Release Notes 9/Sep/26

The following fixes and improvements were included in version 6.85.63 (Web), released on 9 September 2026.

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

Enhancements (9)

Service contracts already capture a PO Number and a PO Expiry date. Managers can now decide whether that expiry date should control billing: they can let a contract carry on invoicing as usual once the PO has expired, or choose to pause billing automatically the moment the expiry date passes. While a contract is paused, no further billing is sent onward to the finance system until a new PO and a future expiry date are entered, at which point invoicing resumes on its own. This gives back-office teams control over customers who will not pay against an expired PO, while leaving behaviour unchanged for any contract that does not opt in.

Users can now choose how a service contract's billing periods line up when equipment is added, using a new Billing Alignment setting that sits alongside the existing Billing Frequency. Set to "From start date", it keeps today's behaviour and bills a full period running from the date the equipment was added. Set to "Calendar", it aligns each period to tidy calendar boundaries across every frequency: annual charges run 1 January to 31 December, quarterly charges fall into January–March, April–June, July–September and October–December, and monthly charges follow whole calendar months.

When equipment is added part-way through a period under calendar alignment, the first invoice is automatically pro-rated on a day-count basis, so the customer is charged only for the days they actually hold the equipment up to the next boundary. For example, adding equipment on 21 July to an annual £1,200 charge produces a first invoice of £539.18 covering 21 July to 31 December, followed by the full £1,200 for each calendar year after that. Every period beyond the first is charged in full at the standard amount, and this pro-rated value is the figure passed through to the finance system, with any agreed customer discounts still applied as before.

Billing frequency and alignment are shown consistently across the contract views and are available for reporting. Existing contracts are unaffected and continue to bill from the start date unless calendar alignment is switched on, so the change is entirely opt-in.

Equipment cost price changes are now journalled directly at the equipment level. When a cost price is edited on an equipment record, the system fully reverses the old cost and posts the new one, and re-costs any live deals holding that equipment so their work-in-progress values move to the new price automatically. Cost changes made inside a deal now flow through this same equipment-level journalling rather than being posted from the deal, and every change leaves a clear, auditable trail. This keeps the finance package aligned with the true cost of equipment.

The standard system email templates now show a clear message at the top of the edit screen, confirming that the template cannot be changed. Users can see at a glance that this is intended rather than a fault, which removes confusion and saves time when reviewing these templates.

The library used behind the scenes to generate PDF documents has been updated to a modern, fully supported component. This keeps document generation reliable and secure going forward, with no change to how your documents look or work.

The rich text editor used in areas such as document templates and comments has been upgraded to the latest version, bringing the newest security and stability improvements. The editing experience is unchanged, so you can carry on writing and formatting content exactly as before.

When a branch-to-engineer stock transfer raised on the mobile app is opened on the web, the source branch and destination engineer are now selected automatically from the values chosen on the app. The stock transfer is ready to process straight away, with no need to re-enter the From and To locations.

With engineer mileage now captured from the mobile app, mileage can now be reported through Self Service Reporting: appearing in the Job dataset for mileage linked to a job and in the Engineer dataset for mileage that is not job related. Managers gain clearer visibility of engineer travel for both job costing and overall activity analysis.

Engineer mileage is an opt-in feature, please speak to your Customer Success manager for further assistance.

The stock receipt data set for reporting now includes a range of additional fields, covering the depot, the engineer (number and name), the bin (number and description), issued and reserved quantities, and whether stock is quarantined. This gives users much greater flexibility to analyse stock movements, so they can track exactly where stock has gone and how much remains available or reserved.

Fixes (17)

In an equipment deal, the Add Job charge code lookup correctly filtered codes by the job's invoice type, but once a new charge code was added the list began showing both chargeable and non-chargeable codes. The lookup now keeps the correct filter after a new code is added, so users only see the codes valid for the selected invoice type.

After stock for a job was received and manually issued, the linked part request could stay at 'Sent to Pick' even though the stock had been booked to the job, so the request looked open and stopped the job being submitted for invoicing. Once stock is issued, the part request is now completed and its status recalculated, so finished jobs can be submitted and invoiced without being held up.

On the mobile app, a service task could display forms for every piece of equipment on the whole job rather than just the equipment for that task, so engineers saw more forms than expected. Each task now shows only the forms linked to its own equipment type, making it much quicker for engineers to complete the right paperwork.

When invoicing a machine from stock within an equipment deal, the system could pull the serial number of a machine that had already been sold, producing an incorrect deal that could not then be corrected once saved as a quotation. Each machine is now matched to its own stock receipt, so the correct serial number is used and the same item can no longer be allocated to more than one deal or quotation.

When raising a job from a new service call, the agreed visit date shown on screen was not being saved onto the created job. The agreed visit date is now stored correctly, so jobs carry the visit date that was entered.

After a recent update, the Equipment ID was no longer copied automatically from a quotation to the job when the job was raised, so users had to open each new job and add it by hand. Equipment details now transfer automatically from the quotation to the new job again, removing that extra manual step.

Converting a quote to a job could fail because the agreed visit date was not being handled in a consistent date format. Date handling during job creation has been corrected, so quotes now convert to jobs reliably.

The Customer Warranty Claim screen had moved to a receipt-based workflow, but the Job Number field still appeared in one version of the add popup, so it showed inconsistently depending on how the screen was opened. Job Number has now been removed from every path, so the screen consistently uses Receipt No., Serial Number, Quantity and Return Action wherever it is opened.

When previewing a miscellaneous invoice, the branch name and number were not being passed through, so branch-specific content such as the company logo was missing from the preview even though it appeared correctly on the finished invoice. The preview now includes the correct branch details, so what users see on screen matches the generated document.

Previously, work done notes added by engineers in the legacy mobile app could disappear rather than being saved, leaving engineers with no way of knowing the note had not been kept. Work done notes now save and sync correctly, so engineers can be confident the notes they enter reach the office.

It was possible to raise more than one job from the same quote, for example from two separate browser sessions creating duplicate job numbers for the same work. The system now checks before creating a job and prevents a second job being raised from a quote that has already been used, while still allowing separate jobs for different quote revisions.

When creating a hire contract with cross hire equipment, the Reissue Duration entered earlier was cleared once the recurring payment schedule was saved, forcing users to enter it again before raising the contract. The Reissue Duration now stays in place after the payment schedule is saved, and other contract details are preserved through the screen refresh.

Previously, splitting a task onto a new job could sometimes fail without warning: the system reported that a new job had been created, but the new job was not actually raised and the task stayed on the original job. Splitting a task now correctly moves it to a new job, keeping its linked details such as engineers, labour and billable time, parts, notes and forms. If the split cannot be completed, users now see a clear error instead of a false success message, and new split jobs are created in a consistent unissued state.

Previously, sorting the Job Status column in Job Control did not order jobs correctly, so jobs with an empty status were not grouped together at the top as expected. Engineers can now sort by Job Status and see jobs listed in the right order, making it easier to spot the jobs they are currently working on.

On the Sales Invoice Reprint screen, some users intermittently saw only the Edit option while the Download, Print and Regenerate buttons disappeared, even though they had the correct permissions. This was caused by permissions occasionally being read incorrectly, and the action buttons now display consistently for everyone with the appropriate access.

When a contract was raised from a quote set up for advance billing, the contract reverted to arrears while keeping the advance first invoice date, leaving the billing details inconsistent. The advance billing option is now retained on the contract, so the billing type, first invoice date and invoice schedule stay consistent with the original quote.

Previously, exporting the Submitted Jobs list from Job Control failed with an error and produced no file. Users can now export the Submitted Jobs list to CSV and PDF successfully, whether non-chargeable jobs are shown or hidden.