Release Notes

Release Notes
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Release Notes v6.5.1

Below are all of the release notes for version 6.5.1 of ServiceMonster:


Released: July 9th, 2020


  • Toggling advanced options on grids will now maintain that option for other grids until toggled off  
  • Grid columns can now auto adjust width by double clicking between the column headers
  • Ability to create Technician and Admin notes directly from the appointment card on the Schedule sidebar has been added
  • Added ability to remove a route from the Appointment Bookings dashboard. Simply edit the route and look for an option called “service route.” Toggling this option to "off" hides that route from the appointment bookings dashboard.
  • Added in-app training for Core users
  • Updated Welcome Page and Account Setup for new Trial users
  • Added multiple levels of performance boosts via caching
  • Added multiple performance monitors for improved bug and error tracing 
  • Updated Email Editor Preview mode for improved visibility to close preview
  • Added default account type (Customer and Prospect )option in Company Info settings.  
  • Add ability to update any open orders with new payment terms after making an edit of said terms.
  • Combined Account Dashboard and Account Newsfeed into one sidecar, separated by tabs.
  • Improved Lead Sheet spacing for better visibility
  • Added small radius around dispatch location (5% of total dispatch area) where color wheel remains gray
  • Updated appointment note color on appointment card when viewing details on the schedule so they are easier for user to read


  • Numerous grids have full functionality restored (advanced options): Lead Source, Templates (all), Notifications
  • Default sort fixed for Marketing templates (A-Z)
  • Records per page on the grids now correctly save per user’s selection
  • Schedule now correctly highlights open hours by taking business hours into account
  • Updated Core subscription schedule link
  • Correctly adjusted any delete buttons to use a trashcan icon and any cancel buttons to use an x icon
  • Added 30 min increments to Schedule v1.0

Hotfix: v6.5.1.36

Released: July 10th, 2020


  • Made the account dashboard and newsfeed tab selection persist as a user setting. The default tab will be “dashboard” but if a user selects the “newsfeed” tab then that option will stay as the default even when navigating to other accounts until the user again selects “dashboard” once more.


  • Added missing account lookup from Bill To section of Order Screen
  • Updated “New Job” to correctly state “New Appt” on right-click menu on Schedule v2.0
  • Fixed an issue where “copy lead source to new order function” was not working correctly via orders created in the Quick Add
  • Fixed an issue where “No Tax” and “Tax Exempt” system options were missing from tax dropdown
  • Fixed issue where opportunities were only showing “0 days in stage”
  • Fixed error when creating new route  
  • Delayed timing of New Account Setup screen so it properly opened in all scenarios
  • Fixed issue where Completion Wizard order discount did not update until after saving as invoice

Hotfix: v6.5.1.39

Released: July 10th, 2020


  • Changed the appointment color to a darker gray for appointments that are beyond your max driving range set in your schedule settings
  • Added a toggle to choose whether you wish to have a small area  around your dispatch location show as one color, or to only show directional colors no matter how close they are to your dispatch location. This toggle is located in the schedule settings, under the “max driving range”


  • Fixed error when clicking link in Export History grid in the Accounting section
  • Fixed an issue where a newly created grid would not appear until after a refresh with caching enabled
  • Tax rate dropdown list now properly sorts alphabetically as expected
  • Fixed an error where a user could not process a credit card  
  • Fixed issue where the “new opportunity” button wasn’t available on the Lead Sheet

Hotfix: v6.5.1.44

Released: July 14th, 2020


  • Updated the Edit Contract page to now allow users to set an email address


  • Fixed a bug where changing the order number on a WO strips the lead source on save
  • Fixed an issue where the assigned route field would show as blank when looking at historical data that involved a (now) deactivated route.
  • Resolved an issue where FMS preview images were broken
  • Updated the new trial account setup page so it only shows for new accounts as expected
  • Fixed a rare error where a user was unable to access an order page due to a service item quantity being set as “null”
  • “All lead sources” view selector now properly updates to show “all” lead sources rather than just the active ones
  • Fixed an issue where the Quickbooks online connection would error out
  • Fixed an issue where new users could bypass the welcome screen without entering in required data

Hotfix: v6.5.1.45

Released: July 16th, 2020


  • Disabled the “copy site” and “new order” buttons on a new site page until after the new site has been saved
  • Resized the FMS Approval Wizard card content preview
  • Fixed broken image in FMS envelope preview
  • Updated the audit process for improved functionality with new caching rules
  • Set proper character limit of 64 characters on “Next Step” field for opportunities to avoid error on save.

Hotfix: v6.5.1.50

Released: July 17th, 2020


  • Fixed an issue where the Auto Account Name update tool was not following the company setting for account name format (“firstspacelast” or “lastcommafirst”). Now correctly follows format selected in Company Settings.
  • Fixed caching issue where Quickbooks Online export was not properly displaying an “export in progress” message
  • Fixed verbiage on the edit contracts screen for selected print style
  • Fixed an issue where deactivating a technician (or removing them from a “technician” role) was no longer showing historical data on the appointment screen or schedule sidebar. Deactivated technicians now show in those areas with a * designating them as currently deactivated. A help tooltip was added on the appointment screen to alert users of this change.
  • Fixed issue with “next step” field on an opportunity allowing more than 64 characters and therefore throwing an error. Field now correctly limits user to 64 characters.  
  • Correctly added the ability to create/edit technician and admin notes on both the on-deck and waitlist tabs of the schedule 2.0 sidebar
  • Fixed an issue where the audit record for an activity wasn’t updating if the activity was not linked to an account
  • Fixed an issue where deactivating a route was no longer showing historical data on the appointment screen or schedule sidebar for appointments assigned to that route. Deactivated routes now show in those areas with an "inactive" designation.

Hotfix: v6.5.1.54

Released: July 22nd, 2020


  • Fixed an issue where lead status was incorrectly showing “job scheduled” rather than “estimate scheduled”
  • Improved theme for download/delete controls on the images section of an order for greater visibility
  • Fixed an issue where sometimes appointments in the Quick Add would show as blank rather than showing their proper color wheel  associated color
  • Updated two numerical audit records that were incorrectly showing as currency
  • Appointments On-Deck or on the Waitlist for Schedule v2.0 now correctly show tech and admin notes
  • Fixed an issue where the Sales Dashboard MTD total was pulling from the order grand total instead of the sub-total  as expected
  • Fixed an issue where users were unable to create new credit group from the new payment window
  • Disabled the “run charge” button on the new payment window when a credit memo has been selected rather than a payment
  • Fixed issue where the grid advanced menu dropdown menu wasn’t properly anchored to the menu button
  • Fixed an issue where split payment amounts could not be edited for individual orders
  • Subject line data tags will now properly function when using the preview or test email options from the template page
  • Activities on the new schedule also show their status instead of “unscheduled” in the hover popup, sidebar, and the details in the activity event card itself


  • Updated password criteria rules and updated UI so user can reference if they have met requirements.
  • New requirements: 6 character minimum, 1 uppercase, 1 lowercase, 1 number
  • New ServiceMonster help site created and link updated
  • Created new help links for each section of the navigator

Release Notes
Release Notes v6.5.0

Below are all of the release notes for version 6.5.0 of ServiceMonster:



  • New themes (Classic, Dark, Light) and updated visuals
  • New Home page views
  • Changed terminology – “Job” is now “Appointment”
  • New dashboards on landing pages
  • Left navigation menu overhauled
  • In-App Training modules
  • Grids have been overhauled
  • New Marketing Wizard helps users build campaigns
  • Added “Viewed” status to order approval system
  • Professional and Trial accounts can now access Leads
  • New initial loading splash animation
  • Added icons for approval status states
  • Combined Reminder Batch and Reminder List pages into one
  • Added Select All and Clear All buttons to the grid Choose Columns modal


  • Fixed various issues with grids
  • Various fixes for Quick Add
  • Various improvements to Subscription Manager
  • Fixed an issue with the schedule default state
  • Fixed an issue where custom appointment types prevented Last Tech info to save to an order
  • Various improvements to FillMySchedule
  • Fixed an error sending test emails for marketing templates
  • Various improvements to the Order Details page
  • Various fixes for corporate users
  • Fixed an error encountered when adjusting job duration
  • Various fixes in Inventory tool
  • Various fixes for the Schedule
  • Fixed issue with Order Approval for SMTP via Office 365
  • Various fixes for Opportunities page
  • Various fixes for Activities
  • Fixed an issue where some popup windows would populate partially offscreen
  • Fixed an issue causing SMTP password to disappear
  • Fixed an issue with Webforms custom confirmation page
  • Updated help link on SMTP page
  • Various fixes for NiceJob
  • Various fixes for Settings page



  • Fixed an issue with some completed leads not showing up in the Completed Leads data view (6699)
  • Updated a url for a help link (6909)
  • Various fixes in grids (6911, 6912, 6913, 6916, 6930, 6931, 6933)
  • Fixed an issue with corporate orders (6918)
  • Fixed an error for Core accounts (6939)



  • Fixed default views for various grids (6623)
  • Fixed issues with the training progress circle (6809)
  • Fixed a broken dashboard on the Core home page (6941)
  • Fixed an error with the Voided Orders data view (6951)
  • Fixed an issue with multiple duplicate entries in the Appt History tab (6952)
  • Fixed an issue with charges for self-service renewals (6954)
  • Disabled training popup for pfsupport users (6955)


  • Added a flag to warn about increased load times when the user selects 20+ columns for a grid (6899)
  • Core subscriptions can now have 2 employees (6926, 6927)
  • Backend work on training lessons (6949)



  • Core accounts can now have 2 active employees (6960)


  • Fixed an error with the Marketing Campaign Wizard (6884)
  • Fixed several issues with custom data views in grids (6943, 6944, 6950, 6980, 6987, 6992)
  • Made changes to get rid of the Google “App Not Verified” message when integrating Google Calendar (6388)
  • Fixed an issue with issue with Favorite not working for new opportunities. (6770)
  • Added several columns to several grids (6812, 6948, 6958, 6959, 6961)
  • Fixed a graphic issue with the Today’s Appointment dashboard (6908)
  • Fixed an issue where a deactivated employee could not be reactivated (6963)
  • Fixed an issue with the Audit tab on the Appt Details modal (6965)
  • Fixed an issue with Drip Campaigns (6966)
  • Fixed an issue cancelling appointments in the On-Deck tab of the schedule (6976)
  • Fixed an issue with the line item description box in Firefox (6977)
  • Removed the drop shadow from line item description (6978)
  • Fixed some issues with automatic appointment notifications (6979)
  • Fixed an issue with a user’s campaign (6957)
  • Fixed an issue with payment links not working with automatic notifications (6973)
  • Updated URLs for several user Templates (6989)



  • Added new email templates for some corporate users (7017)
  • Added new Technician Plus security role (7015, 7027)
  • New success/failure prompts when upgrading a trial account (6493)


  • Tweaks to grids (6393, 6658, 6904, 6925, 6985, 6999, 7023, 6917)
  • Fixed an issue with several data tags not working correctly (6404)
  • Fixed the logo on the Contact Us page for corporate users (6638)
  • Several tweaks to Opportunities (6741, 7006)
  • Fixed a typo on the confirmation modal when deactivating a route (6924)
  • Tweaks to themes (6936, 6928)
  • Clicking the Multiple Jobs link on the order details sidecar now navigates to Appointment History (6947)
  • When deactivating an automatic reminder, the user is given the option to cancel all pending instances of the reminder (6988)
  • Tweaks to the Bulk Add Line Items modal (6996, 7014)
  • Updated invoice completion date rules (7001)
  • Fixed an issue with taxes with subcomponents (7003)
  • Fixed an issue with the order of line items in a recurring order. (7004)
  • Fixed an issue with grids for Internet Explorer users (7022)



  • Fixed an issue with the wrong site showing when navigating between different account pages (7034)



  • Various updates to grids (7029, 7030, 6974, 7012, 7057, 7063, 7064)
  • Various fixes to Quick Add (6310, 6322)
  • Updates for links to the schedule (6923, 6984, 7037, 7061)
  • Updates for NiceJob integration (6759, 7079)
  • Fixed some issues with dashboards having overlapping UI (7009, 7070)
  • Fixed an error when committing multiple reminders as work orders (7039)
  • Fixed a styling issue with Campaign transactions (7040)
  • Fixed an issue with Last Referral Date in the Account Profile tab (7041)
  • Fixed an issue with the Appointment modal not updating and saving the route field if the user clicks Save and then clicks Save & Close. (7043)
  • Fixed an issue with updating techs on the Schedule sidecar. (7044)
  • Fixed the missing opportunity field in the sidecar of an associated order (7045)
  • Fixed a styling issue on the Edit Activity and Edit Email Activity modals (7046)
  • Improved some of the basic campaigns in Campaign Wizard (7048)
  • Updated the ServiceMonster Secure Data badge in Marketplace (7075)
  • Fixed an issue with the Home page selection not being saved after logging out (6724)



  • Core users have new home page (6942)


  • Fixed an issue with the Activities panel not showing all statuses (6742)
  • Various fixes for Core users (6803, 6956, 7102, 7105, 7106)
  • Fixed a visual glitch with the More Options menu in grids (6873)
  • Fixed several issues on the home pages (6921, 6967, 7021)
  • Fixed several issues with Unscheduled Approved Orders (7051, 7053)
  • Fixed an issue where clicking the Schedule button on the order details page would navigate to the schedule for 2005 (7101)
  • Fixed an error when adjusting the duration of an activity on the schedule by dragging the bottom of its card (7107)



  • Fixed not being able to select customer type in Quick Add (7116)
  • Fixed some issues with appointment emails. (7104, 7106)



  • Fixed an issue with core account home pages (7132)
  • Fixed an issue with the way the schedule is displayed after clicking Schedule on an order (7129)
  • Fixed an issue with email attachments (7128)
  • Fixed an issue with lead sources for some corporate users (7124)
  • Fixed an issue with Fittlebug integration (7087)



  • Added unsubscribe groups to network based SMTP settings for corporate users (7131)


  • Fixed an issue where raw HTML was displayed in the Order List Custom View builder (6995)
  • Updated the Notifications tab in the Appointment modal to display the template used (4110)
  • Fixed an issue with the Completion Wizard removing upsale flags from items (6686)
  • Replaced a missing column from the Audit grid (7055)
  • Fixed the data tag for Job Technician image (7086)
  • Restored full functionality to the Sites grid on the Account Details page (7117)
  • Fixed an issue with the Unscheduled Approved Orders link on the Orders landing page (7127)
  • Improved the Unknown View error page (7138)



  • Schedule now allows start and end of day to fall on the half-hour (7141)


  • Backend fix to allow campaign lead sources to show up for some security roles in Mobile Pro (6632)
  • NiceJob tab now removed from account details page if user revokes access (6759)
  • Fixed error that occurred if support chat is down or slow (7139)
  • Several minor fixes to the Schedule (7142, 7161, 7175)
  • Fixed an issue with the Quick Add for some corporate users (7156)
  • Fixed an issue with sites for accounts generated through a manually-created lead (7166)
  • Fixed an error with the New Recurring Appt button (7169)
  • Fixed a couple of errors with activities, users can now correctly extend the length of an activity directly on the schedule without changes being made to assigned employees. (7171, 7174)
  • Fixed an error that prevented some corporate users from logging in (7173)



  • Fixed an issue where the company config didn’t load correctly causing several errors (7179)



  • Resolved the issue where Google was treating SM as an unverified app (6388)
  • Fixed some company config hydration issues (7181, 7188, 7192)
  • Fixed an issue with changing technicians on the schedule sidecar (7191)
  • Fixed an error caused by a dashboard widget cluttering memory (7206)



  • Updated system logging to log requests that take longer than 1 sec. (7211)


  • Fixed an issue where following links to the schedule would cause some appointments to disappear (7185)



  • Reopened FMS Approval Wizard as the COVID-19 statewide restrictions have been lifted (6865)



  • Created new marketing filters for pending and in-progress leads (7250)


  • Fixed the Last Estimate Modified Date marketing filter (7235)
  • Fixed the Tech Note field being spammed with the customer phone number with every change made in SM6 and Mobile Pro (6505)

Release Notes
Release Notes v6.4.7.5


Numerous tweaks and fixes to Subscription Manager (5789, 5791, 5796, 5842, 6498)

Added vertical scroll bars to Orders and Marketing Dashboards when narrow (6198)

Fixed an error when completing an activity on the schedule via the right-click context menu (6396)

Restored the Audit button for Professional and Enterprise accounts (6478)

Fixed an error creating a new activity from the Panel View (6410)

Fixed an error with Route Packets not starting at the correct time by default (6475)

Fixed an issue where some pop-up windows populated partially off-screen (6497)

Fixed an error where social media tags where not displaying correctly when sent as part of a Job Reminder email. (6513)

Fixed an error when clicking the Download Card Template button on the FMS Campaign page (6530)


Added the Laborer security role (6197, 6391, 6022)

Release Notes
Release Notes v6.4.6.16


Fixed an issue with the FillMySchedule Approval Wizardshowing incorrect images (6270)

Fixed an issue with the wrong region being saved for someusers when connecting to QuickBooks Online (6429)

Fixed an issue with the default status for a Note-typeactivity (5232)

Fixed an issue with Custom Fields in Settings (5874)

Removed old branding from Setup Wizard (6045)

Fixed a couple of browser page labels (6132)

Fixed an issue where some users’ customer terms and taxrates were changed to blank (6157)

Fixed an error clicking an in-progress FillMySchedule order(6194)

Fixed an error dragging and dropping anOpportunity card back into the same column in Kanban view (6227)

Removed link to old support site (6368)

Fixed an error when sending or previewing andemail from the Order Details page (6425)

Fixed an error clicking the Templates card inSettings (6435)

Added a warning message when user is locked outof account due to too many failed logins (6035)

Fixed an issue where having only letters and/orsymbols in an account’s phone field prevented emailing of attached orders orbilling statements (5365)

Billing statements now show up as an attachment on theassociated email activity (4540)

Various fixes for Core-level subscription accounts (6397,6399, 6400, 6401, 6413, 5904, 6347, 6433, 6432)

Various fixes in the Subscription Manager (5732, 5771, 5783,5798, 5799, 5820, 6301, 6337)

Various fixes in Inventory feature (5339, 5856, 5860, 5861,5926, 6051, 6092, 6189)

Various fixes in the Completion Wizard (6086, 6440, 6441,5944, 6148, 6159, 6324, 6417)

Various fixes for the Quick Add feature (6325, 6328, 6419)

Fixed several errors creating and managing Employees inSettings (5945, 5947, 6120)

Fixed issues downloading images attached to orders (6264,6269)

Various fixes to the Schedule (6031, 6076, 6167, 6171)

Various fixes to grids (6112, 6206, 6238)

Various fixes to Activities Panel view (5718, 5957, 6239)

Various back-end fixes (5949, 5953, 6125, 6232, 6240, 6327)

Fixed several issues with the Account Details page (5616,6039, 6403)

Fixed an error with running a marketing campaignwith a cost applied (6226)



Added social media links and custom links for emails andmarketing documents (5980, 5981, 5985, 6172, 6173, 6175, 6176, 6179, 6180,6210, 6279, 6280, 6281, 6282, 6284, 6424)

Added two new data tags (SITE_JOB_TITLE &SITE_ADDRESS_COMBINED) for printed orders (5908, 6254)

Release Notes