v2504.23.0 — April 23, 2025
Features
- Engine page — track where leads come in and where they end up for a time range
Inventory
- “Add room” button for 15+ items
- Edit room name
- Collapsing rooms
- Clear input after creating item
Intake Form
- Updated to capture session data
- PostHog integration
- Optional “best time to contact” field
- Replaced first/last name with Full Name
- Performance improvements
Improvements
email.sendDocumentsAsUserconfigvalueOfShipmentMultiplierby template- Yembo consult room employee updated when VOSE asset changed
- Moved unsubscribe button further from View Job
- Improve backend config system
- Improve workorders performance with many events
- Add “check for updates” button
Fixes
- Menu item disabled message
- Products created in corporate zones
- Events sorted in right panel
- Duplicate history entries
- Unit number accepts alphanumeric
- Changing dock from JobsV2
- Unarchive job
- Show only comments & Notify Watchers in right panel
- Discounts cache
- Send signed notification only when both parties signed
- Adding new locations
- Autodialer calling initial zone instead of rerouted zone
v2504.02.0 — April 2, 2025
Features
- Email delivery statuses — delivered / bounced / opened / clicked shown in activity
- Estimates now send as email AND SMS
- Dispatch page — basic hourly rate salaries for crew, labor percentages calculated automatically
- Invoicing & completing events:
- Complete button on booked events (marks completed then opens Create Invoice)
- Invoice button on completed events
- Select past-due events for invoicing in Create Invoice dialog
- Auto-promote to invoice stage when all events completed
- Auto-close job when fully paid in invoice stage
- Unit numbers on New Opportunity & Jobs V2
- Side-by-side view in Jobs V2 (still early)
Trials
- AI Callback System
- AI Pricing Engine
- SMS Automation
Improvements
- “Start Onsite” button next to “Book Yembo Virtual Estimate”
- Special permission for sharing events
- Default dock travel time to false
- Rule condition for events
- Business unit names changeable from UI
- Watchers BCC’d
- Default “unit” label for products
- Live chat position adjusted on mobile
- Charges auto-added after selecting from modal
- Only booked events shown as conflicting
- Only booked events on schedule
- Errors cleared when discarding job
- Trigger emails not sent if notifications disabled
- Booking VOSE without Yembo enabled
Performance
- Prevent double fetching after event update
- Improve zone assignment
- Improve caching
Reporting
- Unsuccessful booking count and contacted lead columns
- Currency default order changed to discounted subtotal descending
Fixes
- Booked-off events not created
- Job promoted to estimate multiple times
- Rule triggers for event-based rules
- PWA update logic
- Inactive prices showing
- Location field causing New Opportunity error
- Charges disappearing after adding
- Too many comments from triggers
- Reschedule email not sent for 1-minute reschedule
- Redirect to JobsV2 after clicking job stage
- Can’t edit customer in legacy Estimator (note: legacy Estimator now deprecated)