Release Notes September 2025

Mothernode customers should take note of the following significant changes and updates that are now available in their Mothernode account. As always, we encourage users to read the release notes. This release contains new features, enhancements, workflow changes, and bug fixes. Some of these features were introduced throughout the year and are now formally assigned a release. New tutorials and product videos are available at www.youtube.com/mothernode

Tasks

  • Improved Intake Form Reliability: Task fields now save correctly from intake forms, ensuring smoother data capture.
  • File Management Enhancements: Users can now delete old file versions within tasks, keeping file libraries clean and current.
  • Streamlined Navigation: A new “Filter by Module” option in the Files tab allows for faster access to relevant files.
  • Enhanced Duplicate Detection: The Duplicate Contact report now includes vendor contacts, helping eliminate redundancies.
  • UI Enhancements: Minor display updates have been applied to the Submittal Approval section for a cleaner experience.
  • Accurate Scheduling: Resolved an issue where jobs improperly spanned multiple days on the calendar.
  • Inventory Accuracy: Improved inventory calculations now reflect correct reorder points within tasks.
  • File Deletion Enabled: Users can now delete files from within tasks without issue.
  • New Scheduling Field: A start date column has been added to the Tasks list view for better planning visibility.
  • Improved BOM Interaction: The Remove button in the production Bill of Materials (BOM) now functions as expected.
  • Real-Time Task Tracking: Actual time in Task windows now refreshes instantly after entries are saved.
  • Task List Redesign: Updated task list now features a modern Gantt view and integrated calendar support.
  • Smarter Task Calendar: Tasks can be added by due date, with sticky filters and quick Light Window access.

Email

  • Enhanced Template Functionality: Email templates now support Deposit Invoice Numbers and the Balance Due field for clearer communication.
  • Improved Notifications: Task notification emails now contain functional links for easier access.
  • Expanded Delivery Support: Additional allowed domains for system emails improve delivery rates and reduce failures.
  • Attachment Limit Increased: Attachment size has been raised from 5MB to 25MB to match Gmail and Outlook 365 policies.
  • Professional Polish: Corrected a minor typo in email templates—“Project Manager” now displays correctly.

Job Board

  • Improved Scheduling Visibility: Unscheduled orders now appear in the Job Board calendar view.
  • Better Order Tracking: Filters and sorting options for overdue or behind-schedule orders enhance workflow oversight.
  • Production Filter Added: Filter production items on the Job Board for a more focused view of manufacturing tasks.
  • Due Dates Restored: Scheduled due dates for orders now display correctly.
  • User Navigation Fix: Time entry user list within Job Cards now supports proper scrolling.
  • Streamlined Job Board Data: Job Board information now loads seamlessly in both Orders and Production Orders.

Deposits

  • Accurate Calculations: Voiding deposits now calculates totals correctly, ensuring financial accuracy.
  • Improved Reporting: Export of deposit invoices in custom reports functions reliably.
  • Settings Completion: The missing deposit requirement field has been restored in settings.
  • Status Accuracy: Deposit invoices now correctly reflect order statuses.

Stripe Integration

  • Expanded Payment Options: ACH (bank transfer) payments are now supported through Stripe integration.
  • Improved Payment Processing: Multiple backend updates ensure smoother Stripe payment flows.
  • Credit Memo Support: CM credits are now fully included in Stripe payment processes.
  • Reliable Confirmations: Stripe payment confirmations now work as intended.
  • Flexible Deposit Entry: Deposit pop-up now supports comma-separated values for faster entry.

Leads & Opportunities

  • Deposit Requirements Added: Opportunities can now be configured to require deposits.
  • Improved Report Data: Reference fields now populate correctly in automated reports.
  • Lead-Customer Link Visibility: The Leads list now indicates which records are linked to customers for better tracking.
  • Easy Email Copying: Copy icons added for email addresses, plus a BCC shortcut in Lead Records.

Vendor Management

  • Enhanced Reporting: Vendor payment terms now appear in searches and custom reports.
  • Improved Imports: Vendor categories now upload correctly, ensuring data integrity.

Customer Management

  • Advanced Search for All: All users now have access to advanced search in the Customers module, boosting usability and efficiency.

Mobile

  • Password Recovery Option: A “Forgot Password” feature has been added to the mobile app for easier access.
  • Reset Improvements: Password reset functionality now works reliably across devices.
  • UI Enhancements: Inventory item selection and task group defaults now behave as expected on mobile.
  • Improved Email Access: Attachments now open smoothly in the mobile app.
  • Seamless PDF Viewing: PDF attachments are now easily accessible from the mobile app.

Inventory

  • QuickBooks Integration Enhanced: Inventory searches and reports now support QuickBooks non-inventory part and class fields, with full import/export compatibility.
  • Field Display Fix: Secondary custom fields now correctly display on user records.
  • Non-Stock PO Tracking: Purchase order numbers now display accurately for non-stock items in the inventory list.
  • Automatic Selection Reset: Checkboxes in the inventory list now clear automatically after creating a purchase order.

Purchase Orders

  • Flexible Receiving Dates: Users can now update receiving dates directly on the PO receiving screen.
  • Improved Accuracy: Receipt dates and discounts now update properly within purchase orders.

Work Orders

  • Calendar Scheduling Accuracy: The “All Day” setting now applies correctly when scheduling from the calendar view.
  • Comment Retention: Comments on work orders now save consistently.
  • Invoicing Clarity: Work orders now differentiate between invoiced and uninvoiced amounts for improved financial tracking.
  • Enhanced Work Order Scheduling: “Install Service” renamed to “Assignments,” with time logging added directly to the Schedule tab.
  • New Service Request Field: Service Request field replaces Order Type, with expanded filtering options across Work Orders.
  • Improved Work Order Items: Dispatch email options updated, Special Instructions field added, and unnecessary Trip text removed.
  • Work Order Type Field: Editable Work Order Type field now available in headers, calendars, search, and reports.
  • Expanded Work Order Rows: Work Order rows in Orders now display more consistently.
  • Broader Assignment Visibility: The Schedule tab now supports “Show More,” displaying all assigned users in calendars.

Quotes

  • Next Steps Visibility: A “Next Follow-up Date” field has been added to quotes to support sales tracking.
  • Improved Quote Reporting: “Opportunity Lost Reason” and selling stage fields now appear in reports and searches.
  • Data Consistency: “Next Follow-up Date” now updates correctly in the quotes list.
  • Quantity was added in FreeForm BOM
  • Smarter Quotes List: Selling Stage progress bar and Related Customer field added to Quotes and Orders.

BOM / Estimating

  • Flexible Estimating: Support added for free-form items in the BOM editor, increasing customization capabilities.
  • BOM Summary Reporting: New report option prints BOM Summaries for all filtered Production Orders.

Orders

  • Order Totals Accuracy: Order analysis reports now include the total installed amount.
  • Modification data and the user name were added to the order line item forecasting.
  • Change Order Visibility: Change Orders now highlight in Production with reporting and acceptance tracking.

Invoices

  • Enhanced Search Accuracy: “Unpaid & Partial” searches now correctly include paid invoices where applicable.
  • Improved Report Entries: Invoice reports now accept items as expected.
  • Notes Carry Over: New invoice notes now transfer automatically to related quotes and orders.

Reports

  • Custom Report Enhancements: Continued improvements have been applied to the Custom Reports feature for 2025.
  • Dashboard Accuracy: Reporting on dashboards now reflects accurate date ranges.
  • QuickBooks Optimization: Deposit and journal entry integration with QuickBooks has been improved.

Production Orders

  • Job Board Integration: Ongoing updates enhance the production schedule view within the Job Board.
  • Accurate Production Scheduling: Filtering by work center now delivers consistent results with a clear job number display.
  • Production Time Log Export: Standard export option added to the Production Time Log screen.
  • Production Capacity Chart: New chart compares Monthly Hours Available vs. Scheduled, with date filters and user selection.

Projects

  • Streamlined Project Transactions: Transactions tab now displays only active records for cleaner management.
  • Project Folder Accuracy: Task and badge counts now display consistently across pages and tabs.

Notifications

  • A user notification setting has been added so that the assigned Sales Rep or PM can receive an on-screen and/or email notification when an invoice payment has been recorded.

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