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v0.26.0 Release Notes

· 13 min read
Engineering Team
Engineering Team
MaidCentral Engineering

v0.26.0 brings built-in online quoting and a website lead form to every company, adds revenue and utilization to the Dashboard's Teams card, and fixes a wide set of quoting, scheduling, QuickBooks sync and payroll issues to match MaidCentral V2.

Important Changes​

  • Daily Invoicing: Daily Invoicing now ticks Send by default for any customer who has a contact set to receive invoice notifications and an email address on file, whatever their billing terms. Before, Send was only ticked for customers on credit-card terms. Untick Send before processing if you don't want a customer emailed.

Highlights​

  • Online Quoting & Website Lead Form Built In — Customers can now get an instant price and book a cleaning straight from your website, or submit a lead through a ready-made form, with no office call needed.
  • Dashboard Shows Each Team's Revenue and Utilization Today — The Dashboard Overview's Teams card now shows each team's revenue earned today and how full their schedule is.
  • Technician Default Team Changes Can Be Backdated — Admins can now backdate a technician's default team change from their profile instead of redoing each day one at a time.
  • Saved Quotes Reopen With the Right Price, Rooms and Home Details — A long list of quoting bugs that reset room counts, prices, scopes or home details when a saved quote was reopened or re-saved is fixed.
  • Scheduling Suggestions Now Match MaidCentral V2 Exactly — Modify Schedule, "First Available" and booking suggestions now calculate and offer time slots the same way MaidCentral V2 does, and no longer suggest a slot that was just taken.
  • QuickBooks Sync Reliability Fixes — A cluster of QuickBooks sync issues — invoices, credit memos, account mapping and link checks — that could leave an invoice unsynced or create a duplicate are fixed.
  • Payroll and Invoicing Totals Now Add Up Correctly — Payroll History's Payroll total and invoice PDFs' charged/paid amounts now include every component they should, matching MaidCentral V2.
  • Customer Portal Visit Status and Contact Editing Fixed — The customer portal now reflects a technician's actual clock-in/out and lets customers edit an existing contact method in place.

What's New to Try​

Website Lead Form & Online Quoting​

Go to Settings > Quoting & Scopes > Form Builder and copy the embed code or link for the Website lead form, or point customers at your branded online quote page — they can price, choose add-ons, and book a cleaning without calling your office.

Dashboard Overview: Team Revenue & Utilization​

Open Dashboard and look at the Teams card — each team now shows how much it's earned today and a utilization bar for booked vs. usable hours.

Technician Default Team Backdating​

Open a technician's profile and check the Default Schedule tab — a default team change can now be backdated in one step instead of fixing each day on Schedule > Attendance.

Daily Invoicing Send Default​

Open Invoicing > Daily Invoicing — any customer with invoice-notification contacts and an email on file now has Send ticked automatically, no matter their billing terms. Untick it if you don't want that customer emailed.

Exact Scheduled Hours on the Estimate​

While quoting, check the estimate — it now shows the job's exact scheduled hours (like 2h 21m) instead of always rounding up to the next quarter hour.

Detailed Changes​

Features​

  • Website Lead Form & Online Quoting: A ready-made, embeddable lead form and a built-in online quoting and booking tool are now available for every company, matching MaidCentral V2. Customers can submit a lead from your website, or get a price, pick add-ons, and book a cleaning (including paying by ACH) for any service you've opened to online booking. Set up and get embed codes at Settings > Quoting & Scopes > Form Builder. Existing MaidCentral V2 lead-form and online-quote links keep working.

Enhancements​

  • Dashboard: Team Revenue & Utilization Today: The Dashboard Overview's Teams card now shows each team's revenue earned today and a utilization bar for booked vs. usable hours, plus fee and zone detail on job tooltips.
  • Technician Default Team Backdating: Admins can now backdate a technician's default team change from the profile's Default Schedule tab instead of redoing each day one at a time on Schedule > Attendance.
  • Exact Scheduled Hours on the Estimate: The estimate now shows a job's exact scheduled hours instead of always rounding up to the nearest quarter hour. Scheduling slots still round up to the quarter hour, as before.
  • Settings & Host Tenants Show Tenant/Branch ID: Settings > General and the host Tenants portal now show read-only Tenant ID and Branch ID fields, so support and multi-branch admins can confirm which company or branch is loaded.
  • Paystri Branch Labeling: For companies that take payments through Paystri (CardConnect), the payment settings card now names the branch its credentials apply to, with a warning that credentials are branch-specific.
  • Cutover Import: Timesheets: Companies going live on Pulse can now import timesheets from their cutover workbook during setup, not just customers and jobs.
  • Cutover Pay History Stays Separate: Pay history imported during a company's cutover now locks as its own, non-editable payroll period, so Pulse payroll can't re-pay hours that were already paid before the switch.

Bug Fixes​

Quoting

  • Reopening a saved quote after a page refresh no longer reverts room counts to what they were before the last save.
  • A multi-scope quote now saves each scope's own room minutes instead of copying the first scope's, which had been zeroing out room fees for rooms only a later scope listed.
  • Quick Action no longer shows or sends room-count data when scheduling an existing service that doesn't use it.
  • Re-saving an unbooked quote no longer sets its Job Rate as if it were booked, so Sales Pipeline totals only count work that's actually booked.
  • Percent-based extras (like a Deep Clean Add-On) now have a quantity stepper and support negative quantities, matching MaidCentral V2, instead of being stuck at quantity 1.
  • Reopening a quote no longer overwrites Special Instructions and similar answers that were edited directly in MaidCentral V2.
  • Re-saving a quote whose only phone is a Home Phone no longer adds a duplicate Cell Phone row with the same number.
  • Booking an already-booked quote again (for example from a stale browser tab) is now blocked with a clear message instead of creating a second booking.
  • Booking a saved quote now updates that saved pricing in place instead of always creating a brand-new quote version.
  • The Square Feet dropdown on a By-Square-Foot scope now shows only that scope's own bands, and a band with a fractional top end now prices and saves on the correct whole square footage.
  • Square footage, date, time and date-time quote questions now price and display the same way MaidCentral V2 does, with standard pickers instead of a dropdown of pre-set ranges.
  • A scope with a room at two or more units, or with a room left out entirely, now stores and books the correct per-room minutes.
  • A priced numeric question is no longer mistaken for the Square Feet question on the estimate, which had been hiding it and corrupting the Sq Ft dropdown.
  • "Save Lead Only" now keeps the scopes of work picked on the Profile tab instead of showing none selected on reopen.
  • Reopening a saved quote with a manual hourly-rate override, and booking it without changing pricing, now books the saved price, hours and add-ons instead of re-pricing it.
  • Reopening a saved quote with two or more scopes now keeps them in their original order, instead of risking an incorrect square-footage band and an overwritten home size.
  • Reopening a saved quote with multiple saved versions now shows that version's own bedroom, bathroom and home-size details.
  • A Home Name typed on a quote now actually saves and carries through to booking and the customer's Homes list, instead of silently reverting to a default name.
  • Re-submitting the first step of a quote form for an existing lead no longer writes a duplicate "Lead Created" note, and Quote Summary's View Details no longer opens a blank page.

Scheduling

  • Escalation handling and bulk schedule changes no longer fail every time with an error.
  • The Availability Planning calendar now shows full or overbooked days in red instead of grey, across the tab layout, mini-grid and day drawer.
  • Adding, editing or deleting a fee on a pending job in a branch other than your active one now uses the job's real team size instead of defaulting to one, and the Dispatch Board and Master Schedule now refresh immediately after.
  • Modify Schedule no longer half-applies a change when a future pending job has an attachment, inspection, credit-card error or customer response attached — it now runs as one all-or-nothing change, and names which jobs it keeps when they have clock, timesheet or invoice records.
  • Switching branches no longer leaves requests tagged with the branch you just left, and a page reload no longer snaps back to the old branch.
  • Modify Schedule now keeps a job's exact scheduled hours — matching MaidCentral V2's calculation — instead of rebuilding them from a rounded display value that could drift by a few minutes.
  • Modify Schedule opened from a quote now opens on Master Schedule for weekly services, where booking actually happens, and "Save Quote & Book" no longer stays clickable with no time slot picked.
  • After a job is booked, other quotes' "First Available" and scheduling suggestions no longer keep offering the team or time slot that was just taken.
  • Scheduling suggestions no longer offer a time slot that overlaps an already-booked job's real booked window.
  • Dispatch board links now open on the day they link to, instead of a stored filter overriding the date.
  • A newly added branch's default scope of work now starts with the correct efficiency, payroll load and scope group, instead of zeroed-out defaults.
  • The welcome wizard is now tracked per user instead of per branch, so finishing it on one branch no longer forces you through it again on another.
  • Closing an unedited job drawer from the schedule's Route tab no longer wrongly asks to discard unsaved changes.
  • Mobile Route now shows unscheduled jobs the same way desktop Route does.
  • Map controls on the schedule's mobile map are now properly sized for touch.
  • The Teams list no longer repeats or skips teams when paging past the first 100.
  • Login is faster — a settings read it depended on no longer scans every tenant's and user's rows on every login.

QuickBooks & Accounting

  • QuickBooks link checks no longer report an inactive customer as "not found."
  • "Link to QuickBooks" search no longer silently shows "No matching customers found" when QuickBooks can't be reached — it now shows an error with a retry.
  • Credit memos now sync to QuickBooks correctly for QuickBooks-connected companies; they previously never synced.
  • Editing an already-synced invoice on a QuickBooks-connected company now queues the resync correctly instead of getting stuck unpayable; a line edit on an already-synced invoice is now rejected to avoid a silent QuickBooks overwrite.
  • A QuickBooks invoice or tip sync occasionally lost its local record after QuickBooks had already accepted the change, sometimes creating a duplicate invoice — it's now retried correctly.
  • Fixed several QuickBooks invoice-sync timing issues (concurrent edits, voids, credit applies and payment applications) that could lose a write-back or create a duplicate invoice.
  • Clearing a QuickBooks account mapping (Default Income, Tip, Refund or Bank account) by choosing "None" now actually clears it.
  • Daily Invoicing's QuickBooks-link warnings no longer flag scopes or rate modifications that don't need their own QuickBooks item as broken links.

Payroll & Invoicing

  • The payroll close wizard's "Uninvoiced Jobs" step and the "Pending Jobs Not Invoiced" modal now open Daily Invoicing on the right job instead of a dead button.
  • Payroll History's "Payroll" total and Payroll % now include bonuses, additional pay, supplemental pay, overtime and PTO, matching MaidCentral V2.
  • "Update Job Date" in the Payroll Timesheet Issues close wizard now moves the job and clears the flag instead of returning an error.
  • Invoice PDFs and drawers now correctly label the card-fee-inclusive total as the amount charged and include the card fee in the amount paid, so the invoice adds up.
  • A job's invoice detail now lists every saved card instead of showing "No payment methods on file" for customers with more than one saved.
  • Saving a job tip no longer occasionally fails with an error when two saves happen close together; overlapping saves now get a clear conflict message, and the office Table view tip editor no longer needs the Invoice Tips setting turned on.
  • Payroll Validations and the Payroll Summary report no longer briefly show stale data right after a reload.
  • Users with access to more than one branch can now add and delete rate adjustments on jobs in those other branches instead of getting an error.

Customer Portal & Leads

  • The customer portal now shows a visit as in progress or completed based on the technician's actual clock-in and clock-out.
  • Customers can now edit an existing contact method on the portal's Contacts page instead of having to delete and re-add it.
  • Adding a property with a missing or invalid zone now shows a clear error, and a new home created from the customer portal is correctly owned by the signed-in customer.

Automations & Messaging

  • Automation rules no longer occasionally fail to start when another run of the same rule is finishing at the same time.
  • Emails sent outside the normal send flow, like invoice emails, no longer show placeholder text or a broken unsubscribe link.
  • The technician lockout email no longer shows a blank date.

Security & Admin Tools

  • Tightened branch-list access so a signed-in user can no longer see another company's branches.
  • Assigning a role or direct permission to a technician's linked user account no longer fails when that account has no membership row yet.
  • The View As Customers search no longer returns an error on every search.
  • Creating a job for a team that already has mileage data cached for that date no longer returns an error.

Settings

  • Settings search for an integration like Paystri now opens and scrolls to the right card instead of landing on the General tab.
  • The duplicate-contact warning on a new lead or quote now names the field that actually matched, instead of always saying "this email or phone."
  • A lead's Created timestamp now shows in the branch's local time instead of UTC.
  • The price pop-up no longer shows a confusing "First Job (with rate mods)" line that didn't match the quoted summary.
  • The estimate now marks Half Baths as required when the scope's question requires it.
  • The Bulk Edit Scopes drawer now uses the standard drawer width.
  • Opening a technician's profile with an unrecognized tab now falls back to Overview instead of showing a blank tab.