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