Help Center
Dev Release
| Release Date | Module Name | Description |
|---|---|---|
| 2/20/2026 | Paid Statuses Update | A new “Write Off” status has been added wherever Invoices and Consolidated Invoices are displayed. - When an Invoice or Consolidated Invoice is written off, its Paid Status is updated to “Written Off.” - A Paid Status column has been added to all Invoice and Consolidated Invoice lists for better visibility. |
| 2/13/2026 | Consolidated Invoices | A Balance Due field has been added to consolidated invoices. This value shows the remaining amount that needs to be paid for the specific consolidated invoice. |
| 2/13/2026 | ACH Payments Update | Previously, when an ACH charge failed, the ACH payment method was automatically removed. This behavior is now optional. A new setting has been added to the Payment Settings page, allowing users to enable or disable the automatic removal (cleanup) of ACH payment methods after a failed charge. This provides greater control over payment handling preferences. |
| 2/13/2026 | Systems Update | Users can now add or delete systems directly from the Deal page. If a system is linked to existing entities (such as a Work Order, Subscription, Task, or Purchase Order), a warning message will appear: “This system has associated records. Deleting this system will remove it from those associations.” This ensures users are aware of related records before proceeding. |
| 2/11/2026 | Vendor Logic Update | What’s new: - Vendors can now be assigned as billing information on related Site invoices and estimates. - The system remembers previously used Relationships, allowing them to be reused for other Vendors. - Vendors are now visible on Contact and Company pages, pulled from related Sites. - Includes updated design and usability improvements. - This enhancement improves vendor management and billing flexibility across the platform. |
| 2/11/2026 | Company Entity Update | Users can now attach or detach a company from a Service Call, Subscription, or one-time Estimate/Invoice, providing greater flexibility in managing records. |
| 2/11/2026 | General Ledger Report Update | The General Ledger report has been enhanced to improve tax reporting accuracy. Previously, taxes were included within income totals grouped by Sales Accounts. Now, taxes are displayed as a separate block and are excluded from other income calculations when enabled. This behavior is configurable using the “Collect taxes to separate account” option. |
| 2/3/2026 | New System Type: VoIP | A new system type, VoIP, has been added. It functions similarly to the existing Networking system type. |
| 2/3/2026 | OpenAI for Deal Creation (Scope of Work) | WorkHorse now supports custom prompts for Scope of Work generation during Deal creation. Users can set: - System-specific prompts - A general default prompt A new settings modal (Scope of Work Prompt Preferences) has also been added to manage these prompts. |
| 1/30/2026 | Create PO Modal Update | Users can now adjust the Unit Price when creating a Purchase Order. |
| 1/23/2026 | Purchase Order PDF | Users can now show or hide product prices on the Purchase Order PDF. |
| 1/23/2026 | Product Pricing | Users can now enter product prices starting with a decimal (e.g., .5 instead of 0.5) with the same result. |
| 1/20/2026 | Bulk Update: Days in Advance | Users can now mass update subscriptions with a specific Days in Advance value. This update supports: - Updating all subscriptions - Updating only subscriptions currently set to a specific Days in Advance value -Updating only subscriptions with Auto Draft (or only without) - Updating only subscriptions with Delivery Method = Mail |
| 1/20/2026 | Subscriptions Page | Several improvements have been made to the Subscriptions page: - Fixed an issue where the Terms field was showing as blank for some ECI subscriptions. - Added a new Product Name column to the Excel export, so exported files include the product name. - Fixed an issue where updating a subscription would reset filters—filters now remain applied after edits. |
| 1/20/2026 | Sites | Site dropdowns now display an additional line to show Address 2, so users can see both Address 1 and Address 2 when selecting a site. |
| 1/20/2026 | Dispatch Calendar | A new “Only Technicians” checkbox has been added (enabled by default). When turned off, the calendar shows all users, and the setting is saved in the browser so it stays the same after refresh. |
| 1/20/2026 | Delete Invoice Button | Users can now delete an invoice, but only when the invoice is Open and has no transactions. When an invoice is deleted: - It is removed from any consolidated invoice it was included in - It is detached from the Estimate, if it was previously linked Permissions: Only users with the roles Admin, Super Admin, or Accounting can delete invoices. For all other users, the button is hidden. |
| 1/8/2026 | CS Imports | The CS Imports process has been improved with better visibility and control: - A new CS Dealer Number column is now displayed for imported accounts - An Office selection dropdown allows all imported customers and deals to be linked to a chosen office - Imports can be limited to accounts matching the selected CS Dealer Number |
| 1/8/2026 | Imports | Imports have been expanded beyond customers. WorkHorse now supports subscription imports in addition to customer imports. The new Import option is available only to WorkHorse Admins, ensuring controlled and secure data management. |
| 12/17/2025 | Payments | Clients can now edit the deposit date on Payments, allowing for more accurate and flexible payment records. |
| 12/15/2025 | Purchase Orders | Site and Deal System information has been added to Purchase Orders, providing clearer context and easier tracking. |
| 12/10/2025 | Offices Update | If a dealer has only one office, all office-related fields and options are now hidden to simplify the interface and reduce unnecessary clutter. |
| 12/08/2025 | Companies List | A new Tax Exempt column has been added to the Companies list, making it easier to identify tax-exempt companies at a glance. |
| 12/08/2025 | Imports | Import validation has been added to improve data accuracy. If an issue is detected, a downloadable file is provided with an “issue” field highlighting the problem. If no issues are found, the import process starts automatically. This update helps identify errors early and ensures smoother imports. |
| 12/03/2025 | Scheduler & Roles | Tech Managers can now be scheduled for Service Calls the same way as regular technicians. |
| 12/03/2025 | Invoice Page | A Print button has been added to the Invoice header. It mirrors the existing Print action available inside the PDF viewer. |
| 12/03/2025 | Purchase orders | A Price column has been added to the Purchase Orders list, making it easier to review costs at a glance. |
| 12/03/2025 | Product Packages | Users can now group products into packages and select them anywhere products are chosen (Work Orders, Subscriptions, Deals, etc.). Selecting a package auto-adds all included products. An internal note (not visible to customers) also indicates when a package was used. |
| 11/20/2025 | Offices Update | A new Central Station Site Group has been added to the Offices section. This addition improves organization and management of sites within each office, helping users group and access related sites more efficiently. |
| 11/4/2025 | OKTA Authorization Integration | WorkHorse now supports login via OKTA, a cloud-based Identity and Access Management (IAM) platform. OKTA helps organizations securely manage access to applications, devices, and data for users, employees, and partners. It provides advanced security features such as Single Sign-On (SSO) and Multi-Factor Authentication (MFA) to simplify access while protecting against unauthorized logins. This integration enhances both security and convenience for users accessing the WorkHorse platform. |
| 11/4/2025 | Deleted Entities | A new System column has been added to the Subscriptions table. This addition provides clearer visibility into which system each subscription is associated with, improving organization and reporting. |
| 11/4/2025 | Deleted Entities | The Deleted Entities page now supports restoring deleted Deals in addition to other entity types. This enhancement allows users to easily recover Deals that were removed by mistake, ensuring important information can be restored quickly and securely. |
| 11/4/2025 | Payment Notes | Users can now edit payment notes directly within the platform. This update provides greater flexibility to update or correct payment information as needed. |
| 11/4/2025 | E-Agreements List | The E-Agreements list has been improved with new sorting, searching, and filtering options for easier navigation and management. Added sort by Date and sort by Sender options. Added search by Sender functionality. Added a date filter to narrow down agreements by specific time periods. These updates make it faster to find and organize electronic agreements. |
| 10/17/2025 | Notes Editor | All Notes across the WorkHorse platform now include an editor, allowing users to easily create and update notes directly on the website. This makes note-taking simpler and more consistent throughout the system. |
| 10/17/2025 | Ability to Change System on Subscription, Service Call, or Task | Previously, once a system was selected for a Subscription, Service Call, or Task, it could not be changed. Now, users have the ability to change the system even after the Subscription, Service Call, or Task has been created.>br> Note: The new system must be linked through a Deal to the already selected Site. This update provides greater flexibility when managing service-related records and ensures system information stays accurate and up to date. |
| 10/17/2025 | Logo Size Optimization | WorkHorse now automatically compresses images for logos and products. This ensures faster loading times and consistent display quality — so users no longer need to manually resize or optimize their images. |
| 10/17/2025 | Filter for Tasks List | A new “Filter by Users” option has been added to the Tasks list. This allows users to easily view tasks assigned to specific team members, improving task management and visibility across the workspace. |
| 10/17/2025 | Custom Cover Images | WorkHorse now allows users to customize cover images with greater flexibility. • Users can select a cover image for each deal type (Commercial or Residential). • A specific cover image can also be assigned to each system. If multiple systems are attached, the image for the first attached system will be displayed. • Additionally, users can now set a custom cover image for any specific estimate directly on the Estimate page. Path: Settings → Estimate → System-Specific Cover Images |
| 10/17/2025 | OpenAI Integration | WorkHorse now includes OpenAI ChatGPT integration, allowing users to automatically generate a Scope of Work directly within the platform. Additionally, voice typing has been introduced, making it easier and faster to create or edit content hands-free. |
| 10/14/2025 | Download Invoice for Print Report | A new report has been added that allows dealers to download merged or consolidated invoices marked for self-mailing. Users can select a specific date and download the invoices directly from the report page. This feature streamlines invoice management and makes bulk printing faster and easier. |
| 10/14/2025 | Offices Update | An Office filter has been added to several reports, allowing users to view data by specific office locations. The new filter is now available in the following reports: • Success Report • Master Customer Report • Cancellation Report • Register Report |
| 10/14/2025 | Aging Report Update | The Aging report has been improved for better performance and easier maintenance. In addition to updates in task items, the report’s core business logic has been moved from the frontend to the backend. This change ensures smoother functionality and makes future enhancements simpler and more reliable. |
| 10/08/2025 | Outlook Integration | In addition to Google Calendar, WorkHorse now integrates with Microsoft Outlook Calendar. Users can sync all events — including new events, updates, and deletions — directly with Outlook. |
| 10/08/2025 | Entity Creation Update | When creating an entity (Deal, Subscription, etc.) and selecting a company, the system now automatically populates the associated Contact, Site, and System fields. |
| 9/24/2025 | Transfer Order and Purchase Order PDFs | “Notes” have been added to both Transfer Order and Purchase Order PDF files for clearer documentation. |
| 9/24/2025 | Dashboard Update | The Dashboard now displays only open Tasks and open Work Orders, providing a clearer view of active items. |
| 9/24/2025 | Subscriptions List | The Subscriptions list now shows the Monthly Fee for each subscription, making it easier to track costs at a glance. |
| 9/24/2025 | Deal Page Update | The Deal page now allows a company to be attached even after a deal is created with only a contact and a site. A new Attach Company button opens a modal where the company can be searched and attached. The first company linked to the site is preselected, but any company can be chosen. |
| 9/18 /2025 | Deleted Entities Page | Added an Invoices column to the Deleted Entities page for improved tracking. |
| 9/18 /2025 | Invoice Report Update | We’ve improved the Invoice report by adding key site details. Now each report will clearly display: Site Name Site Number |
| 9/18 /2025 | Invoice Page Update | Added a “Terms and Conditions” button to the Invoice page, implementing the same logic used on the Estimate page. |
| 9/5/2025 | Late Fee Handling Update | Fees are now displayed more clearly. Late Fees (and other fees in the system) will appear under the first available system, ensuring better organization. Before, when a client added a fee to a deal invoice, it wasn’t linked to any system. |
| 9/5/2025 | New Fields in Master Customer Report | We’ve enhanced the Master Customer Report by adding three new fields: Site Address, Site Tax, and Lead Source. These additions give you better visibility into customer locations, related tax information, and the origins of your leads. |
| 8/29/2025 | Invoice & Estimate Updates | Invoices and estimates now include clear Billing Address and Service Address labels. In addition, consolidated invoices display the actual service address to ensure accurate client and service location details. |
| 8/29/2025 | New: Available Credit Section in Statements | Clients can now see their Available Credit directly on Statements, displayed under Balance Due. This reflects the total of all unused credit memo payment methods. You can turn this feature on or off in Settings → Statements. |
| 8/29/2025 | Enhancement: Work Orders Table | The Work Orders table now includes a ‘Created At’ column for better tracking. |
| 8/29/2025 | Deals page | The platform now supports deal searches by site name. |
| 8/12/2025 | Invoice Register Report | A new Invoice Register Report has been added. This report displays all invoices within the selected period (based on their invoice date), along with any credit memos applied to those invoices. Available Information: - Invoice / Credit Memo Date - Invoice / Credit Memo Number - Invoice / Credit Memo Amount - Credit Memo Reason - Customer # - Customer Name - Revenue Type |
| 8/12/2025 | Success Payments Report | A new Success Payments Report has been added to help track completed customer payments. Available Information: - Customer Number - Customer Name - Success Date |
| 8/12/2025 | Credit Memo Balance – Manual Adjustment | Previously, clients could create a credit memo either by: - Making an overpayment using a check. - Creating a credit memo directly. What’s New: - You can now manually modify the credit memo balance. Path: Contact/Company Page → Accounting Tab → Payment Methods |
| 8/12/2025 | Time & Attendance Enhancements | This update adds new capabilities to the Time & Attendance (T&A) module: 1. Punch Map in Payroll Page – View punches directly on the punch map from the T&A user payroll page. The new button is located above the punch table on the right. 2. Punch Map in Overview Page – View punches on the punch map from the T&A user overview page. The button is also above the punch table on the right. 3. Workers List – View all active T&A users under Time & Attendance → Workers in the left-side menu. |
| 8/12/2025 | Standard Security Data Import | Data Import Complete – Standard Security (410 Customers) |
| 8/12/2025 | Customer Master Report | Added a new Customer Master Report that provides a complete view of customer and site details. Available Fields: - Customer Number - Customer Name - Site Number - Site Name - Site State - RMR Start Date - RMR - Contract Status |
| 8/5/2025 | Shift4 Merchant Report Redirect | If a dealer is using Shift4 as their merchant service provider and wishes to access their merchant reports, they will be automatically redirected to the following page: https://lh.shift4.com |
| 7/25/2025 | Past Due Balance Display for Consolidated Invoices Added | New Past Due Fields Added to Consolidated Invoices Two new lines have been introduced for Consolidated Invoices: Invoice Past Due – Displays the total past due amount for the invoices included in the consolidated invoice. Total Past Due – Shows the overall past due balance for all invoices associated with the Contact or Company. |
| 7/25/2025 | New Roles Introduced: Limited Technician and Advanced Technician | We introduced a new role called Advanced Technician, and renamed the existing Technician role to Limited Technician. Key Changes: 1. Technician role has been renamed to Limited Technician. 2. Advanced Technicians have expanded access—they can view all Invoices and all sections under the Accounting tab, unlike Limited Technicians. |
| 7/24/2025 | “Send Notifications Only for Individual Invoices” Setting Added to Mail and WH Mail Configurations | Previously, the Email Individual Invoices setting on Contact and Company pages ensured that users did not receive consolidated invoices via email. Now, this setting has been renamed to Send Notifications Only for Individual Invoices and expanded to apply not only to Emails but also to Mail and WH Mail delivery methods. |
| 7/23/2025 | Optimized Consolidated Invoice Logic – Module Update | Updated the logic that processes batch payments and generates consolidated invoices, as part of a broader refactor of the Subscription Daily Run Process to improve performance and reliability. |
| 7/18/2025 | Module Update: Recurring Event Task Enhancements | The Site and Contact fields are now optional for recurring event tasks. This allows users to create a recurring task without attaching a Contact, Company, or Site—the system will allow it without any restrictions. |
| 7/17/2025 | New Module: CSR Role Notifications | This release introduces automated notifications for all CSRs (Customer Service Representatives) associated with a client's account when an e-agreement is fully completed (i.e., all required parties have signed). Once the e-agreement is completed: • Each CSR will receive an SMS and email notification, • Notifications are sent based on the individual CSR’s preferences set in their profile settings. |
| 7/10/2025 | Tech Role Access Restrictions Updated | -Technicians, Customer Service staff, Tech Managers, and Sales personnel do not have access to view or modify their own HR profiles. Additionally, they are restricted from viewing or editing anyone else’s HR information. - Individuals assigned the Technician role are not permitted to view product cost information or modify product costs or resale prices. The only exception is when performing a circle call or processing a sale, where limited access may apply for operational purposes. - Technicians are not authorized to create new warehouse entries within the system. - Technicians are allowed to view warehouses associated with their role. However, they do not have permissions to manually edit warehouse information. |
| 7/9/2025 | Shift4 Integration: Logs and Validation Checks Added | Added enhanced client event logs in the database, capturing who was involved, when, where, and how each event occurred. |
| 7/9/2025 | Additional Logs Added for Central/Alarm Actions | Added detailed logs for Central/Alarm actions in the database, capturing who was involved, when, where, and how each event occurred. |
| 6/30/2025 | Mail Notification Option Added for AutoStatements | Previously, autostatements offered two notification options—Email and WH Mail (USPS); now, there are three: Email, WH Mail (USPS), and Mail (sending data to the dealer’s email for manual printing and mailing). |
| 6/26/2025 | Drag & Drop Reordering Added for Service Call Products | Added Drag & Drop functionality to Service Call products. Ask ChatGPT |
| 6/19/2025 | Invoice Type Filter Added to Aging Report | Added "All Invoices Types" filter for aging report. |
| 6/18/2025 | Credit Memo Auto-Application Setting Added | When a client overpays an invoice via check or cash, a credit memo is automatically created. Now, there is an invoice setting that automatically applies credit memos to subscription invoices (Location: Settings → Invoice → Bottom of the page). |
| 6/18/2025 | "Reply-To" Email Address Setting Added | Previously, Email Notification settings for Invoices and Estimates controlled the Reply-To address but did not allow using the sender's email; now, a new setting lets the Reply-To field automatically use the email address of the user who manually sent the invoice or estimate. |
| 6/18/2025 | "Email to Customers" Button Removed | The "Email to Customers" and "Email Selected" buttons previously functioned the same, so we removed "Email to Customers." This release also resolves an issue where unnecessary invoices were being emailed. |
| 6/17/2025 | Invoice Recalculate Button Added | Previously, clients could modify invoice details but couldn’t instantly recalculate them. Now, a refresh icon has been added to invoices, allowing immediate recalculation. |
| 6/17/2025 | Service Call Types Feature Added | This update adds Labels to Service Calls, allowing dealers to select from predefined options or create their own custom labels. |
| 6/16/2025 | Dispatch Map Updates: Service Call Form and Event View Enhancements | Previously on the Dispatch Map: * In Service Call Form, 'Taxable' was unticked by default. * View Event showed no information about Contact/Company. * View Event showed no information about City/State. Now: * In Service Call Form, 'Taxable' is ticked by default. * View Event displays Contact and Company information. * View Event displays City and State information. |
| 6/10/2025 | "Total Due" Statement Type Added | This update adds a new "Total Due" statement type, optimizes statement logic on both backend and frontend, introduces a dropdown for selecting statement types with explanations, and hides the period range when "Total Due" or "Past Due" types are selected. |
| 6/6/2025 | Customer Email Options Enhanced | Added the ability to send Invoices and Estimates to all email addresses linked to a customer when multiple emails are available. |
| 6/3/2025 | Service Call Renamed to Work Order | Renamed Service Call to Work Order, added a customizable Type field (saved in a dropdown) on the Create WO page, and included the Type field on Contact, Company, Site, Deal, System, and Work Order pages. |
| 6/2/2025 | Statement Page Enhancements Added | Added Contact, Company, and Site information blocks to the Statement page. |
| 5/31/2025 | Attachment Deletion Functionality Added | Added a delete confirmation prompt for attachment removal. |
| 5/27/2025 | Self-Payment Page Enabled for Customers | Previously, clients could pay regular invoices by entering a reference number on the WorkHorse Alarms Systems CRM page, but consolidated invoices were not supported; now, the system detects consolidated invoices and redirects clients to the Pay Consolidated Invoice page to complete payment. |
| 5/27/2025 | Notes Section Added to Service Calls and Deal Estimates | Added the ability to delete notes on the Estimate page. |
| 5/26/2025 | Rich Text Editor Added to Service Call Reason Field | Added the same text editor from Invoice Notes to the Service Call Reasons block, and also to the Service Call creation reason field. |
| 5/26/2025 | New Payment Merchant Settings Added | **New Feature:** Clients can now select which merchant to use for each invoice type by attaching specific categories—such as Subscriptions, Service Calls, Deals, or Invisible Deals—to any available merchant. |
| 5/26/2025 | Invoice Date Column Added to Invoices Table | Added an **Invoice Date** column to the Invoices table. |
| 5/13/2025 | Non-Taxable Invoice Filter Added to Invoices Report | Added logic to include only Non-Taxable Invoices in the Invoices Report. |
| 5/12/2025 | Product Search Added to Subscriptions Page | Added a new "Open Products Filter" button, allowing subscriptions to be filtered by products. |
| 5/9/2025 | Time and Attendance Feature Added | **Brand New Feature: Time and Attendance** This feature enables dealers to generate payrolls based on employees' recorded work hours. When a user clicks **"Clock In,"** a green icon appears on the map showing their location at that moment. When they click **"Clock Out,"** a red icon marks their clock-out location. |
| 4/28/2025 | Shift4 Merchant Integration Enabled | * Added new credit card payment method creation. * Introduced a new payment process through the customer portal. |
| 4/23/2025 | Increased Attachment File Size Limit | Increased the maximum file size for attachments to 10 MB. |
| 4/23/2025 | Inline notes | Added inline notes functionality on Contacts, Companies, and Sites pages. |
| 4/22/2025 | Contact/Company creation, address field | Added the ability to manually enter and save an address if it is not found using Google Autocomplete. |