Release Notes

All updates will be listed here when released.

Web - November 11, 2026

• Times in your company’s time zone — When you add or edit a schedule, report or task, the date and time you pick are always your company’s time, even when you are travelling. If your computer is set to a different time zone, the field shows your company’s zone, for example Start Date (MST).

Web - November 8, 2026

• Edit an invoice — New. Admins can open an invoice and click Edit to fix a line, add work, remove a line, or change the date and terms, without voiding it. Works with HWIT Invoicing, QuickBooks Online, Zoho, and InvoiceXpress drafts. See Editing an Invoice.
• Cash payers and the card surcharge — Take the card surcharge off an invoice with Remove card surcharge. With HWIT Invoicing, you can also tick Remove card surcharge in Receive payment when a customer pays by cash or check. See Editing an Invoice.

Web - November 7, 2026

• Send Email to Contacts: storm-ready — New Hide In Residence button leaves out customers who are at home (checked again on the sending day for Send later). New Report contacts and Route buttons to pick contacts, and the search now finds routes. Attach up to 3 files, and tick Send me a copy to get the email yourself. See Sending Emails to Your Contacts.
• General email templates — A template can now carry its own files, and three new tokens show each customer their weather forecast, their visits in the next 30 days and their open issues. See Email Templates.
• Price change letter — New. On Planning → Price → History, pick an effective date and click Email customers. Each customer gets one email listing all of their new rates. See Price Planning.
• Change many visits at once — New. On Reports/Tasks → Pending, tick visits and click Reassign, Move or Remove to change them all in one go. Select all matching picks up to 500 at a time. See Changing Many Visits at Once.
• Reassign a technician’s schedules — On Scheduling → List, pick a technician and click Reassign schedules to give all their schedules, and their open visits, to someone else. See Changing Many Visits at Once.
• Extra billing items on a schedule — New. Add more than one charge to a schedule (a Pool Check or Mileage next to the visit, for example), and every completed visit bills them all. See Adding a Schedule.

Web - November 5, 2026

• AI Report Summary — New. A short summary for the owner at the top of each report, saying whether everything was fine and naming anything that was not. Turn it on per template with Include AI Summary, and add {{report.aisummary}} to your Report email to put it in the email. HWIT Reporting only. See AI Report Summary.
• Email reports in bulk — On Reports/Tasks → Completed, the new Not emailed chip lists the reports that were never emailed. Tick them and click Email selected to send them all at once. See Emailing Reports in Bulk.
• Actions on the Reports list — Each row shows how many actions were raised from the report, and whether any are still open.
• Send Email to Contacts by tag — A new Tags column, and tag buttons above the list to pick contacts by their property’s tags. The panel is also wider. See Sending Emails to Your Contacts.

Mobile - 2.0.5 - November 5, 2026

• Actions on the property page — New Actions button next to Reports, Schedule and Billing Items. It opens only that property’s actions.

Mobile - 2.0.4 - November 3, 2026

Everything since 2.0.1, for Android and iPhone/iPad.

• Calendar tab — New on the Reports screen. See your day’s reports and tasks hour by hour, swipe between days, and tap All Assignments to see the whole team in the same colours as the web app. See The Calendar on the Phone.
• Cloud arrows: The up arrow now lights whenever anything is waiting to send, not only photos.
• Departure checklist — New. If your company turns it on, Complete Report shows your end-of-visit checks, and the report or task cannot be completed until every item is ticked. See Departure Checklist.
• Vendor bills on the phone: Add a bill with a photo from your library or a PDF; Home Watch IT reads the receipt and fills in the vendor, bill number, dates and amount for you. Bills now have a due date, an item’s own default markup is used first, and bills sent to QuickBooks Online or Zoho Books show Unpaid, Partly paid or Paid on the date. See Vendor Bills and Receipt Charges.
• Photo limits: Up to 30 photos per question and 150 per report, up from 20 and 100.
• Typing in a report (iPhone): While the keyboard is open, the progress bar, section tabs and bottom buttons step aside so the field you are typing in stays in view, even with a large keyboard.
• Phones with the 3-button bar (Android): Every screen and pop-up now sits above the phone’s own navigation buttons, so no Save or Back button is hidden behind them.
• Menu with large text: The side menu scrolls when it does not fit, so Logout and the version number are always reachable.

Web - November 2, 2026

• Customer App in a web browser — New. Your customers can now use the Customer App in a web browser at access.hwit.me, with the same sign-in as the phone app. Copy your company’s own link from Settings → Integrations → Manage Customer App → Web Portal URL: it opens a sign-in page with your logo, name and report color. While the page is open, customers see new notifications on it; when it is closed they get none, so customers who want notifications at any time should keep using the phone app. See Set up Customer App access.

Web - October 30, 2026

• Vendor bills list — New Vendor bills tab on the Vendors page. See every vendor bill attached to a report or task in one place, search and filter by vendor, customer, date and more, and see at a glance which bills are billed to the customer.
• Vendor bills: paid status — Bills you send to QuickBooks Online or Zoho Books now show when they are paid there: Unpaid, Partly paid or Paid on the date.
• Vendor bills: read the receipt for me — Upload a receipt to a new bill and Home Watch IT fills in the vendor, bill number, dates and amount from it. Check them and click Save. iPhone photos can now be uploaded as receipts too.
• Vendor bills: markup per item — An item can now have its own default markup. It is used first on new vendor bills, before the vendor’s and the customer’s markup.
• Bill selected — On Generate Invoices, invoice only the charges you pick for one customer now, and leave the rest for the next invoice run.
• Vendors: Worker’s Comp — Record whether you have a vendor’s Worker’s Comp certificate and when it expires. Vendors also have new Customers and Notes/Tags tabs.
• Weather in emails — New Weather forecast token for report and task emails shows the property’s forecast at the time the email is sent.

Web - October 29, 2026

• Visit-day notices — New. Tell your customers on the morning of a visit that you are coming today, by email and/or text. Turn it on per schedule with Send the customer a notice on each visit day. See Visit-Day Notices.
• Assignment alerts — New. A phone notification when someone assigns you a report, task or Action. An Admin turns it on per user in Settings → Account → Your Users. See Assignment Alerts on the Phone.
• Customer prepayments for Zoho Books — Prepayments now work with Zoho Books, using Zoho’s Retainer Invoices (turn them on in Zoho first). Zoho Invoice is not supported. See Introduction to Customer Prepayments.
• Email Templates: New Visit-day notice template, and the Insert token list now shows a proper name for every group of tokens.

Mobile - 2.0.1 (Android) - October 26, 2026

• Reports on phones with the 3-button bar: The Section, Skip Section and Section buttons at the bottom of a report now sit above the phone’s own navigation buttons, so you can always move to the next section.

Mobile - 2.0.0 - October 26, 2026

• Sign Out: If you have work that has not been sent yet, Sign Out now waits and tells you, so nothing is lost. Once everything is sent, Sign Out works as usual and the next person to sign in starts fresh.
• Gallery photos: A photo picked from the Gallery now gets the GPS stamp from where it was taken. The first time, the phone may ask to let the app read photo locations.
• Report Notes now show when you edit a report or task, for every reporting system.
• New Report no longer says you are offline on Wi-Fi networks that block some websites.

Web - 2.0.61023 - October 23, 2026

• Routes: The Route box on a property is now a list to pick from, like Tags, so the same route is always spelled the same way. A property can have more than one route. Your existing routes were moved into the new list for you. Admins can rename, recolor, merge or delete routes under Lists → Tags → Routes. See Routes and the Route Calendar.
• Properties list: Each property now shows its route, and the new All routes box shows one route at a time.
• Route calendar — New in Reports/Tasks → Routing. See your week with one card per route per day, and drag a card to another day to move those visits for that day only. See Routes and the Route Calendar.
• Day route: When a visit moves to another day or another person, its saved route now shows Out of date — recalculate, and the old day’s route no longer lists it.
• Route calendar: If you drop a card on a day that has already passed, a message now tells you visits can only move to today or a later day.

Web - 2.0.61022 - October 22, 2026

• Stripe dashboard: Admins can now open their Stripe dashboard in one click. Go to Settings → Integrations and click Open Stripe Dashboard next to Stripe connected. There you can see your payments and payouts, and change the bank account Stripe pays into. See HWIT Invoicing.

Web - 2.0.61021 - October 21, 2026

• Task emails: If a task’s email subject or body is left blank, your company’s Task email template now fills it in, once someone at your company has opened that template and clicked Save. See Email Templates.
• Dashboard: Today’s reports/tasks no longer lists reports you removed, or visits paused while the client is in residence.

Web - 2.0.61019 - October 20, 2026

• Leads — Keep every new inquiry in one list until it becomes a customer. Inquiries from your website’s contact form arrive by themselves, and your primary user gets an email for each one. You can also add a lead after a phone call. Track each lead’s status, who is looking after it, and when to follow up. When they sign up, Convert creates the property and homeowner contact for you. Admin and Full Access users only. See Intro to Leads and Getting Website Inquiries into Leads.
• Leads: forwarded emails — Forward any inquiry email to your Leads address, even a personal one. Home Watch IT reads it with AI and creates the lead, marked Needs review so you can check it and save. See Getting Website Inquiries into Leads.
• Leads: nothing lost — If a lead can’t be created from an email, your primary user gets an email with the original message, so you can add it by hand.
• Leads: follow-up reminders — On the morning of a lead’s follow-up date, the person it is assigned to gets one email listing their leads due that day. See Intro to Leads.
• Leads: New Real Estate Agent source, and address lookup on the lead form.

Mobile - 1.9.8 - October 19, 2026

• Videos in Reports — Technicians can now add a short video (up to 30 seconds) to any report question. Record it right in the app, or pick one from the phone. Your clients tap the video in their report to play it. See Adding a Video.

Web - 2.0.61011 - October 11, 2026

• Customer Prepayments (Early Release) — Customers can now pay in advance, and Home Watch IT takes their visits out of the prepaid money automatically each time you generate invoices. You always see what is left, with LOW and Used Up labels as reminders. Works with HWIT Invoicing and QuickBooks Online or Zoho Books. It is off until an Admin turns on Use customer prepayments in Settings › Integrations. See Introduction to Customer Prepayments. This replaces our older “Managing Prepaid Visit Packages” steps for QuickBooks.

Web - 2.0.61009 - October 9, 2026

• Smarter Report Templates with Property Attributes — You can now customize your report templates based on what each property has. For example, a property with a pool can automatically include pool-related questions, while a property without one won’t see them. Simply add Attributes such as Pool, Elevator, Wine Cellar, or other features to each property on the Property screen. Your templates will automatically show only the questions and sections that apply. This means you can use one report template for many different types of properties, rather than creating separate templates for each situation. You can also preview exactly how a report will look for a particular property before using it. See Building and Managing Templates for more information.
• Automatically Fill in Property Information — Report questions can now be filled in automatically using information already saved for the property, such as gate codes, alarm details, lockbox information, and property notes. This saves time for your technicians and helps ensure important information is available when they begin a Home Visit. See Pre-fill from Property. Requires Mobile version 1.9.6.
• Improved Template Editor — We’ve made the template editor easier to use, with a cleaner layout and simpler options for deciding when questions should appear and what information should be filled in automatically.
• Personal Calendar for Every Employee — Employees can now subscribe to their own Home Watch IT calendar using Google Calendar, Apple Calendar, or Outlook. Their calendar will show upcoming Home Visits and In Residence dates, making it easier to keep track of their schedules without opening HWIT each time. The personal calendar link is available in each employee’s profile. See Calendar Integration.
• Actions: A cleaner, simpler layout makes Actions easier to view and manage.
• AI Reporting: Complete with AI now does a better job of preserving notes you’ve already entered.

Mobile - 1.9.6 - October 9, 2026

This mobile update brings several of the new reporting improvements to your technicians, along with important fixes.

• Smarter Reports: Questions and sections automatically adjust based on each property’s Attributes.
• Less Typing: Property information and notes can now be filled in automatically when starting a Home Visit.
• Personal Calendar: Employees can access their calendar subscription link directly from the mobile menu.
• Report Improvements: Fixed an issue where typed answers could be lost when moving between sections.

Web - 2.0.61006 - October 6, 2026

• Email Template capabilities have been added and are now active for every company. Please update to the latest mobile app (1.9.5) for the mobile side of this feature. This will move ALL emails used throughout the system to a new tab on the Lists screen, meaning you can now fully edit every email sent to have your own wording, colors, etc. You can even dynamically add a signature block depending on which user sends the email.
• Invoice generation now runs live on the screen showing you the status and any possible errors encountered.
• A new Visits without a charge tab has been added on Invoicing so that you can catch missing charges easier
• Send Report will now display an error message if you do not have any designated contacts to receive the report.
• Easier to view/understand the Actions screen as it shows all status and applications on the same screen so that you can easily process open items and actions to completion.
• A new onboarding project plan has been added to make it simpler for a new user to get up and running quicker

Mobile - 1.9.5 - October 6, 2026

• Additional search filters added
• Background sync optimized
• All of the new actions behaviors are now supported on the mobile app
• Rate selectors now appear when adding the rate on a task/report to make selection easier
• Reports now show the billing lines for all charges and how they are invoiced
• Scanning an asset’s QR code will pull in the serial number directly
• Other UI improvements and fixes

Web - 2.0.61001 - October 1, 2026

• Rentals — add a booking for a short-term rental and the housekeeping, reports and checks around the stay are created for you. See Intro to Rentals.
• Planning — see your billed work by customer, assignee and item over any period, with a chart you can drill into. See Intro to Planning.
• Price Planning — set a price change for a future date and the app applies it on that day. See Price Planning.
• Actions — link an Action to a Home Asset, record an owner’s approval decision on it, and set a Before next guest target at rental properties. See Workflow Examples in Detail.

Web - 2.0.60919 - September 19, 2026

• Billing on every report and task. Open a report or task and its new Billing list shows every charge it produced with its status — Unbilled, or Invoiced with the invoice number as a link. Click + Add billing item to add further charges to the same visit (supplies, extra time, a mail run); a report or task can now carry any number of charges. See Tracing Billing Between Reports and Invoices.
• Billed work on every invoice. The invoice screen now lists the visits and charges behind the invoice, each linking to its report, with Billed work total, Invoice total and any Difference shown explicitly. The Invoice Details drawer is wider.
• Billing items are no longer purged after a year: your billing history is kept for as long as the report and invoice exist.

Web - 2.0.60916 - September 16, 2026

• New Desktop UI Released
• New Calendar allowing drag/drop capabilities and rescheduling
• Route Planning - you can now change the entire route’s day or assignee from the Route Planning screen
• You can now delete Notes Descriptions and Notes Categories if unused.
• The Google Maps Street View photo is pulled automatically when adding a new customer (if available)
• Incomplete or missing Forms/Agreements are now shown on the Dashboard and you can click directly into the list of missing forms
• Tags can now be added to all properties to allow for easier classification and sorting.

• Attachments have been enhanced to allow for adding a description, and also tags, to each attached file
• You can now enter the Task Email before task completion (note that the mobile portion of this is not yet released)
• You can create an Action or a Task directly from the Conversation window, allowing the customer’s directions to automatically turn into an event in the system. AI will automatically fill it in for you based on the premise of the conversation.

Note

“Desktop” entries dated before September 2026 refer to the previous desktop app. The new web app (app.hwit.me) replaced it; its updates are listed under Web from here on. Mobile entries refer to the HWIT mobile app and are unchanged.

Mobile - 1.8.4 - September 7, 2026

• Improved photo syncing if the app goes offline in the middle of syncs.
• Updated language translations
• Prevention of saving schedules and reports without an assignee.

Mobile - 1.7.1 - August 24, 2026

• Now provides for regular Camera mode as well as a Multishot mode when taking reports.

Desktop - 1.7.0824

• A preview option has been added to the Forms/Agreements editor so that you can preview what a form will look like when sent to a customer.

Mobile - 1.7.8 - August 16, 2026

• This version supports the new reporting enhancements: conditional questions, multi-select questions. The app now supports taking multiple photos at a time for a single question. Timestamping has been reformatted to look nicer, and will now include your company logo as a watermark on photos at the same time.
• Vendor Bills management has been added as an early release. Currently this supports QuickBooks and HWIT Invoicing users as well as Zoho Books. Zoho Invoice will be added in the next release.
• You can now attach images to “Display Only” report questions — these will be visible to the client in the final report.

Desktop - 1.7.260816

• Vendor Bills — is now available as an early release. Documentation is here in the Help System. Feel free to use it and provide your feedback to HWIT.

Desktop - 1.7.260814

• The Report Template Editor has been updated to allow for management of: Include unanswered questions (rather than skipping — use this if you trust your technicians to not skip inadvertently), conditional questions (a new question can arise based on a previous question’s answer), multi-select questions (allows you to select more than one answer to a question), the ability to modify the colors of the final customer report. Note that using conditionals requires updating your mobile app to 1.7.8, which will be available in about a week.
• Vendor Bills. This is brand new and will also be coming to mobile shortly. Please wait on trying this until the mobile version is out and at that time we will publish full documentation. Note that support for PennyLane and InvoiceXpress is not available yet.

Desktop - 1.7.260801

• Forms and Agreements have been added to the system. This is an early-release beta at this time. You are welcome to use and try the product and provide feedback to HWIT on the functionality.
• Improved syncing of QB and InvoiceXpress data. Updated syncing for Zoho Invoicing.

Mobile - 1.7.7 - July 31, 2026

• AI system updated to better handle offline photos and syncing.

Mobile - 1.7.6 - July 21, 2026

• New Help System released — the new system knows your configuration (accounting, reporting, advanced scheduling) and can provide answers more targeted to your specific situation. Help chats are stored for later review
• Notes and photo syncing has been updated

Desktop - 1.7.260717

• New Help System released — the new system knows your configuration (accounting, reporting, advanced scheduling) and can provide answers more targeted to your specific situation. Help chats are stored for later review
• Making a client inactive now also deleted open schedules and any uncompleted reports and tasks. Completed items will remain for history.
• Various small UI and process updates

Desktop and Mobile - 1.7.4 - June 24, 2026

• Photo capture in reporting has been streamlined
• Semi-Monthly scheduling has been added.  Details can be found here.​
• Updated Account Information page has been added, making it easier for you to manage your account details, view past invoices, update your payment information, etc.

Desktop and Mobile - 1.7.3 - June 13, 2026

• Updates to internal reporting capabilities, increased speed.

Desktop and Mobile - 1.7.1 - June 3, 2026

• Photo and GPS stamping added to internal reporting.  All documentation updated to include details - found here.

Desktop and Mobile - 1.7.0 - May 22, 2026

• Internal AI Reporting added.
• Other UI updates

Desktop - 1.6.260422 - April 22, 2026

• Advanced Scheduling has been added to the system.   Details here.
• HWIT Integrated Invoicing has been added to the system.  Details here.

Desktop - 1.4.260402 - April 2, 2026

• Route Planning has been added to the system.   Details here.
• PennyLane has been added as a supported accounting system.

Desktop - 1.4.260309 - Mar 9, 2026

• Subscription billing has been added to the system.   Details here.
• French, Spanish, and Portuguese languages have been added and can be adjusted from the Settings page.
• Properties List search capabilities have been rewritten, and now also include Route in the search.

Desktop - 1.4.260309 - Mar 9, 2026

• All Schedules for a particular customer are now visible on the Property’s Billing screen.
• The ability to Mass Add Tasks has been added

Desktop - 1.4.260226 - Feb 26, 2026

• You can now search your reports using AI for virtually any data contained within them.  Details here.

Desktop - 1.4.260213 and Mobile 1.4.0 - Feb 13, 2026

• Tasks have been added to the system in order to provide a way to schedule items that do not require a report for completion.  Full details here.
• The ability to put a message on the invoices generated in your accounting system.  Details here.

Desktop - 1.3.260204 - Feb 4, 2026

• Recurring Billable Items can now be entered and scheduled to manage regular non-report charges like monthly service or management fees - details here.
• Numerous UI changes, full search on the Reports List

Desktop - 1.3.260105 / Mobile 1.3.4 - January 5, 2026

• Schedules and Reports can now be entered/schedule by time as well as just date.
• New Calendar Feed option - details here.

Desktop - 1.3.251218 - December 18, 2025

• You can now send emails to all of your clients automatically — please see these instructions.
• Route is now available on the desktop app.
• Small UI improvements.

Desktop - 1.3.251122 - November 22, 2025

• Invoices can now be emailed directly from the Generate Invoice screen.
• Zoho Invoices will now reflect Strips as an acceptable payment method without having to edit the invoice in Zoho directly.
• Changing Reports will now update the report in place (MQA) rather than delete the old report and create a new one.  This will prevent issues with reports in progress and then making a change to the date/assignee/title in HWIT.

Mobile and Desktop - 1.3 - Nov 11, 2025

• Provisions for the upcoming customer app have been added (conversations, notifications, in residence approvals, etc)
• UI updates and adjustments
• Invoices create in Zoho will now be set to accept Stripe payments automatically

Mobile Update 1.2.2 - Oct 30, 2025

• The app now supports SafetyCulture Actions
• Schedules List now displays No End Date if No End Date is set.
• Many small UI updated

Mobile Update 1.2.0 - Oct 13, 2025

• Updated the app to work better with Apple Keyboard.
• Many small UI updates

Desktop Update - October 6, 2025 - Version 1.1.251006

• You can now send your report emails (and in the future customer emails) from your own domain instead of just homewatchit.report.   To set up your domain for sending please follow these instructions.
• The ability to automatically add a credit card surcharge has been added to the Invoice Generation system.  Details here.

Mobile Update 1.1.1 - Sept 22, 2025

• The capability to email multiple contacts a QuickBooks invoice has been added. Details here.
• For those without an accounting system you can add/edit billable items.
• Several UI updates and bug fixes.

Desktop Update - Sept 20, 2025 - Version 1.1.250920

• The capability to email multiple contacts a QuickBooks invoice has been added.  Details here.
• You can now download a CSV file of all of your open Billable Items (Admin).
• You can manage your Items in HWIT now.  If you have an integrated accounting system, you can edit the basic information about the item and it will sync to your accounting system.  If you do not have an accounting system, you can add or edit items so that you can utilize the billable items features even without an accounting system.
• For those without an accounting system you can add/edit billable items and also use the Invoice Generation steps.  Note that the invoices will be generated, but are not sent out or managed after that.  It is still up to you to send those to your invoicing system whatever that may be.  If you want invoices sent out and online payment capability, please check out one of our integrated accounting system platforms.
• Several UI updates and bug fixes

Desktop Update - Sept 16, 2025 - Version: 1.1.250916Mobile Update 1.1.0 - Sept 16, 2025

• You can now hide rates from selected users.  Details are on the User Screen.
• The ability to edit emails before sending is available.  Basically you turn off the auto emailing and can email whenever you desire.  Full details here.

Desktop Update - August 25, 2025 - Version: 1.1.250825

• Actions have been added (syncing with MonitorQA)

Mobile Update 1.0.8 - August 25, 2025

• iOS devices will now open MonitorQA to the app instead of the webpage
• Actions have been added to the app
• Schedules can now be fully changed from the app (same as the Desktop version)

Desktop Update - August 19, 2025 - Version: 1.1.250819

• When updating a report template, you can now push those template changes out to Pending Reports.  Details are at this link.
• You can now make changes to a Report that belongs to a Schedule without affecting the underlying Schedule.  For example, if you want to change the assignment or notes on the current report you can do so, without affecting the Schedule.

Desktop Update - August 14, 2025 - Version: 1.1.250814

• The Cutoff Date parameter has been added to the Generate Invoices step.  Usage details are at this link.

Mobile Update 1.0.7 - August 13, 2025

• In Residence List display (no editing, just display for reference)
• View Only role is fully implemented
• Add/Edit Schedules now correctly displays the dates
• Folder structure on Attachments is now spaced further for easier use

Desktop Update - August 8, 2025 - Version: 1.1.250808

• In Residence added - this is Beta Test currently so please feel free to use this feature and provide any comments necessary about the feature and function
• Faster screen performance

Desktop Update - July 31, 2025 - Version: 1.1.250731

• Email addresses are now optional for contacts
• Updated reports screen with more info and faster results, also allowing you to filter by date
• Email status is now on the report list

Desktop Update - July 18, 2025 - Version: 1.1.250718

• Added date selection to Completed Reports List
• Numerous UI updates and small bug fixes
• Updated security

Mobile Update 1.0.4 - July 3, 2025

• The attachments capabilities available in the Desktop Version are now available on the mobile app.
• Billing Items that have been previously invoiced will no longer display on the list
• Only active Item codes will be selectable when adding billing items.
• Other small UI and bug fixes.

Desktop Update - July 1, 2025 - Version: 1.1.250701

• For QB users — the provision to set a company default terms code has been added.  As QB requires that all invoices posted have a terms code associated, if you do not have terms on all your customers the invoice will not post to QB.  If you set up this default it will always use it in case a customer’s terms code has not been set.  Go to Settings / Integrations / Accounting and set it there.   Going forward, if an invoice cannot be synced due to a missing terms code the invoice will simple be removed and your billing items reinstated so that you can process it again.
• The ability to add any number of files attachments to a customer, along with a folder structure, has been added.  This will be added to the mobile app in a future update (on mobile it will require internet connection to retrieve files).  More details are at this link.
• You can now create a single-day schedule, for any or all customers, with a few clicks.  Think of this as a quick way to schedule Pre-Storm Visits for all of your customers at once.  With hurricane season approaching please be aware that this is available to you!  This link will explain how to use it.
• Some additional UI updates and small fixes have been released, primarily around Invoice Processing.

Desktop Update - June 19, 2025 - Version: 1.1.250619

• Billing Entries List now excludes items that have been previously invoiced.
• You can now edit existing Notes Categories and Descriptions
• The ability to add and delete Users is available to the Admin for each company on the Settings / Account screen

Mobile Update 1.0.3 and Desktop Update - June 10, 2025

• In the mobile app you can now click the entire “Card” in lists to get to the details, instead of just the > character.
• Mobile: Clicking the address on the customer will not open the default map program on the device directly to the address
• Desktop: Schedules can now be entered without specifying an Item ID
• Desktop: The Schedules List now shows the repeat interval
• Desktop: Other small UI fixes
• Mobile: Other small UI fixes

Desktop Update - June 5, 2025 - Version: 1.1.250605

• Added New and Updates section to Dashboard screen
• Schedule list now shows the repeat interval
• All +/Add buttons more moved to the top bar so as they were overlaying the bottom item on the lists and therefore the list item could not be selected
• Small bug and UI adjustments

App Update - May 26, 2025 - Version 1.0.2

• The ability to resend a report easily — simply hit the Resend button when viewing the report details
• The Properties List — you can now tap anywhere on the Customer Card to go to the view customers screen (no longer need to hit the >)
• Small but and UI adjustments