Squeegee release notes 2023

Squeegee Release Notes 2023

Susie Bishop
4th July 2023

Our previous release notes were taking up too much space in the app :)

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 v1.23.62 September 19th, 2023

Summary

New address service data, improved security controls and many other bug fixes and improvements.

Features Added ๐Ÿš€

  • Added a new address service to allow improved geocoding with more accurate coordinates.
  • Invoice and payments views can now be searched using the full customer details including notes etc.

Improvements ๐Ÿ”ง

  • Added additional security protection around user authentication for support staff.
  • Customers can now view invoices even if they have been archived.
  • Completed jobs reports both now include the service quantity.
  • Removed unrelated options from the multi-day view.
  • Updated to ensure quote addresses update when customer address is updated.
  • Invited will now show on GoCardless customers even if they are not set to take payment by GoCardless.
  • Invoice search now includes searches for including the prefix.
  • Updated the import to allow selection of a default service.
  • Huge improvements to the error reporting in the import tool.
  • Add missing name, email, and phone number to the customer from GoCardless if they are empty.

Bugs Smashed ๐Ÿ’ฅ

  • Fixed a bug preventing schedule search from working.
  • Fixed a bug preventing Android users from uploading files.
  • Fixed a bug in the address service preventing addresses from being marked as verified.
  • Fixed a bug in the address service causing the postcode not to be added to the address description.
  • Fixed a bug causing a delay when switching accounts.
  • Fixed a bug when updating payment details on Apple devices.
  • Fixed an issue with the portal theme not colours resetting.
  • Fixed an issue with custom quotes not showing all non rated services.
  • Fixed an issue where removing/deactivating a user did note remove them from teams.
  • Due to support for the feature no longer being available we have removed create customer from contacts on Android.
  • Fixed an issue with multiselect inside a round not showing for some users
  • Fixed an issue on the staff time report for some users.
  • Cancel opening franchise report when select franchise is cancelled.

Release Notes for v1.23.25 September 5th, 2023

Summary

Updated SMS pricing, bulk discounts for all SMS, and a number of other bug fixes and improvements as always.

Features Added ๐Ÿš€

  • Added the ability to go straight to a customer's GoCardless page from the Direct Debit History dialog.
  • Added the ability to add tags to services when completing jobs e.g. for waste transfer documentation or PONs

Improvements ๐Ÿ”ง

  • Added the phone number into the log phone reminders dialog for quick access.
  • Updated pricing for non UK SMS.
  • Added bulk discounts for non UK SMS.
  • Non UK SMS purchases now show the TAX value.
  • Improved portal features dialog to show all features available on higher plans.
  • Added a link to sample embedded portal for Squeegee Ultimate users.
  • Added Bulk Price Change updates to the customer notes and activity feed.

Bugs Smashed ๐Ÿ’ฅ

  • Fixed a bug causing the wrong customer to be selected when adding a new job.
  • Fixed a bug causing the Day Pilot to be unable to scroll.
  • Fixed a long standing issue with the Job List not sorting correctly by next due when there are concrete future appointments.
  • Fixed a bug allowing workers to edit/delete day notes.
  • Fixed a bug with the filter menus using the last viewed day's data instead of current day.
  • Fixed a bug with the Credit Note Summary showing unnecessary data.
  • Fixed a bug showing multiple jobs warning on invoices with a single multi service job.

Release Notes for v1.23.7 July 27th, 2023

Summary

The route planner now supports up to 200 waypoints, and we've made some improvements to the traffic optimisation. We've also fixed a bug causing jobs to show up in the default assignees list as well as the actual assignee, and a bug preventing route optimisation from working first time.

Improvements ๐Ÿ”ง

  • Added support for up to 200 waypoints in the route planner.
  • Improved traffic optimisation for the route planner.
  • Added a link to your portal under the unique URL field in the portal settings page.
  • Added a loader to the SMS credit calculation when sending a lot of SMS messages.
  • Optimised the Quote list.
  • Quote list now updates live when changing an individual quote.
  • When only one job is invoiced, put the PO number inline.

Bugs Smashed ๐Ÿ’ฅ

  • Fixed a bug causing jobs to show up in the default assignees list as well as the actual assignee.
  • Fixed a bug preventing route optimisation from working first time.
  • Fixed issues causing the avatars to not update for some users in the Quote list.
  • Fixed a bug causing some tags to not update when changing a quote.
  • Fixed a bug causing quote email and booking templates to lose their styling.

Release Notes for v1.23.4 July 18th, 2023

Summary

Squeegee Balance public beta for Squeegee Ultimate, bulk price change, search improvements, as well as a number of other bug fixes and improvements as always.

Announcements ๐Ÿ“ข

This release marks the first public beta of Squeegee Balance for Squeegee Ultimate users. Squeegee Balance is a new set of features that allow you to track your accounts and transactions. As it is currently in beta, we are looking for feedback so please send any bugs you spot or ideas for updates through the support button.

This release also includes the new bulk price change feature for Squeegee Ultimate users. This allows you to change the price of multiple jobs at once. Please take care to test this on sample jobs/customers first as it is a beta feature. Send any bugs you spot or ideas for updates through the support button.

Features Added ๐Ÿš€

  • Balance Beta is now live and ready for Squeegee Ultimate testers! ๐ŸŽ‰
  • Bulk price change has been added for Squeegee Ultimate beta testing along with new templates for price change email and SMS.

Improvements ๐Ÿ”ง

  • Ultimate users can now customise the text they see throughout the portal.
  • Improved the search on work planner to exclude jobs that are not on the current day.
  • GoCardless payments will no longer be submitted to a cancelled mandate and will show as unavailable instead.
  • Huge performance improvements to renaming of rounds and services.
  • Updated the quickbooks report to allow selecting between customer reference and address for the customer column.
  • Beta Features is now new features and items are tagged to reflect whether are in BETA state or not.

Bugs Smashed ๐Ÿ’ฅ

  • Fixed a bug causing all message sending to require 100 credits.
  • Fixed a bug causing the Day Pilot to be unable to scroll.
  • Fixed a bug preventing service/round renames from completing.
  • Fixed a bug causing the wrong customer to be selected when adding a new job.
  • Fixed a bug causing jobs to show up in the default assignees list as well as the actual assignee.

Release Notes for v1.22.45 June 30th, 2023

Summary

This update includes performance enhancements to service and round lists, which now show active job counts and sort by frequency. The customer job list sorting has been improved. All phone and email links will now open in new windows. Two bugs were fixed: one causing the customer job list to refresh and scroll to top on job updates, and another causing unwarranted job discard prompts.

Announcements ๐Ÿ“ข

Square reader Beta is now available for iOS and Android users. To turn this on, make sure you have the Square app installed on the device and are signed in to your Square account. Then go to Beta Features in settings and enable it. It will appear as a new option in the payment methods list under Charge.

As any Android users of Squeegee who were still using Device SMS will know, we have now removed this option from the app as of this release. To continue sending SMS messages going forward, you will need to go to SMS setting and enable Squeegee SMS.

As part of our latest negotiations with our UK SMS provider we are now pleased to be able to offer discounts when buying blocks of 10000 and 25000 credits making all of our SMS pricing tiers better value than Cleaner Planner and TextLocal, and one of the lowest cost SMS providers on the market.

  • Standard rate remains at ยฃ0.036 + VAT per credit.
  • 10000 credits is now ยฃ0.033 + VAT per credit.
  • 25000 credits is now ยฃ0.029 + VAT per credit.

For Squeegee Ultimate users wanting to check it out, we have added bulk price change to the Beta Features. Let us know if you want it enabled but please bear in mind it is still in final beta testing and may have some bugs. We recommend you try it on sample jobs first.

Features Added ๐Ÿš€

  • Added Square reader support for iOS and Android.
  • Added a new setting in profile so you can set your startup landing page.

Improvements ๐Ÿ”ง

  • Improved the performance of the service and round lists.
  • Service lists now sort by most common first and detail how many active jobs are in use.
  • Round list now shows the number of active jobs in each round.
  • Updated the sort order of the customer job list to be:
    • Active Repeating
    • Active Ad-Hoc
    • Inactive Repeating
    • Inactive Ad-Hoc
  • Made all telephone number links open in a new window.
  • Made all email links open in a new window.
  • Added a check to bulk send to allow the credits for SMS to be purchased up front.
  • Tidied up SMS sending code and improved performance.
  • Improved the performance of the job calendar feed.
  • Added an icon to appointments to indicate whether they are just generated from the job schedule or have additional modifications.
  • Improved the planners to hide overdue jobs when clear overdue it set.
  • Major improvements to the performance of the job projection system.
  • Message via SMS now only shows when SMS is enabled.
  • Done and paid now collects the completion date first before taking payment so you can cancel at any point.

Bugs Smashed ๐Ÿ’ฅ

  • Fixed a couple of issues causing calendar feed jobs not to update immediately.
  • Fixed a bug where the customer job list clears then reloads when a job is updated causing the list to scroll to the top.
  • Fixed a bug causing jobs to ask if you want to discard even when no changes have been made.
  • Done and skipped jobs where the customer or job is deactivated will now show in the planner and on reporting section badges.
  • Fixed a bug causing skips not to update in the planner immediately.
  • Fixed a bug causing invoices to stay paid when a payment is cancelled.
  • Fixed the planner searches for has email, has mobile, Stripe, and GoCardless.
  • Fixed a bug preventing expense categories from being shown in the filter.
  • Fixed a bug causing the round picker not to show all of the rounds.
  • Fixed a bug causing an SMS credit check when sending email.

Release Notes for v1.22.12 June 15th, 2023

Summary

Released Inbox for Squeegee, bulk sending from the planners for Squeegee Advanced and above, added Square card reader for iOS, and made a number of improvements and bug fixes.

Features Added ๐Ÿš€

  • Inbox is now released and replaces the All Messages screen.
  • Square card reader for iOS is now available to all users on Squeegee Advanced and above.

Improvements ๐Ÿ”ง

  • Improved the customer finance layout.
  • Squeegee SMS one way is now the default for new accounts.
  • Added an inactive and prospect tag to the customer screen.

Bugs Smashed ๐Ÿ’ฅ

  • Fixed a bug preventing voided invoices and payments from showing.
  • Fixed a bug causing deleted invoices not to also delete their void transaction.
  • Fixed a bug preventing attachments to portal quotes from uploading.
  • Fixed an issue preventing cash refunds from showing in the user invoices and cash collected report.

Summary

Fixed a bug preventing resending booking confirmations, and fixed a number of bugs relating to Send audience creation and editing.

Features Added ๐Ÿš€

  • Added the ability to hide void/cancelled transactions across the app in Invoicing and Payment settings.
  • Added the ability to hide declined/expired quotes from the customer summary in Quote settings.

Improvements ๐Ÿ”ง

  • Improved the performance of the contact preview loading in the Send audience edit form.
  • Added the ability for our team to more easily update portal custom configurations.

Bugs Smashed ๐Ÿ’ฅ

  • Fixed a bug preventing resending booking confirmations.
  • Fixed a bug causing the screen to scroll down when editing a Send audience.
  • Fixed a bug causing the audience preview load to create lag in the audience edit form.
  • Fixed a bug causing the incorrect OR or AND value to be displayed when loading a previously saved Send audience.
  • Fixed a bug causing a switch from AND to OR to be retained even when the changes were discarded.
  • Fixed a bug causing a filter to be put to the end of the list instead of next in the list when switched from AND to OR.
  • Fixed an address lookup issue caused by browsers detecting the wrong country.
  • Fixed a bug not allowing custom payment methods to be cancelled due to no provider for some Ultimate users.

Release Notes for v1.21.86 May 10th, 2023

Summary

Added the ability for users including workers to pin an address when on site to improve the accuracy, updated the search to support fuzzy searching of rounds and services, and fixed a bug preventing single notification messages from being sent, as well as a number of other minor improvements and bug fixes.

Features Added ๐Ÿš€

  • Added the ability for users including workers to pin an address when on site to improve the accuracy.

Improvements ๐Ÿ”ง

  • Added fuzzy and exact searching to the customer list and job list. Use the "::" operator for an exact match. e.g. "round::Fantastic Friday"

Bugs Smashed ๐Ÿ’ฅ

  • Fixed a bug preventing single notification messages from being sent.
  • Fixed a bug causing private SMS numbers not to reconnect after an account is deleted and recreated.

Release Notes for v1.21.77 May 5th, 2023

Summary

Deactivated users can now be viewed separately in the user screen and do not count towards the total user count, urls in the quote notes will now be automatically upgraded to links that the customer can click on, deleted customers can now be recovered from the customers screen, completed jobs now show the user that skipped them, job notes can now be seen by hovering over the yellow text bubble on the job list, and a number of other minor improvements and bug fixes.

Features Added ๐Ÿš€

  • Added a deactivated users view to the Users screen.
  • Added the ability to search for and restore deleted customers.
  • Links can now be added to quote notes.

Improvements ๐Ÿ”ง

  • Improved the performance of sync on all platforms.
  • Added a 'Skipped By' column to the Skipped Job By Date Range report.
  • Creators can now reset portal login credentials for customers.
  • Hovering over the yellow text bubble on the job list now shows your job notes instead of telling you the job has notes.

Bugs Smashed ๐Ÿ’ฅ

  • Fixed a sync bug causing unnecessary syncs.
  • Printing a quote with a large number of items now spans multiple pages
  • Quote reference no longer overlaps content on the quote
  • Fixed a bug where toggling the temperature in some planner views would sometimes misalign the chart and chart header.
  • Fixed the reply to helper text when logged in as a non owner user.
  • Fixed the report logo for the customer reports on iOS.

Release Notes for v1.21.47 March 25th, 2023

Summary

Released the Visual Planner to all Squeegee Ultimate users Added the ability to search specific fields when searching for customers, released send to selected Squeegee Ultimate users, added the ability to select the address provider for the address lookup, improved the responsiveness of the customer search, fixed the storage space label, and fixed the storage amount displayed for Ultimate users.

Announcements ๐Ÿ“ข

Squeegee Visual Planner

The Visual Planner is now available to all users on Squeegee Ultimate. You can combine a search with a physically selected map area to narrow down a selection of jobs then re-assign them to another round or worker in bulk or individually update any of the other properties on them.

Send for Squeegee

Send for Squeegee is now available to selected users in Squeegee Ultimate, just get in touch with us if you would like to be added to the list.

Advanced Searching

In this release we have added the ability to search specific fields when searching for customers as part of the Send for Squeegee functionality. You can search fields such as name, email, phone, address, and more. This is available to all users, just type the field followed by two colons then your search text and add multiple fields with AND, OR and NOT e.g. name::jones AND address::west AND NOT email::@gmail.com.

Features Added ๐Ÿš€

  • Added the ability to add attachments directly to quotes, these then transfer to the jobs once the quote is converted.
  • Pictures and other attachments added to quotes made in your portal will automatically be added to the job when it is created.
  • Added the ability to choose the address provider for the address lookup if the current selection is not providing the expected results.
  • Added the ability to customise your Portal theme for Ultimate users.
  • Added the ability for Ultimate users to show automatic payment providers when a customer completes a quote through their Portal.
  • Workers now have the ability to select the date and have more view options in the "My Work" tab.

Improvements ๐Ÿ”ง

  • Improved the overall responsiveness of the customer search.
  • Improved the performance of bulk deletes.
  • Improved the performance of the checks for timers.
  • Audit screen now tells you if a device is new.
  • Added the ability to refresh all pending automatic payments and customers.
  • Customers who have never had a job completed can be set back to prospect.
  • Job attachments now shows the number attached.
  • Added better feedback when refreshing pending payments and customers.

Bugs Smashed ๐Ÿ’ฅ

  • Fixed a bug causing the automatic invoice SMS to contain HTML.
  • Fixed a bug causing uninvoiced job count to be wrong.
  • Fixed an issue preventing tiny attachments from being uploaded successfully.
  • Fixed a bug preventing the back button from showing on the Visual Planner.
  • Fixed a bug preventing attachments from being uploaded when not directly attached to anything.
  • Fixed the label showing how much storage space has been used.
  • Fixed the incorrect available storage showing for Ultimate users.
  • Fixed the unique Portal URL handle error where the url was more than 5 characters but still erroring.
  • Fixed a bug preventing cards being added on the portal.
  • Fixed a bug preventing messages being sent to alternate SMS.
  • Fixed a bug preventing customers from using reference from a deleted customer.
  • Fixed the audit display overflowing on mobile.
  • Fixed an issue preventing items deleted locally from being cleaned up.
  • Fixed an issue preventing external ID's from being updated after customer a merge.
  • Fixed the alignment of the support/alerts bar.
  • Fixed a bug preventing some franchise accounts from backing up regularly.

Release Notes for v1.21.33 February 16th, 2023

Summary

Added the ability to search an entire postcode, street, or multi tennant building, Made the publish services button notify on success as well as failure, and a number of other minor improvements and bug fixes.

Announcements ๐Ÿ“ข

Major Improvements to Address Searching

  • The address search can now search entire postcodes, streets, or multi tennant buildings.
    • Enter a postcode to return all addresses in that postcode.
    • Enter a street name (and town) to return all addresses on that street.
    • Enter a building name containing multiple properties to return all addresses in that building.

Improvements ๐Ÿ”ง

  • Made the publish services button notify on success as well as failure.
  • Jobs are prevented from being marked as not done when they are on an invoice with multiple jobs.
  • Franchise statements will now display who the net value is payable to for franchises that invoice their franchisees.

Bugs Smashed ๐Ÿ’ฅ

  • Fixed a bug causing times to be added to a portal booked appointment date.
  • Removing jobs from an invoice now removes their "invoiced" status.
  • Fixed the menu bar not closing on item selection.
  • Fixed an issue causing an error when signing in after a long time.
  • Fixed an issue caused by hitting a view with no title.
  • Fixed a bug causing an error when an appointment has no date set.
  • Fixed a bug preventing account switching on Android.

Release Notes for v1.21.30 February 7th, 2023

Summary

Added the ability to turn portal features on and off directly in Squeegee, added split screen support for iPad, added select/clear default navigation in profile, added common metadata from all banks that support it, updated the address lookup to use better data, updated the address lookup to improve geocoding, and many, many more improvements and bug fixes.

Features Added ๐Ÿš€

  • Added the ability to turn portal features on and off directly in Squeegee.
  • Added split screen support for iPad.
  • Added select/clear default navigation in profile.
  • Added full searching with AND/OR/NOT to the quote search.

Improvements ๐Ÿ”ง

  • Added common metadata from all banks that support it.
  • Updated the address lookup to use better data.
  • Updated the address lookup to improve geocoding.
  • Payments can now be synced with GoCardless when not initiated in Squeegee.
  • Payments allocated to multiple invoices can now be split across them and the remainder assigned to a tip or credit balance.
  • Improved the TrueLayer reconnect flow.
  • Statement description is now shown in the payment matching screen where available.
  • Improved the in app routing to speed it up a little.
  • Empty days are no ignored in the transactions list.
  • Added last payment method to the owing customers report.
  • Added a night theme to the app.
  • Added account balances to the payment matching screen.
  • Added support for searching all invoices, payment, or expenses before or after a given date.
  • Automatic payments now get allocated to the relevant payment account automatically.
  • Automatically match GoCardless payments on customer ID or payment ID.
  • Improved the in app support form to make it easier to use.
  • Added support for new lines in the quote notes.
  • Added the ability to expand a match in the payment matching screen to see more details.

Bugs Smashed ๐Ÿ’ฅ

  • Fixed a bug causing the NOT operator to work incorrectly.
  • Fixed a bug causing the reminder sent flag on appointments not to be set for all when one fails.
  • Fixed an issue with redirect url on mobile.
  • Fixed current setting for mobile prefixes not displaying.
  • Fixed temperature units not showing correctly.
  • Fixed distance and temperature units in general settings.
  • Fix tag dialog missing add button.
  • Quote filtering now includes sent unsent.
  • Fixed expenses category filtering.
  • Fixed ignored transactions not being remembered.
  • Fixed filtering by date in the invoices, payments and expenses screens.
  • Fixed sorting by date in the invoices, payments and expenses screens.
  • Fixed the inactive customers report to include customers with only inactive jobs.
  • Fixed the check for backups on shift schedule.
  • Fixed charges not saving in Franchise default settings.
  • Fixed a bug in shift schedule for double days.
  • Fixed a bug preventing assignees on quotes not being passed to the job.
  • Fixed a bug preventing re-assign to worker on completion from working.
  • Fixed a bug causing the unassigned view to hide jobs where the user has been deleted.
  • Fixed a bug preventing bank payments in sync from showing

Release Notes for v1.20.8 January 18th, 2023

Summary

Adds ability to sync gocardless payment account to import payments that did not originate from squeegee. This can also be used fix back in that failed due to recent issues with GC payment API.

Improvements ๐Ÿ”ง

  • Ability to sync GC payments using the GC payment account
  • Can sync more than 100 GC payments at a time
  • GC sync filters out failed payments
  • Maintenance updates to the app to improve performance and stability.