Changelog

Follow all system updates and improvements

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April 2026

Initial release notes

???? Initial release notes — Documented the current state of Menu Setup, including drag-and-drop ordering of the main sidebar and setup menu, renaming of entries, hiding unused items, and adding custom links.

Initial release notes

???? Initial release notes — Documented the current state of API Services, including the set of records exposed to partners (customers, contacts, leads, invoices, items, projects, tasks, tickets, staff, milestones), the key-management screen, and the admin menu for managing integrations.

Initial release notes

???? Initial release notes — Documented the current state of Accounting and Bookkeeping, including the chart of accounts, automatic conversion of invoices and payments into accounting entries, the full set of financial reports (balance sheet, profit and loss, cash flow), bank transfers, manual journal entries, budgets, bank reconciliation, and Excel bank-statement import.

Initial release notes

???? Initial release notes — Documented the current state of Menu Setup, including drag-and-drop ordering of the main sidebar and setup menu, renaming of entries, hiding unused items, and adding custom links.

Initial release notes

???? Initial release notes — Documented the current state of API Services, including the set of records exposed to partners (customers, contacts, leads, invoices, items, projects, tasks, tickets, staff, milestones), the key-management screen, and the admin menu for managing integrations.

Ticket Summary Status Columns

???? Ticket Summary Status Columns — Fixed the Ticket Summary section to dynamically display all ticket statuses configured in the system instead of a fixed set, ensuring all tickets are counted correctly regardless of custom status names.

Ticket Summary Status Columns

???? Ticket Summary Status Columns — Fixed the Ticket Summary section to dynamically display all ticket statuses configured in the system instead of a fixed set, ensuring all tickets are counted correctly regardless of custom status names.

Ticket Summary Status Columns

???? Ticket Summary Status Columns — Fixed the Ticket Summary section to dynamically display all ticket statuses configured in the system instead of a fixed set, ensuring all tickets are counted correctly regardless of custom status names.

PDF Export Format

???? PDF Export Format — Fixed inconsistencies between the exported PDF file and the report display, ensuring column headers, total labels, row order, and chart titles match the on-screen view for accurate reporting.

Regulatory Compliance Active Count

???? Regulatory Compliance Active Count — Fixed the Active Document Types column to show the full catalog of active document types per department instead of only those that already have documents registered, giving an accurate inventory baseline.

Chart Readability

Chart Readability — Improved chart scaling with dynamic height based on the number of categories, preventing label overlap and ensuring the axis scale remains readable for both small and large datasets.

PDF Export Format

???? PDF Export Format — Fixed inconsistencies between the exported PDF file and the report display, ensuring column headers, total labels, row order, and chart titles match the on-screen view for accurate reporting.

Regulatory Compliance Active Count

???? Regulatory Compliance Active Count — Fixed the Active Document Types column to show the full catalog of active document types per department instead of only those that already have documents registered, giving an accurate inventory baseline.

Chart Readability

Chart Readability — Improved chart scaling with dynamic height based on the number of categories, preventing label overlap and ensuring the axis scale remains readable for both small and large datasets.

PDF Export Format

???? PDF Export Format — Fixed inconsistencies between the exported PDF file and the report display, ensuring column headers, total labels, row order, and chart titles match the on-screen view for accurate reporting.

Regulatory Compliance Active Count

???? Regulatory Compliance Active Count — Fixed the Active Document Types column to show the full catalog of active document types per department instead of only those that already have documents registered, giving an accurate inventory baseline.

Chart Readability

Chart Readability — Improved chart scaling with dynamic height based on the number of categories, preventing label overlap and ensuring the axis scale remains readable for both small and large datasets.

Excel Export Format

???? Excel Export Format — Fixed inconsistencies between the exported Excel file and the report display, ensuring column headers, total labels, and data alignment match the on-screen view for accurate reporting.

Excel Export Format

???? Excel Export Format — Fixed inconsistencies between the exported Excel file and the report display, ensuring column headers, total labels, and data alignment match the on-screen view for accurate reporting.

Excel Export Format

???? Excel Export Format — Fixed inconsistencies between the exported Excel file and the report display, ensuring column headers, total labels, and data alignment match the on-screen view for accurate reporting.

Fixed an issue when creating a ticket from a QR code scan on a specific asset

???? Fixed an issue when creating a ticket from a QR code scan on a specific asset

Fixed an issue when creating a ticket from a QR code scan on a specific asset

???? Fixed an issue when creating a ticket from a QR code scan on a specific asset

Fixed an issue when creating a ticket from a QR code scan on a specific asset

???? Fixed an issue when creating a ticket from a QR code scan on a specific asset

Fixed a data inconsistency on the dashboard when displaying rejected booking requests.

Fixed a data inconsistency on the dashboard when displaying rejected booking requests.

Fixed a data inconsistency on the dashboard when displaying rejected booking requests.

Fixed a data inconsistency on the dashboard when displaying rejected booking requests.

Enhanced Invalid task handling with improved read-only enforcement, deletion protection, and table row locking for Invalid tasks across all task views.

Enhanced Invalid task handling with improved read-only enforcement, deletion protection, and table row locking for Invalid tasks across all task views.

Fixed a data inconsistency on the dashboard when displaying rejected booking requests.

Fixed a data inconsistency on the dashboard when displaying rejected booking requests.

Fixed a data inconsistency on the dashboard when displaying rejected booking requests.

Fixed a data inconsistency on the dashboard when displaying rejected booking requests.

Fixed a data inconsistency on the dashboard when displaying rejected booking requests.

Fixed a data inconsistency on the dashboard when displaying rejected booking requests.

Enhanced Invalid task handling with improved read-only enforcement, deletion protection, and table row locking for Invalid tasks across all task views.

Enhanced Invalid task handling with improved read-only enforcement, deletion protection, and table row locking for Invalid tasks across all task views.

Fixed a data inconsistency on the dashboard when displaying rejected booking requests.

Fixed a data inconsistency on the dashboard when displaying rejected booking requests.

Fixed a data inconsistency on the dashboard when displaying rejected booking requests.

Fixed a data inconsistency on the dashboard when displaying rejected booking requests.

Fixed a data inconsistency on the dashboard when displaying rejected booking requests.

Fixed a data inconsistency on the dashboard when displaying rejected booking requests.

Enhanced Invalid task handling with improved read-only enforcement, deletion protection, and table row locking for Invalid tasks across all task views.

Enhanced Invalid task handling with improved read-only enforcement, deletion protection, and table row locking for Invalid tasks across all task views.

Fixed a data inconsistency on the dashboard when displaying rejected booking requests.

Fixed a data inconsistency on the dashboard when displaying rejected booking requests.

Improved export functionality for ticket and task reports.

Improved export functionality for ticket and task reports.

Initial release — Automated thank-you email sent to customers after they accept and sign a contract, with full template customization, enable/disable toggle, and template status monitoring.

Initial release — Automated thank-you email sent to customers after they accept and sign a contract, with full template customization, enable/disable toggle, and template status monitoring.

Improved export functionality for ticket and task reports.

Improved export functionality for ticket and task reports.

Improved export functionality for ticket and task reports.

Improved export functionality for ticket and task reports.

Improved export functionality for ticket and task reports.

Improved export functionality for ticket and task reports.

Initial release — Automated thank-you email sent to customers after they accept and sign a contract, with full template customization, enable/disable toggle, and template status monitoring.

Initial release — Automated thank-you email sent to customers after they accept and sign a contract, with full template customization, enable/disable toggle, and template status monitoring.

Improved export functionality for ticket and task reports.

Improved export functionality for ticket and task reports.

Improved export functionality for ticket and task reports.

Improved export functionality for ticket and task reports.

Improved export functionality for ticket and task reports.

Improved export functionality for ticket and task reports.

Initial release — Automated thank-you email sent to customers after they accept and sign a contract, with full template customization, enable/disable toggle, and template status monitoring.

Initial release — Automated thank-you email sent to customers after they accept and sign a contract, with full template customization, enable/disable toggle, and template status monitoring.

Improved export functionality for ticket and task reports.

Improved export functionality for ticket and task reports.

Improved export functionality for ticket and task reports.

Improved export functionality for ticket and task reports.

Initial documentation — Interactive ticket and task analytics platform including KPI dashboard with charts and date controls, status dashboard with priority and building filters, custom report generator with step-by-step wizard, ticket timeline view, individual and bulk ticket/task export, PM coverage reporting for asset maintenance gaps, ticket import from Google Sheets and files, scheduled report delivery via email, saveable report presets, client-facing dashboard, and multi-format export (PDF

???? Initial documentation — Interactive ticket and task analytics platform including KPI dashboard with charts and date controls, status dashboard with priority and building filters, custom report generator with step-by-step wizard, ticket timeline view, individual and bulk ticket/task export, PM coverage reporting for asset maintenance gaps, ticket import from Google Sheets and files, scheduled report delivery via email, saveable report presets, client-facing dashboard, and multi-format export (PDF, Excel, CSV).

Initial documentation — Self-service report creation and export tool covering Property Management and Maintenance Management data sources, with column selection, advanced filtering, live preview, multi-format export (CSV, XLSX, PDF), searchable report archive, automated scheduled report generation, multi-domain data aggregation, and automatic retention management.

???? Initial documentation — Self-service report creation and export tool covering Property Management and Maintenance Management data sources, with column selection, advanced filtering, live preview, multi-format export (CSV, XLSX, PDF), searchable report archive, automated scheduled report generation, multi-domain data aggregation, and automatic retention management.

Initial documentation — Full fleet lifecycle management including vehicles, drivers (with hierarchical status system), transactions, work performance logbooks, benefits & penalties, events, work orders, garages, maintenance, fuel tracking, parts inventory, insurance management, automated inspections, bookings (with client portal), 17+ report types, and comprehensive settings.

???? Initial documentation — Full fleet lifecycle management including vehicles, drivers (with hierarchical status system), transactions, work performance logbooks, benefits & penalties, events, work orders, garages, maintenance, fuel tracking, parts inventory, insurance management, automated inspections, bookings (with client portal), 17+ report types, and comprehensive settings.