New Features 🚀

Work & Planning

• Added a Preview Custom Forms option to allow users to view the PDF version of a Custom Form.
• Added a Default Appointment Name setting to allow users to change the default name from "Quote appointment".

Billing & Quotes

• Added the [urlAndStoreCard] token, which will set the Pay by Card option on the invoice to automatically capture the card used for payment. The text displayed to the customer explains that this is the case.
• Added an Update Default Stripe Cards option to the Connected Services > Stripe screen. This allows users to run a bulk check and update which looks up the default card on file in the connected Stripe account for each customer record and updates this where it is out of date.

Bookkeeping

• Added Guided Expense Category Setup, which guides new users through the process when they first run the expense category setup.

Finance

• Added an Aged Debtors report to the Finance > Financial Reports > Customers section.

Insights

• Added a Canvassing by Round & Worker report to the Insights > Reporting > Reports list.

Updates and Improvements 💥

Work & Planning

• Updated the Day Notes feature with a new side-menu option for managing notes and the ability to set the visibility, allowing all users, specific users or teams to see them in their Planner and Day Pilot views.
• Updated route optimisation to set Ignore Times to disabled when running for unassigned jobs or days in the past.
• Updated the replan function to remove off-schedule appointments where only the date has changed when a replan triggers a schedule update. This prevents them from being mistaken for duplicate appointments.

Messaging

• Updated failed email alerts to provide clearer information about why an email bounced or was suppressed.
• Updated the Send Campaign report section so that it can be collapsed and expanded.

Billing & Quotes

• Improved the tracking of GoCardless updates.

Finance

• Added Income Tax (MTD) error and warning messages for category mappings that do not match a ledger.
• Added Income Tax (MTD) messaging to better distinguish between unused and incorrect categories.
• Added Income Tax (MTD) messaging explaining how categories are resolved.
• Updated HMRC errors to show a friendly message instead of the techincal reason for error.
• Added automatic refresh of Finance screens following transaction changes.

Insights

• The Sold customers report now includes job frequency and Custom Form PDF links.

UI & Behaviour

• Updated the support contact form to capture details of the issue and improve user messaging about the ticket-handling process.
• Updated the Activate New User form received when inviting new users to an account.

Bug Fixes 🔧

Work & Planning

• Fixed an issue in Day Pilot that did not account for GMT+1 when passing appointment times to route optimisation.
• Fixed an issue in Day Pilot that did not respect Ingore Time option when enabled and an appointment time could not be reached.

Manage Customers

• Fixed an issue that caused the address pin to be set to the users location instead of the selected pinned location when the coordinates were available.
• Fixed an issue that allowed hidden spaces when copying and pasting text into the customer name field.

Messaging

• Fixed an issue that caused the AlphaTag registration name not to display correctly in the alert confirming activation.

Billing & Quotes

• Fixed an issued that caused the Pay by Card option to be hidden when using prePay links and the coard card from invoices setting was enabled.

Finance

• Fixed an issue that caused Expense to not update correctly after delete request which required a manually triggered refresh of the transaction feed.

UI & Behaviour

• Fixed an issue that prevented the Portal Widgets layout settings view from displaying.