This week’s release focuses on making maintenance billing more transparent, insurance workflows more controllable, and scheduling more flexible for your internal maintenance teams.
On the maintenance side, you can now treat materials as true pass‑through costs: set a no‑markup policy so owner pricing automatically uses purchase price, attach receipts directly to material line items, and optionally share those receipts with owners on bills. We’ve also spent time polishing the new receipt uploader so buttons behave predictably, error states are clearer, and pricing respects your configuration.
For operations, Tenant‑suggested time windows are surfaced more reliably, and we’ve resolved a handful of annoying issues in work orders (including @mention errors) and reporting (statements and vendor payment reports).
Finally, insurance and identity verification flows have been tightened: you can better control when TLL coverage starts and how it’s billed, rely on automated daily activation of pending enrollments, resend Plaid identity verification emails when needed, and avoid ID reports getting stuck in pending. Behind the scenes, we’ve shipped database and infrastructure improvements to keep everything running more smoothly.
Enhancements
Maintenance materials, receipts, and billing
Materials at cost (no‑markup policy)
New setting to run internal maintenance with no markup on materials:
Settings → Maintenance → Internal Maintenance → Material Pricing Policy → "No Markup (Use Purchase Price)"
When enabled, ad‑hoc materials automatically use purchase price as the owner price, and “add missing price” flows are skipped.
Attach receipts directly to material line items
In internal work orders’ Labor/Materials tab, you can now:
Upload receipts and link them directly to each material via a dedicated Receipt column.
Create ad‑hoc materials from a receipt; the system drafts line items from the receipt and can match exact names to your price book.
Preview a receipt from the material line without hunting in Files.
Receipts are stored under WO → Files and linked to their line items.
Optionally share material receipts with owners
New account‑level control to automatically share material receipts on owner bills:
Settings → Owner → Auto-share Receipts (associated with Materials on work orders) On Bill
When enabled, receipts uploaded during the materials step are attached to the owner bill/packet; when disabled, they remain internal.
TLL Updates
Stronger TLL insurance controls
On the TLL Info Card of a lease, property managers can now:
Set a TLL certificate effective date that controls:
When the policy is enrolled via MSI.
When coverage starts.
Which month the PM is billed for the active policy (in arrears).
Use a “Start next month” shortcut for common billing/coverage timing.
Automated bulk TLL activation job
New daily job to activate pending insurance enrollments that are scheduled to start that day (or any that were previously missed), reducing manual follow‑up.
Clearer deactivation messaging for RVI TLL policies
For RVI TLL policies on the TLL modal, the pre‑click copy for Deactivate has been updated to clearly state:
Deactivation is effective immediately, and The current policy will expire at the end of the month, so managers know exactly what to expect.
Reporting and statements
Vendor Payments Report – Portfolio Assignee column
The Vendor Payments Report now supports the Portfolio Assignee field as a column, enabling:
Better commission tracking.
Filtering/analysis by who owns or manages a portfolio.
Identity verification and platform reliability
Resend Plaid identity verification
When Plaid identity verification has been skipped, a new Resend verification option on the banner (using a tertiary‑style button) lets you resend the Plaid verification email without leaving the workflow.
Database transaction improvements
Core MySQL transaction handling has been enhanced so internal services can use a dedicated core DB transaction helper, improving consistency and reliability for multi‑step operations.
Fixes
Maintenance & work orders
Tenant time suggestions now visible in IMT portal
When tenants suggest preferred times in the resident portal, those suggestions now correctly appear when scheduling work orders that are assigned to internal maintenance technicians (IMTs).
This fix is customer‑facing and ensures coordinators and IMTs can honor tenant preferences more reliably.
@mention popup errors in work order notes
Fixed a JavaScript error in work order notes/chat when using the @mention feature.
The mention popup now includes proper null checks before accessing internal arrays, eliminating
Cannot read properties of undefined (reading '0')errors observed by users.
Receipt uploader behavior and UX polish
Several issues discovered in QA rounds for the receipt uploader have been resolved:The Add button is disabled when there are no valid items to add, avoiding confusing no‑op clicks.
Previously errored or cleared receipts are no longer re‑added unexpectedly when reopening the flow.
The Refresh action in “no line items detected” cases has clearer behavior and messaging (retry behavior or guidance instead of predictable failure).
With No Markup (Use Purchase Price) enabled, Price for owner is auto‑filled with purchase price and no longer behaves like a required/empty field causing confusion.
The primary Add button maintains a consistent size and alignment across states for a smoother UI experience.
Identity verification
Decision View (DV) ID verification stuck in pending
Fixed an issue where ID reports run in the new decision view could remain in a pending state indefinitely, preventing users from seeing completed ID reports.
Reports now transition correctly out of pending once results are available.
Reporting & statements
Payee/Payer details on statements
Resolved a bug where the Payee/Payer line failed to appear under transaction details on statements, even when the relevant toggle was enabled.
With this fix, turning on the Payee/Payer option now reliably displays that information, enabling clearer statements for vendor payments and bills due.
