Changelog
Follow all system updates and improvements
Follow all system updates and improvements
✨ 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.
???? 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.
???? 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.
???? 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.
???? 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".
✨ Filing a deviation moves the document to Pending — When a Deviation Form is filed against a document that is still For Review, the document now moves to Pending, making it clear at a glance that a deviation is in progress for it.
???? Formal approval document required for a Board/Principal Decision — When "Board/Principal Decision" is chosen as the reason for yellow-tagging on a Deviation Form, the person filing it must now attach the formal approval document before the form can be submitted. The attachment is shown to every reviewer and included on the printed form, so the decision is always backed by evidence on file.
???? 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.
???? 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 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.
✨ Cleaner numbers everywhere — Targets & Budgets, Costs per Unit, alert detail values and the reading-entry preview now show two decimal places instead of four.
???? 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.
✨ Improved — Date and time fields on the request form now display correctly on Apple Safari (Mac and iPhone) browsers.
???? 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.
✨ 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.
???? 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.
???? Requestor is now notified when their deviation is rejected — When a Deviation Form is rejected, the person who filed it now receives a notification (bell and email), not only the compliance team, so they know immediately that it needs their attention.
???? Fixed — A permit request can now be saved as a draft even when the required fields are not yet filled in; the required-field checks only apply when you submit.
???? 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 — 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 — The Material Used column in custom task reports now shows the parts and materials recorded on each work order, both on screen and in the Excel, CSV, and PDF exports, even when that field is labeled with a longer heading on the work order form.
???? 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 — The Materials Used column on the Tasks list now shows the parts and materials entered on each work order's Scope of Work, and carries through when the list is exported, instead of always appearing blank.
✨ 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.
⚠️ 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.
???? 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.
???? 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 — 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 — 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."
✨ 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.
⚠️ 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.
???? 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.
???? 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 — 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 — 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."
✨ 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.
✨ 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.
???? Fixed — The visitor check-in QR scanner no longer reports a background error on other screens; it now starts only on the check-in page where the scanner is actually shown.
???? Fixed — Corrected a background formatting issue that could stop some on-screen updates in the platform from refreshing on their own, so changes now appear immediately without needing to reload the page.
???? 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.
???? Fixed — Corrected a background formatting issue that could stop some on-screen updates in the platform from refreshing on their own, so changes now appear immediately without needing to reload the page.
???? Fixed — The printed work order now shows the Scope of Work checklist exactly as answered: each question shows only the option that was actually chosen (no more Yes and No both marked), typed notes appear in the right field, and questions nobody answered stay blank.
✨ 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.
✨ Faster Assets dashboard and device alerts — The Assets dashboard now loads much faster on large inventories, and the live device-alert check that runs in the background no longer slows the rest of the system down.
???? 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.
???? Changed — Technicians must finish the Scope of Work to 100% before they can set a task to Awaiting Feedback, Waiting for Materials, or stop the timer. Tasks without a Scope of Work are not blocked. Staff with edit access can still perform these actions when needed.
✨ Faster loading across the platform — Dashboards, task lists, activity history, and reports now load noticeably quicker, especially on busy accounts with a large amount of history. Screens that previously took several seconds and sometimes needed a refresh to show their data now respond right away.
???? 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.
✨ 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.
✨ 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.