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Changelog

What shipped recently.

New versions are rolled out gradually and may take a few days to reach all users.

v4.4.1

Production Stability Patch

Production Stability Patch

  • Logo preview on organization branding settings now uses optimized image loading

  • Quality guardrails restored to zero-tolerance baseline

  • PDF documents (invoices, quotes, certificates, compliance reports) now generate reliably without type errors

  • Address search in customer edit no longer throws errors on rapid typing

  • Inbox conversation loading works correctly when message history is empty

  • Railway production builds no longer fail on React 19 type incompatibilities

v4.4.0

SaaS Admin Tiers 1/3/5

SaaS Admin Tiers 1/3/5

  • Security & Compliance (Tier 5)

  • Two-factor authentication (TOTP) with backup codes for admin accounts

  • Session management — view active sessions, revoke individual or all

  • IP allowlist with CIDR-based rules and enable/disable toggle

  • Data retention policies with automated cleanup scheduling

  • Tenant impersonation with full audit trail

  • Helpdesk & Ops (Tier 3)

  • Ticket macros with keyboard shortcuts and usage tracking

  • SLA metrics dashboard with resolution time breakdowns

  • Knowledge base editor with search, filtering, and publish workflow

  • Status page with public endpoint, incidents, and timeline

  • Job queue monitor with stats, filters, and retry for failed jobs

  • Onboarding queue enhancements — SLA timer and specialist assignment

  • Admin Navigation

  • All new pages wired into admin sidebar

  • Replaced all browser dialogs (alert/confirm) with inline UI patterns

  • Extracted large components to stay under 400-line quality budget

v4.3.0

Notification Foundation

Notification Foundation

  • Unified notification dispatcher — all events route through a single system that respects per-user notification preferences (in-app, email, push)

  • 26 notification event types registered in user preferences (jobs, invoices, fleet, HR, leads, tickets, compliance, purchase, inventory, tasks)

  • Notification preferences page — users can toggle channels per event category

  • DB-backed email templates with branded HTML, tenant logo, and action buttons

  • Daily technician schedule email sent each morning with assigned jobs

  • Fleet vehicle expiry alerts via in-app notifications with preference controls

  • Overdue invoice and contract renewal in-app reminders

  • Purchase order approval, goods receipt, SLA breach, and stock alert notifications

  • Communication log with email budget tracking and PDF attachment dispatch

  • Email log now supports date range, tenant, and search filters for admin view

  • Email template preview and test-send from admin panel

v4.2.0

Address Autocomplete

Address Autocomplete

  • Google Places address autocomplete when adding or editing contacts and properties

  • Automatic location coordinates (lat/lng) saved with every address selection

  • Graceful fallback to OpenStreetMap when Google Places is not configured

  • Address search results now scoped to UAE for more relevant suggestions

  • Contact detail view now displays saved coordinates

v4.1.0

Public Document Portal

Phase 98 delivers a complete public-facing document portal for quotes and invoices.

  • Public quote portal where customers can view, sign, accept or decline, pay, and download PDF

  • Public invoice portal with Stripe, Telr, and Bank Transfer payment options

  • Digital signature capture with canvas modal, name field, and terms checkbox

  • Payment confirmation emails sent automatically after successful payment

  • Email log dashboard to track delivery status of sent emails

  • Automated quote expiry that marks expired quotes and notifies customers

  • Overdue invoice reminder with configurable escalation

  • Quote follow-up drip campaign for unanswered quotes

  • WhatsApp document sharing for invoices and quotes

  • "View Online" and "View and Pay Online" buttons in email templates

  • Tenant branding on all public pages (logo, name, colors from org settings)

  • Mobile-first responsive design with sticky pay button and large tap targets

v4.0.0

AI Modules Milestone

Major version bump introducing AI-powered modules across the platform.

  • AI Budget Management: automatic budget allocation, spend tracking, variance alerts

  • AI Estimator Templates: reusable estimation templates with AI-suggested line items

  • Estimate PDF Export: branded PDF generation with configurable layouts

  • Knowledge Base (RAG with pgvector): vector-indexed article store, semantic search, AI-generated answers

  • Public KB Portal: customer-facing knowledge base with category navigation and search

  • AI Sales Agent: pipeline automation, sequences, enrollment rules, auto-follow-up

  • AI Email Composition: draft generation with review queue and tone controls

  • Budget Gate: spending approval workflows with AI recommendations

v3.5.0

Field Roles Forward-Port

Three new role-gated field portals with offline-first mobile support.

  • Driver Portal: today's jobs, job status transitions, GPS check-in, photo capture, works offline

  • Sales Portal: leads pipeline, customer visit logging, photo capture

  • Team Leader Portal: approvals, dispatch kanban with drag-and-drop, reviews, crew overview

  • Full offline support — field staff can work without internet and sync when back online

v3.4.0

Module Store Rich Content (DB-Driven)

Module store now shows rich content with detailed descriptions and feature lists.

  • Module detail view with full descriptions, feature lists, and icons

  • Improved module store browsing experience

  • Module store cards now show richer content with taglines and feature highlights

v3.3.3

Changelog & Stability Improvements

Changelog & Stability Improvements

  • Changelog sections now display correctly with expandable categories

v3.3.2

Changelog Page Redesign

Changelog Page Redesign

  • Changelog redesign — Clean 3-column layout with version, title, and expandable detail sections

  • Collapsible categories — New, Improved, and Fixed sections with item counts that expand/collapse

  • Better readability — Cleaner typography, more whitespace, and a professional information banner

  • Mobile-friendly — Responsive layout stacks cleanly on phones and tablets

v3.3.1

Changelog & Bug Fixes

Changelog & Bug Fixes

  • Automated changelog — new releases appear on your /changelog page within seconds of publishing

  • Full release history — backfilled all past releases so your changelog shows the complete product timeline

  • QR code creation — the "Create Your First QR Code" button on the empty state now opens correctly

v3.3.0

Make to Order & Dropshipping

Make to Order & Dropshipping

  • Make to Order (MTO) — system automatically creates purchase orders when quotes with MTO products are accepted

  • Dropshipping — vendors can ship directly to your customers without goods passing through your warehouse

  • Mixed quotes — a single quote can contain standard, MTO, and dropship products

  • Procurement route selector — set products to Buy to Stock, Make to Order, or Dropship from the product Purchase tab

  • Auto-PO grouping — multiple products from the same vendor are grouped into a single purchase order

  • Purchase and Inventory knowledge base with module guide and FAQ

v3.2.0

WhatsApp Business Integration

WhatsApp Business API — Embedded Signup

  • One-click WhatsApp connection — connect your WhatsApp Business account directly from Messaging → Channels

  • Real-time channel status — see quality rating and active/suspended status for connected channels

  • Connect Channel wizard — step-by-step setup for WhatsApp, SMS, and Webchat

  • Channels page now loads real tenant data instead of placeholder content

  • Channel setup uses streamlined Embedded Signup instead of manual credential entry

v3.1.0

Security & Compliance Dashboard

Security and compliance management for your organization.

  • Security Overview — posture score, MFA adoption, active sessions, recent events

  • Audit Log — security events with search, filters, and CSV export

  • Compliance Center — ISO 27001 and SOC 2 tracking with score cards

  • Privacy Management — breach log with 72h notification countdown, data subject requests, consent management

  • Incident Log — severity timeline with lifecycle tracking

  • Access Review — MFA audit, stale account detection, API key rotation health

  • Policies and Documents — ISMS, Risk Register, SOC 2 Mapping with inline viewer and PDF export

v3.0.0

Messaging Module

Complete messaging module with multi-channel communication.

  • Multi-channel messaging — WhatsApp, SMS, Email, Telegram, Instagram, Web Chat, Voice

  • Message templates with approval workflow and WhatsApp Business API sync

  • Broadcasts — audience segments, fee estimator, scheduling, per-status analytics

  • AI Bots — 9 bot templates, flow builder, NLP classification, knowledge base search

  • Contact consent and compliance — opt-in/out tracking, compliance dashboard

  • Messaging analytics — delivery rates, response times, agent leaderboard, CSAT surveys

  • Enhanced inbox — quick replies, message search, conversation filters, bulk actions

  • WhatsApp Flows — create, publish, and send interactive flows

  • Booking and lead scoring — appointment booking via bots, weighted lead scoring rules

  • QR Codes — generate WhatsApp QR codes with UTM tracking

  • Automation template gallery — pre-built workflows for common messaging scenarios

v2.1.0

Purchase Module V2

Purchase Module V2

  • Inline editing — Edit any field directly on purchase orders with save and discard controls

  • Smart totals — Line totals, subtotals, tax, and grand total calculate automatically as you type

  • Product quick-add — Search and add products from a dropdown without leaving the page

  • Vendor auto-fill — Selecting a vendor pre-fills payment terms, currency, and fiscal position

  • PDF generation — Download or print professional purchase order documents

  • Status workflow — Visual status bar showing Draft → Confirmed → Received → Billed progression

  • Goods receipt tracking — Track partial and full deliveries against each purchase order

  • Bill matching — Link vendor bills to purchase orders for three-way matching

v2.0.1

Accounting Dashboard & Import Template

Post-v2.0.0 patch with accounting dashboard improvements and import template.

  • Master Import Workbook template with download button in Settings → Import

  • Accounting dashboard cards now show real data with live sequence-gap detection and aging charts

v2.0.0

Data Import & Migration

What's New in v2.0.0

  • Data Import Hub — A centralized import dashboard in Settings where you can import all your business data from CSV or Excel files. 15 entity types supported.

  • One-click CSV Import — Upload a CSV file, map columns visually, preview your data, and import — all in a guided 5-step wizard.

  • Master Import Workbook — Upload a single Excel file with named sheets (Contacts, Employees, Products, etc.) and import everything at once in the correct dependency order.

  • Fleet Vehicle Import — Bulk import your vehicle fleet with plate numbers, make/model, mulkiya and insurance expiry dates.

  • Contract Import — Import service and AMC contracts linked to existing customers with automatic customer matching.

  • Quotation Import — Import quotes with multiple line items per quote. Rows with the same quote number are grouped automatically.

  • Purchase Order Import — Import POs with multiple line items per order. Supplier matching works with both new and legacy supplier records.

  • Journal Entry Import — Import GL journal entries with full accounting integrity — debits must equal credits, and each entry gets a tamper-evident chain hash.

  • Payroll Import — Import pay slips grouped by pay period. Employee matching by name or employee number.

  • Platform Migration Wizards — Pre-configured import mappings for Tally, QuickBooks, Zoho Books, Odoo, Jobber, and Xero. Upload your export file and columns map automatically.

  • Financial Report Accuracy — Imported journal entries now flow directly into Trial Balance, Profit & Loss, and Balance Sheet reports, so your year-closing numbers match from day one.

  • Import Hub — Shows live record counts and dependency badges so you know what to import first and what's already done.

  • CSV Templates — Downloadable sample CSV files for every import type so you know exactly what format to use.

v1.11.6

Activity Timeline Fix

Activity Timeline Fix

  • Contact activity timeline — Activity history now displays correctly on all contact detail pages

v1.11.5

Contact Timeline Fix

Contact Timeline Fix

  • Contact timeline — Activity events now show correctly on contact pages, including historical data