Why this release matters for UK tradespeople and mobile service businesses
Every improvement in this branch was scoped around feedback from contractors, field service teams, and mobile service businesses: make data capture more flexible, keep finance teams in sync, and ensure onboarding new staff does not require a workshop. Whether you're running a plumbing business, electrical contracting firm, mobile cleaning service, mobile valet operation, pet grooming business, or any on-site service company, the highlights below map each update to the value you will feel day-to-day.
Personalise every capture form
New reusable custom-field components power the entire CRM, so teams can store exactly what they need without spreadsheets or workarounds.
Quote faster, bill smarter
Calculated fields, surcharge tracking, and deposit reminders keep proposals, invoices, and ledgers perfectly in sync.
Onboard users in minutes
Built-in tours, refreshed layouts, and embedded help links explain powerful builders without training calls.
Confidence at scale
New security checks, schema guards, and automated notifications keep mission-critical workflows resilient.
Feature deep dive
Custom data captured once, available everywhere
Dozens of commits expand the custom-fields engine from a standalone experiment into a platform capability.
- Add bespoke fields to quotations, invoices, jobs, customer profiles, and the public form builder without code.
- Inline editing on customer overviews means teams can update critical tags or notes without opening modal windows.
- APIs now honour tenant isolation, capability checks, and consistent column naming so integrations stay reliable.
- Reusable UI components keep design consistent across CRM screens and embed experiences.
Modern form builder with calculated logic
We rebuilt the form builder front to back so customer capture flows feel polished and on-brand.
- Calculated fields, deposit toggles, and surcharge handling mirror finance rules before a quote is even created.
- Mobile-first layouts, refreshed styling, and reorganised headers keep editing comfortable on tablets and laptops.
- New quick actions jump straight into the Customisation Hub, embed help, or template previews from the dashboard.
- Public embeds inherit your colour tokens automatically and strip risky scripts for safer sharing.
Template builder + document automation upgrades
Templates now combine AI helpers, PDF uploads, and tour-led onboarding so every team member can produce branded paperwork.
- Guided tours walk through the Visual Builder, AI Builder, and Code Editor with consistent labels and actions.
- PDF template uploads intelligently match variables, validate risky JavaScript, and surface live preview parameters.
- Template inheritance controls, dynamic variables, and theme-aligned colours ensure outputs always match your brand.
- Mobile optimisations keep long templates responsive while reducing whitespace and improving button spacing.
Finance, quoting, and ledger improvements
From first estimate to ledger reconciliation, finance workflows picked up resilience and automation.
- Draft/Status handling for quotations and invoices prevents premature sends and clarifies what needs approval.
- Surcharge persistence flows from custom fields into invoices, ensuring every line item is billed correctly.
- Deposits, calculated totals, and auto-selected customers reduce manual clicks when building new invoices.
- QuickBooks sync now highlights connection health, error states, and production deployment steps in-app.
Workflow wins & reliability boosts
Navigation & productivity
- New workspace quick actions surface the Customisation Hub directly from the dashboard.
- HivePlanner deep links and scrolling tweaks keep long wizards feeling snappier.
- Crew dashboards emphasise priority workflow actions so teams jump straight into work.
Security & reliability
- HMAC-protected transaction PDFs ensure download links stay private.
- Schema sync ordering prevents foreign-key issues when updating tenants.
- Improved Stripe expiry sync and subscription validation keep account states accurate.
- Internal notifications fire whenever a new user is created, giving admins full visibility.
Integrations & data hygiene
- Unified integrations hub replaces scattered QuickBooks pages with a single destination.
- Force-clear endpoints removed and status cards refreshed for clarity.
- Subsidiary updates streamline follow-up actions after an integration change.
Ready to streamline your mobile service business?
Jump into the builders, invite your field team, and start capturing richer data for your business. Whether you're a contractor, mobile valet operator, pet groomer, or any on-site service provider, everything described here is live and ready to help UK tradespeople and mobile service businesses work more efficiently.
All these updates are available in all tiers, as usual. There are no feature locks. Every plan includes every feature - because that's how it should be. Some platforms restrict their best tools to expensive tiers, but we don't believe in that. Pricing only scales with team size - not features.
No upsells. No hidden tiers. No enterprise nonsense.
- Add new custom fields to your live forms
- Invite teammates to the refreshed builders
- Connect QuickBooks and Stripe with the new guides
- Run through the guided tours to learn the latest UX
This form is built with HiveSuite's new custom form builder - see how easy it is to capture tailored data for your mobile service business, whether you're a contractor, mobile valet, pet groomer, or any on-the-go service provider.
PS: "Let us know your thoughts" isn't even a built-in field - the entire form was created using the new builder. You can add, rename, and reorder fields however you like, and they'll sync straight into your HiveSuite environment.