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Oct 21, 2026 - CRM Release Notes

Release Date

October 21, 2026

New Features/Improvements

  • We’ve made a brand new addition to the way you group your customers; introducing Dynamic Lists!

    • Dynamic Lists allow you to set up account groups according to a specific set of criteria; for example, “any customer that’s on X route.”

    • You can also create Static Lists for when you just need a one-off list of customers.

    • Click here to learn how to set up your first Dynamic List.

  • The Work Orders Review page now shows up to 10,000 work orders per page and lets you select across pages.

  • If you’re using our latest Taxes system, you can now edit taxes’ zones, GL account, remittance frequency, and invoice grouping in bulk.

  • The Inspections page can now show 25, 50, or 100 rows per page and remembers your search, filters, and row count when you leave the page.

Bug Fixes

  • Fixed an issue where partial refunds on payments with a surcharge could fail and couldn’t be tried again.

  • Fixed an issue where archiving, deleting, or editing a service note would not work as intended.

  • Fixed an issue where a material added to a disposal site would not save. Tipping Fee and Unit of Measure are now required.

  • Fixed an issue where some inspections done in Hauler Hero Road would not appear in Hauler Hero CRM.

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