Changelog
Follow all system updates and improvements
Follow all system updates and improvements
???? Approve button now appears for stand-in approvers — When a colleague is covering an approval on your behalf through a delegation, the Approve and Claim buttons now appear for them on the change-request page, just as they do for the named approver. Previously a stand-in could see the request in their approval queue but found no action buttons when they opened it.
✨ Clearer status badges in light and dark mode — The status badges and colour pills on the documents list now keep readable text and a defined edge on both the light and dark themes, so light colours like yellow and white stay legible and dark badges no longer blend into a dark background.
???? Violet removed from the approved palette — The "Pending Deactivation (In Review)" badge no longer appears in violet, which was outside the approved colour palette. It now shows in yellow, an inactive document shows in black, and the violet accent on the Regulatory Compliance overview has been replaced — bringing every colour in the feature onto the approved palette.
???? 52-week maintenance sample file — The downloadable spreadsheet for the annual maintenance plan is now always the same bundled example file with illustrative asset and scope codes, instead of a file generated from your property data at download time. Replace the sample values with valid records from your property before you import.
✨ Improved 52-week maintenance planning horizon — When you import or maintain a recurring work order from the annual maintenance plan, the system now creates scheduled occurrences up to 90 days ahead so teams can see upcoming work in Look-Ahead and Operational Dispatch without waiting for each week to arrive.
???? Escalate-to-SME option on a document — Escalation Control can now show an "Escalate to SME" tick box directly on a regulatory document, so the right manager can decide per document whether it also alerts the Subject-Matter Expert. It appears only when that feature's per-ticket SME mode is switched on.
???? Notice & Aging dash now covers all undated work orders — Some work orders whose Start/Due dates were stored as a placeholder still showed a large number and "Expired". Any work order without a real Start/Due date now correctly shows a dash (–). (Note: work orders with genuine past-due dates still show their real overdue day counts — that is expected.)
???? Look-Ahead access control — The Look-Ahead calendar under the annual maintenance plan is now visible only to administrators or staff explicitly granted Look-Ahead access in their role. A separate Manage permission controls moving work orders between weeks on the calendar.
???? Operational Status colours are now yours to set — The Active, Inactive, Pending Activation, and Pending Deactivation badges shown on the documents list can now be recoloured from Settings, exactly the way the compliance status colours already work. Each badge is chosen from the approved colour palette (Green, Orange, Yellow, Red, Black, White), so the colour scheme stays consistent and is no longer fixed in place.
???? Notice & Aging now correct for work orders without dates — Work orders that have no Start or Due date no longer show a huge incorrect number (and an "Expired" status) in the Notice and Aging columns. They now correctly show a dash (–). Completed work orders are also recalculated so any that were affected are corrected automatically.
???? Fixed — Category labels on the Permits & Certificates list, the category manager, and a permit's detail page are now easy to read in both the light and dark themes. The label text now automatically switches between a light or dark colour so it always stands out against the category's chosen colour, instead of always using white text that was hard to read on pale colours. A subtle outline was also added so a label whose colour is close to the background still stands apart.
???? Approve button now appears for stand-in approvers — When a colleague is covering an approval on your behalf through a delegation, the Approve and Claim buttons now appear for them on the change-request page, just as they do for the named approver. Previously a stand-in could see the request in their approval queue but found no action buttons when they opened it.
???? Scope of Work Library — Added a ready-to-use library of 24 maintenance and inspection Scope of Work forms, plus a Setup screen to create, edit, view, delete and restore Scope of Work templates that staff can attach to Work Orders.
✨ Dashboard color palette — Maintenance and Job Requests dashboards now share the same blue, green, orange, red, and cyan chart colors for a consistent look.
✨ Maintenance and Job Requests dashboards — Unified refresh — Both dashboards now share the same look: matching chart colors, aligned Period and Scope filters (Start Date lines up with Trade), cleaner filter bars, summary cards with colored accents, full-width Maintenance overview cards, and side-by-side widgets that share the same height without empty gaps. Job Requests adds CSV, Excel, and PDF export with chart summaries and matching service-request detail for your current filters, plus assignee chart fixes and a tighter analytics layout.
✨ Clearer status badges in light and dark mode — The status badges and colour pills on the documents list now keep readable text and a defined edge on both the light and dark themes, so light colours like yellow and white stay legible and dark badges no longer blend into a dark background.
???? Violet removed from the approved palette — The "Pending Deactivation (In Review)" badge no longer appears in violet, which was outside the approved colour palette. It now shows in yellow, an inactive document shows in black, and the violet accent on the Regulatory Compliance overview has been replaced — bringing every colour in the feature onto the approved palette.
???? 52-week maintenance sample file — The downloadable spreadsheet for the annual maintenance plan is now always the same bundled example file with illustrative asset and scope codes, instead of a file generated from your property data at download time. Replace the sample values with valid records from your property before you import.
???? Mandatory Photo Comments — Photos added to a work order now require a comment, and that comment is shown next to its photo in the printed report and the web export. Can be turned on or off in settings.
???? Operations Manager view — Each property can now name its Operations Manager, and reports and dashboards can group consumption by Operations Manager — making it easy to see total usage and overruns for everything a manager is responsible for.
✨ Dashboard filters layout — Period and Scope filter panels now share the same height on Maintenance and Job Requests dashboards.
✨ Job Requests Dashboard — Backlog aging — When every open request is older than 30 days, the aging chart now splits the backlog into 31–90, 91–180, and 180+ day ranges so you can see how stale the queue really is.
???? Fixed — "Run scan now" (and the daily summary) could spin forever when email had not been set up yet. The scan no longer waits on email it cannot send: alerts still appear in the app immediately, and emails start going out automatically once email is configured under Settings.
???? Work Orders by Contact Type — On the Maintenance dashboard, the "Total Work Orders by Trade" chart no longer splits work by the old Patient / Non-Patient labels, which did not exist in this product. It now breaks each trade down by the contact type behind the work — Owner, Tenant, Co-resident, Authorized Occupant, or Non-resident. For work raised on a request the type comes from that request's contact; for maintenance raised on a piece of equipment it comes from the main contact of the unit or account the equipment belongs to. Work that can't be matched to a typed contact is grouped under "Unspecified". The same breakdown is included in the dashboard export.
???? New — When SME escalation is set to "per ticket", an "Escalate to SME" tick box now appears directly on the ticket, the work order, and the regulatory document — so an Operations Manager, Associate Director or Director can choose, case by case, whether that item also alerts the Subject-Matter Expert, without leaving the screen.
✨ Job Requests Dashboard — Assignee chart fit — The assignee workload chart now sizes to the number of rows so empty space below the bars is removed.
???? Job Requests Dashboard — Assignee chart — Unassigned service requests now appear as a single bar instead of being split across duplicates, and the assignee chart uses the standard dashboard blue.
???? Job Requests Dashboard — Analytics layout — Removed the empty gap below the trade summary by giving priority its own full-width row and stopping column stretch in the analytics grid.
✨ Improved 52-week maintenance planning horizon — When you import or maintain a recurring work order from the annual maintenance plan, the system now creates scheduled occurrences up to 90 days ahead so teams can see upcoming work in Look-Ahead and Operational Dispatch without waiting for each week to arrive.
???? Automatic overconsumption work orders — When a property goes over its weekly or monthly target by more than the allowed tolerance, the system now opens a work order automatically. Weekly overruns go to the Property Manager and monthly overruns go to the Operations Manager, so the right person is alerted to investigate without anyone having to watch the numbers. You can turn this on or off, set the tolerance, choose the work-order priority, and set how many days are allowed to complete it — all from the Targets screen.
✨ Job Requests Dashboard — Layout balance — When the building filter is hidden, the priority chart now sits in the side column so the analytics grid no longer leaves an empty gap.
✨ More refrigerant types — Added the latest refrigerant types used across the portfolio (including cold-room and freezer blends) to the pick-list, so refrigerant records can be logged accurately without waiting for support.
???? Escalate-to-SME option on a document — Escalation Control can now show an "Escalate to SME" tick box directly on a regulatory document, so the right manager can decide per document whether it also alerts the Subject-Matter Expert. It appears only when that feature's per-ticket SME mode is switched on.
???? Job Requests Dashboard — Date handling — Fixed an error that could prevent the dashboard from loading when some service requests had missing or invalid submission dates.
???? Notice & Aging dash now covers all undated work orders — Some work orders whose Start/Due dates were stored as a placeholder still showed a large number and "Expired". Any work order without a real Start/Due date now correctly shows a dash (–). (Note: work orders with genuine past-due dates still show their real overdue day counts — that is expected.)
???? Look-Ahead access control — The Look-Ahead calendar under the annual maintenance plan is now visible only to administrators or staff explicitly granted Look-Ahead access in their role. A separate Manage permission controls moving work orders between weeks on the calendar.
???? Operational Status colours are now yours to set — The Active, Inactive, Pending Activation, and Pending Deactivation badges shown on the documents list can now be recoloured from Settings, exactly the way the compliance status colours already work. Each badge is chosen from the approved colour palette (Green, Orange, Yellow, Red, Black, White), so the colour scheme stays consistent and is no longer fixed in place.
???? Notice & Aging now correct for work orders without dates — Work orders that have no Start or Due date no longer show a huge incorrect number (and an "Expired" status) in the Notice and Aging columns. They now correctly show a dash (–). Completed work orders are also recalculated so any that were affected are corrected automatically.
???? Fixed — Category labels on the Permits & Certificates list, the category manager, and a permit's detail page are now easy to read in both the light and dark themes. The label text now automatically switches between a light or dark colour so it always stands out against the category's chosen colour, instead of always using white text that was hard to read on pale colours. A subtle outline was also added so a label whose colour is close to the background still stands apart.
???? Approve button now appears for stand-in approvers — When a colleague is covering an approval on your behalf through a delegation, the Approve and Claim buttons now appear for them on the change-request page, just as they do for the named approver. Previously a stand-in could see the request in their approval queue but found no action buttons when they opened it.
???? Scope of Work Library — Added a ready-to-use library of 24 maintenance and inspection Scope of Work forms, plus a Setup screen to create, edit, view, delete and restore Scope of Work templates that staff can attach to Work Orders.
✨ Dashboard color palette — Maintenance and Job Requests dashboards now share the same blue, green, orange, red, and cyan chart colors for a consistent look.
✨ Maintenance and Job Requests dashboards — Unified refresh — Both dashboards now share the same look: matching chart colors, aligned Period and Scope filters (Start Date lines up with Trade), cleaner filter bars, summary cards with colored accents, full-width Maintenance overview cards, and side-by-side widgets that share the same height without empty gaps. Job Requests adds CSV, Excel, and PDF export with chart summaries and matching service-request detail for your current filters, plus assignee chart fixes and a tighter analytics layout.
✨ Clearer status badges in light and dark mode — The status badges and colour pills on the documents list now keep readable text and a defined edge on both the light and dark themes, so light colours like yellow and white stay legible and dark badges no longer blend into a dark background.
???? Violet removed from the approved palette — The "Pending Deactivation (In Review)" badge no longer appears in violet, which was outside the approved colour palette. It now shows in yellow, an inactive document shows in black, and the violet accent on the Regulatory Compliance overview has been replaced — bringing every colour in the feature onto the approved palette.
???? 52-week maintenance sample file — The downloadable spreadsheet for the annual maintenance plan is now always the same bundled example file with illustrative asset and scope codes, instead of a file generated from your property data at download time. Replace the sample values with valid records from your property before you import.
???? Mandatory Photo Comments — Photos added to a work order now require a comment, and that comment is shown next to its photo in the printed report and the web export. Can be turned on or off in settings.
???? Operations Manager view — Each property can now name its Operations Manager, and reports and dashboards can group consumption by Operations Manager — making it easy to see total usage and overruns for everything a manager is responsible for.
✨ Dashboard filters layout — Period and Scope filter panels now share the same height on Maintenance and Job Requests dashboards.
✨ Job Requests Dashboard — Backlog aging — When every open request is older than 30 days, the aging chart now splits the backlog into 31–90, 91–180, and 180+ day ranges so you can see how stale the queue really is.