Video documentation of release
New Features:
- Billing: You can now upgrade your plan on smaller increments if you are slightly over the plan limit.
- Leads: Check-all button added for statuses and auto-emails tab
- Quotes: When a quote is submitted w/o showing price it can now be set to redirect to a new page instead of just displaying message. (When Online Quoting is off, activate Quote Acknowledgement under Settings->Pages)
- Quotes: Long descriptions on quote page now fade to show there is more
- Contracts: Fee line-items are now hidden if they are $0
- IO Phone: Added some pre-recorded, on-hold music selections
- Vendors: Can now select from multiple email templates when sending a vendor Availability Requests
- Vendors: Can now filter Leads by vendor’s company names using keyword box
- Multi-Locations: Can auto-select quote page based on zip: https://rental.software/quotes/locate_zip... USERNAME&zip=ZIP CODE
- Workers: Can prevent workers from modifying older events (Set on details tab of worker).
- Mobile App: Payment surcharge now added when paying using OpenEdge mobile payments
- Mobile App: Shift pop-up now includes more details (position, times)
- Mobile App: Clicking phone numbers will now initiate a call via IO Phone (when enabled). If not, it will still just prompt you with your phone’s normal dialer.
- Mobile App: Customer tipping is now possible when using OpenEdge mobile payments
Bugs fixed:
- Emails: Yearly reminder emails adjusted to go out more easily in certain circumstances
- Taxes: Improved auto tax calculations for Canada
- Taxes: Discount line items are now taxed by default
- Vendors: Fixed new quotes to always select non-vendor items over vendor items when available
- Conflicts: Fixed issue where conflicts weren’t always showing when editing a lead
- Logging: Improved the log tab for fee line-item changes and shift changes
- Printing: Improved printing layout from quote confirmation page
- Rentals: Added rental notes pop-up when editing a lead
- Rentals: Accessories on a lead not attached to another item will now print correctly on templates
- IO Phone: Fixed delay issues with on-hold music
- IO Phone: Outbound calls from a multi-location account will now use the proper location’s phone number
- Wordpress: Improved compatibility with custom wordpress themes
- Optional Fields: New leads now correctly show the custom fields
- Optional Fields: Can now change the default name of Distance, Staff, and Discount
- Optional Fields: On custom fields, always displays Yes/No when using a checkbox
- Wordpress: Fixed issue with category changes not pushing to website
- Leads: Trimmed spaces on search form
- Leads: When saving a copy of a lead, cc surcharges are no longer copied
- Rentals: Improved ‘Add a child’ search
- Mobile: Fixed issue with inactive items being removed from Leads
- Square: Fixed auto-renewal of tokens
- Quote Form: Fixed bug with fees being removed when upsell used
- Payments: Improved loading time on contract page when surcharging enabled
- Filters: Fixed issue where qp: filter not matching if page title changed
- Reports: Allowed sales reps to be grouped on report charts
- Taxcloud: Fixed issue with negatives always being taxed
- Vendors: Improved behavior of vendor PO emails
- Vendors: Fixed vendor tab when categories are off