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Sep 30, 2026 - CRM Release Notes

Release Date

September 30, 2026

New Features/Improvements

  • We’ve added a new permission that allows you to limit which roles/users have the ability to change the service date of On Request work orders that are already on an invoice.

    • Recurring work orders remain editable.

    • Serviced work orders stay locked.

  • Work order status chips now provide additional detail when a work order is on Hold, Vacation Hold, Suspended, or Canceled. Hover over the status chip for details.

  • The Notes icon on the Work Order Detail page now shows how many total notes it has.

  • Improved load times in the Configured Service Detail view’s “Map & Routing” tab.

Bug Fixes

  • Fixed an issue where Route Manager filters and statuses did not handle mixed-service work orders or partially serviced stops correctly.

  • Fixed an issue where “Repair” or “Decommission” moves could result in inaccurate inventory.

  • Fixed an issue where certain payment workflows did not behave as expected.

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