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Update Bulletin June 2026

We're excited to introduce new features and enhancements designed to improve user access, reporting capabilities, recurring contract visibility, and pricing management, along with a wide range of stability and usability improvements across the platform.

Written by Roxxane Spruyt

New Features

Password Reset & Change Password for Audit File Users

Audit File users can now manage their own passwords without requiring administrator assistance.

New functionality available for:

  • Techie Users

  • HACCP Users

Users can now:

  • Reset forgotten passwords

  • Change their passwords directly from their portal


Species Logging & Threshold Trend Reporting Enhancements

Species logging and trend reporting have been enhanced to provide better visibility into pest activity and risk levels.

Enhancements include:

  • Species-specific threshold monitoring

  • Improved trend graphs and reporting

  • Automatic risk indication based on configured thresholds

  • Better visibility of species activity over time


Recurring Contract Value Countdown

A new Recurring Contract Value Countdown feature has been introduced to provide greater visibility and automation for recurring contracts.

Contract Tracking

The system now displays:

  • Total revenue remaining on future scheduled jobs

  • Total revenue generated across all jobs linked to the recurring contract

  • Number of jobs remaining

  • Total number of jobs in the recurring cycle

This provides a clear overview of contract progress and remaining value at a glance.

Automatic Job Completion

A new recurring track setting allows organisations to automatically complete recurring jobs on a specified job date.

Automatic Invoicing

A new recurring track setting allows recurring jobs to automatically generate invoices on a specified job date.

These enhancements help automate recurring contract management, reduce manual administration, and improve visibility into contract performance.


Item Rates

Item Rates have been introduced to provide more flexible pricing control.

Features include:

  • Configure multiple rates per item

  • Improved pricing management

  • Greater flexibility when quoting and invoicing


Disabled Item - New Role Permission

Administrators can now assign a role that determines whether users can view disabled items within the platform.

Benefits

  • Hide disabled items from standard users to reduce clutter and prevent accidental selection

  • Allow authorised users to continue viewing and managing disabled items when required

  • Improve data visibility and user experience through role-based access control

Request Access

If you require access to view disabled items, please contact [email protected] to have this role assigned to your profile.


Fixes & Improvements

  • Fixed an issue where technicians could only view limited remarks on jobs in Techie View

  • Removed hygiene units from displaying on PRP Audit Files

  • Updated Audit File user SMS notifications to clearly include password information

  • Existing technicians now remain visible on job cards even if removed from a branch

  • Corrected wording displayed when a quote is rejected

  • Restored access to Asset Reports for users with the correct permissions

  • Corrected Multi Job Card Invoice generation when using date range filters

  • Fixed DocuFlow character encoding issues displaying "&" incorrectly

  • Prevented asset serial numbers from being edited during callout creation

  • New leads now correctly default category values where applicable

  • Added a new report for disabled units. The report is visible under Audit files, site overview reporting and Disabled units.

  • Part-payment invoices for non-Sage clients now automatically generate invoice numbers

  • Improved Sales "My Sales" call type functionality

  • Fixed part-payment updates affecting main line items incorrectly

  • Resolved pricing visibility issues when sending quotes and job cards without pricing

  • Fixed Proforma PDF generation displaying pricing when pricing was hidden

  • Restored Assets and Callouts Tabs on Techie View

  • Corrected duplicate records being created during batch completion

  • Improved Clear Stock and Start Over functionality

  • Corrected Customer Satisfaction Report date filtering

  • Fixed Stock Exceptions CSV date range filtering

  • Removed duplicate Create Batch buttons from Requisitions

  • Prevented disabled Audit File users from logging in

  • Schedule search now includes address names

  • Fixed VAT inclusion/exclusion changes affecting historical part payments

  • Corrected dashboard heading display for long branch names

  • Added duplicate PO number detection functionality


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