July 8, 2026
Field org user management redesigned, plus warranty and intake updates
The Field org users and invites screens are redesigned, and manufacturer warranties now register even when a serial number arrives after install.
Redesigned Field org users and invites
The invite modal, user detail modal, and users table now use a clearer role picker, office-selection chips, and cleaner table columns. Inviting and managing field team members is more straightforward and less error-prone.
Stuck intakes now surface on Actions Needed
A new Needs review section on the Actions Needed page lists stuck product intakes with a count and a direct link into the fix flow. These items previously had no dedicated visibility on that page.
Warranties wait for a serial number
Manufacturer warranty creation now waits until the asset has a serial number and retries automatically when one arrives after install. Equipment installed without an immediately known serial no longer misses its manufacturer warranty record.
1 fix
Fixes
- HVAC matchup edits, including removed products, changed quantities, and warranty selections, now persist across a page refresh.