Combined September - October 2025 - Release Notes

This release combines updates delivered across September and October 2025, focused on improving scheduling reliability, performance, document handling, compliance reporting, and day-to-day usability.

Work during this period also included a number of background optimisations to improve system stability, along with several new API features and fixes to support integrations and data accuracy.

Scheduling

• Fixed issues with default visit durations resetting when editing templates
• Resolved reactivation problems when reinstating previously completed visits
• Improved reactivity and accuracy when rescheduling or updating visits
• Fixed scenarios that could cause duplicate or missed visits when scheduling far in advance
• Improved validation and handling when reinstating cancelled visits to prevent record locks

Mobile

• Resolved an issue that prevented users from creating quotes on mobile devices
• Improved reliability when loading and submitting forms via mobile

Postal and Document Handling

• Improved management of quotas and settings to prevent delivery failures during busy periods
• Smarter cover letter selection ensuring correct templates and details are always used
• Fixes for template permissions and deletion issues
• Improved merging logic and integration with Stannp
• Groundwork completed for future parallel processing to improve speed when generating large batches of documents

Compliance and Reporting

• Added missing Carbon Monoxide alarm field (Oil CD11) to ensure full compliance coverage
• Improved data consistency across all compliance fields
• Enhanced click-through functionality in the Compliance Dashboard for faster access to property-level records
• Ongoing improvements to the accuracy and performance of Propeller Analytics following the recent refactor

Tags and Filters

• Expanded tagging functionality across visits, jobs, and finance records
• Added the ability to filter finance items by visit and job-level tags
• Improved filter speed and responsiveness for large datasets

APIs and Integrations

• Updates to the Schedule of Rates (SOR) endpoints to improve consistency and data accuracy
• Ensured updates to rate and job details are applied correctly across connected systems
• Refined API behaviour for PUT and POST operations to reduce integration errors

API – SOR Search enhancements

We’ve improved the GET /api/SORs/Search endpoint’s filtering and response consistency. You can now reliably filter by fields like serviceid, category, subcategory, supplier, and code. The response includes full details such as nvmminutes, purchaseprice, amount, taxcode, and nominalcode, enabling more accurate integration with your pricing and job creation workflows.

For full API documentation, visit your admin help portal: 

GET /api/SORs/Search

Performance and Background Processing

• Improved rate limiting and background update handling across Postal, visit, and service reminder processes
• Optimised database interactions to reduce system load and improve responsiveness during peak hours
• Removed obsolete configuration flags and legacy processes to streamline performance
• Enhancements to queue management for more consistent update timings

General Improvements

• Improved validation for “plussed” email addresses (e.g. user+test@example.com)
• Fix applied to prevent visit reinstatement from causing record locks
• Resolved issues with admin notes not saving correctly in some scenarios
• Enhanced system logging for better issue tracking and support diagnostics

Summary

Across these two months of development, focus remained on improving performance, stability, and usability. Updates to scheduling, compliance, document handling, and the API provide a more reliable and consistent experience for users and integrations alike. Further background enhancements prepare the platform for upcoming feature releases later in the year.