Changelog

Follow all system updates and improvements

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August 2026

Filter staff by role and status

???? Filter staff by role and status — On the staff list you can now filter by role and by active or inactive status.

New

???? New — The Escalations Dashboard now includes five breakdown charts alongside the overall one: defective equipment by system, tickets by type, tickets by job type, work orders by task type, and compliance documents by how long they are past their expiry date. Each chart reflects the property you are viewing.

Changed

???? Changed — Escalations that have been resolved or closed no longer count towards the dashboard figures, so the totals and charts show live work only.

Improved

Improved — The overdue and long-term defective figures are back on the dashboard, now grouped directly beneath the two headline figures.

Staff list search by role

???? Staff list search by role — Searching the staff list now also matches the text shown in the Role column, so typing a role name finds every team member with that role.

Improved — The Preventive Maintenance, Corrective Maintenance and Regulatory Compliance reports now match the executive template, per the QA review. The maintenance SLA charts group their bars under Notice, Within SLA and Exceeded captions (in that order) instead of extra roll-up bars, and their side tables gained a merged Type column with a Days header; the Exceed SLA tables read Days and Exceeded where they said Aging; the Assignee and Class reports label their numbers Work Order, split every

✨ Improved — The Preventive Maintenance, Corrective Maintenance and Regulatory Compliance reports now match the executive template, per the QA review. The maintenance SLA charts group their bars under Notice, Within SLA and Exceeded captions (in that order) instead of extra roll-up bars, and their side tables gained a merged Type column with a Days header; the Exceed SLA tables read Days and Exceeded where they said Aging; the Assignee and Class reports label their numbers Work Order, split every column into Within SLA and Exceeded, and the asset grouping is now called Class. Compliance reports use the template colours (orange for No Upload, deep blue for For Validation), show the count inside every pie slice, keep a single Status and Permits table, rename the Expired and Notice table headers per the template, and highlight the entire row of any document in an Aging band. Report areas now open with the same tile layout as Tickets (one card per report family with its Open and Closed buttons; Expired and Notice cards with SLA and Type buttons), a ticket without a type reads "No Type", and no report title says "Executive". Downloads follow suit: PDF files now print on Legal size (8.5 x 14 in) pages in the same colours as the Excel file, and the Aging row highlight appears in Excel and PDF downloads too.

Improved

Improved — The editable table can now also be reused in other places that support it, such as a Table / Matrix item on a Scope of Work. No change to how existing table fields work.

Advanced field types in the Scope of Work

???? Advanced field types in the Scope of Work — When building a Scope of Work you can now add the same input types used by custom fields — text, number, text area, dropdown, multi-select, checkboxes, date, date and time, color, hyperlink, and the Table / Matrix — alongside the existing Checklist, Radio, and Text. Technicians fill these in on the task, their answers are saved, and they appear on the work order the same way the other Scope of Work items do. Turn it on under the Tasks Advanced Options settings.

Fixed saving a Scope of Work with options

???? Fixed saving a Scope of Work with options — Creating a Scope of Work that includes checklist, radio, or dropdown options now saves correctly instead of failing. The Scope of Work builder also now supports additional field types (added by the Tasks add-on).

Improved

Improved — The editable table can now also be reused in other places that support it, such as a Table / Matrix item on a Scope of Work. No change to how existing table fields work.

Advanced field types in the Scope of Work

???? Advanced field types in the Scope of Work — When building a Scope of Work you can now add the same input types used by custom fields — text, number, text area, dropdown, multi-select, checkboxes, date, date and time, color, hyperlink, and the Table / Matrix — alongside the existing Checklist, Radio, and Text. Technicians fill these in on the task, their answers are saved, and they appear on the work order the same way the other Scope of Work items do. Turn it on under the Tasks Advanced Options settings.

Fixed saving a Scope of Work with options

???? Fixed saving a Scope of Work with options — Creating a Scope of Work that includes checklist, radio, or dropdown options now saves correctly instead of failing. The Scope of Work builder also now supports additional field types (added by the Tasks add-on).

Iteration 8: mother meters selectable again, tidier reading form, and Performance streams that match the data

???? Iteration 8: mother meters selectable again, tidier reading form, and Performance streams that match the data — Fixed the Mother Meter list on Add Meter: choosing Sub-meter now offers the meters marked as Mother Meter (the list previously stayed empty unless a building had already been picked). On Add Reading, the Stream list now offers only the streams that are read from a meter - Fleet Fuel, Refrigerant and Waste have their own record screens, so they no longer appear here (a reading already saved against one of them still opens normally). Peak Demand (kW) and Peak Recorded At no longer show the asterisk that suggested they were required; they remain optional. On Performance, the Stream list now follows the Data you choose - Metered Consumption offers Electricity, Water, Chilled Water and LPG; Waste offers Waste; Refrigerant offers Refrigerant; and Non-Metered Fuel offers Fuel (Stationary) and Fleet Fuel - so a stream that cannot apply can no longer be chosen.

Pet Registration in Connected Apps

???? Pet Registration in Connected Apps — Residents can now register and edit their pets straight from the app: name, species, breed, color, gender, date of birth, size, microchip number, vaccination expiry date, notes, and a photo. The apartment is filled in automatically from the resident's own record, so nobody has to pick a unit, and the app shows every pet of that apartment — a pet registered by one member of the household is visible to everyone who lives there. Photos are automatically reduced to a smaller size when saved, so uploads stay fast and take less space. The status and the access permission of a pet remain under the property team's control — residents can see them but cannot change them from the app.

New

???? New — The Escalations Dashboard now shows an Active Escalation Breakdown chart, so you can see at a glance how many active escalations come from each area — defective equipment, tickets, work orders and compliance documents. The overview above it now highlights the two headline figures: active escalations and those awaiting acknowledgement.

Fixed

???? Fixed — Escalation emails could quietly pile up unsent while alerts still appeared in the app. The Escalation Control settings now show how many emails are waiting and let an administrator send them immediately, and any delivery failure is now recorded with the reason so it can be resolved quickly.

Fixed — The numbers on the report charts now appear on every environment. On some installations the count printed above each bar (and inside each colour segment on the Job Type charts) was not drawn, even though the rest of the report matched the template. The charts now display their values everywhere.

???? Fixed — The numbers on the report charts now appear on every environment. On some installations the count printed above each bar (and inside each colour segment on the Job Type charts) was not drawn, even though the rest of the report matched the template. The charts now display their values everywhere.

Changed — Tickets reports aligned to the executive template, per the QA review. Every bar chart now shows its count — above each bar (and inside each colour segment on the Job Type charts) — updating live with the filters. Chart colours now match the template: blue (#00b4d8) for SLA, the red aging gradient for Exceed SLA, and deep blue (#1D4D7A) for Within SLA, Location and Type. The summary tables gained the template's two-level header ("Business Unit" over SBU/Brand/Director/Property Count and

???? Changed — Tickets reports aligned to the executive template, per the QA review. Every bar chart now shows its count — above each bar (and inside each colour segment on the Job Type charts) — updating live with the filters. Chart colours now match the template: blue (#00b4d8) for SLA, the red aging gradient for Exceed SLA, and deep blue (#1D4D7A) for Within SLA, Location and Type. The summary tables gained the template's two-level header ("Business Unit" over SBU/Brand/Director/Property Count and the report's own grouping — Priority, Aging Type, Job Type, Location Type or Types — over the value columns), the Job Type summary now splits every job type into Within SLA and Exceeded sub-columns, and all report tables use the template's green header style with the red Aging Type end-cap. The detail group "Priority" was renamed "Ticket Details", Notice Type was removed from the Exceed SLA and Type reports, an empty job type now reads "No Job Type", and the Within reports label their numbers "Within SLA". The report heading no longer shows the company logo or the word "Executive". Closed tickets are now measured by when they were closed: a ticket resolved within its SLA stays Within SLA permanently, so Closed vs. Within SLA shows exactly the tickets that were closed on time.

Iteration 8: mother meters selectable again, tidier reading form, and Performance streams that match the data

???? Iteration 8: mother meters selectable again, tidier reading form, and Performance streams that match the data — Fixed the Mother Meter list on Add Meter: choosing Sub-meter now offers the meters marked as Mother Meter (the list previously stayed empty unless a building had already been picked). On Add Reading, the Stream list now offers only the streams that are read from a meter - Fleet Fuel, Refrigerant and Waste have their own record screens, so they no longer appear here (a reading already saved against one of them still opens normally). Peak Demand (kW) and Peak Recorded At no longer show the asterisk that suggested they were required; they remain optional. On Performance, the Stream list now follows the Data you choose - Metered Consumption offers Electricity, Water, Chilled Water and LPG; Waste offers Waste; Refrigerant offers Refrigerant; and Non-Metered Fuel offers Fuel (Stationary) and Fleet Fuel - so a stream that cannot apply can no longer be chosen.

Pet Registration in Connected Apps

???? Pet Registration in Connected Apps — Residents can now register and edit their pets straight from the app: name, species, breed, color, gender, date of birth, size, microchip number, vaccination expiry date, notes, and a photo. The apartment is filled in automatically from the resident's own record, so nobody has to pick a unit, and the app shows every pet of that apartment — a pet registered by one member of the household is visible to everyone who lives there. Photos are automatically reduced to a smaller size when saved, so uploads stay fast and take less space. The status and the access permission of a pet remain under the property team's control — residents can see them but cannot change them from the app.

New

???? New — The Escalations Dashboard now shows an Active Escalation Breakdown chart, so you can see at a glance how many active escalations come from each area — defective equipment, tickets, work orders and compliance documents. The overview above it now highlights the two headline figures: active escalations and those awaiting acknowledgement.

Fixed

???? Fixed — Escalation emails could quietly pile up unsent while alerts still appeared in the app. The Escalation Control settings now show how many emails are waiting and let an administrator send them immediately, and any delivery failure is now recorded with the reason so it can be resolved quickly.

Fixed — The numbers on the report charts now appear on every environment. On some installations the count printed above each bar (and inside each colour segment on the Job Type charts) was not drawn, even though the rest of the report matched the template. The charts now display their values everywhere.

???? Fixed — The numbers on the report charts now appear on every environment. On some installations the count printed above each bar (and inside each colour segment on the Job Type charts) was not drawn, even though the rest of the report matched the template. The charts now display their values everywhere.

Changed — Tickets reports aligned to the executive template, per the QA review. Every bar chart now shows its count — above each bar (and inside each colour segment on the Job Type charts) — updating live with the filters. Chart colours now match the template: blue (#00b4d8) for SLA, the red aging gradient for Exceed SLA, and deep blue (#1D4D7A) for Within SLA, Location and Type. The summary tables gained the template's two-level header ("Business Unit" over SBU/Brand/Director/Property Count and

???? Changed — Tickets reports aligned to the executive template, per the QA review. Every bar chart now shows its count — above each bar (and inside each colour segment on the Job Type charts) — updating live with the filters. Chart colours now match the template: blue (#00b4d8) for SLA, the red aging gradient for Exceed SLA, and deep blue (#1D4D7A) for Within SLA, Location and Type. The summary tables gained the template's two-level header ("Business Unit" over SBU/Brand/Director/Property Count and the report's own grouping — Priority, Aging Type, Job Type, Location Type or Types — over the value columns), the Job Type summary now splits every job type into Within SLA and Exceeded sub-columns, and all report tables use the template's green header style with the red Aging Type end-cap. The detail group "Priority" was renamed "Ticket Details", Notice Type was removed from the Exceed SLA and Type reports, an empty job type now reads "No Job Type", and the Within reports label their numbers "Within SLA". The report heading no longer shows the company logo or the word "Executive". Closed tickets are now measured by when they were closed: a ticket resolved within its SLA stays Within SLA permanently, so Closed vs. Within SLA shows exactly the tickets that were closed on time.

Activity Log is clear again, with a separate detailed view

???? Activity Log is clear again, with a separate detailed view — The standard Activity Log under Utilities shows description, action, who did it, and the date, and can be filtered by date or team member. The full audit details (area of the system, before, and after) stay on the Detailed Activity Log screen.

Mandatory Fields for Task Creation

???? Mandatory Fields for Task Creation — The settings panel now includes a toggle for each of the following task fields: Assignees, Followers, Scope of Work, Service Category, SLA Level, Job Category, and Task Description. Any field turned on must be filled in before a task can be saved, and it is marked with a red asterisk on the task form. Subject and Start date remain always mandatory.

Improved

Improved — Scope of Work can now be chosen as a mandatory field for creating or editing a task, joining Assignees, Followers, Service Category, SLA Level, Job Category, and Task Description. Every field marked as mandatory shows a red asterisk on the task form and blocks saving until it is filled in.

Activity Log is clear again, with a separate detailed view

???? Activity Log is clear again, with a separate detailed view — The standard Activity Log under Utilities shows description, action, who did it, and the date, and can be filtered by date or team member. The full audit details (area of the system, before, and after) stay on the Detailed Activity Log screen.

Mandatory Fields for Task Creation

???? Mandatory Fields for Task Creation — The settings panel now includes a toggle for each of the following task fields: Assignees, Followers, Scope of Work, Service Category, SLA Level, Job Category, and Task Description. Any field turned on must be filled in before a task can be saved, and it is marked with a red asterisk on the task form. Subject and Start date remain always mandatory.

Improved

Improved — Scope of Work can now be chosen as a mandatory field for creating or editing a task, joining Assignees, Followers, Service Category, SLA Level, Job Category, and Task Description. Every field marked as mandatory shows a red asterisk on the task form and blocks saving until it is filled in.

Activity Log is clear again, with a separate detailed view

???? Activity Log is clear again, with a separate detailed view — The standard Activity Log under Utilities shows description, action, who did it, and the date, and can be filtered by date or team member. The full audit details (area of the system, before, and after) stay on the Detailed Activity Log screen.

Mandatory Fields for Task Creation

???? Mandatory Fields for Task Creation — The settings panel now includes a toggle for each of the following task fields: Assignees, Followers, Scope of Work, Service Category, SLA Level, Job Category, and Task Description. Any field turned on must be filled in before a task can be saved, and it is marked with a red asterisk on the task form. Subject and Start date remain always mandatory.

Improved

Improved — Scope of Work can now be chosen as a mandatory field for creating or editing a task, joining Assignees, Followers, Service Category, SLA Level, Job Category, and Task Description. Every field marked as mandatory shows a red asterisk on the task form and blocks saving until it is filled in.

Older copies of the same expired document are archived

???? Older copies of the same expired document are archived — When more than one Approved or Expired document shares the same name, the system now keeps only the newest (latest expiry date) and automatically archives the older copies. The Expired list no longer shows several versions of the same document.

Surveys on the Mobile App

Surveys on the Mobile App — Surveys are now available in the mobile app: people can browse the open surveys, open one to answer it, and the app shows right away whether they have already answered. Each person can answer a survey only once.

Survey Cover Image

Survey Cover Image — You can now upload a cover image for each survey when creating or editing it, replace it at any time, or remove it. Large pictures are automatically reduced so pages stay fast.

Surveys on the Mobile App

Surveys on the Mobile App — Surveys are now available in the mobile app: people can browse the open surveys, open one to answer it, and the app shows right away whether they have already answered. Each person can answer a survey only once.

Survey Cover Image

Survey Cover Image — You can now upload a cover image for each survey when creating or editing it, replace it at any time, or remove it. Large pictures are automatically reduced so pages stay fast.

Stock Export

Stock Export — Cleared a misleading warranty label under quantity so it is no longer mistaken for a unit of measure.

Task Type locked after creation

???? Task Type locked after creation — After a work order is created, Task Type is read-only by default so it cannot be changed by accident. Administrators can grant the Override Task Type permission in Roles to staff who need to change it. Authorized changes are recorded in the activity history.

Surveys in Connected Apps

???? Surveys in Connected Apps — Connected apps can now list the open surveys, open a survey to see its questions with the exact field types needed to build the form (single choice, multiple choice, short text, and long text), and send the answers back. Each response tells the app whether that person has already answered, so the app can show the survey as available or already completed. A person can answer a survey only once.

Fixed — "Remove test data" could fail on an environment where other parts of the system had already attached records to the sample items, which also prevented new test data from being created. Removal now clears related records first, handles each area independently, and reports anything it could not remove.

???? Fixed — "Remove test data" could fail on an environment where other parts of the system had already attached records to the sample items, which also prevented new test data from being created. Removal now clears related records first, handles each area independently, and reports anything it could not remove.

Fixed — Changing the number of rows shown (or sorting) on the Escalations Dashboard, Red Flag Report, Escalation Matrix, daily-summary recipients and backfill history no longer makes the list appear empty.

???? Fixed — Changing the number of rows shown (or sorting) on the Escalations Dashboard, Red Flag Report, Escalation Matrix, daily-summary recipients and backfill history no longer makes the list appear empty.

Fixed — Opening a regulatory document or permit from an escalation (on screen or from the email link) now opens that exact record instead of a broken page.

???? Fixed — Opening a regulatory document or permit from an escalation (on screen or from the email link) now opens that exact record instead of a broken page.

Fixed — The Acknowledge button now works for supervisors and administrators, and always tells you the result instead of appearing to do nothing.

???? Fixed — The Acknowledge button now works for supervisors and administrators, and always tells you the result instead of appearing to do nothing.

Improved — Escalations now show the item's real name (for example the work order or document title) instead of only a reference number.

✨ Improved — Escalations now show the item's real name (for example the work order or document title) instead of only a reference number.

Fixed — Work order escalations, which apply across all properties, were hidden from staff who only see specific properties; they are now visible to everyone in the chain.

???? Fixed — Work order escalations, which apply across all properties, were hidden from staff who only see specific properties; they are now visible to everyone in the chain.

Fixed — The Red Flag Report could omit recently overdue items because it only listed the longest-overdue ones; it now covers far more and states clearly when the list is shortened.

???? Fixed — The Red Flag Report could omit recently overdue items because it only listed the longest-overdue ones; it now covers far more and states clearly when the list is shortened.

Improved — The "View Escalations" shortcut now also appears on the Work Orders screens, and the dashboard filters are open by default so the property filter is easy to find.

✨ Improved — The "View Escalations" shortcut now also appears on the Work Orders screens, and the dashboard filters are open by default so the property filter is easy to find.

Fixed — "Send Daily Summary Now" now actually sends to the enrolled recipients and tells you honestly when there is nobody to send to; the enrolment switch is finally respected; and a failed run can no longer block all later summaries.

???? Fixed — "Send Daily Summary Now" now actually sends to the enrolled recipients and tells you honestly when there is nobody to send to; the enrolment switch is finally respected; and a failed run can no longer block all later summaries.