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v0.20.0 Release Notes

· 5 min read
Engineering Team
Engineering Team
MaidCentral Engineering

v0.20.0 ships a redesigned office Dashboard, customer portal arrival windows, double-booking protection on the schedule board, and quote delivery by email and SMS.

Highlights​

  • New Office Dashboard — Logging in now takes you straight to a redesigned Dashboard that surfaces today's jobs on a live map with time rings, team and staffing status, the sales pipeline, and revenue and cash metrics — all above the fold, with drill-in cards for teams, staffing, and lost revenue.
  • Customer Portal Arrival Windows — Customers can now see an arrival window (e.g. 11:00 AM – 2:00 PM) instead of a single exact time on their upcoming visits, in the portal, their job history, and their calendar download.
  • Schedule Drag & Drop Blocks Double-Booking — Dragging a job onto a technician who's already booked at that time now shows a clear conflict warning instead of silently double-booking them.
  • Send Quotes by Email and SMS — The quote review step now lets you choose which line items to include and send the quote by email or text, with your saved pricing scopes carried through.
  • Edit a Customer's Portal Login Email — Office staff can now update a customer's portal sign-in email directly from Contact Overview.
  • Technician Pay Type Safeguards — Switching a technician's pay type now requires a valid rate before it saves, so payroll figures can't silently end up wrong.

What's New to Try​

Dashboard​

Log in and take a look at the new Dashboard — today's job map with time rings, team and staffing cards, the sales pipeline, and revenue and cash all in one landing view.

Customer Portal Arrival Windows​

If your account shows arrival windows to customers, check a customer's upcoming visit in the portal or their downloaded calendar invite — it now shows a time range instead of one exact time.

Schedule Drag & Drop​

Try dragging a job onto a technician who already has a job at that time on the Schedule board or master view — you'll get a conflict warning instead of a silent overlap.

Send Quote by Email or SMS​

On an estimate, open Save & Send Quote and pick which lines to include, then send by email or text.

Contact Overview Login Email​

Open a customer's Contact Overview and look for the portal login email field — it can now be edited directly from there.

Detailed Changes​

Features​

  • New Office Dashboard: A redesigned landing dashboard shows today's jobs on a live map with time rings, per-team job counts, staffing status, sales pipeline stages, and revenue and lost-revenue cards.
  • Edit Customer Portal Login Email: Office staff can change a customer's portal sign-in email from Contact Overview, with duplicate-email checks on both the form and the save.
  • Send Quotes by Email and SMS: The quote review step lets you choose which priced lines to include and deliver the quote by email or text message.

Enhancements​

  • Customer Portal Arrival Windows: Upcoming visits in the customer portal, job history, and calendar downloads (.ics) can now show an arrival window instead of a single exact time.
  • Schedule Drag & Drop: Dragging a job now blocks double-booking a technician and shows a clearer, correctly formatted conflict warning across both the job board and master schedule views.
  • Add to Team: The + action on a technician's schedule row now correctly distinguishes adding them to a team from moving them, and preserves their existing hours and position.
  • Technician Pay Type & Pay Rate: Changing a technician's pay type now requires a positive rate, keeps the stored rate when you switch back, and the pay-structure card refreshes immediately after a save.
  • Payroll Settings: The payroll load factor is now entered and displayed as a percentage, with scope pay fields laid out in even columns and a link to the pricing report explaining how the factor is used.
  • Customer Portal Tips: The tip prompt on the customer portal now waits for the visit to finish loading before showing a default amount, and any tip left now shows up in the visit's total.
  • Schedule Totals: Job-card and drawer totals now refresh immediately after editing a job's base fee or a rate modifier.
  • Zone Assignment: Customer zones now recalculate automatically when a postal code changes, and automatic zone refreshes are scoped more tightly so unrelated zones aren't touched.

Bug Fixes​

  • Time Off: Fixed partial-day time off requests not correctly adjusting a technician's existing schedule — approving or denying a request could leave stray or missing schedule rows.
  • Technician Access: Fixed the kiosk password field blocking Route Timing and Technician Access settings from saving, even when the kiosk password wasn't being changed.
  • Messages: Fixed scheduled message send and response times showing in the wrong timezone instead of your local time.
  • Payroll: Fixed pay sheet PDF downloads failing.
  • Customer Portal: Fixed misaligned status badges on the portal agenda and calendar times that should have stayed hidden from customers.
  • Company Settings: Fixed company settings being editable by users who shouldn't have had admin access.
  • Sales Pipeline: Fixed a lead getting stuck on "Contacted" after a note was added, and leads now correctly advance to "Quoted" once a priced quote is saved.
  • Customer Portal: Fixed the portal login email screen allowing an email address that was already in use by another account.
  • Scheduling: Fixed rescheduling a job so a failed reschedule can no longer leave the original job removed from the schedule with no replacement created.
  • Invoicing: Fixed $0 jobs sending a $0 invoice notification to the customer instead of being skipped, while a job with only a tip (no charge) correctly keeps its Invoice option available.

Coming Soon​

  • AI Receptionist — An AI assistant that can propose and book appointment slots for incoming leads.
  • Hosted Card Capture Links — Send customers a secure link to save a card on file.
  • Message Delivery Status — See failed text message deliveries flagged in real time in Pulse Connect.