October 14, 2026
Features
Work Orders
- Added Team, Staff, and Created-By user-scoping options for work orders.
Vendors & Procurement
- Added vendor quote revisioning (versioning).
- Purchase Orders now support a new “Credit” line-item type for rebates, adjustments, and refunds.
- Added tenant-unit-based scoping for portfolio modules, and exposed the Site field in Procurement modules.
AI Assistants & Copilot
- Work Assistant conversations are now per-user on a work order, and the assistant can view before/after photos of the work order, its tasks, and previous work orders on the same asset.
- The mobile voice assistant now checks list filters and records before navigating, and starts much faster.
Analytics & FOQL
- FOQL now enforces per-module read permission — non-admins can query exactly the modules they can already open, instead of being denied.
- FOQL now supports joins between custom modules, site traversal, and multiple aggregates in a single query.
Maintenance & Meters
- Renamed “Reactive Maintenance” to “Unplanned Maintenance” in the Portfolio.
- Virtual meter “Generate VM” now handles resource filter criteria on the server.
Workflow
- State flows can now be saved as drafts before publishing.
Forms & Mobile
- Form fill can now attach an uploaded file to the form's file fields.
- Added mobile page layout support for the Deliveries module.
Administration & Setup
- Sandbox user management can now be done from production.
Developer Platform & APIs (V5)
- Added V5 APIs for User management, and V5 APIs with space / team / role filters.
- Added V5 API handling for Refrigerant Compliance.
Bug fixes
- Fixed app switching not being available in the PPM Calendar.
- Fixed the portfolio value generator listing every tenant for users without accessible spaces.
- Fixed vendor contracts not being creatable via the v5 API (contractual sites were being dropped).
- Fixed an error when resolving a deleted user.
- Fixed asset shutdown and retirement date changes.
- Fixed OpsVision pptx/docx files not downloading.
- Fixed multi-line text fields in OpsVision exports.
- Fixed Vendor display in the Incident module list and summary.
- Fixed tooltip position in the summary widget.
- QA templates (inspection, survey, induction): the “Last Triggered” card now shows the latest trigger instead of the first-ever one.
- Fixed a sub-form add that was nulling main-form fields.
- Fixed loss of a stateflow transition script.
- Fixed inspection source-type filling.
- Fixed the sub-contractor vendor picker getting stuck on sandbox for contacts with more than one vendor.
- Fixed dashboard agent conversations dropping out of a tab's history after the first reply.
- Accessible-client delete and selection are now hidden in automatic mode.
September 30, 2026
Features
Administration & Access
- Revamped Delegation and User Impersonation.
- Added a role-based filter on user lookup.
- Added scope-module selection in Setup.
- Enabling a contact's portal access now also grants the matching Provider access.
Vendors & Network
- The Vendor Network can now notify a vendor about their access.
- The portal's profile and sign-out controls are now hidden when the portal is embedded in the Vendor Network.
- You can now discard an RFQ after awarding, and capture a negotiation reason on a vendor quote.
AI & Automation
- Facilio Script can now run AI Studio agents (foreground or background), running with the invoking user's identity.
- Task remarks are now shown for AI tasks.
Work Orders & Inventory
- Connected apps are now supported on approval transition buttons.
- Connected app widgets now render correctly on PM V3 create/edit buttons.
- Inventory issuance now keeps search usable and captures remarks.
Forms, Files & Lists
- File upload fields now preview .msg (email) files.
- The Incident module is now available as a Lookup field type in the Form Builder.
- List pages now support one-level multi-enum and multi-lookup fields.
- Added an External ID field to the Service Request Notes module.
- Added tag association in Document Manager.
- Enhancements to Docs and Global Search.
Exports
- List exports can now include a Comments column (work orders and invoices).
Inspections & Compliance
- Added inspection validation for shutdown and retired assets.
- Asset regulation now updates when a site's state changes.
- Added fields to the Asset Refrigerant Detail and Edit Ref Details buttons.
Bug fixes
- Fixed the embedded portal not loading inside the Vendor Network frame.
- Fixed the Connected App frame.
- Fixed Connected App PDF export and a screenshot timeout.
- Vendor-contact visitors are now identified by person rather than phone number.
- The Service Area Time field in Client and Vendor Contract forms now uses the org's time format instead of 24-hour.
- Fixed scheduled insight dispatch.
- Fixed the Teams module listing employees capped at 50.
- Fixed the timeline view freezing the browser on DST-transition days.
- Fixed currency-unit display in the Readings tab and the Rules form route in sandbox orgs.
- Currency reports now show units in chart tooltips, axis labels, and pivot tables.
- Fixed service-token requests running in the wrong org for users belonging to multiple orgs.
- Fixed misc-cost add/edit on service orders and widened item search.
- Fixed an error when creating a compliance event.
- Fixed UTC date handling for related list records.
- Purchase Request tax-at-line-item with discount-after-tax now rounds correctly so the header total equals the sum of the line items.
September 16, 2026
Features
Preventive Maintenance (PPM)
- Preventive maintenance now supports task-level scheduling and compliance tagging: each task can declare its own start month, and tasks can carry a classification (Key Set / Non Key Set) and risk categories. Work orders whose tasks are all out of window are skipped instead of generated empty.
- PM V3 lifecycle steps — create from template and execute now — can now be driven from workflow scripts.
Work Orders & Inventory
- Added a Work Order Inventory Return module to track returned inventory.
- Work order user scoping can now be set to the logged-in user, assigned-to, or assignees.
- You can now require an attachment and remark on an action.
- The portfolio value generator now supports serving-sites-based scoping for storerooms.
Incidents
- The Incident module now supports system buttons, state flows, SLAs, approvals, time logs, and dedicated pages.
Visitors & Kiosk
- Visitor forms now auto-fill details based on mobile number.
- Added a mobile page layout for the Visit module.
- Added a Web/Mobile layout toggle in the Page Layout Editor, and a country-code selector on the Visitor Kiosk form.
AI Assistants & Copilot
- The maintenance agent is now the default AI copilot for users without role-copilot access, with favourite prompts shown as quick pills.
- Role Copilot now supports image and file attachments.
Analytics & Forecasting
- Forecasting models now support a user-selected forecast start date.
Notifications
- Zone-accessible users can now receive email notifications.
Spaces
- You can now bulk-associate and disassociate spaces, validated against your organization's accessible-space limit.
Vendors
- Vendor onboarding now records an approval activity in the vendor's history on approve, reject, or request-for-resubmission.
Bug fixes
- Restored notification emails to invited portal contacts (vendor, tenant, client, occupant) who haven't accepted their invite yet, with more predictable delivery when an address exists in multiple apps.
- Fixed duplicate activity-log entries on space-booking create/update.
- Fixed the Contract field not being populated.
- Fixed drag-and-drop for attachments.
- Fixed the inventory-request dropdown to respect system-button permissions.
- Fixed table loading in right-to-left (RTL) layouts.
- Fixed portal user security-policy reset.
- Fixed Connected App failing to load when reached via a redirect URL.
- Paginated stock PO line items and fixed bin lookup leaking bins from other storerooms.
- Added loading states to Job Plan Publish, Revise, and Clone buttons.
- Fixed primary-contact people-type conversion handling.
- Choosing someone who is already a contact of a vendor as the primary contact now works correctly, instead of failing or creating a duplicate entry for the same person.
- Fixed a data-sync issue with the MRI integration.
September 02, 2026
Features
Mobile
- Introduced a voice assistant in the mobile app — a voice-only drawer that answers spoken questions and can navigate you around the app.
Work Orders
- Added “Create Inventory Request” and “View Inventory Request” buttons on work orders, so you can raise or view inventory requests directly from a work order.
Assets
- Added decommissioning logs to the asset and portfolio modules.
- Added a validation message when moving assets to the storeroom while they have open work orders, and prevented duplicate insurance uploads during vendor onboarding.
Analytics & Forecasting
- Duration-based average forecasting now supports a 3-year forecast period (previously 1 year).
Kiosk
- Added pagination to the kiosk list.
Developer Platform & APIs (V5)
- Added V5 Picklist APIs, and sandbox selection of changesets in a hierarchy.
Platform & Performance
- Activity lists now paginate by default (up to 500 per page) when no pagination is specified, instead of loading unbounded results — improving performance on records with long activity histories.
Bug fixes
- Fixed the vendor onboarding service modal.
- Fixed a unit-conversion issue in duration-based average forecasting.
- Fixed Apply Depreciation and Move to Storeroom options showing for view-only roles.
- Fixed the Update Work Order Details dialog dropping custom fields, plus a PM V3 schedule-clone error.
- Fixed the AI maintenance agent returning wrong values when a query joined modules that share a field name.
- Fixed accessible-contract type reset when selecting from contracts.
- Fixed username-identifier login.
- Fixed the RefComp leak-rate card — leak rates now show N/A only when refrigerant addition isn't filled (also fixed the retrofit leak-rate widget).
- Fixed the currency-unit options display in the Readings form.
- Fixed address-field formatting and a negative-timestamp issue on recently-closed work orders.
- Restored real-time badge updates.
- Fixed attachment preview/download links so they stay consistent across widgets, and now require an item type before creating a stock item.
- Fixed amendment settlement correctness (cancelled work-order exclusion and pro-ration).
August 19, 2026
Features
Spaces & Locations
- Added Location Groups — group Buildings, Floors, and Spaces into named collections, either by manually selecting locations or by rules that automatically match them.
Work Orders & Mobile
- Added a Dependent Work Orders widget on mobile.
Contracts
- The Contract field is now available in the work order and quote modules.
Announcements
- Announcement images now display as a carousel at the top of the announcement, with left/right navigation, a count, and click-to-zoom.
Dashboards & Reports
- Pivot rollup durations now display as readable relative time.
Preventive Maintenance (PPM)
- The service PM import now includes the maintenance schedule, so imported PMs no longer need the schedule added by hand before publishing.
Mobile & Notifications
- Email-notification record links now deep-link into the Facilio mobile app on mobile devices, rather than opening the browser.
Bug fixes
- Fixed the Weather Station location-picker search.
- Fixed the All Events redirection from Refrigerant Compliance so it lands on the correct event list.
- Fixed a memory leak in the related tab.
- Fixed the related-tab record count.
- Fixed the Ops Vision data-source preview.
- Fixed the Space column quick filter to scope correctly by site.
- Fixed space-booking validation so cancelled bookings no longer block new bookings for the same space (also corrected purchase-request time fields to use date/time pickers).
- Fixed appointment services so attachments, notes, and other sub-records are no longer dropped when saving.
- Fixed phone-number handling when adding a user.
- Fixed amendment-generated invoices and credit notes to match normal generation (correct billing site and invoice back-links).
- The maintenance agent now returns a clear error when grouping or aggregating on unsupported field types, instead of failing.
August 05, 2026
Features
Work Orders
- Added a per-record custom-button action that pre-fills a form when updating a record.
Contracts
- Added scoping based on Client, Vendor, and Contract portfolios, with an accessible-users association widget.
- Added permission-based handling for accessible contracts.
Refrigerant Compliance (RefComp)
- Added Circuit Mothball handling — mark and manage mothballed circuits.
- Added an Asset Refrigerant Detail update button, and the ability to edit refrigerant details from the client.
AI Assistants & Copilot
- Introduced Summary Copilot — a record-summary AI assistant that can be enabled per module and configured from a new Setup tab, extending the assistant beyond work orders.
- Record AI summaries now work across every module — system and custom — automatically resolving lookups and including comments, attachments, and activity.
Ops Vision
- Added file attachment support on Ops Vision data sources.
Dashboards & Reports
- Added a template-card menu with inline rename.
Inspections & Forms
- Added an “uploaded time” display in the attachment widget.
Administration & Access
- Added multi-identifier login.
- Added role-based support in Setup.
- Revamped Import for a cleaner experience.
Bug fixes
- Fixed the AI Insights template modal — the footer is no longer hidden and scrolling works with many cards.
- Fixed AI data export to handle empty values gracefully.
- Fixed tagging search in list-page comments so it searches users, not work order subjects.
- Fixed inspection answer-logic so values are no longer updated incorrectly.
- Fixed asset state inspection handling.
- Fixed the download issue in the Work Order Photos widget.
- Fixed action-bar buttons disappearing after a state transition.
- Fixed reassignment so assignee names list correctly in the responsibility field.
- Fixed a location field import issue.
- Preserved image border-radius in report iframes.
- Fixed the contract publish button loading state on revision.
- Resolved column widths and added overflow tooltips in inventory and transfer requests.
- Fixed a one-level filter field issue.
- Fixed related-list viewport loading.
- Fixed RFQ vendor-quote currency resolution.
July 22, 2026
Features
Work Orders & Field Service
- Added a Work Orders widget on contracts, with Upcoming, Open, and Closed tabs.
- You can now return work order items directly from Work Order Actuals, with a remarks field on each return.
- Added credit note and reversal handling when a work order is cancelled.
Contracts
- Contracts now default to a 90-day lead time, with reliable status updates from Upcoming to New.
- Added a Contract field across system and custom modules.
Inspections & Forms
- Added support for the new sub-form UI (freestyle sub-forms).
- Added answer-logic handling for multi-question forms.
- Added a clear error message when a Q&A answer comment exceeds the maximum length.
Vendors & Subcontractors
- Added Vendor Portfolio, including a client-level portfolio view.
Ops Vision
- Added comment and conversation sub-entity support in Ops Vision.
Dashboards & Reports
- Enhanced FOQL with subquery support, one-level filters, and percentage grand totals in pivot reports.
- Added one-level dashboard filtering based on multi-lookup fields.
Refrigerant Compliance (RefComp)
- Added multi-action technician info fields.
- Added handling for an asset's next inspection date.
Mobile & Portals
- Added connected-app support on the mobile home page.
Teams
- Added multi-site association support in Teams.
AI Assistants & Copilot
- Improved the FM assistant for customer-support scenarios.
Administration & Access
- Added a passkey login toggle and a reset-passkey user action.
- Added a Maintenance App access section to the employee Access Management modal.
- Added a “Select all users” option in the briefcase form.
- Page types are now gated by the Connected Apps license.
- KPI and Rule logs in Setup now open in the Logs app for all organizations.
- The file viewer now supports xlsx files, and the download error has been fixed.
Developer Platform & APIs (V5)
- Added V5 platform tools: a Formatter with field-type-based formatting, tools for approvals and scheduler, and tools for form rules and validation.
- Added V5 API modules for workplace booking and facilities — desks, rooms, bookings, amenities, deliveries, and more.
New Modules
- Introduced the Work Timesheet module.
Bug fixes
- Fixed vendor contact import so successfully imported records are no longer flagged as failed.
- Fixed folder addition from the PPM Calendar.
- Fixed alarm-info matching for Remote Monitoring controllers using the reading field.
- Fixed site ID updates for controllers during auto-commissioning.
- Fixed pivot drill-down.
- Fixed a space/asset rule issue.
- Fixed due-date activity handling.
- Fixed service order lookup.
- Fixed the Lookup Wizard.
- Fixed Glimpse, including permission-set handling.
- Fixed a file upload issue.
- Fixed a date/time field in the Insurance module.
- Fixed a button-disabling issue.
- Corrected V5 Views, View Groups, and Stateflows.
July 08, 2026
Features
Work Orders & Maintenance
- Work order photos can now be enabled or disabled based on your feature settings, giving admins finer control over who can add, edit, or remove photos.
- Added state-based permissions for work order photos, so photo actions can be governed by the work order's current stage. Cleaned up the permissions table layout for easier reading.
- Work orders now support Floor and Vendor Contract fields, so jobs can be tied more precisely to locations and contracts.
- Added a Risk Category field on work orders with support for selecting multiple work order categories.
Preventive Maintenance (PPM)
- Introduced a new task-based planner for PM V3, letting you schedule maintenance by task frequency (daily, weekly, and beyond) with per-task timing and time zones.
Vendors & Subcontractors
- Vendor contacts are now fetched for organization users, and the contractor/subcontractor tag in the sidebar reflects each contact's subcontractor setting.
- Vendor import now supports importing a vendor's primary contact details for organizations with the subcontractor license enabled.
- Added the ability to disable a vendor contact.
- Vendor Quotes now include a Building field, and the Site auto-fills based on the linked RFQ.
- Added Diversity Certification Attestation to vendor records, and fixed a save error related to service coverage.
Billing & Invoicing
- Added pagination to the line-item view for smoother handling of long lists.
Inspections & Forms
- Inspection narrative questions now handle image uploads within the rich-text area.
- Form rules now support criteria based on multiple selections.
Dashboards & Reports
- Introduced the Dashboard Agent — an AI-powered assistant that lets you build and edit dashboards through natural-language conversation, scoped to a tab or a specific widget.
- Dashboard widgets now support updates for list views and connected-app widgets.
- Added a view-tab permission for Reports.
AI Assistants & Copilot
- Added an AI Suggestions tab in Assignment Manager, and optimized the underlying assignment logic.
Updates
Work Orders & Maintenance
- Improved the reliability of the work order closure validation process.
Preventive Maintenance (PPM)
- Improved PM V3 import: cleaner mapping and validation, more reliable Execute Now scheduling, and clearer messages when a single import row has an issue (so one bad row no longer breaks the whole import).
Vendors & Subcontractors
- After login, users now see a vendor picker instead of being redirected to a random vendor.
Inspections & Forms
- The Q&A Builder's Execute Now screen now requires a resource and shows a clear loading state while saving.
AI Assistants & Copilot
- Revamped the Maintenance Agent experience.
- Revamped the Work Assistant across both the app and the underlying service.
- Updated Copilot prompts for better responses.
- Improved resilience of the text-rephrase feature during model downtime.
Refrigerant Compliance (RefComp)
- General reliability improvements to refrigerant compliance handling.
Mobile & Portals
- Updated the Deals and Offers mobile page layout, adding Description and Location widgets.
Space & Floor Plans
- Indoor floor plans now update restricted-desk status when a marker is updated.
- Increased the limit for accessible spaces configurable via script.
Bug fixes
- Fixed 'Export as Excel' in the PPM Calendar.
- Fixed the Available Columns list in the PPM Calendar so it now shows the correct group-by module fields instead of unrelated work order fields.
- Fixed a loading issue in the Tenant Portal for subcontractor-enabled organizations.
- Vendor-contract work orders are now correctly linked to the client invoice in service-mode pre-service billing.
- Vendor-type service occurrences are now billed correctly on the client invoice, and post-service closeout billing now generates properly even on a fresh contract with no prior billing run.
- Contract amendments now settle the current billing cycle correctly when a line is removed or updated, for both pre- and post-service billing.
- Fixed sub-form rules that were not applying as expected.
- Fixed a border clipping issue in the Ops Vision interface.
- Fixed site insights not loading correctly for users based on their accessible sites.
- Fixed duplicate insight generation in template-driven flows.
- Fixed the layout height of connected-app widgets so they display correctly.
- Fixed an export issue that occurred when a Space ID was empty.
- Fixed internal tool-call details incorrectly appearing inside Work Assistant messages.
- Fixed column customization for the Controllers list so it applies to the correct protocol-based view.
- Fixed an asset-category reading inclusion-criteria issue in the asset readings flow, and included notes in the News & Information details.
- Fixed a delegation permission issue.
- Fixed public-screen criteria for the people scope.
- Fixed custom buttons getting stuck loading when a placeholder pre-fill failed.
June 24, 2026
Features
Work Order & Service Management
- Added Assign System Control visibility in Work Orders based on available system buttons.
- Introduced an option to generate one Service Order per service when service clubbing is disabled.
Vendor Management
- Added Vendor Diversity Certification management with onboarding pages and certification widgets.
- Added support for country-based onboarding pages.
Assignment Manager
- Introduced Map View support.
- Added Assignment Manager user details APIs.
- Added role-based web tab permissions.
- Added Assignment Manager web tab support in setup.
Attendance
- Added check-in/check-out triggers for the Attendance module.
Analytics & Reporting
- Added activity sub-entity support in Ops Vision.
- Introduced AI Pivot Report APIs and metadata APIs.
- Added support for multi-lookup and multi-enum fields in analytics filters.
Integrations & APIs
- Added CSV/log file push support in REST Agent APIs.
- Added Identity SDK device health checks.
Administration
- Added email update tool in Admin Console.
- Added email communication support for all application users.
- Added impersonation permission-set support.
Inspection
- Added support for image uploads within narrative questions in inspection forms.
PM & Scheduling
- Added schedule date support for PM V3.
- Added PPM calendar sharing configuration options.
Updates
Billing & Contracts
- Enhanced amendment billing workflows.
- Improved service-level invoicing and credit note automation.
- Added support for client and vendor contract data migration.
User Experience
- Added placeholder support for form fields.
- Improved Assignment Manager scheduling experience.
- Improved agent device connection workflow.
APIs & Platform
- Simplified image upload APIs.
- Improved API response performance and payload handling.
- Enhanced Help Desk metrics and reporting capabilities.
Resource & Asset Management
- Improved commissioning form resource search experience.
- Enhanced space category validation messages.
Bug fixes
- Fixed combined before/after photo handling with comments.
- Fixed return items/tools modal issues.
- Fixed issue where sites became non-editable when adding more items in the client contract subform.
- Fixed item creation behavior when inventory items are unavailable in storerooms.
- Fixed bin quantity updates for tools during receivable stocking.
- Fixed Asset Space field type not updating in real time within advanced filters.
- Fixed mandatory space category validation behavior.
- Fixed redirection to Other Module lookup fields in the Finding list view.
- Fixed site lookup handling in dashboard filters.
- Fixed baseline data issues and pivot creation API issues.
- Fixed current interval KPI rerun behavior in VM rule rerun flows.
Q3 2024
Features
- Miscellaneous cost addition in Actuals
- Auto issuance of tools in Work Order
- Overtime Calculation in Timesheet FSM
- SFG20 Integration (Integration + Task based planner)
- Global tax support
Q2 2024
Features
- Service Request to Work Order conversion enhancements
- Utilize the new forecasting models to predict future asset and meter readings effectively
- Data correction module to process meter telemetry data to identify and correct inconsistent, missing, or out-of-threshold readings using advanced algorithms for accurate and reliable results
- Introduced ability to issue inventory to contractors
- Enhancements in budget allocation that now covers Client and Tenant budgets
- Defined inventory in Work order plans can be seamlessly converted into Inventory request
Q1 2024
Features
- With the new page builder, summary pages can be customized and tailored to individual user personas
- FSM - Efficiently manage and optimize field operations
- Integration with Utility API to fetch and analyze all the Utility Bills
- OCR support to read and analyze the scanned Utility Bills
- Tenant Billing
- Digitize portfolio wide utility meters and track its readings using Meter and Virtual Meters
- Monitor and respond to critical alarms for all your vital distributed assets using Remote Monitoring
- Dedicated Energy app to drive your sustainability team with actionable energy data insights
- Streamline commands and control actions using the new Control Actions
- Enhanced Work Permit to Issue and manage work permits to comply with legal and safety requirements
- Introduced “Financial Tabs” for Work order that contains details on quotes and invoices
- Seamlessly convert Inventory request to Purchase request
Q3 2023
Features
- Decommissioning
- Rotating items
- Facility Booking Enhancements
Q2 2023
Features
- Shifts: Configure multiple shifts, breaks and assign them to different employees and efficiently track and re-assign them using the Shift planner.
- Attendance: Log and track the check-in, check-out, break and working hours of the employees efficiently using Attendance
- With Glimpses, configure up to six fields to provide a quick glance of any module that would pop-up when you hover over a lookup field within the module
- Global scoping & User scoping: With scoping at app level and user level, control and map data to the right stakeholders, restrict unauthorized access to modules that are not in their purview
- Surveys : Configure and roll out Surveys to Tenants and Occupants using Facilio
- Revisioning for Job Plan is supported
- Comments Enhancements: You can now mention other people in comments and get notifications for the same. You can also reply to comments and maintain threads.
- Vendor Kiosk
- RFQ Closed Bid
- Group Invite
Q1 2023
Features
- All new enhanced, simpler and easier to configure PPM 2.0
- Job Plans : Define templates of task list specific to asset/space/categories that can be mapped to multiple PPMs and Work orders
- Template sharing : With this you can control who can access what templates by sharing templates to particular roles.
- Define route and route stops that has sequence of spaces/assets which can be mapped to PPM or Work order
