Release Notes

Web / Backend

Improvements

Settings Menu Redesign

• Reordered Navigation: “AI & Notifications” now appears directly above “Automations” for better logical grouping.
• Hover Tooltips: Each settings menu item now displays a helpful tooltip on hover describing what that section contains.

Actor Exclusion for Notifications

• No Self-Notifications: Users no longer receive notifications for actions they performed themselves. For example, if you complete a job, you won’t get the “Job Completed” notification - only other relevant parties will.

Company Contact Info in Templates

• New Template Variables: {{company_phone}} and {{company_email}} are now properly substituted in notification templates (SMS, email, in-app).
• Fallback Logic: Company phone falls back to employer’s phone number if not set in company settings. Company email falls back to employer’s email.

Unified Template Notifications

• Unregistered Customers Now Use Templates: Invoice and quote notifications sent to unregistered customers (email or SMS) now use your customizable notification templates instead of hardcoded messages. This means all customers receive consistently branded communications.

Bug Fixes

• Template Variable Substitution: Fixed bug where {{company_phone}} and {{company_email}} appeared blank in SMS notifications despite being set in notification templates.
• Save Button Styling: Fixed Save button styling in the unified notification template modal.
• Payload Efficiency: Removed redundant atom/string key duplication in notification payloads for cleaner, more efficient data handling.
• Template Editor Blank Lines: Fixed issue where blank lines in notification templates could collapse or disappear when saving.

Mobile App (v1.0.1, Build 56)

Improvements

• Minor build and signing configuration updates for iOS

Web / Backend

New Features

ServiceIQ Import Support

• Customer Imports: Import customers from ServiceIQ using either Clients or Contacts CSV exports. The system auto-detects the format from column headers.
• Estimates/Quotes Import: Import ServiceIQ estimates as CleanOps quotes with automatic customer matching and status mapping.
• Invoices Import: Import ServiceIQ invoices with line items, tax amounts, and payment status.

Flexible Customer Matching

• Name-Only Matching: New option in the import wizard to match customers by name alone when no email or phone is available.
• Unique Match Requirement: Name-only matching only succeeds when exactly one customer has that name, preventing ambiguous matches.

Improvements

Notification Timezone Handling

• Local Time Display: Job notification times now display in the recipient’s timezone (Customer timezone > Employer timezone > EST fallback).
• Timezone Abbreviations: Time strings now include timezone abbreviations (e.g., “09:00 PM EST”) for clarity.
• Consistent Formatting: All job-related notifications use the same timezone resolution logic.

Email Templates

• Cleaner Greeting: Removed duplicate “Hi [Name]” greeting from email templates for a cleaner appearance.

Bug Fixes

• Phone Number Normalization: Fixed phone number matching to properly handle international formats by comparing last 10 digits.
• Derived Customer Matching: Improved fallback logic when matching imported quotes/invoices to existing derived customers.

Mobile App (v1.0.1, Build 54)

New Features

Error Recovery

• ErrorBoundary: Added crash prevention with automatic recovery, retry options, and navigation escape hatch when something goes wrong.

Template Editor

• Variable Insertion: New template editor with cursor-based variable insertion for customizing notification messages.

Improvements

Settings

• Menu Descriptions: Settings menu items now include helpful descriptions explaining what each option does.

Job & Quote Handling

• Quote Selection: Fixed quote not being selected when editing an existing job.
• Address Selection: Fixed job creation from quote to properly select the customer address.
• Customer Display: Fixed customer UUID display in quote modal and job creation.
• Job Timer: Fixed job timer starting immediately after clock in instead of waiting for manual start.

Navigation

• Dashboard Map: Fixed job navigation from the dashboard map view.
• Notifications Tab: Notifications page now defaults to the correct tab.

Authentication

• OAuth MFA Fix: Fixed crash ({:badkey, :mfa_email_enabled}) when users with MFA sign in via Apple or Google OAuth.
• MFA Navigation: Fixed MFA navigation race condition for smoother authentication flow.

Bug Fixes

• Android DateTimePicker: Fixed infinite loop issue that could freeze the app when selecting dates/times on Android.
• Technician Fallback: Changed technician fallback display name from “TBD” to “Technician” for clarity.

Web / Backend

New Features

Notification Preferences

• Per-Channel Control: Users can now enable or disable specific notification channels (in-app, email, SMS) for each notification type.
• Preference Filtering: Notifications automatically respect user channel preferences before sending.

Enhanced Email Templates

• Detail Cards: Emails now include styled cards showing Quote Details, Invoice Details, or Job Details with relevant information.
• Action Buttons: Clear call-to-action buttons like “View Quote”, “View Invoice”, or “View Job Details” for one-click navigation.
• Branded Layout: Professional email layout with company branding and footer.

Improvements

In-App Notifications

• Clickable Links: In-app notifications now include proper navigation links based on notification type and user role.
• Role-Aware Routing: Technicians are routed to /technician/jobs/... while employers see /jobs/....
• Customer Portal Links: Customer notifications link to appropriate customer portal pages.

Template Variables

• Consistent Naming: Template variable {{amount}} renamed to {{total_amount}} for clarity across quotes, invoices, and jobs.
• Automatic Migration: Existing templates using {{amount}} are automatically migrated to use {{total_amount}}.

Notification Workers

• Cleaner Architecture: Job reminder, job follow-up, quote follow-up, and invoice follow-up workers now use consistent notification patterns.
• Better Logging: Improved debug logging for notification delivery tracking.

Bug Fixes

• Unregistered Customer Notifications: Fixed email and SMS delivery for customers without user accounts.
• Cross-Tenant Protection: Enhanced validation to prevent notifications from leaking across accounts.
• SMS Consent: SMS notifications now properly check user consent before sending.

Mobile App

New Features

Sign in with Apple

• Apple Authentication: iOS users can now tap “Continue with Apple” to sign in or create an account using their Apple ID.
• Privacy Support: Users who choose “Hide My Email” will have their private relay address stored securely.
• MFA Compatible: Sign in with Apple works seamlessly with existing MFA requirements.

Address Picker

• Saved Addresses: When creating quotes, invoices, jobs, or service requests, you can now select from saved customer addresses instead of typing manually.
• Quick Selection: Tap to choose from existing addresses, with Primary address highlighted.
• New Address Option: Still need a different address? Tap “Enter New Address” to type one in.

Improvements

Address Management

• All Addresses Visible: Customer contact info now displays all saved addresses, not just the primary.
• Auto-Save Addresses: New addresses entered in any form are automatically saved to the customer’s profile for future use.

Notification Templates

• New Variables: Use {{quote_total}}, {{invoice_total}}, {{quote_id}}, and {{invoice_id}} in your notification templates.

Bug Fixes

• Address Autocomplete: Fixed state abbreviation parsing for Georgia (GA) and other states that could be misinterpreted.
• Customer List: Fixed duplicate key error when paginating through customer lists.

Web / Backend

New Features

Sign in with Apple (Web)

• Apple OAuth: Web users can now sign in with their Apple ID via OAuth.
• Seamless Integration: Works with existing account linking and MFA flows.

Unified Address Picker

• Quote & Invoice Forms: Address picker now available in quote and invoice forms, matching the job form experience.
• Customer Portal: Request form now has full address picker instead of “use last job address” checkbox.
• Customer Detail: Shows all customer addresses with Primary and custom labels.

Improvements

Address Auto-Save

• Automatic Deduplication: Addresses are saved with “Service Address” label and deduplicated by street/city/state/zip.
• Historical Backfill: Existing addresses from past jobs, quotes, and invoices are migrated to customer address records.

Customer Search

• Async Search: Customer search in modals now uses async API calls for better performance with large customer lists.

Notification Templates

• Quote & Invoice Variables: Added support for {{quote_total}}, {{invoice_total}}, {{quote_id}}, and {{invoice_id}} template variables.

Bug Fixes

• SMS Follow-ups: Fixed SMS follow-up notifications for unregistered customers who have phone numbers.
• Reports Stat Cards: Fixed text overflow on stat cards with long numbers.
• Admin Access: Admin users now correctly bypass subscription checks for enterprise features.

Mobile App

New Features

Pending Downgrade Notifications

• Downgrade Banner: When you schedule a plan downgrade, a banner displays showing your current plan and the plan you’re switching to at the end of your billing period.
• Apple Downgrades: Pending downgrades detected from Apple subscriptions display clearly in the billing screen.
• Google Downgrades: Deferred plan changes from Google Play show the pending plan change with expected date.

Pro Feature Restrictions

• Plan-Based Access: Features are now restricted based on your subscription plan level.
• Upgrade Prompts: Attempting to access Pro-only features on a lower plan shows an upgrade prompt.

Improvements

Subscription Refresh on App Start

• Automatic Sync: Subscription status refreshes from Apple/Google when you open the app or log in.
• Accurate State: Your subscription status always reflects the latest from Apple App Store or Google Play.

Android Downgrade Handling

• Clear Messaging: Android users see an informational banner explaining that Google Play doesn’t support in-app downgrades.
• Guided Action: Users are directed to manage their subscription through Google Play settings.

Bug Fixes

• Google Pending Plan Detection: Fixed detection of pending plan changes for Google Play deferred downgrades.
• Apple Stale Transaction Handling: Fixed issue where stale Apple transactions could cause sync errors.
• Apple API Fallback: Improved reliability when refreshing subscription status from Apple.

Web / Backend

Improvements

Subscription State Accuracy

• Pending Downgrade Field: User profile API now includes pending_downgrade indicating scheduled plan changes.
• Google Deferred Detection: Properly detects and stores pending plan changes from Google’s deferredItemReplacement field.

Bug Fixes

• Apple Account Lookup: Fixed account ID lookup during Apple subscription upsert for better subscription matching.
• Google Downgrade Detection: Fixed detection logic to use correct field for deferred item replacements.

Web / Backend

New Features

Real-Time Mobile Notifications (WebSocket)

• Mobile Socket: New JWT-authenticated WebSocket endpoint (/mobile) for real-time notification delivery to mobile apps.
• Notification Channel: Phoenix Channel that resolves PubSub topics based on user type (employer, employee, customer) and their associations.
• Multi-Employer Support: Customers linked to multiple employers receive notifications from all of them via automatic topic resolution.

Support Ticket System

• Full CRUD API: New /api/v1/support-tickets endpoints for creating, viewing, updating, and deleting support tickets.
• Threaded Replies: Support for ticket replies with nested conversation threads.
• Status Management: Tickets support open, in_progress, waiting_on_customer, resolved, and closed statuses.
• Priority Levels: Low, medium, high, and urgent priority support.
• Category Classification: Tickets categorized as billing, technical, feature_request, account, or other.
• Admin Controls: Admins can assign tickets, update status, and manage all tickets across accounts.

IAP Webhook Event Queue

• Idempotent Processing: New webhook_events table tracks processed webhooks to prevent duplicate handling.
• Async Processing: Webhooks queued via Oban worker with automatic retry and exponential backoff with jitter.
• Stuck Event Recovery: Automatic recovery of events stuck in “retrying” state after process crashes.

Subscription Snapshots (Audit Trail)

• Automatic Snapshots: Every subscription state change creates a timestamped snapshot for audit purposes.
• Full State Capture: Snapshots capture status, plan, dates, and all subscription metadata.
• Transactional Safety: Snapshots created within same transaction as subscription updates.

Improvements

IAP Subscription Hardening

• Optimistic Locking: Added lock_version to subscriptions preventing concurrent update conflicts.
• Soft Delete: Subscriptions marked deleted_at instead of hard delete, preserving billing audit trail.
• Unique Constraints: Transaction IDs (Apple/Google) now have unique constraints preventing duplicate records.
• Grace Period Fix: Users in grace period retain access (was incorrectly revoking).
• DEFERRED Downgrades: Google downgrades use pending_plan_type to track future plan changes.

New Webhook Handlers

• Google SUBSCRIPTION_PAUSED (type 10): Handle paused subscriptions.
• Google SUBSCRIPTION_DEFERRED (type 9): Handle deferred subscription changes.
• Google SUBSCRIPTION_PENDING_PURCHASE_CANCELED (type 20): Handle canceled pending purchases.
• Google CANCELLATION_SCHEDULED (type 18): Handle installment cancellation schedules.
• Apple OFFER_REDEEMED: Track promotional offer redemptions.
• Apple PRICE_INCREASE: Handle pending and accepted price increases.
• Apple REFUND_REVERSED: Reactivate subscriptions when refunds are reversed.

Google Pub/Sub Configuration

• Auto-Derive Config: Service account email and JWT audience automatically derived from environment.
• Simplified Setup: Only GOOGLE_PUBSUB_AUTH_ENABLED=true required; no manual audience configuration.

API Enhancements

• Unread Count Endpoint: New GET /notifications/unread-count for efficient badge counts.
• Subscription Refresh: New POST /api/v1/subscription/refresh to sync subscription state from provider APIs.
• OpenAPI Specs: Added operation specs for notification and support ticket endpoints.

Bug Fixes

• Linked Purchase Token Lookup: Fixed Google subscription upsert to properly chain through all lookup methods (token → linked_token → account_id).
• Race Condition in Job Assignment: Wrapped set_invoice_jobs in transaction with FOR UPDATE lock to prevent duplicate primary jobs.
• Cancel at Period End Reset: Fixed cancel_at_period_end not being reset on resubscription.
• Replaced Token Handling: Skip updates for Google subscriptions with replacementCancellation reason.

Mobile App

New Features

Real-Time Notifications (WebSocket)

• Instant Delivery: Notifications arrive instantly via Phoenix WebSocket when app is in foreground.
• Auto-Reconnect: Socket reconnects automatically after network interruptions with exponential backoff.
• Background Disconnect: Socket disconnects when app backgrounds to preserve battery.

Support Tickets

• Create Tickets: Submit support tickets directly from the app with category, priority, and description.
• Ticket List: View all submitted tickets with status indicators and unread reply badges.
• Ticket Details: View full ticket conversation with threaded replies.
• Reply to Tickets: Add replies to existing tickets with full conversation history.
• Status Updates: See real-time status changes (open, in progress, resolved, etc.).

Subscription Refresh

• Live Status Sync: Billing page refreshes subscription status from Apple/Google on mount.
• Accurate State: Shows current subscription state directly from provider APIs.

Improvements

Upgrade/Downgrade Handling (Android)

• DEFERRED Downgrades: Plan downgrades use Android’s DEFERRED replacement mode, keeping current plan until period ends.
• Prorated Upgrades: Plan upgrades use WITH_TIME_PRORATION for immediate access with prorated charges.
• Current Token Detection: Automatically detects existing purchase token for upgrade/downgrade flows.

Subscription Access Logic

• Consistent Access Checks: New utility functions for determining subscription access.
• Grace Period Access: Users in grace period retain full app access.
• Canceling Access: Users who canceled but have time remaining retain access until period ends.

Notifications

• Efficient Badge Count: Uses dedicated unread count endpoint instead of fetching all notifications.
• Socket Integration: NotificationsContext integrates WebSocket for instant updates.

Bug Fixes

• WebSocket Path: Fixed socket URL construction (Phoenix automatically appends /websocket).
• Trial Period Display: Fixed trial period showing 7 days instead of 14 days.

Web / Backend

New Features

Mobile Error Reporting System

• Admin Dashboard: New admin interface for viewing and managing mobile app error reports. Includes filtering by platform, app version, and error type.
• Bulk Error Management: Admins can bulk delete resolved errors to keep the dashboard clean.
• Error Context Capture: Error reports include device info, app version, user context, and stack traces for easier debugging.

First View Tracking

• Invoice First View: Track when customers first view their invoices, providing insights into customer engagement.
• Quote First View: Similar tracking for quotes, helping businesses understand customer response times.

Customer Portal Address Management

• Address CRUD: Customers can now add, edit, and delete addresses directly from the customer portal.
• Primary Address Selection: Customers can designate a primary address that auto-populates on new service requests.

Job Feedback API

• Feedback CRUD Endpoints: Added POST, PUT, DELETE endpoints for job feedback, enabling customers to submit and manage their feedback from the mobile app.

Improvements

PDF Template Enhancements

• Unified Template System: Consolidated invoice and quote templates with dual-mode logo rendering for consistent appearance.
• Improved Header Layout: Better logo sizing, spacing, and info box alignment for professional-looking PDFs.
• WeasyPrint Optimization: Fine-tuned spacing and layout for WeasyPrint rendering engine.

API Enhancements

• OpenApiSpex Coverage: Added OpenAPI operation specs to all mobile API endpoints for better documentation and validation.
• Preview Endpoint Fix: Fixed HTML preview endpoints to properly return JSON-wrapped responses.

Registration Flow

• Subscription Picker: Registration now correctly routes to subscription picker after company setup.
• Address Autocomplete: Added Google Places autocomplete to company details during registration.

Billing & Plans

• Plan Features Display: Plan selection modal now shows detailed feature comparison.
• Apple Plan Notifications: Added support for Apple App Store plan change notifications.

Bug Fixes

• Employer Time Log Visibility: Fixed mobile API to match LiveView permissions for time log visibility.
• Surface Type Consistency: Fixed surface type naming consistency between customer and employer portals.
• Logo URL CDN Conversion: Fixed connected account logo URLs to properly convert to full CDN URLs.
• Global Search: Various fixes to search functionality across settings pages.

Mobile App

New Features

In-App Document Preview

• Quote Preview: View quotes directly within the app without downloading PDFs.
• Invoice Preview: View invoices inline with smooth scrolling and zoom support.
• Native Rendering: Documents render natively for fast, responsive viewing.

Job Photos in Invoice Details

• Photo Gallery: Invoice details now display all job photos (before, after, and additional photos).
• Fullscreen Viewer: Tap any photo to view in fullscreen with zoom and pan support.
• Photo Categories: Photos organized by type (before, after, other) for easy navigation.

Photo Capture Improvements

• Camera Option: Added camera capture option to job before/after photo upload, in addition to gallery selection.
• Completed Job Photos: Allow adding photos to jobs even after they’re marked complete.

Address Management

• Customer Addresses: Customers can manage their addresses directly in the mobile app.
• Auto-populate Address: New service requests automatically populate with the customer’s primary address.
• Shared Address Components: Refactored address modals to use shared form components for consistency.

Error Reporting

• Automatic Error Capture: App automatically captures and reports errors to help identify issues.
• Context Preservation: Error reports include user context, navigation state, and device info.

Improvements

Offline Handling

• Graceful Degradation: App now handles offline state gracefully without redirecting to login.
• Network Error Detection: 502/503/504 responses treated as network errors, not auth failures.
• Offline Banner: Fixed offline banner display and dismissal behavior.
• Portal Routing: Portal selection routing works correctly when offline.

Invoice & Quote Editing

• Footer Button Layout: Fixed invoice modal footer buttons to display side by side.
• Tax Amount Transfer: Fixed tax_amount not being copied from quote to invoice.
• Preview Fixes: Fixed quote and invoice preview rendering issues.

Bug Fixes

• Auth Redirect Race Condition: Fixed race condition that could cause incorrect redirects during offline-to-online transitions.
• Service Request Address: Fixed address field handling in service request forms.
• Quote Filters: Various fixes to quote list filtering and display.

Web / Backend

New Features

PDF Engine Migration

• WeasyPrint Integration: Migrated PDF generation from ChromicPDF to WeasyPrint for improved reliability and performance. Quotes, invoices, and job exports now use the new engine.

Quote Approval Terms Enforcement

• Terms Acceptance Required: Customers must now view and accept liability waivers and disclaimers before approving quotes. This ensures customers have reviewed all required terms before approval.
• Terms Content API: New endpoint provides waiver and disclaimer content to mobile apps for display during the approval flow.

Improvements

• Export Temp Storage: Improved temporary file handling for PDF and data exports with automatic cleanup.
• OAuth Integration Redirects: Enhanced redirect handling for Stripe, QuickBooks, and Google Calendar integrations.

Bug Fixes

• Invoice Payment Links: Fixed customer permission checks for invoice payment links.
• Job Show Page: Various fixes and improvements to the job detail view.

Mobile App

New Features

Custom Forms Settings

• Surface Types Management: Create, edit, and delete surface types directly from the mobile app settings.
• Pricing Templates: Full CRUD support for pricing templates including per-surface-type rates.
• Delete Confirmation Modals: Safe deletion with confirmation dialogs for surface types and templates.

Quote Terms Acceptance Modal

• Full Terms Display: When approving quotes that require liability waivers or disclaimers, customers now see the complete terms content in a scrollable modal—matching the web experience.
• Scroll-to-Accept: The accept button only enables after scrolling through the entire document, ensuring customers have reviewed all terms.
• Progress Indicator: Visual progress bar shows how much of the terms document has been viewed.
• Sequential Terms Flow: If a quote requires both a waiver and disclaimers, each is presented separately for clear acknowledgment.

Stripe Payment Integration

• Deep Link Redirect: After completing Stripe payments, mobile users are automatically redirected back to the app.
• Browser Auto-Close: Payment browser windows close automatically after successful payment completion.

Improvements

• Invoice Editing: Enhanced invoice edit modal with improved line item and payment handling.
• Quote Editing: Improved quote edit modal with better customer and line item management.
• Job Editing: Redesigned job edit modal with streamlined workflow.
• Service Request Editing: Enhanced service request form with better address field handling.
• Customer Select: Improved customer picker with inline creation support.
• Item Picker Modal: Enhanced item picker with create-new-in-picker pattern support.
• Revenue Chart: Improved chart rendering and data display.
• Polygon Map Modal: Enhanced map interaction and polygon editing.

Bug Fixes

• PDF Downloads: Fixed PDF download issues on mobile devices.
• Quote Filters: Fixed surface type filter handling in quote list.

Web / Backend

Bug Fixes

• Admin User Deletion: Fixed issues when deleting users from the admin panel.
• Company Setup Validation: Company setup form now validates only on submit, not while typing.
• Invoice Quote Selection: Fixed bug where selecting a quote on a new invoice would lose the customer_id from the changeset.
• Customer Form Validation: Address field validation errors now only display on submit, not while typing or using autofill.

Mobile App

New Features

Customer Portal Employer Switcher

• Multi-Employer Support: Customers connected to multiple cleaning companies can now switch between employers directly in the mobile app dashboard.

Stripe OAuth Session Persistence

• Seamless Integration Flow: Mobile sessions now persist through Stripe OAuth flows. Users are no longer logged out when connecting payment integrations.

Improvements

• Scheduler 24-Hour Display: Schedule day and week views now display all 24 hours and auto-scroll to 6AM on load.
• MFA Configuration: Separated MFA master toggle from individual method configuration. Mobile login verification codes no longer permanently enable MFA on user accounts.

Bug Fixes

• Quote-to-Job Navigation: Creating a job from an approved quote now navigates directly to the new job page.
• Quote-to-Job Linking: Jobs created from approved quotes now correctly include the quote_id reference.
• Day View Timezone: API query now expands date range for proper timezone handling, ensuring jobs display on the correct day.
• Service Request Editing: Fixed issues with editing service requests in the customer portal.
• Service Request Address Fields: Address fields (street_address, zip_code) now save correctly on service requests.
• Customer Service Requests: Fixed creation flow, notifications, and scope isolation for customer-submitted service requests. Customers now only see their own service requests.
• API Request Format: Fixed request body format for quotes and jobs API calls.
• Registration Flow: Fixed various issues in the mobile registration and email verification process.
• QuoteCard Layout: Fixed service details text truncation in quote cards.
• Brand Logo Display: Brand logo now displays correctly (was showing S3 key instead of presigned URL).
• Settings Screen: Removed duplicate “Settings” title from settings index.
• Document Preview: Fixed safe area insets for devices with notch/dynamic island.
• Integrations API: Fixed Stripe field access in integrations endpoint.

Web / Backend

New Features

Dynamic Surface Type Filters

• Per-Tenant Surface Types: Surface type filters on Quotes, Invoices, and Job History pages now load dynamically from your custom form settings. Each account sees only the surface types they’ve configured.
• Invoice Surface Type Filter: Added a new Surface Type filter to the Invoices page, matching the existing filter on the Quotes page.

Subscription Sync

• Provider-Agnostic IAP Sync: Apple and Google in-app purchase subscriptions now sync through a unified system

Improvements

• GPS Tracking Fields: Added GPS coordinate fields for time logs and media assets
• Quick Action Menus: Available from customer, invoice, job, and quote detail pages

Bug Fixes

• Surface Type Display: Invoices and Quotes no longer show the first word of the description when the surface type is uncategorized. Now correctly displays the actual surface type value.
• Quote-to-Job Line Items: Fixed an issue where line item quantities showed as 0 when creating jobs from quotes.
• Invoice Pagination: Resolved a warning when invoice search results are empty.
• Customer Form Validation: Address field validation errors no longer appear while typing or using autofill on the new customer form. Errors now only display on save.
• Invoice Customer Validation: Fixed a bug where selecting an approved quote on a new invoice would show a “can’t be blank” error on the customer field, even though a customer was already selected.
• Company Setup Validation: Registration form no longer shows validation errors while typing. Errors now only display when submitting the form.

Mobile App

New Features

Billing & Subscription Management

• Downgrade Feedback: New feedback modal with reason selection when downgrading your subscription plan
• Seat Usage Display: Enterprise plans now show a seat usage progress bar on the billing screen

Employee Management

• Employee Detail Screen: Full profile view for individual employees
• Employee Filters: Filter your employee list by role and other criteria
• Delete & Edit Access Modals: Manage team member permissions and remove employees directly from mobile

Scheduling & Jobs

• Redesigned Schedule Filters: Improved filter modal layout for the schedule view
• Enhanced Schedule Cards: Updated schedule cards and week view with better information density
• Expanded Job Filters: Additional filter criteria for the jobs list
• Cancellation Reason Tracking: New tab on job details for viewing cancellation reasons

Quotes & Invoices

• Redesigned Filter Modals: Quote and invoice filter modals rebuilt with expanded filter options
• Improved Quote Cards: Updated quote card design with better status badges

Dashboard & Reports

• Fullscreen Dashboard Map: View your dashboard map in fullscreen mode
• Date Range Picker: Custom date range selection for reports
• Updated Quick Actions: Improved quick actions menu layout
• Export Modal: Streamlined report export flow

Improvements

• Fullscreen Image Viewer: View media assets in fullscreen on mobile

Bug Fixes

• iOS Product IDs: Corrected basic tier product identifiers for Apple subscriptions
• Billing Page Flickering: Removed the flickering “No SKUs returned” error message on the billing screen
• Settings Navigation: Back button now consistently returns to the dashboard; subscription-based access control applied correctly
• Apple IAP Verification: Fixed sandbox detection and signature verification for Apple in-app purchases
• Profile Refresh: User context now refreshes properly after saving company details

New Features

Many-to-Many Job-Invoice Relationships

• Multiple Invoices per Job: Create multiple invoices linked to a single job for progress billing scenarios
• Multiple Jobs per Invoice: Link multiple jobs to a single invoice (Customer Factor import pattern)
• Job Show Page: Now displays all linked invoices with clickable links
• Invoice Show Page: Shows all linked jobs for complete visibility
• Backward Compatible: Existing single job-invoice links continue to work seamlessly

Customer Factor Import Source

• SQL File Import: Import Customer Factor data exports directly from SQL backup files
• Full Entity Support: Import customers, jobs, quotes, and invoices from Customer Factor
• Smart Parsing: SQL parser handles Customer Factor’s export format with proper escaping
• Data Mapping: Automatic field mapping from Customer Factor schema to CleanOps

Improvements

Brand Customization

• Logo Storage: Fixed brand logo upload to use proper object storage keys
• Color Picker: Improved color picker reliability in branding settings

Import System

• SQL Parser Security: Enhanced SQL parser with injection protection
• Import Tracking: Better tracking of import batch progress and errors
• Customer Deduplication: Improved matching during import to reduce duplicates

Mobile App

• User Type Handling: Standardized user type to uppercase throughout the codebase
• Restore Purchases: Fixed restore purchases to properly call backend API
• Registration Flow: API registration now sends OTP code for verification
• Purchase Navigation: Navigate to billing after purchase completion

Security Updates

• XSS Prevention: Enhanced cross-site scripting protection across forms
• OAuth Token Expiry: Proper handling of expired OAuth tokens
• IDOR Protection: Additional authorization checks on sensitive endpoints
• Input Validation: Strengthened input validation on import and form submissions

Bug Fixes

• Invoice Show Page: Fixed display issues on invoice detail view
• Reports: Handle nil and zero values in calculate_change function
• User Invitations: Return normalized uppercase type in invite validation
• Google IAP Config: Corrected configuration key for Google Play billing

New Features

In-App Purchase Subscriptions

• Apple App Store Integration: Native IAP support for iOS subscriptions with App Store Server Notifications v2
• Google Play Integration: Native IAP support for Android subscriptions with Real-Time Developer Notifications
• Unified Subscription Management: IAP subscriptions sync with existing subscription system for seamless tier management
• Webhook Handlers: Automatic subscription lifecycle handling (new purchases, renewals, cancellations, refunds)
• Receipt Verification: Server-side validation for both Apple and Google purchase receipts

Enhanced Search

• Dedicated Search Page: New full-page search interface at /search for comprehensive results
• Improved Global Search: Streamlined search component with better result categorization

Improvements

Import System

• Customer Deduplication: Enhanced matching logic to better detect and merge duplicate customers during import
• Surface Type Import Tracking: Track which surface types were created via import for better data lineage
• Import Worker Optimization: Streamlined import processing with improved error handling

Mobile App

• Billing Settings Redesign: Simplified billing/subscription management UI
• Quote Editing: Improved quote edit modal with better line item handling
• Invoice Editing: Enhanced invoice edit experience with consistent field updates
• Job Scheduling: Improved job edit modal in schedule view
• Service Request Flow: Better service request details and creation experience
• Dashboard Updates: Enhanced dashboard data loading and refresh behavior
• Follow-up Management: Improved follow-up API handling

API Enhancements

• Quote Schema: Enhanced quote GraphQL schema with improved field resolvers
• Invoice Schema: Better invoice data serialization
• Service Request Schema: Improved service request API responses
• Integration Types: Updated integration type definitions for mobile

Bug Fixes

Quotes

• Quote Display: Fixed quote status display in list view
• Quote Details: Corrected quote detail tab rendering issues

Jobs

• Job History: Fixed job history card display
• Service Details: Corrected service details tab data binding

Invoices

• Invoice Details: Fixed invoice detail tab component issues

New Features

Line Items System

• Dedicated Line Item Tables: Quotes, invoices, jobs, and service requests now store line items in proper database tables instead of JSONB fields, enabling better querying, indexing, and data integrity
• Unified Calculation Logic: All line item calculations use consistent decimal arithmetic across the entire system
• Polygon Area Support: Line items can store polygon coordinates and calculated areas from the drawing tools

Jobber Data Import

• Full Import Support: Import customers, jobs, quotes, and invoices from Jobber CSV exports
• Real-time Progress: Live progress bar shows import status with success/error counts as data processes
• Smart Customer Matching: Automatically matches imported records to existing customers by email or name+phone
• Derived Customer Handling: When importing jobs/quotes/invoices, creates placeholder customers that merge automatically when the customer import runs
• Activity History Preservation: Imported dates (created, sent, approved, archived) are converted to activity timeline entries
• Unmapped Data Storage: CSV columns not mapped to schema fields are preserved for reference
• Batch Cancellation: Cancel in-progress imports and automatically roll back imported records
• Confirmation Step: Review import results before confirming or cancelling the batch

Customer Page Redesign

• Statistics Dashboard: New cards showing counts for requests, quotes, jobs, and invoices with totals
• Tabbed Interface: Browse customer’s requests, quotes, jobs, and invoices in organized tabs
• Inline Filters: Filter by date range, status, and search within each tab
• Contact Info Sidebar: Redesigned contact details with copy-to-clipboard for email
• Actions Dropdown: Consolidated edit, archive, and delete actions in dropdown menu
• Delete Confirmation: Type-to-confirm deletion with counts of associated data that will be removed
• Portal Invitation: Invite, re-invite, or revoke customer portal access directly from customer page
• Quick Quote Creation: Create new quote for customer directly from their profile

Improvements

Import System

• Surface Type Mode: Choose how imported line items categorize surfaces (by type or uncategorized)
• Quote-to-Job Linking: Imported jobs automatically link to their source quotes when both are imported
• Invoice-to-Job Linking: Imported invoices link to jobs based on Jobber reference IDs
• Line Item Sync: When quotes/invoices are linked to jobs, line items sync automatically

Data Model

• Quote-Job Relationship: Fixed relationship direction so jobs properly reference their source quotes
• Import Tracking: All imported records track their source (import_source, import_source_id, import_batch_id)
• Update Tracking: Records updated by re-import are marked with updated_by_import_id

Bug Fixes

Import

• Customer Deduplication: Fixed matching logic to prevent duplicate customers when re-importing
• Activity Date Handling: Fixed timezone handling for imported activity dates

Customer Portal

• Portal Status Display: Fixed status badge showing correct portal access state (registered, pending, etc.)

New Features

Job Series Management

• Series Creation on Update: When editing a job to add recurrence, the system now automatically creates the full job series
• Series Deletion on Update: When removing recurrence from a job, associated series jobs are properly cleaned up
• Quote Linking via API: Jobs created through the API now properly link to their source quotes

Mobile Quick Actions

• Quick Actions Menu: New floating action menu on dashboard for rapid access to create jobs, quotes, invoices, and service requests
• Job Address Population: Job addresses now properly populate from customer data when creating new jobs

Bug Fixes

Mobile App

• Weekday Selector: Fixed weekly frequency job recurrence to show the weekday selector
• Timezone Conversion: Fixed timezone handling for job schedule display
• Job Code Display: Job codes now display correctly in schedule views
• Area Input Width: Fixed Area input field width on iOS devices
• Complexity Dropdown: Adjusted complexity dropdown width for better mobile usability
• Default Complexity: Complexity now defaults to LOW on all service detail modals

Scheduler

• Customer Name Display: Fixed job preview to correctly show customer name
• Recurrence Display: Fixed recurrence pattern display in job previews

API

• Quote Linking: Fixed API endpoint to properly link jobs to source quotes during creation

New Features

Image Annotation System

• Photo Markup Tools: Annotate photos with freehand drawing, text labels, straight lines, arrows, and pin markers
• Customizable Styling: Adjustable stroke width and color for drawing tools
• Edit & Manage: Erase tool for removing annotations, undo/redo support
• Cross-Platform: Consistent annotation experience on web and mobile app
• Persistent Storage: Annotations saved to database and displayed in fullscreen viewer

Polygon Map Area Calculator

• Interactive Drawing: Draw polygon shapes on satellite imagery to define service areas
• Real-Time Calculation: Instant area calculation as you draw (sqft and linear ft)
• Map Annotations: Add text, arrows, and markers directly on maps
• Service Integration: Integrated into service details for field measurements

Enhanced Global Search

• Comprehensive Matching: Searches across ALL visible fields on all entities
• Job Requests Included: Service requests now appear in search results
• Match Context: New “matched_on” field shows what triggered the result (e.g., “surface type: roof”)
• Visual Badges: Match indicators displayed in web and mobile search results

Employee Management

• New Manager Role: EMPLOYEE.MANAGER role provides full admin access without appearing in job assignment lists

Service Request Photos

• Photo Management: Upload and delete photos on service request detail pages
• Annotation Indicators: Visual badges on thumbnails showing annotated photos
• Fullscreen Viewing: Image viewer with annotation overlays

Customer Communication

• SMS to Non-Registered Customers: Send SMS notifications to customers who haven’t registered for the customer portal AND do not have associated emails.

Bug Fixes

Invoice & Quote Handling

• Per-Tenant Invoice Numbers: Invoice numbers now unique per account instead of globally, preventing conflicts between businesses
• Dropdown Consistency: Normalized all “nothing selected” dropdown values to consistently use nil
• Address Cascade: Customer address properly flows to quote and job (only when address is present)
• Fixed Pricing Default: Fixed pricing quantity now defaults to 1.00
• First Customer Selection: Removed auto-selection of first customer on new invoices

Recurring Jobs

• Single-Date Jobs: Fixed recurring job creation incorrectly disabling recurrence for single-date jobs
• Duration Consistency: Job duration now consistent across all occurrences in a series

Mobile App

• Expense Tracking Toggle: Fixed technician expense toggle not persisting when reopening job edit modal
• Annotation Loading: Fixed annotations not loading from database when reopening edit modals

Search & Authorization

• Employee Search: Fixed to use correct Accounts.search_employees function
• JSONB Search: Fixed search for invoices/quotes via line_items content
• Service Request Address: Fixed address handling on service requests
• Settings Routes: Corrected route navigation for settings pages based on user type

UI/UX Improvements

Annotation Tools

• Erase Tool: Visual delete targets for precise annotation removal
• Arrow Sizing: Reduced arrowhead size to match corner markers
• Pan Gestures: Fixed pan behavior for draw, line, and arrow tools
• Modal Improvements: Better z-index handling and safe area padding

Mobile App

• Safe Area Padding: Added bottom padding to detail screens for better device compatibility
• Fullscreen Map: Map modal available in job summary view
• Error Handling: Redirect to parent list on detail screen errors
• Toolbar Visibility: Fixed annotation toolbar scroll area

Search Experience

• ID Matching: Search now matches job IDs and invoice numbers
• Surface Type Search: Can search by surface type field content
• Tighter Results: Increased similarity threshold for more relevant results

Technical Improvements

Security

• Rate Limiting: Added rate limiting for login and MFA endpoints
• Login Tracking: New LoginAttempt schema for monitoring authentication attempts
• Webhook Security: Security headers added to webhook pipeline

API Enhancements

• Annotations Field: Job JSON responses now include annotations data
• Time Log Details: Time log endpoints return full employee information
• Photo Metadata: API responses include photo metadata
• RBAC Permissions: Added ‘automations’ resource to permission system

Bug Fixes

Invoice Form

• Fixed form validation with empty dropdowns: Normalized all “nothing picked” values to nil consistently - forms no longer break when users have no quotes or jobs to select

• Fixed address cascade logic: Address now properly flows from Customer → Quote → Job, with each level only overriding if it has an address (empty addresses no longer clear existing ones)

• Fixed quantity default for fixed pricing: Selecting “Fixed Price” unit now correctly defaults quantity to 1.00 instead of leaving field empty

• Removed auto-selection of first customer: New invoices no longer auto-select the first customer - users must explicitly choose

Database

• Fixed invoice_number unique constraint: Changed from global unique to per-tenant unique (account_id, invoice_number) - previously one tenant having invoice #1 would block all other tenants from creating their own invoice #1

New Features

Employee Management

• New Manager Role: Added EMPLOYEE.MANAGER system role with full administrative access within the employer’s tenant. Managers have the same permissions as Employee Admins but cannot be assigned to jobs. This is ideal for office staff who need full system access without appearing in technician assignment dropdowns.

Bug Fixes

Job Management

• Recurring Job Creation: Fixed an issue where recurring jobs were not being created properly. Single-date jobs now correctly retain their recurrence settings, while multi-date jobs (spanning multiple days) appropriately disable recurrence.

• Recurring Job Duration: Fixed duration inconsistency across recurring job occurrences. All jobs in a recurring series now maintain the same duration as the original job.

Backend

• Automations Resource Permissions: Added missing automations resource to RBAC permissions catalog, ensuring proper authorization for automation rule management.

Technical Improvements

• Test Infrastructure Overhaul: Comprehensive property-based test suite for notifications and automation systems (113 properties covering notification preferences, follow-up rules, reminder rules, and the automation worker).

• Migration Safety: Improved database migration compatibility for fresh environments where RBAC seeds haven’t yet run.

New Features

Mobile App

• Multi-Portal Architecture: Complete rebuild supporting Technician, Customer, and Admin portals with role-based navigation and features

• Customer Account Switching: Customers linked to multiple employers can switch between accounts seamlessly

• Global Search: Comprehensive search across Jobs, Invoices, Quotes, Service Requests, and Customers with matched field highlighting

• Polygon Map Drawing: Draw polygons on satellite maps to calculate service areas (sq ft) with automatic area calculation using Turf.js

• Map Annotations: Add freehand drawings, arrows, lines, text labels, and markers to polygon maps - all anchored to map coordinates for proper scaling

• Photo Annotations: Annotate uploaded photos with the same drawing tools available in polygon maps

• Erase Tool: Remove individual annotations or polygon vertices with tap-to-delete functionality

• Delete Map Data: Clear all polygon and annotation data from service details with confirmation

• Service Request Photos: Upload, view, and annotate photos directly on service requests with address autocomplete

• Expense Tracking: Add expenses to jobs with preset type selection (Fuel, Materials, Equipment, Supplies, Other) and optional technician labor cost calculation from time logs

• Job Notes & Photos: Add notes and manage photos on job detail pages with delete capability

Backend

• Customer Connected Accounts API: New endpoint to list all employers a customer is connected to for multi-account support

• Enhanced Search: Improved search with ID/number matching, JSONB line_items search, and surface_type filtering

Bug Fixes

Mobile App

• Fixed freehand annotations to use map coordinates instead of screen coordinates (proper zoom/pan behavior)
• Fixed arrow head orientation to point in correct direction using polyline geometry
• Fixed annotations not loading when reopening edit modals (SVG parsing from database)
• Fixed pan gesture conflicts with annotation drawing tools
• Fixed safe area and toolbar padding on various screens
• Fixed pull-to-refresh behavior across list pages
• Fixed technicians only seeing their own time logs
• Fixed clock in/out with auto_clock_out on job completion
• Fixed bottom safe area on detail screens with action buttons
• Fixed labor costs in Expenses tab to only show when add_technician_expense toggle is enabled
• Fixed add_technician_expense toggle not persisting when reopening job edit modal

Backend

• Fixed employee search to use Accounts.search_employees for proper data isolation
• Fixed invoice/quote search to query line_items JSONB correctly
• Fixed service request address population in API responses
• Fixed job assignment notification timing issues
• Fixed API controller to match LiveView behavior for job status changes
• Fixed allowing unassignment of all employees from a job
• Fixed job JSON response to include add_technician_expense field

Security Enhancements

API Rate Limiting

• Request Throttling: Added API rate limiting to prevent abuse and ensure service stability. Authentication endpoints are limited to 10 requests per minute, MFA endpoints to 5 requests per minute.

• Standard HTTP Headers: Rate limit responses include industry-standard headers (Retry-After, RateLimit-Limit, RateLimit-Remaining) so clients know when they can retry.

Login Protection

• Account Lockout: After 5 failed login attempts, accounts are temporarily locked with exponential backoff (increasing wait times). This prevents brute-force password attacks while allowing legitimate users to try again after a short wait.

• Lockout UI: Mobile app displays a countdown timer when locked out, clearly showing when the user can try again.

Mandatory Mobile MFA

• Always-On Verification: Mobile app logins now always require multi-factor authentication for enhanced security. If you haven’t set up MFA, we’ll automatically send a verification code to your email.

• Remember Device: Option to remember your device for 30 days so you won’t need to verify every login on trusted devices.

Bug Fixes

Backend

• Automation Templates: Fixed database constraint error when saving follow-up or reminder templates longer than 255 characters. Templates can now be any length.

New Features

Mobile App (in development)

• Action Menus: Added dropdown action menus to Job, Invoice, Quote, and Service Request detail pages with status change, archive/unarchive, and delete options

• Archived Status Display: Archived entities now display “Archived” badge overriding their normal status across all detail pages

• Complete Settings Module: Full settings implementation with all subsections including Account, Billing, Notifications, and Integrations

• Invoice Details Page: Tabbed layout with Follow-up scheduling and Activity Log

• Service Request Photos: Service request detail page now displays attached photos with fullscreen viewer

• Fullscreen Image Viewer: Tap any photo to view in fullscreen with pinch-to-zoom

Bug Fixes

Mobile App

• Fixed dashboard to show jobs for selected time range (week/month) instead of always showing today only
• Fixed quote modal to populate job address and service details when creating from a job
• Fixed invoice modal job/quote selection to populate service details correctly
• Fixed clock in/out buttons to be more prominent and clickable
• Fixed time log display to show employee names
• Added 1-minute auto-refresh to all list pages

Backend

• Fixed dashboard API time_range parameter to correctly filter jobs list
• Removed compilation warnings for better code quality

New Features

Mobile App (in development)

• Quotes Tab: Full quotes list with pagination, search, and status filters plus detailed quote view with activity log

• Customers Tab: Complete customer management with search, detail pages, and tabbed layout including Overview, Jobs, Quotes, Invoices, Follow-ups, and Reports

• Job Requests Tab: Service requests integration for viewing incoming customer requests

• Notifications: Push notification support and notifications list view

Bug Fixes

Backend

• Fixed report PDF generation issues
• Fixed follow-ups to filter by active scheduked jobs instead of status field
• Fixed pagination metadata field names in quotes API

New Features

Backend

• API Enhancements: Extended Jobs, Quotes, and Invoices APIs to support full form parity with web application, plus OpenAPI specs for job automations

• Backend Geocoding: Jobs now geocoded server-side on create/update, eliminating client-side Mapbox dependency

Mobile App (in development)

• Dashboard & Navigation: Complete mobile app foundation with bottom tab navigation and improved dashboard charts with surface type filtering

• Schedule Views: Full schedule page implementation with day, week, and month views for managing jobs on mobile

• Job Details & Editing: Comprehensive job detail modal with:

  • Full job information and recurrence display
  • Job edit modal with address autocomplete
  • Expenses tab for tracking job costs
  • Fullscreen map modal showing job location
  • Report tab with time tracking, photos, and customer feedback

• Follow-ups & Reminders: Tab for viewing automation rules with full parity to the web LiveView

Bug Fixes

• Fixed QBO CDC polling URL malformed with duplicate query string separators
• Fixed manual invoice payment not setting date_paid and is_paid fields
• Fixed map to show job markers only (company marker as fallback when no jobs)
• Fixed job location to use job’s coordinates instead of customer address
• Fixed photo uploads with iOS permissions and support for multiple before/after photos
• Fixed automation rules to handle both ReminderRule and FollowUpRule schemas correctly
• Fixed fullscreen map close button positioning below iOS status bar

New Features

• Manual Sync Wizard: Redesigned QBO sync modal as a 3-step guided process:

  • Step 1: Pull from QBO (import unlinked customers & invoices)
  • Step 2: Push to QBO (export CleanOps items not in QBO)
  • Step 3: Fix Issues (resolve mismatches between systems)
  • Next/Finish navigation buttons in footer for easy progression
  • “Finish Manual Sync” button marks sync complete and enables auto-sync

• Separate Sync Tracking: Manual and automatic syncs now tracked independently

  • Shows “Last manual sync” and “Last auto sync” timestamps
  • First-time sync guidance for new QBO connections

• Mismatch Detection: Invoice status differences now detected in Fix Issues tab

  • Source of Truth selection (QBO Wins vs CleanOps Wins)
  • Visual diff showing which data will be used

Bug Fixes

• Fixed on_replace :raise error when syncing customer addresses from QBO
• Fixed QBO duplicate customer name handling - now uses unique suffix (CO-xxxxxx) instead of incorrectly linking to existing customers
• Fixed invoice float truncation bug in total calculations
• Fixed invoice overdue worker spamming followups for QBO-imported historical invoices
• Fixed series job deletion not cleaning up JobActivity records
• Customer list now sorted alphabetically by name instead of by creation date

Improvements

• Address autocomplete form now scrolls to validation errors automatically
• Better error logging for QBO invoice pull failures (shows customer QBO ID)
• CDC polling improvements for two-way sync

Bug Fixes

• Fixed a bug on invoice and quote area calculation maps where the marker would get locked behind the menu items
• Fixed a bug on invoice and quote area calculation maps where the default address was not being applied correctly

New Features

• Customer addresses now automatically propagate to invoices
• Improved address handling for multi-location customers

Bug Fixes

• Fixed invoice calculation rounding errors

New Features

• New interactive area map for area calculation
  • Added to the Service requests (customer portal), quote, job, and invoice creation flows

Improvements

• Fixed SMS delivery reliability issues
• Improved notification timing and formatting

Bug Fixes

• Resolved customer portal login edge cases
• Corrected job scheduling timezone display