Guides

Release Notes

v1.7.15


Release Date: August 4th, 2026

Backup User fallback for job creation

  • Jobs that fail to send to Hover with a 422 because the assigned Salesforce user has no Hover account are now automatically retried using a configured backup user, so the job still gets created (under the parent org).
  • Set the fallback via the new Backup User Email (Backup_User_Email__c) field on the Hover Config custom setting; leave it blank to disable the retry.
  • The assignee on the Salesforce Hover Job is left unchanged — existing assignment automations continue to drive reassignment to the intended rep.

Sync visibility on the Hover Job

  • Two new fields report the outcome of each push to Hover:
    Sync Status Sync_Status__c) — Synced, Push Failed, Assignment Failed, or Backfilled.
    Last Sync Error Last_Sync_Error__c) — the status code and response body from Hover when a push fails.

Safer job reassignment

  • Changing a Hover Job's assignee to a user without a Hover account no longer sends an invalid request.
    The integration skips the reassignment call and records the miss on the record Sync_Status__c = Assignment Failed, with detail in Last_Sync_Error__c).
  • Reassignment failures returned by Hover are likewise stamped on the Hover Job instead of being logged out of view.

v1.7.14


Release Date: July 27th, 2026

Markup % and Profit Margin on split-by-trade estimates

  • Markup Percent Markup_Percent__c) and Profit Margin Profit_Margin__c) now populate on each split-by-trade estimate (a custom setting). Previously they appeared only on the combined estimate and were blank on the individual trade estimates.
  • Each trade estimate calculates these from its own line items, so every trade shows values specific to that trade.
    • Markup Percent = the trade's total markup ÷ the trade's cost.
    • Profit Margin = (the trade's price after adjustments − the trade's cost) ÷ the trade's price after adjustments.

Template-level adjustments on split-by-trade estimates

  • Adjustments applied to a single template now carry through to that template's trade estimate, instead of appearing only on the combined estimate.
    • A template-level adjustment now creates a matching record on the Adjustments object Hover_Adjustment__c) for that template's trade estimate, in addition to the record on the combined estimate.
    • Whole-job adjustments continue to divide evenly across the trades, and each trade's total still reconciles to the combined estimate.

v1.7.13

Release Date: July 23rd, 2026

Sales tax on split-by-trade estimates

  • Sales tax on split-by-trade estimates (a custom setting) came out too low. It now matches the sales tax in Hover.
    • Each trade estimate shows its own share of the sales tax, and the trades add up to the estimate total.
    • Trade estimates now show the correct Markup Total, which previously displayed as zero.

Discounts and surcharges on split-by-trade estimates

  • Discounts and surcharges now carry through to split-by-trade estimates, so each trade reflects its share.
    • The total adjustment is divided evenly across the trades on the estimate.
    • Each trade's total price now reflects its share of any discount or surcharge.
    • The Promotions field is now labeled Adjustments (Promotions__c). It shows the combined net of every discount and surcharge on an estimate—when a surcharge is larger than the discounts, the value is negative.

Tax Rate and Waste Factor on estimate line items

  • Tax Rate (Line_Item_Tax_Rate__c) and Waste Factor (Line_Item_Waste_Factor__c) now display as decimal numbers instead of percentages, so you can use them directly in reports and formulas.

v1.7.12

Release Date: July 14th, 2026

Mobile Capture Link support

  • The "Open Photo Capture" deep link now uses an HTTPS smart link (https://hover.app.link?action=capture&identifier=…) instead of the hihover:// custom URL scheme.
    • This resolves cases where the link failed to launch the Hover app from within the Salesforce mobile app. On mobile it opens the Hover app directly to the job's Photo Capture flow; on desktop it falls back to the Hover homepage.
    • New field Mobile Capture Link (Mobile_Capture_Link__c) on the Hover Job record provides this link as clickable text, derived automatically from the Hover Job ID.
    • The hoverDeepLink Lightning Web Component now generates the same HTTPS link, so the on-record button works in the Salesforce mobile app.

Link to Estimate fixed on Hover Job Object

  • The dynamic Estimates related list on the Hover Job record now includes the estimate Name and Hover Material List ID columns, making it easier to open the associated estimate directly from the job.

v1.7.10

Release date: July 9th, 2026

Sub-org webhook support

  • Jobs created in a Hover sub-org can now be shared to the parent org on creation, so the parent org's webhook subscription receives their completion and measurement events — fixing cases where sub-org jobs never completed or pulled measurements in Salesforce.
  • Controlled by the Enable Suborg Access on Job Create setting Hover_Config__c.Enable_Suborg_Access__c)
  • New field: Parent_Org_ID__c on the Hover Job record, stamped automatically at creation.

v1.7.9

Release date: June 26th, 2026

Deep link to the Hover mobile app

  • New hoverDeepLink LWC launches the Photo Capture flow from a record. Placeable on any object via App Builder using the configurable Job ID Field property (default HOVER_Job_ID__c, supports lookup paths like Hover_Job__r.HOVER_Job_ID__c).
  • Companion Hover_Deep_Link__c formula field gives the same link as clickable text. Mobile only.


Auto-create estimates

  • Estimates are now created in Salesforce upon their creation in Salesforce. This functionality is gated behind the the Auto Create Estimate custom setting Hover_Config__c.Auto_Create_Estimate__c), off by default.
  • Upgrade note: grant the guest site user and the Hover permission set access to the new HoverSyncMaterialListOnCreate Apex class, or the flow fails silently.

Create Estimates by Trade/Template

  • Estimates split by trade/template via Split_Estimates_By_Trade__c Custom Setting. This is off by default.

New Fields Added

  • Financing_Provider__c, Financing_Name__c, Financing_APR__c, Financing_Length__c, Financing_Down_Payment__c, Is_Financed__c.all added as new fields to the Hover Estimate object.
  • Adjustments: promotions now modeled as Adjustment_Value__c.
  • New measurement fields: Hips_Length__c and Ridges_Length__c

v1.7.1

Release date: March 4th, 2026

Job Notes

  • Added Hover_Note__c and Hover_Note_ID__c fields to the Hover Job object to
    support creating and updating notes directly from Salesforce.
  • Notes are automatically posted to Hover when a job is created with a note
    pre-filled, and patched when the field is updated on an existing job.

Deliverable Change Request

  • Added support for the deliverable-change-request-state-changed webhook
    event, enabling the integration to process upgrades from Capture Only jobs to
    Roof Only or Complete.
  • On completion, the job's deliverable type is updated in Salesforce and
    measurements are automatically retrieved.

Capture Only, Photos Only

  • Added support for Deliverable ID 7 (Capture Only, Photos Only) when creating
    HOVER jobs from Salesforce.

    Deliverable Sync on Job Completion

  • When a Hover job reaches the complete state, the Deliverable_ID__c field on
    the Salesforce record is now automatically updated to reflect the deliverable
    type in Hover (Roof Only or Complete).

    Hover Estimate Line Items

  • Introduced a new Hover_Estimate_Line_Item__c custom object to store
    individual line items from Hover estimates, with fields for name, product ID,
    quantity, unit cost, total price, markup, tax rate, waste factor, trade type,
    activity code, measurement unit, and variation.

  • Added full CRUD support (create, update, delete, upsert) for Estimate Line
    Items, synced from the Hover Estimate API response.

Estimate Locking

  • Added a new estimate_is_locked__c field to the Hover Estimate custom object
    to track lock status.
  • Implemented HoverLockEstimate and HoverQueueableLockEstimate Apex classes to
    call the HOVER API and lock an estimate.
  • Added a new Lock Hover Estimate Flow to trigger the locking process from the
    UI.
  • Updated the Update Hover Job Flow to incorporate the new estimate lock
    process flow.

v1.6.3

Release date: January 26, 2026

  • Estimation integration (Hover → Salesforce)

    • Added a new custom object: Hover Estimates
    • Supports a one-way sync of estimation data from Hover into Salesforce
    • Users can initiate the Estimation workflow from Salesforce via an LWC on the Hover Job object

  • Inspection integration (Hover → Salesforce)

    • Added a new custom object: Hover Inspections
    • Supports a one-way sync of inspection data from Hover into Salesforce

  • Related lists

    • Added dynamic related lists for Inspections and Estimates on the parent Hover Job object

  • Renaming

    • Renamed Hover Material Lists to Hover Estimates
    • No API name changes: underlying API names remain the same; only the user-visible labels have changed

Updated 1 day ago

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