Version: 2026.02.0
Release Date: January 28, 2026
Overview
This release introduces some pricing logic and service validation for new bookings, expands internationalization support for global reporting, and refines the payroll adjustment workflow. It also addresses several critical bugs related to client data integrity, promo code validation, and system migrations.
New Features & Enhancements
Booking & Operations
Dynamic Pricing Logic: When utilizing the "Create Booking" action, the system now automatically updates service pricing to current system rates. Estimates will continue to honor the specific pricing provided on the original estimate.
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Inactive Service Handling: * Draft Preservation: When creating a booking from a job containing inactive services, those services are now copied into the draft rather than being dropped.
CSR Validation: We have implemented a new notification on draft bookings to alert CSRs of inactive services. Users will be required to remove or replace these items before the booking can be saved.
Payroll & Administration
Payroll Adjustment Memos: The adjustments screen now features a dynamic Memo dropdown. The available selections are automatically filtered based on the selected payroll adjustment type to ensure data consistency.
System Migration Cleanup: To reduce noise for new owners, Unpaid Invoice warnings will no longer appear on jobs that were migrated from a previous system owner.
Reporting & Internationalization
Currency Localization: We have expanded internationalization support for currency formatting within the Tech KPI application and the Scoreboard report.
Call Source Accuracy: The Call Source Report now correctly identifies and displays the parent source in the "Parent Source" column for the Client List source type.
Bug Fixes
User Groups: Fixed a UI bug where saved department settings were failing to display in
Admin > User Groups.Client Management: Resolved an issue where the system failed to save addresses that included additional service features.
Work User Modal: Fixed an error that occurred when users attempted to add an additional user via the Work User modal.
Online Booker: Corrected a logic error where returning clients (who previously left a partial reservation without a name) were triggering duplicate contact records. The system now correctly updates the existing "null" records.
Cancellations: Fixed a workflow blocker where removing a required line item for a promo code would prevent a user from canceling the job via the Edit Booking screen.
Subscription Migration: Patched a race condition that allowed users to edit a client record during migration, which previously prevented the subscription from migrating successfully.
Tips: Removed the unnecessary department requirement for the Tip line item, allowing users to save tips without manual department assignment.
Sales Funnel: Fixed a naming conflict where creating a Sales Funnel with the same name as an existing tag would inadvertently delete the tag.
Email Campaign Report: Resolved a backend failure that prevented the Revenue by Email Campaign report from generating.
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