Release notes

2026.06 — Documentation portal & customer import

New

• Official documentation site at /docs with search, dark mode, and full product guides.
• Customer import module with field mapping, validation, and duplicate handling.
• Admin email and SMS log filters by company and date.

Improvements

• PDF estimates and invoices use refreshed TreeOS branding.
• Crew App route view shows clearer job order.
• Portal payment success page messaging.

Fixes

• SMS disable in admin panel now uses feature flags correctly.
• Email log pagination and filters in admin panel.
• Customer import permission sync for owners.

2026.05 — Crew App & live support

New

• Crew App clock-in with GPS validation option.
• Live support chat between companies and TreeOS support.
• Equipment maintenance reminders.

Improvements

• Faster schedule calendar for multi-crew days.
• Invoice late-fee calculation respects grace days.

Fixes

• Photo upload retries on weak connections.
• Time zone display on job reminders.

2026.04 — Payments & portal

New

• Stripe Checkout on customer portal.
• Automation rules for job reminders and review requests.

Improvements

• Customer portal locks after paid invoice per company setting.
• Estimate PDF line-item wrapping for long descriptions.

Deprecated

• Legacy payment link format retired; resend invoices to get new links.

2026.03 — Scheduling & leads

New

• Lead kanban board with photo attachments.
• Recurring job templates.
• Weather location on dashboard.

Improvements

• Google Maps routing for crew day view.
• Quote templates with saved line items.

Fixes

• Duplicate customer detection on manual create.
• Email template variable substitution for job address.

How we version

TreeOS releases continuously. Version numbers here use YYYY.MM for the month a bundle shipped to all customers. Minor fixes may deploy between notes without a full announcement.