We're bringing greater control and clarity to your financial operations with this release. From enhanced bill processing to expanded accounting classifications, we've focused on making your daily workflows more efficient while ensuring perfect data alignment with QuickBooks Desktop.

Bill Management Enhancements

Managing vendor bills just got better with clearer identification, smoother QuickBooks sync, and more intuitive list views.

Vendor Invoice ID Tracking

• Dedicated ID Fields: Clearly distinguish between Roopairs bill IDs and supplier invoice numbers throughout the platform

• Enhanced Search: Find bills instantly using either identifier, eliminating cross-reference confusion

• Consistent Display: View vendor invoice IDs alongside Roopairs bill IDs in all views and documents

QuickBooks Sync Enhancements

• Automated Status Updates: Bills paid in QuickBooks automatically update in Roopairs with correct payment status and date

• RefNumber Synchronization: Vendor invoice IDs populate the QuickBooks RefNumber field for easier cross-referencing

• Payment Workflow Guidance: Removed "Mark as Paid" button for QuickBooks-connected accounts and replaced it with an informative banner

Streamlined List Views

• New Vendor Invoice Column: Quickly scan through bills with the dedicated Vendor Invoice ID column

• Optimized Column Layout: Default configuration prioritizes most important identification fields

These bill management enhancements are available for all accounts using the Bills feature, with migration support for existing bills.

Line Item Part Details

Identifying specific parts across your workflow was often challenging, especially when dealing with similar components from different manufacturers. We've solved this by adding manufacturer details to every line item throughout the platform.

Enhanced Part Identification

• Manufacturer Information: Each part now displays the manufacturer name and part number beneath its description, giving you immediate identification at a glance

• Consistent Experience: See the same detailed part information wherever you work—from Jobs and Estimates to Invoices, Purchase Orders, and Bills

• Smart Empty States: When manufacturer details aren't available, clear placeholder dashes maintain a consistent interface, even for ad hoc items

Comprehensive Documentation

• PDF Integration: Part manufacturer details now appear on all internal PDFs, creating perfect alignment between your digital and printed records

• Space-Optimized Display: Compact "MFG" and "MFG PART #" formats fit neatly into PDFs and list view columns without disrupting your familiar layout

• Unified Terminology: We've standardized naming conventions throughout the platform, eliminating confusion when moving between different areas

This enhancement makes it instantly clear which exact part you're working with, reducing mistakes when ordering similar components and providing better documentation for your team and vendors.

Advanced Subtype Classifications

We've expanded our Pricebook Item Subtypes feature with powerful new capabilities that give finance teams better control over how transactions are categorized in your accounting system.

Complete Financial Tracking

• Required Classification: Set subtypes as mandatory for final bills and invoices, ensuring every transaction is properly categorized before it hits your books

• Selective Access: Control exactly who can modify accounting classifications with intuitive user permissions, preventing accidental changes

• Account Mapping Expansion: Subtypes now map to all key account types—revenue, expenses, COGS, and inventory Asset—creating a complete financial picture

• Cross-Object Support: We've extended subtypes to purchase orders and bills, maintaining the same classification from order to payment

• Ad Hoc Item Classification: When creating ad hoc items, subtype selections now carry forward to the review stage, eliminating duplicate work

With these enhancements, your accounting data flows effortlessly from Roopairs to QuickBooks Desktop with the correct account mapping at every step, dramatically reducing manual reclassification work.

These expanded capabilities are available for all Service Companies. Contact your Roopairs representative to configure subtypes that align perfectly with your chart of accounts.

Improvements

• Selective QuickBooks Synchronization: Added granular controls for QuickBooks data synchronization, allowing you to choose whether contact details and notes sync from Roopairs to preserve accounting-specific information

• Accurate Vendor Cost Tracking: Updated bill line items to pull appropriate vendor costs instead of customer-facing prices, with consistent "Cost" terminology replacing "Price" throughout

• Line Item Part Details: Added manufacturer and part number fields to line items across all objects, making it easier to identify exact parts and distinguish between similar items

• PDF Documentation Enhancement: Expanded PDF documentation to include manufacturer and part number details beneath part descriptions, creating consistent part identification

Fixes

• Custom Address Persistence: Fixed an issue where custom billing and shipping addresses weren't being saved when creating or editing bills

• Street Address Editing: Resolved a problem preventing users from editing the street address field when customizing bill addresses

• Line Item Subtype Updates: Fixed multiple issues with subtype handling: subtypes now properly update when changing line items, persist when intentionally cleared, and display correctly when editing pricebook items from within object creation flows

• Job Summary Access: Resolved a critical bug preventing technicians from accessing the job summary editor, restoring their ability to update service details

• Public Job Links: Fixed broken public job links to ensure clients can properly view shared job information without seeing a blank page

• Time Tracking Accuracy: Corrected a time tracking issue where clicking the same active status twice would incorrectly reset logged time in job timelines

• Status Change Form: Fixed form state issues when canceling and reopening the status change dialog, ensuring selected sub-status data doesn't improperly persist between sessions

• Email Message Formatting: Restored proper preservation of newlines in blockquote messages in email notifications, improving readability of multi-line communications

Product Areas: Bills, Jobs, Pricebook Item Subtypes, Notifications, Emails, QuickBooks Desktop Integration

We've introduced new time tracking capabilities, enhanced your financial control with new classification tools, and dramatically improved platform performance to streamline your daily operations.

Technician Timesheets

Tracking technician time on jobs has traditionally been a cumbersome process involving paper timesheets, text messages, or separate systems that had to be manually reconciled with job data. This disconnect created administrative overhead, payroll delays, and inaccurate job costing.

To solve these challenges, we've introduced built-in Job Timesheets—a seamless way for technicians to clock in and out directly from their assigned job while capturing accurate time data that flows automatically into our reporting capabilities.

Intuitive Time Tracking

• One-Click Time Tracking: Technicians can clock in and out directly from the job card with a single tap

• Job-Specific Controls: Only assigned technicians can clock into jobs, ensuring accurate tracking

• Context-Aware Interface: Clock-in/out buttons intelligently appear based on job status and technician assignment

• Real-Time Feedback: Instant confirmation of clock actions helps verify time is being tracked correctly

Administrative Oversight

• Timeline Integration: Clock-in and clock-out events appear directly in the job timeline

• Single-Job Enforcement: Technicians can only be clocked into one job at a time

• Comprehensive Reporting: Time data flows automatically into timesheet reports for streamlined payroll

• Historical Record: All time entries are permanently associated with jobs for accurate job costing

Job Timesheets is being rolled out gradually to ensure quality and reliability. Contact your account manager to have this feature enabled for your company.

Pricebook Item Subtypes

Some service businesses require more detailed classification than our standard pricebook categories can provide. While the basic categories work perfectly for many operations, companies with specialized service offerings or diverse inventory sometimes need additional ways to organize their pricebook items.

Our new Pricebook Item Subtypes feature offers this flexibility for those who need it. It allows businesses to create custom subcategories that integrate seamlessly with accounting systems, providing an optional layer of organization that can be valuable for certain reporting and financial tracking needs.

Enhanced Item Classification

• Custom Subtypes: Create unlimited subcategories for each pricebook item type, allowing for more detailed classification

• Automatic Selection: When there's only one subtype available for an item type, it's automatically selected to streamline your workflow

• Default Inheritance: Line items inherit subtypes from their linked pricebook items, reducing manual work while maintaining consistency

• Permission Controls: Maintain data integrity with granular controls over who can create, edit, and assign subtypes

QuickBooks Desktop Integration

• Account-Specific Mapping: Assign specific QuickBooks revenue accounts to each subtype, eliminating manual reclassification

• Automatic Sync: Subtypes synchronize with QuickBooks Desktop as separate items with the correct account mappings

Pricebook Subtypes is being rolled out gradually to ensure quality and reliability. Contact your Roopairs account manager to customize subtypes tailored to your specific organizational needs.

Optimized Search Experience

We've completely redesigned our search infrastructure to deliver dramatically faster results, especially for businesses with large datasets. The improved search functionality now works up to 3x faster across pricebook items, clients, service locations, and jobs.

You'll notice immediate performance improvements when searching in dropdown menus throughout the platform, with faster response times and quicker loading that minimize delays and keep your workflow moving smoothly.

Improvements

• Document Clarity: Renamed "Comments" to "Notes to Client" on invoices and estimates and "Notes to Vendor" on purchase orders

• QuickBooks Integration: Ensured tax rates always sync and prevented customer notes from appearing on statement memos

• Vendor Details: Added accounting sync status to vendor details page

• Pagination Performance: Improved page loading speed when browsing through list views

• Keyword Search: Removed unnecessary filters to dramatically improve search performance

• Report Visuals: Updated Reports section design to match the rest of the Roopairs platform

Fixes

• Tax Display: Fixed tax rates showing as "NaN %" in dropdown menus

• List Views: Added missing tax rate and discount columns to pricebook list views

• Table Configuration: Fixed empty "Add Columns" menu after page reload

• Service Company Switching: Fixed list views failing to load data after switching between companies

• Job Summary: Fixed public version job summary accordion not expanding

• Quickbooks Vendor Sync: Fixed vendor sync flag not updating when editing or changing status

Product Areas: Pricebook, Accounting Integrations, QuickBooks Desktop, Invoicing, Estimates, Jobs, Performance, Search, Clients, Timesheets, Reporting, Purchase Orders, Bills, Vendors, User Interface

We've enhanced platform flexibility and financial workflows with a comprehensive Bills management system and a completely redesigned permissions framework that gives you precise control over user access.

Bills Management

Tracking vendor payments has traditionally been disconnected from your operational workflow, creating accounting headaches and making it difficult to maintain accurate financial records. To address this challenge, we've built a complete Bills management system that seamlessly integrates with our existing Purchase Orders module and your accounting software.

Now you can track vendor invoices from receipt to payment, maintain clear visibility into your accounts payable, and ensure timely payments—all within your Roopairs workflow.

Comprehensive Bill Tracking

• Bill Creation: Generate bills directly from stocked Purchase Orders with a single click, or create standalone bills for unexpected expenses

• Accounting Integration: Sync vendors and bills with QuickBooks Desktop automatically, maintaining perfect alignment between systems

• Financial Visibility: Track pending, outstanding, and overdue bills with intuitive status indicators and dashboard alerts

The redesigned financial workflow now forms a complete cycle—from Purchase Orders to Bills to payment—giving you unprecedented control over your accounts payable process.

Note: Bill accounting integration sync is currently only available for QuickBooks Desktop. QuickBooks Online support will be coming soon.

Dashboard Insights

• Work Status Block: Get an immediate overview of all pending, outstanding, and overdue bills right from your dashboard

• Urgent Actions: Receive intelligent alerts for overdue bills that require immediate attention

• Timeline Integration: Track bill activity alongside other important events in your unified timeline

Bills management is available to all Roopairs users regardless of plan type. Access it from the new Bills navigation item or directly from your stocked Purchase Orders.

We'd love your feedback on how Bills management is working for your team and what improvements would make it even more valuable.

Advanced Permissions Framework

When managing a growing team, the existing "Technician" and "Dispatcher" roles are quite rigid — limiting your team's ability to create workflows that match your real-world operations.

To solve this fundamental challenge, we've completely reimagined access control with our new permissions framework—transforming the legacy role-based system into a flexible, granular approach that gives you precise control over each user's capabilities.

Where you once had to choose between "all access" or "restricted access" across the whole Roopairs platform and all of its modules, you can now build custom permission sets that perfectly match your team structure and individual responsibilities.

Granular Access Control

• Module-Level Permissions: Configure access separately for ten distinct platform areas—from Clients to Equipment to Settings

• Action-Based Authorization: Define exactly what each user can do with List, Create, View, Edit, and Delete permissions for each module

• Access Levels: Choose between Full Access, Restricted Access (for partial capabilities), or No Access for each action within each module

• Special Controls: Apply contextual restrictions like job assignment limits or financial visibility controls to create the perfect permission balance

For example, say you have a "Senior Technician" who should be able to draft estimates on-site but can't finalize them, or a "Parts Manager" who has full access to inventory but limited access to financial data. Well... with our new permissions framework, you can finally configure these nuanced access patterns in Roopairs!

Advanced Permissions is being rolled out gradually to ensure quality and reliability. Contact your Roopairs account manager to customize permission sets tailored to your specific organizational needs.

Entitlements Management

Beyond user permissions, we've introduced company-wide entitlements that control which platform modules are available to your organization:

• Modular Platform Design: Enable just the modules you need—Base, Job Management, Billing, and Purchasing

• Plan-Based Configuration: Adjust available features based on your subscription

• Streamlined Interface: Users only see the tools and options available to your organization

• Business Growth Flexibility: Easily add capabilities as your business needs evolve

This entitlements framework is configured by the Roopairs team. Reach out to your account manager to set up the tailored experience that best fits your organization's needs.

Improvements

• Multi-Company Management: Switch between service companies using a new dropdown selector in the sidebar

• Job Search: Search for jobs by substatus name directly from the main search field

• Quickbooks Sync: Choose between hierarchical (Clients and Locations) or flat (Clients only) customer sync structures

• Authentication Controls: Restrict which login methods are available to users (password, OTP, SSO)

• Label Tooltips: See comprehensive information for all labels in a group with improved tooltips

• Job Series: Permanently enabled for all organizations, standardizing the experience

• UI Refinements: Swapped dashboard work status and actions columns for better visual hierarchy

• Global Search: Clearer feedback when no search results are found

• Legacy Calendar: Option to hide the legacy calendar in favor of the Timeline view in Jobs module

Fixes

• Job Management: Fixed job active substatus not clearing properly when changing status

• Price Overrides: Fixed overrides not applying to auto-generated service line items

• Draft Jobs: Fixed issue preventing preview of jobs in draft state

• Reporting: Fixed layout issues causing report content to display incorrectly

• Permission Logic: Fixed edge cases where users couldn't access features despite having permissions

Product Areas: Bills, Financial Management, Navigation, Accounting Integration, Dashboard, Purchase Orders, User Management, Security, Permissions, Authentication, Search, Job Management

We've enhanced client billing workflows and streamlined recurring job management with powerful new features that bring greater efficiency to your daily operations.

Client Payment Method Management

Managing client payments previously required repetitive card entry for every transaction. Our new payment method storage system lets you securely save and reuse client payment information.

Collect payment methods during onboarding or when gathering billing information, then access everything through a dedicated portal that eliminates redundant data entry.

Stored Payment Selection

• Card Identification: Select from stored cards showing card brand, last four digits, and expiration date

• Flexible Options: Add new payment methods on the spot when needed

• One-Click Charging: Process payments instantly using clients' preferred methods

Payment method storage is available on all plans with Stripe integration. Access it from the client details page via the "Payment Methods" button.

Enhanced Job Series Management

Tracking recurring work patterns previously scattered across individual job entries created unnecessary complexity. Our redesigned job series system brings all your recurring work into a consolidated view.

Job Series List View

We've added a dedicated list view that brings all your recurring job patterns together in one place, making series management intuitive and efficient.

• Comprehensive Overview: See all your job series across clients and locations

• Status Indicators: Track open job counts for each series at a glance

• Pattern Visualization: Easily understand complex recurrence like "Every 2 weeks on Monday, Wednesday, Friday"

• Smart Sorting: Organize series by service, client, location, or dates

Powerful Filtering

Finding specific series or related jobs is now effortless with enhanced filtering capabilities:

• Keyword Search: Quickly locate series by searching service names, locations, clients, or job IDs

• Status Tabs: Toggle between open and closed series with dedicated view options

• Direct Navigation: Click any series to instantly see all associated jobs

The Job Series feature is available on all plans. Access it from the new Job Series tab in the Jobs menu.

Product Areas: Clients, Payments, Invoices, Estimates, Jobs, Search/Sort/Filter