Changelog

Follow all system updates and improvements

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May 2026

Work orders from tickets

Work orders from tickets — When you add a work order from a ticket, the subject, due date, labels, and tags now carry over from that ticket automatically.

Improved

Improved — Refined the New Dashboard summary cards by removing the colored percentage bars only on Total WO and Cancelled while keeping them on the other status cards, and updated the work orders by trade chart so received and completed totals are labeled clearly with completion rates shown as percentages on the chart.

Work order due date from ticket

???? Work order due date from ticket — When you add a work order from a ticket, the due date now fills in from that ticket’s service level timing, including when the level comes from the job sub-category.

Work orders from tickets

Work orders from tickets — When you add a work order from a ticket, the subject, due date, labels, and tags now carry over from that ticket automatically.

Improved

Improved — Refined the New Dashboard summary cards by removing the colored percentage bars only on Total WO and Cancelled while keeping them on the other status cards, and updated the work orders by trade chart so received and completed totals are labeled clearly with completion rates shown as percentages on the chart.

Work order due date from ticket

???? Work order due date from ticket — When you add a work order from a ticket, the due date now fills in from that ticket’s service level timing, including when the level comes from the job sub-category.

Work orders from tickets

Work orders from tickets — When you add a work order from a ticket, the subject, due date, labels, and tags now carry over from that ticket automatically.

Permit & Certificate Tab

???? Permit & Certificate Tab — Added a new tab to the client profile that displays a list of their permits and certificates and allows requesting new ones using active templates.

Fixed grab handle icon rendering error on builder

???? Fixed grab handle icon rendering error on builder — The grab handles next to menu items in the customisation builder were displaying corrupted characters (≡) due to a character encoding conflict in the stylesheet. The icons have been updated to use safe CSS Unicode escape sequence formatting, ensuring they render correctly across all web browsers and server configurations.

Menu Customisation and Reordering Fixes

???? Menu Customisation and Reordering Fixes — Fixed drag-and-drop reordering issues that broke menu icons, and ensured all sidebar and settings menu items can be successfully renamed.

Reservation Charges Breakdown

???? Reservation Charges Breakdown — Service request details (administrator panel and resident portal) now show the basic rate, the add-on charges and the total amount as separate lines, with each add-on listed individually so it is clear what makes up the bill. Invoices automatically generated for new service requests also list the basic charge and each add-on on its own line. Existing requests created before this change keep showing only the total, unchanged.

Service Booking Calendar

???? Service Booking Calendar — Fixed several issues on the service booking screens, on both the administrator panel and the resident portal. After a request is approved, the full reserved time range now correctly appears as busy on the calendar (previously only the start time was being blocked). The calendar also now respects the configured number of simultaneous reservations allowed per time slot, and on the resident portal, days that have reached the maximum number of bookings are properly marked as unavailable.

Service Request Status Changes

???? Service Request Status Changes — Fixed an issue on the service request details page where approving, rejecting, or cancelling a request showed an "Error updating" message even though the new status had been saved correctly.

New Regulatory Document Types Import

???? New Regulatory Document Types Import — Compliance teams can now update regulatory document types (and their active/inactive status) through a spreadsheet. The flow lets you map columns when headers don't match, see a row-by-row preview showing what will be created, updated or left unchanged, and confirm before any change is applied. Every import is logged with the user, date and IP address for full auditability.

Bulk Import & Export of Document Types

???? Bulk Import & Export of Document Types — You can now download all regulatory document types as a spreadsheet, edit them in Excel, and re-upload to apply changes in bulk. Each upload shows a preview with how many entries will be created, updated, or left unchanged before you confirm. The list page also shows each document type's ID for easier identification when editing the spreadsheet. Every change is recorded in the activity log along with the user's IP address.

Reservation Charges Breakdown

???? Reservation Charges Breakdown — Amenity reservation details (administrator panel and resident portal) now show the basic rate, the add-on charges and the total amount as separate lines, with each add-on listed individually so it is clear what makes up the bill. Invoices automatically generated for new reservations also list the basic charge and each add-on on its own line. Existing reservations created before this change keep showing only the total, unchanged.

Customer Accounts

Customer Accounts — Updated the registration process so that a contact's status changes from pending to registered immediately after their activation email is successfully sent.

Reservation Pricing Detail

Reservation Pricing Detail — Price calculation and reservation responses for amenities and services now include an additional pricing breakdown (base amount, add-on charges, total, and per add-on line items) while keeping the existing price fields unchanged for current apps.

Permit & Certificate Tab

???? Permit & Certificate Tab — Added a new tab to the client profile that displays a list of their permits and certificates and allows requesting new ones using active templates.

Fixed grab handle icon rendering error on builder

???? Fixed grab handle icon rendering error on builder — The grab handles next to menu items in the customisation builder were displaying corrupted characters (≡) due to a character encoding conflict in the stylesheet. The icons have been updated to use safe CSS Unicode escape sequence formatting, ensuring they render correctly across all web browsers and server configurations.

Menu Customisation and Reordering Fixes

???? Menu Customisation and Reordering Fixes — Fixed drag-and-drop reordering issues that broke menu icons, and ensured all sidebar and settings menu items can be successfully renamed.

Reservation Charges Breakdown

???? Reservation Charges Breakdown — Service request details (administrator panel and resident portal) now show the basic rate, the add-on charges and the total amount as separate lines, with each add-on listed individually so it is clear what makes up the bill. Invoices automatically generated for new service requests also list the basic charge and each add-on on its own line. Existing requests created before this change keep showing only the total, unchanged.

Service Booking Calendar

???? Service Booking Calendar — Fixed several issues on the service booking screens, on both the administrator panel and the resident portal. After a request is approved, the full reserved time range now correctly appears as busy on the calendar (previously only the start time was being blocked). The calendar also now respects the configured number of simultaneous reservations allowed per time slot, and on the resident portal, days that have reached the maximum number of bookings are properly marked as unavailable.

Service Request Status Changes

???? Service Request Status Changes — Fixed an issue on the service request details page where approving, rejecting, or cancelling a request showed an "Error updating" message even though the new status had been saved correctly.

New Regulatory Document Types Import

???? New Regulatory Document Types Import — Compliance teams can now update regulatory document types (and their active/inactive status) through a spreadsheet. The flow lets you map columns when headers don't match, see a row-by-row preview showing what will be created, updated or left unchanged, and confirm before any change is applied. Every import is logged with the user, date and IP address for full auditability.

Bulk Import & Export of Document Types

???? Bulk Import & Export of Document Types — You can now download all regulatory document types as a spreadsheet, edit them in Excel, and re-upload to apply changes in bulk. Each upload shows a preview with how many entries will be created, updated, or left unchanged before you confirm. The list page also shows each document type's ID for easier identification when editing the spreadsheet. Every change is recorded in the activity log along with the user's IP address.

Reservation Charges Breakdown

???? Reservation Charges Breakdown — Amenity reservation details (administrator panel and resident portal) now show the basic rate, the add-on charges and the total amount as separate lines, with each add-on listed individually so it is clear what makes up the bill. Invoices automatically generated for new reservations also list the basic charge and each add-on on its own line. Existing reservations created before this change keep showing only the total, unchanged.

Customer Accounts

Customer Accounts — Updated the registration process so that a contact's status changes from pending to registered immediately after their activation email is successfully sent.

Reservation Pricing Detail

Reservation Pricing Detail — Price calculation and reservation responses for amenities and services now include an additional pricing breakdown (base amount, add-on charges, total, and per add-on line items) while keeping the existing price fields unchanged for current apps.

Permit & Certificate Tab

???? Permit & Certificate Tab — Added a new tab to the client profile that displays a list of their permits and certificates and allows requesting new ones using active templates.

Fixed grab handle icon rendering error on builder

???? Fixed grab handle icon rendering error on builder — The grab handles next to menu items in the customisation builder were displaying corrupted characters (≡) due to a character encoding conflict in the stylesheet. The icons have been updated to use safe CSS Unicode escape sequence formatting, ensuring they render correctly across all web browsers and server configurations.

Menu Customisation and Reordering Fixes

???? Menu Customisation and Reordering Fixes — Fixed drag-and-drop reordering issues that broke menu icons, and ensured all sidebar and settings menu items can be successfully renamed.

Reservation Charges Breakdown

???? Reservation Charges Breakdown — Service request details (administrator panel and resident portal) now show the basic rate, the add-on charges and the total amount as separate lines, with each add-on listed individually so it is clear what makes up the bill. Invoices automatically generated for new service requests also list the basic charge and each add-on on its own line. Existing requests created before this change keep showing only the total, unchanged.

Service Booking Calendar

???? Service Booking Calendar — Fixed several issues on the service booking screens, on both the administrator panel and the resident portal. After a request is approved, the full reserved time range now correctly appears as busy on the calendar (previously only the start time was being blocked). The calendar also now respects the configured number of simultaneous reservations allowed per time slot, and on the resident portal, days that have reached the maximum number of bookings are properly marked as unavailable.

Service Request Status Changes

???? Service Request Status Changes — Fixed an issue on the service request details page where approving, rejecting, or cancelling a request showed an "Error updating" message even though the new status had been saved correctly.

New Regulatory Document Types Import

???? New Regulatory Document Types Import — Compliance teams can now update regulatory document types (and their active/inactive status) through a spreadsheet. The flow lets you map columns when headers don't match, see a row-by-row preview showing what will be created, updated or left unchanged, and confirm before any change is applied. Every import is logged with the user, date and IP address for full auditability.

Bulk Import & Export of Document Types

???? Bulk Import & Export of Document Types — You can now download all regulatory document types as a spreadsheet, edit them in Excel, and re-upload to apply changes in bulk. Each upload shows a preview with how many entries will be created, updated, or left unchanged before you confirm. The list page also shows each document type's ID for easier identification when editing the spreadsheet. Every change is recorded in the activity log along with the user's IP address.

Reservation Charges Breakdown

???? Reservation Charges Breakdown — Amenity reservation details (administrator panel and resident portal) now show the basic rate, the add-on charges and the total amount as separate lines, with each add-on listed individually so it is clear what makes up the bill. Invoices automatically generated for new reservations also list the basic charge and each add-on on its own line. Existing reservations created before this change keep showing only the total, unchanged.

Customer Accounts

Customer Accounts — Updated the registration process so that a contact's status changes from pending to registered immediately after their activation email is successfully sent.

Reservation Pricing Detail

Reservation Pricing Detail — Price calculation and reservation responses for amenities and services now include an additional pricing breakdown (base amount, add-on charges, total, and per add-on line items) while keeping the existing price fields unchanged for current apps.

Fixed grab handle icon rendering error on builder

???? Fixed grab handle icon rendering error on builder — The grab handles next to menu items in the customisation builder were displaying corrupted characters (≡) due to a character encoding conflict in the stylesheet. The icons have been updated to use safe CSS Unicode escape sequence formatting, ensuring they render correctly across all web browsers and server configurations.

Menu Customisation and Reordering Fixes

???? Menu Customisation and Reordering Fixes — Fixed drag-and-drop reordering issues that broke menu icons, and ensured all sidebar and settings menu items can be successfully renamed.

Fixed grab handle icon rendering error on builder

???? Fixed grab handle icon rendering error on builder — The grab handles next to menu items in the customisation builder were displaying corrupted characters (≡) due to a character encoding conflict in the stylesheet. The icons have been updated to use safe CSS Unicode escape sequence formatting, ensuring they render correctly across all web browsers and server configurations.

Menu Customisation and Reordering Fixes

???? Menu Customisation and Reordering Fixes — Fixed drag-and-drop reordering issues that broke menu icons, and ensured all sidebar and settings menu items can be successfully renamed.

Improved

Improved — Owner imports now correctly send the "new property available" notification when an existing customer is assigned to a different unit, not just when a brand-new contact is created. Imported owners are also marked as primary contacts of their unit so they appear correctly on the property record.

New

???? New — The import preview now highlights spreadsheet rows that point to the same unit and email more than once, and shows a count of these duplicates next to the totals. Before starting the import, the system asks whether to proceed knowing later rows will overwrite earlier ones. Available in both Owner and Resident imports.

Fixed

???? Fixed — Resident imports no longer create duplicate residents when re-importing the same spreadsheet or when the spreadsheet contains repeated rows for the same person in the same unit. The system now correctly updates the existing resident instead of adding a copy.

Visitors Section

???? Visitors Section — Updated the Visitors section to count records purely by their stored status, matching exactly the totals shown on the visitor list page. Approved, Checked-in, Check-out and other status counts now reconcile one-to-one with the source list, eliminating discrepancies that previously arose from secondary state checks.

Visitor Drill-Down Destination

Visitor Drill-Down Destination — The Visitors drill-down now opens the standard visitor list view instead of the admin variant, ensuring the row count on the destination page matches the cell value in the report without any additional client-side filtering.

Work Order "Others" Coverage

Work Order "Others" Coverage — Improved the internal filter expansion that powers the "Others" row in the Work Order section so that, when the user filters tasks by "Others" on the source list, the same set of records appears — including tasks with a missing type or a type pointing to a removed entry.