You can now create ad-hoc checklists directly from an asset’s details page, automatically linking the checklist to that specific asset. This makes it easy to perform one-off inspections, spot checks, or unexpected maintenance tasks while ensuring all checklist records stay accurately tied to the correct asset for better tracking and history.

Request PDFs can now automatically include the Schedule of Rates (SOR) table, giving a clear breakdown of approved items, quantities, and costs directly in the document. This improves transparency for vendors and stakeholders, reduces manual attachments, and ensures all commercial details are captured consistently in a single, shareable PDF.

The Portfolio Portal now supports creating and deleting accounts directly within the platform. This gives administrators greater control over account management, making it easier to onboard new portfolios, remove inactive ones, and keep access clean and up to date.

A new Save as Draft filter is now available for Checklists. This makes it easy to quickly find and manage checklists that are still in progress, helping teams resume work faster, stay organized, and avoid overlooking unfinished tasks.

You can now hide checklist formulas in Custom PDF outputs. This keeps generated PDFs clean and easy to read by showing only final results, not the underlying calculations. It’s ideal for client-facing reports and compliance documents where clarity and professionalism matter most.

Requests can now include a direct link to the associated Asset field. This makes it easier for users and responders to quickly access asset details from a request, improving visibility, context, and efficiency when managing maintenance and service tasks.

You can now import Requests with their corresponding statuses instead of defaulting everything to a single state. This allows teams to migrate or bulk-create Requests while preserving their actual progress, ensuring more accurate workflows, reporting, and historical records right from the start.

Responders can now select the specific Part used directly within a checklist. This improvement enables more accurate tracking of parts consumption, links maintenance work to actual inventory used, and helps keep asset and inventory records up to date without extra steps.

Responders can now select a Meter directly when completing a checklist. This makes it easier to capture accurate meter readings, link checklist entries to the correct meter, and improve data consistency for monitoring, reporting, and audits.

The Default Request PDF now includes the Asset Description field. This provides clearer context about the associated asset directly in the PDF, making request details easier to understand, review, and share without needing to look up asset information separately.