Changelog

Follow all system updates and improvements

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July 2026

Yellow-tagging reason is now a single choice

???? Yellow-tagging reason is now a single choice — On the Deviation Form, the reason for yellow-tagging is now chosen as a single option rather than several checkboxes, so each form records one clear cause.

Clearer name for the "Board/Principal Decision" reason

???? Clearer name for the "Board/Principal Decision" reason — The yellow-tagging reason previously labelled "Board's Decision" now reads "Board/Principal Decision".

Notifications now name the document

Notifications now name the document — Regulatory Compliance notifications now include the document's name alongside its number, so a recipient can recognise which document is involved without opening it.

Printed Deviation Form now shows the approved colour

Printed Deviation Form now shows the approved colour — The printed Deviation Form now records the compliance colour the Regulatory Compliance Head chose at final approval, next to their sign-off, alongside the approver comments already shown.

Stuck email notifications removed

Stuck email notifications removed — Removed unsent notifications and invoices from the email queue to prevent sending outdated messages.

Meter unit list now narrows to the meter type

???? Meter unit list now narrows to the meter type — On the Add/Edit Meter screen, choosing a meter Type (for example Water) now filters the Measurement Unit list to the units that make sense for it, so you no longer scroll past unrelated units. Any custom units you added stay available. The measure names on the Target screen also now read in plain language (Consumption, Cost / Amount, Peak Demand (kW)…) instead of internal codes.

Property page loads reliably right after an update

???? Property page loads reliably right after an update — Fixed a brief window, immediately after an update was published, where a property's detail page could fail to open until the system finished preparing the new Organization panel. The page now always loads and shows the panel as soon as it is ready.

Filters on every list

Filters on every list — Equipment, Waste, Refrigerant, Non-Metered, Properties and Alerts gain the same column filters already on Meters, Readings and Exceptions (type, property, status and date range where applicable). The Targets bulk-import template now also accepts a vehicle/equipment column for per-vehicle targets.

Organizational hierarchy with history

???? Organizational hierarchy with history — Each property gains an Organization panel: configurable level titles per business group, role assignments with effective dates, and a full reassignment history. Assigning the Operations Manager there keeps the profile, work-order routing and roll-ups in step automatically.

Bulk import for Meters and Equipment

???? Bulk import for Meters and Equipment — Both master lists now support the same file import the record screens already had, with a downloadable sample template and a per-row result report. Equipment rows can link straight to Asset Management by asset tag; meter rows can name their property, stream, unit and mother meter.

Equipment now links to Asset Management

???? Equipment now links to Asset Management — Equipment entries can be linked to the real asset register: a searchable picker lists your assets with their tag and classification, the name and tag fill in automatically, and the Equipment list shows the linked asset. Energy-specific details (refrigerant, chiller and cooling type) stay on the equipment entry.

Fixed-charge billing (incl. per m²)

???? Fixed-charge billing (incl. per m²) — A cost rate can now carry a fixed charge with a clear basis: a flat amount per month, or an amount per m² of the property's floor area per month (the model used for chilled water). Fixed and usage-based charges combine automatically in Performance and Comparison cost figures and in budget comparisons for a selected property.

Electricity demand (kW) tracking

???? Electricity demand (kW) tracking — Readings can now record the peak demand observed in the period (kW, with the time it occurred). The Performance screen gains a Peak Demand measure that shows the highest peak per period — never a sum of peaks — and targets can be set on demand so overshoots raise alerts like any other breach.

Four new alert types

???? Four new alert types — The system now detects abnormal usage spikes against the previous period (using the Abnormal Spike % on a target), unusual waste activity, unusual refrigerant activity, and disposed waste that is missing its permit or supporting document. Each raises an alert that escalates like any other.

Filter alerts by type

Filter alerts by type — The Exceptions screen gains an issue-type filter alongside status and severity.

Vehicle picker fixed for every browser

???? Vehicle picker fixed for every browser — In Fleet Fuel mode the Vehicle list now removes non-vehicle equipment outright; some browsers previously kept showing the full list. On the Targets form, the Vehicle / Equipment selector now groups entries by kind so choosing the right one is clearer.

No more alerts against a blank limit

???? No more alerts against a blank limit — A Target saved with an empty Upper or Lower Limit could store that blank as zero, which raised an "over the limit" alert on any usage at all (alerts showing "Target 0.00"). Blanks are now stored as truly empty, zero limits never trigger, and existing affected targets are repaired automatically.

Run buttons no longer freeze the page

Run buttons no longer freeze the page — "Run scan now" and "Run work-order check now" now run in the background with a live progress spinner; the page stays fully responsive during the 1–2 minute run and refreshes with the result when done.

Cleaner numbers everywhere

Cleaner numbers everywhere — Targets & Budgets, Costs per Unit, alert detail values and the reading-entry preview now show two decimal places instead of four.

Measurement units follow the meter type

Measurement units follow the meter type — When adding a meter, the unit list now offers only the units that make sense for the selected type (e.g. Water shows m3 and liters, Electricity shows kWh and kW). Custom units remain available everywhere.

Filters on the Meters and Readings lists

Filters on the Meters and Readings lists — Meters can be filtered by type and status; Readings by meter, type and date range — matching the filters already available on the Exceptions screen.

Export Email Templates

???? Export Email Templates — Added an export toolbar at the top of the Email Templates page. With one click, authorized staff can download a complete copy of every email template — its content along with its subject, sender name, sender address, plain-text option, and active status — for review and documentation. Choose an Excel workbook (one row per template), a single print-ready HTML report grouped by category, or a ZIP bundle with one file per template plus a manifest. Every export is recorded in the activity log.

Customer Accounts

???? Customer Accounts — When a customer owns more than one unit, sending the activation email from any one of those units now marks every unit tied to that same email address as "Registered" at once. Previously only the unit you selected changed status while the person's other units stayed at "Ready for Registration".

Password Reset E-mail

???? Password Reset E-mail — Administrators can now send a team member a secure "Set your password" e-mail directly from the member's profile. The member clicks a one-time link and creates their own password, so administrators no longer need to share temporary passwords through outside chat apps.

Continuous 90-day planning window

Continuous 90-day planning window — After you import a recurring annual maintenance plan, the system keeps creating the next work orders so you always have about the next 90 calendar days scheduled (for example Daily creates one more day ahead each day; Weekly and Monthly only when the next date enters that window). Unlimited plans keep going until you set a cycle limit. The Upload screen now explains these rules with plain examples, including how Created date differs from Start date.

Task Type restrictions on existing work orders

???? Task Type restrictions on existing work orders — When you edit any existing work order, the Task Type list now follows the same rules as new work orders: only Corrective Maintenance, Planned Maintenance, Self-Assessment, and Others. Types that came from conversions (such as Service Request or maintenance tickets) still appear when that work order is linked to those records.

Changed

???? Changed — A round of Defective Asset Management refinements from UAT: (1) flagging equipment defective from a work order now creates only the single Defective Asset record — the extra inspection work order is no longer added; (2) that Defective Asset record now shows the originating work order as its Source, and searching the originating work order number brings it up in the Work Orders list; (3) the condition history now has a View link that opens the originating daily monitoring submission (with its attachments) or the related work order; (4) a new Nothing-to-Declare Log lists every daily monitoring submission where nothing was declared, with who submitted it and when; (5) fixed an Access Denied error when deactivating a defect category (and when decommissioning an asset); (6) the Options button on the Defective Assets page is now clearly labelled Export List.

Fixed

???? Fixed — Searching Tasks by the full Work Order Number (including the prefix and service category letters, for example JO-PGH-2026-RM-0685) now finds the matching work order instead of returning no results.

Fixed

???? Fixed — Searching Tasks by the full Work Order Number (including the prefix and service category letters, for example JO-PGH-2026-RM-0685) now finds the matching work order instead of returning no results.

Fixed

???? Fixed — Searching Tasks by the full Work Order Number (including the prefix and service category letters, for example JO-PGH-2026-RM-0685) now finds the matching work order instead of returning no results.

Faster loading on large, busy accounts

Faster loading on large, busy accounts — Sped up the Tickets list, the notification bell, task lists and reports, and the Assets list on accounts with a very high volume of tickets, tasks, and history. These screens now open quickly even as your data grows, instead of getting slower over time. Smaller accounts are unaffected.

File Browser

???? File Browser — Fixed an issue where the file list stopped at around 1,000 items even when a folder had more. Files now load in quick batches with a "Load more" button, so even very large folders open fast and you can page through every file.

Approvers can reject a Deviation Form

???? Approvers can reject a Deviation Form — At each approval stage, the reviewer now has a "Reject Deviation" button that ends the deviation with a required reason and notifies the compliance team. The document keeps its current status — it is not archived or closed by a rejection.

Reactivation fields removed from status-change requests

⚠️ Reactivation fields removed from status-change requests — When requesting to set a document inactive, the "Expected Reactivation Date" and "Reactivation Reason" fields have been removed: a document marked no longer needed does not require reactivation. Only a reason and a supporting attachment are needed to submit the request.

Faster loading on large, busy accounts

Faster loading on large, busy accounts — Sped up the Tickets list, the notification bell, task lists and reports, and the Assets list on accounts with a very high volume of tickets, tasks, and history. These screens now open quickly even as your data grows, instead of getting slower over time. Smaller accounts are unaffected.

File Browser

???? File Browser — Fixed an issue where the file list stopped at around 1,000 items even when a folder had more. Files now load in quick batches with a "Load more" button, so even very large folders open fast and you can page through every file.

New

???? New — When equipment is flagged defective (from the Daily Equipment Monitoring round or by answering "Yes" on a work order), the system now automatically opens a follow-up inspection work order alongside the main "Defective Asset" record. The inspection work order shows the main record as its Source, so related work stays grouped — and searching the main work order number in the Work Orders list now brings up the inspection work orders linked to it. An administrator can adjust which follow-up work orders are opened (or turn them off).

Improved

Improved — Three refinements from UAT: (1) the Daily Equipment Monitoring Select Asset picker now shows each asset's name and its equipment number (ENS) and lets you search by either; (2) an equipment's Status now stays in sync automatically with its Defective Asset Management condition — Active shows Running, Defective shows Defective, Decommissioned shows Decommissioned — so no one has to update the status by hand; (3) the form's "Property Name" field is now labelled "Location."

Approvers can reject a Deviation Form

???? Approvers can reject a Deviation Form — At each approval stage, the reviewer now has a "Reject Deviation" button that ends the deviation with a required reason and notifies the compliance team. The document keeps its current status — it is not archived or closed by a rejection.

Reactivation fields removed from status-change requests

⚠️ Reactivation fields removed from status-change requests — When requesting to set a document inactive, the "Expected Reactivation Date" and "Reactivation Reason" fields have been removed: a document marked no longer needed does not require reactivation. Only a reason and a supporting attachment are needed to submit the request.

Faster loading on large, busy accounts

Faster loading on large, busy accounts — Sped up the Tickets list, the notification bell, task lists and reports, and the Assets list on accounts with a very high volume of tickets, tasks, and history. These screens now open quickly even as your data grows, instead of getting slower over time. Smaller accounts are unaffected.

File Browser

???? File Browser — Fixed an issue where the file list stopped at around 1,000 items even when a folder had more. Files now load in quick batches with a "Load more" button, so even very large folders open fast and you can page through every file.

New

???? New — When equipment is flagged defective (from the Daily Equipment Monitoring round or by answering "Yes" on a work order), the system now automatically opens a follow-up inspection work order alongside the main "Defective Asset" record. The inspection work order shows the main record as its Source, so related work stays grouped — and searching the main work order number in the Work Orders list now brings up the inspection work orders linked to it. An administrator can adjust which follow-up work orders are opened (or turn them off).

Improved

Improved — Three refinements from UAT: (1) the Daily Equipment Monitoring Select Asset picker now shows each asset's name and its equipment number (ENS) and lets you search by either; (2) an equipment's Status now stays in sync automatically with its Defective Asset Management condition — Active shows Running, Defective shows Defective, Decommissioned shows Decommissioned — so no one has to update the status by hand; (3) the form's "Property Name" field is now labelled "Location."

Fixed

???? Fixed — When you assign a whole role's members to a work order at once using Add by Role, the newly added assignees and followers now appear on the work order immediately, instead of only after refreshing the page.

Improved

Improved — The reporting dashboards now load their charts from within the platform instead of an outside service, so they appear faster and more reliably, especially on slower connections.

Dedicated work order layout for reactive, corrective, and proactive maintenance

???? Dedicated work order layout for reactive, corrective, and proactive maintenance — Work orders for reactive, corrective, and proactive maintenance now print in their own format, with sections for findings, action taken, parts and materials used, and recommendations, plus a technicians table that lists each assigned person with their work start and completion dates and a space to sign. Preventive maintenance work orders keep their own layout.

Work order PDF header now shows your company name

Work order PDF header now shows your company name — The top of the work order PDF now leads with your company name, followed by the facilities management and work order type lines, and the divider line under the header was removed for a cleaner look.

Clearer work order PDF layout

Clearer work order PDF layout — Work order PDFs now show the creation date and current status at the top with the main details, and checklist answers print as clear ticked boxes with the choice (such as Yes or No) side by side instead of a solid filled square.

Cleaner background behavior for real-time notifications

???? Cleaner background behavior for real-time notifications — Removed a harmless but noisy browser message that could appear when real-time notifications were switched on without being fully set up; the option now stays quiet unless it is properly configured.