Bug Roadmap

Stage filter not working on queue page

I am experiencing an issue where the stage filter on the queue page is not working. When I try to apply the filter, it doesn't correctly filter the results on this specific page.

Real Time Refresh Updates - Mobile

Something I have consistently been noticing is that you will need to actually kill the mobile app to have things load/refresh in the app. If I schedule a job, it doesn’t show up on our techs phone until they kill their app and reopen it. Wondering if there is a way to improve or speed up refresh rate. This also happens a lot with creating contacts. When I click create new customer, it will freeze. The customer is created, but I have to kill the app to get to the next page.

Still sending emails after we cancel a job

When we cancel a job, the reminder emails for their upcoming service that has now been cancelled still sends out. Not sure if there is a way to manually turn that off or if its a bug that needs to be fixed.

Automatic Service Plan Creations/Glitch

Hi, I’m having this issue when creating a job on mobile when it someone automatically creates a one-time service plan.

Auto-Renew Plans not renewing

I went back and checked our old plans because I thought we had way more customers coming due in October/ November. It turns out a lot of our customers are still on plans, but for some reason, the plans that were supposed to auto-renew did not renew automatically. There seems to be an issue with the system where these plans just aren’t renewing like they’re supposed to. I’m having to go back through them one by one and manually renew each plan. Some of these customers are actually coming due as soon as this upcoming month, so I’m trying to get everything corrected and make sure no one gets missed.

Quote Bug #2

The taxes don’t add up correctly on quote totals.

Call Logs for Surge

Help Messenger

I have been having many issues with the mini ai chat bot in the bottom corner either not showing up after multiple refreshes or the minimize button not loading so I cannot hide it while I am trying to work.

contracts issue with line items that are $0.

When we go to schedule out bi annual and quarterly contracts there is an issue where it doesn’t automatically add in line items that are $0, like protective coat and screens.

Paragraph breaks in Price Book and Quoting line item descriptions

When creating or editing descriptions in the Price Book or Quoting feature, there is no ability to create separate paragraphs. All text must be entered as one continuous block, making it difficult to organize information and maintain readability, especially for longer line item descriptions. Expected Behavior: Users should be able to create multiple paragraphs within a description to separate information and improve readability. Actual Behavior: The description field does not support creating separate paragraphs, forcing all text into one continuous block.

Calls not working sometimes

On the app sometimes the call will just ring and ring and ring. Won’t go to voicemail or anything. I found out the client isn’t receiving the when this happens.

Issue Creating Service Plan with Future Start Date

Something to do with the combination of having a plan template and updating the start date to be in the future broke this. Sozo Cleaning

Optional SMS Consent Checkbox Status Not Visible

I am experiencing an issue where the checked/unchecked status of optional SMS consent checkboxes from Rotor web forms is not visible on the lead profile, in the activity log, or when exporting lead data to CSV.

Sending quote issue

When I create a quote and add line items as $0 or free I then send to customer and they receive the quote without the free line items. Lead “Gina”.

Bug: Cannot open customer card from Pending Jobs widget

I want to be able to open the customer card by clicking their name or the card in the Pending Jobs widget, like I could previously. Currently, clicking does nothing in Chrome. This is important for quickly accessing customer profiles from the dashboard.

Not able to filter by uncollected invoices

On the app, I can’t filter by payment status ideally there would be a way for us to see what people haven’t gotten an invoice yet or haven’t moved to the stage of “invoice sent” so we wouldn’t miss someone the only way I’ve found to see if someone is in between “job complete” and “invoice sent” is by going to services on the website and seeing who still owes payment and then cross checking with who has received an invoice

Duplicate/Clone Checklists

I am experiencing an error message 'Failed to duplicate checklist' when attempting to copy an existing checklist. I would like the ability to duplicate or clone existing checklists to efficiently create similar checklists for various services with only minor revisions, as building each one from scratch is time-consuming.

Long Messages Fail to Send on Mobile and Desktop

There’s an ongoing issue where longer messages will not send on either the mobile app or desktop version. The message just fails or refuses to send once it reaches a certain length. It’s not a major issue, but it becomes frustrating when typing detailed responses or larger messages.

Can’t send photos over 2mb

Can’t send simple before and after photos to clients

Web: Scheduling one-time jobs reverts to today's date after agreement

When scheduling a one-time job on the web dashboard after an agreement, the selected date reverts to today's date regardless of what was chosen. This incorrect date is then sent to the customer. This is happening on the web platform.

Visits not removed from schedule after customer deletion

I am experiencing a bug where deleting a customer does not automatically remove their associated visits from the schedule. This leads to orphaned visits and errors when attempting to delete services that were tied to the deleted customer. *Note from Noah: this happened from web. visits remained on schedule with “No Customer” and unable to be removed

quote changes

after creating and sending a quote to the client if they ask me to drop some stuff out of it, like interior windows for example, i can’t edit it so the final price reflects the correct amount. i delete the items, i convert to quote but the total still remains the first number i sent

Checklists Requirement

There is an issue with the checklists where even though I have certain marked as “Not required” they still need to be completed in the field before a job is completed

Active calls drop upon app navigation

The customer reports an issue where active calls initiated within the Rotor application are prematurely disconnected. This occurs when the user navigates away from the active call screen to any other section of the app, such as the schedule, inbox, or back to the customer profile. The customer states that this behavior is new and did not occur previously. They are seeking a resolution or clarification on the cause.

Tap to pay error

Tap to pay didn’t work. Didn’t work for John’s first job 8/25

Technician permission

Technicians are currently able to see jobs that aren’t assigned to them through the small schedule section on the main page. They can click into these jobs and see customer details, job information, revenue/pricing, etc. This is a pretty serious permissions/privacy issue. Technicians should only be able to see jobs they’re actually assigned to, regardless of where the job appears in RotorThis needs to be fixed ASAP.

If you click on the home page where it says overdue visits. it just takes you to the main monthly calendar

There isn’t any info to know which visits are overdue like a list view or anything so it isn’t helpful in understanding what visits are overdue

Scheduling bug

Whenever I add a second tech to a job it blacks it out like this. Also if I move the job to another date it stays like this on the original date where the job should no longer be.