Document Center, Worker App Delivery Order, Logistics/Maintenance Dashboard

Total Issues Closed: 81

New Features:

• Addresses: Improve search results across the site to include non-postal addresses
• API: Updated packinglist endpoint to return requested quantity.
• API: Added authentication for new wordpress plugin.
• Attachments: .pcad files are now allowed to be uploaded across the site
• Calendars:Added distinct calendar colors based on event type.
• Dashboard:Added links and export functionality to Maintenance Widgets.
• Dashboard:Added a new “Logistics” section.
• Dashboard: Added ability to click on YTD Sales By Month dates to view filtered leads in that date range.
• Document Center (DC):Added the new Document Center to organize all document-related templates and pages. This includes separate modules for Contracts, Invoices, Purchase Orders, Account Statements, Signable Documents, Waivers, Packing Lists, and Vehicle Packing Lists.
• DC-Signable Documents: Added a new Signable Documents module, similar to Contracts but without payment options, including default templates and page support.
• DC-Waivers:Added new Waivers module with two sections: Templates and Signed Waivers, including default templates, signature tracking, and filters for signed, unsigned, and by Lead ID.
• Delivery Planner (beta): An updated version of the delivery planner is available in beta. Documentation to follow in a few weeks.
• Email Templates: Added two new templates, “Vendor - PO Signature Reminder” and “Vendor - PO Signed Notification”.
• Invoices/Pages: You can now assign a default invoice template per page group in the Document Center.
• Leads/Tags: Lead Tags are now available via template variable *lead_tags*
• Leads:Updated the Contracts section to the new Documents system. Users can now manage Contracts, Waivers, and Signable Documents (PO remains separate). Added document status and signed indicators, secure tokenized signing links, and direct access to signed waivers in the Document Center.
• Leads: Refactored links for Quote, Contract, Invoice, Packing list, Waivers, and Signable Documents to use cryptographic unique IDs instead of exposing internal database IDs for improved security.
• List View: Added toggleable list view functionality to category pages.
• Online Quotes: Adjusted future booking restriction to allow customers to create quotes for dates beyond the booking limit.
• Phone: Transcription of recordings and VM will now be separated and labeled by speaker.
• Reports/Customers: Added "Contact Create Date" column for both filters & reports
• Reports/Leads: Added “'Weather: Maximum wind speed in MPH”, “Weather: Wind gust speed in MPH”, “Weather: Chance of rain percentage”, and “Weather: Total precipitation in inches” columns for filter and reports
• Square/Payments:Added a feature to require customers to save their card in order to pay online
• Subscription: Show questionnaire when adding a new location.
• Variables: Added four new variables for weather forecast data: *weather_max_wind_mph*, *weather_gust_mph*, *weather_chance_of_rain*, and *weather_total_precip_in*
• Website:Adding the class .ioCartSonar to a shopping cart icon will add an animation when the cart has items in it
• Wordpress Settings: Added the Sync Status Information on lists and form, only visible when syncing.
• Worker App: Display event order based delivery planner route order

Bugs fixed:

• Automations: Removed batch limit on types ‘set field’ and ‘send data’ action types
• Calendar: Fixed a bug where multi-day events may have shown on just a single day
• Email Center: Test email now includes list-unsubscribe headers when sending Automatic and Newsletters types.
• Filters: Fixed issue when an invalid filter type is applied to a list.
• Gift Cards: Fixed a bug where customers belonging to multiple organizations with gift cards were not handled correctly.
• Inventory: Fixed bug that showed the auto-increment checkbox to all accounts, where it should be to Elite-tier accounts only.
• Leads: Fixed a bug in multi-location accounts where changing the location first triggered an unintended autosave and incorrectly displayed the past date dialog
• Leads: Fixed a bug that could cause the Regenerate Contract prompt to show after saving a lead when it shouldn't
• Leads/Coupons: Fixed a bug preventing coupons from properly being applied when the lead contained gift card items exclusively
• Leads/Emails: Fix a bug causing malformed email addresses to get set in the CC & BCC fields when sending manual emails
• Leads/Templates: Fixed a bug that could cause a discrepancy between the Lead Total displayed in Templates vs Leads page
• Logs: Fixed issue with keyword searching in logs.
• Template Variables: Fixed a bug with the *contract_qr_image* variable leading to an invalid URL
• Workers: Fixed issue with task reminder email.
• Workers/Shifts: Fixed an issue preventing some shifts from being claimed on certain recurring leads
• QBO: Fixed a bug that could cause "penny difference" Tax Discrepancy alerts to send when they shouldn't
• Scheduling: Fixed an issue where inactive workers were still appearing in the lead assignment list.
• Sync Process: Fixed logical issue allowing duplication of category pages on user sites with large inventories
• Sync Process: Fixed an issue where category image updates weren’t updating the featured image in the wordpress interface so the Featured Product Widget was showing old category images
• Website - Reviews Widget: Fixed a bug sometimes causing a discrepancy between total reviews shown by google and our reviews widget
• Website - Images: Fixed an image name mismatch bug that was creating duplicate images in wordpress for some users
• Website - Checkout Process: Fixed an issue that was sometimes taking customers to the wrong locations checkout page if a user had multiple locations