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July 2026 Release Notes

G
Written by Guy Halperin

🚀 7/16 Release

✨ Enhancements

🔧 Job-Based Plans (new plan type)

  • Brand-new plan type where awards are calculated per job from your field-service data: plan structure, API, calculation engine, and award rollup

  • Plan builder wizard: eligibility + award rules, award modes, additional KPIs and qualifiers steps, and a distribution review + confirmation flow

  • Admin plan view: Plan Summary cards with right sidebar, Performance tab with a Jobs sub-pane (expandable per-employee drill-down) and an Individual Performance sub-pane

  • Per-rule payout breakdown drawer on the admin Payouts tab

  • Employee experience: Jobs tab on the plan page (web)

  • "Refresh sync" on the Performance tab triggers an Integration Hub sync + award recalc, and awards now also recalc automatically when a sync completes

  • New "Job Name" system field, saved and shown alongside Job ID on job results

  • Data attributes catalog powering job-field mapping

  • Text-based eligibility rules (e.g., Callbacks is "No")

  • Custom SQL job-award metrics for advanced award formulas

  • Per-plan dataset selection (primary + optional join dataset) in backoffice

  • Employee matching on job data now works across all providers (Google Sheets, Jobber, Housecall Pro, etc.), not just ServiceTitan

  • Integration Hub metric preview now shows the actual list of jobs with amount, date, and employee

  • Award titles now show the metric name (e.g., "Gross Profit") instead of the raw formula

  • Custom attribute naming is now inline in the dropdown instead of a separate component

👥 People

  • Role levels can now be changed even when actively used in a plan

🐛 Bug Fixes

🔧 Job-Based Plans

  • Added mapping-time warnings that flag columns whose values can't be read as the target attribute (e.g., dollar strings mapped to a percent field)

  • Job rows missing an employee value are now skipped instead of failing the whole dataset

  • Job-rows date filter no longer silently returns every job for every period on sheet-based sources

💰 Payouts & Plans

  • Fixed ratings not saving during distribution review after enrollments were changed mid-session on a pool plan

  • Fixed data not saving on manual review distributions

📊 Metrics & Data

  • Dataset "last updated" date now matches the actual last sync time

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