All releases
April 2025 Published April 2025

April 2025 Updates

Engine page, email delivery statuses, invoicing improvements, and more.

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.sendDocumentsAsUser config
  • valueOfShipmentMultiplier by 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)