Release - 2026-11-10

Features

• Add-ons: Send postcards from automations with templates, automated billing, and safeguards against duplicate sends.
• Add-ons: Admin notifications now show what changed when creators edit add-ons, making reapproval reviews easier.
• Add-ons: Export add-on entity lists with complete data, including image URLs.
• AI / Chat: Create and choose an AI-generated logo in IO so your site and account materials never show a blank logo.
• AI / Chat: Chat now explains blocked AI actions and shows how to enable the required permissions.
• AI / Chat: AI Chat now focuses on IO-related questions, reducing irrelevant responses.
• Calendar: Calendar delivery and return dates now match the scheduled dates shown in the route planner.
• Calendar: Calendar hover popups can now be customized with richer content, like lead hover templates.
• Customers / Organizations / CRM: IO-EU customer profiles now include all requested European countries in the country dropdown.
• Delivery / Routing: Delivery Planner now lets you select all locations to view and route their events together.
• Delivery / Routing: Dispatchers can see read-only stops from other locations on shared trucks and keep routes consistent.
• Delivery / Routing: Dispatchers can choose departure and return warehouses for each run while travel conflicts are checked automatically.

  Custom Departure & Return Warehouses in Delivery Planner If you operate across multiple locations, you can now customize the starting ("From") and ending ("Back to") warehouses for individual delivery runs directly in both Timeline and Card View. This eliminates the need to create artificial customer stops just to re-route vehicles. When you update a run’s warehouse, InflatableOffice automatically recalculates drive times to prevent scheduling overlaps, adjusts the vehicle shift's meeting location.

• Delivery / Routing: Restricted dispatchers can see anonymous booked times and avoid unavailable trucks without exposing customer details.
• Delivery / Routing: Delivery Planner alerts now clarify actions and identify shifts missing positions before saving.
• Delivery / Routing: Delivery windows are now shown on cards and more visible in the timeline view.
• Delivery / Routing: Worker availability is now clearly shown when assigning workers to shifts in Delivery Planner.
• Delivery / Routing: Approved time off now appears next to employee names in the route planner for the selected dates.
• Documents / Templates: Signable documents now support optional fields for customer notes and other details.
• Documents / Templates: Signable documents now support optional fields for pickup forms and customer notes.
• Documents / Templates: You can now select and print any vehicle packing list template, not just the default.
• Documents / Templates: QR code image URLs now encode embedded text correctly, preventing broken links.
• Documents / Templates: Survey pages now show fixed text in Spanish, giving Spanish-speaking customers a fully localized experience.
• Documents / Templates: Optional waiver fields now populate correctly on signed waiver templates.
• Documents / Templates: Payment rules can now hide credit card payments for invoices above a configured threshold.
• Filters / Reports / Dashboards: Reports can now group results by select and checkbox optional fields.
• Filters / Reports / Dashboards: You can now filter leads by document name and signature status to automate timely follow-ups.
• Integrations / API: The API can now save lead setup and teardown times without recalculating them.
• Integrations / API: Set up analytics faster with a guided wizard, visual checklist, and troubleshooting help.
• Integrations / API: The rentals API now supports optional custom fields, giving integrations more flexibility.
• Integrations / API: Lead field webhooks now support multiple event triggers, custom URLs, and JSON payloads.
• Inventory: Users can now easily spot upcoming features with a new “Coming Soon” banner and badge.
• Leads: You can now override distance-charge mileage when address details are inaccurate.
• Leads: Customer attachments are now accessible directly from associated leads, eliminating extra navigation.
• Other / Misc: Square users can now complete Fiserv applications without the outdated no-savings banner or confusing prompts.
• Other / Misc: Edit, resize, crop, remove backgrounds, add watermarks, and save images in different formats from Settings.
• Other / Misc: Max capacity fees can now be distributed across rentals instead of added as a single line fee.
• Workers: Packing list status changes now show which worker made the update.
• Workers: Worker permissions now offer a streamlined “mark all to” selector, including the new read-only option.
• Workers: Admins can let workers request time off without granting access to availability settings.
• Workers: Added an “All day” option to simplify setting availability, time off, and schedules. (Workers App instructions)
• Workers: You can now assign a new position to multiple workers directly from the Position dialog.
• Workers App: Workers can now access available signable documents and waivers directly from the app.
• Workers App: Clarified Worker App phone and AI assistant icons to make their functions easier to understand.
• Workers App: The Worker app now includes a maintenance dashboard widget for quick access to maintenance tasks.
• Workers App: Added a standard pull-to-refresh experience with a clear loading indicator in the Worker app.
• Workers App: The AI assistant now loads faster, reducing wait times in the Worker app.
• Workers App: AI assistant links now open the correct events, customers, and other records in the Worker app.
• Workers App: Users can record and send voice memos with text messages.
• Workers App: Workers can now access their tipping QR code and share their tip link from the app.
• WP Sync: Sync 2.0 delivers faster, targeted updates with improved reliability, reducing the need for full-site syncs.

Bug Fixes

• AI / Chat: AI site headers now display the correct navigation menu instead of the Spanish starter menu.
• AI / Chat: AI website design settings now appear only on AI-generated sites, keeping non-AI sites free of irrelevant options.
• AI / Chat: You can now build reports filtered to completed events and include the associated organization.
• AI / Chat: AI chat now provides accurate article links, preventing 404 pages and incorrect destinations.
• AI / Chat: AI Chat links now open in a new tab, keeping your conversation open.
• Automations / Emails: Users can now send emails from Leads without encountering the “No Access Token” error.
• Automations / Emails: Fixed automatic emails so customers receive the Waiver Signed message after signing.
• Automations / Emails: Automations now skip empty text actions safely, preventing fatal errors and allowing other actions to continue.
• Automations / Emails: Email automations now safely skip missing templates and empty messages without errors or stale content.
• Automations / Emails: Fixed copied leads so customer auto emails stay enabled unless intentionally disabled.
• Automations / Emails: Delivery and return windows now update correctly when optional automation fields are selected.
• Checkout: Google Maps now loads only when needed in the cart, reducing unnecessary page load time.
• Checkout: “Selected only” upsells now show no promotional items when no items are selected.
• Customers / Organizations / CRM: Venue Merge Utility now works from Settings, searches faster, and clearly reports progress, errors, and permissions.
• Customers / Organizations / CRM: Organization selections now persist across searches, making it easier to select records for merging.
• Customers / Organizations / CRM: CRM queries now run faster while returning the same customer and lead data.
• Customers / Organizations / CRM: CRM journal entries now show the correct scheduled time for text messages.
• Customers / Organizations / CRM: Organization CRMs now show only touch points from their associated customer profiles.
• Delivery / Routing: Crew assignments now persist in the legacy route planner after saving and reloading.
• Delivery / Routing: Saving All Locations now preserves hidden worker shifts and keeps shared crews visible across planners.
• Delivery / Routing: Auto-load now keeps locked stops on their assigned trucks, preventing conflicting schedules.
• Delivery / Routing: Packing lists for multiple trucks now keep their styles separate when printed together.
• Delivery / Routing: Delivery Planner’s “Save and don’t ask again” now remains effective after reloading the same date range.
• Delivery / Routing: Improved Delivery Planner dark-mode readability and resized multi-letter marker badges to prevent overflow.
• Delivery / Routing: Improved Delivery Planner map responsiveness during zooming, dragging, and date-range changes.
• Delivery / Routing: Delivery Planner Card View now stays smooth during hover and drag, with worker availability loading sooner.
• Delivery / Routing: Delivery Planner groups duplicate conflicts, clarifies save reviews, preserves time-off dates, and improves compact card
• Documents / Templates: Fixed the Clean Party theme so websites load without database connection errors.
• Documents / Templates: Restored the tip option on the quote confirmation page when enabled in Payment Preferences.
• Documents / Templates: Signed waivers now display correctly instead of appearing as invoice templates.
• Documents / Templates: Signed-waiver emails now link recipients to the completed signed waiver instead of the unsigned version.
• Documents / Templates: Extra contract details now appear once at the beginning of contracts, preventing repeated addendums.
• Filters / Reports / Dashboards: The Vendor: Upcoming Schedule chart now accurately shows when vendor emails have been sent.
• Filters / Reports / Dashboards: Fixed inventory usage reports to accurately count how many times an item was rented.
• Filters / Reports / Dashboards: Date optional fields now display as readable dates in dashboard tables instead of numeric timestamps.
• Filters / Reports / Dashboards: Default lead reports now automatically apply the correct filter.
• Filters / Reports / Dashboards: Fixed report filters so reports now show only the relevant items and orders.
• Filters / Reports / Dashboards: Fixed ring schedules so calls now follow configured filters and reach the correct phones.
• Filters / Reports / Dashboards: Fixed report totals to align with the correct columns on the Leads and Events pages.
• Filters / Reports / Dashboards: Weekly dashboards now use the correct week boundaries, including Sunday in next-week statistics.
• Insurance: Event Insurance is now offered only to eligible US locations, while preferences remain saved and editable.
• Integrations / API: API pricing now reflects current tiered inventory rates for older items.
• Integrations / API: Unmatched rental names no longer create phantom items, preventing duplicate rentals and unexpected pricing.
• Integrations / API: Historical transactions now transfer when moving the integration back to the original QBO account.
• Integrations / API: Resolved an issue affecting the Fiserv application.
• Integrations / API: Resolved an issue affecting the Fiserv application.
• Integrations / API: Payments now sync to QuickBooks Online with updated reference numbers, avoiding reuse of old ones.
• Integrations / API: Fixed API6 delivery-method requests that could fail with a PHP TypeError.
• Integrations / API: QuickBooks sync setup now clarifies connection status, date selection, and existing-data handling.
• Inventory: Consumable low-stock alerts now show accurate available quantities.
• Leads: Conflict alerts now distinguish overbooking conflicts from recovery-time conflicts.
• Leads: Unavailable lead links now show a not-found response instead of opening a partial editable form.
• Leads: AI-created leads now support adding items and adjusting surface details.
• Login / Access / Permissions: You can now access WordPress through IO’s Admin Login link after refreshing the page.
• Organizations: Fixed an error when using the Opportunities preset with the userleads filter.
• Other / Misc: Improved dark mode styling across the payroll page for a more consistent viewing experience.
• Partners: Partner tools now let you enter a phone number when adding third-party workers.
• Payments for Events: ACH payments stay Pending when settlement checks fail, enabling automatic retries instead of incorrect denials.
• Payments for Events: AI chat now creates and edits tasks reliably when granted full access.
• Payments for Events: Fixed an issue where gift card balances failed to update after redemption.
• Phone / Texting: Fixed IOPhone routing so calls to leads without assigned shift workers no longer fail.
• Phone / Texting: The phone bar now updates call status in real time, so active and transferred calls stay accurate without refreshing.
• Phone / Texting: AI Chat can now create customer profiles and update existing customer information as requested.
• Subscription: I.O. Phone billing now stops upon deactivation, preventing duplicate charges and further billing.
• Workers App: Loading edits now save correctly after reducing a checked item’s quantity.
• Workers App: Worker inventory filters now preserve accessory positions, preventing quantities from being assigned to the wrong items.
• Workers App: Workers App now hides the Tipping option when Employee Tips is disabled.
• WP Plugin: Draft previews now persist as you browse, with a clear bar to exit preview mode.
• WP Plugin: Inventory creation now works with older forms that submit legacy banner settings.
• WP Plugin: Items now prompt for an event date and are added to the cart automatically once the date is set.