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This update contains a new report and some fixes for various issues.


Report Center

We added a new report called the “Lead Timeline Report” in response to Member requests. This report is similar to the Client Timeline Report—it just shows information on Leads.

Updates to Correct System Issues

Service Autopilot

  • We fixed an issue with the appearance of the site message banner.
  • In the Message Center, the unread message indicator was not working. This has been fixed.


  • We fixed an issue with prepayments not being applied to invoices correctly.
  • We fixed an issue with duplicate credits and checks on payments.
  • A few Members experienced account statements timing out. This has been fixed.


  • Sometimes, new clients were defaulting to using old estimates. The default is now set to new estimates.
  • We fixed an issue with the DMARC warning appearing on View My Proposal.

Legacy Reports

  • We fixed an issue with generating account statements from legacy reports.

Report Center

  • On the Job Costing report, jobs that were moved from “Completed” status back to “Pending” were not removed from the report. This has been corrected.


  • In some cases, employee names were not displaying correctly on timesheets. This has been fixed.

QuickBooks Online

  • We fixed various issues with payments syncing.
  • A “Throttle exceeded” error sometimes appeared. This has been corrected.
  • In some cases, imported data was not syncing with QuickBooks Online. This has been fixed.

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