Changelog

Follow all system updates and improvements

Showing 50 of 5000
August 2026

Pending Uploads scorecard

???? Pending Uploads scorecard — The Regulatory Reports screen shows a Pending Uploads card counting the documents required by an active document type that have not been uploaded yet, using the same basis as the Pending Uploads report.

Change request shows the permit names, one per line

Change request shows the permit names, one per line — On a change request the field that lists the documents is now labelled Permit Name, and a request covering several documents shows one permit per line instead of running them together.

More report types can be scheduled

More report types can be scheduled — The scheduled report list now matches the report cards exactly, so Awaiting Actual Documents, 3rd Party Control, Pending Review and Closed can all be scheduled. The scheduled copy of the Expired report also now uses the same Expired rule as every screen.

The Active option is hidden on Change Requests

⚠️ The Active option is hidden on Change Requests — A change request is now a deactivation request only.

Iteration 6: scoped imports, clearer waste paperwork rules, and a refrigerant record view

???? Iteration 6: scoped imports, clearer waste paperwork rules, and a refrigerant record view — On Consumption, the import page now asks for the Stream (and optionally the Meter) before the file, so rows land against the right meter — any row naming a meter that does not exist, or one from another stream, is reported with its row number instead of importing quietly. The Add and Edit Reading screens now show the meter's Meter Category as read-only information beside the reading date and time. Waste Records: the import page now explains what every column expects; Reading Inspector and Observations moved up into Reading Information; and the Waste Disposal Processing Details section now appears only when a record is set to Disposed. Its paperwork is now required for Hazardous Waste only — for other categories, such as General Solid Waste, it is optional. Refrigerant Records: the list now shows Refrigerant Type, Equipment, Activity, Quantity, Quantity Recovered and the full location (Location Type, Tower / Building, Floor, Area / Unit), with filters for each plus a date range, and a new read-only View screen for opening a record without editing it.

Clearer column names

Clearer column names — Column choices in report builders now use easier-to-read titles (for example Ticket ID, Reply ID, Contact ID, and Admin Replying) instead of system-style names.

Common-area records stay visible to the person who filed them

???? Common-area records stay visible to the person who filed them — A waste record or meter placed in a Common Area now keeps its property attached (using your property when your access is limited to one), so it appears in your lists right after saving instead of disappearing from view.

First UAT round: counts, imports and forms corrected

???? First UAT round: counts, imports and forms corrected — The summary cards on Consumption and Property Meters now count only the records the signed-in person is allowed to see, matching the list below them. The Waste, Refrigerant and Non-Metered import templates now use plain-English column headings with two filled example rows, and imports accept names (categories, buildings, equipment, units) instead of internal codes, reporting any skipped row with its reason. On Add Reading, a save that fails no longer loses what was typed, the Utility Bill accepts PDF files only, the Previous Reading is filled automatically and can no longer be edited, and Peak Demand with Peak Recorded At are now optional. The Refrigerant form's reading section is renamed Consumption/Charge Information and the Consumption/Charge activity is no longer offered for new records. Non-Metered Records gains a Fuel Type choice (from your configured fuel categories), renames Property to Tower and Unit to Measurement Unit, and the Diesel entry now picks Tower, Floor and Area like the Refrigerant form. The Special Waste sub-category now sits under Hazardous Waste.

Asset Baseline

???? Asset Baseline — The asset list at the bottom of the report stayed blank while the rest of the page loaded normally. The list now appears as soon as the report opens, with its search box and page controls.

Improved

Improved — While editing an audit template, the checklist tab label and item count badge now update live as you rename the checklist or add/remove items.

Live Checklist Header

Live Checklist Header — The checklist tab label and item count badge on the audit template form now update as you rename the checklist or add/remove items.

Fixed

???? Fixed — On Schedule New Audit, the Template and Auditor lists no longer get cut off at the bottom of the form.

Schedule Form Dropdowns

???? Schedule Form Dropdowns — Fixed an issue where the Template and Auditor lists were cut off at the bottom of the Schedule New Audit form.

Fixed

???? Fixed — When scheduling a recurring audit as Quarterly or Annually, the month and quarter choices in Recurring Options now follow the language of the rest of the screen instead of always appearing in Portuguese.

Recurring Options Language

???? Recurring Options Language — Fixed an issue where quarterly and annually schedule options always showed in Portuguese instead of matching the selected language.

Table page selector

???? Table page selector — Fixed an issue where the page selector on list tables showed two arrow icons instead of one.

Common-area records stay visible to the person who filed them

???? Common-area records stay visible to the person who filed them — A waste record or meter placed in a Common Area now keeps its property attached (using your property when your access is limited to one), so it appears in your lists right after saving instead of disappearing from view.

First UAT round: counts, imports and forms corrected

???? First UAT round: counts, imports and forms corrected — The summary cards on Consumption and Property Meters now count only the records the signed-in person is allowed to see, matching the list below them. The Waste, Refrigerant and Non-Metered import templates now use plain-English column headings with two filled example rows, and imports accept names (categories, buildings, equipment, units) instead of internal codes, reporting any skipped row with its reason. On Add Reading, a save that fails no longer loses what was typed, the Utility Bill accepts PDF files only, the Previous Reading is filled automatically and can no longer be edited, and Peak Demand with Peak Recorded At are now optional. The Refrigerant form's reading section is renamed Consumption/Charge Information and the Consumption/Charge activity is no longer offered for new records. Non-Metered Records gains a Fuel Type choice (from your configured fuel categories), renames Property to Tower and Unit to Measurement Unit, and the Diesel entry now picks Tower, Floor and Area like the Refrigerant form. The Special Waste sub-category now sits under Hazardous Waste.

Asset Baseline

???? Asset Baseline — The asset list at the bottom of the report stayed blank while the rest of the page loaded normally. The list now appears as soon as the report opens, with its search box and page controls.

Improved

Improved — While editing an audit template, the checklist tab label and item count badge now update live as you rename the checklist or add/remove items.

Live Checklist Header

Live Checklist Header — The checklist tab label and item count badge on the audit template form now update as you rename the checklist or add/remove items.

Fixed

???? Fixed — On Schedule New Audit, the Template and Auditor lists no longer get cut off at the bottom of the form.

Schedule Form Dropdowns

???? Schedule Form Dropdowns — Fixed an issue where the Template and Auditor lists were cut off at the bottom of the Schedule New Audit form.

Fixed

???? Fixed — When scheduling a recurring audit as Quarterly or Annually, the month and quarter choices in Recurring Options now follow the language of the rest of the screen instead of always appearing in Portuguese.

Recurring Options Language

???? Recurring Options Language — Fixed an issue where quarterly and annually schedule options always showed in Portuguese instead of matching the selected language.

Table page selector

???? Table page selector — Fixed an issue where the page selector on list tables showed two arrow icons instead of one.

Fixed

???? Fixed — Creating a unit no longer wrongly says it already exists when the same unit number is used on a different floor of the same tower. The check now treats the same number on different floors as separate units.

Changed

???? Changed — A client can now be linked to only one unit. When you add or edit a unit and pick a client who already belongs to another unit, the system warns you and tells you which unit that client is in, and the link is not saved.

Expired lists and counts aligned

???? Expired lists and counts aligned — A document now counts as Expired only when it is both marked Expired and past its expiry date. The dashboard, reports (on screen and download), Documents list, Overview, Aging report, and Notifications screen now show the same Expired documents and number. Closed or archived documents and documents whose date was renewed into the future no longer appear as Expired. Report category labels also show the proper name instead of an internal code.

Customer Accounts

???? Customer Accounts — Typing in any "search customer" box now returns results again. The search was failing silently and showing an empty list; it now matches the account name, the main contact's name, and both the account and contact email addresses.

Navigation Visibility

???? Navigation Visibility — Fixed an issue where the support tickets and tasks menus would not appear in the navigation bar for staff members with view-own permissions.

Changed

???? Changed — A client can now be linked to only one unit. When you add or edit a unit and pick a client who already belongs to another unit, the system warns you and tells you which unit that client is in, and the link is not saved.

Sharper lists, consistent ordering, and a rebuilt Refrigerant form

Sharper lists, consistent ordering, and a rebuilt Refrigerant form — Fixed the Meter Status filter on Property Meters, which showed no rows when set to Active or Inactive. The Property Meters list gained Meter Category and Mother Meter columns. On Consumption, Stream now comes before Meter (matching the data hierarchy) and choosing a Stream narrows the Meter filter to that stream's meters. The Waste Records list's location column is now labelled Location Type, and the waste form's Measurement Unit list offers waste-appropriate units. The Refrigerant Record form is rebuilt into clear sections — Location (same Location Type → Tower → Floor → Area/Unit picker as the rest of the module), Refrigerant Details, Reading Information and Service Details with a removable supporting document — and its list puts Refrigerant Type before Equipment. The Non-Metered Records list now shows Date, Type, Vehicle/Area, Tower/Building, Computed Consumption, Rate and Amount. Remaining number fields on the Refrigerant and Non-Metered lists now follow the decimals setting.

Asset Baseline

???? Asset Baseline — A new executive report under Assets that answers "how much of our equipment is actually covered by a preventive maintenance plan?" at a glance. It opens with headline figures — total assets, how many have a plan, how many need one, how many have none, and the overall coverage percentage — followed by a coverage chart, an Assets by Property summary (with and without a plan, plus the coverage rate) and a Locations by Property summary counting your common areas and customer areas side by side. Below that is the full asset list showing property, site, asset reference, name, category, whether the asset sits in a common area or a customer area, its location, and its maintenance status. You can narrow that list by maintenance status — including a combined "Without PM Plan" option — and by area type, while the headline figures, chart and summaries keep describing the whole property. Everything downloads as CSV, Excel or PDF. This is the same report the Global Portal shows across all properties, now available inside your own property with your own data.

Maintenance Dashboard — Colors

???? Maintenance Dashboard — Colors — Fixed an issue where filters, status cards, and chart labels could appear with dark backgrounds or hard-to-read text when the classic admin look was in use.

Cancelled status for tickets

???? Cancelled status for tickets — Tickets now have a Cancelled status in the status list, so a ticket that is no longer needed can be closed out properly instead of being left open. When a ticket that came from a service request is cancelled, the service request and any work order created from it are cancelled too. A cancelled ticket is final: its status cannot be changed again, and a new reply no longer reopens it.

Cancelling a service request now cancels its ticket and work order

???? Cancelling a service request now cancels its ticket and work order — A service request, the ticket raised from it, and the work order created from that ticket are now kept in step. Cancelling any one of the three automatically cancels the other two, so nothing is left open by mistake. Cancelled is now available in the status list for tickets and work orders as well. Once something is cancelled its status is final and can no longer be changed back or moved to another status.

Customer Accounts

???? Customer Accounts — Typing in any "search customer" box now returns results again. The search was failing silently and showing an empty list; it now matches the account name, the main contact's name, and both the account and contact email addresses.

Cancelled status for work orders

???? Cancelled status for work orders — Work orders now have a Cancelled status, available to anyone whose role grants the new Mark as Cancelled permission. Cancelling a work order that came from a ticket also cancels that ticket and the service request behind it. A cancelled work order is final: its status can no longer be changed, and it is hidden from the default list view the same way completed work is.

52 Week preferred days no longer blocked by due date

???? 52 Week preferred days no longer blocked by due date — When uploading an annual maintenance plan, preferred days such as Monday through Thursday are accepted even if the due date falls earlier in the week. Preferred days remain planning notes only and do not change start or due dates.

Improved — Report downloads can now carry headline figures and named summary tables. CSV, Excel and PDF downloads understand two new optional sections: a "Key Figures" block listing a report's headline numbers, and named summary tables (for example "Assets by Property") placed between the chart data and the row-by-row detail. Reports that do not publish these sections download exactly as they did before, so nothing changes for the existing Ticket, Preventive, Corrective and Regulatory Compliance

✨ Improved — Report downloads can now carry headline figures and named summary tables. CSV, Excel and PDF downloads understand two new optional sections: a "Key Figures" block listing a report's headline numbers, and named summary tables (for example "Assets by Property") placed between the chart data and the row-by-row detail. Reports that do not publish these sections download exactly as they did before, so nothing changes for the existing Ticket, Preventive, Corrective and Regulatory Compliance reports. The first report to use them is the new Asset Baseline report under Assets.

Fixed

???? Fixed — The Building list on the audit template screen was always empty. It now lists the buildings set up in Building Management so a template can be filed against the right one.

Safety Sweep audit templates

???? Safety Sweep audit templates — Audit templates now match the safety sweep checklists used for health and safety reviews. A template can hold several named checklists, each checklist a numbered list of items, and each item as many sample points and expected results as the check needs. Every item records whether it is an internal or external review, its audit type, specifics, how often it is checked (daily through annual, plus as-built and ISO — an item can carry more than one), and the building system it belongs to. While carrying out an audit, the Property Manager and the Auditor each record compliance separately as Yes, No or Not Applicable — with a Critical, Major or Minor rating when the answer is No — plus their own remarks and a due date per line. Each checklist closes with general remarks from both, and the audit as a whole is marked Approved, Not approved or For Review. Five ready-made checklists are included for Offices, Retail, Residential, Estates and Car Parks.

Changed

???? Changed — A client can now be linked to only one unit. When you add or edit a unit and pick a client who already belongs to another unit, the system warns you and tells you which unit that client is in, and the link is not saved.

Sharper lists, consistent ordering, and a rebuilt Refrigerant form

Sharper lists, consistent ordering, and a rebuilt Refrigerant form — Fixed the Meter Status filter on Property Meters, which showed no rows when set to Active or Inactive. The Property Meters list gained Meter Category and Mother Meter columns. On Consumption, Stream now comes before Meter (matching the data hierarchy) and choosing a Stream narrows the Meter filter to that stream's meters. The Waste Records list's location column is now labelled Location Type, and the waste form's Measurement Unit list offers waste-appropriate units. The Refrigerant Record form is rebuilt into clear sections — Location (same Location Type → Tower → Floor → Area/Unit picker as the rest of the module), Refrigerant Details, Reading Information and Service Details with a removable supporting document — and its list puts Refrigerant Type before Equipment. The Non-Metered Records list now shows Date, Type, Vehicle/Area, Tower/Building, Computed Consumption, Rate and Amount. Remaining number fields on the Refrigerant and Non-Metered lists now follow the decimals setting.

Asset Baseline

???? Asset Baseline — A new executive report under Assets that answers "how much of our equipment is actually covered by a preventive maintenance plan?" at a glance. It opens with headline figures — total assets, how many have a plan, how many need one, how many have none, and the overall coverage percentage — followed by a coverage chart, an Assets by Property summary (with and without a plan, plus the coverage rate) and a Locations by Property summary counting your common areas and customer areas side by side. Below that is the full asset list showing property, site, asset reference, name, category, whether the asset sits in a common area or a customer area, its location, and its maintenance status. You can narrow that list by maintenance status — including a combined "Without PM Plan" option — and by area type, while the headline figures, chart and summaries keep describing the whole property. Everything downloads as CSV, Excel or PDF. This is the same report the Global Portal shows across all properties, now available inside your own property with your own data.

Maintenance Dashboard — Colors

???? Maintenance Dashboard — Colors — Fixed an issue where filters, status cards, and chart labels could appear with dark backgrounds or hard-to-read text when the classic admin look was in use.

Cancelled status for tickets

???? Cancelled status for tickets — Tickets now have a Cancelled status in the status list, so a ticket that is no longer needed can be closed out properly instead of being left open. When a ticket that came from a service request is cancelled, the service request and any work order created from it are cancelled too. A cancelled ticket is final: its status cannot be changed again, and a new reply no longer reopens it.

Cancelling a service request now cancels its ticket and work order

???? Cancelling a service request now cancels its ticket and work order — A service request, the ticket raised from it, and the work order created from that ticket are now kept in step. Cancelling any one of the three automatically cancels the other two, so nothing is left open by mistake. Cancelled is now available in the status list for tickets and work orders as well. Once something is cancelled its status is final and can no longer be changed back or moved to another status.

Customer Accounts

???? Customer Accounts — Typing in any "search customer" box now returns results again. The search was failing silently and showing an empty list; it now matches the account name, the main contact's name, and both the account and contact email addresses.