ServiceMonster Release Notes

Added Position column to default for Routes grid view.
Fixed an error when filtering Payments grid.
Fixed an error that sometimes appeared in Tags on Account Details page.
Fixed an error that caused techs on appointments to not update correctly.
Fixed an error encountered by some users when exporting customer list.
Fixed an issue with Account History.

Added an Audit tab to employee/user page.

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Release Notes for: v6.10.14
Released on: 9/22/2025

FIXES:
FMS billing receipts now show correct amounts
Fixed an error that occurred when navigating to the Contact Us modal
Updated a note for QuickBooks exports

NEW:
Toggle for Service Item descriptions now remembers state between orders
New automated SMS message can be sent when order is changed to invoice for the first time
Added a new “Final Fee” column on the Transactions page

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Release Notes for: v6.10.12.3
Released on: 8/28/2025

NEW:

Credit Transactions grid has been reworked and renamed Transactions.  It displays credit card transactions in one view and direct debit transactions in another.  New columns have been added to both views.

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FIXES:
Fixed an error when navigating to an employee’s user access page.

NEW:
Added Transaction Fee, Memo and Transaction ID columns to Credit Transactions grid
Update QuickBooks Online integration to include credit card fees
Added configuration fields for expense account and bank account in QuickBooks Online integration

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FIXES:
Multiple fixes to QuickBooks integration

NEW:
Added Credit Transactions grid
Expose Account Payment Methods tab to corporate accounts

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FIXES:
Fixed an issue where some users couldn’t upload custom content for FMS orders
Fixed an issue where ServiceMonster Pay users couldn’t deactivate a bank account
Fixed an issue with ServiceMonster Pay payment link for Canadian customers
Fixed an issue with the QuickBooksOnline exporter to enable payment options
Fixed an issue with commissionable base sale calculations

NEW:
Updated ServiceMonster Pay onboarding flow
Updated contact/support form

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FIXES:

Fixed an issue with surcharges being applied when they shouldn’t be.
Fixed an issue caused by moving the Apply Payment modal.
Fixed an issue with commissions calculations.
Fixed an issue when creating a billing statement from an account page.

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NEW:
Rollout new ServiceMonster Pay integration.

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NEW:
Replacing route’s tech now updates techs assigned to future activities on that route
Manually sending SMS appointment confirmation now updates notification list in appt details modal
Added a quarterly billing cycle option for subscriptions
Added custom date ranges for FMS campaigns

FIXES:
Fixed an issue where FMS order run date displaying wrong date on order history modal
Fixed an issue where sometimes a newly created order didn’t show up in the mobile Recent list
Fixed an issue where appointments created in Responsibid were not syncing correctly to Google Calendar
Fixed an issue where some users where seeing multiple instances of the same appointment on the schedule
Fixed an issue where some users saw an error when clicking on links in FMS campaign history
Fixed an issue where comma in estimated yearly total was in wrong place
Updated UI for recurring appointments on account overview page

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NEW
Audit records for employee/user changes and creation are now visible in Settings > Audit.
New instructions for QuickBooks IIF export on the Accounting page after generating IIF file.
.heic files can now be uploaded as order images.

FIXES
Fixed an issue where email address character limit was preventing scheduling appointments for some accounts.
Fixed an issue that caused marketing campaign filters to disappear.
Moving an appointment on linked Google Calendar now moves the associated appointment in the SM6 schedule.
Fixed an issue that sometimes caused the account lead source to be displayed as the order lead source in the orders list.
Fixed an issue that sometimes caused the order lead source to be displayed as the account lead source in the accounts list.
Improved the audit record for recurring appointments.
Fixed an issue that was causing duplicated events to be created in a linked Google Calendar.
Fixed an error preventing uploading custom social media images.
Fixed a calculation error with Marketing Top Campaigns (90 days) dashboard.
Fixed an error that prevented some users from signing up for Fill My Schedule.

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NEW
Updated UI for Duplicates page in the settings to make the experience of finding and fixing duplicate accounts easier
Added new help resource center (replaces old help menu)
SendJim integration will now automatically sync new accounts created in ServiceMonster
SendJim integration now creates an Account Activity when new accounts are synced with SendJim to show the results of the export. If an account fails to sync with SendJim, this will show what caused the failure (e.g. invalid postal code, etc)

FIXES
Fixed an issue where some users' Arrival Windows setting would get reset back to default settings intermittently
Editing an existing payment now properly updates the order balance due immediately
Dragging and dropping an appointment to a new date/time/route will no longer show “invalid date” on the hover details
 Large imports handled via the mobile app will no longer have a timeout error
Attempting to upload an image file type that is unsupported will now properly throw an error message
Fixed an issue where clicking the details tab on a New Order prior to saving caused a 2nd New Order to open'
Google Calendar sync will no longer fail if quotation marks are present in the appointment notes
Prospect accounts grids will now properly show updated email addresses
Data import tool will now import Last Invoice Amount field even when formatted as currency
Updated commissions to better reflect discounts when applying a base commission rate
Appointment Reminder notification settings modal UI and formatting update
Lead sheet duplicate account tab UI improved so that long overflow text no longer breaks the page layout

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Release Notes for: 6.8.2
Released on: 7/15/24
NEW
SM Pay 2.0 is now available in the MarketPlace (as of 12:30 pm PT on 7/16)
SM Pay via Paysafe, Stripe, and Authorize.net MP listings have been deprecated for users who have never signed up for their services. Users who HAVE signed up in the past, will be grandfathered in and continue to have access to their MP config.
SM Pay void button verbiage updated to better convey that users need to also void/refund the payment in the back office portal

FIXES
Fixed intermittent red light error on Home v2.0 that occurred immediately after logging in
Updating FMS campaign name will now updated the marketing campaign history name after that FMS campaign has been run

 

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NEW
Added filter to restrict file types that can be uploaded via ServiceMonster. An error message will display if attempted to upload an unsupported file type.
“Locked” field is now labeled “Locked Price” on the products/services screen to reduce confusion
Renamed “Advanced Options” button to “Merge Fields” in the email templates editor
Refreshed icons across app and updated Account Icon to be 2 person “user-group” rather than 3 for better spacing

FIXES
Sales by Month dashboard on Home v2.0 now properly displays Pre-tax Totals rather than Grand Totals
Fixed an issue with the Google Calendar integration where moving appointments in SM would sometimes cause duplicate events to show in Google Calendar.
Fixed an issue where some cities wouldn’t show properly in the address widget after looking up an address
Added additional exception handling for authorize.net transactions
FMS campaigns can no longer be deleted once they have been approved to be printed
Fixed an issue where some users could not view past months while in the month view of schedule v2.0
Fixed an error when navigating to the SendJim Marketplace listing
Fixed MTD calculation for previous year on Home v2.0 Company Summary to account for leap year

 

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NEW

Recurring appointments tab on an Account now shows start date column
Accounting, Agent, and Agent Limited roles can now view audit trail
Accounting, Agent, and Agent Limited roles can no longer view the “General,” “Arrival Windows,” or “Colors” tabs in the Schedule Settings
Added “Amount” column to Contracts tab when viewing an Account
Tax rates now allow up to 4 decimal points
FIXES

Creating a new “Advanced Marketing Campaign” will no longer throw an error when saving
Email, User Name fields on a brand new employee page no longer try to auto-fill with info from account that’s logged in
Users can no longer deactivate last remaining active route
Removed “Z” (zulu) formatting from time stamp on Account Overview page
Fixed an issue where Arrival Window settings were not being saved correctly for some users
Fixed an issue where the “unsaved changes” prompt was incorrectly showing when navigating to the Account Profile tab
Generating Billing Statements by date range UI updated to be more clear what date range is being viewed
Fixed alignment issues for images when viewing email template preview\
Service Item grid list page selector will now allow user to navigate to 2nd page if needed
SendJim button on the Account page properly opens if integration is turned on
SendJim integration now properly sends Address 2 info from SM → SendJim
Quick Add schedule page now properly shows the week users were currently viewing (rather than defaulting to the current week) if adding an appointment directly from the schedule
SMS activities from the mobile app now properly show template name and resolved merge fields when viewing the saved activity

 

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Released on: 3/5/24 

New:

FMS 2.0 is live!

Monthly planner / calendar view is live! \

Updated calendar widget arrows on the weekly schedule to move forward/back 1 week (single arrow) or 1 month (double arrow). These same arrows move forward 1 month (single arrow) or 1 year (double arrow) when viewing the monthly planner.

Updated several areas in the Schedule Settings:

Added schedule setting for “Days of the Week open” which will add a UI element on days when the office is closed

Added additional options relating to the “show route totals” section

Batch update tool to mark activities as complete added to Activities List

Email address UI improvements when adding additional email addresses to an account

Email address auto add prompt if sending to an email address not already listed on the account

Added “Disposition” and “Disposition Note” columns as default columns on the “Declined Leads” list

Added email and marketing merge fields:

CURRENT_DAY_OF_WEEK (e.g. Monday, Tuesday, etc for the current day when sending an email)

CURRENT_YEAR (2023, 2024, etc for the current year when sending an email)

CURRENT_DATE_LONG (May 1st, June 3rd, etc for the current day when sending an email)

APPT_START_DATE_LONG (May 1st, June 3rd, etc for the scheduled appointment date when sending an email)

SALES_REP (shows name of employee attached as sales rep to the order)

Added order form merge fields

ARRIVAL_WINDOW (e.g. shows “Arrival Window: 8 - 10 am” if arrival window setting is enabled or “Arrival time: 8 am” if not)

ARRIVAL_WINDOW_START (8 am if using above example)

ARRIVAL_WINDOW_END (10 am if using above example)

Added a warning dialog when attempting to complete a lead without a payment record

Updated Contracts List with new default views, updated default columns, and ability to add/remove columns

Order Memo field character count increased to 4000 characters

Updated the MarketPlace to separate SM Tools and 3rd party integrations

Added additional tax component field in the “Tax Settings” page

Updated UI/UX for the “forgot password” process on the login page