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Release Notes

  • Custom Fields for Service Desk Requests — Admins can now define structured intake fields (text, dropdown, checkbox, date, and more) per request type, so employees fill out the right information when submitting a ticket.
  • Admin Ticket Deletion — Service Desk admins can now permanently delete any ticket regardless of its status, keeping queues clean without workarounds.
  • Requisition Auto-Activation — Purchase requisitions that do not require manager approval are now automatically approved and activated upon submission, removing unnecessary manual steps.
  • Time Off Visibility in Scheduling — Employees can now see their approved and pending time off directly in My Availability and My Shifts views alongside their scheduled shifts.
  • Multiple Secondary Location Assignments — Employees can now be assigned to multiple secondary locations at once, giving rotating field technicians accurate coverage across all their work sites.
  • Reopen Approved Performance Reviews — Admins can now reopen an approved performance review, returning it to in-progress so the manager can make edits before re-submitting for approval.
  • Service Desk Access Requests — Employees can now submit requests for group or system access directly through the Service Desk, with an automated approval, provisioning, and notification workflow.
  • AI Assistant for Libraries — The Libraries app now includes a conversational AI assistant that lets employees search, browse, and discover company resources in plain language; admins can also create and manage items via AI.
  • Bookings Waitlist — When a workspace or resource is already booked for a desired time slot, employees can now join a waitlist and receive a notification automatically when it becomes available.
  • Microsoft Teams Notifications for Service Desk — Service Desk tickets and status changes now send rich Adaptive Card notifications directly to Microsoft Teams channels.
  • Field Service AI Agent — A new AI agent can answer questions, surface insights, and take actions across work orders, dispatch, estimates, invoices, and your pricebook in Field Service Suite.
  • Bookings Waitlist — Employees can now join a waitlist for fully-booked spaces and get a spot automatically when one opens up.
  • Historical Review Documents — Admins can now upload past performance review PDFs per employee, giving managers and reviewers historical context directly within the current review workflow.
  • Bulk Performance Review Assignment — Admins can now assign performance reviews to multiple employees at once using a guided 3-step wizard with filtering, preview, and confirmation.
  • Customizable Rating Scale Labels — Business admins can now rename and rewrite the descriptions for each rating level on the performance review scale to match company language and culture.
  • Inspections REST API — Inspection data, templates, and compliance summaries are now accessible via a public REST API for integrations and reporting tools.
  • Go1 Content Library Integration — Admins can now connect a Go1 account to provision a per-business content library portal and launch Go1 courses directly from the Training app, with employee accounts provisioned automatically.
  • Libraries App — A new Libraries marketplace app lets organizations create categorized, searchable resource libraries where admins can organize and share documents, links, and files with employees in a permission-controlled space.
  • EPMS Mobile Full Parity — Employees can now complete self-assessments, submit goals, and track review progress entirely from mobile; managers can edit reviews, approve or reject goals, and submit for approval — achieving full feature parity with the desktop performance management experience.