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An issue was resolved in the Pre-Billing window where entering text into the search box did not filter results. All records continued to display, regardless of the search criteria entered. This behavior occurred across all tabs. Pathway...
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An issue has been resolved on the Inventory Management screen that caused the yards to disappear when a Division filter was applied. Pathway: Operations > Inventory Management ...
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The billing contact fields in the Billing Settings tab of the Edit Site screen and the billing contacts fields in the Edit Account screen have all been updated so they can now be cleared. Previously, you had to select a different contact to ...
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Created On: 12/22/2025
in Setup Home Services
Pathway: Setup > Services > Surcharge Group Surcharge Groups are collections of surcharges assigned to an account. Individual surcharges cannot be assigned directly to an account and must be added to a group. A single surcharge can be...
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Logic has been updated to recognize newer U.S. area codes, including area code 557 (introduced in August 2022). This ensures valid phone number formats are accepted when adding and editing contacts and are no longer incorrectly flagged as invalid....
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Created On: 12/11/2025
in Setup Home Operations The Equipment System Setup screen lets you define the major systems of your equipment, such as hydraulic, compaction, engine, brake, or PTO systems. Entries made here are available in the Parts and Supplies tab when adding or editing an equipment ...
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Created On: 12/11/2025
in Setup Home Operations The Work Accomplished Code Setup defines the standardized codes used to describe the specific tasks completed during equipment maintenance. Codes created here populate the Work Accomplished Code drop down in the Labor tab of an equipment maintenan...
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Service bundles serve as location-specific packages of services, streamlining account and service setup by displaying only the options available in that area. For additional guidance on setup requirements and enabling service bundles for customer...
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The release notes in this article correspond to version 74. Screens and logic may have changed in newer versions. Home Screen Recent Activity and Sales Rep (Homepages) - Account Requests Column Updated (16929) In the Recent Ac...
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Logic for the Invoice Due Reminder Template in Bill Group Setup has been enhanced. Previously, reminder invoices were not sent when an invoice included a payment or adjustment from a prior billing period. This has been resolved. Pat...