Squeegee release notes 2021

Squeegee Release Notes 2021

Susie Bishop
4th July 2023

Our previous release notes were taking up too much space in the app :) so we have moved them here. You'll still get the latest update in the app each time, with a link to the history here.

Release Notes for v1.17.99 December 23rd, 2021

Summary

Improved token replacement, fixed a bugs with first date on a job, GoCardless matching, Apple sign in. bulk address matching, bank reconciliation and payment totals.

Improvements Made ๐Ÿ”ง

  • Improved the token replacement to remove full stops after URLs.

Bugs Smashed ๐Ÿ’ฅ

  • Fixed a bug preventing the first date on a job from working when first loaded.
  • Fixed a bug causing GoCardless customers to show as unmatched in the sync screen.
  • Fixed an issue with Apple sign in.
  • Fixed a bug causing bulk matching of addresses not to save unless the full list was completed.
  • Fixed a bug causing payments/expenses to be inverted in bank reconciliation.
  • Updated the payment screen to show the day totals.
  • Fixed the top bar scrolling up on the teams view.

Release Notes for v1.17.96 December 19th, 2021

Summary

You can now record timers on appointments, create temporary teams, view payments by account, manage payment accounts search the customer screen for "inactive job" and view the subtotal and tax total for invoices and expenses. Fixed a number of bugs in expense tax calculation, Apple sign in and various others.

Features Added ๐Ÿš€

  • Added the ability to require and record time on appointments / jobs.
  • Added the ability to manage time recordings on appointments via three dots menu on an appointment.
  • Improved the memory usage of the dialogs in the system.
  • You can now create temporary teams for specific days (or range of days)
  • Payment accounts - Bank accounts, loans accounts and custom can now be created and managed in squeegee.
  • Payment account transactions - payments and expenses can be viewed by account along with the balance.
  • Multiple BCC recipients are now supported for email notifications.

Improvements Made ๐Ÿ”ง

  • Improved the memory usage of the dialogs in the system.
  • Added the grand subtotal and total tax to the invoices report
  • Added the grand subtotal and total tax to the expenses report
  • Improved payment matching.

Bugs Smashed ๐Ÿ’ฅ

  • Fixed an issue with the menubar title.
  • Removed the directory entry from the menu as it was not supposed to be displayed.
  • Removed import from contact for iOS due to it no longer being available and causing the app to crash.
  • Corrected an issue preventing sign in with Apple from working for some .
  • Fixed the expenses report to correctly show the amount of tax when disabled per expense.
  • Fixed the expense edit for so it doesn't assume tax is enabled when editing an existing expense.

Release Notes for v1.17.91 November 14th, 2021

Summary

You can now search the customer screen for "inactive job".

Improvements Made ๐Ÿ”ง

  • Added the ability to search the customer screen for "inactive job" to show customers with inactive jobs.

Bugs Smashed ๐Ÿ’ฅ

  • Corrected an issue caused by route optimising where all waypoints are the same.

Release Notes for v1.17.89 November 11th, 2021

Summary

Added the ability to use Squeegee invoice numbers when syncing with Xero and added the ability to sync with all Xero contacts not just customers.

Announcements ๐Ÿ“ข

Due to changes made by Apple in iOS 15, the app can no longer support device SMS on iOS. Please switch to Squeegee SMS if you wish to continue using in app SMS functionality.

Improvements Made ๐Ÿ”ง

  • Added a loader to show when full refresh of invoice statuses is running/complete.
  • Improved the layout of the cards on file screen.

Bugs Smashed ๐Ÿ’ฅ

  • Fixed a bug causing the payment flag on invoices to be lost when refreshing under certain conditions.

Release Notes for v1.17.83 November 4th, 2021

Summary

Added the ability to use Squeegee invoice numbers when syncing with Xero and added the ability to sync with all Xero contacts not just customers.

Improvements Made ๐Ÿ”ง

  • Added the ability to start invoice syncing after a particular date.
  • Added the ability to use Squeegee invoice numbers when syncing with Xero.
  • Added the ability to sync with all Xero contacts not just customers.
  • Updated the Stripe card process to speed up the payment form and prevent unused payment intents and customers.
  • Improved the layout of the shift schedule screen.
  • Added the payment description to the customer find screen when trying to match a payment.
  • Payment matching screen will now allow attaching to an inactive customer.

Bugs Smashed ๐Ÿ’ฅ

  • Fixed a bug with GoCardless descriptions when taken manually.
  • Fixed a bug causing the first date option not to be set when using today without
  • Fixed a bug causing the record payment button not to show for paying against invoices.
  • Fixed a bug causing the GoCardless method to be selected on the payment form default when it's not available for a customer.
  • Fixed a bug preventing shift schedule from working with scheduled rounds for some .
  • Remove sync on payments screen for non advanced .
  • Un-allocate and allocate from a payment now toggle the menu option after they are run.
  • Fixed it so only admin and owner will see the alert count in the main view.
  • Fixed a bug preventing ignored customers from being matched automatically.
  • Editing and invoice when you have other uninvoiced jobs no longer replaces the items on the invoice.
  • Fixed a bug preventing payment allocating directly against a job from the planner.
  • Fixed a bug causing the wrong currency symbol to show for your account balance for European .

Release Notes for v1.17.66 October 18th, 2021

Summary

Added day notes to My Work and Work Planner, added the ability to create refunds for a customer, made a few minor improvements and fixed a number of minor issue.

Features Added ๐Ÿš€

  • Added day notes to My Work and Work Planner to allow admins, owners, creators and planners to add important notes to the top of any day.
  • Added a refund feature to record manual refunds to customers.
  • Allowed refunds to be recorded against specific payments.
  • Added the ability to allocate/unallocate a payment after creation.
  • Added a feature to allow you to add jobs to a day from your schedule.

Improvements Made ๐Ÿ”ง

  • Improved the messaging for failed automatic payments.
  • Worker locations are no longer displayed when not viewing today to make future planning easier.
  • Improved the labels around payments, invoices and cancellations.
  • Massive performance improvements to the all notifications view to improve the load time on large accounts.
  • Improved the performance of the completed jobs report.
  • Improved the layout of the contact information in the appointment view.
  • Backups to email are now compressed to Zip format to allow large accounts to be backup up more quickly and easily.
  • Updated the customer signups report to show customer signups by month with at least one completed job.
  • Added a converted tag to the quote list.

Bugs Smashed ๐Ÿ’ฅ

  • Fixed a bug causing tips to show on the customer balance.
  • Fixed an issue that a small number of were having with automatic card payments with some customers.
  • Fixed the actions available on the all jobs view.
  • Fixed a bug in the owing filter by round so it only matches exactly for round not address also.
  • Fixed a bug preventing some device from accessing the customer number/email from the planner.
  • Fixed a bug on iOS causing saved cards to show as expired incorrectly.
  • Fixed the layout of the customer insights on iPads.
  • Fixed an issue casing the overview map not to be draggable.
  • Corrected the label for the payment confirmation dialog to reflect the fact it is for all auto payment methods.
  • Fixed a bug making it more difficult to tap the customer on a job.
  • Fixed the overdue list not displaying when no round is selected.
  • Fixed a bug in the card list for Stripe cards.
  • Fixed the default card not being selected on the payment form for Stripe.
  • Fixed a bug preventing automatic Stripe payments from being executed.

Release Notes for v1.17.47 October 7th, 2021

Summary

You can now fully manage the cards on file for Stripe, enable push notifications for owners and admins per alert type, we've added a change password to the profile screen, made public attachments available, added tax to the invoice and expense basic reports, many improvements to the connected services sync and many, many other features, improvements and fixes as you'll see below!

NOTE: We've fixed a number of issues related to 'Automatically take payments on Signup' setting, please re-enable this if you plan on using the feature.

Features Added ๐Ÿš€

  • Added the ability for Squeegee Advanced subscribers to manage a customer's cards on file in Stripe directly from Squeegee.
    • Change the default card on file for a customer.
    • Remove card on file for a customer.
    • Remove all cards on file for a customer.
  • Added push notification support for alerts per user and alert type for owners and admins.
  • Added change password to the profile screen to remove the need to use reset password.
  • Attachments can be made publicly available if needed and will provide a public link.
  • Invoices by Date Range (basic) and Expenses by Date Range (basic) now show tax where applicable.
  • You can now bulk validate addresses from the data settings to further support the ease of import from other systems.
  • You can now set quotes to convert automatically when accepted by the customer.
  • Added support for Squeegee two way SMS for Republic of Ireland customers.

Improvements Made ๐Ÿ”ง

  • Payment form will now show all available customer cards defaulting to the last one they added.
  • Connected services sync customers will now allow to select from suggested customers.
  • Connected services sync customers can now now find customers not in suggested list.
  • Connecting a customer will now immediately attach them without the need to save.
  • Improved the information provided for GoCardless and Stripe connection statuses.
  • Added additional confirmation around automatic address validation.
  • Improved the All Job Data report to make it render more than 30x faster.
  • Improved the invoices by date range report to include payment information.
  • Added support for full retry flow from GoCardless regardless if the retry is performed from Squeegee.
  • Improved the information and labels on the account page to make your account status clearer.
  • You can now pan to a specific user by clicking their workload icon in the Overview section.
  • The app now closes the customer dialog when deleting a customer.
  • Status indicators are now provided on the all messages view.
  • Made the assign to team member on completion a setting, defaulted to off.

Bugs Smashed ๐Ÿ’ฅ

  • Fixed issues related to 'Automatically take payments on Signup' setting, please re-enable this if necessary.
  • Fixed a bug causing skipped jobs to be included in the route optimisation from My Work and Work Planner.
  • Fixed a bug causing the job order data to be lost when an additional Squeegee data import is run with existing data already in place.
  • Fixed a bug causing the payment form for stripe to not show the card fields occasionally.
  • Fixed a bug in the invite link preventing it from rendering correctly.
  • Fixed the default message for the quote SMS.
  • Fixed a bug in the payment form causing payments to have partial pennies/cents under certain circumstances.
  • Fixed a bug allowing duplicate quotes to be created in very rare circumstances.
  • Fixed Facebook and Google sign in on web.
  • Fixed the download link for the backup which only worked on copy and paste for some .
  • Fixed an issue causing the text to overlay on the payment form for Stripe.
  • Fixed a bug causing buttons to be hidden on older iPhones.
  • Ensured that appointment locations are updated on bulk address verify.
  • Fixed the 'no attachments' message covering up loading attachments
  • Fixed appointments not updating their address when customer / job address changes.
  • Fixed having to reload the app to add a new user after editing subscription.
  • Fixed fab button on customer list blocking last customer's info.
  • Fixed an issue with some date formats throughout the app incorrectly displaying 'Tomorrow'.
  • Fixed the month not displaying in the Reporting -> Jobs section.
  • Corrected the signup reports data to take the active job date into account rather than customer created date.
  • Fixed an issue causing the GoCardless and Stripe buttons to show incorrectly on the invoice for some customers.
  • Fixed an issue where notification delivery status could be out of date.
  • Fixed a bug causing the template editor to show "string" instead of the relevant template.

Release Notes for v1.17.31 September 10th, 2021

Summary

Fixed an issue causing manually created GoCardless payments not to be processed, updated the status when GC mandate not set up and removed the incorrect amount field on payment form.

Improvements Made ๐Ÿ”ง

  • Added additional status info for the GoCardless connected but customer not signed up.
  • Added filtering options to quotes list.
  • Restricted bank reconciliation payment types to just bank payment.
  • Added a setting to automatically switch the selected auto payment type on sign up.
  • Added a pay balance button to the account page for delinquent accounts.
  • Added Rounds and Job Frequency to Payments vs Invoices (basic) report
  • Ad hoc value in the rounds screen now totals all future appointments of add hoc jobs in each round.
  • Added customer reference and last payment method onto Xero invoice exports
  • Added job frequency description to payments vs invoices report

Bugs Smashed ๐Ÿ’ฅ

  • Fixed an issue causing manually created GoCardless payments not to be processed.
  • Fixed a bug causing an additional amount field to display on the payment form.
  • Fixed the label for payment suggestion on the bank reconciliation transactions.
  • Fixed a bug preventing search on transaction matching in Bank Reconciliation.
  • Fixed a balance on the account page showing incorrectly.
  • Fixed an issue causing stripe payments to fail for some .
  • Fixed a bug preventing the sign out on the initial loader from working correctly under certain circumstances.
  • Fixed missing first date field on the job form.
  • Fixed a problem causing the dates in the release notes to be hidden for some releases.

Release Notes for v1.17.24 August 27th, 2021

Summary

Added the customer name and address to web based Stripe payments, corrected an issue preventing social sign in, improved attachment file type handling, fixed a few minor issues with GoCardless status checking and a number of other minor improvements.

Features Added ๐Ÿš€

  • Added a central notifications view with search and sort by date.

Improvements Made ๐Ÿ”ง

  • Improved the handling of attachments for known file types.
  • Improved our ability to provide remote support in the app.
  • Added the customer name and address to the web based Stripe payments.

Bugs Smashed ๐Ÿ’ฅ

  • Fixed the incredibly long standing iOS connection issue for a handful of , caused by the Apple iOS keyboard inserting strange characters in the device name.
  • Fixed the labels on the about screen.
  • Fixed a bug preventing GoCardless status from being checked.
  • Fixed a bug preventing Apple and Google sign in for some .
  • Fixed a bug causing GoCardless statuses to be checked unnecessarily.
  • Fixed a bug causing the incorrect number of jobs to be reported for archiving.
  • Fixed a bug preventing the loader from hiding after successful archiving of jobs.
  • Updated the title of Stripe payment failures from GoCardless to Stripe.
  • Corrected the status colour for Stripe connected customers with no card on file.

Release Notes for v1.17.16 August 5th, 2021

Summary

Improved the image attachment upload settings adding support for quality setting and fixed a bug in the image upload on mobile.

Improvements Made ๐Ÿ”ง

  • Added quality settings to image upload attachments and moved them to their own settings section.
  • Customer automatic payment invite link is now accessible as token inviteLink in notification templates.

Bugs Smashed ๐Ÿ’ฅ

  • Fixed a bug in the mobile upload of images.
  • Fixed a bug preventing Android from downloading attachments.

Release Notes for v1.17.9 July 23rd, 2021

Summary

New quoting system, new private SMS number with call redirect, BETA Xero live integration and BETA bank reconciliation with TrueLayer, sync payments and expenses from your bank account. Various performance improvements in the route optimisation speed, sync speed and multi planner performance as well as a fix for a duplicate ad-hoc job issue and a few other minor improvements and fixes.

Features Added ๐Ÿš€

Brand new quote flow

Included in Squeegee Core
  • New and improved quote creation interface.
  • Quotes now sent with a new much improved template.
  • Now supports itemisation of the services provided.
  • Also now includes tax where required.
  • You can now mark quotes as accepted/rejected.
  • Quoted jobs appear in the planner only after being converted.
Additionally in Squeegee Advanced
  • Your customers can accept or reject right from the quote including leaving a reason.
  • Multiple jobs can be added to a quote.

Private SMS with call redirect in Squeegee Advanced for supported countries.

Squeegee Advanced can now purchase activation of a private SMS number.
  • Your new and existing customers can message straight into squeegee.
  • Alerts are created for all inbound SMS.
  • New customers can be created right from the alert.
  • A call redirect number can be specified for inbound calls to the number.

BETA Xero live Integration in Squeegee Advanced.

  • Create and update customers and invoices in Xero.
  • Synchronise Xero payments and customers into Squeegee.

BETA Bank Reconciliation with TrueLayer in Squeegee Advanced.

  • Synchronise payments directly from a connected bank account.
  • Auto match payments based on similarities.
  • Learns new similarities as you use.

Synchronise Stripe payments into Squeegee

  • Payment matching with learning for future matches.

Improvements Made ๐Ÿ”ง

  • Added the ability to set the image resolution for image attachments.
  • Added a queue for attachment uploads including the ability see progress indicator and retry failed uploads.
  • Various performance improvements in the multi planner performance.
  • Improved the sync performance when doing a full sync.
  • Made the business name update reflected immediately upon reload after update.
  • Added title text to the work planner buttons.
  • Notifications sent with invoice table will show 'Pending' in invoice # field if it is not available yet.
  • Invoices that have been cancelled or voided will say so when link is viewed.
  • Setting located at Settings -> Jobs & Scheduling -> Reset Overdue Jobs on Complete (off by default) added, which will reset the job schedule, removing all overdues;
  • Updated the messages for cancel/restore invoices and credits.
  • Pricing disappears in real time for workers now when turned off globally.
  • Added pin chart support to the multi-planner.
  • Added the ability to delete all not done appointments for an ad-hoc job.
  • Converting quotes to jobs now converts customers from prospective to active.
  • Improved bank reconciliation matching.
  • Added support for whitespace in quote notes.
  • Added support for super wide logos on quotes.
  • Added a warning for admin to update payment details to prevent loss of access when a card expires or fails for some other reason.

Bugs Smashed ๐Ÿ’ฅ

  • Fixed a bug preventing the profile business name from updating the linked account names.
  • Fixed a bug slowing the multi planner move jobs down.
  • Fixed a rare ad-hoc job duplication issue affecting some .
  • Fixed an issue with the GoCardless link for new accounts.
  • Fixed a bug preventing cancel DD from showing on a customers automatic payments screen.
  • Fixed a bug in the George importer preventing import when there is existing data.
  • Fixed a bug causing ad-hoc jobs to be duplicated when moving them for some .
  • Fixed a bug preventing GoCardless payments from being updated to successful after a retry.
  • Corrected the total balance on the customer payment form when tax is enabled and job price excludes tax.
  • Fixed GoCardless mandate status check failing from non owner user.
  • Fixed a bug causing the potential for duplicate SMS topups.
  • Corrected an issue where the Stripe customer ID was not being updated on payment preventing future payments for some .
  • Deleted customers are now ignored from the inbound private SMS lookup.
  • Fixed an issue preventing tax showing correctly on quotes.
  • Fixed an issue causing quote settings being set to defaults on sign out for some .
  • Added additional protection for duplicate button clicks.
  • Fixed an issue caused by mixed case address searches.

Release Notes for v1.16.37 June 21st, 2021

Summary

A number of fixes to resolve Stripe payment issues caused by new Stripe functionality.

Improvements Made ๐Ÿ”ง

  • Search menu bar and chart mode switch pinned to top of work planner for access while scrolling
  • Allow to pin chart area while scrolling via Settings -> Jobs & Scheduling -> Pin Chart Area in Work Planner
  • Add translations to customer list item indicators, as well as tooltips for provider account indicators (Gocardless, stripe etc)
  • Improved the delete job message to make it explicit that it is removing the schedule not just an appointment.
  • Added additional tracking to the app for deleted jobs so we can help identify who did it and when it was done.
  • Added the ability for workers to take payment even when hide pricing is enabled without showing the price or customer balance.
  • Added additional protections to prevent Apple devices from going offline when there is service available.
  • Added caching to the logo to make it faster.
  • Added support for additional non standard VCF imports.

Bugs Smashed ๐Ÿ’ฅ

  • Fixed a major issue preventing card payments through Stripe from being taken.
  • Customer payment form now hides the pay button for Google cards once the payment completes.
  • Fixed the error message on Stripe payments.
  • We no longer show the Stripe connected icon unless their is a card on file.
  • Removed the duplicate GoCardless icon.
  • Fixed invoice generation not creating payments.
  • Fixed account invoices showing even when deleted.

Release Notes for v1.16.30 June 14th, 2021

Summary

Added alerts when workers update appointments and corrected the shift schedule text.

Improvements Made ๐Ÿ”ง

  • When non-admins make edits to appointments, admins will now be alerted of the change.

Bugs Smashed ๐Ÿ’ฅ

  • Fixed a bug preventing navigate from working on Android devices.
  • Corrected the text on the shift schedule confirmation dialogs.
  • Corrected an issue preventing the email receipt from being sent for Stripe payments when taken using the in app form.
  • Corrected an issue preventing the pay button enabling immediately after selecting the amount and Stripe in the in app form.

Release Notes for v1.16.25 June 9th, 2021

Summary

Fixed a bug causing issues in Stripe payments when customers use the pay with card button and Fixed a bug causing non UK accounts to incorrectly calculate the tax as well as some other minor aesthetic updates.

Improvements Made ๐Ÿ”ง

  • Improved the information shown when there is an issue setting up a charge in Stripe for a customer.

Bugs Smashed ๐Ÿ’ฅ

  • Fixed a bug causing card not to be saved on the account screen.
  • Fixed a bug causing non UK accounts to incorrectly calculate the tax.

Release Notes for v1.16.23 June 8th, 2021

Summary

Added the currently matching customer to the customer matching screen for GoCardless/Stripe, Updated the worker revenue report to show the user/team name, corrected an issue with the Stripe connection set-up as well as a number of other minor improvements and bug fixes.

Improvements Made ๐Ÿ”ง

  • Added the currently matching customer to the customer matching screen for GoCardless/Stripe.
  • Updated the worker revenue report to show the user/team name.
  • Added better support for short URL sqg.ee in links generated in Squeegee.

Bugs Smashed ๐Ÿ’ฅ

  • Fixed a bug preventing the default automatic payment provider setting not saving when set to "None".
  • Corrected an issue with the Stripe connection set-up.
  • Fixed a bug causing the account screen to lock up.
  • Corrected some missing payment icons.
  • Fixed the update my card on the account screen for some customers.

Release Notes for v1.16.22 June 7th, 2021

Summary

Added support for Dutch customers to use two way SMS, re-introduced the fix for services and pricing etc not saving for brand new customers, fixed Stripe connection set up as well as a number of other minor bugs and improvements.

Features Added ๐Ÿš€

  • Added two way SMS support for Dutch customers.

Improvements Made ๐Ÿ”ง

  • Improved the two way SMS functionality for Belgian customers.

Bugs Smashed ๐Ÿ’ฅ

  • Re-introduced the fix for job details not saving when creating a new customer from the planner.
  • Fixed the automatic payment method default not saving when set to None.
  • Fixed Stripe connection set up not working from the connected services screen.
  • Fixed a bug causing the label token to show in the button text.
  • Fixed missing GoCardless icon from the customer list.

Release Notes for v1.16.21 June 1st, 2021

Summary

Added the ability to edit invoices including descriptions for appointments, added the ability to un-cancel invoices, made the delete actions much clearer as well as fixing a number of bugs and making other minor improvements.

Improvements Made ๐Ÿ”ง

  • No longer show the invoice creation screen when there are no jobs to invoice on Squeegee Core.

Bugs Smashed ๐Ÿ’ฅ

  • Fixed a bug causing the addresses to be blank on the matching screens.

Release Notes for v1.16.16 May 27th, 2021

Summary

Added the ability to edit invoices including descriptions for appointments, added the ability to un-cancel invoices, made the delete actions much clearer as well as fixing a number of bugs and making other minor improvements.

Features Added ๐Ÿš€

  • Added the ability to edit an unpaid invoice when viewing it from the customer or invoices screen.
  • Added the ability to un-cancel a previously cancelled invoice.

Improvements Made ๐Ÿ”ง

  • Made the delete action clearer in a number of places.
  • The description on an invoice can now be edited for line items created from an appointment.
  • Improved the connected services screens to separate out the individual services plus other minor improvements.
  • Added a new unique number for 2 way SMS for located in Belgium.

Bugs Smashed ๐Ÿ’ฅ

  • Fixed missing skip appointment from worker only role.
  • FIxed a bug preventing jobs being added for new customers created directly from the planner.
  • Fixed a bug causing invalid dates for imported done jobs.
  • Fixed a bug allowing email addresses of to be changed after they are created.
  • Fixed a bug allowing to have email addresses with uppercase characters and spaces.
  • Fixed a bug preventing local devices settings from being removed.
  • Fixed a problem preventing invoice cancel/delete due to payment cancellation failure.
  • Fixed token for goCardlessLink to correctly use the shortest URL.
  • Fixed a bug causing the loader to be stuck on screen when cancelling sign out.
  • Fixed a bug causing invoices to be removed when multiple duplicates were generated.
  • Fixed a bug causing jobs with legacy firstDate on them to be shown on both the original and replanned dates.
  • Fixed a bug causing the app to hang when viewing the same payment a second time while the first dialog is still open.

Release Notes for v1.16.12 May 18th, 2021

Summary

Improved the descriptions of payments in both GoCardless and Stripe and in the emails sent to GoCardless customers on charging them, fixed a number of GoCardless and Stripe issues and made a number of other fixes and improvements.

Improvements Made ๐Ÿ”ง

  • A number of improvements to the quality of the results from the address lookup.
  • Updated the card payment description for Stripe to be specific to the type of payment.
  • Added full job descriptions to GoCardless and Stripe payments so customers receive this in the GoCardless email and they show in the dashboard for both providers.
  • The card on file list now just shows the default attached card for the customer, if a previously selected card is not shown you will need to set it as the default for the customer in Stripe.
  • Added the ability pay balance only rather than whole invoice when balance is less.
  • Both balance and full invoice payments made with Stripe now pay against an invoice.
  • Moved away from webkit local storage on Apple devices to avoid a bug Apple have introduced in iOS.
  • Added better tracking of issues when using the directions optimisation.
  • Added the currently signed in account email to the profile screen.
  • Improved the hover description text for the last payment method on a customer.
  • Removed the invoice reference from the subject of an email as it is not very user friendly.
  • Made the statement URLs in email messages full links rather than text as some email clients do not automatically treat them as links.
  • Improved the messages for payment cancellations to make it more clear what is going to happen.
  • Improved the account screen and made it easier to see and clear an unpaid balance and update your card details.

Bugs Smashed ๐Ÿ’ฅ

  • Fixed the satellite day mapping as it was not displaying.
  • Fixed an issue caused by the position being temporarily unavailable.
  • Fixed a display issue with stored card details.
  • Prevent workers from replanning when on the appointment item.
  • Fixed a number of the error messages for GoCardless issues so they make more sense.
  • Fixed the replan confirm dialog showing when it shouldn't when using the chart to replan #258
  • Fixed check mark offset When sorting by distance from me and then using multi select #259
  • Fixed a bug causing the GC refresh statuses to show two voided transactions for cancelled payments from earlier in 2020.
  • Fixed a bug preventing the refresh GoCardless statuses from checking for pending customer mandates.
  • Fixed an issue causing problems for some when logging into an account that has changed it's email address.
  • Fixed the title text on the customer list for last payment method.
  • Fixed a bug preventing completed jobs from showing for single on day pilot.
  • Stopped tracking the BCC copy of an email to prevent misleading delivery, opened and clicked statuses.
  • Fixed Profile name and background not updating until app reloaded #252
  • Fixed a bug when moving accounts from one owner to another.
  • Fixed voided invoices showing in owing report under invoice's due #276
  • Fixed a bug in shift schedule causing completed ad-hoc jobs to move and duplicate for some .
  • Fixed a bug preventing Stripe payment receipts being sent to the customer's email address.
  • Fixed a bug causing shift schedule to miss some scheduled rounds under certain circumstances.

Release Notes for v1.16.2 May 1st, 2021

Summary

Various bug fixes and quality of life improvements, various Improvements to attachments and messaging, improvements and fixes around distance from me, added confirmation for auto replan, corrected the appointment history sort order, fixed the Stripe layout on small screens and corrected the done count on the overview as well as many other improvements.

Improvements Made ๐Ÿ”ง

  • Frequency Select now using a different layout to improve multiline support on other platforms #166
  • Deleted customers are now identified in the completed jobs report as [DELETED] rather than unknown and the job address is shown.
  • You can now set the description for an appointment when creating it.
  • You can now view attachments for a Job via the Job Summary view #145
  • Pressing enter key will no longer automatically send a message instead it will create a newline, Ctrl + Enter will send a message #92
  • View attachments now shows a count of how many attachments are currently attached to an item #103
  • You can now detach an attachment from a resource using the attachment menu #227
  • Warning now appears if location is not being shared and you attempt to sort by distance from me. #170
  • Customer balance now shows as green or red based on credit/owing #167
  • Added the quantity of line items to the planner, the appointment details page and the customer job summary.
  • Added a confirmation dialog when using auto replan from the work planner and the multi-planner.
  • Added a confirmation dialog to the GoCardless and Stripe customer matching screen when assigning a customer.
  • Search is now insensitive to superfluous spaces.
  • Map improvements when marking jobs as done

Bugs Smashed ๐Ÿ’ฅ

  • Fixed newline issue on iOS when pressing the return key on message input box #234
  • Fixed issue allowing to edit a user and use an already in use email #247
  • Fixed the profit loss summary by date range title.
  • Fixed a bug preventing Stripe card on file setup to be shown as active for some .
  • When sorting by distance from me the order did not update when your position changed. #170
  • Fix to ensure an alert is created when a GoCardless payment fails.
  • Fixed the sort order on job appointment history so it is back to newest first.
  • Fixed the Stripe payment form on small screens.
  • Fixed a bug causing the number of done jobs list on the overview to be miscalculated for some .
  • Fixed Rounding error when creating invoices for jobs that exclude tax and have a specific tax rate
  • Fixed Work planner bar chart not always lining up
  • Prevented customers who have paid by card (but have no card details on file) from showing as stripe active.
  • Fixed issue with updating a user's information while they were offline changes were overwritten when the user came back online #236
  • Fixed an issue preventing US customers from submitting GoCardless payments.

Release Notes for v1.15.95 April 17th, 2021

Summary

Fixed initial price on new customer job, updated the sign up flow.

Bugs Smashed ๐Ÿ’ฅ

  • Fixed initial price on new customer jobs.

Release Notes for v1.15.91 April 15th, 2021

Summary

This release improves the performance of the sync on slower devices, fixes a few issues with icon and pin colours, corrects an issue causing the incorrect status on failed GC payments, corrects an issue preventing editing of service/price from the planner and a number of other things.

Features Added ๐Ÿš€

  • Added the ability to import from a VCF (contacts file) for creating customers.

Improvements Made ๐Ÿ”ง

  • Reverted change to Avatar colour on the work planner it now relates the round.
  • GoCardless mandate setup completion by customer now raises an alert in Squeegee.
  • Stripe card added by customer now raises an alert in Squeegee.
  • Job lists now remember how many jobs you had previously loaded so when reloaded it remains the same
  • Day Pilot the round tag now matches the same colour as Work Planner
  • Canvassers with Job Editor role can now create and edit jobs and appointments.

Bugs Smashed ๐Ÿ’ฅ

  • Corrected an issue causing the map pins on the overview to reflect the round rather than the status.
  • Fixed and issue causing the loader to get stuck on some mobile devices.
  • Fixed an issue preventing the price/services from being edited from the planner for some .
  • Fixed an issue causing some to have duplicated jobs in their planners.
  • Fixed the overview height in single user mode.
  • Fixed a bug preventing removal of a round from an appointment.
  • Fixed minor bug with email message snippets showing template code instead of text.
  • Expense tax total not updating when expense amount changed.
  • Job completed emails not always showing in messaging tab.
  • Next due date showing in reports for inactive jobs.
  • Rounds not being removed from jobs when round was deleted.
  • Round tag on a Job not the correct colour.
  • When switching a round from the schedule details dialog sometimes the job would appear as overdue.
  • Done/Skipped Colour missing on my work list headers.
  • Job planned order number not showing on rounds.
  • Last payment method indicator not correct for automatic payments
  • Reduced the issues where the cache is not up-to-date.
  • Corrected the shadows on the overview map.
  • Paid status on invoice summary now updates immediately when creating a payment for the invoice.

Release Notes for v1.15.77 April 6th, 2021

Summary

Fixed missing hide Stripe from invoice setting, fixed expense creation and fixed the owing report.

Improvements Made ๐Ÿ”ง

  • Increased the size of the road labels in maps for readability.

Bugs Smashed ๐Ÿ’ฅ

  • Don't show a paid tag on now voided invoices.
  • Fixed the expense creation form for new expenses.
  • Fixed a bug causing the hide stripe from customer invoice not to be available when the customer exists in Stripe but has no card.
  • Fixed the owing report in the reporting section to show balanced transactions.

Release Notes for v1.15.76 April 3rd, 2021

Summary

Removed cancelled GoCardless from the matching screen, fixed GoCardless link copy on mobile, SMS order corrected and delivery indicators.

Improvements Made ๐Ÿ”ง

  • When not in planned order mode the avatar for a job will now show the customer initials.
  • SMS & Email Delivery indicator now shows one green tick when its been successfully delivered.

Bugs Smashed ๐Ÿ’ฅ

  • Fixed inverted sort on customer job summary.
  • Fixed a bug preventing copy of the invite on Android.
  • Fixed a bug with sms replies sometimes appearing in the incorrect order.
  • Day pilot Minimize button hidden behind the sidebar on desktop.
  • Fixed a bug showing first date and initial price in situations where they should be hidden.

Release Notes for v1.15.72 April 1st, 2021

Summary

Various fixes and improvements to the GC matching screen, multi user settings and others.

Improvements Made ๐Ÿ”ง

  • When the price of an appointment is different to the job it is now shown on the customer job summary.
  • Added a clearer description to Stripe invoice payments.
  • Show the appointment price when it is different from the job price.
  • Automatically confirm GoCardless matches that are manually attached.
  • Show automatically matched customer on mandate or customer ID in the confirmed column.
  • Inactive customers are now highlighted in the customer search.

Bugs Smashed ๐Ÿ’ฅ

  • Fixed a bug causing the people chooser to show on single user accounts.
  • Fixed a bug causing quote appointments to default to the global frequency setting.
  • Fixed a bug preventing "Done and Paid" showing for customers with default auto payment method set but not enabled.
  • Fixed the GoCardless description to remove the GoCardless (auto) etc when submitting.
  • Removed quantities from the job when not pricing by service.
  • Fixed an issue causing paid out GC payments not to get recognised correctly in the payments matching screen.
  • Fixed a bug prevent recently synced items from being sent to devices consistently.
  • Fixed a bug causing GoCardless matches to always be updated rather than only when they change.

Release Notes for v1.15.68 March 25th, 2021

Summary

Added a new job editor role, allow hiding of Stripe and GoCardless from invites and show the address for GoCardless and Stripe matching to make it easier. Also made various minor bug fixes to correct statuses on payments, planner options, layout, route optimisation and a number of improvements to single user mode.

Features Added ๐Ÿš€

  • Added a new Job Editor role to allow you to grant staff permission to update a job rather than just the individual appointments.

Improvements Made ๐Ÿ”ง

  • Added the ability to hide Stripe or GoCardless from the payment invites whilst leaving them on invoices.
  • Customer matching for GoCardless and Stripe will now show the address where available to make it easier to confirm the matches.
  • Made the GoCardless and Stripe auto matching better at matching based on an address.
  • Added request payment to all customers regardless of balance to support who take pre-payment for work.
  • Added a tool for Squeegee staff to fix old payment statuses.
  • The services screen now indicates the number of active jobs with the service assigned as well as the total.
  • The customer reference/external ID is now shown on the planner job sheet for ease of reference.
  • Updated the appointment creator to use the new job form.

Bugs Smashed ๐Ÿ’ฅ

  • Fixed a bug preventing multi account from switching accounts.
  • Fixed a bug preventing from upgrading to Advanced where they had a trial of Squeegee Core previously.
  • Fixed a bug preventing new GoCardless customers from matching up for some .
  • Fixed a bug causing stripe payment active to show for customers that have paid by card at some point.
  • Fixed a bug preventing the account profile details from updating if they are already set.
  • Fixed a permissions bug showing add attachment to job incorrectly.
  • Fixed a bug preventing optimise drive from the route planner when there is only one user.
  • Fixed a bug in showing prices where one was not set causing the job editor not to load for some .
  • Assignee is no longer shown on the work planner or multi-planner for single user accounts.
  • Fixed an issue causing preview invite to show for Stripe or GoCardless when they are disabled.

Release Notes for v1.15.63 March 23rd, 2021

Summary

Fixes a number of issues caused by GoCardless payments not being submitted correctly due to a change in the GoCardless API.Corrects the customer balance visibility, financial insights amounts and notifications layout. Improved the indicators related to automatic payment methods on customers.

Improvements Made ๐Ÿ”ง

  • Email messages now show delivery report indicators for sent, delivered, read, and clicked.
  • Added the ability to hide customer notes from planners and workers from the settings screen.
  • Added the ability to set the label for the tax on invoices e.g. VAT, Tax, Sales Tax etc.

Bugs Smashed ๐Ÿ’ฅ

  • Fixed an issue caused when single user mode is enabled.
  • Corrected the display of the Direct Debit failure message to make it more useful.
  • Removed My Work and updated Day Pilot to show all jobs when there is only one user on the account.
  • Fixed a bug showing the wrong notification message when an invite is sent using SMS.
  • Fixed a bug causing the undefined as the text for the automatic payment method when it's not the default.
  • Fixed a bug causing the automatic payment icon to show on customers that were not set up yet.
  • Fixed the email editor on Android.
  • Fixed a bug preventing setting a scheduled round on a job from applying the round schedule.
  • Fixed a bug causing the description of automatic Stripe payments to be "Direct Debit".
  • Fixed the GoCardless and Stripe search in the customer screen.
  • Fixed a bug causing the outstanding balance not to show for admin, owner and creator when hide for worker is set.
  • Fixed a bug preventing the download of the Squeegee CSV import sample file.
  • Fixed Email editor opening blank for some .
  • Fixed Translations not loading for some .
  • Fixed round frequency schedule text showing incorrect year.
  • Fixed message bubble overflowing on some messages.
  • Fixed attachment images showing thumbnail instead of the detailed image.
  • Fixed unexpected blank footer sometimes showing at the bottom of the screen.
  • Fixed a bug in the Stripe customer matching screen for some causing all customers to be matched up to the first customer.
  • Fixed a bug causing Stripe save card to show on Squeegee Core account invite pages.
  • Fixed a bug causing failed payments to be generated before customers were signed up to GoCardless.

Release Notes for v1.15.46 March 19th, 2021

Summary

Fixes a number of issues caused by GoCardless payments not being submitted correctly due to a change in the GoCardless API.Corrects the customer balance visibility, financial insights amounts and notifications layout. Improved the indicators related to automatic payment methods on customers.

Improvements Made ๐Ÿ”ง

  • Cancelling a message preview will now return you to message editor

Bugs Smashed ๐Ÿ’ฅ

  • Fixed Customer balance showing for workers when it shouldn't.
  • Fixed GoCardless customer status text not showing the customer active
  • Fixed Financial insight not including automatic payments in total payments
  • Old Notifications now show correctly in the customer messaging tab

Release Notes for v1.15.39 March 17th, 2021

Announcements ๐Ÿ“ข

You can now subscribe or upgrade to Squeegee Advanced with the following new features available initially

  • Attachments including pictures and documents can be added to Customers, Jobs, Appointments, Expenses and Invoices.
  • Stripe can now store customer cards on file and automatically take payments on invoice similar to direct debits.
  • Two way SMS messaging can now be enabled which will allow your customers to reply back to you directly to the app keeping the message history all in one place.
  • Ad-hoc invoices are now available so you can add arbitrary line items/quantities/amounts without needed to have an associated done job.

Summary

Features Added ๐Ÿš€

  • Replaced the layout of the Notifications section of a customer with the new Messages layout allowing preview of messages and a clear timeline.
  • All new job list to fully allow visibility of every job in your account in one place and filter/sort them as you wish replacing the old All Jobs view.
  • Added a new feature to archive old transactions before a specified date to reduce the amount of active data in your account.
  • Added a new feature to archive done and skipped job occurrences before a specified date to reduce the amount of active data in your account.
  • Allow syncing of customers from stripe to matching Squeegee customers.

Improvements Made ๐Ÿ”ง

  • Added new server side sync and backup to replace the existing backup allowing backup of accounts regardless of size.
  • New tag layout for important tags to make it much easier for workers to see important job notes on the day.
  • Many varied improvements to the layout of the work list to make it easier to read including expanding to fit all notes.
  • Improved the layout of the replan appointment dialog.
  • Prevented initial price from being added to an existing job as it makes no sense, simple edit the first appointment.
  • Redesigned the edit job form to make it easier to work through and use.
  • Improved the number pad dialog on mobile.
  • Improved the invoice summary layout.
  • Improved the layout of the expense view and editor as well as incorporating receipt capture.
  • Improved to the rounds screen layout for smaller screens
  • Improved the layout and functionality of the customer jobs section including clearer action buttons to the job cards.
  • Improved the Job appointment history screen layout and readability.
  • Alerts will no longer appear for dropped emails as dropped emails are only temporary
  • Re-written shift schedule fixing a number of minor issues as well as making it much quicker.
  • Added the ability to send a copy of the local data to Squeegee Support.
  • Improved the layout of the cards in the multi-planner.
  • Replaced indexDB on iOS to avoid a know Apple webkit indexDB bug.
  • Added the assignee to the all job data report.
  • with the canvasser and planner roles can now create the jobs as well as the customer.

Bugs Smashed ๐Ÿ’ฅ

  • Fixed broken map on round screen without location.
  • Fixed full screen map on customer dialog not being full screen.
  • Corrected date format in monthly jobs list report.
  • Corrected the time select dialog on iOS.
  • Fixed a bug preventing the payment form working under rare circumstances with decimal prices.
  • Removed legacy squeegee free functionality and corrected issues allowing non paying access.
  • Fixed the completed jobs by date range report not displaying for some .
  • Fixed jobs completed by date range report round column.
  • Fixed a job in customer jobs report sorting by incorrect date.
  • Fixed a bug causing the edit schedule button to stop working after editing the job itself.
  • FIxed an issue preventing some job frequency from being edited due to an invalid date.
  • Fixed an issue preventing removing a round from a schedule item throwing an error.
  • Fixed tags on finance view as they were being cut off.
  • Fixed a bug preventing services being removed from a job when pricing by service under certain circumstances.
  • Fixed a bug preventing initial price on job from sticking around.
  • Fixed a bug where skipped jobs were included in the monthly completed jobs report.
  • Fixed a bug causing the skip reason dialog to block the replan dialog.
  • Fixed a bug preventing optimise drive from working on the round view.
  • Fixed a bug causing the last payment method to be set incorrectly or not at all for some payment types.
  • Fixed a bug causing pay with card to show under certain circumstances despite customer being on GoCardless.
  • Fixed a number of issues around automatic invoice payment allocation.
  • Fixed a bug causing the first item in the work planner by user to show incorrectly sometimes.
  • Fixed a bug causing the assignee to continue to show against a job after they have been removed.
  • Fixed a minor issue that meant you could delete a team before you finished creating it.
  • Fixed a bug causing jobs to appear on more than one day under rare circumstances for large multi worker teams.
  • Fixed a bug preventing team jobs from showing for in the team when using multi-planner and filtering by worker.
  • Fixed a bug in the all job data report causing the frequency column to read incorrectly.