Release Announcements
Upcoming features and the latest release announcements.
- 09/19/2024 - Multi-Yard Updates, Dashboard Income Chart Updates, Add Bank Account Information on Customer Details Page, Default Card/Bank for Auto-Pay on Recurring Templates, Multi-Site Invoice Updates, View Recurring Invoice Page, COMING SOON & Fixes
- 09/16/2024 - Easily Void Payment When Creating a Refund, Add Bank Account Information to Customer Details, Fixes, & Coming Soon!
- 09/12/2024 - Reduce White Space on Invoice PDF, Display Refund on Invoice, Show Drivers with No Jobs Defaults to On, and Fixes
- 09/09/2024 - Driver Name Sticky to Top of Schedule, Units on Job Count in Job Card, & Coming Soon!
- 09/05/2024 - Estimates: Add New Customers, Sites, and Surcharges, Route KPI Updates, Mini Aging on Statements, Multi-Site Invoice Improvements, Copy All to Classes, Display Default Payment Badge on Customer Page, and Fixes
- 08/26/2024 - Multi-Yard Inventory | Transfer Job Updates
- 08/22/2024 - Design Updates to Customer and Accounting KPIs, Dashboard Visual Enhancements, Default Auto-Pay Setting Now Support ACH Payments, Default Bank Account for Recurring Invoices, and Fixes
- 08/19/2024 - Default Bank Account for Recurring Invoices, Service Select Updates, and Coming Soon!
- 08/15/2024 - Fixes, Coming Soon!
- Visual Improvements to Your Dashboard: A Clearer, Cleaner Experience
- 08/12/2024 - Fixes
- COMING September 5th! Updates to Invoice, Credit-Memo, Refund, and Estimate PDFs
- 08/08/2024 - Default Customer Credit Card for Recurring Invoices, Site Name Added to Site Info on a Rental, Automatic Credit Card Type Detection on Public Payments Pages, and Fixes
- 08/01/2024 - Order Entry Workflow Enhancement & Fixes
- 07/25/2024 - Updates to the Create/Edit Invoice/Recurring Invoice Forms, Invoice .pdf File Name Updates, Mobile App - Offline Mode Toggle, ACH Payment Option on Public Payments Pages, and Fixes
- 07/11/2024 - Updates to Transaction Forms, Updates to Action Buttons, Mobile App - Updated Route KPIs on Homepage, Fixes
- 06/27/2024 - Reports Landing Page Visual Enhancements, Directions from Google Maps on iOS, Updates to Order Taker & Fixes
- 06/20/2024 - Updates to the Record Payment Page, Credit Card Payments Customer Name on Mobile App Home Page & Fixes
- 06/13/2024 - New User Permissions Available, Schedule Filters Now Persist
- 06/06/2024 - Customer Portal: User Access Restrictions, Transaction Details UI Updates & Fixes
- 05/30/2024 - Text Messaging Enabled for All Contacts, Enhancements to the Customer Portal, Display Site Address on the Portal Request Details Modal, Permissions Descriptions, & Fixes
- 05/23/24 - Mobile App Fixes
- 05/16/2024 - New Permissions Table, Updates to Tech-Billing and Assistant Manager Roles, Multi-Site Invoice Payment Improvements, and CloverConnect: Ability to Delete Expired Credit Cards
- 05/09/2024 - Customer Portal: Site Contacts & Settings Proration Copy Update
- 05/02/2024 - Batch Billing Enhancements, Grouping Reports by Access Roles, and fixes
- 04/25/2024 - Group Reports by Function, Powered by ServiceCore on Customer Portal Emails, Streamlined Job/Rental Access for Completed Portal Requests, Mobile Barcode Scanner, & Fixes
- 04/18/2024 - Batch Billing Improvements and Fixes
- 04/11/2024 - User List and Add/Edit Users Form, Customer Portal: Enhanced Site Selection, Fixes
- 04/04/2024 - Addition of Billable Jobs to Recurring Invoices
- 03/28/2024 - Legal Name and Multi-Site Invoices