2026.3 Release Notes

The Resource Planner continues to evolve into a centralized planning hub for dispatchers and technicians.

Create and manage appointments

You can now create, edit, and delete appointments directly from the Resource Planner. Click on any empty time slot in the calendar timeline to schedule an appointment for a resource, or use the new Create event button. Appointments include fields for Resource, Title, Description, and date/time, and are immediately visible across the Resource Planner, Dispatch Calendar, and Outlook.

Create and manage to-do's

To-do items can now be created and managed within the Resource Planner. Create to-do's from the timeline or the Create event menu, assign them to resources, and associate them with organizations, contacts, tickets, or opportunities. You can complete, edit, or delete to-do's directly from the planner view.

Create service calls

Dispatchers can now create service calls without leaving the Resource Planner. Select a time slot on a resource's timeline or use the Create event menu to open the service call drawer, where you can assign an organization, schedule tickets, add resources, and set a location — all in one place. Service call descriptions are now also editable from the drawer.

Geomap link on service calls

A new map link icon has been added to service call tiles and the ticket details drawer. Click it to open the organization or location address in Google Maps in a new tab, making it easy for technicians to navigate to on-site appointments.

New columns in the Not Assigned & Not Scheduled items drawer

The Not Assigned and Not Scheduled drawers now support three additional columns and filters: Next SLA Event Due, Ticket Category, and Ticket Type, giving dispatchers better visibility and control when prioritizing work.

Workflow rules grid in Ticket Triage settings

The Ticket Triage admin page (Left Navigation Menu > Admin > Cooper Copilot > Ticket Triage tab) now includes a dedicated workflow rules grid. Admins can create, view, and manage workflow rules that include a Ticket Triage action directly from the settings page, without navigating to the global Workflow Rules page. The grid includes search, filter, and sorting options, and new rules created from this grid default to having the Ticket Triage action enabled.

Suggestion preview drawer

A new Quick Triage drawer is available on Ticket Triage grids. Click the preview icon on any row to open a focused side panel that shows ticket details and AI-suggested field values, including Primary Resource, Queue, Issue & Sub-Issue type, with accept/reject controls for each suggestion. Navigate between tickets using arrow keys for a fast, keyboard-first triage workflow, all without leaving the grid.

We're introducing Service Package Arrangements, a new arrangement type for umbrella contracts that lets you bundle multiple services into a single, unified package for streamlined billing and contract management.

IMPORTANT  Service Package Arrangements will be rolled out towards the end of the 2026.3 release cycle. This feature is currently in its final stages of development and will become available to all customers later in the release window. We'll provide an update once it's fully enabled. No action is needed on your part in the meantime.

What's new

Service Package Arrangements allow you to group related services together under one arrangement within an umbrella contract. Instead of managing each service as a separate billing line item, you can now create a package that consolidates them, simplifying both your contract structure and your customers' invoices.

Key capabilities include:

• Create service packages: Define a new Service Package Arrangement on any umbrella contract, grouping multiple services into a single billable unit

• Flexible service configuration: Add, remove, and configure individual services within a package, each with its own quantity, pricing, and setup parameters

• Unified billing: The entire service package appears as a single line item on invoices, reducing invoice complexity for your customers

• Package-level management: View, edit, and manage the package as a whole, while retaining visibility into the individual services it contains

Support for Spain regulations

Autotask now supports e-invoicing for Spain, including compliance with AEAT Verifactu requirements. Key capabilities include:

• B2B, B2G, and B2C invoicing: A new E-Invoice Type dropdown on the Account Invoice Settings page lets you select the appropriate invoicing model. Each type configures the correct routing identifiers and routing agent automatically.

• FACe government invoicing (B2G): When sending invoices to Spanish government entities, enter the three FACe role identifiers (Oficina Contable, Órgano Gestor, Unidad Tramitadora) and Autotask handles the routing.

• PDF stamping with QR codes: Spanish invoices include a QR code placeholder in invoice templates that is stamped by the tax authority upon submission. A new invoice template variable [e-invoice QR Code] is available for configuration.

• Tax authority reference tracking: A new "e-invoice Authority Reference" column is available in Invoice History to display the Verifactu deep link returned after processing.

GLN (secondary routing) support

Added support for GLN-based routing when a GLN ID is included during the submission and processing of an e-invoice.