1

EVOLVE-1228

Support Request 33792: Remove Ability to Add Card on File to Service Location under a Bill To Location

Environments:

All Clients

Added functionality to turn this setting ON/OFF per client.
Implements a configurable setting to remove the ability to add a Card on File to a Service Location that is under a Bill To Location. A Card on File can ONLY be added on the Bill To Account.
Enabled for ABC ONLY as of 01/15/26.

Developers:

EW, WS

Risk Level:

Medium

How to Validate:

Navigate to the the Billing Tab of a Service Location that has a different Account assigned as its Bill To and verify that a Card on File can not be added if the flag is enabled for that client site. Check the same within a client site where the flag is NOT enabled and verify the ability to add a Card on File is still available on a Service Location which has a different Account assigned as its Bill To.

Revert/Rollback Process:

Restore previous file.

1

EVOLVE-1266

Support Request 33857: Co-Pilot Maintenance Update

Environments:

All Clients

Routine update applied to the co-pilot module.

Developers:

CP, JB

Risk Level:

Small

How to Validate:

Manually validate.

Revert/Rollback Process:

Restore previous file.

1

EVOLVE-1293

Support Request 33903: Immediate Reminders Updated Logic

Environments:

All Clients Except ABC

Updated logic to prevent a second immediate reminder being sent when making more than one update across two different events on the same customer account.

Developers:

CP, EW, WS

Risk Level:

Small

How to Validate:

Manually validate.

Revert/Rollback Process:

Restore previous file.

1

EVOLVE-1326

Support Request 33946: SMS Direct Maintenance Update

Environments:

All Clients

Routine update to the logic in place for SMS Direct. Accommodate for special characters that may be added to the SMS templates.

Developers:

CP, JB, VS, WS

Risk Level:

Small

How to Validate:

Steps to reproduce are in the JIRA task.

Revert/Rollback Process:

Restore previous file.

1

EVOLVE-1387

Support Request 30583: Updated Logic to "Hide Future Services" option on User Profile

Environments:

All Clients

Updated logic to the "Show Current" selection. Allows users to see additional services added to their schedule if the current service is for the same customer account.

Developers:

BJ, JB

Risk Level:

Small

How to Validate:

Manually validate.

Revert/Rollback Process:

Restore previous file.

Release Notes:

Jan 15, 2026

Version:

3.26.2

Test

1

EVOLVE-1228

Support Request 33792: Remove Ability to Add Card on File to Service Location under a Bill To Location

Environments:

All Clients

1

EVOLVE-1266

Support Request 33857: Co-Pilot Maintenance Update

Environments:

All Clients

1

EVOLVE-1293

Support Request 33903: Immediate Reminders Updated Logic

Environments:

All Clients Except ABC

1

EVOLVE-1326

Support Request 33946: SMS Direct Maintenance Update

Environments:

All Clients

1

EVOLVE-1387

Support Request 30583: Updated Logic to "Hide Future Services" option on User Profile

Environments:

All Clients

Location

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