Changelog
Follow up on the latest improvements and updates.
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Booking Drafts
Save a manual booking as a draft and confirm it later. Drafts stay out of your calendar, reminders, reports and payouts until they become a booking.
When you’re ready, you have two options:
- Email it to the customer.They review the details and add their card to confirm.
- Confirm it yourself.Open the draft booking and clickCreate booking.
Want to know more? Read the help article for the full details on how drafts work.
Improvements
- Skip review requests:flag a customer so they never get review requests, including NiceJob.
- Saved cards first:when you create a booking for a customer who already has saved cards, those cards show first in the payment section.
- Card added notification:your company gets a notification when a customer adds a card, to a booking or to their profile.
API and Zapier
- PATCH /bookings/{id} can now change a booking’s date.
- Booking payloads, legacy Zapier included, now include the customer’s skip_review_requests flag.
This release brings three new features to the Service Providers Mobile App:
future bookings
, so your providers can plan ahead; job history
, so they can track their past jobs and earnings; and customer phone
, so they can call customers directly when needed. It also includes a few improvements and stability fixes.Future bookings 🗓️
Providers can now see all their upcoming jobs, including future recurring visits.
At the top of the
My Jobs
tab, providers will find a new date range selector. They can choose quick options like Today
, This Week
, Next Week
, This Month
or Next 30 Days
, or pick a custom date range.
Within the selected range, they can also search for a booking by customer name or address.
The same date range selector is also available in the
Open Jobs
tab, which shows booking invitations and available jobs for providers with this feature enabled.Earnings and reports 💰
- Job History:A new view of past jobs with an earnings chart, totals, tracked time, and tips split per provider.
- Job History Report:Providers can export their job history for any date range and it's sent straight to their email.
Customer phone 📞
You can now let your Service Providers see the customer's phone number and call them directly from the app. This makes it easier to sort out last-minute details, like arrival times or exactly where the property is.
Once it's enabled, providers will see a phone icon next to the address and map. They just tap it to call the customer. The phone number only shows up on jobs assigned to them.
It's off by default, so head to
Settings > Portals > Service Provider Portal
and switch on Customer phone
.Other improvements ℹ️
- Copy notes: Long press any note to copy it.
- Dates in your language: Dates now follow the app's language.
Stability fixes 🛠️
- Android sessions no longer log out unexpectedly.
- Opening the app from a notification no longer freezes it.
- Screens that can't load now show a message saying so, instead of staying blank.
⚠️ Service Providers Mobile App
Ask your Service Providers to update to the latest version of the app, otherwise they won't see these changes.
Your customers can now thank their Service Providers with a tip:
- Right from their Customer Portal, on any completed booking
- From the new "Leave a tip" email, sent automatically after each service
You can also manually add a tip from Booking Details, either charge it to the client's card or record it as cash.
Tips always stay separate from the booking price, and 100% of every tip goes to your Service Providers.
They're off by default, so head to Settings > Portals > Customer Portal and switch them on.
🔜 Coming up next:
- Tips in Payouts: Over the next few days, tips will start showing up in your Service Providers' Payouts!
- Tip on the Booking Form: We're working on letting customers add a tip right on the booking form, so anyone who wants to tip up front, can do it while booking.
Ready to dive in? See how it all works here.
new
improved
🔁 Editing Recurring Bookings
Editing a recurring booking used to change every visit in it. Now when you edit a booking that's part of a recurring plan, you can choose what the change applies to: just that visit, or that visit and every one after it.
Skipping a week, moving one cleaning to a different day, or switching a customer from weekly to biweekly starting next month takes a couple of clicks, and the rest of the schedule stays exactly as it was.
Open any recurrent booking and you will find every service date laid out across the top, in order, with their status visible at a glance. Click any date to jump straight to it.
You can also make these changes straight from the calendar. Drag a visit to another day and it will ask how far the move should go before anything moves, the same question you get inside the booking.
And when the calendar gets busy,
right click
any booking to show only that customer's visits. Right click again to bring everyone back.
For more information, check out our help article. It is a couple of minutes well spent, and it covers the questions that come up most!
We hope these new features make managing your bookings even easier.
Notes, rebuilt in three tiers 📝
A booking used to have one notes field. It now has three, each one intended for its own audience.
- Additional Information:The note that comes from the booking form, written by the customer or by your team when booking internally.
- Provider Notes:Goes to the service providers assigned to the job. The customer never sees them.
- Private Notes:Stays inside the company. Not the service providers, not the customer.
⚠️
About Additional Information
This is the note that has always come from the booking form, so it was meant for the customer to read. Some companies were using this field for internal coordination. So it stays hidden from customers until we can turn it on without exposing sensitive information. We will give you plenty of notice before that changes.
⚠️
Service Providers Mobile App
Ask your Service Providers to update to the latest version of the App, otherwise they will not see Provider Notes.
Customer Notes:
Now a single field on the customer's profile, shown across all of their bookings. You can see it in the booking detail as a popover, and tick Share with assigned service provider(s)
to make it visible to Service Providers in the app as well.Booking and scheduling 📚
- Faster internal bookings:Search an existing customer instead of retyping them, select between already stored addresses, write Provider and Private Notes, and set a custom duration, all of these from the internal booking creation process.
- Internal-only services:A service can be hidden from your public booking form while staying available from the internal Booking Form. You can configure it by editing the service.
- Calendar on phones:The month view fits the screen, scrolls with the weekday header fixed, and the toolbar collapses to one row.
- Download job photos in bulk:Every photo from a booking as one zip, organised by provider, and the bookings list shows which jobs have photos.
- Payout exports:Due and paid payouts as CSV.
Money 💰
- Gift cards as a payment method:A gift card can now be selected as payment, and it is applied after tax as a form of tender rather than as a discount.
- Payment links in emails:Now you can drop a[PAYMENT_LINK]tag into the New Booking notification and any booking without a card on file gives the customer an Add Payment Method button. It renders nothing when a card is already on file, so it is safe to leave in the template permanently.
Other ℹ️
- Customer portal refresh:Redesigned sign-in and password screens, cleaner payment method cards, and a booking list that is easier to scan.
- New webhook events and fields:Newprovider.createdandquote.createdevents, cancellation scope onbooking.canceled, and all three note tiers exposed in the public API.
- API reference:Properly themed, with light and dark and a working mobile layout.
We're excited to announce that the
ConvertLabs Public API
is now available to all accounts!Whether you're integrating ConvertLabs with your own tools, building custom workflows, or syncing data with third-party platforms, the API gives you direct, programmatic access to your account.
What you can do with the API:
•
Read bookings
: Retrieve your full booking list or individual bookings, with optional expansion to include payout data•
Access customers & leads
: Fetch customer records and marketing leads with support for search and pagination•
Browse your services catalog
: Get services, categories, pricing, extras, and frequencies•
Check availability
: Query real-time availability for scheduling•
Manage webhooks
: Subscribe to events like booking.created, booking.completed, booking.cancelled, customer.created, and lead.created to trigger automations in your systemsGetting started:
- Go to Settings → API Tokensin your dashboard
- Generate a Token ⚠️ it's shown only once, so make sure to save it immediately
- Use it as a Bearer token in your request headers
- Visit https://api.convertlabs.io to explore the interactive documentation
The API includes fully interactive docs and a spec available at /docs/api.json, ready to import into Postman, Insomnia, or any OpenAPI 3.0-compatible tool — including AI tools and LLM-based workflows.
Rate limit: 60 requests per minute.
improved
🔍 Global Search Experience
We've upgraded the
global search
in ConvertLabs to make finding what you need faster, smoother, and more intuitive.You can open it anytime by clicking the search bar or using ⌘K (Mac) / Ctrl+K (Windows). From there, just start typing and navigate results using your keyboard arrows for a seamless experience.
Search results now appear almost instantly, which means they’re not only fast but also forgiving — even if you make small typos, you'll still get relevant suggestions.
From the results:
- Jump directly into a customerorbookingwith a single click
- Click on a service providerto quickly view the filtered list
We’re also working on a dedicated index view for service providers, which will make browsing and managing them even easier.
Coming soon:
We plan to expand search capabilities with more advanced options, including filtering, searching by specific parameters, and even the ability to search within settings.
We’re excited to introduce the new Scheduler, a powerful way to visualize your team’s availability and manage bookings directly from a calendar.
You can quickly see when your Service Providers are working, which bookings they have assigned, and where new bookings can be scheduled, all in one place.
What you can do with the Scheduler
• View team availability and working hours in a daily or weekly calendar
• See bookings by status (assigned, invited, or rejected)
• Assign or invite providers to bookings in just a few clicks
• Drag & drop bookings to quickly reschedule them
• Create new bookings from available calendar slots
The Scheduler includes an Unassigned Bookings panel, making it easy to identify bookings that still need a provider and assign them quickly.
Where to find it?
Go to Calendar → Scheduler tab.
Learn more
For a full walkthrough of how the Scheduler works, check out our guide:
This feature is available on Professional and Enterprise plans.
We’ve introduced
Media Uploads
, giving your cleaners the ability to document their work directly from the field with structured, organized evidence attached to every booking.This release also includes a fresh design, performance improvements, and enhanced data reliability for a smoother mobile experience.
How it works
Inside any assigned booking, cleaners will now see a new
Media
button in the upper right corner.
From there, they can upload photos from their
gallery
or take pictures directly with their camera
.
Each photo can include structured
Tags
such as Before, After, Damage, or custom tags defined by your company. Tags are fully managed by the company under Settings > Portals)
All uploaded media is automatically linked to the booking and visible from the Booking Details view, including the service provider who uploaded it.
This allows you to:
• Clearly document job completion
• Track before and after conditions
• Report damages with proper context
• Strengthen quality control and accountability
Everything is organized and filterable by tags for quick review.
Please note: If you want to use this setting, you must enable it from Settings > Portals)
—
🚀 What’s Coming Next
This release also lays the groundwork for structured
Service Checklists
Soon, cleaners will be able to:
• Mark service items as completed (based on booked services)
• Leave comments
• Attach photos directly to specific tasks
• Complete structured job check-out flows
More details coming very soon.
-------------------------------------------------------------------
Media Uploads are available on Professional and Enterprise plans.
We’ve added
Custom Payouts
so you can fully control how payouts are calculated for specific bookings or recurring booking lines.How it works
In the Team Assignment window, click the new ⚙️ icon next to Assign / Invite
Choose a payout type:
- Flat rate
- Hourly
- Percentage
Set the value and assign or invite the team
Each team still has a default wage, but with Custom Payouts you can override it per booking. Flat rates will fully replace the default payout calculation.
You can manage and review these payouts anytime from the Service Providers section in the booking details.
We’ve also standardized payout calculations to ensure consistent values across booking details view, reports and the Service Provider portal.
⏱️ Custom Duration for Bookings
You can now set a Custom Duration for any booking, overriding the duration calculated from services.
This setting is located in the bookings edit time/frequency window.
This works independently from payouts, but for hourly-paid teams, payouts will be calculated using this custom duration if exists
More flexibility, clearer payouts, and better control 🚀
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