12/18/25 Release
Attach files to notes & tasks
Email integration re-authentication
Service request category added to service pipeline cards
Attach Files to Notes & Tasks
You can now attach files directly when creating Notes or Tasks, making it easier to keep important context in one place.
What’s New
Add one or multiple files to a Note or Task
View attached files directly within the activity
Files added to Notes will sync to your AMS (for supported integrations)
Files added to Tasks will be stored in the customer’s Documents section
This eliminates the need to upload files in one area and document in another. Everything stays connected—improving handoff clarity, reducing duplicate work, and helping teams complete service items with confidence.
Email Integration Re-authentication
If your connected email stops syncing, you no longer need to disconnect and reconnect. There is now a Re-authenticate Email option.
What’s Improved
Refresh your connection without losing access to existing scheduling pages
If you do choose to disconnect, you’ll now see a warning that existing scheduling pages will be removed
This prevents accidental disruptions to your workflows and ensures smoother communication with your customers.
Service Request Category Added to Service Pipeline Cards
You can now display the Service Request Category directly on cards within your Service Pipeline.
What You Can Expect
New field available in the Service Pipeline card designer
Easily view the type of service request at a glance
This is especially helpful for general service pipelines where multiple request types are managed simultaneously.
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