Doorstep
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Changelog
What's new
The latest updates to the Doorstep platform.
June 30, 2026
v2.1
Property manager portal, solo operator mode & voice memos
New
Property manager portal — PMs get a multi-property dashboard showing all managed units' appointments, invoices, and equipment in one view
New
Property manager admin — contractors can add PMs, assign customer addresses to each, and manage access from the admin sidebar
New
Solo operator mode — contractors who work alone can auto-assign all jobs to themselves; dispatch UI adapts accordingly
New
Voice memos in tech portal — techs record hands-free notes using browser SpeechRecognition; transcripts save to the job record
New
Call customer — one-tap phone button in tech job detail opens the dialer with the customer's number pre-filled
June 30, 2026
v2.0
Tipping, service history, LTV, cancellation policy & maintenance calendar
New
Tipping — homeowners can tip their tech after paying an invoice; suggestion percentages configurable in settings
New
Service history as asset — equipment detail page shows full chronological service timeline with notes, parts, and next service date
New
Maintenance calendar — contractor or tech sets a recommended next service date after completing a job; homeowners see it on the equipment page
New
Customer LTV — lifetime value table on Analytics (top 10 by spend) and LTV column on the customer list; top-5 widget on the dashboard
New
Cancellation & no-show policy — configurable fee window, late cancellation fee, and no-show fee; inline confirmation flow on appointment detail
New
Job tags — contractors configure a tag library (Warranty, Callback, Emergency, etc.); techs and admins tag jobs from appointment detail
New
Next service recommendation from tech portal — after marking a job complete, tech can set the recommended return date without leaving the app
June 30, 2025
v1.9
Checklists, payroll export, filtered outreach, push notifications & PWA
New
Job type checklists — configurable per service type; tech portal enforces required items before job completion
New
Payroll CSV export — clock hours per tech with estimated pay, date-range filter, one-click download from scorecard
New
Filtered outreach — segment contacts by inactivity, job value, and service type before sending
New
Tech portal PWA — service worker caches job data so techs can view jobs when signal drops; offline banner auto-shows
New
Push notifications wired — "tech is on the way" fires to homeowner when job status hits En Route (requires VAPID setup at go-live)
New
Tech performance scorecard — per-tech KPIs: jobs completed, completion rate, avg duration, clocked hours, callbacks
New
Multi-step follow-up sequences — configurable day-offset SMS chains replacing single win-back shot
Improved
Referral page stripped of incentive/reward language — link sharing remains, no dollar promises
June 30, 2025
v1.8
Dispatch board, lead capture, job costing & more
New
Visual dispatch board with drag-and-drop assignment and time grid — techs visible at a glance
New
Route optimization per technician using nearest-neighbor geocoding
New
Lead capture embed — iframe form for any website; leads show up in the new Leads inbox
New
Job costing — revenue vs parts vs labor, with per-job gross margin (last 90 days)
New
Estimate-to-job conversion funnel added to Analytics
New
Win-back automation — auto-text inactive customers after configurable inactivity period
New
Clock in / clock out per job in tech portal — tracks total time on site
New
Parts & materials log per job — itemized list with quantities and costs
New
Customer signature capture on tech's phone using touch-friendly canvas
New
Next job auto-advance card after completing a job — one tap to navigate
June 15, 2025
v1.6
Insurance documents, portal live map
New
Technician insurance document upload and expiry tracking in admin
New
Live tech GPS map in homeowner portal (during En Route / In Progress only)
Improved
Tech portal day view redesigned for easier mobile use
Fixed
GPS tracking now stops when job status leaves En Route / In Progress
May 28, 2025
v1.5
CRM integrations health panel
New
Integration health dashboard shows sync status across GoHighLevel, Jobber, ServiceTitan
New
GHL credentials page at /integrations/ghl — fix broken Connect GHL button
Improved
All integration routes now use requireEnv helper to fail clearly on missing secrets
May 10, 2025
v1.4
Mobile marketing site fixes
Fixed
Marketing grid sections no longer overflow on small screens
New
Trade vertical nav dropdown added — all 10 vertical landing pages in one menu