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