2026.46: Scheduled Status and Auto-Dispatch updates

Fexa Integration

Invoice document type and taxable line items (US-11031): Invoice PDFs sent to Fexa are now filed under the Invoice document type, and taxable line items are flagged as taxable on both invoice and proposal syncs. Clients that enforce these requirements now accept the invoice without your team re-uploading the PDF or correcting tax flags by hand.

Work Orders

Download a work order as PDF for root clients (US-10605): Client users can now download a work order as a PDF. Internal technicians can carry paperwork on site and store staff can see the work being done without logging into Umbrava. 

Scheduled status from upcoming trips (US-11144): Booking a future trip on an internal work order now sets it to Scheduled. Trips in the past are records of completed work and no longer change the status.

Dispatch

System trade rules cover sub-trades (US-11104): An auto-dispatch rule on a consolidated system trade such as Plumbing now applies to work orders with any of its sub-trades, such as Sinks. Every sub-trade no longer needs its own rule. A rule on the exact trade still wins, then the system trade, then a rule covering all trades.