seeing a "Try again later" error when navigating to the Jobs, Service Agreements, and Equipment tabs; these tabs now load successfully regardless of the number of service agreements or locations tied to the user's access FixBilling access incorrectly removed for existing users after location-level billing release. When location-level billing access was introduced, portal users who previously had billing access at the customer level were incorrectly set to non-billing at the location level instead of inheriting their existing access; affected users have been corrected and billing access is now preserved FixPortal users not appearing in User Management search results due to email casing. Searching for a user by email in the User Management tab returned no results when the stored email address used mixed casing, causing the user's account to also appear inactive in the portal invitations table; email lookups are now case-insensitive and user records surface correctly FixMembership invoices missing from customer balance view. Non-job membership billing invoices with an outstanding balance were not appearing in the customer's balance in the Customer Portal, causing customers to appear fully paid when they were not; membership invoices now correctly display in the customer balance
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May 15, 2026 | Dispatching |
May 15, 2026 | Inventory and Purchase Orders FixItem group sub-items not closing out correctly via Transfers to Jobs. When procuring sub-items from item groups through Transfers to Jobs requisitions, items were being closed out to the invoice as individual standalone items rather than as part of their parent group; sub-items now close out correctly FixLegacy requisitions incorrectly redirected to Transfer-to-Job workflow. After enabling the Transfer-to-Job feature in the 76.1 release, existing legacy closeout requisitions were being forced into the new TTJ workflow, disrupting previously established purchasing processes; legacy requisitions now follow their original closeout workflow FixJob and customer information missing from Transfer to Jobs inventory reports. When inventory items were transferred using the Transfer to Job workflow, the associated job and customer information was not displayed in inventory reports; these fields now appear correctly FixPurchasing reports returning inconsistent results for the same filters. Two reports built from the same Purchasing template with identical filters were returning different results, with one omitting transactions tied to specific users; both reports now return consistent, complete results FixPurchase order creation date inconsistent between PO page and job history. The creation date shown on the Purchase Order page did not match the date displayed in the Job History audit trail for the same PO; dates are now consistent across both views FixRaw HTML code appearing in downloaded Item Overview files. When downloading the Item Overview from Inventory, raw HTML tags were visible in the exported file instead of properly formatted content; downloads now display correctly without HTML artifacts
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May 15, 2026 | Memberships and Service Agreements FixService agreement cancellation blocked by system error. When attempting to cancel certain service agreements, the system displayed an error stating the service did not exist, preventing the cancellation from completing; service agreements can now be cancelled without error FixThe visits table not updating after equipment is removed from a service agreement. When equipment was removed at the Service Agreement level, the associated visits were not reflecting the change in scope; Visits now correctly update when equipment is removed from the agreement FixInactive membership sales tasks appearing in the sales task list. When selling a membership from the customer page, inactive sales tasks were appearing in the dropdown list alongside active options, creating confusion; only active sales tasks now appear in the list
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May 3, 2026 | Accounting FixThe Add Invoice button on a project did not work in the Go interface. Clicking Add Invoice on a project in the Go product produced no result, blocking the ability to generate project invoices; this has been resolved FixInvoice dates were not displaying in the Claims table. The Invoice Date column appeared blank; invoice dates now display correctly FixThree columns in the Claims table were sorting incorrectly. The Invoice Total, Invoice Number, and Invoice ID columns did not sort in the expected order when clicked; sorting now functions correctly
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May 3, 2026 | Customer Portal |
May 3, 2026 | Dispatching FixNon-Job Events that were not set to count toward scheduling capacity were still consuming capacity in Adjustable Capacity Planning. Technicians were appearing as unavailable in capacity planning because of NJEs that should not have counted toward their workload; the capacity calculation now correctly excludes those events FixTechnician activity indicators on the Daily Board displayed incorrectly when activities overlapped. When a technician was dispatched to the same job multiple times with overlapping time windows, the activity line and dot rendered in the wrong position; the display now correctly represents overlapping activities FixPrint Preview on the Classic Dispatch Board was no longer working. Attempting to print the Classic Dispatch Board produced a blank or missing print preview; the feature now works correctly
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May 3, 2026 | Document & Forms Management FixSending an email from the Project Document Management page was not working. The email action on the Project Documents page returned an error and did not deliver the email; this has been resolved FixBulk-uploaded files could silently fail to appear in the Photos & Videos gallery. Files uploaded in bulk to a job could fail to appear in the Photos & Videos gallery without any error message, due to a race condition; the issue has been corrected so all uploaded files appear as expected FixThe Forms API was not returning the updated title after a form was renamed. After renaming a form, the API continued to return the old title value; the API now returns the current form title FixLabel display order was inconsistent between the file list and search results for files with three or more labels. Labels showed in a different sequence depending on whether they appeared in the file list or search results; labels are now displayed in a consistent order across both views FixThe Modified By and Modified On metadata fields were not updated after changes to a document path. After making changes to a document, the audit trail fields were not refreshed; the fields now update correctly on every change
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May 3, 2026 | Inventory and Purchase Orders FixReserved serial numbers remained selectable after a transfer location was changed. When a serialized item was transferred from one location to another, reserved serial numbers from the original location were not removed from the available selection list, allowing them to be inadvertently assigned to new transfers; this has been corrected so only available serial numbers appear FixPurchase Orders linked to P2P supplier vendors could not be edited. Users attempting to edit purchase orders associated with vendors connected to a third-party supplier integration received an error and were blocked from making changes; this has been resolved FixThe purchasing migration process could get permanently stuck. In some cases the purchasing migration displayed a message indicating the process was already started by another user and would not progress; the underlying conflict has been resolved so migrations can complete successfully FixThe Sent Status filter in Inventory Returns was not functioning. Applying a filter by sent status had no effect and returned unfiltered results; the filter now works correctly FixThe Inventory and Inventory Line Items report templates were not populating Item Unit Cost and Item Total Cost correctly. Running reports from these templates returned blank or incorrect values for cost columns; the columns now return accurate values FixThe Aggregate Inventory Stock Report for Serialized Items displayed inconsistent Item Unit Cost values. The report was returning mismatched unit cost data for serialized items; the cost data is now reported consistently
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May 3, 2026 | Jobs and Project Management |
May 3, 2026 | Memberships FixThe Membership Type editing page became unresponsive when adding a service to a billing template. Navigating to Membership Type > Billing Template > Edit > Add Service and beginning to type caused the page to freeze, blocking all membership type configuration; the responsiveness issue has been resolved
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May 3, 2026 | Pricebook FixEmpty pending updates for the Expense Account field appeared in the updates list. Pricebook Connect was displaying pending updates for the Expense Account field that contained no actual changes; these spurious entries are no longer generated FixItems showed as having available updates even after a successful bulk update. After completing a bulk update for Ferguson supplier items, the items remained flagged as having pending updates; the status now correctly reflects a completed update
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May 3, 2026 | Reporting |
May 3, 2026 | Timekeeping |
Maintenance
Proactive improvements to stability, performance, or infrastructure — no user-facing behavior change, but keeps the platform running reliably.
Fix
A correction to unintended behavior — something that wasn't working as designed has been identified and resolved.
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