Winter 2026 Release (ST-76)

Adaptive Capacity

• Enhancement Simplify Adaptive Capacity Strategic Rule Builder Using Atlas.

• Enhancement Improve Routing With Drive Time And Technician Assignment.

Customer Portal

• New Display Service Address Unit Numbers New Customer Portal.

• Enhancement Improve The Customer Experience With The New Customer Portal.

Dispatching

• New Track Edits To Non Job Events Njes With Audit Trails For Accurate Reviews.

• Enhancement Customize Jobs Tray Updated Dispatch Jobs Tray Options.

• Enhancement View Job Details Instantly Job Detail Popover Support New Daily Dispatch Board.

Estimates

• Enhancement Enforce Minimum Margins Margin Enforcement Feature Protect Profitability.

Field Mobile App

• New Capture daily job progress with technician work performed logs and work summaries.

• New Find and open projects faster with Projects Search in the Field Mobile App.

• New Collect deposits on sold estimates to improve invoice accuracy and reduce office workload.

• Enhancement Access company videos and documents in the field with the Content Portal.

• Enhancement Present estimates side-by-side with new tablet view improvements.

• Enhancement Manage opportunity follow-ups with an enhanced interface.

• Enhancement Process check payments through ACH in the field.

Forms and Media

• Enhancement Improve Collaboration With Document Management Annotation Commenting.

Identity and User Management

• Enhancement Secure administrator access with MFA Enforcement for administrators.

Job and Project Management

• New Track and resolve project issues centrally with RFI & Change Order Request Management to protect your profit margins.

• New Track, manage, and report submittals with the new Submittals feature.

• New Capture daily jobsite details with Daily Logs to reduce risk and improve communication.

• Enhancement Control access with granular Job, Project and External Communications Settings permissions.

Payables

• New Automate bill reviews with 3-Way Match to save time and reduce errors.

Search

• Enhancement Search across more data with custom fields in Global Search.

Service Agreements

• Enhancement Streamline renewals with bulk renew and status change actions on the Follow Ups - Service Agreements screen.

• Enhancement Capture and act on revenue opportunities with Pull-through work on Service Agreements.

• Enhancement Add task-specific forms to Service Agreement visits with the Service Agreement Tasking improvement.

Supply Chain

• New Ferguson Product and Pricing Integration now available for all.

Telecom

• Enhancement Ensure reliable delivery with the deprecation of custom "From" and "Reply-To" on no-reply email sends.

Voice Agents for Phones and Phones Pro

• New Greet members and book their recurring services automatically with membership greeting and recurring service booking.

• New Train the Voice Agent with the Knowledge Base to answer common questions.

• New Customize Follow-up Questions to gather detailed job information.

• Enhancement Customize dispatch fee message to align with your business needs.

• Enhancement Add custom job type descriptions with Customize Job Type Descriptions to improve Voice Agent's Job Type matching accuracy.