When asking for data about a specific date, AI Insights sometimes ignored that date and returned results for a broader default range instead. AI Insights now respects the date specified when the data table is built.
In the expanded view of the AI Insights panel, the data table would jitter while text was typed in the prompt field. The layout no longer jitters when you type in the prompt field.
When an AI Insights query returned no matching data, an empty table was rendered instead of a clear no results message. The view now displays a no results message instead of an empty table.
Customer Search
When you searched by customer name in the Quotes or Invoices pages and then deleted the text from the search field, the filter was not cleared and the results list stayed filtered instead of resetting. These lists now refresh when the search field is emptied.
Data Imports
When importing products from a spreadsheet, any row with a markup percentage above 999.99 or an oversized cost or price value caused the entire import to fail with only a generic "Failed to import" message. The importer now validates those fields before saving and returns a clear message explaining which value is out of range.
When importing customers from a spreadsheet that included a Customer Status column, that column was ignored. Every imported customer was set to Lead, regardless of the value specified in the spreadsheet. The import now reads and applies the status value from the spreadsheet correctly.
Invoice Settings
The selection fields for reminder days and suspension days in Invoicing Settings didn't respond to taps on Safari for iPhone and iPad, making it impossible to update those settings on mobile. The fields are now fully usable on iOS Safari.
Quotes
Admin users could not approve quotes on behalf of customers, even when payment was not required at the time of approval. Admins can now approve quotes without a credit card being required.
Work Orders
When a work order was linked to a customer registered as a business rather than an individual, the customer name displayed as "null null" instead of the company name. Company names now appear correctly on work orders.
When work orders on a job were moved to Scheduled, the parent job's status did not update and stayed stuck at "Not Started." The job status now recalculates correctly when work orders are scheduled.
