Software for Party Rentals, Events, and Services
 
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Release - 2026-10-13

Joel A. shared this announcement 3 days ago

Features

  • Insurance: Added Inflatable SEL insurance API integration for streamlined quoting and policy purchases.
    • https://rental.software/support/knowledge-base/article/quote-pages-event-insurance
  • Add-ons: Admins can now see whether Add-On and Partner contracts have been sent or signed at a glance.
  • Add-ons: Software add-on creators can now upload ACH instructions and W-9 forms directly from their page.
  • Add-ons: Add-On creators automatically receive a contract link whenever their new Add-On is approved.
  • Add-ons: Admins can now switch accounts to additional white-label brands, including Balloonware.
  • Add-ons: Added an ACH/W-9 status column for creators and partners, showing submitted or needed status per username.
  • Add-ons: Email notifications now alert approvers when add-on or partner requests await approval.
  • Add-ons: Subscribers see shared-data details and consent before adding an addon; creators receive the account owner’s name.
  • Add-ons: Balloonware tiers now share only relevant inventory and recipes, keeping catalogs focused and easier to manage.
  • AI / Chat: See the estimated cost of each AI chat response, with beta pricing clearly shown as free.
    • https://rental.software/support/knowledge-base/article/ai-tools-costs-of-the-ai-assistant
  • AI / Chat: Choose valid AI and worker permissions from catalogs, with labels filled automatically and options documented.
  • AI / Chat: Added a button to copy chat links, making it easier to reference conversations in submitted tickets.
    • https://rental.software/support/knowledge-base/article/ai-tools-ai-chat-general-purpose#:~:text=Q%3A%20The%20response%20was%20incorrect%2C%20hard%20to%20follow%20or%20I%20need%20additional%20assistance.%0AA%3A%20If%20you%20need%20to%20reference%20your%20AI%20Assistant%20chat%2C%20you%20can%20copy%20the%20thread%20and%20submit%20this%20link%20to%20the%20support%20team%C2%A0for%20further%20review.%20This%20will%20save%20to%20your%20clipboard%20on%20your%20device.
  • AI / Chat: Edit MCP tool JSON with syntax highlighting and validation to spot errors and prevent invalid saves.
  • AI / Chat: Unattended agent runs now pause before approval-required actions, then resume or stop when approved or rejected.
  • AI / Chat: Item IDs now link directly to their inventory pages.
  • AI / Chat: Manage tool agent bindings with a clear multi-select list instead of raw JSON.
  • AI / Chat: AI agents now run automatically on one-time, daily, or weekly schedules using read-only tools.
  • AI / Chat: AI Audits now lets you mark completed audits as handled.
  • AI / Chat: Training videos can now be transformed into text documentation that gives AI agents richer context.
  • AI / Chat: Choose valid MCP providers and methods from dropdowns to avoid typos and speed up tool setup.
  • AI / Chat: Paste or drag images into AI Chat to share screenshots and photos without using the file picker.
    • https://rental.software/support/knowledge-base/article/ai-tools-ai-chat-general-purpose#:~:text=You%20can%20also%20drag%20and%20drop%20the%20image%20into%20the%20AI%20Chat%2C%20or%20copy/paste%20the%20image%20in.
  • AI / Chat: AI can now safely read business data to answer questions and analyze operations faster.
  • AI / Chat: Bulk inventory edits are easier with grouped item reviews and an option to approve all changes at once.
  • AI / Chat: AI chat lead links now open directly to lead pages in the back office, keeping users in the browser.
    • https://rental.software/support/knowledge-base/article/ai-tools-ai-chat-general-purpose#:~:text=Look%20up%20Lead,leads%20this%20weekend.%22
  • AI / Chat: Added help bubbles to the AI Assistant’s top-right icons for clearer, more intuitive navigation.
  • AI / Chat: AI Assistant now correctly states that contracts can only be sent in Contracted status or higher.
  • AI / Chat: AI chat now provides accurate answers, avoids unwanted record changes, and handles cross-domain questions.
  • AI / Chat: Reduce AI token usage and improve reliability with concise context and always-current tool guidance.
  • AI / Chat: View and manage AI agents in one place, including their purpose, examples, prompts, and schedules.
  • AI / Chat: Customers can use WordPress MCP tools to check prices and availability, request quotes, and find matching items.
  • AI / Chat: Review tool revision history to see what changed and when, so earlier content isn’t lost.
  • AI / Chat: Chat now supports voice-to-text input and AI-generated titles for easier hands-free messaging and history navigation.
    • https://rental.software/support/knowledge-base/article/ai-tools-ai-chat-general-purpose#:~:text=Voice%2Dto%2Dtext,to%20sending%20it.
  • AI / Chat: AI agents and chat now stay in sync with selected tools and the latest usage guidance.
  • AI / Chat: Enjoy consistent, reliable read, search, and list results across all MCP tools.
  • AI / Chat: MCP tools now provide more consistent and reliable access to database-backed features.
  • AI / Chat: Users can now revert actions initiated through AI Chat, agents, and MCP tools.
    • https://rental.software/support/knowledge-base/article/ai-tools-undo-ai-chat-task
  • AI / Chat: Chat responses now link related items directly, making it easy to open referenced records in the current window.
    • https://rental.software/support/knowledge-base/article/ai-tools-direct-entity-linking-in-ai-chat
  • AI / Chat: You can now attach files to AI chatbot conversations for richer, more context-aware answers.
    • https://rental.software/support/knowledge-base/article/ai-tools-ai-chat-general-purpose
  • AI / Chat: AI Agents can now make AI calls and use MCP tools for more powerful automation.
  • AI / Chat: AI agents now follow worker permissions, allowing read access without write access for safer control.
  • AI / Chat: Added lead creation and editing, plus availability checks by date, time, and required quantity.
    • https://rental.software/support/knowledge-base/article/ai-tools-ai-chat-general-purpose#:~:text=Managing%20leads%20with,or%20send%20them.
  • AI / Chat: MCP tools now use the new entity for improved compatibility and reliability.
  • AI / Chat: Easily activate or deactivate all AI tool settings at once.
    • https://rental.software/support/knowledge-base/article/ai-tools-activating-your-ai-chat-via
  • AI / Chat: Fixed an issue where event bookings could not be found.
  • AI / Chat: The help menu and chat widget now consistently use “AI assistant” instead of “AI chat.”
  • AI / Chat: Improved readability of Chat MCP tool input and output boxes in dark mode.
  • Automations / Emails: Receive a new contract whenever an additional White Label request is approved.
  • Automations / Emails: Fixed empty List-Unsubscribe headers so sent emails now include valid unsubscribe options.
  • Automations / Emails: Sent email logs now display CC and BCC recipients for more complete, accurate records.
  • Automations / Emails: Send automated emails to the managers assigned to each lead, instead of all workers.
  • Automations / Emails: Partners can configure alerts for new users registering through affiliate links or under their brand.
  • Automations / Emails: Businesses can now send customizable last-minute email and SMS offers to boost event revenue.
  • Automations / Emails: Accounts without the Workers module can now grant third-party access from the Workers page.
  • Checkout / Cart: Fixed an issue where available items could incorrectly show as unavailable in the shopping cart.
  • Customers / Organizations / CRM: Lead-specific CRM notes are now clearly distinguished from general notes for easier context.
  • Customers / Organizations / CRM: Create customer profiles directly from an Organization page to streamline CRM setup and tracking.
  • Delivery / Routing: Use Shift+Scroll to zoom out and view more days at once in the Delivery Planner.
    • https://rental.software/support/knowledge-base/article/delivery-routing-delivery-planner-beta-scheduling-autoload-and-route-mapping#:~:text=%2DDate%20Range%20can%20only%20be%20set%20up%20to%20a%207%2Dday%20range.
  • Delivery / Routing: Employees can now track eligible mileage from home to the warehouse for more accurate travel reimbursement.
  • Delivery / Routing: Employees can now track and compensate eligible mileage from home to the warehouse.
  • Delivery / Routing: Route Planner now includes a “Today” button for quickly returning to the current date.
    • https://rental.software/support/knowledge-base/article/delivery-routing-delivery-planner-beta-scheduling-autoload-and-route-mapping
  • Delivery / Routing: Routing improvements keep maps visible, match pins to trucks, filter by delivery day, and surface order details faster.
    • https://rental.software/support/knowledge-base/article/delivery-planner
  • Delivery / Routing: Routing now offers clearer maps, color-coded truck assignments, day-specific pins, and faster access to order details.
    • https://rental.software/support/knowledge-base/article/delivery-planner
  • Delivery / Routing: Route planning is faster with day-specific pins, truck-colored markers, and quicker access to order details.
    • https://rental.software/support/knowledge-base/article/delivery-planner
  • Delivery / Routing: Routing Pin templates now show custom delivery details when hovering over pins in the new delivery planner.
    • https://rental.software/support/knowledge-base/article/delivery-routing-delivery-planner-beta-scheduling-autoload-and-route-mapping
  • Delivery / Routing: All saved delivery starting points are now available as meeting locations for delivery planner shifts.
    • https://rental.software/support/knowledge-base/article/delivery-routing-delivery-planner-beta-scheduling-autoload-and-route-mapping
  • Delivery / Routing: Delivery windows now move behind blocks after placement, keeping the planner view clear.
  • Delivery / Routing: Delivery Planner now offers a persistent block view for clearer detail on desktop and mobile.
    • https://rental.software/support/knowledge-base/article/delivery-planner
  • Delivery / Routing: The beta Delivery Planner now includes a return-to-warehouse block with the warehouse address prefilled.
    • https://rental.software/support/knowledge-base/article/delivery-routing-delivery-planner-beta-scheduling-autoload-and-route-mapping
  • Delivery / Routing: Keep the route map visible while scrolling through trucks in the Delivery Planner.
    • https://rental.software/support/knowledge-base/article/delivery-planner
  • Delivery / Routing: Plan return-to-warehouse trips more easily with selectable warehouses, prefilled addresses, and no extra return travel.
    • https://rental.software/support/knowledge-base/article/delivery-routing-delivery-planner-beta-scheduling-autoload-and-route-mapping
  • Delivery / Routing: Access delivery block details in fewer clicks from the Delivery Planner.
    • https://rental.software/support/knowledge-base/article/delivery-planner
  • Delivery / Routing: Shifts in the Delivery Planner can now be collapsed or hidden for easier scheduling and delivery management.
    • https://rental.software/support/knowledge-base/article/delivery-routing-delivery-planner-beta-scheduling-autoload-and-route-mapping
  • Delivery / Routing: Route planning now supports scrolling over routes and more flexible shift scheduling.
    • https://rental.software/support/knowledge-base/article/delivery-routing-delivery-planner-beta-scheduling-autoload-and-route-mapping
  • Documents / Templates: Keep the formatting toolbar visible while scrolling through editable pages for faster, easier text editing.
  • Documents / Templates: Sites can now assign multiple page groups to one WordPress entry, ensuring checkout pages load correctly.
  • Documents / Templates: The refreshed checkout provides a clearer, more streamlined quote, contract, and confirmation experience.
  • Documents / Templates: New UID template variable available to use for generating links to quote pages in a custom page group.
  • Documents / Templates: Packing lists now print successfully even when leads include attachments.
  • Filters / Reports / Dashboards: Reports can now combine multiple saved filters, include or exclude results, and avoid duplicates.
    • https://rental.software/support/knowledge-base/article/reports-creating-new-report#:~:text=Whether%20or%20not%20you%20would%20like%20to%20apply%20a%20filter%20when%20viewing%20this%20report%20(combing%20multiple%20saved%20filters%20to%C2%A0include%20or%20exclude%20results).
  • Filters / Reports / Dashboards: You can now filter leads by the time a manager survey was completed.
    • https://rental.software/support/knowledge-base/article/filter-field-names#:~:text=Manager%20Survey%20Completed%20Date/Time
  • Filters / Reports / Dashboards: Display aggregate totals for non-sale metrics on Sales Rep Leaderboard
    • https://rental.software/support/knowledge-base/article/dashboard-sales-rep-leaderboard#:~:text=%24%20Average%20Order%3A,of%20the%20leaderboard.
  • Filters / Reports / Dashboards: Dashboard reports can now be saved as PDF files for easy sharing and offline viewing.
  • Filters / Reports / Dashboards: Dashboards now show aggregate totals for conversion rate, close time, and average order metrics.
    • https://rental.software/support/knowledge-base/article/dashboard-sales-rep-leaderboard#:~:text=%24%20Average%20Order%3A,of%20the%20leaderboard.
  • Filters / Reports / Dashboards: Payroll report exports now include clock-in, break-in, break-out, and clock-out notes.
    • https://rental.software/support/knowledge-base/article/payroll#:~:text=Exporting%20Time%20Sheets,your%20spreadsheet%20layout.
  • Filters / Reports / Dashboards: Added text and phone filters for DND workers, enabling tailored automated replies to inbound messages and calls.
  • Filters / Reports / Dashboards: Delivery and return vehicle names are now shown for easier tracking.
  • Integrations / API: Customers can choose higher API and MCP usage limits through paid plans.
  • Integrations / API: API access now verifies account status and enabled modules before allowing endpoint access.
  • Integrations / API: Users can configure global or always-on banners, with item-specific settings taking precedence.
  • Integrations / API: API 6 now provides access to vendors, saved filters, and purchase orders.
  • Integrations / API: CRM journal entries are now available through the API for automations and richer customer context.
  • Integrations / API: QuickBooks reports make sync delays, sequence lengths, and recurring errors easier to monitor.
  • Integrations / API: Handle more requests with increased API limits.
  • Integrations / API: Improved API usage alerts help users manage high usage and avoid unexpected service interruptions.
  • Integrations / API: Safely clean up confirmed duplicate QBO invoices with independent review and auditable safeguards.
  • Integrations / API: Receive an email alert when daily QuickBooks Online billable calls reach 30,000.
  • Integrations / API: Software add-on fees are now calculated before tax to support requirements in select states.
  • Inventory: View the pricing graph on inventory pages to catch incorrect pricing before making changes.
    • https://rental.software/support/knowledge-base/article/adding-a-new-item#:~:text=Price%3A%20Add%20pricing.%20There%20will%20be%20a%20graph%20for%20visualization%20to%20ensure%20your%20pricing%20is%20going%20in%20the%20right%20direction.
  • Leads: Surface type is now required for leads, helping ensure accurate fee calculations.
    • https://rental.software/support/knowledge-base/article/adding-a-new-lead-or-event
  • Leads: Rental availability is clearer with separate attention alerts and detailed conflict explanations.
    • https://rental.software/support/knowledge-base/article/leads-rental-availability
  • Leads: Add an option to make Surface Type required on leads
    • https://rental.software/support/knowledge-base/article/adding-a-new-lead-or-event
  • Leads: Search rental items faster as results appear immediately while availability loads progressively in the background.
  • Login / Access / Permissions: Improved multi-factor authentication for a smoother, more secure sign-in experience.
  • Login / Access / Permissions: Bulk text selected workers without needing permission to delete workers.
  • Other / Misc: You can now send the same attachments to multiple leads at once, reducing duplicate submissions.
    • https://rental.software/support/knowledge-base/article/workers-app-attaching-images
  • Other / Misc: Fiserv download filenames now meet upload requirements, eliminating manual renaming and upload failures.
  • Other / Misc: Users can now receive alerts when photo attachments are added to a lead.
  • Other / Misc: Recover forgotten usernames securely by entering your account email and receiving matching usernames by email.
    • https://rental.software/support/knowledge-base/article/account-recovering-forgotten-username
  • Partners: Partner pages now show the right accounts: White Label logins only, while 3PA includes all accounts.
  • Partners: 3PA applicants now answer required service, user, and endorsement questions during approval.
  • Partners: White Label owners can now apply for third-party access through the 3PA process without losing existing access.
  • Payments for Events: Improved saved-card selection on leads while preserving payment authorization requirements.
  • Payments for Events: Fiserv ACH payments now reconcile reliably, reducing false pending statuses and improving payment accuracy.
  • Phone / Texting: Non-warm transfer announcements now identify the worker and customer, with fallbacks when names are unavailable.
  • Phone / Texting: Non-warm transfers now announce the worker and customer names, with fallbacks and a digit-to-connect prompt.
  • Phone / Texting: Callers now hear the phone number when no matching name is found.
  • Subscription: Admins can control which Sales Reps are authorized to issue refunds.
  • Workers: Improve routing workflows with clearer truck loads, delivery notes, worker feedback, and completed tasks.
  • Workers: Call or text customers faster by accessing their contact numbers directly from the organization screen.
    • https://rental.software/support/knowledge-base/article/workers-app-io-phone#:~:text=Recents%20by%20Search,the%20Worker%27s%20App.
  • Workers: Event actions are easier to find, with relevant task, photo, scan, clock-in, and phone options shown contextually.
  • Workers: Recent logs now show your relevant activity by default, with a “Show all” option when you need everything.
    • https://rental.software/support/knowledge-base/article/workers-app-io-phone#:~:text=Filtering%20the%20Recent,before%20this%20update.
  • Workers: Workers can quickly send “On the way” or custom texts from route, event, and organization screens.
  • Workers: Manage calls and texts faster with swipe actions, photo messaging, in-thread images, and clearer call status.
  • Workers: Securely access permitted backend, organization, and inventory pages from the app with automatic login and MFA.
    • https://rental.software/support/knowledge-base/article/workers-app-navigating-to-the-workers-site
  • Workers: Event data loads in the background, keeping the app responsive with up-to-date loading status.
  • Workers: The Worker app now matches packing lists by hiding accessories from excluded packages.
    • https://rental.software/support/knowledge-base/article/workers-app-packing-list#:~:text=Hidden%20Accessory%20Items,every%20line%20item.
  • Workers: Improved security and compatibility by meeting Google Play’s latest Android requirements.
  • Workers: Dialer status stays accurate after calls, and contact names clear when dialed numbers are edited.
  • Workers: Enjoy clearer icons, faster contact searches, easier voicemail actions, improved scanning, and color-coded truck routes.
  • Workers: Account owners now receive approval instructions by email and can quickly filter third-party and White Label access.
  • Workers: Admins can now view and edit worker availability directly from worker profiles.
    • https://rental.software/support/knowledge-base/article/workers-worker-availability-on-desktop
  • Workers: Workers can open leads directly in the app from shared links, making photo uploads easier without filling phone storage.
  • Workers: Operators can now check signed waivers directly from an event in the Worker app.
    • https://rental.software/support/knowledge-base/article/workers-app-waivers-signable-documents
  • Workers: Workers can now view events beyond the previous two-week dashboard limit.
    • https://rental.software/support/knowledge-base/article/worker-app-dashboard
  • Workers: Workers can access waivers and signable documents during deliveries and item use.
    • https://rental.software/support/knowledge-base/article/workers-app-waivers-signable-documents
  • Workers: The Worker App now includes a to-do list showing all maintenance items.
    • https://rental.software/support/knowledge-base/article/workers-app-maintenance
  • Workers: Scheduling days off is now clearer, with simpler date entry, saving, and backend review.
    • https://rental.software/support/knowledge-base/article/workers-app-requesting-time-off
  • Workers: New White Label accounts stay secure by requiring owner approval before Partner Support can access them.
  • Workers: EH and MN customers can now add workers through Settings > Workers.
    • https://rental.software/support/knowledge-base/article/worker-setup#:~:text=Event%20Hawk%20or,3rd%20Party%20Access%22
  • Workers: Workers can now view optional profile fields, such as door codes and start dates, in the app.
    • https://rental.software/support/knowledge-base/article/workers-app-updating-your-profile#:~:text=Optional%20Fields,fields%20to%20appear.
  • Workers: Field workers can now access AI chat assistance with synced history and permission-limited tools.
  • https://rental.software/support/knowledge-base/article/workers-app-ai-assistant 
  • Workers: Edit position from shifts page, fix payroll summary issues.
    • https://rental.software/support/knowledge-base/article/time-clock
  • Workers: Workers can load multiple events on one vehicle with synchronized packing lists and clear delivery-order grouping.
    • https://rental.software/support/knowledge-base/article/workers-app-packing-list
  • Workers: Account owners now get approval instructions by email and a preset filter for external worker access.
  • Workers: Users are prompted to enter a password before saving and closing a Third-Party Access worker.
    • https://rental.software/support/knowledge-base/article/workers-setting-up-third-party-access
  • Workers App: Improved Worker App navigation and UI consistency, including the phone bar and back arrow.
  • Workers App: Added dark mode to the Worker app for a more comfortable viewing experience.
    • https://rental.software/support/knowledge-base/article/workers-app-enabling-dark-mode
  • Workers App: Maintenance tasks can now be assigned priorities and sorted accordingly.
    • https://rental.software/support/knowledge-base/article/workers-app-maintenance#:~:text=Maintenance%20Priority,Notes
  • Workers App: Worker App now displays the appropriate IO or EO logo instead of the InflatableOffice name.
  • Workers App: Worker App inventory items are now clickable, while packing list items remain unchanged.
    • https://rental.software/support/knowledge-base/article/workers-app-packing-list#:~:text=Opening%20Item%20Details,won%27t%20appear%20here.
  • Workers App: Workers can review, filter, and manage notification history with quick links to related app content.
    • https://rental.software/support/knowledge-base/article/workers-app-notifications-tab
  • Workers App: Workers can now use the company address book to call colleagues and favorite one number per worker.
    • https://rental.software/support/knowledge-base/article/workers-app-company-address-book
  • Workers App: Vehicle packing lists now show only delivery items, reducing confusion when loading routes.
    • https://rental.software/support/knowledge-base/article/worker-app-vehicle-packing-list-deliverreturn
  • Workers App: The Verify button is now primary, while “Send new code” is lower and less prominent.
  • Workers App: Vehicle packing lists now show warehouse reloads and breaks included in the route.
    • https://rental.software/support/knowledge-base/article/workers-app-packing-list
  • Workers App: Maintenance lists now show item images when available, making affected items easier to identify.
  • WP Plugin: AI-powered WordPress sites can now be safely previewed, adjusted, published, discarded, and rolled back.
  • WP Plugin: Users can manage sites through MCP tools, including listing, syncing, generating, launching, and updating settings.
  • WP Plugin: Audit trails now show who changed plugin-managed content, what changed, when, and where it came from.
  • WP Plugin: Featured Product Widgets now let you control the display order of categories and products.
  • WP Plugin: Enjoy a more intuitive and effective product filtering experience.
  • WP Plugin: Improved the IO plugin interface for a smoother, more intuitive user experience.
  • WP Plugin: Plugins are now more reliable, delivering a smoother user experience.
  • WP Sync: WordPress setup now offers clearer guidance and a smoother path to creating a dev site.

    • Bug Fixes

  • Add-ons: Multi-location add-on owners now receive “New Addon Subscriber” alerts when enabled.
  • Add-ons: Improved the Available Vendor Items preset so Balloonware subscribers see inventory results without timeouts.
  • Add-ons: Third Party Access now prevents duplicate support workers when grants are submitted at the same time.
  • Add-ons: White-label accounts now display their own favicon in the browser tab instead of a cached IO or EO icon.
  • AI / Chat: Preview your website with personalized mockups using your own branding and photos.
  • AI / Chat: AI now updates a lead’s delivery method and surface type, even when requests contain typos.
  • AI / Chat: Improved permission enforcement for AI tools and expanded support for permitted report columns.
  • AI / Chat: AI tools settings now reflect database-configured tools with clear none, read, and full access levels.
  • AI / Chat: AI-created email templates now appear correctly in Email Center searches.
  • AI / Chat: MCP tools now deliver more consistent results across environments.
  • AI / Chat: AI Chat approval prompts, buttons, and results now fit on mobile without horizontal scrolling.
  • AI / Chat: Contract template edits now apply changes correctly, recognize current variables, and preserve default status.
  • Automations / Emails: Triggered emails now send as expected, so customer automations run on schedule.
  • Automations / Emails: Quote emails now display the company name as the sender, matching emails sent from leads.
  • Automations / Emails: Automation logs now show webhook retry failures and counts, making missed triggers easier to diagnose.
  • Automations / Emails: Improved webhook retry handling for time-sensitive filters to reduce missed deliveries.
  • Automations / Emails: Blocked-user emails now reach the account owner, even after account updates.
  • Automations / Emails: Email automations now include attachments from email templates when sending messages.
  • Automations / Emails: Temporary leads sending automated emails
  • Automations / Emails: Fixed an issue where manually sent emails could use the wrong selected sender address.
  • Automations / Emails: Payment-declined emails now send reliably.
  • Automations / Emails: Backup email alerts now include only upcoming events from your account.
  • Calendar: One-day events now display only on their scheduled day in the IO calendar.
  • Calendar: Return window details now display correctly in Google Calendar events.
  • Checkout: Printing a Classic contract no longer submits or signs the form, keeping contracts unsigned until you sign them.
  • Customers / Organizations / CRM: Fixed an issue that caused the organization CRM to load indefinitely.
  • Customers / Organizations / CRM: Emails sent by workers now appear in CRM records for authorized teammates, improving collaboration.
  • Customers / Organizations / CRM: Sales emails now appear reliably in the CRM, making important customer communications easier to find.
  • Customers / Organizations / CRM: Organization links now open the relevant current organization instead of outdated accounts.
  • Customers / Organizations / CRM: CRM quote alerts now appear in the notifications bell as expected.
  • Customers / Organizations / CRM: Users can now trace inactive customer profiles created without any information.
  • Customers / Organizations / CRM: Calls and texts are now assigned to the correct location when searching by phone number.
  • Customers / Organizations / CRM: Customer imports no longer create duplicate Customer Type 2 records, keeping customer data accurate.
  • Customers / Organizations / CRM: Fixed an issue that could prevent CRM logs from loading properly.
  • Customers / Organizations / CRM: CRM list view now shows accurate item counts, including fully closed orgs.
  • Delivery / Routing: You can now save packing lists as PDFs without losing your route or returning to a blank screen.
  • Delivery / Routing: Improved printing reliability so users are consistently taken to the print utility.
  • Delivery / Routing: Cancelled leads no longer appear as leads without assigned vehicles in the print utility.
  • Delivery / Routing: Force refresh now reliably clears map-distance cache entries, ensuring refreshed location data is used.
  • Delivery / Routing: Return-to-warehouse blocks now display correctly on vehicle packing lists and can be modified.
  • Delivery / Routing: Routing sheets now display matching times, eliminating the need for manual checks.
  • Delivery / Routing: Removed shifts no longer reappear, helping ensure routes stay scheduled on the correct day.
  • Delivery / Routing: Orders no longer disappear when rescheduling deliveries, helping ensure they remain visible and routed correctly.
  • Delivery / Routing: You can now add address blocks when travel time shifts to fit the schedule.
  • Delivery / Routing: Improved mobile route planner detail boxes for better visibility on phone screens.
  • Documents / Templates: Contract generation now avoids timeouts caused by self-referencing rental details.
  • Documents / Templates: Vendor documents now handle currency-formatted accessory costs without rendering errors.
  • Documents / Templates: Waiver templates now show the rented units instead of leaving rental variables unresolved.
  • Documents / Templates: Packing Lists now print correctly, including items and rental-item documents, with key details in the expected layout.
  • Documents / Templates: Contracts now accurately reflect staffing and electrical responsibilities based on event type and generator selections.
  • Documents / Templates: You can now remove the default setting from waivers and signable document templates.
  • Documents / Templates: Organization statement PDFs now include all leads, not just the oldest one.
  • Documents / Templates: Account statements now correctly show the amount due and days past due.
  • Documents / Templates: Packing lists now display consistently, regardless of where you open them.
  • Documents / Templates: Large leads now render Quote Confirm, contracts, and invoices much faster while preserving pricing and line items.
  • Documents / Templates: Fixed an error that could prevent shift searches from loading results.
  • Filters / Reports / Dashboards: Report filters now clear correctly, so your default lead view updates as expected.
  • Filters / Reports / Dashboards: Dashboard chart links now take you straight to the lead details page.
  • Filters / Reports / Dashboards: Recent Call Dashboard now displays call times in your correct local timezone.
  • Filters / Reports / Dashboards: Delivery and return vehicle filters now correctly show only leads without an assigned vehicle when using “Is Not Set.?
  • Filters / Reports / Dashboards: Reports now correctly display results when combined with filters.
  • Filters / Reports / Dashboards: Dashboard widget drilldown duplicates leads
  • Filters / Reports / Dashboards: Report filter not being removed from lead list
  • Filters / Reports / Dashboards: Incorrect timezone conversion in Recent Calls preset widget.
  • Filters / Reports / Dashboards: Printed reports now show the correct “Time Sensitive?” values, matching the live report.
  • Filters / Reports / Dashboards: Fixed lead searches that failed when filtering by agent status creation time.
  • Filters / Reports / Dashboards: Fixed lead searches that failed with a database error when filtering by sent date.
  • Filters / Reports / Dashboards: Lead location filter is now available when creating filters for multilocation users.
  • Integrations / API: Confirmed multi-realm QBO mapping issues while preserving safeguards against duplicate Items during exports.
  • Integrations / API: QBO sync now prevents duplicate products and preserves taxable status, keeping invoice totals accurate.
  • Integrations / API: Fixed an issue preventing rental and invoice data from importing into QuickBooks.
  • Integrations / API: Tax details now export correctly to QuickBooks Online, including items subject to only one tax.
  • Integrations / API: QBO invoice exports now safely handle account-limit errors without creating incomplete invoices.
  • Integrations / API: QuickBooks sync now prevents missed lead imports and incorrect organization updates.
  • Integrations / API: API6 lead lists now honor numeric filters, return results faster, and reduce database load during high-volume requests.
  • Integrations / API: API users can now write fee and lead custom fields to fully automate quote creation.
  • Integrations / API: Leads in Complete status now sync correctly to QuickBooks Online.
  • Integrations / API: Resolved an issue preventing leads from syncing to QuickBooks.
  • Integrations / API: Canadian invoices with partial tax exemptions now export the correct GST and provincial taxes to QuickBooks Online.
  • Integrations / API: Added a public API endpoint for availability and pricing, with documentation for easier integration.
  • Integrations / API: Improved the QBO integration for a smoother user experience.
  • Integrations / API: Completed leads now export to QBO after their event dates pass, even when invoices remain unpaid.
  • Integrations / API: QuickBooks syncs now continue for other accounts when one account encounters a diagnostic logging error.
  • Integrations / API: Successful QuickBooks syncs no longer trigger unnecessary deactivation or token refreshes.
  • Integrations / API: Payments now sync reliably to QuickBooks Online, keeping lead payment records up to date.
  • Integrations / API: Invoices now update successfully when zero-value inventory headings exceed QBO’s 100-character limit.
  • Integrations / API: Fixed an issue preventing purchase orders from syncing to QuickBooks Online as bills.
  • Integrations / API: Payments now sync correctly to QuickBooks Online after lead updates.
  • Integrations / API: Long item names now sync to QBO using the first 100 characters.
  • Integrations / API: Prevented duplicate invoices and incorrect deleted-payment statuses when QuickBooks responses are unreadable.
  • Integrations / API: Improved protection of sensitive payment data in API responses.
  • Integrations / API: API keys with Full Access can now retrieve Overview Stats successfully.
  • Integrations / API: Zapier now pulls all events matching your selected filters, including completed events—not just Confirmed events.
  • Integrations / API: Large QBO invoices now sync more reliably without blocking the rest of the account’s processing.
  • Integrations / API: Improved Meta purchase tracking reduces duplicate conversions for more accurate campaign reporting.
  • Integrations / API: Fixed API6 status lookups so authorized users can retrieve account-owned statuses without server errors.
  • Integrations / API: QBO payment processing is faster with fewer redundant payment method requests during account syncs.
  • Integrations / API: Resolved an issue preventing payments from syncing to QuickBooks Online.
  • Integrations / API: Improved API performance and service stability during high-volume requests.
  • Integrations / API: Newly categorized rental items now appear on category pages, helping customers discover more inventory.
  • Inventory: Price restrictions now correctly prevent quotes for restricted tents.
  • Inventory: Customers can now request quotes only for tents within price limits, while canopy tents remain available.
  • Inventory: Packing lists now correctly calculate fractional item quantities, including amounts below one.
  • Inventory: Consumable inventory now excludes future quotes, keeping stock alerts accurate.
  • Inventory: Fixed Inventory search with the “Available Vendor Items” preset so searches now return results instead of failing.
  • Inventory: Fixed an issue that prevented items from appearing on quotes.
  • Inventory: Vendor-shared items now appear correctly, so locations can access shared concessions and equipment.
  • Leads: Test email sends now trigger only once, preventing duplicate messages.
  • Leads: Vendor requests and acceptance views now show all vendor items scheduled across multiple days.
  • Leads: Vendor requests and acceptance sections now show all vendor items across multiple days.
  • Leads: Saving a lead as a copy no longer carries over vendor item availability or cost.
  • Leads: Blackout dates no longer appear as conflict warnings when they don’t affect a booking.
  • Leads: Leads now retain the correct venue details and are no longer incorrectly affected by blacklisted venues.
  • Leads: Rescheduling a recurring event now clears outdated conflicts from its previous date.
  • Leads: Vendor PO signature reminders now send reliably when vendors don’t sign within the configured timeframe.
  • Leads: Check payments now reliably record in IO, reducing the need to re-enter payments.
  • Leads: Bookings can no longer exceed available inventory, keeping availability counts accurate.
  • Leads: Existing lead answers remain intact when optional-field choices are removed.
  • Leads: Optional venue equipment fields now accept 0, keeping templates working correctly.
  • Leads: Rain probabilities are now consistent across lead, event, and local forecast views.
  • Leads: Fixed an issue preventing the BUY2 coupon code from being applied at checkout.
  • Leads: Declined leads now invalidate quote links, preventing customers from accessing those quotations.
  • Leads: Illinois tax rates are now more accurate, helping prevent undercharging on rentals.
  • Leads: Fixed quote loading for leads with accessories, allowing rentals to be reviewed without freezing.
  • Leads: Venue county now automatically populates lead records for more complete address details.
  • Leads: Lead pricing recalculations now succeed for manually priced promo fees with blank amounts, so changes can be saved.
  • Leads: Customers can no longer change the assigned sales representative when autobooking.
  • Leads: Corrected tax calculations for Waller County venues to apply the appropriate county tax rate.
  • Leads: Malformed quote dates now show a validation error instead of causing failures, while valid date formats continue to work
  • Leads: Lead logs now accurately display Google Forms activity and associated IP addresses.
  • Leads: Investigated reports of newly created customers becoming inactive unexpectedly.
  • Leads: Public quote requests now complete successfully even when a promotion has a blank fee amount.
  • Leads: Optional fields now default to checked when customers submit leads through your website.
  • Leads: Resolved slow and unreliable saving for confirmed-status leads.
  • Leads: Venues can now be searched and selected on leads without unrelated location or blacklist filters.
  • Leads: Resolved an issue preventing users with read-only venue access from viewing venue details on some leads.
  • Leads: Blackout dates now reliably block bookings for the full selected event duration.
  • Leads: Leads now stay visible and keep their status, so confirmed events won’t disappear from your list.
  • Leads: Payment convenience fees now calculate correctly when duplicate card payments are declined.
  • Leads: Clients can now view sent contracts reliably without intermittent errors.
  • Leads: Attachments sent by drivers now upload correctly to the associated leads.
  • Leads: Damage waiver totals now correctly include duplicated items on a lead.
  • Login / Access / Permissions: Changing your password can now log you out of all devices for better account security.
  • Optional Fields: Improved default damage waiver handling to ensure the correct coverage is applied.
  • Other / Misc: Manage third-party accounts faster with clearer navigation, search, and a streamlined setup flow.
  • Other / Misc: Lead pages now show the correct required deposit based on your configured deposit rules.
  • Other / Misc: Search filters now stay applied when closing a preference, making settings easier to browse.
  • Other / Misc: Fixed date and time picker scrolling to prevent forms from jumping upward on small screens.
  • Other / Misc: Fixed filter saving and contract template closing so changes save clearly and dialogs close properly.
  • Partners: New white-label signups no longer inherit unwanted approved White Label partner records.
  • Partners: Improved third-party access to authorized settings and partner accounts.
  • Partners: White Label templates now retain partner branding after approval, and affected templates have been repaired.
  • Payments for Events: Square OAuth now prevents conflicting payment processors from being enabled at the same location.
  • Payments for Events: Resolved an issue preventing users from clicking PAY NOW and completing payments.
  • Payments for Events: Payments now route to the correct Square location for each website in multi-location accounts.
  • Payments for Events: Customers can now pay multiple open invoices together without incorrect “amount too high” errors.
  • Payments for Events: GlobalPayments reports now reliably include Quote IDs, making transactions easier to match to their quotes.
  • Payments for Events: Credit card payments now process without an unintended surcharge.
  • Payments for Events: Fixed invoice payments so large CardConnect surcharges complete without failing after charge.
  • Phone / Texting: Fixed an issue that could drop incoming calls, helping calls connect on the first try.
  • Phone / Texting: Fixed iOS IO Workers messages being truncated when “<” is followed by text or numbers.
  • Phone / Texting: Text message templates now preserve spacing when sent.
  • Phone / Texting: Scheduled text messages now reliably create CRM journal entries for editing or cancellation.
  • Phone / Texting: Call transcriptions now retry automatically when they fail, so you can access transcripts without contacting support.
  • Phone / Texting: Large and silent IO Phone recordings now process reliably, with transcripts, valid no-speech results, and retries.
  • Phone / Texting: Hold transfers now follow the delay settings configured for each extension.
  • Phone / Texting: Warm transfers now honor configured extension delays and ring recipients in the intended order.
  • Subscription: Users can now switch to the Marketing Ninja brand without errors.
  • Training / Guides: The IO training drop-down now correctly lists available add-ons.
  • Training / Guides: Workers can now receive and complete assigned training and quizzes without getting stuck after the first question.
  • Workers: Workers app login now correctly recognizes username case sensitivity, improving sign-in reliability.
  • Workers: Clicking a Workers app alert now opens the intended message after login.
  • Workers: Fixed an error that could prevent loading status updates from displaying correctly.
  • Workers: Navigation now reliably opens the correct records and preserves page context, including after reloads and back navigatio
  • Workers: Upcoming Schedule now shows payment status accurately, excluding declined and refunded transactions.
  • Workers: Unsaved changes are now preserved when navigating from the loading or vehicle packing list to the phone screen.
  • Workers: Worker Site calendars now load faster when shift summaries include notes.
  • Workers: Accounts with Event Hawk can now add other approved third-party and White Label support workers.
  • Workers: Inactive workers no longer appear as call options, helping users place calls from the correct number.
  • Workers App: Fixed an issue where contracts paid in full incorrectly showed an outstanding payment due.
  • WP Plugin: Search results now update instantly as you type for a faster, smoother search experience.
  • WP Plugin: Improved visibility of View Product buttons and item names on white product cards.
  • WP Plugin: Improved Reviews widget styling keeps logos proportional and text typography consistent.
  • WP Plugin: Lead updates now save reliably without duplicate-entry errors.
  • WP Plugin: Fixed inventory availability checks that stayed stuck loading on the All Items page.
  • WP Plugin: Website quotes now retain selected items when blackout dates would otherwise trigger a vendor substitution.
  • WP Sync: Large inventories now resume faster, reducing sync delays and helping full synchronization complete reliably.
  • WP Sync: Category syncs now preserve accessory images, preventing accessories from appearing broken or imageless.
  • WP Sync: Category pages now generate reliably, including pages for categories created in IO.
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