Changelog

You can now set an exact date, start time, and end time for an appointment instead of only picking from a fixed slot.

Bid request emails from Xcel Energy's IQ program now turn into leads automatically, with the paperwork attached for review.

Send a subcontractor a complete job packet by email with scope, photos, and a link where they can submit their quote.

Site photos that were not attached to a job now land in a review inbox so they can be filed instead of getting lost.

Opening a missing or deleted estimate now shows a clear message instead of a loading state that never resolves.

A technician's en-route status now ends on its own when they arrive, so the office sees the right status.

Ask a question about a job, customer, or estimate and get an answer pulled straight from your records, with the source shown.

Rebate assignment forms from Xcel Energy are now matched to the right job automatically instead of requiring manual entry.

Admins can set or reset a staff member's password directly from their profile instead of routing through email.

Sending, approving, and signing estimates is now more consistent, including recovering a customer's link if it stops working.

The crew app now shows the same payment and balance numbers as the office for every invoice.

Login failures now explain what happened, whether it is too many attempts, a locked account, or a network problem.

Scheduling suggestions no longer offer appointment slots a technician could not actually reach in time.

The work board now loads in one request instead of several, so it opens faster.

Lead details are now organized around the customer's request and contact info for faster review.

A single Billing card now shows the full cost and payment picture for a job alongside the install checklist.

The Gmail add-on has a cleaner card layout and faster loading for reviewing customer messages.

Browsing and viewing customer photos on mobile is smoother and easier to navigate.

Send a technician a direct link to a customer or job by text or push notification.

The customer page no longer crashes when opening certain shared links.

Draft invoices that don't have a number yet now say so instead of showing a raw internal id.

Estimate totals recalculate correctly every time a document is opened or changed.

Make and receive calls from a persistent dock without leaving the page you're working on.

See caller history and details as soon as a call comes in, before you pick up.

Track every install's financing and deposit status from one list.

The weekly schedule is easier to read and every job now shows as a visible card.

The team roster page is rebuilt for faster lookup and cleaner editing.

Inbound email attachments are now accepted and scanned instead of silently disappearing.

Overdue status and credit memos now match consistently between the invoice list and detail views.

Customer profiles now show a dedicated section for job site photos.

Booking forms now capture leads outside the service area instead of turning visitors away.

Send booking invitations to a batch of customers at once and review the results in one place.

Follow up with incomplete leads through a link that collects the details you still need.

Crew photos keep uploading in the background even with the phone screen off.

Invoices now show the correct past-due amount based on the actual due date.

Booking pages now clearly explain when an address falls outside the service area instead of failing silently.

Payment and approval pages in the customer portal now share a consistent, friendlier look.

Estimate PDFs show one consistent payment schedule for the customer to review.

A new center tracks Xcel Energy rebate claims from submission through payment so nothing falls through the cracks.

Admins can now build custom access packages that control exactly what each staff role can see and do.

Owners and managers can now get a daily email that recaps key business metrics automatically.

Booking a full appointment now takes a single action instead of multiple steps.

Tightened account isolation in the customer portal.

Google Calendar sync no longer drops edits made to synced events.

Estimates can now include a priced extended warranty option, configured per company.

Calls that don't match an existing lead can now be reviewed and converted into new leads, including in bulk.

The mobile app used by field crews got a full visual and sign-in overhaul, making it faster and clearer to use on the job.

The dispatch map can now show a heat map of job density and highlight routes by time of day for easier planning.

Utility rebate paperwork now tracks its signing status automatically, with a checklist for each install.

Incoming emails can now be turned into tasks automatically, with a summary and a link back to the original message.

Card payment totals now consistently show the correct processing fee everywhere a customer sees a price.

Fixed a bug that could show an incorrect balance on invoices imported with multiple options.

Job details synced from Housecall Pro are now classified more accurately and keep their original job type.

Any row in a list can now be opened in a new browser tab, not just clicked through.

New leads can now text your business number and get a quick, automated conversation that collects their details before your team follows up.

The team task board got a full visual refresh with clearer cards, history, and ownership tracking for every task.

The customer-facing portal has a cleaner layout that makes it easier to move between estimates, invoices, and account details.

The dashboard was rebuilt with a clearer layout for today's schedule, bookings, and items that need attention.

The estimate builder has a new layout that makes it easier to compare options, review pricing, and track rebates.

Incoming leads now show in a clearer queue with filters, summaries, and bulk actions for faster follow-up.

Customer profile pages now show jobs, payments, and program history together in one clearer view.

Online booking no longer fails when many customers try to book appointments at the same time.

Payments made by bank transfer now update to reflect their real status once they settle.

See your team's vehicles live on a map, with playback, zone alerts, and a way to ping a driver's phone.

Appointment confirmation texts can now send automatically the day before, on a schedule you choose.

Technicians can see their day's stops on a map and reorder them right from the mobile app.

Crew members now get push notifications for job updates on their phone.

Fixed issues that could prevent an estimate from sending, forwarding, or being approved correctly.

Manually reassigning a technician no longer creates conflicting updates in Housecall Pro.

Text messages and emails that previously failed silently are now retried or reported correctly.

Text sign-in links now open the mobile app more reliably.

Online estimate requests now require and prefill a complete property address for faster follow-up.

Request time off in half-day increments, with balances tracked automatically through the year.

Select multiple job photos on a customer's Photos tab and download them together in one file.

Sign once and reuse your signature on future documents, or draw or upload a new one anytime.

A new work board lets your team track, assign, and follow up on jobs, leads, and tasks in one place.

Mark a lead as done and undo it if needed, right from the lead queue or detail page.

The online booking calendar no longer goes blank; it now shows a rolling list of open times.

Payment updates now retry safely so a temporary hiccup never causes a missed or duplicate charge record.

Invoices now show as paid only once fully paid, with viewed and refunded statuses tracked correctly.

Several import, export, and quick-action buttons that had gone missing are visible again.

Save an equipment configuration for a job and keep its pricing updated automatically as you build it.

Filter equipment options by model or by available rebate amount while building a system.

Forward an appointment to a helper or subcontractor directly from the job detail page.

Booking and scheduling now center on one calendar view, making it faster to find and book open times.

Calls are automatically summarized so staff can review the key details without replaying the recording.

Estimates now show realistic lead times for equipment based on what is actually available.

Appointment times now display correctly in your business timezone everywhere in the app.

Recorded payments now show full details directly on the invoice.

Dashboard KPIs and reports now share one consistent view instead of separate pages.

When a better time slot opens up, Plenum can propose it to the customer by text and confirm the move on a simple YES reply.

Customers can also receive reschedule offers by email and claim a new time with one click.

Every suggested schedule change waits in a review queue for human approval before anything is sent.

See the parts and equipment upcoming installs will consume, in one place, before the trucks roll.

The automation workflow builder gets safer publishing, clearer confirmations, and a cleaner operations dashboard.

Create and track purchase orders and suppliers directly from inventory.

Pricebook items now show live stock levels so estimates reflect what is actually on the shelf.

Accounts can verify sign-ins with an authenticator app, SMS, or email code.

Administrators can disable accounts, reset passwords and two-factor methods, and revoke active sessions.

Inventory movements between locations now support approvals and a full movement history.

Estimate PDFs open with a clean showroom-style cover that presents the proposed system like a product, not a form.

Estimates can explain the reasoning behind dual fuel, fully electric, or conventional recommendations in plain language.

Optional extended labor warranties appear as their own clearly priced section.

The online customer portal now mirrors the PDF's structure so customers see one consistent story everywhere.

The link-based portal for installers and subcontractors gets a rebuilt schedule, landing flow, and responsive field layout.

Each job opens as a focused mission page with everything a crew needs to complete the work.

Field photo uploads show their real lifecycle, including what is queued, sent, and confirmed.

Each user can pick their preferred navigation layout, and it follows them across devices.

The technician app moves onto one shared design system with consistent screens, dark mode, and states.

A rebuilt photo gallery and viewer with clear statuses and dependable auto-save.

Technicians can take a payment at the door with a guided three-step checkout.

Online booking can ask screening questions for every property, configurable per company.

Ask for reviews systematically and track requests through delivery, click, and outcome.

Read and reply to Google Business reviews from inside Plenum.

New leads post to Slack as live cards with real action buttons and a morning tally digest.

Ask questions about your business in Slack and get answers grounded in your own Plenum data.

Failed payments, sends, and automations now surface where staff will actually see and resolve them.

A dedicated whiteboard view for the office TV shows the week's installs at a glance, with managed devices.

The rebuilt estimate builder becomes the default, with cleaner option controls, item rows, and a live right rail.

Admins compose and adjust bookings in a new guided builder on a shared scheduling foundation.

Global search now tolerates typos and partial words while returning results instantly.

Team members request time off, managers approve it, and the schedule respects it automatically.

Add field workers who receive their schedules without ever needing an account or password.

Customer profiles show utility provider and income-qualified program eligibility with truthful, verifiable states.

Search, filter, sort, and batch actions across the lead response queue, with honest counts.

Lead pages merge photos and overview, and support notes, decline templates, and mark-as-sent.

Incoming calls can look up the caller and open the matching customer record instantly.

Customer pages show upcoming and past work grouped by year with clear summaries.

Photograph an equipment nameplate and Plenum reads the model and serial for review, with the photo alongside.

Every property builds a durable record of installed equipment and its service history.

Migrating from Housecall Pro can now bring your complete job, invoice, and deposit history.

Manager and CSR roles with enforced, granular permissions across the app.

Fixed photo capture-time and location reading so photos organize themselves correctly.

Technicians send arrival and delay updates with one tap, and customers hear about it immediately.

Push notifications get delivery hardening and deep links that land exactly where the work is.

Low-stock and reorder alerts run on a schedule and message the right people automatically.

HEIC photos from iPhones now display correctly across the app and portal.

The scheduling cockpit hides weekends by default and lets you adjust arrival windows inline.

Edit team member profiles, emails, and avatars, and provision accounts ahead of invite acceptance.

Job-site photos taken on a phone can upload and organize themselves without anyone thinking about it.

A dedicated full-screen cockpit for booking appointments while on the phone with a customer.

Browse and filter a complete Mitsubishi ductless equipment catalog when building systems.

Durable, branded password reset emails plus in-app password change and admin controls.

Attachments on customer email threads now deliver reliably in both directions.

Numbers are checked for line type and carrier before texts go out, cutting undeliverable messages.

Customers can hand their estimate to their own AI assistant for an independent review, from the PDF or portal.

Build reusable customer lists and target email campaigns precisely.

Polished editors for the content that appears on estimates, including key product features.

The online estimate form saves the lead first and attaches photos second, so a failed upload never loses the customer.

Admins block booking dates in one place, with an admin-only bypass for exceptions.

Certain booking requests can be guided to a photo-based online estimate instead of an in-person visit.

Recording and correcting invoice payments gets clearer details and reliable receipt retries.

Import existing photos from the phone's camera roll and match them to the right customers.

iPhones with LiDAR can capture room scans during site visits.

Estimate signing now walks customers through the actual document page by page, signature fields in place.

The portal's option comparison becomes a real decision tool customers can read at a glance.

Card processing costs are disclosed on every payment surface before the customer commits.

Pending bookings live on the schedule with better-time suggestions and duplicate detection.

Dispatchers see the day's schedule shape from their phone.

Matched leads can be scheduled directly from the mobile inbox.

Each company's data is now additionally isolated at the database layer itself, an extra wall beneath the application.

Invoice PDFs render through the same polished presentation engine as estimates.

The customer-facing estimate experience is rebuilt to feel calm and human, from landing to approval.

Customers see exactly which rebates apply and how each one changes their price.

Estimate PDFs and the online portal now share one presentation engine, so they always agree.

Estimates imported from Housecall Pro display as clean read-only archives in the portal.

Engagement signals, reminders, financing hooks, and keyboard shortcuts inside the estimate builder.

Customer emails move to a cleaner, more readable design across the board.

Send payment links with configurable options for how customers can pay.

Large estimates open and edit without freezing after a ground-up performance rebuild.

Customers pick appointment times from a proper calendar view when booking online.

Customer pages surface call recordings and transcripts alongside the rest of the conversation history.

One reusable activity log shows everything that happened on a customer or appointment.

See when customers open and interact with the emails you send.

Online booking shows many more available times, with a recommended view and a show-all toggle.

Reusable intro and note snippets drop polished language into estimates and invoices in one click.

Choose the photos that headline each estimate option.

Sending an estimate shows exactly how it will be delivered and to whom.

Federal tax credits are calculated and presented alongside rebates on qualifying systems.

Dozens of organization actions, like moving properties or reassigning appointments, run inline from the record page.

Pin an appointment so automatic scheduling never moves it.

Put lunch, training, and time off on the calendar as non-billable blocks.

Dispatch changes push to technician phones in real time.

Review and cancel all of a customer's open appointments in one guarded step.

Edit line items in a focused modal, draft descriptions with AI assistance, and save winning option sets as reusable templates.

Track every job from sold to completed, with estimates, jobs, and invoices linked end to end.

Customer text threads update live with delivery confirmations, on both desktop and the mobile app.

Send receipts straight from the payment screen, request a card on file, and record partial payments.

Hundreds of fixes across estimates, invoices, the customer portal, and the mobile app.

Show or hide columns on customer, estimate, invoice, and appointment lists to match how you work.

Technicians can search customers, jobs, payments, and properties from anywhere in the mobile app.

Take deposits, partial payments, and bank or financing payments right from the field.

Define ZIP-based priority zones with a click-to-pick map to steer scheduling toward your best areas.

Customers receive a clean email receipt the moment an invoice is paid.

Fixes across invoicing, the field app, and money handling, including precise totals on the go.

View archived records and bulk-restore them across the dashboard.

A built-in AI assistant for admins — ask questions and take action from a chat drawer.

A cleaner, higher-contrast design across the dashboard.

A dashboard inbox that surfaces appointments needing review, with one-click dismiss.

Recent invoices and estimates pull in from Housecall Pro automatically.

Larger touch targets, keyboard support, and precise money math in the field app.

Press Cmd-K to jump to any record or action, with your recent records close at hand.

A refreshed three-step booking portal for customers, with a two-hour arrival window shown up front.

A transactions page, payment voids, 3-D Secure card payments, and receivables-focused invoices.

Start estimates from a template gallery, with filters by status, amount, and date.

A documented public API with a developer docs portal for integrations.

Customers now see field-level validation errors while booking, plus self-booking polish.

Generate energy-savings impact reports with PDF output, built for rebate program paperwork.

Search estimates and invoices by number, customer name, or reference.

Admin booking notifications now include property details and a street-view image.

Estimate detail and builder fixes, including cleaner display of informational line items.

Automatic enforcement of rebate stacking rules, with supporting documents bundled into estimate packets.

A streamlined estimate portal with tabbed navigation and a cleaner approval wizard.

Leads without an address start the booking wizard right at the address step.

Fixes across booking and estimates, including fresher scheduling slot data.

Template quick-start and speed improvements throughout the estimate builder.

Multi-platform review requests with embeddable widgets, QR redirects, and automation.

Approved estimates now trigger automated follow-up workflows.

Online bookings are screened automatically, with a configurable bypass for high-value properties.

A cleaner, more professional scheduling email design.

Approval-wizard navigation and payment-step fixes in the customer portal.

Scheduling now recommends a tight, well-chosen set of time slots that keep the day efficient — no wall of options.

Inbound leads are classified and answered automatically with scheduling emails.

The map page is now a full dispatcher command center.

A redesigned financing-plan selector for customers.

The appointment detail screen is now usable on phones, plus scheduling fixes.

Appointments, customers, calendar, and navigation now work properly on phone-sized screens.

A smoother booking wizard for rebate-program jobs to reduce drop-off.

Estimates can automatically add related pricebook items.

Corrected booking notification links and refined scheduling behavior.

Booking and shopping funnels are now tracked so you can see where customers drop off.

Quick filter pills on estimate and invoice lists.

Resolved booking-flow issues that were causing customers to abandon mid-booking.

Estimates use one financial engine with per-item tax, discount handling, and richer PDFs.

Invoices now track viewed, cancelled, refunded, and written-off states.

Customers can pay invoices by bank transfer (ACH) directly from the portal.

Improved contract PDFs, with forward and reassign options for signing.

A cleaner week-view calendar with service type shown on appointment cards.

The shopping experience now pulls live rebate and equipment-catalog data.

Visitor attribution is tracked across referrals, bookings, and chat so you know where leads come from.

Automated progress emails keep shopping leads engaged.

A standalone AI chat assistant that can be embedded on your website.

Resolved critical bugs in the estimate-to-invoice pipeline.

The customer portal uses secure magic links for documents, with real two-way messaging.

Technicians get a job-completion flow with ratings and invoice and checklist summaries.

New field-app capabilities: appointment detail, invoicing, payments, signatures, and offline sync.

Outbound webhooks fire on key events like completed sales, for connecting other tools.

Fixed an error that could block bookings, plus portal and mobile fixes.

Generate 25C federal tax-credit paperwork for customers, with equipment linking and PDF output.

Target maintenance campaigns and outreach using reusable customer lists.

Import jobs from Housecall Pro, including batch import.

Settings reorganized with clear tabbed navigation.

Theme-aware colors in the calendar picker, plus portal stability fixes.

Customer email replies are captured and threaded against the right document.

A focused Today screen for technicians, plus an agenda planning view.

Customers can view and download tax-credit documents from the portal.

Shopping product PDFs redesigned as polished promotional brochures.

Fixed shopping address selection and a portal documents-page loop.

Card and bank-transfer payment processing through a new payment integration.

Organize, capture, and share job photos from the mobile app.

A refreshed, native-feeling design across the entire mobile app.

TCPA-compliant SMS consent enforcement and welcome messages.

Fixed calendar sync handling and duplicate sync records.

A form submission system to capture leads from your website.

Quick Pricer now shows multi-stage pricing and embeds on your WordPress site.

A content studio for building and publishing marketing assets.

Call recording and transcription for inbound calls.

Dark-mode and text-visibility fixes across public pages.

Light and dark theme support for all public pages

Premium glass-effect button component

Redesigned widget with email capture and rebate information

Dark mode support across pricing, comparisons, and demos

Automatic theme detection based on page type

Prisma-backed mobile API routes for field technicians

Migrated auth services from PostGREST to Prisma

Fixed broken links and removed placeholder data

Debug page to visualize how slots are scored and ranked

Centralized route detection for consistent navigation

Route-specific 404 pages for better user experience

Detailed scoring explanations for booking intelligence

Unified marketing services and workflows UI

Campaign system for seasonal maintenance reminders

AMI calculator and newsletter subscription widgets for WordPress

Email templates for newsletter category

Background workers for campaign reminder processing

Claude-powered PR review and code assistance

Landing pages for HVAC, plumbing, electrical, and FSM

Comparison pages for Workiz, Kickserv, Synchroteam, SuccessWare

Clippy, chaos mode, DVD bounce, and page drift for fun

JSON-LD schemas and OpenGraph images for better SEO

Schema.org breadcrumbs on compare and feature pages

Text positioning and alignment controls

End-to-end photo system across invoices, estimates, rebates, and portal

Redesigned appointment cards with technician color tinting

Confidence-based customer matching service

10 new trigger integrations wired end-to-end

Centralized trigger system for all cron jobs

Removed migrated REST routes after tRPC migration

Customers can manage multiple email addresses with per-address notification preferences

Floating chat bubble with unread message counts in customer portal

View contracts directly in the portal without downloads

Centralized icon imports for faster bundle loading

Parallel Docker builds with bake for faster deployments

Bidirectional sync for photos, posts, reviews, and business info

Real-time Google Calendar sync with virtual call scheduling

Canvas-based image generation for marketing materials

Hypnotic breathing animation while loading schedules

Breathing animation for service area markers

Migrated 45+ routes to tRPC for end-to-end type safety

Unified media management with assignment history tracking

7-day forecast added to dashboard weather widget

Typed fetch with automatic error handling

Batch processing improvements for photo analysis

AI setup assistant for guided company onboarding

Resolved 75 runtime bugs with better React patterns

Singleflight pattern prevents thundering herd

Banker's rounding for Stripe payment intents

Immersive full-screen mode for document editing

Comprehensive companyId filtering across all operations

Optimistic locking prevents double-booking

All monetary calculations use banker-grade decimals

Standardized toolbars across all list views

Improved deliverability with proper headers and formatting

Full activity history and team management for invoices

Better UX for auto-approved bookings in portal

New engine powering both estimate and invoice builders

Live sync for parts checklists across devices

End-to-end transactional workflow monitoring

Drag-to-resize sidebars throughout the app

Edit notes directly without modal interruptions

Complete tracking pipeline for marketing ROI

Preferences cached to eliminate page flash

Local Redis as primary cache for speed

Distinct light and dark themes for customer portal

Scroll-to-field and visual error highlighting

View and compare all estimates in customer portal

Increased reCAPTCHA limits and duplicate handling

Modern frosted glass effects across key interfaces

Enhanced portal with property intelligence

Deeper property intelligence integration

Redis caching for frequently accessed data

Better retry logic and monitoring for background jobs

Database optimizations for 35% faster responses

Refreshed dashboard with 60-second auto-refresh

Circuit breakers, retry backoff, and idempotent requests

Optimized authentication for faster page loads

Dynamic subdomain routing with Cloudflare SSL

Comprehensive subdomain resolution

Filter subscription management product

7-day forecasts and alerts for scheduling

End-to-end rebate lifecycle management

Automated deployments with health checks

Quick actions and urgency indicators on calendar

D/W/M/A keys for calendar view switching

Dedicated notification preferences section

Control panel with inline editing

Mobile app with offline support and real-time sync

Background location for ETAs and dispatching

Geo-tagged photos with upload queue

Contractor access with magic links

Payment and signature capture on mobile

Platform-level environment variables

GPS auto-organization for job photos

Recoverable deletion for all core entities

Premium polish for pricing widget

Per-service scheduling integrated into slot generation

Tiered areas integrated into slot scoring

High-density sidebar with smart rescheduling

Global resource assignment system

Luxury selection page with premium feel

Booking sessions recover within 24 hours

Professional header with company branding

Company slugs replace UUID exposure

Automated validation with smooth UX

Team chat in estimate builder and inbox

Manage conversation participants

Appointment reminders via SMS

Auto-save in invoice builder

Database indexes for automation queries

Revenue, bookings, weather, and performance metrics

Customizable widget arrangement

Automated customer communication templates

Save and reuse estimate configurations

Booking widget with UTM tracking

Unified template system for all documents

Shared design system foundation

Customer context with inline pricebook search

Search pricebook directly from line items

Multi-step estimate presentation

Redesigned with Firmament architecture

Complete settings system for all configurations

Bidirectional sync for estimates and invoices

Intelligent slot recommendation wizard

Improved from 56% to 94% pass rate

Comprehensive codebase cleanup

Resolved 248 TypeScript errors

Realistic appointment seed data

Split large services into focused modules

Hidden estimate service modularized

Split into CRUD, options, approval services

Customers finalize appointments after estimate approval

Hexagonal grid clustering for route optimization

Portal rate limiting for security

Comprehensive test data for all modules

Premium booking with vertical progress sidebar

Coordinate validation for schedule step

Improved property type formatting

Two-way SMS with iMessage support

Customizable template editor

Enhanced clustering with route management

Service areas with auto-approval rules

Day, week, month, agenda with drag-drop

Live map with toggleable appointment layers

Fast appointment creation with bulk actions

Multi-option pricing with margin calculations

Bundled pricing with cost tracking

Multi-party SMS conversations

Business intelligence dashboard service

Email scheduler with cron jobs

Customer, property, and equipment management

Route optimization with clustering

PDF generation with email delivery

SMS integration with Twilio

Digital contracts with e-signatures

Parts tracking with decimal precision