AI SEO Monitoring, Consumable item alerts, IO Phone recording enhancements

Total Issues Closed: 143

New Features:

• AI SEO Tool: You can now audit your company rank in AI tools Gemini and ChatGPT. We’ve added it as regular tracking to our SEO paid plans as well
• Automations: Allow custom cell numbers as an option for text actions.
• Coupons: Added % of Distance Charge Fee Option
• Dashboard: Added quarters as a date option for widgets.
• Dashboard: Sidebar sections can be renamed and reordered.
• Delivery Planner: Added persistent hide/show controls for shifts, improved linked shift placement and ordering, and tightened related UI/error handling for a more stable scheduling workflow
• Email Center: Added support for organization filters.
• Filters: Added Lead $ Auto Discounts filter, which tracks automatically applied leadfee discounts.
• Inventory: Ability to add or replace images with the ‘edit multiple’ option.
• Inventory: Load accessories from an inventory filter.
• Inventory: Email alert when a consumable item drops to a configurable threshold.
• IO Phone: Added a per-ring-schedule voicemail option so extensions with multiple ring schedules can choose which worker or group voicemail box receives unanswered calls
• IO Phone: You can now disable recording for outbound calls while continuing to record inbound calls
• IO Phone: You can now turn off the audible recording notice or customize the notice message that plays before recorded calls
• IO Phone: Added linked Call Log routing details for Ring Schedules, Extensions, Workers, Groups, Voicemail, Recordings, and Custom Rules
• Leads: Improved lead status handling when editing pricing so temporary deposit/balance changes no longer cause accidental status upgrades
• Leads: Show Purchase Orders (PO) as live documents, similar to contracts, with the ability to customize or archive them.
• Merchants/Fiserv: Added setting to set the number of days before the event occurs before ACH payments are no longer allowed
• Payments/Global: Dependent Refunds are now supported
• Training: Allow content to be viewed by customers by adding a ‘Copy URL’ button
• Training: Share content securely by worker and/or worker positions
• Templates: Add delivery and return window start/end mishmash variables.
• Template Variables: New lead packing list status variable.

Bugs fixed:

• API: Added safeguards when API receives empty parameters for taxes and event start and end times to remain unchanged.
• Contract Templates: Fix crash when creating or updating contracts.
• Contracts: Improved contract access for logged-in users by handling invalid-status WordPress contract pages differently so the contract can still be viewed
• Dashboard: Removed non-user friendly columns when exporting reports through a widget.
• Dashboard: Fixed a time interpretation mismatch between the backend and the database, causing certain reports to show zeros.
• Delivery Planner: Fix several saving issues affecting shifts in certain cases
• Delivery Planner: Fixed an issue preventing Setup or Tear Down times from propagating to/from the planner and lead
• Delivery Planner (Legacy): Fixed a multi-location issue where the warehouse map pin would not reliably point to the actual warehouse address
• Email: Upgraded database to allow for larger email sizes and avoid early truncation.
• Emails: Updated Recent Quote email suppression so lower-status leads that already prevent auto-emails no longer block valid quote follow-ups for the same customer
• Filters: Fixed duplicate saved filters appearing in the filters list when a filter had multiple tags
• Filters: Whitespace is now ignored in "Message Text" equality filters so matching is not affected by accidental leading or trailing spaces
• Inventory: Fix accessories loaded from filter showing incorrect Inactive status and broken name links.
• Inventory: Fixed issue with circular accessory error not scrolling to display.
• Inventory: Fixed issue with creating new packages.
• IO Phone: Fixed worker email prioritization in Ring Schedules; missed call and voicemail alerts now correctly reach both workers and configured emails.
• Leads: Fix "Disable AutoSave in leads for past dates" preference not applying to existing leads.
• Leads: Prevented Partial status leads from being auto-booked through Quote Confirm, blocking incomplete leads from moving forward even if a third-party redirect sends the customer to the wrong lead
• Leads: Fixed an issue causing multi-level accessory items to multiply when multiple instances of that item existed on the lead
• Leads: Improved address blacklist matching so common street abbreviations like "Road" and "RD" are treated consistently when checking whether a booking should be blocked
• Leads: Added protection against stale admin saves overwriting newer payment or contract-signature updates when multiple lead updates happen at nearly the same time
• Leads: Prevented duplicate manual payments during slow lead saves by keeping the Save button locked until new manual transactions finish saving
• Leads: Fixed an autosave race condition that could briefly save an incomplete Temporary lead into Contract status and apply contract-related side effects before reverting
• Leads: Fixed attachment list layout issues at smaller screen widths
• Leads/Lists: Fixed stale search and prefetch responses from overwriting newer sort results, preventing incorrect ordering and duplicate load-more requests after rapid sort changes
• Payments/Fiserv: Fixed Fiserv tokenized card handling so saved cards, recharges, and refunds now work and display correctly for Fiserv users
• Payroll: Do not allow clearing time clock times.
• PO: Fix Purchase Order showing incorrect images for vendor accessory items.
• SEO: fixed glitch with it not always starting to collect data for new clients
• Signable Documents: Fix signable documents defaulting to IO contract when sent via automation.
• Signed Waivers: Fix ambiguous-column error when filtering Signed Waivers by date.
• Template Variables: Fixed issue with rental packing list status.
• Training: Fixed issue with viewing youtube videos
• Vehicle Packing List: Fix warehouse location variable not rendering for rental accessories on vehicle loading lists.
• Venue Merge Utility: Fixed merge checking for name within list of merged items and stopping merge.
• Optional Fields: fixed a bug where account type fields didn’t work with the “custom-FIELD_NAME” syntax.
• Website: Added a city/state input box for importing google reviews in plugin to alleviate server proximity issues
• Website: updates to accessories of a package now properly sync changes to the package’s rental page to reflect the updates
• Website: fixed dev sites “Sync in progress… “ getting stuck on from skipping upload of apple pay file
• Worker App: Fixed issue with duplicate event.
• Workers: Fixed recurring lead worker shift reminders so copied shifts use each recurring occurrence's own schedule instead of pulling old shift details from the parent lead
• Website: Fixed an issue where a multi-location site with a category named the same as another locations category on full/force sync would try and sync both categories and lead to two separate broken category pages