A big week for automation and mobile: workflow builders can now require custom fields before a task is completed, while the LeadSimple Phone mobile app adds voicemails, conference calling, and group texting — plus new tools for collections and lead-safe compliance. Here’s what’s new.

New and rolling out

  • 🧩 Workflow builders can now add a “Populate custom fields” step that requires assignees to complete selected deal or process fields before finishing the task, helping teams capture critical information at exactly the right point.
  • 🏠 New in-app lead-safety banners flag properties built in 1978 or earlier, plus any property with confirmed lead, so your team sees lead-safe requirements right where they’re working and is less likely to miss a compliance or safety step. Rolling out now.
  • 🔄 Autopilot can now start automatically from a tenant’s rent status, so your collections process kicks off the moment rent goes delinquent instead of waiting for someone to notice — with a new targetable condition for non-rent past-due charges.

Phone & Mobile

  • 📞 Voicemails now appear in your mobile call history, so you can see who left a message and listen right from your phone instead of switching to the web app.
  • 📞 Conference calling is now available in the mobile app, closing a gap for teams who work primarily on their phones.
  • 💬 You can now start a group text conversation with multiple contacts from the mobile app.
  • 🧭 The mobile Recents view can now be filtered to just your own calls and missed calls, making it easier to keep track of your personal activity on shared accounts.
  • ✅ Number dropdowns and message views in the mobile app now show only the numbers you’re connected on, for a cleaner, more focused experience on multi-number accounts.
  • 🔁 The transfer button now works on outbound mobile calls, so you can hand off a call you placed the same way you can with inbound ones.
  • ⏱️ Ring duration before voicemail is now configurable, so callers aren’t left waiting the full 27 seconds before they can leave a message.
  • 📶 Inbound and outbound calling is more dependable after fixes for dropped inbound calls, calls ringing the browser instead of the mobile app, and a “phone service couldn’t reconnect” error — so more calls reach the right device and connect on the first try.

Inbox, Email & Texting

  • ✉️ Inbound texts are more reliable, with a fix so tenant messages consistently show up in LeadSimple.
  • 📬 Mobile texting is smoother after fixes for a “missing recipient details” error, texting non-contacts on iOS, and sending image attachments on Android.

Workflows & Automation

  • ✉️ Scheduled workflow emails now complete their original task after successful delivery, so the workflow advances automatically without manual cleanup.
  • ⚙️ Saving a new lead is more reliable, resolving a timeout that could leave a contact created without its lead.
  • ✅ Property groups now hold their contents dependably after a manual upload, so units you add stay put and your automations keep firing.

Integrations & API

  • 🔄 Non-rent past-due charges now sync across all supported PMS integrations — AppFolio, Buildium, Rentvine, Propertyware, and Rent Manager — so delinquency-based automations work consistently no matter your system.
  • 🔄 Existing Rentvine work orders now continue receiving synced updates — including vendor instructions — regardless of when they were originally created.
  • 🔌 We made API reliability improvements to process queries so filtered results return as expected.

Performance & Reliability

  • ⚡ We made performance improvements that reduce unnecessary loading when you open LeadSimple and use merge tags in instructions.