ServiceFactor Release Notes: June 2nd 2026
Reporting and PM contract reliability
- Service Agreements in their renewal period and missed renewals now have a dedicated tab under Agreements
- Contract Required Materials Report date range filter now extends beyond one month, so you can run the report across a full year for annual vendor purchase planning.
- Work Order Profit Report can now be filtered by bill-to customer.
- Customer Billing Report export now includes an additional email column.
Billing and payments fixes
- Sales tax rounding on the Sales Tax Report corrected.
- Job-cost POs paid through QuickBooks Desktop now reflect paid status back on the work order when the bill is paid in full.
- No-charge work order POs no longer push sell price onto the work order
- invoice on recalculation.
- Online payments now record the correct payment date.
Work order and quoting fixes
- Work order priority sticks reliably on the first selection.
- Quote and proposal editor formatting matches between the on-screen view and the printed/PDF output.