5 August 2025

• Improvement
• • Improve Customer's Estimate Portal View
  • Improve Dashboard's Customer Balance Due to show list of unpaid invoice based on customer's name and sorted from the highest unpaid amount
  • Fixed estimate status not updating automatically when customers confirm orders through portal payment link
  • Fixed invoice payment status to correctly show "Partial" for down payments and "Paid" for full payments
  • Fixed missing "Pay Now" button that is missing in the customer invoice portal page

2 August 2025

• Improvement
• • Added Optional Email Marketing and Website App that can be installed
  • Dedicated apps installation page for Accounting, CRM, Email Marketing, and Website in Settings > Apps menu

25 July 2025

• Improvement
• • Fixed an issue where confirm button is not changing the state of invoice
  • Fixed an issue where the Send SMS button is not hidden in a draft-state invoice
  • Fixed the amount of fund of invoice that needs action inside dashboard
  • Changing “Low in Stock” text to “Low Stock” in dashboard
  • Improvement on general dashboard views
  • Improve "Balance Due" inside dashboard, to only show 8 top customer with highest invoice amount's due
  • Improve "Schedule" section inside dashboard, to only show today and future
  • Improve "Map" in mobile view inside Job Request and Field Services
  • Improve "Product & Service" list inside field services with better view in mobile

22 July 2025

• Improvement
• • Fixed how many invoice are counted in dashboard
  • Fixed an issue where the end date of field services calendar is not changing when dragged 
  • Deleted multiple "Send & Print" button in invoice form view
  • Changed invoice's "Waiting for Payment" text to "Need Actions" in dashboard
• Addition
• • Added new State into invoice such as : Draft, Pending, Sent, In Payment, Post Job Sent
  • Added Invoice grouping in list views, based on state
  • Added Estimate grouping in list views, based on state
  • Added worker field from the field services calendar
    
    

18 July 2025

• Improvement
• • Fixed activity name that creating “/“ character instead of Invoice name during validation
  • Changed “View Invoice” character to “View/Pay Invoice” in email template
    
• Addition
• • Added Terms & Condition template inside invoice
  • Added tags into invoice
    
    

17 July 2025

• Improvement
• • Disable delivery button on the top of the estimates
• Addition
• • Added field services smart button on the top of the estimates record
  • Added estimates smart button inside Field Services
    
    

16 July 2025

• Improvement
• • When changing or adding product in fieldservices, job request will also be updated
  • Field Services items will be created from estimate product lines that only has quantity
  • Job Attachment, Torque Report, Is Engineering Required, Quality Control Checklist, Internal Job Notes will not going to be locked when field services has completed
• Addition
• • Add “Call Client” button in schedule and Field Services, along with showing their number from Customer’s info

14 July 2025

• Improvements
• • Each menu will be visible to allowed person only, based on the given privilege in user settings menu
  • When equipment is updated from field services, it will update equimpent in job request too

20 June 2025

• Improvement
• • Improvement for "Product/Service" tables inside Field Services to suit mobile views.
  • Improvement for Field Services calendar view. The start schedule will change when dragged into other date block. When dragged to a new date, it will change the date in "Schedule" menu too, affecting all related team.
  • Improvement for Field Service calendar title. It will show "Asset Builder + Customer Name + Job Name" format
    
    
• Addition
• • Added list of unscheduled job panel in field services calendar view, located on the right.
  • Added client name in pop up calendar view.
  • Added torque field to keep torque documents.
  • Added a "Thank you" button to send email after customer has paid the invoice.
  • Added reminder pop up after confirming invoice.
    
    

2 June 2025

• Improvement
• • Move "Real time Work" fields into "Visit table", which allows user to record multiple time visits for the job
  • Removed "Scheduled Date" from Job Request because its unused.
    
    
• Addition
• • Added automatic 24 hours SMS notification to customer before working on the project
    
    

28 May 2025

• Addition
• • Added Terms & Condition Template dropdown which can be customized.
  • Added pop up of creating additional reminder for this estimates during validation.

14 May 2025

• Addition
• • Added Field Services Group Records based on state in list view, also sorted by descended date
  • Added Calendar view in field services
  • Added Equipment Section in Field Services Which will carried over the record from job request
  • Added Group Records in Job Request based on state in list view, also sorted by descended date
  • Added Referral Source Under the customer menu
  • Added Equipment Section & Menu in Field Services
  • Added “Engineering Required” fields in Field Services
  • Added Calendar view for Field Services
  • Installing CRM will add referral Source into CRM and Leads

23 April 2025

• Addition
• • SMS feature has been added into Estimates and Invoice
    
    

12 April 2025

New Updates

• Job Request 
• • Add section and notes into Required Products / Services. It will also be carried over when estimate are created.
    
    
• Estimates
• • Additional lines or revision in Estimates will be reflected in Job Request.
  • When state becomes Approved, it only allows user to edit price and product description. Adding product feature is disabled, unless added from Field Service.
    
    
• Field Service
• • Improvement when changing Delivered quantity, it will change both “delivered” column in picking and estimate.
  • New product or service can be added and will be reflected to Estimate and Job Request, also works for quantity revision.
  • Add section and notes into field services which carried over from job request.
    
    
• Invoice
• • Fix a problem where product added in Field Services doesn’t show in invoice.
  • Auto creation of invoice has been disabled. Invoice needs to be created from Estimates manually.

Bug Fixes

• Job Request : Fix attachment bug where Job Attachment and Internal Attachment are linking with each other instead of working on its own.

13 March 2025

New Updates

• Adding products or services into field service records now sync to estimates and invoices
• Outgoing mail server setup has been added inside Settings > User & Companies > Companies

Bug Fixes

• Resolved field service attachment permission error when opened by other users