Public and Private Comments / Files by Default
You can now choose whether comments for items and attached files in orders and estimates should be public or private by default.
Public comments are visible to clients on public pages and printed documents, while private comments remain visible only to employees inside RO App.
This helps teams:
reduce the risk of accidentally sharing internal notes with clients;
standardize communication workflows;
make comment visibility more predictable for employees.
To configure the default visibility of comments:
1. Go to Settings > General > Workflows.
2. Set the default values you need for comments and uploaded files.
Custom Employee Name Display on Public Pages
You can now configure how employee names are displayed on:
online booking pages;
order public pages;
estimate public pages.
This allows businesses to choose how employees appear to clients depending on their workflow and communication style.
For example, you can display:
full employee names;
first names only;
custom employee names.
The setting is available in Settings > Employees.
Filter Active and Written-off Assets
We’ve also added the ability to filter active and written-off assets.
This helps employees:
quickly find active assets;
separate written-off assets from active ones;
work with asset lists more efficiently.
The new filter is available in Inventory > Assets.
If you have any questions, suggestions, or comments regarding these updates, please contact us via Support chat.