🛠 Enhancements

CMMS

Asset pickers on invoices, expenses, purchase orders and PM programs capped at 500 assets, so at a facility with more than that, anything past the alphabetical 500th was unreachable and typeahead only searched what had already loaded.

• What's Changed:

  • Asset pickers on invoice, expense and purchase order line items, PM program facilities, and the invoice template and default assignment admin screens now page through the full asset list

  • Typeahead searches the full list on the server rather than only the loaded page

  • Previously selected assets still display correctly when reopening a record

Multiple customers reported facility drop-down taking ten seconds or more to open. The picker was loading hundreds of fields per row when it only needed the facility name, and recounting the full list on every scroll.

• What's Changed:

  • Facility pickers now load a slim list built for the picker, cutting page payloads from roughly 120-240 KB to 2-8 KB

  • The full-list count runs once when the picker opens instead of on every scroll page

  • Typeahead and deep scrolling behave as before

  • This release covers facility pickers; other picker types follow in later phases

Customers running multiple vendor assignments on one work order could not route invoices to the right accounting export file, because Assignment Class was not available to reference in export filters or workflow definitions.

• What's Changed:

  • Assignment Class is exposed for use in export definitions and workflow definitions on both Vendor Invoices and Vendor Invoice Line Items

FexaAI

The Work Order Agent only picked up standard work order custom fields, so store manager users were asked for a different set of fields than they would see on the standard form. Sites worked around it by creating duplicate custom field records.

• What's Changed:

  • The Work Order Agent now applies the same role-type mapping as the standard work order form, so the fields match what each role sees

  • Sites set up with duplicate custom field records as a workaround can have those removed

The Work Order Agent supported image and uploads as the initial message to the agent, but this capability was not always easily understood.

• What's Changed:

  • The Work Order Agent now displays a toggle for “text” or “photo” mode as the work order prompt entry point. Text remains the default mode.

🐛 Bug Fixes

Subcontractor quotes were slow to load for accounts with a large quote history, because currency conversion lookups were being evaluated across the full exchange rate history on every quote.

• What's Fixed:

  • Currency conversion on subcontractor quotes now looks up only the rate it needs, cutting query time on large data sets

Opening a user showed their Permission Group correctly, but cancelling and opening a different user left the Permission Group field empty, so admins could not tell which group that user was in without reloading the screen.

• What's Fixed:

  • The Permission Group field populates correctly every time a user is opened, not just on the first open

Applying the ‘Created by AI’ filter on the work orders grid did not filter out work orders that were not created through the Work Order Agent.

• What's Fixed:

  • The ‘Created by AI’ filter now correctly filters out non-AI assisted work orders and only shows those created using the Work Order Agent.