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Aug 12, 2026 - CRM Release Notes

Release Date

August 12, 2026

New Features/Improvements

  • Moving forward, work orders now track routing history in Work Order Activity.

    • When stops are added to, removed from, or resequenced, the corresponding work order will record the change, when it changed, and who made the change.

    • Only stops that were directly acted upon are recorded; stops that shift position won’t have their own activity log entries.

    • You can toggle whether or not resequencing shows on the work order’s activity log.

  • You can now choose how many consecutive failed payments it takes before autopay turns itself off for an account.

    • Before, it shut off after the 3rd consecutive failed attempt. You can now also set it to stop after the 1st or 2nd.

  • Service activity history now shows the service’s date and work order number.

  • Payment batches now have their own billing note column.

  • Changes to late fees now appear in Account Activity.

    • This allows you to trace late fees on invoices if they’ve been added or removed.

Bug Fixes

  • Automated account suspensions no longer log under a staff member’s name.

    • Suspension activity was appearing in Account History and being attributed to a user instead of the system. These logs now show the correct source.

  • Container imports now flag rows whose container type could not be matched.

    • These rows were left out of imports without notice. The import preview now shows which values it couldn’t resolve so you can correct and retry the import.

  • Moving a batch of stops to another day no longer fails because of a single stop.

    • If a stop already exists on the target day, it is skipped, the rest of the move goes through, and the panel will stay open so you can review the result.

  • The Delete option has been removed from the work order menu.

    • The option did not work as intended.

    • We’ve hidden it until we can implement an improved deletion workflow.

  • The Chat with Support button no longer covers route stop lists.

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