Release Update

This release delivers major enhancements across recurring billing, scheduling, labor tracking, and reporting, along with important stability and performance improvements.

Recurring Billing & Invoicing

• Launched recurring invoices with improved setup, sequencing, and reliability
• Added same-day charging and flexible billing date controls
• Introduced recurring events with scheduler support
• Added holiday scheduling and automatic weekend skipping for recurring jobs

Payments

• Expanded payment processing for both Sable Payments and standard methods
• Improved failed payment tracking and invoice recovery
• Simplified payment settings and improved payment method selection
• Funding dates now default to the current date for clearer reconciliation

Labor & PTO Management

• Released PTO tracking
• Added budgeted labor and budgeted hours tracking
• Live budgeted-hours graphs for better visibility
• Breaks now subtract from budgeted labor with editable break controls
• Remaining labor hours displayed directly on events and dashboards

Events & Scheduling

• Improved scheduler performance and flexibility
• Events can now be moved more reliably
• Added Lead Technician assignment (select any technician)
• Improved status override handling and notification consistency

Reporting Enhancements

• Added IN filtering for more flexible report queries
• Introduced budgeted labor and Lead Technician reports
• Improved report search and default report configurations
• Enhanced security opportunity reporting and searchability

Orders & Invoices

• Cleaner, more accurate Order PDFs (pagination, totals, tax, discounts)
• Notes and events are now collapsible on work orders
• Equipment pagination improvements
• Added order sequence numbers to printed documents
• Eliminated unnecessary blank pages in printed orders

Calendar & Integrations

• One-way Google Calendar syncing
• Option to select which Google Calendar to sync
• Account addresses now sync to calendar events
• Improved calendar authorization and reliability

Notifications

• Added company-wide and global notifications
• Improved notification performance and pagination
• One-click options to mark all read or dismiss notifications

Platform Improvements

• Digital business cards
• Self-serve affiliate management
• Expanded security opportunity fields
• UI and dashboard performance improvements
• Faster search and improved table layouts

Stability & Performance

• Resolved recurring billing duplication and timezone issues
• Fixed labor calculation edge cases
• Improved scheduler stability across desktop and mobile
• Corrected reporting filters, merges, and authentication
• Improved notification persistence and reliability
• Fixed OAuth (Gmail) and integration caching issues

We’re excited to introduce Release 4.10.0, packed with powerful enhancements designed to streamline scheduling, improve visibility, and help service teams stay organized with less effort. Here’s what’s new:

Smarter Scheduling & Billing

• Recurring Events — Schedule repeating tasks and appointments effortlessly.
• Recurring Invoices — Automate ongoing billing with customizable invoice schedules.
• Fully Integrated FISERV Payment Processing — Accept credit card and ACH payments directly in SableCRM with secure, seamless transactions and instant receipts.

Better Time & Labor Management

• Budgeted Hours Tracking on Events — Estimate hours and monitor progress with visual graphs.
• Budgeted Labor Hours Report — Compare budgeted vs. actual labor usage for improved planning.
• Editable Breaks — Adjust recorded breaks when needed.
• Max Break Time Settings — Set company-wide limits for break duration.

Enhanced Work Order Organization

• Collapsible Notes & Events — Keep Work Orders clean and easy to navigate.
• Move Scheduled Events Between Orders — Reassign scheduled work without recreating events.

Improved Communication & Customer Visibility

• Mass Texting Enhancements — New filters, search tools, and message controls.
• Auto “In Progress” Status Update — Work Orders update automatically when a tech arrives onsite.
• Expandable Notes Across the System — View details only when needed for a cleaner workspace.

Productivity & Convenience Features

• Digital Business Card — Easily share your contact information—available in your User profile.
• Google Calendar One-Way Sync — Push SableCRM events to Google Calendar for unified scheduling.
• Property Address Quick Link — Instantly access job locations from the Account page.

Stability, Performance & Quality Updates

This release includes numerous speed improvements, interface refinements, and bug fixes for a smoother, more reliable experience across the platform.

Release 4.10.0 reinforces SableCRM’s mission—giving service businesses the tools they need to communicate better, work smarter, and grow confidently.

More enhancements are already in motion—stay tuned!

We’re excited to announce the launch of SableCRM Release 4.9.0, packed with new features and improvements designed to make your job management even more efficient. Here’s a look at what’s new:

1. PWA Now Available!

We’re thrilled to introduce Progressive Web App (PWA) support in SableCRM! Access your CRM from any device with ease, whether you’re on a desktop, tablet, or mobile—without the need to download an app. Stay connected and productive on the go with the flexibility of a PWA!

2. FISERV Payment Processing

Now you can process credit card (CC) and ACH payments directly through SableCRM with FISERV Payment Processing! Enjoy the most competitive rates around and get instant receipts once the payment has been processed. It’s quick, easy, and secure!

3. Accounting Roles

With this update, we’ve added Accounting Roles to give you more control over your team’s access to sensitive financial information. You can now set user permissions to control who can access payment details, ensuring your accounting processes are secure and streamlined.

4. Taxes

You asked, we listened! Companies now have the ability to set and automatically calculate taxes on estimates and invoices. Save time and ensure accurate billing by letting SableCRM handle the tax calculations for you.

5. Bug Fixes and Efficiency Updates

We’ve worked hard to improve the overall performance of SableCRM, fixing various bugs and making several efficiency updates. These improvements will help ensure a smoother experience, faster load times, and a more reliable platform.

These updates are designed to make your workflow even smoother and help you manage your business more effectively. As always, we’re committed to enhancing SableCRM to meet the evolving needs of service-based businesses.

Upgrade to Release 4.9.0 today and take advantage of these powerful new features!

Stay tuned for more updates, and thanks for being part of the SableCRM community!

Have questions or want to schedule a demo?
Contact me today:

Rob Fillingim
📞 214-315-7823
✉️ rob.fillingim@sablecrm.com