Release notes · 8 September to 18 October 2026
The Service module is released, with a Field app for the people on site and a Planner for the office. Also new: a file gallery with a Bin, subscriptions chosen by solution, and a library of import templates.
The Service module is released
- Service Orders now have a Work tab, billing and a report
- Plan and dispatch jobs on the new Planner: drag and drop, crew lanes, availability and each day’s load
- Orders carry a site, a contact, a planned length, travel time and a deadline, shown on the order, the Planner and the phone. An order needs at least one task before it can be confirmed
- Work Orders print as a field job sheet, with a bring-along board listing the materials to pick and the assets to take
- Set up Assets and Asset Categories, Entitlements, Charging profiles, Service Plans and Locations
- A posted Sales Quotation can become a Service Order, and the order bills from it
- Tickets can be linked to orders, and unbilled work shows on the dashboard
Learn how: start with the Service overview, then Service Orders and Work Orders. Prefer to watch? There is a nine-lesson video series.
The Service Field app
- Field staff see today’s jobs, job history, tasks, photos, expenses and visit time on their phone
- Clock in and out as often as a visit needs, even without a signal. Photos taken offline wait and send themselves
- A repair that needs no part can be answered “No part needed”, or the part can be chosen on site with its quantity
- Edit or remove an add-on, and move a photo to the right task
- The app installs on phones first, and carries your organisation’s name
Files, photos and videos
- A new attachment gallery: upload several files at once with progress and retry, drag to sort, add a caption (with quick-pick phrases), see each file’s details, and choose Standard, HD or Original photo size
- Where your organisation allows it, take a photo, video or audio recording on the spot, mark up an image, and record where it was taken
- Deleted files go to a Bin, where they can be restored. A locked document no longer allows files to be removed
- Videos and audio play in place on iPhone, so you can still swipe between files. The phone viewer lets you scrub the timeline and remembers your mute setting
- HEIC photos and videos get thumbnails, and building previews for many files at once no longer slows other pages down
Learn more: see File Attachment in the reference.
Subscriptions chosen by solution
- Plans are bought as solutions at a tier: Books & e-Invois, Accounting Fullset, Field Service, Service Ticketing, Trade & Stock, Business Pro and Payroll. Single functions can be added on their own
- The Subscriptions page reads as a clear statement: what you have, what you get, what you will pay and when
- Changes are drafted first and applied with one Save
- When you reach a limit, you see how much of it you used and what the next tier costs. Storage limits warn at 80%
Importing your data
- A library of downloadable templates is now on the porting screen
- An import either applies completely or not at all, so a failed import never leaves half the records behind
- Service item types, charging profiles, locations and plans can be exported and imported
Learn how: see the how-to guide for importing and exporting data.
Faster lists
- Listings count their records more quickly. A very long list shows an approximate count (for example “~12,400”), and you can click it for the exact figure
- Searching in the tree picker works with the Enter key and shows a spinner while it searches