What's NewJuly 11, 2025

July 11, 2025

5 updates to the Current Admin Portal.

Service order and location details in the map

See service order details and location details when clicking on the map, with navigation through Google Maps.

Service order and location details in the map
Route sequence auto-increment

Update a location's route sequence and any higher sequences in that route will automatically increment to make room. Open the location detail page, tap the pencil icon, and edit the route field.

Route sequence auto-increment
Late fees as a percentage of the last bill

You can now calculate late fees as a percentage of the customer's last bill, in addition to the existing past due balance and account balance options.

AR Summary report

A new AR Summary report is available from the Accounting Reports dashboard. Pick a start and end date to see how a range of transactions moves you from a starting to ending AR balance.

Contact person preview

A new contact person preview is available from the Contact Info tab on the account detail page.

Contact person preview