Copy Work Order Functionality

• We’ve introduced the ability to copy an existing Work Order to quickly create a new one with the same core details.

• This enhancement is designed for situations where scope changes mid-job or when similar work orders need to be created with consistent descriptions, NTEs, and other baseline fields.

• What’s New:

  • A Copy icon has been added to the Work Order Overview screen, next to the ReDispatch option.

  • Users with Work Order Create permissions can copy an existing work order.

  • When selected, a confirmation modal will appear informing the user that:

    • All core details (except dates) will be copied.

    • Assignments, visits, invoices, proposals, quotes, and other associated records will not be copied.

    • Dates will reset to the copy date.

    • ETAs will adjust based on the new date.

Photo Upload Progress + Success States in FexaAI

• We improved the photo attachment experience in FexaAI so users can clearly tell when an image is uploading and when it’s finished.

• What’s New:

  • Upload In Progress

  • As soon as a user selects a photo, the chat shows the photo thumbnail in an uploading state

  • A spinner / progress indicator is displayed on the thumbnail (using existing loading visuals)

• Upload Success

  • Once the upload completes, the spinner/progress indicator is replaced with a photo preview

  • The thumbnail stays visible in the chat

  • The user can continue the conversation without interruption (no blocking state)

Photo Preview Available from Thumbnail in FexaAI

• Added the ability to view a larger preview of an uploaded photo in FexaAI.

• When a user clicks on a photo thumbnail in the chat, a full preview of the image is displayed.

• Allows users to verify the correct image was uploaded.

Typewriter Effect for Chat Responses

• Added a typewriter-style message display in the chat experience to make responses feel more digestible.

• Responses now appear progressively instead of rendering all at once.

• Reduces the “wall of text” effect and helps messages feel less overwhelming.

• Improves readability during longer or more detailed chat responses.

• No change to the underlying response content—only how it’s presented.

Classic Work Order Creation Hidden When FexaAI is Enabled

• To streamline the user experience and reinforce FexaAI adoption, we’ve updated how Classic Work Order creation appears for AI-enabled users.

• What’s Changed:

• If a user:

  • Has FexaAI enabled, and

  • Has permission to create AI Work Orders

• The Classic Work Order creation option will be hidden from:

  • The Global + menu

  • The Work Orders > + button menu

• This ensures users launch work orders through FexaAI by default, reducing confusion between experiences.

• Important:The only location where a user can switch back to Classic (if allowed) is from within the AI Work Order screen.

IVR ID Not Recognized for Check-In

• Fixed an issue where technicians were unable to check in via IVR due to the system not recognizing valid IVR IDs.

• The IVR prompt incorrectly stated the IVR ID was invalid and disconnected the call.

• Issue was reported across multiple sites.

• Identified a pattern where impacted IVR IDs began with a leading “0”.

• Technicians were forced to use web or mobile as a temporary workaround.

• IVR now properly recognizes valid IVR IDs, including those beginning with “0”.

• Restores expected IVR check-in functionality for affected sites.

File Upload Failing on Invoices and Quotes

• Fixed an issue where users with proper permissions were unable to upload files to Invoices and Quotes.

• No error appeared in the UI after selecting a file and clicking upload.

• The browser Network tab returned an authorization error, despite correct permissions.

• File uploads to Work Orders were functioning as expected.

• Issue was blocking work for impacted users.

• Upload functionality has been restored for Invoices and Quotes.

• Users with appropriate document and invoice/quote permissions can now successfully upload files.

• Success behavior is now consistent across Work Orders, Invoices, and Quotes.

This resolves a backend authorization issue affecting multiple sites.

Document Upload Failing in Vendors, Clients, and Projects

• Fixed an issue where users were unable to upload documents in the Vendors, Clients, and Projects modules.

• After selecting a file and clicking OK, no action occurred in the UI.

• No success or error message was displayed.

• The Network response returned:
  {"message":"You are not authorized to access this page."}

• Root cause was a backend authorization issue preventing file uploads.

• Documents now upload successfully.

• A success message is displayed upon upload.

• Uploaded files properly appear in the Files list.

IVR Check-In/Check-Out Fails After Replaying Prompt

• Fixed an issue where the IVR lost the assignment ID if a user pressed a key other than 1 or 2 during the check-in/check-out prompt.

• Previously, if a user pressed another key (e.g., 0) to replay the prompt and then selected 1 or 2, the system failed to recognize the assignment ID.

• This resulted in a Twilio error and prevented users from successfully checking in or checking out.

• The IVR now properly retains the assignment ID when replaying the prompt.

• Users can safely press another key to hear the prompt again without interrupting the check-in or check-out process.

• Ensures a smoother and more reliable IVR experience across all clients.

Asset Custom Field Updates via Import Causing Duplicate Asset IDs in Reports

• Fixed an issue where updating an Asset Custom Field via Asset V2 Import did not properly reflect on the Asset record.

• Multiple successful imports for the same Asset ID could cause duplicate rows to appear in Asset reports.

• Each duplicate row displayed previously imported Custom Field values.

• Asset records now correctly reflect the most recently imported Custom Field value.

• Reports now return one row per Asset ID with the accurate, current Custom Field value.

• Ensures consistency between Imports, Asset records, and Reporting.

Store Manager Organization Correctly Aligns to Facility Client

• We fixed an issue where Store Managers created from the Main User List were always assigned to the site owning client’s organization — even when the selected facility belonged to a different client.

• What’s Fixed:

  • If a Store Manager is created and assigned to a facility tied to a different client, the user will now be associated with the facility’s client organization.

  • Work orders created by that user will reflect the correct client.

• Note:

  • If multiple facilities across different clients are selected, the user will default to the site owning client.

  • Region and District Manager creation is not impacted.

Inactive Users No Longer Receive Store Manager Default Email Address Communications

• We’ve resolved an issue where inactive users were still receiving communications when a rule was configured to send notifications to Store Managers' Default Addresses.

• Issue:
  If a communication rule included Store Managers' Default Addresses as a recipient, inactive users associated with that store could still receive email notifications.

• Expected Behavior (Now Implemented):
  When a user is marked as inactive in Fexa, they will no longer receive communications triggered by communication rules — unless:

  • Their email is explicitly added to a communication rule, or

  • They are included in a previous note thread.

• What’s Changed:

  • Communication rule logic now validates user status before sending.

  • Inactive users tied to Store Manager Default Address relationships are excluded from future notifications.

  • No manual removal of contact emails is required.

  • This update ensures communication rules respect user activation status and prevents unintended notifications to deactivated users.

Queue Chat Actions Until WebSocket Connection Is Ready

• Fixed an issue where users could send a message or attempt to attach a file before the WebSocket connection was fully established.

• In rare cases, this caused the chat interface to hang or behave unexpectedly.

• Text messages sent before the connection is ready are now queued and automatically sent once the WebSocket connection is established.

• File attachments initiated before the connection is ready are now queued and upload automatically once the connection is established.

• Prevents early chat actions from disrupting the user experience.

• Ensures a smoother and more reliable chat startup experience.