New "Previous Work Orders" tab enables better asset-level visibility and reduces duplicate submissions. This can be turned on in General Settings from the Configuration module.

Manufacturer warranty status now visible during service creation—preventing unnecessary spend. This can be turned on in General Settings from the Configuration module.

You can now assign multiple technicians to a work order by simply editing your work order using the pencil icon and adding technicians from the drop down menu as seen below. Full article coming soon!

You can now view GL codes on invoices making it easier to validate accounting routing.

Invoices now pre-populated using Time Tracking data—reducing the time spent updating invoices for your Providers.

Customers can now log internal asset costs without exposing pricing to Providers.This can be turned on in General Settings from the Configuration module.

Service Providers will now be required to enter a FEIN number at the time of setup.This helps Enforce tax compliance for all U.S.-based vendors

Overnight shifts now split accurately across days for better reporting.

You now have the ability to update Invoice statuses as Paid in the Invoice Module

$0 Part Allocation: when allocating parts, users are able to allocate parts for $0 cost as desired to a work order.

Allocated Inventory parts will display on the Add Invoice form for customer users.

Proposal search in Global Search bar is now working as expected.

Work Order Module Advanced Filter icon will allow you to add multiple search options in the WO module allowing you to narrow your results.

Filters in Core Modules will save when you navigate away or refresh your page. If you log out, the filters will not save for your next visit.

How to Create & Save a Custom Filter

Organize related Work Orders under a single project for better tracking, budgeting, and reporting across multi-site initiatives.

No need to cancel and start over—customers can now request quotes from alternate vendors straight from an active Work Order.

Easily find parts using any detail—like supplier, manufacturer, or part description—right from the WO or inventory list.

Field teams can now log and edit time entries on the go, improving visibility and accuracy.

View and create POs in the field via the Ecotrak and Tech Track apps—no need to wait until you're back at your desk.

EMA is now available on the web to help your team get answers, check WOs, and perform tasks faster—right from the home screen.

Introduced an updated version of the Invoice PDF that is generated via the print option or when automatically generating a PDF is enabled

Introduced "Division" as a new level in the org filter UI between Company and Region.

One Time Passcode login now available for mobile.

Introduced internal review functionality for customer users to validate service requests before dispatching to service providers.

Introduced a new tile on the Dashboard for "Work Orders Past ETA"

Add Refrigerant to Existing Assets:
​Allow adding refrigerant tracking to existing assets when enabled via backend settings. Learn more here

Work Order Defer Status:
​Introduce a "Deferred" status in work orders with a setting to enable/disable deferral. Learn more here

Create New PO from Partially Reconciled PO:
​Generate a new Purchase Order for undelivered items from a partially reconciled PO, improving order management and tracking.

Lease Info Updates - Remove Address Requirement:
​Simplify lease management by no longer requiring an address when updating responsibilities on a Location

Display Trade on Mobile Service Requests:
​Show “Trade” data on the service request confirmation screen for better service provider communication.

A "Spend vs. Budget" visual with bar graphs to help you make informed decisions when creating a service request, approving invoices and proposals.

Reach out to your Site Admin to get your budgets added! Learn more here

Display of "Trade" type on service request confirmation screens for clearer context. Learn more here

Mandatory comments when setting work orders to "Not Fixed" for better feedback. Learn more here

Service provider indicators to show key attributes like warranty status and access restriction when creating service requests. Learn more here

Inventory parts sorted by asset group with enhanced search for easier allocation. Learn more here

The new @tag feature allows you to tag team members directly in comments

Users will now receive an email and a push notification when assigned to a work order. Assignments triggering the notification can be made through the Edit Mode of a work order or the Dispatch Module, ensuring seamless communication across different workflows.

Asset Group Filter - Inventory Items: Users can now filter inventory items by Asset Group in the simple search and filter dropdown.

Add Markup to Inventory Parts: Added a feature to automatically calculate the markup for inventory items based on their cost.

Unit Type for Purchase Orders: Users can now specify units of measurement for new items on Purchase Orders. Existing inventory items will have a pre-populated, non-editable Unit Type, while new items can select a unit from dropdown options grouped by Units, Length, Weight, and Capacity.

Removed Incurred Costs from RFP Proposals: Streamlined the RFP process by removing the Incurred Costs section.

Performance and Stability: Various bug fixes and performance improvements across the platform.