In settings --> jobs tab, a job template category named "Recurring Job Templates" has been added. These templates can be linked to a recurring job schedule for any piece of equipment.

In settings --> equipment tab, you can now add your own recurring job schedules to any equipment category. These will be made available on each body of water where this equipment exists.

Click "Add Schedule" on any equipment category to choose a recurring job template to link to it. The job template title will be the schedule title that displays.

Multiple schedules can be added to the same piece of equipment. Example: Clean Filter and Replace Cartridges.

The number of active and available schedules for each equipment item displays beneath it in the equipment bar. Hover over it to view and manage the schedules or click into the equipment item directly.

Jobs will be auto-created on the frequency you set and placed in the "unscheduled" list. Frequency and job details from the linked template will exist by default when activating a schedule, but you can change these to anything you want on a specific piece of equipment.

Pre-stop notes are associated with specific route stops. The technician will clearly see the note for each route stop on their home screen, without having to expand or start the route stop.
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Default pre-stop notes can be entered for any property using the new note icon next to gate code, access info, and dog info icons.

On scheduling page, default pre-stop notes display for every route stop for the associated property address.
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Edit default pre-stop notes for individual route stops or add to any route stop that doesn't have default notes.

Add a pre-stop note to any one time job directly from the scheduling page by clicking "Add Pre-Stop Note" beneath it.

You can now export job and route stop details directly from jobs lists on technician, customer, and property pages. Report details include chemical reading and dosing amounts.

Filter the jobs list however you like and click the excel icon in the upper right corner to export the report.

Office users must have the "Can export jobs" permission to generate this report.

In the email center, you can now filter your contacts list by payment method. This makes it easy to reach out and request payment methods on file, notify on expired CC, and more.

Select if you want to send emails to customers that already have a saved payment method on file or don't have any on file yet. You can also filter by ACH or credit card payment types and whether the card is expired.

Added salesRepId to POST /v2/create_quotes and PUT /v2/update_quotes — assign or update the sales rep on a quote for commission tracking. On update, send 0 to unassign; omit the field to leave the current assignment unchanged. Both endpoints now also return the quote's current salesRepId in the response.

Added InvoicePaymentURL to /invoice_list and /invoice_list_detail — the customer facing payment URL for the invoice. The link requires no login, so anyone holding it can pay the invoice.

Added Contacts to /v2/customer_detail — an array of all contacts on the customer, each with id, FirstName, LastName, Phone, Email, Title, Note, IsPrimary, IsBilling and IsQuotesRecipient. Returns an empty array when the customer has no contacts.

Added RouteStopEmails to each property under Addresses in /v2/customer_detail — the property's Route Stop Email addresses as an array of strings. Returns an empty array when none is set.

Added routeStopEmail to /v2/customer_detail — filters customers by the Route Stop Email of any of their properties (partial match).

LastModifiedDate now also updates when a customer contact is created, edited or deleted, and when a property's Route Stop Email is added, edited or cleared.