Fiserv Payment Integration, Warehouse Pickup Tax Logic, and Enhanced Calendar Customization

Total Issues Closed: 101

New Features:

• Automations: Allow Surcharge option for "Charge Card" to automatically apply surcharge fees, if necessary
• Calendar:Added settings in General Preferences allowing users to customize colors for delivery, pickup, and multi-day events.
• Calendar: Added separate event counters: green for new events starting that day and red for multi-day events continuing into that next day.
• Delivery Methods: Added new “Pick-up at Warehouse” setting. When set to “Yes” tax calculation depends on the address of the warehouse rather than the address of the delivery.
• Delivery Planner: Various features & stability improvements
• Display Order: Allow users to customize which fields auto-expand in the leads page (if applicable) with UI overhaul.
• Email Center: Hide/exclude templates generated by the email spooler from Email Center and delete templates once cron task gets processed.
• Filters: Added two new comparison options for the “Current Time” field name on any filter type that has that field. “Is before/after daily time” will take a time input and compare against Current Time.
• General Preferences: Added a new setting that adds a threshold to the warning that occurs when your date or time on a new Lead is in the past and you try to save or an AutoSave occurs. You can also now disable that warning completely.
• Knowledge Base: Added a new entity UI for FAQ/KB. Will be used as context for your AI agents in the future (currently found only by searching settings).
• Leads: Added direct Quote, Contract, Invoice & Packing List links to the Events History section
• Leads/Event History: Events History list now displays all events from the organization instead of just from that particular contact.
• Merchants: Added full Fiserv payment integration. You can now enable Fiserv as your credit-card merchant (only one merchant can be active at a time). Updated Lead and payment pages to support Fiserv using the same flow as CardConnect.
• Packing Lists: Show all loaded quantities for each status.
• Print Routes: Allow selecting vehicle before loading date range.
• Shared Items: Item availability now checks vendor blackout dates.
• Surveys: Added Export to Excel functionality alongside existing CSV export button.
• Shifts: Removed the ‘Delete’ button from the Shifts page since shifts cannot be deleted.
• Warehouse Addresses: No longer allow PO box for company or warehouse address.
• Worker App: Ability to capture signatures and card present payments with Fiserv.
• Worker Profile: Allow users to enter more than 2 characters in the State form field.

Bugs fixed:

• API: Added POST requests support to the ‘authenticate’ endpoint with logic to reject GET requests by Apr. 1, 2026. APIs 1 through 5 will also be deprecated by the same deadline.
• Automations: Fixed a bug with Automated Worker Shift Texts not always sending to every Lead Shift's Worker
• Dashboards: Fixed issue when filtering leads on “Sales By Month YTD” chart.
• Delivery Planner: Various bug fixes & stability improvements
• Payments: Fixed an issue preventing the Required Deposit "Paid" flag from being set properly on leads in certain cases
• Payments/Contracts: Fixed a bug related signatures that prevented the customer from viewing the payment form
• Payments/Global: Improved backend payment handling for accounts located within US territories
• Payments/Global: Fixed bug that could prevent the Contract payment form from loading under certain conditions, related to "Customer Address Line 2" length
• Support/Search: Tweaked search functionality to prioritize exact and partial matching above the existing search ranking for slightly better results when searching by title.
• Waivers: Modified the behavior when waivers are signed to ensure the process works as expected and improves user experience.
• WordPress: Fixed issue when 150+ items on a category page would cause it to not render.
• WordPress: Fixed issue with packages that had accessories 3 layers deep with a linked quantity not respecting the linked quantity when navigating to the checkout page
• WordPress: Fixed an issue where if special characters were present in a rental or category name the Featured Product Widget wouldn’t render the display order correctly
• WordPress: Fixed an issue where saving a rental in IO -> Settings -> Inventory wasn’t triggering changes to sync to the WordPress page