October 31, 4:13pm

CX Portal – Enhanced Security & Login Flow

A major update has been deployed to improve security, usability, and access reliability for the CX Portal.

Previous Flow

• Login available only via Email.

• OTP required if verification was older than 30 days.

What’s New

Multiple Login Options

• Users can now log in via Email & Password or OTP.

• OTPs are sent via both Email and SMS.

Smarter Token Management

• Access tokens now have a 15-minute validity for higher security.

• Tokens auto-refresh for 30 days (configurable by tenant).

• Expired or invalid tokens redirect users to the login screen.

Simplified First-Time Access

• New users receive a Welcome SMS with a secure token-based link for one-click access.

Device & Session Intelligence

• OTP required when accessing the portal from a new device or after 30 days.

• OTP requests have a 2-minute cooldown, with a 30-minute temporary block after 3 failed attempts.

• PF users can now reinvite customers via a new “Send Invite” button in client profiles.

Seamless Access

• Valid login sessions continue without interruption; expired sessions prompt re-login.

• Customers can now set or update passwords directly from their profile.

New Widgets – Photo Upload Tracking

Track total and mobile-specific photo uploads per project using new widget columns:

• Total Photo Count

• Mobile Photo Count

This provides full visibility into media activity across web and mobile.

Quoting Module – mVendor % Logic Enhancement

Previous Behavior: Changing the mVendor % recalculated Retail Amount.
New Behavior: Adjusting the mVendor % now updates Revenue, keeping Retail Amount static.
All dependent totals (Labor, Product, Quote, Profit, Margin) update dynamically.

New summary fields added:

• Total Profit = Total Revenue – Total Cost

• Total Margin = (Total Revenue – Total Cost) / Total Revenue

Email Template Configuration – Store & Customer

Users can now configure automated emails to reach:

• Customers, Stores, or Both, using a new multi-select “Send To” dropdown.

• For stores, all email addresses marked “Send Email: Yes” will automatically receive the messages.

CRM Enhancements – Improved Visibility

Significant upgrades in Client, Opportunity, and Quote modules for better data management and tracking.

Client Profile

• New fields: Client Source and Client Referral Source (visible on Opportunities & Quotes).

• “Company Size” field now supports numeric ranges, exact values, or descriptive options.

Opportunities (Previously Leads)

• “Lead” renamed to Opportunity throughout all forms, widgets, and reports.

• Ownership tracking and assignment widgets now mirror the Projects module.

• Audit Trails added for:

  • Owner changes

  • Status updates (with notes)

• Metadata now includes Created By, Created Date, and Opportunity Found By.

• New fields:

  • Estimated Opportunity ($)

  • Opportunity Temperature (Cold/Warm/Hot)

• Archived Opportunities are now managed under a dedicated tab, hidden from active views.

Quotes

• Added Quote Temperature field (Cold/Warm/Hot).

• All new fields are exposed to widgets for performance tracking.

User Management – Retainage & Chargeback Summary

A new summary view under User Management displays:

• Total amount, paid amount, and balance for each user’s Retainage and Chargebacks.

Calendar Enhancements

• Technician names are now visible on Time Off and Block Time cards.

• Improved at-a-glance visibility and identification.

Client Details – Quick Edit & Improved Access

Users can now view and manage:

• Client emails and phone numbers directly on the main page.

• Site addresses are now editable with a single click.

Chargeback Menu Relocation

• “Add Chargeback” moved from Admin to Project Menu for faster access.

• Permissions can now be managed directly under the Project Module.

Item Master – Independent Configuration & Inventory

Configuration and inventory settings are now separated:

• Pencil icon: opens Item Configuration.

• Inventory icon: opens Inventory Management.

• Both editable independently, regardless of inventory flag.

Rotation % Simplification

When assigning or editing jobs:

• System prompts to Auto Distribute or Skip rotation setup.

• Admins can manually apply equal distribution at Store, Type, or Category levels.

Calendar Scheduler – Beta Version

The new Beta Scheduler offers:

• Persistent technician positioning.

• Standardized card layouts (top three fields defined by company config).

• Optimized performance for large data volumes.

Mobile App – Extended UI/UX Performance

Performance and design improvements now cover:

• Dashboard

• Projects

• EPA Lead sections

FCB2B Integration – Vendor Communication

A new add-on feature enabling end-to-end EDI vendor connectivity for:

• Purchase Orders, Catalogs, Invoices, and Shipments

• Includes Advanced Filters, Favorite Items, and Order Workflows via EDI 832/850/855/856/810 protocols.

Tenants can enable this integration by contacting PF360 Support.

Bug Fixes

• Fixed: Non-technicians appearing in Related Technicians dropdown.

• Fixed: Document count errors for unauthorized projects.

• Fixed: Linked Labor prices not visible in FE-Mobile.

• Fixed: Missing existing clients in New Project layout.

• Fixed: Job status not updating after drag-and-drop in Scheduler.

• Added: Created Date column in Task Listing.

End of October 2025 Monthly Release Notes