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Changelog

What’s new in Servgrow

Every release we ship to Servgrow, newest first. We are always building, and everything here is already live in your account.

2026

  1. User roles and permissions

    • Platform
    • Scheduling
    • Messaging
    • Roles and permissions in settings, so a new hire can work the schedule without seeing your invoices, your pricing or your whole customer list
    • View-only roles, and your own custom roles alongside them
    • Redesigned online booking form
    • Quick Schedule shows you what is actually open before you commit to a time
    • Shortened links in texts and emails, so a message stays short, with click tracking on every link you send

  2. Multi-day jobs and drive time

    • Scheduling
    • Jobs
    • Multi-day jobs, estimates and events, so work that runs across several days is one record instead of several
    • Billing for recurring jobs, priced either as one fixed amount for the whole run of work or per visit
    • Drive time between stops on the schedule
    • Redesigned date and time picker
    • Quick Schedule improvements
    • PDF preview in the Inbox
    • Edit the service address directly on a job or estimate

    Mobile app

    • Multi-day jobs, estimates and events in the iOS and Android apps

  3. Quick Schedule and richer visit details

    • Scheduling
    • Invoicing
    • Messaging
    • Quick Schedule, including scheduling straight from a template
    • Improved follow-up flow in Custom Campaigns
    • Attachments on 2-way text messages in the Inbox
    • Services and materials on the visit page, in the customer portal and on the PDF
    • Refund option on job invoice details
    • Resend by email and text in a single action

  4. Deposits on jobs and estimates

    • Payments
    • Estimating
    • Scheduling
    • Calculated deposit amount shown in the creation flow and in the customer portal
    • Require deposit section on job details
    • Take the deposit at the moment a customer approves an estimate, so the job is funded before it reaches the schedule
    • Schedule UI improvements

  5. Servgrow API and bulk customer actions

    • Customers
    • Platform
    • Servgrow API
    • Automatic Residential and Commercial tagging on customers
    • Bulk actions for customers, add a tag or delete in one go
    • Full-day weather forecast
    • Sticky header and step indicator while you work down a form

  6. Recurring job crews and filters

    • Scheduling
    • Jobs
    • Add or remove employees on one recurring job or all of them
    • Filter for recurring versus one-time work, showing all by default
    • Weather forecast in the top bar

  7. Interface refresh

    • Design
    • Scheduling
    • Refreshed interface across tables, status labels, sidebar, page titles, breadcrumbs and type
    • Edit the recurrence on an event
    • Take payment on a $0 job
    • Upcoming events moved out of the schedule page into its own menu item

  8. Faster search and list filters

    • Platform
    • Customers
    • Faster search across the app
    • Filters on list views

  9. Klarna payments

    • Payments
    • Customers can pay with Klarna

  10. Deposits

    • Payments
    • Estimating
    • Deposits, so you can collect money up front on a job or when a customer approves an estimate

    Mobile app

    • Deposits support in the iOS and Android apps

  11. Job status and payment status split apart

    • Jobs
    • Payments
    • Job status and payment status are now separate, so you can start and run a job that is already paid
    • New Charges record showing exactly what has been paid
    • Create an event straight from the schedule grid
    • Save customer details without an email address
    • Cleaner listing tables

  12. Events part two and a new dashboard

    • Scheduling
    • Design
    • Events list view, recurrence and assignees
    • Notifications when a job is rescheduled or started
    • Updated dashboard

    Mobile app

    • Events part two on mobile

  13. Events on mobile

    • Mobile
    • Scheduling

    Mobile app

    • Events, part one, in the iOS and Android apps

  14. Events

    • Scheduling
    • Events, for everything on the calendar that is not a job: meetings, time off, training and anything else that takes up the day

  15. Notification control per event

    • Messaging
    • Scheduling
    • Check or uncheck notifications on each individual event
    • Display options stay open while you work

  16. Map pin clusters

    • Dispatching
    • Onboarding
    • Pin clusters on the map, so a busy area reads clearly instead of as a pile of overlapping pins
    • Improved sign up flow

  17. Unified date and time formatting

    • Design
    • Messaging
    • One consistent date and time format across the whole app
    • Notification checkboxes when rescheduling
    • Custom message when an estimate is scheduled

    Mobile app

    • Optional line items on estimates
    • Open the schedule on the day you selected
    • Updated weather display on the dashboard

  18. Color-coded estimates

    • Estimating
    • Scheduling
    • Colors on estimates
    • Unscheduled estimates now appear in the schedule
    • Jump to the day view for a date picked in the sidebar calendar
    • Schedule UI improvements

  19. Campaign audience selection

    • Campaigns
    • Billing
    • Select or unselect every customer at once when choosing a campaign audience
    • Estimates copied to a job now show on the schedule
    • Clearer invoice and estimate numbering
    • Subscriptions cancel automatically when a trial ends with no payment method on file

  20. Tipping

    • Payments
    • Turn tipping on or off in invoice settings
    • Customers can add a tip when paying a job or service plan invoice from the customer portal
    • Pay service plan invoices from the customer portal

  21. United Kingdom and Australia

    • Platform
    • Servgrow is now available in the United Kingdom and Australia, with local formatting and messaging support

  22. Sign up and booking security

    • Security
    • Security improvements to the sign up form and online booking requests

  23. Company timezone setting

    • Platform
    • Scheduling
    • Choose your timezone in company settings, which clears up the timezone edge cases around scheduling and notifications

  24. Customer portal invitation security

    • Security
    • Security improvements to customer portal invitation emails

  25. Surcharge fees

    • Payments
    • Surcharge fee settings for the whole company
    • Surcharge fee settings on a single invoice

  26. 2-way texting registration

    • Messaging
    • Additional fields required for 2-way texting registration

  27. Custom invoice numbers

    • Invoicing
    • Set your own invoice numbering

2025

  1. Invoice settings

    • Invoicing
    • Invoice settings

  2. Profitability reporting

    • Reporting
    • Expenses and profit columns on reports
    • Payment method filter on reports
    • Profitability calculated on jobs and estimates
    • Updated payment summary logic

  3. Password reset

    • Platform
    • Reset your own password

  4. Job and estimate templates

    • Jobs
    • Estimating
    • Templates, so your most common jobs and estimates build themselves instead of being retyped every time

  5. Report filters

    • Reporting
    • Filters on reports

  6. Full-screen map and report columns

    • Dispatching
    • Reporting
    • Full-screen map view
    • Choose which columns appear on reports
    • More industries and interests at sign up

  7. Routing

    • Dispatching
    • Route optimization, so the day is ordered by the shortest sensible run rather than the order the calls came in

  8. Map view for the schedule

    • Dispatching
    • Scheduling
    • Map view on the schedule, showing every job and where your crews are

  9. The new Schedule

    • Scheduling
    • A rebuilt schedule with drag and drop across days and crews

  10. Expenses

    • Reporting
    • Payments
    • Expense tracking, so materials, fuel and subcontractors land against the job and the number you see is real profit

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