Talli update · September 23, 2026
Five focused updates.One smoother workflow.
New ways to connect your team, collect payments, manage subscriptions, and keep customers informed.
Explore what's newBuilt from the feedback you've shared.
Five product updates · September 202601 / 05
Overwatch team chat
Keep the office and the field in the same conversation.
Bring technician conversations, team chat, and job context together in Overwatch—and keep the conversation going in Talli Field.
- Message a technician or the team from one workspace.
- Attach a job link so the conversation stays connected to the work.
- Follow unread messages and return to your conversation drafts.
Enable Overwatch in Settings on the web. Mobile features require a compatible Talli Field app version.
Next featureQuick Pay & change orders↓02 / 05
Quick Pay & change orders
Keep field payments connected to the job.
Use Quick Pay in the field with customer and job assignment. When the work changes, revised estimates keep the scope, approval, and balance together.
- Build a Quick Pay payment with items or a custom amount.
- Connect the payment to the right customer and job.
- Carry approved scope changes into the job’s updated total.
03 / 05
Subscription packages
Give ongoing work a place of its own.
Organize recurring services into packages, then manage customer enrollment, payment setup, and recurring activity from one workspace.
- Create packages with pricing, included items, and a photo.
- Choose each customer’s first billing date when assigning a package.
- Review payment health and filter recurring transaction history.
Editing a package changes future assignments. Existing customers keep their agreed terms until you update their package.
Next featureInvoice checkout↓04 / 05
Invoice checkout
A clearer path from the invoice to the payment.
A refreshed invoice email leads to card checkout right on the invoice page, with the details customers need before they pay.
- Review line items and totals alongside embedded card checkout.
- Let customers choose whether to save their card.
- Follow email delivery, payment status, and outstanding balances.
Available payment methods depend on your business’s payment setup. Bank payments can remain pending before settlement.
Next featureCustom SMS notifications↓05 / 05
Custom SMS notifications
Keep customers in the loop before you arrive.
Stay connected between booking and the visit with custom SMS for on-the-way updates and visit reminders.
- Send an on-the-way update from the job’s On my way action.
- Help customers prepare with visit reminders.
- Personalize customer communication with custom SMS messages.
September 2026 update
Five updates. More ways to keep moving.
Explore the September improvements across Field Service, Invoicing, Subscriptions, and customer communication. Keep sharing your feedback as you put Talli to work.
Also in development: QuickBooks Online. We’re testing invoice import and payment recording with a sandbox connection. This preview is not yet available for live business accounts.
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