Changelog

Note: This page is generated from the web app release data. From apps/docs, run pnpm sync:changelog after editing JSON in apps/web/src/pages/release-notes/data/.

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Issue 009 — 2026-04-05

Multi-currency, Polish, and a faster command palette Recent updates make product news easier to follow, add multi-currency support where you create invoices and manage clients, expand language options, and speed up navigation across the app.

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Features

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Multi-currency on clients and invoices

Choose the currency for an invoice with a searchable picker and flags, and work with client-level currency preferences so amounts match how you bill and get paid.

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Polish language

Heffl is available in Polish in addition to existing languages, so more teams can use the product in their preferred language.

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Improvements

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Command palette and settings navigation

The command palette and settings navigation were refined so you can jump to pages and tools faster with fewer clicks.

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Issue 008 — 2026-03-27

From list speed to document workflows and reliability This release focuses on faster list navigation, broader sales and document workflows, stronger message templates, and a wide set of reliability fixes across CRM, projects, and field service.

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Features

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Instant Form Share Responses

Added an option to view form share responses instantly from the form share view, making it easier to validate and react to new submissions in real time.

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Project Template Assignee Replacement

Projects created from templates can now remap template task assignees during setup. Teams can replace template users with current assignees or leave tasks unassigned, making template-based project creation much more practical across different teams.

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Bulk Job Completion

Field service teams can now complete multiple jobs in one action from the jobs list. Completing jobs in bulk also closes linked schedules that are still pending so job and schedule status stay aligned.

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Message Templates for More Entity Types

Message template entity resolution now covers a wider set of records, including quotations, invoices, deals, leads, clients, bills, proforma invoices, purchase orders, and sales orders. Template boilerplates and variable metadata were also expanded so personalization works across more document workflows.

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Email Actions for More Document Types

Email sending was extended and unified for bills, purchase orders, sales orders, and proforma invoices. Detail pages now expose more direct email actions, and the send pipeline produces more consistent document names and defaults across document types.

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Required Salesperson and Job Fields

Teams can now require a salesperson on quotations and enforce required fields such as salesperson, payment method, and LPO number on field service jobs, with clearer validation messages when details are missing.

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Improvements

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Sidebar and Navigation Polish

Sidebar expand controls and team-switcher navigation were refined for cleaner behavior and better nested-item presentation. These updates make the newer navigation surfaces feel more consistent across the app.

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Fixes

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Lead Stage Change Triggers

Fixed an issue where automations and triggers were not reliably firing when lead stages were updated, so stage-based workflows now run consistently.

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Issue 007 — 2026-03-10

This release improves how projects are created and managed, with better templates, clearer workflows, and more flexible task views.

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Features

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Richer Project Templates

Templates can now include defaults for project title, description, lead, assignees, tags, and predefined line items with totals. When a project is created from a template, these values are applied automatically.

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More Detailed Template Tasks

Tasks inside templates now support types such as task, meeting, and call, along with priority, due-day offsets, assignees, tags, workflow stage, and subtasks in a cleaner editor. Template task lists are also easier to scan and reorder.

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Stage-Based Task Workflow

Project task lists can now be grouped by workflow stage. Tasks can be reordered within a stage or moved between stages with drag-and-drop, and new tasks can be created directly inside any stage group.

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Flexible Task Views

Tasks can now be viewed in table, calendar, kanban, or gantt layouts. Custom views can be saved and accessed as their own tabs so teams can work in the layout that fits their workflow.

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Improvements

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Faster Project Setup

Creating a new project now starts with a pipeline selection step followed by a template picker. Teams can begin with a blank project or choose a template in the same flow, making project setup faster and clearer from the start.

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Issue 006 — 2026-03-07

Major public API expansion, automation upgrades, integrations, and broad platform reliability improvements.

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Features

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Public API Expansion with Public IDs

Expanded public API coverage with broader CRUD endpoints across core CRM entities, migrated routes to public IDs, and improved OpenAPI documentation for external integrations.

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Advanced Automation Capabilities

Added date-based triggers, delay actions, richer trigger outputs, enhanced control-flow handling, webhook action improvements, and expanded automation templates including agency-focused flows.

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Integration Suite Enhancements

Shipped and improved Zapier, Fathom, TidyCal, Cal.com, LunaCal, WhatsApp, and SMTP integrations with stronger setup flows, validation, and webhook handling.

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Forms and Custom Fields Expansion

Introduced Heffl AI-powered form import, form sharing and deletion capabilities, and expanded custom field support including KEY_VALUE, SIGNATURE, RATING, OPINION_SCALE, and BOOLEAN field types.

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Client Portal and Payment Schedule Updates

Enhanced client portal workflows with payment scheduling improvements, overdue visibility, project files support, and refined access handling for contacts and clients.

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Improvements

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Tax Treatment Coverage Across Sales and Purchases

Extended tax treatment logic and tax treatment code support across line items, bundles, invoices, bills, expenses, field service, and related schemas for more consistent accounting behavior.

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Dashboards, Data Grids, and UI Performance

Added new dashboard widgets, improved table persistence and loading behavior, and delivered broad accessibility and performance refinements across UI components and list views.

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Project and Task Workflow Enhancements

Upgraded recurring task/profile workflows, improved task modal ergonomics, added attachment-related improvements, and refined project/task data handling for better day-to-day execution.

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Documents, Templates, and Print Experience

Enhanced document template rendering and navigation, improved quotation and invoice actions, expanded page number controls, and improved print/PDF rendering behavior.

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Email and Messaging Workflow Refinements

Improved email normalization and send pipelines, added/expanded CC-BCC and attachment handling, and improved message template personalization and delivery reliability.

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Bug fixes

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Integration Reliability and Sync Fixes

Resolved multiple issues across calendar and integration sync flows, webhook edge cases, OAuth/config handling, and provider-specific delivery behavior.

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Platform Stability and Quality Fixes

Addressed a broad set of platform fixes across CRM, documents, tasks, forms, field service, and admin surfaces, including many low-level stability and regression patches.

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Issue 005 — 2026-01-04

Performance improvements, quick actions, invoice subject fields, and client portal updates.

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Features

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Quick Actions Feature

Quick actions in sidebar for faster access to frequently used features.

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Subject Field for Invoices

Added subject field to invoices for better organization.

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Links in Files (Client Portal)

Added links support in client portal files.

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Bulk Actions for Timesheets

Added bulk actions for timesheets to manage multiple entries at once.

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Improvements

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Client Portal Settings Revamp

Redesigned client portal settings with improved UI and preview.

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Client Portal UI Fixes and Enhancements

Fixed UI issues in client portal and improved visual consistency.

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Project List Improvements

Improved project list performance and added new features.

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Message Templates with Contact Variables

Added firstName and lastName variables to message templates.

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Entity Selector Enhancements

Improved entity selector component across the platform.

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Bug fixes

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Fixed Project Routes and Timesheets

Fixed issues in project routes and timesheets.

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Various Bug Fixes and Improvements

Fixed various bugs and improved performance across the platform.

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Issue 004 — 2025-12-29

This release brings significant enhancements to the client portal with projects integration, new API endpoints for tasks, comprehensive custom fields improvements, enhanced form capabilities, improved client onboarding experience, and various bug fixes and performance optimizations across the platform.

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Features

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Task API Endpoints

Added both public and regular task API endpoints, enabling external systems to create, read, update, and manage tasks programmatically. This opens up new integration possibilities for task management.

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Custom Fields Enhancements

Enhanced custom fields functionality with improved field management, better handling of duplicate field names, and streamlined field configuration across the platform.

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Form Ending Page with Redirect URL

Forms now support custom redirect URLs after completion. Configure a redirect URL in your form settings to send users to a specific page or website after they submit the form.

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Improvements

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Activity Timeline Improvements

Added meeting activity button to the activity timeline. Leads and deals now use activity timeline actions for better tracking and visibility of all interactions and updates.

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Download Progress Modal

Added download progress feedback for invoices and quotations. Users now see real-time progress indicators when downloading documents, providing better visibility into download status.

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Message Templates with Contact Variables

Message templates now support firstName and lastName variables for contacts, enabling more personalized communication. Use and in your templates for dynamic personalization.

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Block Editor Enhancements

Refactored block editor components with TypeScript improvements and enhanced MiniRichTextEditor. Improved code quality and maintainability while maintaining all existing functionality.

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Date Format Support

Added date format functionality across the platform, providing consistent date formatting options and better date handling in various contexts.

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Email Templates Updates

Updated email templates for clients, companies, and resources with improved content and better formatting for enhanced communication.

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Resources Page with Videos and Changelog

Enhanced resources page with video content and integrated changelog functionality, providing users with better access to learning materials and release information.

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Bug fixes

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Fixed Deals Search Issue

Resolved search functionality issues in the deals section, ensuring accurate and reliable search results.

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Fixed Lead Conversion Issues

Fixed various issues related to lead conversion process, ensuring smooth conversion of leads to deals and clients.

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Various Bug Fixes

Fixed multiple bugs across the platform including UI improvements, form handling fixes, client page view issues, and various performance optimizations.

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Issue 003 — 2025-12-12

This release brings significant enhancements to automations with templates and duplicate functionality, improved deal management with rotten deals tracking, comprehensive form improvements, new field service reporting capabilities, and various performance optimizations across the platform.

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Features

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Automation Templates

Browse and use pre-built automation templates to quickly set up common workflows. Templates are now available in the automations section with preview functionality.

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Duplicate Automation Functionality

Duplicate existing automations with a single click. All automation steps and configurations are preserved, making it easy to create variations of existing workflows.

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Rotten Deals Tracking

Visual indicators for deals that haven’t been updated within their configured rotting period. Rotten deals are now displayed in both kanban and mobile views with badges showing how many days they’ve been inactive.

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Form Display Settings

Added display settings for forms allowing you to control logo visibility, title and description display, and progress bar visibility. Configure these settings in Form Settings.

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Field Staff Work Report

New comprehensive report showing field service staff work hours, services breakdown, and performance metrics. Filter by date range and specific staff members.

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Quotation Automation Triggers

Automation triggers for quotation events - created, updated, and deleted. Set up automations to respond automatically to quotation lifecycle changes.

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Lead and Deal Stage Changed Triggers

Automation triggers that fire when leads or deals move between stages. Configure stage-specific automations with stageId and dealPipelineId inputs.

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Lead Creation from Webhook Trigger

Create leads automatically from webhook triggers. Integrate external systems to create leads in your CRM when specific events occur.

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Create Task Action in Automations

New automation action to create tasks automatically. Use this action in your automation workflows to generate tasks based on triggers.

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Rich Text Editor for Automation Email Body

Rich text editor now available for email body fields in automations. Format your automation emails with rich text formatting, links, and more.

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iOS App Back on App Store

Our iOS mobile app is now available again on the App Store. Access your CRM, manage deals, leads, and projects on the go with our native iOS application.

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Duplicate Leads Functionality

Option to enable duplicate leads functionality in settings. Once enabled, you can quickly duplicate existing leads with a single click. All lead information, custom fields, and associated data are preserved, making it easy to create similar leads or follow-up opportunities.

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Improvements

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Schedule Details Enhancement

Schedule details now use structured data selection for better performance. Improved query handling in schedule details modal.

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Integration List Optimization

Optimized integration list with search functionality. Improved performance and user experience when managing integrations.

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Bug fixes

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Various Bug Fixes

Fixed multiple bugs across the platform including form handling issues, automation trigger fixes, lead creation fixes, and various UI improvements.

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Issue 002 — 2025-11-25

This release includes significant API enhancements, email integration improvements, notification system upgrades, new integrations, code refactoring for better maintainability, and various bug fixes across the platform.

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Features

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Public API Update Endpoints

Added Update endpoints for clients and leads.

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Form Response Webhook Trigger

Webhook trigger for form responses.

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German, Romanian Language Support in Client Portal

Added German and Romanian language support to the client portal.

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Improvements

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Email Integration Encoding Fixes

Improved email sending for Gmail, Outlook, and Zoho Mail integrations.

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Bug fixes

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Fixed Email Subject Encoding

Fixed email subject line encoding for Gmail integration to properly handle non-ASCII characters and special characters in email subjects.

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Issue 001 — 2025-11-20

So much has happened since the last release. We’ve added a lot of new features and improvements to the system. We’ve also fixed a lot of bugs and issues.

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Features

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E-signature Support for Quotations

Introduced e-signature support for quotations. You can now enable this in Document Templates → Template Settings.

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Stripe Integration (Beta)

Stripe integration (Beta) is now available for online payments.

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Multi-language Support in Client Portal

Added multi-language support in the client portal for quotations and invoices — now supporting Dutch, French, and German.

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Embed External URLs in Client Portal

You can now embed external URLs directly inside the client portal.

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Webtabs Support

Added webtabs support, allowing you to display custom web content within the system.

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Webhooks for Major Events

Introduced webhooks for all major events, enabling deeper integrations.

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New API Endpoints

New API endpoints are now available to extend system connectivity.

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Improvements

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Location Support for Zoho Books Integration

Added location support for Zoho Books integration.

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Location Links in Google Calendar Sync

Added location links support in Google Calendar sync for meetings.

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Fixed Google Calendar Sync for Tasks

Fixed Google Calendar sync issue for tasks.

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Updated Invoice and Quotation Preview

Updated invoice and quotation preview to improve clarity and design.

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Separate Product Descriptions

Added separate product descriptions for improved visibility.

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More Customization Options

Added more customization options for branding and layout.

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Bulk Delete for Products

Added bulk delete option for products.

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Rebuilt Bulk Import

Bulk import for clients, deals, and leads fully rebuilt — now more accurate, faster, and reliable.

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Kanban Boards Fully Revamped

Kanban boards fully revamped — significantly improved performance, smoother drag-and-drop, and bug-free.

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Bug fixes

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Fixed Notification Issues for Tasks

Fixed various notification issues related to tasks.

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