Added Hazard and Risk day notes, allowing you to flag a hazard or risk on a date with a short title, icon and colour so it shows above day notes for everyone working that day.
Added Multi Day Billing options to multi-day jobs and quotes, allowing you to invoice once all appointments in the series are complete or after each appointment.
Added per-day overrides to the multi-day editor, allowing you to change the services, prices and assignees for individual days of a multi-day job.
Added a route line to the Day Pilot map for Intelligent Routing, allowing you to see the driving route between jobs with its direction of travel, and turn the line on or off from the map.
Manage Customers
Added a Move to Another Customer option to the job menu, allowing you to copy a job with its schedule, services, notes and upcoming appointments to a new, existing or cloned customer, and deactivate the original job.
Billing & Quotes
Added Advanced Search to the Invoices and Payments lists, allowing you to filter by customer, amount, date, description, reference and status, combine filters, and exclude matching transactions.
Added a Hide account balance on invoices setting in Settings > Invoicing & Payments, allowing invoices to show the invoice total instead of the account balance, with an override for each customer.
Added Repair Replaced GoCardless Mandates to the GoCardless settings, allowing you to run a find and update customers whose GoCardless mandate has been replaced.
Bookkeeping
Added an Estimated tax so far card to Making Tax Digital for Income Tax, allowing you to see HMRC's latest tax calculation, including a breakdown of income tax, National Insurance and other amounts.
Added a tax year timeline to Making Tax Digital for Income Tax, allowing you to see how many quarterly updates are complete, when the next one is due, and the figures sent in each submitted update.
Added the option to submit updated figures for your latest quarterly update, allowing you to correct your records and send to HMRC.
Admin
Added API key management under Admin > API for Owners and Admins, allowing Squeegee Infinite accounts to generate API keys, choose what each key can access, and disable or delete keys.
Added a Hide Pricing from Job Editors setting in Settings > User Settings, allowing you to stop Job Editors seeing job prices or editing services and prices.
Squeegee Billing
Added EU reverse-charge VAT to Account > Subscription, allowing EU businesses with a valid VAT number to be invoiced without VAT for their subscription, SMS credits and private numbers.
Improvements 💥
Work & Planning
Improved skipping appointments with a step-by-step Skip Appointment dialog, so you can choose the skip type, reason and charge and review them before confirming. Owners and Admins can choose not to apply the skip charge.
Improved the multi-day editor with tooltips on each day's actions and clearer billing option labels.
Added drag and drop to custom form attachments, so you can drop files straight onto the upload area on desktop.
Manage Customers
Added an auto-pay sign-up indicator to the customer list, so you can see which customers are set to Stripe or GoCardless auto-pay but haven't signed up yet.
Messaging
Improved campaign delivery reliability, and retrying failed messages from the campaign dashboard now sends them again.
Billing & Quotes
Updated Stripe automatic payments so payments pending for over 24 hours are checked with Stripe and marked as failed if they are still pending.
Updated transaction archiving so unpaid invoices are never archived and stay in your balances and overdue figures.
Finance
Added a Bank connection expired prompt with a Renew connection button, so you can renew your bank feed when your bank agreement expires without changing screens.
Updated the report Export button so it is disabled when there is no report to export.
Updated supplier Recent Transactions so the section is hidden when there are no transactions.
Updated the Payment Accounts list to remove the Not on balance sheet heading row.
Marketplace
Improved customer transfers so completed customer and quote custom forms are attached to the transferred customer as PDFs, and quotes linked to transferred jobs transfer with them.
Admin
Updated adding services so only Owners and Admins can create new services from the service picker.
Updated the Replace user action so it is available on all subscription plans.
Improved business verification for accounts asked to verify, with a step to confirm your business details, clearer statuses while your verification is reviewed, and an email and in-app alert when a decision is made.
UI & Behaviour
Improved sync reliability, so changes that haven't synced are kept on your device and sent after the app is closed, reloaded or crashes. Delete All Local Data now uploads pending changes first.
Updated the Day Notes badge so it shows whenever the day notes card is collapsed, including when there is only one note.
Bug Fixes 🔧
Work & Planning
Fixed an issue affecting Repeat Job, where the warning for a date the job was already planned, replanned, skipped or done on did not appear.
Fixed an issue affecting next appointment navigation in the appointment dialog, which skipped an appointment on the following day.
Fixed an issue affecting Day Pilot on future days, where the route start and its label did not match your current location, business address or start location.
Fixed an issue affecting Day Pilot, where switching workload could freeze the screen.
Fixed an issue affecting auto-scrolling in the Day Pilot job list, which was slow when scrolling a long way.
Fixed an issue affecting Intelligent Routing, where the distance and time of the final leg were calculated from the first job instead of the last, and routes with a start time could fail.
Fixed an issue affecting multi-day appointments, where custom forms, reports, skipped labels and upload links did not recognise individual days of a multi-day job.
Fixed an issue affecting custom forms, where saving the form selection could clear the selected forms.
Manage Customers
Fixed an issue affecting customer search, which could stop working when a job had no rounds or a round without a name.
Fixed an issue affecting View portal as customer, which showed an error.
Fixed an issue affecting the Customers list, where the action buttons disappeared while searching on larger screens.
Fixed an issue affecting one-off multi-day jobs, where deleting a single appointment from the customer's job list caused problems. The delete option is now hidden for these appointments.
Messaging
Fixed an issue affecting SMS credits, where prepaid campaign and scheduled SMS could fail for insufficient credits. Credits are now refunded when a prepaid SMS can't be sent.
Fixed an issue affecting campaign publishing, which did not stop when there were not enough credits.
Fixed an issue affecting the next dates message tag, which could be blank or show fewer dates than requested.
Billing & Quotes
Fixed an issue affecting emailed invoices, where the attached PDF could be blank or incomplete.
Fixed an issue affecting receipts, where the Total showed the wrong amount.
Fixed an issue affecting filtered totals in the invoice, payment and transaction lists, which included void transactions that didn't match the filter.
Fixed an issue affecting new quotes, which pre-filled the round and assignee from the customer's most recent job.
Bookkeeping
Fixed an issue affecting Making Tax Digital quarterly updates, updates sent before the fix now show a prompt to resubmit.
Fixed an issue affecting Making Tax Digital setup, where HMRC errors when selecting a business or changing the quarterly period type were not shown.
Fixed an issue affecting HMRC connections, where VAT or Income Tax could show as connected without HMRC authorisation, and reconnecting could fail.
Finance
Fixed an issue affecting transaction exports, which could include only the first page, include rows hidden from the list, use the wrong account or dates, or fail for large exports. Exports now match the list.
Fixed an issue affecting report drill-downs for VAT and other multi-tagged rows, which showed no transactions.
Fixed an issue affecting accrual basis report drill-downs, which hid customer tips.
Fixed an issue affecting balance reports, where a large business logo broke the layout.
Insights
Fixed an issue affecting the Profit & Loss chart, where weekly, monthly and yearly totals included transactions after the selected end date.
UI & Behaviour
Fixed an issue affecting sync, where changes that failed to upload could be missed by later syncs.
Fixed an issue affecting the Android app, where the system navigation buttons overlapped the app and the numpad had extra space at the bottom.
