Changelog
Follow all system updates and improvements
Follow all system updates and improvements
???? Let the assistant take action — On the Tickets screen you can now ask the assistant to assign a ticket, change its status, or change its priority. It always proposes the change first and waits for you to confirm before anything happens, and every action is recorded.
Submitter / Service filter — The Submitter / Service filter panel above the Tickets list now matches the refreshed page design: a clear titled header, tidy pills that adapt to light and dark mode, and updated icons. Filtering by staff member, unassigned, or service works exactly as before.
???? Round of fixes from full testing — Corrected a range of issues found while testing the whole module: saving edits to categories and meter readings, the consumption totals and the "view details" drill-down (now opens cleanly and reads clearly), the reports and their CSV/Excel exports, the exception summary report, import result messages now showing the correct counts, property access filtering for restricted users (including the property picker now only listing the locations they can see), and the field-mapping save. A brand-new installation now sets up all of its data tables automatically. Also tidied several labels and added a Clear button to the Activity Log filters.
???? New — You can now see a piece of equipment's condition, change it, and open its full condition history right on the equipment's own page — no need to open the Defective Assets list first.
???? Changed — Applied the latest confirmed escalation-rule decisions: on the 60-day overdue ticket and 60-day defective equipment alerts the Director is now notified and the President is no longer on those two rows. The Subject-Matter Expert stays always alerted on the 90-day and 90+-day defective alerts, while the SME on the other rules can be made optional per item. Every rule remains editable on the Escalation Matrix screen.
???? Introducing AI Insights — An on-demand pop-up that summarizes the data on a screen, flags what needs attention, and suggests next steps. You can ask plain-language follow-up questions about the same data, the button quietly flags critical findings, and an administrator can switch it on for any list screen from settings. Available first on the Tickets list and individual tickets, with on/off control per role and per screen.
✨ Smarter ticket answers — On the Tickets screen the assistant can now look up the actual tickets behind the numbers — by status, priority, department, oldest first, or by searching a keyword — and open an individual ticket for detail. Follow-up questions now get specific, useful answers and next steps instead of only the summary figures.
✨ Quicker to use — The assistant now offers one-tap suggested questions, lets you jump from an insight straight to the tickets behind it, and you can give a quick thumbs up or down on any answer to help it improve.
???? Visitor Registration dropdowns — Removed an unnecessary divider line that appeared partway down the Vehicle Make and Vehicle Model lists, so the options now scroll as one clean, continuous list.
???? New — Added an Asset Defect Check right on the work-order detail page (next to Scope of Work): mark the linked equipment defective in one click — choose Yes, set the repair due date, and apply — without opening the edit form. If the equipment is already flagged defective, the panel shows that with a link to its history.
???? Fixed — Priority alerts (in-app and email) now name the affected equipment instead of showing a blank placeholder. When a reported equipment number doesn't match a known asset, the alert shows that equipment number so responders still know what's affected.
???? New — Added Tickets panels to your home dashboard: a main *Tickets Overview* with at-a-glance cards for total and per-status counts, a 14-day trend chart, and a priority breakdown; plus a side panel showing the status breakdown (with progress bars) and your most recent tickets. They only appear for staff who can view tickets.
✨ Improved — The Daily Equipment Monitoring form now sets the Encoder to you automatically (no more typing your name and email), and lets you pick a different staff member from a searchable list if you're entering on someone else's behalf — their email fills in automatically.
???? New — Added a Defective Assets panel to your home dashboard with quick-access tiles that jump straight to the defective-assets list, the Daily Equipment Monitoring form, and the defect categories — each tile appears only if you have access to that screen. Also refreshed the icons on the Defective Assets screen for a cleaner, consistent look.
???? New — A new Data Sources & Settings screen lets an administrator set everything up without any technical help. From one place you can turn each watched area on or off (work orders, customer tickets, defective equipment, regulatory documents, permits), set how long a ticket can sit before it counts as overdue, choose which equipment statuses mean "defective" from a picker, open the Regulatory Compliance gate when you're ready, switch on mobile push alerts, include report-only backlogs in the Red Flag Report, and choose who receives the weekly red-flag summary.
???? The "More" section now works as a parent switch — In the Property Management layout, turning off the "More" section header now hides the whole group at once — the "More" heading and every module gathered under it disappear from the sidebar, while your curated groups and the Dashboard stay put. Turn it back on to restore them. This makes it easy to hide everything outside the curated layout in one click instead of switching off each module individually.
???? Push Notifications — Fixed an issue where a user did not receive push notifications for a newly added account until they signed out and signed back in. Notifications now reach the user's devices right away, even for access granted after their last sign-in — including announcements sent to everyone or to all members of a client.
???? Changed — Closing a work order that's linked to a piece of equipment now requires answering the "Any asset Defects or Alarms?" question before it can be marked complete — choose Yes and set the repair due date (the equipment is flagged defective and a repair task opens automatically), or choose No to close it with no change.
???? Ask by voice — A microphone now appears in the assistant chat: speak your question and it's turned into text for you to review and send. Available when a voice-capable AI provider is set up.
???? Fixed status of new units added to existing accounts — When someone who has already activated their account is added to another unit, that unit is now correctly marked as still needing its details completed: the person receives the new-property notification in the app and is asked to fill in the new unit's information when they sign in, while their account continues to show as Activated. Previously the new unit was treated as already completed, so neither the notification nor the request for details appeared.
✨ See your words as you speak — When you use the microphone, your words now appear in the box in real time as you talk, so you can see exactly what's being captured before you send it.
✨ Refreshed look — The Tickets list has a cleaner, more consistent design: a clear titled header with updated icons, the ticket counts shown as summary cards, the SLA status tiles as tidy cards with a colored marker, and the SLA Countdown and Overdue panels presented side by side as easy-to-read cards. The status filter also shows each status in its own color. All filters, columns, and tools work exactly as before.
???? Fixed — Completing a work order that's linked to a piece of equipment now correctly shows the "Any asset Defects or Alarms?" question and, on Yes, flags that equipment as defective and opens the repair follow-up. (Previously the link between a work order and its equipment wasn't recognised, so the prompt never appeared.)
✨ Improved — The repair task that's created automatically is now clearly named "Defective Asset"; the Daily Equipment Monitoring form now saves the evidence files you attach (listed on the submission for download) and pre-fills today's date.
???? New — The Daily Equipment Monitoring form now lets you pick the affected asset from a searchable list for each item, instead of having to type its number — so it works even for assets that don't have an equipment number on file. Choosing an asset fills in its number automatically. Also fixed dropdowns that could be cut off inside the form.
???? Let the assistant take action — On the Tickets screen you can now ask the assistant to assign a ticket, change its status, or change its priority. It always proposes the change first and waits for you to confirm before anything happens, and every action is recorded.
Submitter / Service filter — The Submitter / Service filter panel above the Tickets list now matches the refreshed page design: a clear titled header, tidy pills that adapt to light and dark mode, and updated icons. Filtering by staff member, unassigned, or service works exactly as before.
???? Round of fixes from full testing — Corrected a range of issues found while testing the whole module: saving edits to categories and meter readings, the consumption totals and the "view details" drill-down (now opens cleanly and reads clearly), the reports and their CSV/Excel exports, the exception summary report, import result messages now showing the correct counts, property access filtering for restricted users (including the property picker now only listing the locations they can see), and the field-mapping save. A brand-new installation now sets up all of its data tables automatically. Also tidied several labels and added a Clear button to the Activity Log filters.
???? New — You can now see a piece of equipment's condition, change it, and open its full condition history right on the equipment's own page — no need to open the Defective Assets list first.
???? Changed — Applied the latest confirmed escalation-rule decisions: on the 60-day overdue ticket and 60-day defective equipment alerts the Director is now notified and the President is no longer on those two rows. The Subject-Matter Expert stays always alerted on the 90-day and 90+-day defective alerts, while the SME on the other rules can be made optional per item. Every rule remains editable on the Escalation Matrix screen.
???? Introducing AI Insights — An on-demand pop-up that summarizes the data on a screen, flags what needs attention, and suggests next steps. You can ask plain-language follow-up questions about the same data, the button quietly flags critical findings, and an administrator can switch it on for any list screen from settings. Available first on the Tickets list and individual tickets, with on/off control per role and per screen.
✨ Smarter ticket answers — On the Tickets screen the assistant can now look up the actual tickets behind the numbers — by status, priority, department, oldest first, or by searching a keyword — and open an individual ticket for detail. Follow-up questions now get specific, useful answers and next steps instead of only the summary figures.
✨ Quicker to use — The assistant now offers one-tap suggested questions, lets you jump from an insight straight to the tickets behind it, and you can give a quick thumbs up or down on any answer to help it improve.
???? Visitor Registration dropdowns — Removed an unnecessary divider line that appeared partway down the Vehicle Make and Vehicle Model lists, so the options now scroll as one clean, continuous list.
???? New — Added an Asset Defect Check right on the work-order detail page (next to Scope of Work): mark the linked equipment defective in one click — choose Yes, set the repair due date, and apply — without opening the edit form. If the equipment is already flagged defective, the panel shows that with a link to its history.
???? Fixed — Priority alerts (in-app and email) now name the affected equipment instead of showing a blank placeholder. When a reported equipment number doesn't match a known asset, the alert shows that equipment number so responders still know what's affected.
???? New — Added Tickets panels to your home dashboard: a main *Tickets Overview* with at-a-glance cards for total and per-status counts, a 14-day trend chart, and a priority breakdown; plus a side panel showing the status breakdown (with progress bars) and your most recent tickets. They only appear for staff who can view tickets.
✨ Improved — The Daily Equipment Monitoring form now sets the Encoder to you automatically (no more typing your name and email), and lets you pick a different staff member from a searchable list if you're entering on someone else's behalf — their email fills in automatically.
???? New — Added a Defective Assets panel to your home dashboard with quick-access tiles that jump straight to the defective-assets list, the Daily Equipment Monitoring form, and the defect categories — each tile appears only if you have access to that screen. Also refreshed the icons on the Defective Assets screen for a cleaner, consistent look.
???? New — A new Data Sources & Settings screen lets an administrator set everything up without any technical help. From one place you can turn each watched area on or off (work orders, customer tickets, defective equipment, regulatory documents, permits), set how long a ticket can sit before it counts as overdue, choose which equipment statuses mean "defective" from a picker, open the Regulatory Compliance gate when you're ready, switch on mobile push alerts, include report-only backlogs in the Red Flag Report, and choose who receives the weekly red-flag summary.
???? The "More" section now works as a parent switch — In the Property Management layout, turning off the "More" section header now hides the whole group at once — the "More" heading and every module gathered under it disappear from the sidebar, while your curated groups and the Dashboard stay put. Turn it back on to restore them. This makes it easy to hide everything outside the curated layout in one click instead of switching off each module individually.
???? Push Notifications — Fixed an issue where a user did not receive push notifications for a newly added account until they signed out and signed back in. Notifications now reach the user's devices right away, even for access granted after their last sign-in — including announcements sent to everyone or to all members of a client.
???? Changed — Closing a work order that's linked to a piece of equipment now requires answering the "Any asset Defects or Alarms?" question before it can be marked complete — choose Yes and set the repair due date (the equipment is flagged defective and a repair task opens automatically), or choose No to close it with no change.
???? Ask by voice — A microphone now appears in the assistant chat: speak your question and it's turned into text for you to review and send. Available when a voice-capable AI provider is set up.
???? Fixed status of new units added to existing accounts — When someone who has already activated their account is added to another unit, that unit is now correctly marked as still needing its details completed: the person receives the new-property notification in the app and is asked to fill in the new unit's information when they sign in, while their account continues to show as Activated. Previously the new unit was treated as already completed, so neither the notification nor the request for details appeared.
✨ See your words as you speak — When you use the microphone, your words now appear in the box in real time as you talk, so you can see exactly what's being captured before you send it.
✨ Refreshed look — The Tickets list has a cleaner, more consistent design: a clear titled header with updated icons, the ticket counts shown as summary cards, the SLA status tiles as tidy cards with a colored marker, and the SLA Countdown and Overdue panels presented side by side as easy-to-read cards. The status filter also shows each status in its own color. All filters, columns, and tools work exactly as before.
???? Fixed — Completing a work order that's linked to a piece of equipment now correctly shows the "Any asset Defects or Alarms?" question and, on Yes, flags that equipment as defective and opens the repair follow-up. (Previously the link between a work order and its equipment wasn't recognised, so the prompt never appeared.)
✨ Improved — The repair task that's created automatically is now clearly named "Defective Asset"; the Daily Equipment Monitoring form now saves the evidence files you attach (listed on the submission for download) and pre-fills today's date.
???? Hiding modules under "More" now works for every item, even on very large menus — On menus with many modules (especially with the Property Management layout active), turning a module off under the "More" section sometimes had no effect after saving — for example hiding "Property Audit" left it on the sidebar. Saving a large menu was quietly dropping part of the configuration, so changes to items further down the list were lost. The menu now saves completely no matter how many modules and sub-items it contains, so every Disabled, rename, and reorder choice is reliably kept.