Release Notes 16/Jul/26

The following fixes and improvements were included in version 6.85.59 (Web), released on 16 July 2026.

A New version of the Mobile App has been released, release notes for this can be found here: Mobile Release Notes

Enhancements (10)

Service Geeni now supports dual SLAs, giving managers full visibility of both a response time and a completion time for every job. Priority and SLA Profile settings are also now grouped together in the interface, making the relationship between them clear.

This enhancement covers four areas:

1. Priority and SLA Profile setup: The SLA Profile selector now sits directly alongside Priority in the interface. Each Priority can now have both a Response Time and a Completion Time, and the Priority pop-up has a cleaner layout and default search.

2. SLA Profile configuration: Each priority within an SLA Profile can now be given its own Response Time and Completion Time, which override the values set on the Priority itself. Newly added priorities now appear correctly when editing an existing SLA Profile.

3. Validation: If both a Response Time and a Completion Time are entered, the Resolution Time must be equal to or greater than the Completion Time, and values in an unsupported format are flagged immediately, helping prevent incorrect SLA setups.

4. Job creation: When a job is raised, Service Geeni automatically calculates and displays both a Target Response Date and Time and a Target Completion Date and Time, based on the customer's SLA Profile (where one applies), the selected priority, and when the call was logged. Both fields are read-only on the job, keeping SLA commitments consistent once set.

Together, these changes give field service managers and coordinators clear visibility of both response and completion targets for every job, and make priorities and SLA profiles much easier to set up and maintain.

The Equipment Deal warranty screen now works the same way as the Equipment Record warranty screen, letting you add, view and edit multiple warranties directly on a deal rather than just one. Warranties are shared between the two screens, so adding or editing a warranty on the deal updates the linked equipment record automatically, and the same applies in reverse – a change made on the equipment record is reflected straight back on the deal.

Service Geeni can now automatically update an equipment record's status and/or category when a related deal is completed, and the way equipment availability is set up has changed. Here's exactly what's new and what happens to your existing statuses and categories.

Each deal type can now be configured with a target equipment status and/or a target equipment category, which are applied automatically whenever a deal of that type is completed.

Equipment Category setup now includes an Availability option with three choices: Available For Sale, Available For Hire, and Customer Owned. You can select one or more of these when creating or editing a category. Availability is now managed entirely through Equipment Category rather than Equipment Status.

The Available For Sale, Available For Hire and Customer Owned options, along with the ‘set this status when equipment is sold’ option, have been removed from Equipment Status setup, since availability is now controlled through Equipment Category instead.

A one-time migration runs automatically as part of this release, so no manual work is needed. For every piece of equipment, Service Geeni takes its current category and combines it with whatever availability flags were set on its status, then places it in the matching category – creating that category if it doesn't already exist. Only combinations actually needed by your equipment are created; unused combinations are never added.

A few important points on how the migration behaves:

After the release, everywhere in Service Geeni that previously checked Equipment Status to determine availability will check Equipment Category instead, and your existing equipment will already be set up correctly under the new structure. To know more, click here.

Equipment Cost Price access is now controlled through a dedicated user permission that is available only when Equipment Journal Posting is enabled. Administrators can grant separate view and edit permissions, allowing greater control over who can access and modify equipment cost prices.

When users have edit permission, cost price changes can be saved. Users with view-only permission can see the field but cannot modify it. When the feature is disabled, the Equipment Cost Price permission is hidden from User Group Access and the Cost Price field is removed from Equipment Records. Cost price changes are also recorded in the audit history to provide a complete audit trail.

E-signature request emails have been enhanced to include the quote number in the email subject. This allows recipients to quickly identify the relevant quotation without opening each email, making it easier to manage and respond to multiple e-signature requests.

E-signature request emails have been enhanced to include key quote information within the email body. In addition to the quote number, customers can now view the list of equipment included in the quotation, making it easier to identify and review the correct quote before opening or signing the attached document.

Several UI elements were misaligned or inconsistent, including truncated filter text in Access Times, a misplaced equipment selection checkbox in hire contracts, and misaligned ellipsis buttons in various popups. These alignment issues have now been corrected.

Many popups for validation, confirmation and naming showed the wrong header, or none at all, for example 'Error' instead of 'Alert', 'Done' instead of 'Success', or no title at all. Popup headers across the application now display consistently and accurately.

When an equipment deal included an extended warranty, its value wasn't added to the invoice, leaving an outstanding balance that stopped the deal from being completed. Extended warranty values are now included correctly so deals can be completed.

Fixes (30)

Fixed issues in Hire Contract Quote (HCQ) reports where Equipment custom dropdown fields displayed the stored value instead of the selected display text, and the Equipment Power field was missing from the ContractEquipments report dataset. The report now correctly displays the selected custom dropdown text, and the Power field is available in the report dictionary for inclusion in Hire Contract Quote templates and reports.

An issue has been resolved where costs generated from Hire Service Purchase Orders were not appearing in the Revenue & Cost section of the associated hire contract after goods receipt. The contract now correctly reflects hire service purchase order costs, providing accurate financial visibility.

Occasionally, creating a new equipment record could result in two records being saved with the same ID, causing confusion later when adding the equipment to a contract. This has been fixed so each new equipment record is now guaranteed a unique ID.

Fixed an issue where selecting an Equipment Model from the Root Cause popup resulted in a system error, particularly when "All Branches" was selected. Equipment Models can now be selected successfully without any exception.

An issue has been resolved where zero-value jobs could incorrectly appear in the View Submitted Jobs list even when zero-value invoicing was disabled. The filtering logic has been updated so only jobs eligible for invoicing are displayed, preventing non-invoiceable jobs from remaining in the submission queue.

Fixed an issue where jobs raised with an engineer already selected could fail to autoschedule and were not displayed in the Scheduler/Diary. The dependency on AutoScheduleJobsRaisedSetting has been removed, and both issued and unissued jobs with selected engineers now appear automatically in the Diary and mobile app.

Deleting a deal in Equipment Deal Records temporarily showed quotation records in the Deals tab until the page was refreshed. The Deals tab now updates correctly straight away.

An issue has been resolved where removing a line item, such as a freight or delivery charge, from a purchase order did not update the overall order total. The total kept including the cost of the removed line, so it no longer matched the sum of the remaining items. This has now been fixed. Purchase order totals will now always reflect only the active line items, so removed charges no longer inflate the total shown.

An issue has been resolved where the same task could appear twice for an engineer in the Scheduler due to archived engineer assignment records being included alongside active records. The Scheduler now displays only active engineer assignments, ensuring each task is shown once.

An issue has been where kit components on sales orders created from quotations could incorrectly remain in a "Pending to Book" status after stock had been processed. The sales order conversion and stock reservation logic now correctly links kit sub-items, allowing the PPD and invoicing workflows to complete successfully.

The financial posting created when a Part Return request is accepted as a Stock Exchange has been enhanced to populate all required accounting information. Previously, the journal entry was created successfully, but several nominal codes, cost centres, and department codes were not populated, resulting in incomplete financial records.

This has now been corrected. Journal entries generated for Stock Exchange Accepted transactions now populate the appropriate debit and credit nominal codes, cost centres, and department codes from the configured Stock PA Codes, while retaining the existing posting behaviour for transaction details, reference information, posting type, and calculated values. This ensures complete and accurate financial postings for stock exchange returns.

Stock items set up across all branches weren't showing their depot's default bin location on a stock take when their quantity was zero. Stock takes now pull through the correct bin location for these items.

The Daily Service Due Reminder previously only showed services due today or tomorrow, so an older overdue service could be missed. Coordinators now see overdue services alongside upcoming ones until they've been accepted.

Deleting a filter on the Start Date or End Date in Access Times made the date picker disappear, and refreshing the page to bring it back lost any unsaved changes. The date picker now stays available after a filter is removed.

An issue has been resolved where kit service items could incorrectly appear as requiring a purchase order despite being available in stock. The Book Service Stock screen now displays the correct on-hand and on-order values for parent kit items, ensuring stock availability is accurately represented.

The Select Parent Root Cause Description screen showed "1 of 0" in the pagination even when no matching records existed, which was misleading. It now shows the correct pagination state when there are no records to display.

An issue has been fixed where searching using the Address (Site) filter in Customer & Site Records generated an "Invalid column name 'CountryName'" SQL error. The search logic has been corrected, and the filter now returns the expected customer records.

An issue has been fixed where the View Contract screen displayed duplicate Edit and Print buttons in the action bar. The screen now correctly displays a single Edit button and a single Print button, ensuring the expected UI behavior.

An issue has been resolved where sales orders containing a mix of stocked items and items requiring purchase orders or part requests were not processed correctly for picking. Stock items with available on-hand quantity are now sent to the PPD picking process independently, even when other lines on the same sales order require procurement.

Purchase invoice line totals entered with more than two decimal places are now rounded and displayed correctly in the Invoice UI and Purchase Nominal Update UI. The purchase nominal posting is completed successfully without errors.

Resolved an issue where duplicate custom fields were displayed when selecting Read From or Write To fields for list-type Forms custom fields. The custom field selection popup now displays each available field only once, making configuration simpler and more accurate.

A previous update let users resize the SKU History column, but the full part number still wasn't fully visible. The column can now be widened enough to show the complete SKU.

Ann issue has been fixed where Hire Contract documents printed after completing the final Collection Job and moving the contract to Terminated status displayed blank or missing site and contract information. Terminated contracts now retain the required data, and the Hire Contract document prints all details correctly.

Users without permission to submit jobs could still see and use submit options when viewing Job Details, even though these were correctly hidden in the Job Control list. Submit actions are now hidden and blocked consistently everywhere a job can be viewed, matching each user's permissions.

Updated the Communication Center to ensure that document actions (New Document, Edit, Delete, and Preview) are displayed based on the user's assigned access permissions. Users must have the appropriate Customer Document or Site Document permissions in addition to Communication Centre access to perform document-related actions, ensuring consistent and secure permission-based access control.

Fixed an issue where column sorting was not functioning in the Equipment History → Job History popup. Users can now sort records correctly by clicking the supported column headers in ascending and descending order.

Some users were unable to see engineers' diaries in the scheduler and received an error when trying to reset their view. This has been resolved so engineer diaries load and display reliably.

The confirmation popup shown when merging jobs in Job Control previously had no header. It now displays a clear title so its purpose is obvious.

When a contract's start date was changed from a future date to the current date, the contract status remained "Scheduled" instead of updating to "Active". This has been fixed so the status now updates correctly.

Some validation popups showed the header "Alert" without an exclamation mark. These now consistently display "Alert!" across the application.