The Quote Value Report will show the Total Quote Value, Pending Value, Won Value, and Lost Value.

Added a Category column to the Quote Status categories, with the values Pending, Won, and Lost.

A Contract Details section has been added to display all contract jobs, with a link to view each job. Jobs in the current term will be marked as Current Term in yellow. A View Jobs button has also been added to display all contract jobs in the job list.

Jobs filter added option to filter with Contract ID

New Features Notification

A new lightbulb icon has been added to the top navigation bar. When a software update or new feature is released, the icon automatically glows amber with a green dot to let you know something new is available.

Simply click the icon to open the latest release notes in a new tab. Once clicked, the notification clears — just for your account. Other users will continue to see the notification until they view it themselves.

Task Board & Settings — Features

Sort Level

• All Columns (Board) — apply one sort order across every column
• Specific Column — override sort for individual columns independently; columns with an override are visually flagged

Sort Fields

• Manual Arrangement — drag and drop card ordering
• Date Created — when the task card was added
• Date Last Updated — most recently modified first
• Customer Name — alphabetical by customer
• Responsible Person — alphabetical by assigned user
• Follow-up Date — nearest upcoming follow-up first
• Quote Number (quote boards only) — newest quote number first
• Quote Date (quote boards only) — date the task or quote was raised

Sort Direction

• Ascending ↑ or Descending ↓ toggle per sort field

Actions

• Apply Sort — saves and reloads the board immediately
• Clear Override — removes the column-level override, falls back to board-level sort
• Cancel — closes without saving

SEPA Monthly Account Movement Summary — new report with First DD, Recurring, Re-presented, New Mandate and Failed rows plus drilldown drawer

Drill-down Drawer

• Slides in from the right on row click
• Kendo Grid showing individual accounts for that category
• Columns: AccountRef, Customer, Mandate ID, IBAN, amount
• Client-side search filter (AccountRef, Customer, Mandate ID, IBAN)

Chart

• Bar chart + Pie chart toggle
• Switch between Accounts view and Revenue view
• Animates on load

Exports

• Summary only (Excel)
• Single category detail (Excel)
• All categories — one sheet per category (Excel)
• Combined — Summary + 5 category sheets in one file (Excel)

Filters

• Month / Year selector
• Load button to refresh data

Invoice Due date transfer to Accounts software. Now the due date saved with the invoice will be transferred to Sage Accounts, Xero, and QuickBooks account integrations.

Recover failed Stripe payments: Now the system will automatically process Stripe card payments if the payment is successful from the customer’s end and not processed in the ezService software. This process will occur once every day when the first login happens. ( This can occur when the payer disregards our warning and exits the payment screen immediately, not allowing time for the payment to complete)