We’ve rolled out new features, improvements, and important fixes to help you work smarter and faster in Pete. Let’s dive in:
🚀 New Features & Enhancements
➕ Manual Property Creation in Any Phase
You can now manually create a new property directly from any phase list—just like you can with leads.
📊 Datagrid Aggregation
Aggregation is now supported on any property-based datagrid. You can select, per column, which summary function to apply from MUI’s built-in options.
📝 Task Description Visibility (Suggestion)
Task descriptions now appear in the dashboard widget beneath the task name.
✅ Auto-Clear Task Notifications (Suggestion)
When a task is completed, any unread notifications related to that task will now be automatically marked as read.
🤖 AI Call Summary – Beta
Calls over 60 seconds will now automatically generate a summary posted as a note—if the call was recorded and transcribed.
Interested in joining the beta? Email [email protected].
🔁 Zapier REST Hook Trigger
We now publish updates to property phases and statuses to Zapier. Changes push both old and new values, giving you more automation power and real-time sync capabilities.
🌍 Geocode Addresses After Import
Properties imported via the bulk uploader now automatically geocode addresses—no need to manually trigger it post-import.
📈 Create Task from KPI Widget
You can now quickly create a new task directly from the Tasks KPI Widget, saving clicks and improving workflow speed.
🛠️ Improvements & Fixes
📬 Notification Cleanup When Canceling Appointments
Canceling an appointment now stops all related notifications for both you and the seller.
🏷️ Zip Code Visibility Fix
Zip codes now display properly across all properties.
➕ New Contact Button Fix
Repositioned the “New Contact” button so it no longer overlaps with the “Edit Contact” button.
✅ Manual Task Creation Defaults
When creating a task manually (without using a template), the system now defaults:
• Assignee = current user
• Status = New
📧 Email Logging Duplication Fixed
Email logs for workflow messages are now only recorded once—previous duplication resolved.
👥 Team Role Email Identity
Workflow emails now come from the user assigned to the default team role, instead of the company default. This creates more personal and seller-friendly communication.
📅 Subscription Messaging Update
Updated the subscription language:
If canceled but still active: “Your subscription will end on {date}.”
If past end date: “Your subscription ended on {date}.”
⚙️ Behind the Scenes
Numerous backend workflow improvements to enhance speed, stability, and automation tracking.