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Roopairs changelog

Roopairs Changelog | April 14, 2025

Roopairs Changelog | April 14, 2025

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