Changelog

Product updates, new features, and platform status.

May 2026

New

Document Refinements & Reliability

  • FIXED Documents: PDF footers no longer overlap on TREC documents.
  • FIXED Mobile App: False error messages no longer appear when the app starts.
  • FIXED Documents: Federal holidays now display correctly for all organizations.
  • FIXED Documents: Publishing documents with multi-check violations now shows structured errors.
  • FIXED Documents: Inspector comments no longer duplicate in document view.
  • IMPROVED Documents: The Refine feature now appears directly in the rich text editor toolbar.
New

Mobile App Improvements

  • IMPROVED Mobile App: Dialogs and keyboards now work better on mobile.
  • IMPROVED Mobile App: See all your template-created documents in the Files tab.
New

Faster Documents, Better Popovers

  • NEW Contacts: Control who is the primary client for a workspace.
  • NEW Contacts: Customize portal permissions and document visibility for each contact.
  • NEW Contacts: See when and how portal invites were sent.
  • NEW Messages: Outbound portal messages now respect contact messaging settings.
  • IMPROVED Documents: The document editor is much faster, especially with many elements.
  • IMPROVED Workspace: Workspace creation now correctly sets up contact side effects.
  • IMPROVED Contacts: Soft-delete now applies when unassigning contacts from a workspace.
  • FIXED UI: Popover menus no longer get cut off at the top of your screen.
  • FIXED UI: The Rich Text Field formatting toolbar no longer covers popover content.
  • FIXED Platform: Database integrity is improved for several service tables.
  • FIXED Consumer Portal: You can now preview the portal before inviting a contact.
New

Improved AI Refinements & Previews

  • IMPROVED Hivewell: Preview popovers now fit on screen, even on mobile devices.
  • IMPROVED Hivewell: Action buttons stay visible when refining long documents.
  • FIXED Hivewell: AI will no longer add signature blocks to your document text.
  • FIXED Platform: We removed a backend waitlist form that bots were misusing.
New

Prepare for Enhanced Agreements

  • NEW Agreements: Track agreement signing status with new request and signer details.
  • NEW Agreements: Get notified when a signature request is declined.
  • NEW Agreements: Securely share documents for signing without requiring user login.
New

Workspace, Documents, and Schedule Updates

  • NEW Workspaces: Define specific contacts and their visibility per service.
  • NEW Roles: New capabilities for roles automate document attachment and portal permissions.
  • NEW Consumer Portal: View your customer's portal experience directly from their Contacts panel.
  • NEW Messages: Use @-mentions in workspace threads to notify specific team members.
  • NEW Services: Service detail pages now show what a service produces and which workspaces use it.
  • NEW Documents: Files and Tasks tabs are now grouped by scope for clarity.
  • IMPROVED Onboarding: New owners are redirected to a "Getting Started" guide after onboarding.
  • IMPROVED Online Booking: Workspace naming templates and display name preferences are clearer.
  • IMPROVED Setup Guide: The setup guide accurately reflects team members and online booking status.
  • FIXED Document View: Documents now load reliably without unexpected errors.
  • FIXED Schedule: Map view no longer crashes when navigating away.
  • FIXED Work Orders: Confirm, Start Route, Start Work, and Mark Complete actions now work.
  • FIXED Workspaces: Creating a workspace now correctly honors service location requirements.
  • FIXED Payroll: The payroll calculator now logs warnings for silently dropped salary overrides.
New

New Document Features & Fixes

  • NEW Documents: Verify documents with a public verification link and QR code.
  • NEW Documents: Generate a Certificate of Authenticity for any document.
  • NEW Documents: See if your saved PDFs are up-to-date after document edits.
  • NEW Documents: Create custom PDF variants for specific needs.
  • IMPROVED Documents: The Findings Summary variant now creates a compact derivative.
  • FIXED TREC: Ensure PDF and Document View display compliant content.
  • FIXED Team Members: Delete team members directly from the list.
  • FIXED Finix Onboarding: EIN field now accepts only numeric input.
  • FIXED Contacts: Note rows on the timeline now show plain text.
  • FIXED Schedule: View details for an appointment opens directly.
New

Workspaces and Agreements Enhanced

  • FIXED Documents: No more false "Failed to update agreement" messages.
  • POLISH Documents: Agreement actions are now in a clean "More" menu.
  • POLISH Documents: The agreement content area now has more flexible height.
  • NEW Workspaces: Add, edit, or remove services from existing workspaces.
  • NEW Workspaces: Edit service modifier custom fields in workspaces.
  • NEW Workspaces: Select specific recipients when sending agreements and documents.
  • NEW Schedule: Easily make appointments recurring or schedule follow-ups.
  • NEW Schedule: Extend appointments across multiple days with ease.
New

Onboarding & Agreement Creation Fixed

  • FIXED Onboarding: Your "Upload company logo" task now marks complete instantly.
  • FIXED Documents: You can now create new agreements without errors.
New

Team Assignment & Draft Fixes

  • FIXED Tasks: Assign-to-All works correctly even if services have no qualification restrictions.
  • POLISH Tasks: The team-member selection circle now toggles assignments on and off.
  • FIXED Workspace Creator: Restoring drafts now ignores custom fields that no longer exist.
  • POLISH Workspace Creator: Error messages for invalid custom fields are now clearer.
New

Smoother Scheduling, Clearer Prices

  • FIXED Schedule: Creating new workspaces from drafts now works reliably.
  • FIXED Pricing: Service price changes in your catalog now apply to new appointments.
  • IMPROVED Pricing: Scheduled appointments keep their original price, preventing unexpected changes.
New

Payments, Schedule & Bug Fixes

  • NEW Consumer Portal: Manage AutoPay directly in your portal.
  • NEW Payments: Apply for ManageBee Payments with a clear onboarding guide.
  • NEW Payments: Update subscription payment methods more easily.
  • NEW Mobile App: Manage disputes, view payments, and access statements on mobile.
  • IMPROVED Schedule: "Clock In" is now "Start Work" with clear confirmation.
  • IMPROVED Emails: Payment and appointment email notifications are more detailed.
  • FIXED Settings: Usage breakdown no longer shows an error.
  • FIXED Billing: Add-on catalog is now accessible to all users.
  • FIXED Contacts: New contacts redirect to their detail page correctly.
  • FIXED Mobile App: Mobile avatar uploads now work reliably.
  • FIXED Notifications: Suppressed toast messages for specific data queries.
  • FIXED Work Orders: Custom line items display correctly.
  • POLISH Navigation: Settings now include a unified left-hand navigation.
New

Hivewell & Mobile App Improvements

  • NEW Hivewell: Chat now preserves rich text formatting in descriptions.
  • NEW Hivewell: See clear diffs in chat and approval flows.
  • NEW Hivewell: Chat offers clarifications instead of empty modification cards.
  • FIXED Mobile App: Cold start reliability is improved for native users.
  • FIXED Mobile App: Issues with TabErrorBoundary and media tabs on iOS are resolved.
  • FIXED Hivewell: Chat model settings are correctly configured for AI suggestions.
  • FIXED Hivewell: AI chat timeout budgets are increased for complex tasks.
  • FIXED Documents: Document sections preserve placement when created from templates.
  • FIXED Invoices: Multiple invoice display and validation issues are resolved.
  • FIXED Templates: Status labels are correctly imported and managed in templates.
  • FIXED Templates: New templates now default to an active status.
New

Enhanced Document Creation & Reliability

  • IMPROVED Documents: Create sections with confidence using improved placement rules.
  • IMPROVED Documents: PDF reports now perfectly match the official REI 7-6 form.
  • IMPROVED Documents: Multi-status items require explanations, with in-editor warnings.
  • IMPROVED Documents: Section and item cards show lock status and restrict moves.
  • POLISH Documents: "Inspector Certification" label is now "Inspector Acknowledgment."
  • FIXED Platform: We fixed an issue preventing some technical builds.
New

Document and Hivewell Improvements

  • FIXED Documents: Low-contrast blue text is now easier to read in Document View.
  • FIXED Hivewell: AI chat panel now renders correctly without errors.
  • FIXED Documents: Active tab markers and CTA backgrounds are more reliable.
  • POLISH Documents: Document sections can now be placed above or below compliance blocks.
New

UI Improvements & Bug Fixes

  • IMPROVED Documents: Document view text and selections are now clearer and easier to read.
  • FIXED Online Booking: Confirmation pages now have a consistent footer design.
  • FIXED Online Booking: Media upload modal now reliably closes after files are uploaded.
  • FIXED Online Booking: Easily navigate back to the booking page with a new link.
  • FIXED Payroll: The settings page header now stays in place when you scroll.
  • FIXED Settings: The Google Business Profile section is now hidden until ready.
  • FIXED Schedule: Time Off & Exceptions dialog now scrolls correctly.
  • FIXED Schedule: Edit-mode for exceptions now pre-populates team member selectors.
  • FIXED Schedule: Date pickers for exceptions now use the correct date format.
  • FIXED Media: The upload preview checkmark now confirms your upload.
  • FIXED Marketplace: A "Back to Marketplace" link is now on the Creator Dashboard.
  • FIXED Online Booking: Public Page Web Presence toggle no longer reverts.
  • FIXED Online Booking: Booking flow contrast has been improved for better readability.
New

Smarter Dashboards, Better Apps

  • NEW Platform: Dashboard counters load faster and reliably, even without a strong connection.
  • FIXED Navigation: Clicking sidebar items now correctly expands sub-sections.
  • FIXED Mobile App: Document editor and various components now match web functionality.
  • FIXED Mobile App: Creating new agreements or sending messages no longer crashes the app.
  • FIXED Mobile App: Your brand colors now display correctly in the app.
  • FIXED Mobile App: Workspace creation and list views match the web experience.
New

Improved Document View & Security

  • FIXED Document View: Low-contrast blue text is replaced with clearer colors.
  • FIXED Document View: Active tab markers and empty-state call-to-actions are more visible.
  • FIXED Document View: All Items count badge now adapts correctly in dark mode.
  • IMPROVED Platform: Website security is strengthened with updated protocols and headers.
New

PDF Downloads Work Reliably

  • FIXED Documents: PDF files now reliably download instead of opening in a new tab.
  • FIXED Documents: Download confirmations now say "Download started" for better accuracy.
New

PDF Documents Are Back!

  • FIXED Documents: You can now generate PDF documents reliably again.
New

New Payments, Tickets, and Toasts

  • NEW Payments: Pay invoices using bank transfers (ACH).
  • NEW Payments: Set up your sub-merchant onboarding with guided steps.
  • NEW Support Tickets: Write ticket descriptions and replies with rich text.
  • NEW Support Tickets: See new comments update in real-time.
  • IMPROVED Payments: Billing postal codes are now used for AVS verification.
  • IMPROVED Notifications: All web app notifications now have a consistent, modern look.
  • FIXED Broadcasts: Broadcast sender details are saved correctly.
New

Support, Documents, and Mobile Updates

  • NEW Support Tickets: Platform staff now receive ticket notifications.
  • NEW Support Tickets: You can reply to support tickets directly via email.
  • NEW Support Tickets: Admin notification emails now show the full message body.
  • NEW Support Tickets: See "ManageBee Support" next to staff comments.
  • FIXED Documents: TREC imports now work correctly.
  • FIXED Documents: Template Builder now displays all input fields.
  • FIXED Support Tickets: Changing ticket status in admin no longer crashes the page.
  • FIXED Support Tickets: "Time to first response" metrics now track accurately.
  • FIXED Support Tickets: Closing tickets directly now records the closed time.
  • FIXED Mobile App: Workspaces and settings now have better mobile parity.
  • FIXED Platform: Improved notification delivery reliability.
New

Improved Emails, Fixes & Polish

  • FIXED Messages: Broadcast emails now render consistently across all inboxes.
  • FIXED Contacts: You can now open contact menus without freezing the page.
  • FIXED Platform: The "Try It Now" button now takes you to the correct page.
  • FIXED Workspaces: The Notes tab no longer shows false validation errors.
  • POLISH Billing: Add-ons in settings now have consistent font sizes and correct icons.
New

Mobile, Payments & Web Enhancements

  • NEW Documents: Create and edit documents and templates on mobile.
  • NEW Finances: New payment system supports consumer payments and recurring charges.
  • IMPROVED Mobile App: Company settings and usage views now match the web experience.
  • FIXED Online Booking: Public booking forms no longer show errors.
  • FIXED Workspaces: "Restore Draft" times are now easier to read.
  • FIXED Invoices: Discount labels display correctly on workspace invoices.
  • FIXED Services: Long service names no longer overlap in dropdowns.
  • FIXED Forms: Numeric input fields now correctly filter out invalid characters.
New

Important Fix for Support Ticket Emails

  • FIXED Notifications: Support ticket emails now deliver reliably.
New

Better Support Ticket Notifications

  • FIXED Notifications: Support ticket email delivery is now more reliable.
  • FIXED Notifications: Support ticket email issues are now logged without PII.
New

Enhanced Support & Platform Stability

  • NEW Support: Submit feedback with automatic context, screenshots, and more.
  • NEW Documents: Start building new document templates in the dedicated builder.
  • FIXED Platform: Improved stability in the underlying system.
  • FIXED UI: Touch targets for interactive elements are now larger.
New

Workspace and Contact Improvements

  • FIXED Contacts: All team members can now access contact details.
  • FIXED Workspaces: See clear feedback if your trial is expired when creating a workspace.
  • FIXED Accessibility: Icon-only buttons in the app shell now have proper labels.
  • FIXED Achievements: Easily see completion criteria on each badge tile.
  • FIXED Home: The empty state now clearly explains what a workspace is.
  • FIXED Workspaces: Address verification is now informational, not blocking creation.
  • FIXED Workspaces: Fallback banner text for unavailable workspace addresses is improved.
  • FIXED Workspaces: Workspace card metadata is now more accurate.
  • FIXED Schedule: Edit routing, work order rendering, and appointment modal layout are improved.
  • FIXED Invoices: Compensation dialog footer and numeric input patterns are corrected.
  • FIXED Services: Service agreement toast and document template picker are improved.
  • POLISH Platform: Copy buttons, portal access explanations, and signup password meter are refined.
New

Improved Account Management

  • FIXED Platform: Accepting invitations now works reliably without unexpected errors.
  • IMPROVED Platform: Account management is more robust, preventing data issues.

April 2026

New

Enhanced Team Management & UI Polishes

  • NEW Team Management: Manage team members with 6 preset roles, suspend, or offboard accounts.
  • NEW Hivewell: Get live AI suggestions and capture photos for field inspections.
  • FIXED Auth: Signup pages now scroll correctly on smaller screens.
  • FIXED Notifications: Overdue invoice emails are now off by default.
  • FIXED Online Booking: Your custom vanity URLs for public pages now work.
  • FIXED UI: Public credential and share pages now display in light mode.
New

Smoother Imports, Fewer Interruptions

  • FIXED Platform: Large imports no longer run out of memory.
  • FIXED Platform: Imports complete without "connection interrupted" errors.
New

Faster, More Reliable Imports

  • FIXED Platform: Large imports no longer interrupt prematurely due to connection timeouts.
New

Address Input Improvements

  • FIXED Address Input: You can now manually enter addresses if Maps has an issue.
  • FIXED Address Input: Geocoding and static map previews are now gated by Maps authentication.
  • FIXED Address Input: Pending address validation now cancels if Maps authentication fails.
  • IMPROVED Platform: Our internal alerting system is more reliable and responsive.
New

Smarter Tools, Smoother Workflows

  • NEW Documents: Create and edit documents and templates with improved native components.
  • NEW Business: View business widgets with a new chart library and updated colors.
  • FIXED Payments: Deleting payments no longer causes render loops.
  • FIXED Workspaces: Placeholder text colors now display correctly when creating a workspace.
  • FIXED Charts: PNG export for charts now works correctly.
  • FIXED Authentication: Sign-in issues caused by browser extensions now provide a clear diagnostic.
  • FIXED Emails: Email variable resolver now works correctly regardless of casing.
  • FIXED Platform: Sticky page headers no longer oscillate rapidly during scroll.
  • FIXED Schedule: "Quick Meeting" option is removed since it's not yet implemented.
  • FIXED Settings: Square logo upload preview no longer hides action buttons.
  • FIXED Consumer Portal: An inline hint guides you to the "Consumer Portal Terminology" section.
  • FIXED Consumer Portal: Updated terminology now saves without needing a full refresh.
  • FIXED Online Booking: Address autocomplete no longer locks up the input field.
  • FIXED Workspaces: Workspace address validation now works correctly.
  • FIXED Custom Fields: Creating and editing custom fields no longer fails silently.
  • FIXED Services: Catalog no longer blanks out due to transient refetch errors after reordering.
  • FIXED User Invitations: Invited members now see a welcome panel instead of owner setup.
  • FIXED Element Library: The "+ Create New" button now correctly opens the `DocumentElementModal`.
  • FIXED Online Booking: Public booking now correctly displays available booking options.
  • FIXED Online Booking: "Time unavailable" errors are more accurate, and the Continue button is clearer.
New

Faster Template Imports Are Here!

  • IMPROVED Documents: Large templates now import much faster without timing out.
  • IMPROVED Platform: Template import error messages are now clearer.
New

Contacts, Scheduling, and UI Improvements

  • NEW Contacts: Manually set contact types are now recorded.
  • NEW Contacts: See where information originates with new automation indicators.
  • NEW Contacts: View active automations in a dedicated info panel section.
  • NEW Contacts: A new bulk action bar helps you manage many contacts at once.
  • NEW Contacts: You can now assign contacts to an owner in bulk.
  • NEW Contacts: Bulk add contacts to a workspace with a selected role.
  • NEW Contacts: List views now show tags and active automation counts.
  • NEW Contacts: Saved contact views now remember visible columns and sort order.
  • FIXED Contacts: Bulk contact type updates correctly mark types as manually set.
  • FIXED Schedule: The "Add Time Block" modal now pre-selects the correct day.
  • FIXED Services: The "Save" button in the Manage Services dialog is always visible.
  • FIXED Settings: Email settings are now accessible to all users.
  • FIXED Public Website: Credential pages now display correctly.
New

Connect with ManageBee Easily

  • NEW Public Website: A new contact page helps you easily get in touch.
  • FIXED Public Website: The contact page now correctly links to support tickets.
New

New Services, CRM & AI Updates

  • NEW Services: Explore a redesigned Service Catalog with new categories and modifier presets.
  • NEW Contacts: Experience the redesigned CRM with improved contact management.
  • NEW Hivewell: Enjoy an overhauled AI experience with improved features.
  • NEW Online Booking: Set your organization's policy to allow double booking appointments.
  • FIXED Documents: Add document chores in service settings without issues.
  • FIXED Contacts: Quick Create now shows validation errors when saving.
  • FIXED Hivewell: AI model tiers are now correctly displayed in messages.
  • FIXED Documents: Items created by Hivewell are now correctly saved.
  • FIXED Hivewell: Model labels are now slim and consistently styled.
  • FIXED Platform: Issues with agreement uploads and retries are resolved.
  • IMPROVED Schedule: Business hours now derive from availability settings.
  • IMPROVED Online Booking: Conflict warnings now respect your double booking policy.
  • IMPROVED Settings: Scheduling settings tab is now more streamlined.
New

Schedule & Document Updates

  • NEW Documents: Access new native document and template builder tools.
  • IMPROVED Schedule: Calendar events now open order details with a click.
  • IMPROVED Schedule: Dragging holding tank items shows a clear preview.
  • IMPROVED Schedule: Dropping items in the calendar defaults to precise times.
  • FIXED Schedule: Canceling a drop now correctly reverts the event.
  • FIXED Documents: Fixed various display issues within the document editor.
  • FIXED Documents: Scrolling and search views work better in templates.
  • FIXED Documents: Duplicating or deleting items now updates correctly.
  • POLISH Schedule: Holding Tank drawer no longer shows a duplicate close icon.
New

Stability Improvements for ManageBee

  • FIXED Platform: We resolved an issue that caused recent system updates to fail.
  • IMPROVED Platform: System builds are more robust against future technical changes.
New

New Legal Docs & Better Headers

  • NEW Platform: Find new legal documents including AI Terms and Cookie Policy.
  • NEW Platform: The Creator Agreement has been updated to version 2.0.
  • FIXED Platform: Legal document headers are now solid and won't overlap content.
  • FIXED Platform: Mobile menus on legal pages are now fully opaque.
New

App Stability and Fixes

  • FIXED Mobile App: The mobile app builds now complete successfully.
  • FIXED Platform: Database migrations will now apply correctly without errors.
New

Hivewell Updates and Stability Fixes

  • NEW Hivewell: See new message types for narrative search and template issues.
  • NEW Hivewell: AI tasks that are queued now show a ghost-card message.
  • NEW Hivewell: Text polishing now offers five specific actions, including "write draft."
  • FIXED Platform: Stability improvements prevent build failures during deployment.
  • FIXED Hivewell: Document completeness messages no longer crash on unusual data.
  • POLISH Hivewell: AI context cache now works across sessions for faster responses.
  • POLISH Hivewell: AI fill queue now uses IndexedDB for better performance and storage.
New

Real-time Updates & Bug Fixes

  • NEW Platform: Get instant updates for product announcements.
  • NEW Hivewell: Entitlement changes now update instantly.
  • NEW Platform: Subscription suspension status updates in real-time.
  • NEW Platform: See trial expiration and extensions immediately.
  • NEW Platform: Subscription freeze status updates instantly.
  • NEW Platform: Data loads reliably even when PowerSync is offline.
  • FIXED Auth: Invitation and login links now show correctly in dark mode.
  • FIXED Contacts: Avoid duplicate entries when creating new contacts.
  • FIXED Services: The "Add-on" dialog now fits on small screens.
  • FIXED Onboarding: Setting your brand color now correctly completes the checklist.
New

Enhanced Stability and Reliability

  • FIXED Platform: Improved our deployment process for greater reliability.
New

Schedule, Billing, and AI Improvements

  • FIXED Billing: View usage reports without errors, even without an active subscription.
  • FIXED Billing: Zero-state usage reports now show 0% for resources, preventing false "limit reached" messages.
  • FIXED Services: Service chips now display correctly with any valid color hex code.
  • FIXED Services: Long service short names are now properly capped for better display.
  • NEW Schedule: Enjoy a redesigned schedule interface with an improved sidebar and filters.
  • NEW Schedule: Your sidebar section expansions now save automatically for a personalized view.
  • NEW Schedule: A new "Active Filters Bar" clearly shows applied filters.
  • NEW Schedule: The sidebar is more focused, now featuring 5 essential panels.
  • NEW UI: A new shared dropdown component makes creating appointments easier.
  • FIXED Hivewell: iPhone HEIC photos now correctly upload to AI services.
  • FIXED Hivewell: The batch modify items intent is now properly dispatched.
  • IMPROVED Hivewell: More manufacturer aliases added to the serial decoder for better recognition.
  • FIXED Platform: Database migrations now run smoothly, unblocking development.
  • FIXED Platform: Improved server startup checks enhance reliability.
New

Smarter Messaging, Better Scheduling

  • NEW Schedule: Drag items from the holding tank directly to your calendar.
  • NEW Messaging: Conversations now group messages by sender and date.
  • NEW Messaging: See message date pills and internal notes.
  • NEW Messaging: Easily add reactions and reply to messages.
  • NEW Messaging: Drafts save automatically as you type messages.
  • NEW Messaging: A new component shows when a conversation is empty.
  • FIXED Media: Upload modals now close automatically after success.
  • FIXED Branding: Your brand color now persists correctly on the branding page.
  • FIXED Website: The DNS IP field shows a pending message if not provisioned.
  • FIXED Platform: Storage configuration errors are now clearer on startup.
New

Platform Reliability Improved

  • IMPROVED Platform: Internal automation is now more reliable and stable.
New

Smoother Onboarding, Fewer Alerts

  • FIXED Onboarding: The initial setup screen now loads consistently without errors.
  • FIXED Documents: Random facts no longer change unexpectedly when importing templates.
  • FIXED Platform: Workspace list no longer shows a "server data" banner during sync.
New

Agreements & Performance Updates

  • FIXED Agreements: Viewing agreement details no longer causes a crash.