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Release Notes 3.16.2026

What's New & Improved

This release includes several workflow improvements to pinned notes, the scheduler appointment drawer, and equipment reports. 

  • Updating Functionality of Pinned Notes: Pinned notes now behave as expected. When a note is pinned, it remains fixed at the top and visible to users regardless of the original note date.

  • Appointment Drawer Updates: We’ve introduced several improvements to the appointment drawer:

    • Customer contact details are now displayed, including a link to the customer profile (via the customer name) and quick access to call or email using on-file contact information. 

    • Technician contact details are now available, including a link to the technician profile (via the technician name) and quick access to their phone number. 
    • Pinned notes from the customer record are now directly viewable within the appointment drawer. 
  • Equipment Reports Update: Equipment reports now include an Equipment Notes column in exports. Navigate to Reports > Customers > Equipment to access the updated report. 
  • Ability to Add Photos on Past Appointments via Sera Mobile: 

    Sometimes you finish a job and realize later that you forgot to add a photo or video. With Sera, Technicians now have the ability to add Photos and Videos on past appointments using the Sera Mobile app.