Changelog

Follow all system updates and improvements

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June 2026

Customer Accounts

???? Customer Accounts — The "new property available" notice is no longer sent while an account is still pending activation — for example, right after importing the account, even when that person already exists in the platform directory. It now goes out only once the account is fully activated.

Fixed — On the Hierarchy screen, the staff search picker's list was cut off inside its column and couldn't be read; it now opens as a full overlay so you can see and choose staff.

???? Fixed — On the Hierarchy screen, the staff search picker's list was cut off inside its column and couldn't be read; it now opens as a full overlay so you can see and choose staff.

New — You can now set up your escalation chain directly on the Hierarchy screen: each level (Property Manager/Owner, Operations Manager, Associate Director, Director, President, and Subject-Matter Expert) shows who is assigned, and you can add a staff member with a searchable picker or remove one — so escalations route to the right people without any behind-the-scenes setup.

???? New — You can now set up your escalation chain directly on the Hierarchy screen: each level (Property Manager/Owner, Operations Manager, Associate Director, Director, President, and Subject-Matter Expert) shows who is assigned, and you can add a staff member with a searchable picker or remove one — so escalations route to the right people without any behind-the-scenes setup.

Improved — The "Load sample data" option now also fills in example scheduled-run history and example regulatory/permit red flags, so a new setup can explore the Scheduled Run Log and the regulatory items on the Red Flag Report without waiting for live activity.

✨ Improved — The "Load sample data" option now also fills in example scheduled-run history and example regulatory/permit red flags, so a new setup can explore the Scheduled Run Log and the regulatory items on the Red Flag Report without waiting for live activity.

Improved — The Red Flag Report now names the level each item has reached (Property Manager, Director, President…) instead of a short code, and a long-standing defective item now reads "Over 90 days overdue" instead of a code.

✨ Improved — The Red Flag Report now names the level each item has reached (Property Manager, Director, President…) instead of a short code, and a long-standing defective item now reads "Over 90 days overdue" instead of a code.

Fixed — The escalation rules screen and the activity log now show friendly names everywhere — the rule list no longer shows internal codes, and the activity log shows the staff member's name instead of a number and a plain-English run status. The Red Flag Report is also now reliably available as a ready-to-use source in Reporting Studio on existing setups.

???? Fixed — The escalation rules screen and the activity log now show friendly names everywhere — the rule list no longer shows internal codes, and the activity log shows the staff member's name instead of a number and a plain-English run status. The Red Flag Report is also now reliably available as a ready-to-use source in Reporting Studio on existing setups.

Fixed — Reports and logs now show friendly names instead of internal codes — for example "Work Orders", "Defective Equipment", "90 days overdue" and "Setting updated" — across the dashboard, the Red Flag Report, the activity log and spreadsheet exports, in both English and Portuguese. Also fixed the Red Flag Report not appearing in the sidebar on systems using the curated menu; it is now added automatically while still letting you move or remove it, and fixed an error that could occur when mobil

???? Fixed — Reports and logs now show friendly names instead of internal codes — for example "Work Orders", "Defective Equipment", "90 days overdue" and "Setting updated" — across the dashboard, the Red Flag Report, the activity log and spreadsheet exports, in both English and Portuguese. Also fixed the Red Flag Report not appearing in the sidebar on systems using the curated menu; it is now added automatically while still letting you move or remove it, and fixed an error that could occur when mobile push alerts were switched on.

Improved — The Red Flag Report can now also include items that are waiting on action but don't have a due date — pending amenity/service requests, parcels awaiting pickup, and visitors awaiting approval — grouped by how long they've been waiting. This overlay is off by default and can be switched on.

✨ Improved — The Red Flag Report can now also include items that are waiting on action but don't have a due date — pending amenity/service requests, parcels awaiting pickup, and visitors awaiting approval — grouped by how long they've been waiting. This overlay is off by default and can be switched on.

Task Type on new tasks

???? Task Type on new tasks — When creating a new task, the Task Type list now offers only Corrective Maintenance, Planned Maintenance, Self-Assessment, and Others. Types from records converted from other modules remain available when applicable.

Scheduled Report Emails

Scheduled Report Emails — Automated compliance report emails now use translated report titles and subjects instead of internal report codes, matching the names shown on the Reports screen.

Contacts

Contacts — Updated the gender selection option in the client profile and contact form to display "Prefer not to say" instead of "Other".

Scheduled Report Emails

Scheduled Report Emails — Automated compliance report emails now use translated report titles and subjects instead of internal report codes, matching the names shown on the Reports screen.

Items List

???? Items List — Fixed the Out of stock alert filter so it correctly shows only items with zero inventory.

Contacts

Contacts — Updated the gender selection option in the client profile and contact form to display "Prefer not to say" instead of "Other".

New — Added a Red Flag Report that summarises all open escalations by how far up the chain they have reached — Property Manager, Area/Operations Manager, Associate Director, Director, and HQ — with a drill-down to each item and a spreadsheet export. It's also available as a ready-to-use source in Reporting Studio, and a weekly summary can be sent to HQ.

???? New — Added a Red Flag Report that summarises all open escalations by how far up the chain they have reached — Property Manager, Area/Operations Manager, Associate Director, Director, and HQ — with a drill-down to each item and a spreadsheet export. It's also available as a ready-to-use source in Reporting Studio, and a weekly summary can be sent to HQ.

New — Escalation alerts can now also be sent as mobile push notifications, opening straight to the item. This is off by default and can be switched on where mobile notifications are available.

???? New — Escalation alerts can now also be sent as mobile push notifications, opening straight to the item. This is off by default and can be switched on where mobile notifications are available.

New — Escalation Control can now watch your equipment and escalate items left in a defective / out-of-service state, counting from when they first went defective. You choose which statuses count as defective, and (like the other sources) it stays off until switched on. Overdue preventive maintenance is already covered by the work-order watch.

???? New — Escalation Control can now watch your equipment and escalate items left in a defective / out-of-service state, counting from when they first went defective. You choose which statuses count as defective, and (like the other sources) it stays off until switched on. Overdue preventive maintenance is already covered by the work-order watch.

New — Escalation Control can now watch your regulatory documents and permits and escalate any that are approaching or past their expiry. These stay switched off until the Regulatory Compliance area is confirmed ready, then turn on together.

???? New — Escalation Control can now watch your regulatory documents and permits and escalate any that are approaching or past their expiry. These stay switched off until the Regulatory Compliance area is confirmed ready, then turn on together.

New — Escalation Control can now watch your live Work Orders and escalate any that are approaching or past their due date, and watch Complaints / customer tickets and escalate any that exceed their service window. Each source is off until an administrator switches it on, and the service window is adjustable.

???? New — Escalation Control can now watch your live Work Orders and escalate any that are approaching or past their due date, and watch Complaints / customer tickets and escalate any that exceed their service window. Each source is off until an administrator switches it on, and the service window is adjustable.

Improved — Behind-the-scenes groundwork so Escalation Control can connect to your live work orders, permits and equipment as ready-to-configure sources. No change to how it behaves today.

✨ Improved — Behind-the-scenes groundwork so Escalation Control can connect to your live work orders, permits and equipment as ready-to-configure sources. No change to how it behaves today.

Fixed — On systems using a curated sidebar menu, Escalation Control now adds itself to that menu automatically so it appears without manual setup. It's added once and your menu arrangement is preserved, so you can still move or remove it.

???? Fixed — On systems using a curated sidebar menu, Escalation Control now adds itself to that menu automatically so it appears without manual setup. It's added once and your menu arrangement is preserved, so you can still move or remove it.

Fixed — The Escalation Control menu now appears reliably in the sidebar for anyone with access to at least one of its screens, and both the Scheduled Run Log and the Activity Log now show as separate menu entries.

???? Fixed — The Escalation Control menu now appears reliably in the sidebar for anyone with access to at least one of its screens, and both the Scheduled Run Log and the Activity Log now show as separate menu entries.

New — Administrators can now load a set of example escalations straight from the dashboard with a "Load sample data" button, making it easy to explore the dashboard, alerts and reports on a new setup. It is safe to run more than once and only affects its own example records.

???? New — Administrators can now load a set of example escalations straight from the dashboard with a "Load sample data" button, making it easy to explore the dashboard, alerts and reports on a new setup. It is safe to run more than once and only affects its own example records.

Scheduled Report Emails

Scheduled Report Emails — Automated compliance report emails now use translated report titles and subjects instead of internal report codes, matching the names shown on the Reports screen.

Items List

???? Items List — Fixed the Out of stock alert filter so it correctly shows only items with zero inventory.

Contacts

Contacts — Updated the gender selection option in the client profile and contact form to display "Prefer not to say" instead of "Other".

New — Added a Red Flag Report that summarises all open escalations by how far up the chain they have reached — Property Manager, Area/Operations Manager, Associate Director, Director, and HQ — with a drill-down to each item and a spreadsheet export. It's also available as a ready-to-use source in Reporting Studio, and a weekly summary can be sent to HQ.

???? New — Added a Red Flag Report that summarises all open escalations by how far up the chain they have reached — Property Manager, Area/Operations Manager, Associate Director, Director, and HQ — with a drill-down to each item and a spreadsheet export. It's also available as a ready-to-use source in Reporting Studio, and a weekly summary can be sent to HQ.

New — Escalation alerts can now also be sent as mobile push notifications, opening straight to the item. This is off by default and can be switched on where mobile notifications are available.

???? New — Escalation alerts can now also be sent as mobile push notifications, opening straight to the item. This is off by default and can be switched on where mobile notifications are available.

New — Escalation Control can now watch your equipment and escalate items left in a defective / out-of-service state, counting from when they first went defective. You choose which statuses count as defective, and (like the other sources) it stays off until switched on. Overdue preventive maintenance is already covered by the work-order watch.

???? New — Escalation Control can now watch your equipment and escalate items left in a defective / out-of-service state, counting from when they first went defective. You choose which statuses count as defective, and (like the other sources) it stays off until switched on. Overdue preventive maintenance is already covered by the work-order watch.

New — Escalation Control can now watch your regulatory documents and permits and escalate any that are approaching or past their expiry. These stay switched off until the Regulatory Compliance area is confirmed ready, then turn on together.

???? New — Escalation Control can now watch your regulatory documents and permits and escalate any that are approaching or past their expiry. These stay switched off until the Regulatory Compliance area is confirmed ready, then turn on together.

New — Escalation Control can now watch your live Work Orders and escalate any that are approaching or past their due date, and watch Complaints / customer tickets and escalate any that exceed their service window. Each source is off until an administrator switches it on, and the service window is adjustable.

???? New — Escalation Control can now watch your live Work Orders and escalate any that are approaching or past their due date, and watch Complaints / customer tickets and escalate any that exceed their service window. Each source is off until an administrator switches it on, and the service window is adjustable.

Improved — Behind-the-scenes groundwork so Escalation Control can connect to your live work orders, permits and equipment as ready-to-configure sources. No change to how it behaves today.

✨ Improved — Behind-the-scenes groundwork so Escalation Control can connect to your live work orders, permits and equipment as ready-to-configure sources. No change to how it behaves today.

Fixed — On systems using a curated sidebar menu, Escalation Control now adds itself to that menu automatically so it appears without manual setup. It's added once and your menu arrangement is preserved, so you can still move or remove it.

???? Fixed — On systems using a curated sidebar menu, Escalation Control now adds itself to that menu automatically so it appears without manual setup. It's added once and your menu arrangement is preserved, so you can still move or remove it.

Fixed — The Escalation Control menu now appears reliably in the sidebar for anyone with access to at least one of its screens, and both the Scheduled Run Log and the Activity Log now show as separate menu entries.

???? Fixed — The Escalation Control menu now appears reliably in the sidebar for anyone with access to at least one of its screens, and both the Scheduled Run Log and the Activity Log now show as separate menu entries.

New — Administrators can now load a set of example escalations straight from the dashboard with a "Load sample data" button, making it easy to explore the dashboard, alerts and reports on a new setup. It is safe to run more than once and only affects its own example records.

???? New — Administrators can now load a set of example escalations straight from the dashboard with a "Load sample data" button, making it easy to explore the dashboard, alerts and reports on a new setup. It is safe to run more than once and only affects its own example records.

Fixed

???? Fixed — Staff with approver assignments can open the approvals queue again without an error; pending items for their role and mall now load correctly.

Document Type Permissions

???? Document Type Permissions — Updating a document type's active/inactive status (the on-page Activate/Deactivate switches and bulk enable/disable) is now its own role permission, so it can be granted separately — supporting segregation of duties. Permission to import document types is now controlled in the Import Center, where each import has its own permission, instead of under Building Management. Viewing the list is unaffected.

Approval Queue Ordering

Approval Queue Ordering — The Regulatory Compliance approval queue now sorts by "Pending Since" (oldest first) by default and behaves like the other lists in the system, so the requests waiting longest sit at the top and the queue can be searched, sorted, and paged reliably.

Amenity Description Email Merge Field

Amenity Description Email Merge Field — Added the amenity description as an available email merge field, allowing property managers to include the amenity profile's details in automated email notifications.

Service Description Email Merge Field

Service Description Email Merge Field — Added the service description as an available email merge field, allowing property managers to include the service profile's details in automated email notifications.

Ticket Field Access — more fields

Ticket Field Access — more fields — The per-role field access editor now also covers Job Category, Job Sub-Category, Service Level Agreement, Level of Completion, Service Category, Type, and Sub-Type. Administrators can choose, for each of these fields, whether a role has No Access, Read-Only, or Read/Write access, just like every other ticket field.

Service Request Time Slots

???? Service Request Time Slots — Mobile and connected apps can now request the available start times for a selected day when booking a service, using the same booking rules as the resident portal (minimum visit duration, advance notice, daily limits, and per-time-slot capacity). The list of available days for services was also aligned with those same rules.

Scope of Work answers preserved

???? Scope of Work answers preserved — Editing a Scope of Work template no longer hides previously saved answers on existing tasks and work orders.

Fixed

???? Fixed — Staff with approver assignments can open the approvals queue again without an error; pending items for their role and mall now load correctly.

Document Type Permissions

???? Document Type Permissions — Updating a document type's active/inactive status (the on-page Activate/Deactivate switches and bulk enable/disable) is now its own role permission, so it can be granted separately — supporting segregation of duties. Permission to import document types is now controlled in the Import Center, where each import has its own permission, instead of under Building Management. Viewing the list is unaffected.

Approval Queue Ordering

Approval Queue Ordering — The Regulatory Compliance approval queue now sorts by "Pending Since" (oldest first) by default and behaves like the other lists in the system, so the requests waiting longest sit at the top and the queue can be searched, sorted, and paged reliably.

Amenity Description Email Merge Field

Amenity Description Email Merge Field — Added the amenity description as an available email merge field, allowing property managers to include the amenity profile's details in automated email notifications.

Service Description Email Merge Field

Service Description Email Merge Field — Added the service description as an available email merge field, allowing property managers to include the service profile's details in automated email notifications.

Ticket Field Access — more fields

Ticket Field Access — more fields — The per-role field access editor now also covers Job Category, Job Sub-Category, Service Level Agreement, Level of Completion, Service Category, Type, and Sub-Type. Administrators can choose, for each of these fields, whether a role has No Access, Read-Only, or Read/Write access, just like every other ticket field.

Fixed — The Escalation Control screens opened but did not display their information or respond to clicks; the dashboard, the escalation matrix and the other screens now load their data and work as expected.

???? Fixed — The Escalation Control screens opened but did not display their information or respond to clicks; the dashboard, the escalation matrix and the other screens now load their data and work as expected.