Changelog

Features

• Native form engine now auto-enables on upgrade — all public forms (pre-visit confirmation, crew checklist, and post-job feedback) switch to NoSavvy Native automatically after updating. No manual toggle needed. See Pre-Visit Confirmation Forms and Post-Job Feedback Forms.

Improvements

• Reports dashboard redesigned with a responsive KPI layout — changing the date range now updates charts without a page reload. See Understanding the Reports Dashboard.
• Job detail page now shows all form links in a single "Form Links" card visible to every user, replacing the role-gated split layout. See Viewing Job Details.
• Client name on job detail is now always clickable, linking directly to the client profile. See Viewing Job Details.
• Client list and detail pages now use standard WordPress theme headers and footers for more consistent rendering.
• Job status actions and note saves are more reliable, with clearer error messages when something goes wrong. See Viewing Job Details.
• Role assignment is simpler — only owners can assign the owner role; all other role assignments are unrestricted. See User Roles and Permissions.

Removed

• "Flag Issue" button removed from the job detail page — you can no longer manually flag a job. Existing flags still show "Resolve Issue." See Viewing Job Details.
• Form Engine switcher removed from Form Settings — the native engine is now the only option. The PATCH /form-engine API endpoint returns 410 Gone.
• "Client account type" filter removed from the reports dashboard — reports always show all client types combined. See Understanding the Reports Dashboard.

Fixes

• Login page now reflects the WordPress Site Icon and Custom Logo — changes to these settings appear on the NoSavvy login screen instead of a fixed asset.

Improvements

• Server-side validation on native forms — incomplete submissions are now rejected with clear error messages before they're saved. See Pre-Visit Confirmation Forms and Post-Job Feedback Forms.
• Double-submit protection on all public forms — once a client clicks Submit, further clicks are ignored until the submission succeeds or fails. See Pre-Visit Confirmation Forms and Post-Job Feedback Forms.
• Completed and archived jobs are now fully locked from being moved — both on the schedule board and via the API. See Using the Schedule Board.
• After switching a form type to the native engine, legacy Fluent Forms submissions for that type are automatically blocked — no duplicates from cached pages or old email links.
• Job dates and times are now standardized when saved, preventing future format mismatches across the schedule, jobs list, and reports.

Fixes

• Client names showing blank, "Unknown Client," or "Hello World" in activity logs and job details — now always displays the correct name. See Viewing Job Details.
• Job detail modal breaking for clients with apostrophes or quotes in their name — schedule cards now open correctly for every client. See Using the Schedule Board.
• Job cards disappearing or leaving ghost cards during drag-and-drop saves — cards stay visible until the move is confirmed. See Drag-and-Drop Scheduling.
• Tech users seeing jobs on the schedule board but not in their assigned jobs list (or vice versa) — both views now show the same jobs. See My Assigned Jobs and Using the Schedule Board.
• Phantom "Rescheduled" or "Time changed" activity log entries when nothing actually changed — activity history is now accurate.
• Older jobs missing from the home dashboard's "jobs today" count or appearing out of order — the dashboard now matches the schedule.
• Reports feedback chart bucketing feedback by submission date instead of the job's service date — reports now reflect when work was actually done. See Understanding the Reports Dashboard.
• Completed or archived job cards appearing as draggable on the schedule board — they now show as locked from the first load. See Using the Schedule Board.
• Pre-visit form submissions auto-advancing job status to "Ready" even when no time-confirmation question was shown to the client — status now respects the form's configuration. See Pre-Visit Confirmation Forms.
• Schedule board page rendering with stray theme elements around it — the board now displays cleanly within the app. See Using the Schedule Board.
• Dragging a job to the unassigned queue keeping the old date instead of the board's current date — jobs now adopt the date being viewed. See Using the Schedule Board.
• Clicking a job card mid-drag accidentally opening the job detail modal — dragging and clicking are now fully separate interactions. See Drag-and-Drop Scheduling.

Features

• Native form engine — pre-visit confirmation, crew checklist, and post-job feedback forms can now render as NoSavvy-native forms with dynamic interactions: reschedule fields appear instantly, forms lock after submission, and double-submits are prevented. Platform admins can toggle each form type between native and Fluent Forms. See Pre-Visit Confirmation Forms and Post-Job Feedback Forms.
• Form Engine switcher on the Form Settings page — admins can enable native forms per type or in bulk, with status badges showing the active engine for each form.

Improvements

• Login page no longer reloads on errors — inline messages appear instantly with a "Signing in…" loading state.
• All app pages now have proper page titles and consistent branding (favicon and sidebar logo) independent of the WordPress theme.
• Expired or invalid form links now show a branded, styled error page instead of a raw unstyled message.
• Profile avatar upload size limit increased from 2 MB to 5 MB. See Managing User Accounts.
• Form Settings page now saves with instant feedback and no page reload.

Fixes

• Schedule board drag-and-drop errors now display the actual server message instead of a generic "Network error." See Using the Schedule Board.
• Job detail actions (mark completed, archive, flag issue, delete) now show real error messages on failure instead of failing silently. See Viewing Job Details.
• Deleting a client now shows an error message and re-enables the delete button if the request fails.
• Password strength check on signup and password changes on the profile page now handle network failures gracefully.
• Company switcher error messages are now more accurate when a switch fails.

Features

• Change your password directly from the My Profile page — no need to go through the forgot-password flow. See Managing User Accounts.
• Pre-visit confirmation emails are now sent automatically when a job is created — clients receive service details and a one-click confirmation button. See Creating a Job and Pre-Visit Confirmation Forms.
• Simplified field view for techs — the Jobs list and Job detail pages now show a streamlined layout with pre-visit status badges, a quick checklist button, and simplified date filters. See Navigating the All Jobs List and Viewing Job Details.
• Call and Checklist buttons on mobile schedule cards — techs can call the client or open the job checklist without leaving the schedule. See Using the Schedule Board.
• Flag a job as an issue while adding a note — a new checkbox lets you flag the job at the same time you post a note. See Viewing Job Details.
• Help link in the sidebar — quick access to the documentation site.

Improvements

• The job detail page now separates Crew Checklist and Client Forms into distinct cards with copy-link and open buttons. See Viewing Job Details.
• Settings page subtitle adapts to your role — owners and managers see company management options; techs see a simpler account-focused view. See Company Settings.
• Techs in field view no longer see the "Assigned To" column or links to client profiles they can't access.

Fixes

• Fixed logged-in users getting stuck in a redirect loop after resetting their password.
• Fixed button hover and focus colors showing incorrect colors in certain contexts.
• Fixed lone action buttons on mobile schedule cards not spanning full width.
• Fixed sidebar role badges not aligning correctly. See User Roles and Permissions.

Features

• Commercial and residential account types for clients — tag clients as commercial or residential with dynamic form fields, badges, and list filters. See Adding a Client and Editing Client Information.
• Flag Issue button on job detail pages — flag problems with optional context notes; owners and managers are notified immediately. See Viewing Job Details.
• Demo workspace for platform admins — a pre-seeded sample workspace for training, demos, and screenshots, with a one-click reset tool.
• Interactive company switcher in the sidebar — switch between companies instantly without a full page reload.
• Account type filter on the reports dashboard — scope revenue and performance charts by commercial or residential clients. See Reports Dashboard.

Improvements

• All transactional emails (invitations, notifications, issue alerts) now use the branded HTML template with proper sender addresses.
• Pre-visit and feedback forms automatically adjust their wording based on whether the client is commercial or residential. See Pre-Visit Confirmation Forms and Post-Job Feedback Forms.
• Updated terminology throughout the app — "customers" is now "clients" everywhere, with copy tailored to cleaning businesses.
• Password reset flow improved — cleaner redirect, branded email, and a stronger 10-character minimum.
• Unified role badges (Owner / Manager / Tech) across the sidebar, team list, and profile pages. See User Roles and Permissions.
• Faster team management page for companies with many staff members. See Managing Team Members.
• Redesigned login, signup, and password reset pages.
• Signup rate limiting added to prevent automated abuse.

Fixes

• Fixed short-duration jobs clipping their title and time text on the schedule board. See Schedule Board.
• Fixed company names showing HTML entities (e.g. ’) in email subject lines.
• Fixed the home page greeting sometimes showing an email prefix instead of the user's first name.
• Fixed the jobs list showing a blank error when no company is selected — it now redirects to the home page.

Features

• Platform admin home page with an instructional card when no tenant is selected — explains how to use the Demo workspace and company switcher.

Improvements

• Platform admins now land in the Demo workspace by default on login instead of an arbitrary tenant.
• Email sender addresses now use the site's own domain for better deliverability.
• Public form submissions are validated before being stored, preventing incomplete or invalid entries.
• New signups load directly into the company workspace without an extra redirect.

Fixes

• Fixed platform admins getting stuck in a support view for a company they're no longer a member of.

Features

• Sidebar navigation with links to Home, Schedule, Jobs, Clients, Team, Reports, and Settings.
• Job creation, editing, and detail pages with full status lifecycle (Scheduled → Ready → In Progress → Completed → Archived), line items, and recurring schedule options. See How to Create a Job, How to Edit or Update a Job, and Viewing Job Details.
• Drag-and-drop schedule board with per-tech columns, unassigned job queue, and mobile-friendly list view. See Using the Schedule Board and Drag-and-Drop Scheduling.
• Client management — searchable list, add/edit pages with address fields, detail page with full job history, and inline quick-add modal on job forms. See How to Add a Client and Viewing Client History.
• Reports dashboard with KPI cards, trend charts, and date range selector. See Understanding the Reports Dashboard.
• Redesigned home page with role-based views — stat cards and quick actions for managers, "Next Up" job card for techs.
• Team management pages with role selector cards and active job count indicators. See Adding and Managing Team Members.
• Platform admin support view — enter a tenant's workspace with a visible banner and exit button.
• Completion guard modal — warns of incomplete pre-visit or checklist before marking a job complete.

Improvements

• Public forms (pre-visit confirmation, crew checklist, post-job feedback) now validate signed access tokens before accepting submissions. See Pre-Visit Confirmation Forms and Post-Job Feedback Forms.

Initial release of NoSavvy.