Get started with Income Tax (MTD)

Income Tax (MTD) is now available on all Squeegee subscription plans.

To get started:

1. Go to Settings > New & Beta Features.
2. Turn on Income Tax (MTD).
3. Open Finance > Income Tax (MTD) from the side menu.
4. Complete the Setup for Income Tax (MTD) process to connect your Squeegee account to HMRC.

Once setup is complete, you will be able to access the submission option.

Having trouble connecting?

A connection error will typically mean that the business has not registered for MTD or that HMRC has not yet fully activated the registration.

Activation can take up to 72 hours. HMRC will send an email when activation is complete. Wait for this email before attempting to connect your account in Squeegee.

Important information

The Squeegee integration is live with HMRC, however, HMRC is currently experiencing technical issues when enabling some MTD accounts.

There are no penalties for missing a quarterly-update deadline during the 2026–2027 tax year. You must still maintain digital records and send all outstanding quarterly updates before you can submit your tax return.

If you need to make a submission before 7th August 2026, use View & Export Figures in Income Tax (MTD) to export your figures from Squeegee and temporarily submit them through alternative MTD-compatible software. Other providers may be affected by the same HMRC-related issues.

New Features 🚀

Work & Planning

• Added Skip Job type to Custom Forms allowing this type to be triggered when recording a job as skipped.

Manage Customers

• Added Expired Card Check to the Stripe section of Payment Risks view which checks for customers with an expired card and allows a message to be generated for these specific customers.

Billing & Quotes

• Added support for accounts based in Australia to use ABN prefix on Quotes.

Finance

• Added UK Statutory Accounts iXBRL report to Financial Reports
• Added Self Assessment Summary report to Financial Reports
• Added an Import option to the Expense Categories view to support bulk upload of data from CSV files. The data mapping tool will assist with imports from custom CSV files.
• Added an Import option to Chart of Accounts to support bulk upload of data from CSV files. The data mapping tool will assist with imports from custom CSV files.

UI & Behaviour

• Added a Quote section to the Advanced Search feature allowing users to filter lists using Quote specific data.

Updates and Improvements 💥

Work & Planning

• Updated the Appointment Card to display related Custom Forms to access with a progress indicator.
• Updated the Appointment Card to display the currently viewed appointment date in the Last / Next date selector section for clarity.

Manage Customers

• Updated Customer list to allow scrolling for customer records that have a large number of tags that exceed normal screen bounds to be able to view them.
• Improved optimisation on Payment Risks screen to return

Messaging

• Updated the Notification Token Date Format setting screen to simplify the view.
• Updated Microsoft email accounts when connecting to Two Way Email to enforce authentication via MS Graph.

Billing & Quotes

• Updated invoices to include text with In Credit or Owed text based on the customers balance where this is included.

Finance

• Income Tax MTD figures can be viewed and exported without an active HMRC connection.
• Improved the text provided when no obligations are due for Income Tax (MTD).

Insights

• Updated the Quote by Date Range report to include the Initial Price column.
• Updated reports to restrict the file name length when this is generated during download.

UI & Behaviour

• Updated the Support Contact form to display operating hours and information on tickets handling once submitted.
• Updated the Rounds screen sort order to handle all cases on Round Names.
• Improved the performance on Planner views when updates are received.
• Improved account owner validation on sign in.

Bug Fixes 🔧

Work & Planning

• Fixed an issue with the spacing of items on the Day Pilot Completed list.
• Fixed an issue preventing overwrite of the inital zero in multi-day job schedule selection screen.

Messaging

• Fixed an issue that caused the Mark All As Read and Menu buttons to overlap on the Inbox view.
• Fixed an issue preventing the annual verification alert number verification action from initiating the first step.
• Fixed an issue preventing the [dateFromNow] token calculating the date from the scheduled date when using scheduled message option.

Billing & Quotes

• Fixed an issue that saved an invoice immediately after removing a line item.
• Fixed an issue that did not save the user assigned to a quoted job when converting a quote to a job.

Finance

• Fixed an issue preventing opening balances for a period from saving correctly.
• Fixed an issue preventing refresh of chart of accounts after journal create/post/reverse activity.
• Fixed an issue preventing today's transactions showing in Chart of Accounts.
• Fixed an issue that caused the Accountant user to see the VAT-setup flow when accessing VAT Returns section.

UI & Behaviour

• Fixed an issue preventing all last payment methods being displayed on customer or job list items.

Preparing for Income Tax (MTD)

We're making important improvements to the platform in preparation for Income Tax (MTD) being enabled, ensuring you have the tools you need for a smooth transition when the service becomes available.

As part of this release, we've refreshed the platform navigation to make it easier to find the features you use every day. You'll now see three new sections in the side menu:

Bookkeeping – Everything you need to keep your records organised and the new location for Payments & Payments Accounts (where you can complete bank reconciliation). Finance – Here you can manage your Income Tax (MTD) and VAT Returns and access your Chart of Accounts and Financial Reporting. Insights – Access you business data reports and insights.

While the navigation may look a little different, your existing features are still available - they've simply been reorganised into a clearer, more intuitive structure that supports both current functionality and future enhancements.

New Features 🚀

Customer Management

• Added the option to set the customer source in bulk import files.
• Added Customer Source, Customer Default Source and Auto Add Default Source settings to set a specific list of sources, use a default option and the option to have this set automatically on New Customer records.
• Made Address Line 1 mandatory field when setting an address.

Job Management

• Added Pause until date option when using Pause Job Schedule - this allows the job to be paused for a specific period.
• Added scrolling to the rounds list in the Round Planner when number of rounds exceed screen bounds.
• Made Address Line 1 mandatory field when setting an address.

Messaging & Communication

• Added a [daysOwing] token for use in SMS and Email messages - when included this will show the number of days for the oldest outstanding invoice for the customer.
• Added job specific message tokens to the New Customer Welcome Email Template Welcome & New Customer Welcome SMS Template Welcome.

Quotes & Invoicing

• Added Invoice Logo setting which allows the account to set a specific logo for use on their invoices.
• Added search on billed to in the Invoices view to support searches on the customer name.

Squeegee Balance

• Added VAT reconciliation adjustment handling to recompute historical returns vs HMRC submitted and create an adjustment (in beta testing on selected authorised accounts).
• Added a consolidated tax settings experience for VAT and HMRC so customers can manage tax setup from one place.
• Added real accounting-type integration for HMRC submissions and reporting flows.

Updates and Improvements 💥

Customer Management

• Add Recurring option to Bulk Price Change - when enabled this will automatically generate the next price change for the selected schedule.
• Updated the Address lookup handler to set the property or site location depending on the address level data returned form the text searched.
• Customer balance will update when a transaction is added/removed in the Customer view.
• Improved performance when searching for "uninvoiced" in the Customers view.
• Updated the text on address dialog to prompt the user to select Next instead of Save to match the UI button labelling.

Custom Forms

• Renamed Custom Fields to Custom Forms
• Added collection notes to custom forms and reports.
• Updated various items to improve the custom form completion flow and layout for smoother completion and review after creation.

Job Management

• Added the 'Group Schedule by Job Group' option to Multi Planner, this can be toggled on/off in the Planner View Options menu.
• Updated the timer display to show only active timers and improved the display making it easier to read.
• Updated the Job Count, Job Value, Job Time peak value management in the Forward Capacity Planner settings.
• Updated time entry editor to better handle user validation, restrictions and assignee selection and user selection with team categorisation.
• Updated time entry handling to save assignee information.
• Updated the timer display to only show active timers and improved the UI feedback.
• Enhanced the timer action visibility based on user permissions and access to timer completion until the timer is started.
• The user and team picker in time entry is now sorted alphabetically for faster selection and made the list searchable for users and teams in the timer edit.
• Added the Tagging option to all planner views to be able to apply important/standard tags in these.

Messaging & Communication

• Added in app alerts when annual number validation is due to expire to prompt the user to revalidate the mobile number when One Way SMS is enabled.

Payments & Expenses

• Updated error messages shown for inactive Stripe automatic payments for better clarity on the error.
• Updated payment link and copy link to use short urls.

Quotes & Invoicing

• Added Expired to the State filter option in the Quote view.

Reporting & Insights

• Added standard time-period comparisons to the Insights view widgets.
• Updated custom form reports for better date range handling.
• Added support for deleted customers in Invoice by Date Range report.
• Added quote schema and quote details to the sold customers report.

Squeegee Balance

• Updated the error message shown when automatic payments are inactive to provide more clarity.
• Updated the P&L transaction views to hide internal settlement entries, by accounting basis.
• Multiple performance improvements for reading and loading of transaction data.
• VAT return adjustments now use clearer wording and the correct direction in the UI.

UI & Behaviour

• Added a loader to show whilst the Connected Services screen is being populated.
• Moved role specific settings into the User Settings settings menu.
• Updated menu dividers to make menu scanning easier for different sections.
• Enabled Landing Page selection for Ultimate account users and any users with Owner, Admin or Reporting roles.
• Updated the content of the sign in detection email generated when a new sign in is detected.
• Sorted and grouped the user settings based on purpose

Bug Fixes 🔧

Custom Forms

• Fixed an issue that could cause the links in the custom form reports to be set incorrectly.

Job Management

• Fixed an issue which prevented the drive navigation icon showing in Day Pilot.
• Fixed an issue which prevented the selection of a location when running route optimisation by location.
• Fixed an issue with repeating ad-hoc jobs not being created correctly preventing the user from adding additional future appointment dates.
• Fixed an issue that could show the timer management screen to users without required permission level.
• Fixed an issue that caused quote job addresses to be updated when a customer address was updated and No was selected in the Update Other Jobs prompt.
• Fixed an issue that could return customers with matching jobs incorrectly when the NOT filter was selected in Advanced search.
• Fixed an issue in Multi Planner that could allow jobs to be reordered when in a grouped selection that could cause future appointments not to load.
• Fixed an issue on next scheduled appointment calculation to remove the duplicate check.
• Fixed an issue that did not load previous start and end times correctly when editing a time entry as a worker.

Messaging & Communication

• Fixed an issue with conversion of short URLs which could cause HTML entities to be included in the URL.

Payments & Expenses

• Fixed an issue that prevented the 'Set Up Direct Debit' option from showing on invoices.

Quotes & Invoicing

• Fixed an issue preventing the GoCardless Link showing on Invoices.
• Fixed an issue where emailed invoice PDFs could use the wroong wrong for Australian GST/SBN labels.

Reporting & Insights

• Fixed an issue that allowed a deleted job appointment to be accessed on the invoice summary.

Squeegee Balance

• Fixed an issue with VAT reconciliation sign handling for HMRC data.
• Fixed an issue with VAT reconciliation period loading and currency units.
• Fixed an issue with income statement calculations and cash/accrual report correctness.

Squeegee Income Tax MTD

• Fixed several issues in the MTD experience making the tax setup flow more reliable.

Squeegee Portal

• Fixed an issue where a customer attempted to sign-in to their portal screen returning an incorrect error and blocking.
• Fixed an issue where accessing the Layout section in Portal Directory and selecting a customer to view as would return the "Ooops! Something went wrong." error unexpectedly.

UI & Behaviour

• Fixed a number of Dark Mode issues affecting menu draw on mobiles.
• Fixed an issue where invoice generation on iOS could use the business logo instead of the invoice logo, now correctly uses the business logo unless an invoice logo is explicitly provided.
• Fixed an issue where the selected option fo the landing page on a device was not showing latest selection in the UI.
• Fixed an issue that prevented timers showing for jobs with unverified addresses.
• Fixed an issue causing a delay in registering the data entered into the Job count, Job value & Job time fields in Insights settings popover.

User Roles & Permissions

• Fixed an issue where a users default account was being rest so invited users could not access the account they were invited to.

New Features 🚀

Customer Management

• Added the ability to expand a customer description field by selecting "Show More..."
• Added Exclude customers from occurrence archiving option to the customer's 3 button menu - this will restore a customer's job appointment history and exclude them from the account's automatic occurrence archiving (when this is enabled in Archiving settings menu) for 60 days.
• Added a counter tag to customers who are in an owing state - this will show a counter based on the number of reminders they have been sent since last payment.

Custom Fields

• Added the ability to change the order of items in custom fields and display connected forms.
• Added backwards compatible linked fields for custom forms.
• Enabled linked fields support for stored events (timers).
• Enabled attachment preview for accessible files on custom forms.

Job Management

• Added Create One Invoice For Multiple Same-Day Jobs account and customer specific settings - when enabled and a customer has multiple job appointments due on the same day the jobs prior to last are marked as done without invoicing and the invoice is generated when the last one is marked done.
• Added the option to send booking confirmation to the job summary dialog.
• Added Lock Replanning option to a job to prevent it being replanned.
• Added Shift Schedule by Service option to allow shift of jobs with specific service(s).
• Added Multi-Day Scheduling allows users to schedule over multiple days (private beta testing for selected accounts)
• Added Block Planners From Editing Timers setting - when enabled users with Planner or lower permission will not be able to manage time records.

Messaging & Communication

• Implemented an Annual SMS Verification process for accounts using one way SMS with a mobile number Sender ID.
• Added the assign to customer action on SMS alerts from unknown customers.
• Added Send Payment Confirmation Prompt setting and template - when enabled this will allow the user to send a payment confirmation message after recording a payment or from an existing payment record.
• Added Notification Token Date Format setting - allows the user to set their preferred date format for date tokens used in messages.
• Added Add Attachment button to email editor - allows the user to select and attach account attachments.

Payments & Expenses

• Added Mark Expenses Paid On Or Before Date option to the Expenses screen pink button menu to allow the user to bulk update expenses to paid on or before the selected date.
• Added Auto-reset invalid automatic payments setting - when enabled this will set a customer's payment method to none if Stripe card is inactive/expired or the GoCardless mandate is cancelled.

Quotes & Invoicing

• Added Prevent Auto Send on Done and Paid setting - when enabled this will prevent the invoice being sent to the customer when using done and paid option and the Automatic Invoice Notification setting is enabled.

Squeegee Marketplace

• Added Squeegee Marketplace feature allowing users to post adverts of jobs for sale and view/buy advertised jobs in their area.

Squeegee Portal

• Added Send portal quote confirmation via SMS setting - when enabled this will send the Quote Flow generated quotes via SMS instead of via Email.

UI & Behaviour

• Added Use Round Colours For Markers On The Overview setting - when enabled this will use the round colours in place of the job status colours on the map pins in the Overview screen.

Updates and Improvements 💥

Customer Management

• Added an Address Details form to the Address Search which allows the user to edit the address before pinning the location.

Custom Fields

• Improved checks for attachment linkage to custom forms to check the connections are being properly stored.
• Added support for sending Custom Forms via SMS.

Job Management

• Improved route planning options and information displayed on Day Pilot view.
• Updated the change map pin process to prompt a user to apply the change to all or just this appointment.
• Added round statistics to the Round Planner.
• Added date filtering to Visual Planner v2.
• Added filters to the Forward Capacity view to customise the data displayed.
• Updated the confirmation prompt to clearly state treatment of future appointments when using quick replan action in the Planner views based on the Replan Always Updates Schedule global setting state.

Messaging & Communication

• Enhanced the handling of Twilio inbound messages with improved caching.

Payments & Expenses

• Improved Gocardless auto-pay account handling and related invoice status updates.

Quotes & Invoicing

• Updated custom invoice templates to include the purchase order number field.

Reporting & Insights

• Updated projected revenue reports to exclude paused jobs from in projection calculations.
• Updated the Insights information icons to a pop up to better display the widget information.
• Updated the Active Customer report to include the Round column.
• Updated custom report access management to better handle custom report access restrictions.

Squeegee Balance

• Updated styling on step buttons in Making Tax Digital overview screen.
• Updated the navigation through various Making Tax Digital screens.
• Updated Making Tax Digital submission retrieval coverage across multiple tax years.
• Improved the VAT Returns setup flow for two factor authentication.

UI & Behaviour

• Improved the layout of customer list action icons and search bar.
• Updated the Jobs label on the customer dialog to match Quotes label formatting.
• Made replace user process set the worker permission on the new user when selecting re-assign work if this is not already set.

Bug Fixes 🔧

Customer Management

• Extended the import customer option in Customers pink button menu to Core and Advanced.

Custom Fields

• Fixed an issue preventing the pink button menu items showing on completed job custom forms.

Job Management

• Fixed various issues on Day Pilot relating to route ordering and map icons.
• Fixed an issue that could cause stale data to remain in multi planner when it was reloaded.
• Fixed an issue showing the icon for Advanced Time Tracking when this feature was not enabled.
• Fixed an issue the would show job prices to workers when all jobs in their My Work list were skipped.
• Fixed an issue where next due date column was using job start date rather than next due date in the Round Planner view.
• Fixed an issue where the 'require round for new jobs' setting prevented selection of the Repeat Job option on Ad Hoc jobs.

Messaging & Communication

• Fixed an issue that prevented two-way email disconnect updating the account setting when the disconnect was received.
• Fixed an issue preventing the text in the attachment link URL from being updated correctly when using the copy action.
• Fixed an issue where view messages would show to workers when the setting was set to disabled.

Quotes & Invoicing

• Fixed an issue where clearing the default job on a quote would still save the default job details when saving a new job on the quote.

Squeegee Portal

• Fixed an issue that could cause portal signup or login to silently fail when password check fails.

UI & Behaviour

• Fixed an issue that would show incorrect number of accounts in the account selection list when a user connected to multiple accounts signs in.
• Fixed an issue with Dark Mode styling causing display issues on the support contact form.
• Fixed an issue causing the action bar to sometimes overlay on top of customer/job dialogs.
• Fixed an issue with Planner View Options menu action button placement.

New Features 🚀

Job Management

• Overview version 2.0 provides new map layout and behaviour - enable this view from Settings > New & Beta Features menu.
• Added Hazards and Risks setting - allows the user to enable default options (Overhead Power Lines / High Speed Roads) or add their own Hazard and Risks and add a relevant icon. These are then shown as important notes against the jobs they are enabled for in the planner views.
• Added Block Workers Accessing Manage Timer Dialog setting - prevents workers accessing the manage timer option to edit their own time entries.

Messaging & Communication

• New card payment tokens to automatically store the card used during payment for future automatic payments, the text shown on the card payment form is updated to advise the customer this is the case:
  • [prepayLinkAndStoreCard=?]
  • [payBalanceAndStoreCard]
  • [payDueInvoicesAndStoreCard]

Squeegee Marketplace

• Enabled external transfer between accounts - allows data to be moved using the updated transfer flow.
• Enabled seller signup access for marketplace features - allows eligible sellers to sign up for Marketplace features.
• Enabled internal and external transfer features for quotes and jobs - allows the transfer of quotes and jobs between linked (internal) and separate (external) Squeegee accounts.

Updates and Improvements 💥

Customer Management

• Updated the customer balances alignment layout where they are displayed and any related secondary content (icons, tags etc).

Custom Fields

• Updated completed forms to move with the appointment when a job is replanned.
• Updated indentation of nested related custom fields no matter the depth of the field on iOS and Android for consistency.

Job Management

• Updated the Day Pilot map display when a route is planned.
• Added a lock icon to the job list when the Replan Locked option is enabled for the job.

Messaging & Communication

• Added a retry option for any notifications that are part of a published Send campaign that fail or get stuck in a pending state.

Quotes & Invoicing

• Enabled loading of invoices that are linked to a job appointment that has been deleted so they can still be viewed.

Reporting & Insights

• Updated the "download failed" notification message for clarity when a report download attempt fails for some reason.

Squeegee Balance

• Improved HMRC request error handling / logging based on the responses received from HMRC in order to show more helpful details to the user.

Squeegee Marketplace

• Simplified the transfer action conditions for quotes for simpler transferring.

UI & Behaviour

• Improved dialog spacing on iPhone-style screens to account for the iOS notch so display is not obscured.
• Added improved logging for a variety of items in the app including template generation and notification processing.

Bug Fixes 🔧

Job Management

• Fixed an issue preventing reassignment of work to the new user when Replace User option is used in Users screen.
• Fixed an issue allowing workers to edit timer entries incorrectly.
• Fixed an issue that showed other tag types when adding a temporary service.
• Fixed an issue with action bar behaviour in the schedule details dialog.
• Fixed an issue with the round labels and chip text in the DayPilot view.
• Fixed an issue that incorrectly made pricing visible to users with the Canvasser permission.
• Fixed an issue affecting time entry editing for the current user.

Messaging & Communication

• Fixed an issue preventing invoice tokens showing correct information on SMS and email notifications.
• Fixed an issue preventing removal of attachments and inline one time links.

Payments & Expenses

• Fixed an issue affecting currency used when recording a payment on Android in Square.
• Fixed an issue where a cancelled gocardless mandate wouldn't reset a customer's automatic payment method.
• Fixed an issue where an unnecessary reassignment confirmation step showed after recording a payment.

Quotes & Invoicing

• Fixed an issue affecting the Invoice edit flow that relied on reconciliation to mark newly added job occurrences as invoiced.

Reports & Insights

• Fixed an issue where jobs this week insight was not using projected occurrences.

Squeegee Balance

• Fixed the Balance UI not updating correctly after an HMRC account disconnect request.

Squeegee MTD

• Fixed an issue where the MTD screen breadcrumb links were not translated.

UI & Behaviour

• Fixed an issue that caused the Disabled Send Welcome Message Prompt setting to show twice in the settings menu.
• Fixed an issue that did not strip UK correctly from the end of an address when searching for / selecting an address in the address picker.
• Fixed an issue that prevented a user from being able to drag an item on Android.
• Fixed an issue that could cause the app to not focus on a newly opened dialog.
• Fixes an issue that could cause a locale change to happen too early.
• Fixed an issue that could cause the action bar to disappear and/or be hidden behind other dialogs.
• Fixed an issue that could cause content to load too quickly before that app is ready.

Updates and Improvements 💥

• Extended the Command Palette to users on all all subscription plan types
• Added protection against incorrect date being stored when a job date is set.

Bug Fixes 🔧

• Fixed an issue where a missing invoice number would cause the Sage report to error.
• Fixed an issue where the date range selection on Balance reports did not account for BST.
• Fixed an issue where a new user was unable to switch to an account they had been invited to on Andorid mobile.
• Fixed an issue where "Hide Cancelled Transactions" setting was enabled did not update the running balance or total for the day balances on the Payments screen.
• Fixed an issue preventing sign in on Apple Devices

New Features 🚀

Job Management

• Partial Skip Option setting - allows partial skip options to be set up with discounts that can be applied to skipped jobs that will be used on the invoice.
• Multi Planner Job Display Limit setting - when enabled the number of job cards initially shown will be limited to this number in the multi planner with an option to load the hidden job cards shown on each day where there are hidden job cards.

Messaging & Communication

• Exclude Customers added to standard Send campagins - this allows the filtering of campaign audience to include/exclude customers.
• Send Skipped Job Notificaiton setting - when enabled this will be sent when a job is skipped and customer to their default notification option if set.

Payments & Expenses

• External GoCardless Payments - a toggle option in the customers Automatic Payment Method settings that will designate them as a subscription payer and diable automatic payment processing.

Quotes & Invoicing

• Add From Existing - allows users to select from a customer's previously done repeat or ad hoc jobs to use these details for a new quote.

Updates and Improvements 💥

Custom Fields

• Added static job-occurrence custom form type for use on job appointments.
• Added Summary details to the completed forms report view.
• Added a Preview to the completed forms report to preview the form content.

Job Management

• Added a select-all option to the “also replan these customers jobs” dialog.
• The Day Pilot map will no longer attempt to load/update when a device is offline, while keeping loaded items in the list visible.
• Added a visual indicator when a job is open to highlight the job in the list.

Payments & Expenses

• Bank-data connection failures now identify the failed institution in the on-screen notification.

Quotes & Invoicing

• Quote long descriptions now preserve whitespace and new line formatting.

Technical

• Updated email handling and malicious message detection systems.

UI & Behaviour

• Collapsible menus moved to Appearance settings and enabled by default for new users.

Bug Fixes 🔧

Customer Management

• Fixed an issue where the Stripe disconnect account action did not clean up metadata on the customer's record.

Job Management

• Fixed an issue where the loader remained on screen when replanning skipped jobs preventing access to the next dialog.
• Fixed an issue where job timers could appear to run indefinitely after job completion.
• Fixed an issue where new rounds were not displaying on the schedule for concreted occurrences.

Messaging & Communication

• Fixed an issue where an in app alert that detected multiple customers with the same phone number did not display the full list of actions.
• Fixed an issue where “no valid notification methods” error was shown when a customer's contact methods were not detected.

Reporting

• Fixed an issue where Customer Signups by Month report crashed due to broken job data.

Squeegee Balance

• Fixed an issue on transaction drill down affecting mobile.
• Fixed an issue where some users could not complete the connect to HMRC flow.

Squeegee Portal & Quote Flow

• Fixed an issue where the address search was not returning suggested addresses on the first page of the Quote Flow.

Technical

• Fixed an issue when running a backup restore so the Balance cache is cleared and relevant data is re-imported.

UI & Behaviour

• Fixed an issue that would show duplicate settings when returning filtered list from searching the settings menu.
• Fixed an issue on iOS where settings with text exceeding the screen size width caused font size to increase.

New Features 🚀

Customer Management

• Purchase Order Numbers - Allows the user to set a purchase order number on a customer which will be displayed on new invoices created for that customer.
• Advanced Customer Search - Allows the user to filter for customers and generate groups and audiences from their filter selections, select the funnel icon at the top right of screens to open this search.
• Potential Duplicate Customer Check - Allows the user to search for potential duplicate customer and merge these records if required. Access this feature from the Customer screen pink button menu.

Custom Fields

• Conditional Custom Fields - Conditional fields can now be set based on the parent field being a checklist or select field.

Job Management

• Round Planner / Job Group Planner - An improved round planning view allowing users to organise their jobs into rounds, drag and drop the jobs to rearrange them in that round list quickly and/or move jobs between rounds in seconds. Enable this new feature in Settings > New and Beta Features menu.
• Visual Planner 2.0 - Updated Visual Planner includes new map visualisation, map layers, improved selection mechanism, improved filtering and optimisation for use with 1000s of jobs on mobiles (device dependant).
• Purchase Order Numbers - Setting a purchase order number on a job will add the purchase order number on invoice generated for that job, overriding the purchase order number set on the customer.
• Advanced Job Search - Allows the user to filter for jobs using the available settings on jobs, select the funnel icon at the top right of screens to open this search.
• Show Day Notes In Day Pilot setting - When enabled this will display any Day Notes added to that day above the job list in the Day Pilot screen and these can be expanded and minimised.

Messaging & Communication

• Email Invoice Attachments setting - Allows a user to configure the default attachment to include with invoice emails to apply to new customer records.

Payments & Expenses

• Expenses Attachments - Attachments can now be added to a new expense when it is being created.
• Auto Record Squeegee Subscription Expense setting - When enabled this will automatically create a paid subscription when the account subscription renews and payment is made successfully.

Quotes & Invoicing

• Set Quote Number setting - Allows the Quote number to be set and this will be used from the next quote that is generated.

Reporting

• Long Running Reports - Long running reports will now show a notification advising the user they will be notified when the report completes. An in app alert will be generated and the report output will be added as an attachment once it is generated.

UI & Behaviour

• Added a Hide Weather Icons toggle option to the Planner View Options menu - When enabled this will hide the weather icons in the Planner View Graph section.

User Roles & Permissions

• Added Start and Finish locations on Users - This allows the default start and end location to be specified for the user which is used as the start and end location when opening the route planning for that user's work.

Updates and Improvements 💥

Custom Fields

• Job Price has been added as a linked field.

Job Management

• Added Round Location, Round Frequency and Suggested Dates settings to the round preview.
• Added mileage values to the Multi-Planner.
• Added Round filtering on the Multi-Planner.
• Added the reason for failure text in bulk replan notifications where one or more jobs fails to be replanned.

Messaging & Communication

• Improved the message shown when cancelling bulk payment reminder message in Owing screen.
• Added a checkbox to insert a canned response to both the email and sms templates where the 'Notify using' option is selected as SMS and Email.
• Added a set subject screen to the Email message templates.

Payments & Expenses

• Added the Payment Type option in the Payment screen filter menu.

Quotes & Invoicing

• Updated the colour of the 'Accept' button on quotes.
• Updated the quote view to show the customers address as well as the job address (where a job is different from the customer address).

Reporting

• Report names can now be searched and returned in results in the command palette.

Squeegee Balance

• Improved the loading indicators on account and transaction lists.

Technical

• Various improvements to the Partner API for Alerts; Address Verification; Quotes; and Default Notification Methods.
• Updated language translations for Round Planner view.

UI & Behaviour

• Improved the Command Palette search results for reports and customer lookups.
• Improved the Command Palette customer search responsiveness.
• Updated the banner messages for accounts with overdue subscriptions.

Bug Fixes 🔧

Customer Management

• Fixed an issue where the operators in the customer search field where not filtering the lists correctly.

Job Management

• Fixed an issue where deleting a Team did not remove them properly as the default assignee for a Job where this was set.
• Fixed an issue where 'Go To Work Planner' in Forward Capacity view went to the device specific landing page.
• Fixed an issue where the worker location icons on the Overview screen map were barely visible.
• Fixed an issue where the default service price and quantity was not being added to a job correctly when a default service is set.
• Fixed an issue where safe areas on iOS devices were preventing ability to scroll the jobs list in Multi-Planner when dragging and dropping jobs to a new position in the list.

Messaging & Communication

• Fixed an issue where the delivery status tag was not always displaying the most recent status on Invoices in the Invoices screen list.

Payments & Expenses

• Fixed an issue where enable/disable tax setting on Expense wasn't being set correctly.

Squeegee Balance

• Fixed an issue where balance wasn't able to sync on mobile in some circumstances.
• Fixed an issue where customer statements used GBP labels instead of Euro labels.
• Fixed an issue where the customer address wasn't showing on Customer Statements.

UI & Behaviour

• Fixed an issue where the command palette did not close when starting the "send push notification to another user" flow.

Release Notes

New Features 🚀

Customer Management

• Added an Appointment Time Window setting to define the number of minutes shown in appointment time windows. When used with the [timeWindow] token, messages displayed a time range based on the appointment start time. For example, an appointment starting at 09:00 displayed as 09:00–10:00. This time window was also shown on job appointments in Planner view job lists.
• Added separate Email Marketing and SMS Marketing customer settings to allow marketing preferences to be managed independently.
• Added the option to Deactivate or Activate a customer from the customer three-dot menu.
• Added a Welcome Customer feature and a setting to enable or disable it.
• Added a global setting to set a customer’s status to Inactive when they had no future appointments.

Custom Fields

• Added Quotes as a collection type, allowing custom fields to be added to quotes.
• Added a Bulk Download option for customer field data for last-done jobs to the round three-dot menu.
• Added search to the Schemas tab.
• Added support for Linked Fields when attaching fields to specific types such as customer address, job address, service list, or job price.

Job Management

• Added a Jobs Price by Service Only setting. When enabled, price-by-service became the only pricing method for new jobs, and existing jobs using price-by-job were converted to price-by-service.
• Added a Pre-fill Assignee and Rounds from the Last Updated Job setting. When enabled, new jobs used the assignee and round from the last updated job.
• Added a Require Job Schedule Pause Reasons setting. When enabled, pausing a job required the user to select a predefined pause reason or choose Other and enter custom text.
• Added a Block Workers Accessing Manage Timer Dialog setting. When enabled, users with only Planner or Worker roles could not access the Manage Timer screen.
• Added a Require Rounds for New Jobs setting. When enabled, jobs could not be created without a round.
• Added a Predefined Frequencies setting to control which schedule frequencies could be used on jobs.
• Added an Only Show Predefined Frequencies on Job Schedules setting to enforce the frequencies configured in Predefined Frequencies.
• Added a Hide Ad Hoc Frequency Option setting to remove the ad hoc frequency option from job scheduling.
• Added the option to Deactivate or Activate a job from the job three-dot menu.
• Added View Date Update Events to the job three-dot menu to display date-related events for that job.
• Added a Default Job Service(s) setting.
• Allowed bulk updating of services on jobs from the Round screen.
• Added the ability to directly replace a user and reassign their jobs and appointments to another user.
• Moved all configuration options from the round kebab menu into a dedicated Round Settings dialog.
• Added a Last Price Change setting and dialog.
• Added a calendar-style Forward Capacity Viewer.

Messaging & Communication

• Added the [timeWindow] token to show the time window for the appointment currently being reminded in appointment reminder messages.
• Added the [nextTimeWindow] token to show the time window for the next future appointment in supported message and canned response templates.
• Added the [nextDates=?] token to show the next X appointments, up to a maximum of 10. Replace ? with the number of appointments to display.
• Added an Attach Quote as a PDF on Quote Emails customer setting to include the quote PDF as an email attachment.
• Added an Attach Quote Attachments to Quote Emails customer setting to include quote attachments as PDFs on quote emails.
• Added an Attach Quote Custom Forms to Quote Emails customer setting to include quote custom forms as PDFs on quote emails.
• Added an Include Attachments as Links When Sending via SMS customer setting. When enabled, links to related attachments were included in SMS messages. This increased credit usage.
• Added an in-app alert when an Incident was created on the Squeegee Status page.
• Email message bubbles now displayed the full email content on screen without requiring the message to be opened.
• Allowed workers to send reminders.
• Updated customer contact method logic and improved notification method labels.
• Improved wording and guidance shown for Two-Way Email.
• Added support for external GoCardless payments.
• Added support for Instant Bank Pay payments through GoCardless.
• Added new capabilities to the Partner API platform and documentation.
• Added jobGroup to QuoteMessageModel and ScheduleItemMessageModel.

Payments & Expenses

• Added Matchers for Ignored Transactions, allowing ignored transactions to be used to create matchers for future bulk transaction updates.
• Added Merge Expense Categories, allowing multiple expense categories to be combined into one.
• Automatic payments created more than 7 days earlier and not synced were now marked as Failed, preventing them from being sent to GoCardless or Stripe during sync.
• Added a banner for accounts using Pay by Invoice with an overdue invoice.
• Added a view to manage discounts.
• Updated the Pending screen to Payment Risks and added the ability to prompt customers with expiring cards to update their payment method.

Quotes & Invoicing

• Added a summary section to quotes, including tax details.
• Added a Hide Quote Accept/Decline Actions setting to hide quote actions on advanced quotes.
• Added a Show Rounds on Quote setting to display the round name on quotes.
• Added a Send When Converted setting to automatically send the quote to the customer using their default notification method when converted.
• Added a Hide Booking Confirmation Prompt When Converting setting to suppress the booking confirmation prompt when an accepted quote was converted to a job.
• Added a Default Quote Attachments setting to select which attachments were included in quote emails.

Reporting

• Added a Sold Customers report showing customers transferred to a destination email address.
• Added an Aggregated Credit Usage report to group credit activity and improve readability.
• Added an Insights view for revenue and customer insights.
• Added invoice and payment details to the Completed Job Report.

Squeegee Balance

• Added MTD Obligations – Self Assessment Tax Submissions (currently in UAT and limited to a small number of accounts), including:
  • a timeline of quarterly submission dates for the tax year
  • the current quarterly update requiring submission
  • preparation for review before submission
  • expected tax liability calculations
  • a submission log with HMRC response review
• Added mapping for HMRC categories to improve the categorisation of MTD submission figures.

Squeegee Pricing Module

• Added the option to round prices down when applying a percentage price change.

Technical

• Added Password Security checks on sign-in. Entered passwords were checked against a third-party breach database, and users were prompted to change compromised passwords.
• Added an email alert when a new device signed in using the account email address.
• Implemented archived object retrieval and improved error handling when viewing archived items such as messages and alerts.
• Added a settings search feature to the Settings dialog.
• Enhanced default tax and accounting settings.

UI & Behaviour

• Added a Category dropdown to the Contact Support form so users could select the type of support ticket.
• Added a Subscription Downgrade Confirmation step showing which features would no longer be available.
• Added Enter key support to the full name input in SignatureDialog.

User Roles & Permissions

• Added a Portal Manager role, giving access to the Portal Directory and Advanced Services.
• Updated the Creator user permissions description.

Updates & Improvements 💥

Custom Fields

• Increased the maximum supported length of Schema Titles to 250 characters.
• Attachment custom forms now saved immediately.

Job Management

• Added service selection ordering to Service Lists, so services were displayed on the job in the order in which they were selected.
• Improved the off-schedule job calculation to make it more robust.
• Added validation to require a job date before initial fields such as price and first date could be set.
• Added a toggle to sort rounds alphabetically or by distance when selecting a round.
• Prevented the first appointment indicator from showing on jobs without a repeat frequency.
• Updated search to use Advanced Search on schedule items and to search specific jobs.
• Made multiple updates to the Price Change module to improve search and application.

Messaging & Communication

• Added an in-app alert for notifications that failed with the reason "Temporary network error - will be retried".
• Updated the in-app SMS alert for inbound numbers matching multiple customer records to display the inbound phone number.
• Added an in-app alert when a call was made to an account using Two-Way SMS With Private Number without a Redirect Number configured. The alert included the inbound phone number.
• Added multiple new filters in Send & Pricing, relabelled filters for clarity, and sorted them alphabetically.
• Improved the text shown after sending reminders.
• Updated audience filter labels for clarity.
• Delivered various new features and improvements in the Send editor.
• Showed the inbound number on new customer alerts for private two-way SMS messages.

Quotes & Invoicing

• Added service selection ordering to Service Lists, so services were displayed on the quote in the order in which they were selected.
• Invoice tax rates could now be set to 0%, and invoices displayed this as Tax (0%): £0.00.
• Quotes could now have custom fields added during quote creation.
• Added the Invoice Number to the invoice list shown when allocating a payment transaction.

Reporting

• Added an All Canvasser Data report.
• Added the Reference Number to the Jobs Last Price Change report.
• Added time values to the date field in the Credit Usage Report to improve sorting.
• Updated the franchise reports to improve performance and added a summary section to the ZIP download.
• Updated the total pending customers count to reflect visible risk customers.
• Updated the footer alignment on reports.

Squeegee Balance

• Delivered multiple performance improvements for cache refresh, transform, and load tasks.
• Delivered various updates to the Overdue screen.

Squeegee Portal

• Added Appointment Time Slot to the Appointment Widget.
• Updated the Today's Appointment Widget to use the job start time when the appointment start time was missing.

Technical

• Delivered Balance architecture improvements to improve the speed of transform and load processes.
• Added a backup process when Delete All Customers was used.
• Improved subscription renewal error notifications with plain-English descriptions.
• Added error trapping for SMS retries.
• Updated the Squeegee logo on invoices.
• Enhanced SMS two-factor authentication validation for international dialling codes.
• Updated the GetSoapy import process to support the latest import file format.
• Added a default No Round round name for importing jobs where no round name was defined in the GetSoapy import file.
• Updated the Aworka import process to handle jobs marked as suspended in the import file.

UI & Behaviour

• Added Owing to the available Landing Page options.

User Roles & Permissions

• Added a Canvasser Role setting to require a customer phone number on canvassed customer records.
• Added a Canvasser Role setting to allow canvassers to create quotes for prospective customers.

Bug Fixes 🔧

Job Management

• Fixed an issue where some job map pins did not display the correct job status colours.
• Fixed an issue where a job occurrence with an active timer that had already been deleted could not be deleted. Users now received a prompt confirming deletion.
• Fixed an issue where addresses wrapped and overlapped in Day Pilot on mobile.
• Fixed an issue where the bulk replan dialog remained open and partially obscured the next replan dialog.
• Fixed an issue where owing tags were shown on jobs when Hide Pricing for Workers & Planners was enabled.

Messaging & Communication

• Fixed a rare issue where disconnecting from Two-Way Email did not update the Email Settings option back to One Way.
• Fixed an issue where, if SMS & Email was selected, the email editor section on the Send Notification screen was partially obscured by the mobile keyboard.
• Fixed an issue with incorrect safe-area margins when previewing an Automatic Payment Method invitation on mobile.
• Fixed an issue where the External tag was not displayed correctly on email message bubbles in a customer’s Messages tab.
• Fixed an issue where notification status history was not always sorted correctly.
• Fixed an issue where sending bulk payment reminders did not show the Schedule option.
• Fixed an issue where bulk email sending could fail for one customer and prevent subsequent messages from sending immediately.
• Fixed an issue where SMS & Email message template selection displayed previews in reverse order.
• Fixed an issue where SMS & Email message template selection prevented some tokens from being populated.
• Fixed an issue where unpublishing a campaign produced a notification error.

Payments & Expenses

• Fixed an issue where CSV transaction import mapping did not work correctly.
• Fixed an issue preventing categories from displaying when selecting filters on the Expense screen.
• Fixed an issue where deleted transactions remained visible in Balance.
• Fixed an issue that sometimes blocked invoice transactions from being created.

Reporting

• Fixed an issue with the Revenue and Cash report.

Squeegee Balance

• Fixed an issue where users could not continue after entering a VAT number on a VAT Return.
• Fixed mobile UI and UX issues on Balance views.

Squeegee Portal

• Fixed an issue where portal quote attachments failed to upload.
• Fixed a bug preventing portal URL changes from being reflected.

UI & Behaviour

• Fixed an issue where visiting Multi-Planner first prevented Work Planner search from working correctly.

New Features 🚀

Added a new Command Palette to make it faster and easier to access tools and actions. Added support for dynamic tokens in SMS and email templates. Added a day notes icon in Multi Planner for quicker visibility. Added a financial year selector to VAT returns. Converted canned responses into custom templates for more flexible messaging.

Updates and Improvements 💥

Restored support for legacy shortcuts for opening the Command Palette. Reduced unnecessary prompts in the Command Palette for a smoother experience. Customer statements now display the correct currency in euros where applicable.

Bug Fixes 🔧

Fixed an issue where the quarterly reporting type could show an outdated value after changes. Fixed quote search results not returning correctly. Fixed an issue where initial service form validation could update the wrong appointment. Fixed incident alerts not behaving correctly. Fixed downloading all forms from a round. Fixed an issue with initial fields in quotes. Fixed issues with global job completion forms. Fixed notification history timestamps when invalid values were present.

Updated Terms & Conditions and Privacy Policy

🎉 Release Notes

⭐ New Features

👥 User Roles & Permissions

• Marketing User Role – Limited-access role for managing Send campaigns.
• Accountant Role – Includes localisation and accountant-specific capabilities including Balance.
• Replace User Flow – Replace an active user with a new or previously deactivated user.
• Mark Expenses Paid/Unpaid – Core users can now toggle the payment status of expenses.

👤 Customer & Data Management

• Merge Multiple Customers – Merge several customers into one.
• Import Customers & Jobs – Bulk importer now supports job data and supports Squeegee import format.
• Deleted Customers Report – View customers removed within a selected date range.
• Customer Alert Tab – New dedicated section for customer alerts.
• Credit Usage Report – Track SMS credit consumption.

📄 Quotes & Invoicing

• Service Rename Syncs to Quotes – Quotes auto-update when a service name changes.
• Hide Day of Week/Month on Quotes – Cleaner quote formatting options.
• New Quote Tokens – [quoteNumber] and [createdDate] added to message templates.
• Quote Creation Improvements – Select previously completed ad-hoc jobs.
• Quote Line Items – Job date now included for clarity.
• Custom Invoice Template – Added new support for extra custom invoice layouts.

💬 Messaging & Communication

• SMS Character Counter – Shows remaining characters when composing SMS messages in the quick create on the customer's message tab.

🧾 Balance & Portal Additions

• Update Balance Business Details – Users can now amend their business information.
• Select Address From Previous Quotes – Better address selection workflow.

🔧 Updates & Improvements

🎨 UX & UI Enhancements

• Improved rounding logic in quotes.
• Updated visibility rules in Frequency Picker.
• More intuitive reset-job-schedule icon.
• Minor UI polish (icons, labels, layout).
• Portal URL now shows friendly names.

🌍 Internationalisation

• Updated route title translations.
• Corrected Dutch translation ("citaten").
• Various localisation label fixes.

🔄 Workflow & User Management

• Improved logic for reducing sub-users when deactivating/deleting users.
• Staff user role updated to support unlimited sub-user updates.
• Improved user replacement behaviour & accountant checks.
• Reassign-all-work improved to only move incomplete jobs.

📈 Reporting Improvements

• Reformatted PDF customer statements.
• Sorted SEND audience dropdown and destination columns.

⚙️ Technical but User-Visible

• HTML Dialog & Prompt no longer causes the causes the top buttons at the top of the app to be inaccessible on iOS for some users.
• Tax calculations updated via QuoteContext.
• SEND audience updates now refresh reliably.
• Clearer subscription activation wording.

🐛 Bug Fixes

🧮 Quotes & Invoicing

• Fixed incorrect rounding behaviour.
• Improved tax update behaviour in quotes.

👤 Customer & Job Management

• Removed unnecessary reassignment prompt for users with no work.
• Jobs can now be unskipped correctly.
• Multi-planner replan now updates all jobs.
• Fixed incorrect rendering of predefined skip reasons.

💬 Messaging

• Restored SEND SMS reply routing.
• Fixed customer reply handling through SEND.
• Restored missing metadata lookup for inbound status updates.

📊 Data & Reporting

• Payments allocated to voided invoices now correctly ignored.
• Correct translation key fixed in importer.

🖥️ UI & Behaviour

• Price-change banner now updates correctly.
• Portal alerts tab functionality fixed.

New Features 🚀

• Allow workers and planners to send messages (controlled by setting).
• When replanning, group customers so that their other jobs are replanned (if setting is on).
• Added ability to search forms against all customer jobs.
• Planner views now show the number of jobs this week.
• Now shows the customer's Portal authentication email on the customer record if it is different to the email stored.
• Merging customers now applies the archived notifications from both customers to the merged customer.
• Added the ability to control which toggles show for the portal automatic payment widget.
• Add global custom fields to invoice attachments and allow fields to be downloaded in bulk.

Improvements 💥

• Improved our subscription discount handling.
• Payment fails for squeegee charges now show correctly on the account screen.
• Allow password resets to initialise a portal account.
• Improved audit event performance.
• Allow support users to "uncache" reports for support requests.
• Added support for enterprise Squeegee Customers who pay suscriptions by invoice.
• Add payments to account management billing table.
• We now show version numbers in Squeegee status page.
• Improvements to showing/sorting incidents on status page.
• Performance improvements for pdf renderer.
• Improvements to new template manager for our Customers receiving notificatons from the Squeegee Team.
• Improvements to error handling in Balance Profit/Loss Report.
• Custom Forms, improved search.
• Allow services to be removed, so that they remain on jobs as custom to the job but no longer appear in list of generic services to select from.
• Payment matchers are now saved at account level
• VAT settings applied to Quotes.
• Add setting to allow users to ignore time when optimising route.
• If add card in account screen fails, show the reason why.
• Various improvements for our support team to see our Customers subscription plan.
• Improvements to our latest map control so it can be more easily used in future work with maps.
• Improvements to banner alerting account holder to issues with payment to minimise subscription disruption.
• Breakdown of Time worked report, added job notes.
• Incidents in the status page are now ordered by newest first to reflect current issues.
• Fixed current incidents sometimes being hidden on the status page.
• Improved the performance of some internal Squeegee services.
• Added the ability for job editors to bulk replan and assign.
• Replaced the refresh record banner in Balance with a permanent button.
• Improved some services by preventing socket connection errors.
• Send campaign publishing is now much faster and more responsive.

Bug Fixes 🔧

• Prevent an individual failed message killing subsequent batches.
• Use improved description for bank transactions.
• Correctly show banner for account issues.
• Fixed report issue button.
• Fixed the select all in custom form values data grid.
• Don't include deleted occurrences in some reports.
• Fixed issues related to "missing" localisation provider on some views including Send scheduled campaigns.
• Updated all Schedule Item Actions to check their state before running if needed.
• Fixed some issues with performance of startup.
• Fixed an issue causing the expense screen to clear filters unexpectedly.
• Subscription Account page - use correct next billing date and improved text on various buttons/labels.
• Fix issue with credit topups to be compatible with our subscription/account changes.
• Subscriptions - ensure totals are correctly rounded.
• Scheduled items sometimes not waiting for metadata to populate.
• Discount and payment logic when changing between yearly/annual to work out difference to pay based on pro rata days for more granular and fair charges when switching plans.
• Stop Round Renaming updating frequency.
• Fix issue where bulk sending emails would sometimes not clear the loader.
• Fixed issue where some reports had been including summary transactions alongside archived transactions.
• When messaging customers allow to send to both email and sms.
• fix to issue in allJobs data report - it was excluding jobs without a date.
• Hide custom form settings if job is a Quote.
• Fix issue when downgrading users and selecting who to deactivate, ensure owner is not one in the list to pick.
• Account screen, only charge up front if upgrading users or product, changing interval will kick in on next billing date.
• Fixed issue on broken link in welcome email.
• Fix issue where Appointment by Date range report could fail if job undefined.
• Fixed a bug in route optimisations for some users when setting a start point.
• Fixed prepayLink token as it was not working correctly since the token optimisation work was completed.
• Fixed the logo on the service status page.
• Fixed an issue where marking a job as "Done and Paid" would not correctly allocate the payment to the created invoice.
• Fixed a few reports using the job assignees insead of the appointment assignees
• Fixed the invoice status for appointments under certain conditions
• Fixed customer reference not populating when attaching the invoice as pdf.
• Fixed an issue where the first appointment would not show for portal customers.
• Fixed the map on the round dialog not loading the first time.
• Fixed the 12 month guage in the Reporting/Financials tab.
• Fixed an issue where adhoc jobs would incorrectly appear in the job list after they were done.
• Fixed the appointment details dialog next date/previous date button sometimes skipping an appointment.
• Fixed status page showing all previous incidents in the current incidents section.

Improvements 💥

• Improvements to the sync engine performance and feedback.

Bug Fixes 🔧

• Fixed an issue with route optimisation when times are set.
• Fixed an issue preventing skipping jobs for some users.
• Fixed the price banner on the account page.
• Fixed an issue preventing the Squeegee invoice list on the account page from live updating.
• Prevented multiple instances of the same invite to pay being sent.
• FIxed a rounding error in the quote display.
• Fixed an issue causing the multi planner to leave some jobs on their original dates for some users.

New Features 🚀

• Planner views now show the number of jobs this week.
• Now shows the customer's Portal authentication email on the customer record if it is different to the email stored.
• Merging customers now applies the archived notifications from both customers to the merged customer.
• Added the ability to control which toggles show for the portal automatic payment widget.

Improvements 💥

• Incidents in the status page are now ordered by newest first to reflect current issues.
• Fixed current incidents sometimes being hidden on the status page.
• Improved the performance of some internal Squeegee services.
• Added the ability for job editors to bulk replan and assign.
• Replaced the refresh record banner in Balance with a permanent button.
• Improved some services by preventing socket connection errors.
• Send campaign publishing is now much faster and more responsive.

Bug Fixes 🔧

• Fixed a bug in route optimisations for some users when setting a start point.
• Fixed prepayLink token as it was not working correctly since the token optimisation work was completed.- Fixed the logo on the service status page.
• Fixed an issue where marking a job as "Done and Paid" would not correctly allocate the payment to the created invoice.
• Fixed a few reports using the job assignees instead of the appointment assignees
• Fixed the invoice status for appointments under certain conditions
• Fixed customer reference not populating when attaching the invoice as pdf.
• Fixed an issue where the first appointment would not show for portal customers.
• Fixed the map on the round dialog not loading the first time.
• Fixed the 12 month guage in the Reporting/Financials tab.
• Fixed an issue where adhoc jobs would incorrectly appear in the job list after they were done.
• Fixed the appointment details dialog next date/previous date button sometimes skipping an appointment.
• Fixed status page showing all previous incidents in the current incidents section.

**Improvements **

• Monthly revenue forecast by round and service now excludes inactive customers.
• Disabled the option to unallocate from invoices and to select an account if the payment type is CIS.
• Renamed "Fee Type" to "Charge Type" for clarity.
• Reworked and improved the Two-Factor Authentication dialog.
• Invoice numbers in messages will now display as (Invoice Number Pending) if a number hasn’t been generated at the time of sending.
• Removed ability to set margin on Image blocks improved email support in more email clients
• Ability to disable the auto allocation of payments against invoices. Change in Settings > Invoices and Payments
• Added Off Schedule tag to identify manually adjusted appointments that no longer full within a job's frequency

Bug Fixes 🔧

• Fixed an issue where clicking between send editor "Text" blocks caused overlapping text.
• Send editor "Image" block fixes to improve support across more email clients.
• Fixed currency symbols in Balance not respecting the user’s account currency.
• Corrected several dialogs that did not properly account for phone safe/notch areas.
• Fixed booking confirmation using job date instead of using the job first date when off schedule
• Fixed issue with services filtering where all would be selected despite one being clicked
• Fixed issue with filters dialog where clicking off the dialog would still apply filters
• Custom fields fixed issue with marking a field as inactive
• Fixed issue where re-planned future appointments would not be removed when choosing to reset schedule

New Features 🚀

• New setting to disable auto allocation of payments against invoices
• Custom fields text field now supports multiline with a limited amount of characters (100)

New Features 🚀

• We've added CIS support for UK users:
• Set the CIS rate for a customer.
• Create CIS deduction against an invoice.
• Automatically calculated based on the selected rate.
• Record one or more payments against the same invoice to complete payment.
• Show CIS deduction statement on the customer's invoice.
• Delete CIS deductions created in error.
• View CIS payments in their own account in chart of accounts.
• Added the ability to send completed job completion forms to the customer or save them in attachments.
• Added custom forms to timers.
• New jobs in scheduled rounds can now start at a later point in the scheduled, up to 5 appointments in the future.
• Added restricted attachments for Squeegee Ultimate users to allow them to restrict certain attachments to admins and owners.

Improvements

• Improved the labels for the custom field report.
• Only show the new data banner on a customer when that specific customer has new data.
• Only ask to add un-invoiced jobs to a new invoice when there are some.
• Standardised the icon for custom payment methods.
• The payment reminder dialog dynamically updates it's customer list based on changes in customer balances.
• Made improvements to the VAT return for cash accounting.
• Added a prompt to the tag editor to ensure the user knows they are editing tags.
• Made big improvements to the route optimisation flow.
• Added the ability to change VAT settings in Balance.
• Added fixed rate scheme support for VAT.
• GoCardless payments are now protected from being cancelled while in flight to prevent them becoming detached from GC.
• Added a new field to Expense to support VAT submission.
• Message sent externally to Squeegee for a two way email account will be tagged as external to make it easier to identify.
• Preserve quote items when a quote is edited by two separate users at the same time.
• Updated the Squeegee logo to the new one in a few more places.
• Added the ability to open a round by tapping the round tag on a customer job summary.
• Improved the monthly revenue by round report descriptions and logic.
• Increased the size of the canned response edit area to make it easier to edit long responses.
• Added a Welsh invoice template for our users with Welsh language customers.

Bug Fixes

• Fixed an issue where notes requirement on custom field caused notes to hide under certain circumstances.
• Fixed an incorrect label in franchisee settings
• Fixed an issue with the unread flag on messages not clearing correctly and having the wrong count sometimes.
• Fixed an issue with VAT submission parameters.
• Fixed an issue in the profit loss report where the expenses were not filtered by date range.
• Fixed completed jobs report where some not done jobs were being included.
• Improved the select dialog to fix an issue preventing it selecting correctly under certain circumstances.
• Fixed an issue with the sort order of the timed events dialog.
• Fixed an issue where the account screen was not updating dynamically when the plan changed or cancelled.
• Fixed the enter key opening the address pin dialog when it should not from the customer form.
• Fixed an issue on the forcasted revenue report.
• Fixed an issue causing an expense payment to be too high.
• Fixed an issue in the plugin we use for local notifications causing a crash for a handful of users.

Thanks to our work experience students Alan Yang, and Yann Bolton. You can see their work at our newly updated status page at https://status.squeeg.ee.

This release also includes new features such as the ability to attach custom forms to emails, improvements to the visual planner with tagging, and enhancements to the Squeegee Ultimate invoicing system. We also made significant performance improvements and fixed numerous bugs.

New Features 🚀

• Added the ability for Squeegee Ultimate users to include an invoice as an attached PDF for customers that require it.
• Added the ability for Squeegee Ultimate users to include invoice attachments, job attachments, and appointment attachments in the invoice email.
• Added tagging to the visual planner.
• Added a new feature to alert users when they have backgrounded the app on iOS and Android without completing a sync.
• Added the ability to convert custom forms to PDF and save in attachments/download.
• Added the ability to attach custom forms to emails for customers in Squeegee Ultimate.
• Added a new feature to allow users to schedule Send campaigns to be sent at a later date and time.
• Release Ongoing Send campaigns for all users, allowing them to open a campaign then continuously send it to customers as they are added to the audience.
• New status information for third party connected services such as Stripe, and GoCardless.
• New status information for our platform components such as inbound/outbound SMS, email, and route optimisation.
• Added restricted attachment to support the new custom forms feature.

Improvements 💥

• Warn the user if they attempt to close the tab/browser when they have unsynced data.
• Made the unverified address icon consistent across the app and added a tooltip to explain what it means.
• Added default Australian invoice template to include the ABN number and GST label.
• Automated the detection of the mobile check removing the need for the mobile prefix settings.
• Updates for cash accounting in Squeegee for VAT submission.
• Reports now open and close much faster, especially when they are extremely large.
• The report list has an details column to show the report description details.
• The report title and the column headings in reports are now sticky so they stay at the top of the screen when scrolling.
• The app will now display a reason when day pilot route optimisation fails.
• Prevented the customer job paged list from refreshing when a job is updated to keep you on the same page.
• Added a new setting to allow the user to only show updates on the customer finance tab when they tap refresh to prent the list constantly refreshing on busy accounts.
• Increased the allowed length of the service description.
• Added the ability to search reports by the report name.
• View job appointments. Previously only the next future appointment would be shown. New setting in Jobs And Scheduling allows up to the next 10 appointments to be displayed.
• Bulk Tagging Jobs in the Visual Planner
• Custom field attachments, fewer steps to upload with option to directly upload from device
• Marketplace: When transferring assets, if a job start date is overdue, update it to next due date before transfer.
• Prevent sending SMS to UK landline numbers
• Custom fields, allow target to be changed when editing a collection.
• Improved the performance of the attachments list.
• Updated transfers to set the next due date on transfer.
• Added a setting to modify the maximum number of notifications stored on the device.
• Added the ability for us to import your data from Window Cleaner Pro, please contact us to request this.
• Changes and improvements to the P&L report.
• Updates and improvement to the aged debtors report.

Bug Fixes 🔧

• Fixed the link to chart of accounts from a newly connected connected bank.
• Fixed the route optimisation not working for single user accounts.
• Fixed an issue with alerts for archived notifications not opening the customer.
• Fixed a loop bug when picking the start point for navigation.
• Fixed an issue preventing bank provider connections from being create and renewed
• Fixed the direction of refunds in the payments match dialog.
• Hide the payment allocation when the payment is outbound.
• Fixed an issue preventing the customer statement sort order from being set correctly.
• Fixed an issue preventing the search filter from working when first opening the work planner.
• Fixed an issue causing the custom fields functionalty to display despite being disabled.
• Fixes the search when viewing an audience with filters in pricing.
• Fixed an issue preventing scheduled reminders from being cancelled on replan.
• Fixed a problem causing replanned future appointments to be reset when making an unrelated change and choosing keep previous schedule.
• Fixed a display issue in the schedule items causing only the total or the summary to be displayed.
• Fixed an issue in some reports caused by incomplete void information in old data.
• FIxed an issue causing the alert screen to scroll back to the top when a update occurs.
• Fixed an issue with the projected revenue by month report.
• Fixed an issue causing the assignment picker search to disappear forcing the user to cancel the action.
• Fixed a bug in the monthly revenue by round report causing the title on subsequent pages to be incorrect.
• Fixed a bug where sometimes inserting a canned response would not correctly update the content of the message.
• Fixed a report issue where incorrect value was used for customer reference column.
• Fixed an issue preventing selecting schedule item selection.
• Fixed an issue preventing the first job from displaying when it is created.
• Fixed an issue where the date and customer reference headeres were inverted in a report.
• Fixed an issue preventing the attachments from being picked for some users.
• Fixed a bug with the inviteLink token not working correctly in Send.
• Fixed a bug in the date picker for some users.
• Fixed an issue in the mention input control (token adding component) for Send.
• Fixed a bug in the canned responses system causing a replace to fail on iOS.
• Fixed an issue preventing detached payments from correctly updating the customer balance.

Thanks to our work experience students Alan Yang and Yann Bolton. You can see their work at our newly updated status page at https://status.squeeg.ee.

This release also includes new features such as the ability to attach custom forms to emails, improvements to the visual planner with tagging, and enhancements to the Squeegee Ultimate invoicing system. We have also made significant performance improvements and fixed numerous bugs.

New Features 🚀

• Added the ability for Squeegee Ultimate users to include an invoice as an attached PDF for customers that require it.
• Added the ability for Squeegee Ultimate users to include invoice attachments, job attachments, and appointment attachments in the invoice email.
• Added tagging to the visual planner.
• Added a new feature to alert users when they have backgrounded the app on iOS and Android without completing a sync.
• Added the ability to convert custom forms to PDF and save in attachments/download.
• Added the ability to attach custom forms to emails for customers in Squeegee Ultimate.
• Added a new feature to allow users to schedule Send campaigns to be sent at a later date and time.
• Release Ongoing Send campaigns for all users, allowing them to open a campaign then continuously send it to customers as they are added to the audience.
• New status information for third party connected services such as Stripe, and GoCardless.
• New status information for our platform components such as inbound/outbound SMS, email, and route optimisation.

Improvements 💥

• Warn the user if they attempt to close the tab/browser when they have unsynced data.
• Added default Australian invoice template to include the ABN number and GST label.
• Updates for cash accounting in Squeegee for VAT submission.
• Reports now open and close much faster, especially when they are extremely large.
• The report list has an details column to show the report description details.
• The report title and the column headings in reports are now sticky so they stay at the top of the screen when scrolling.
• The app will now display a reason when day pilot route optimisation fails.
• Prevented the customer job paged list from refreshing when a job is updated to keep you on the same page.
• Added a new setting to allow the user to only show updates on the customer finance tab when they tap refresh to prevent the list constantly refreshing on busy accounts.
• Increased the allowed length of the service description.
• Added the ability to search reports by the report name.
• View job appointments. Previously only the next future appointment would be shown. New setting in Jobs And Scheduling allows up to the next 10 appointments to be displayed.
• Bulk Tagging Jobs in the Visual Planner
• Custom field attachments, fewer steps to upload with option to directly upload from device
• Marketplace: When transferring assets, if a job start date is overdue, update it to next due date before transfer.
• Prevent sending SMS to UK landline numbers
• Custom fields, allow target to be changed when editing a collection.
• Improved the performance of the attachments list.
• Updated transfers to set the next due date on transfer.
• Added a setting to modify the maximum number of notifications stored on the device.
• Added the ability for us to import your data from Window Cleaner Pro, please contact us to request this.
• Changes and improvements to the P&L report.
• Updates and improvement to the aged debtors report.

Bug Fixes 🔧

• Fixed an issue preventing the customer statement sort order from being set correctly.
• Fixed an issue preventing the search filter from working when first opening the work planner.
• Fixed an issue causing the custom fields functionalty to display despite being disabled.
• Fixes the search when viewing an audience with filters in pricing.
• Fixed an issue preventing scheduled reminders from being cancelled on replan.
• Fixed a problem causing replanned future appointments to be reset when making an unrelated change and choosing keep previous schedule.
• Fixed a display issue in the schedule items causing only the total or the summary to be displayed.
• Fixed an issue in some reports caused by incomplete void information in old data.
• FIxed an issue causing the alert screen to scroll back to the top when a update occurs.
• Fixed an issue with the projected revenue by month report.
• Fixed an issue causing the assignment picker search to disappear forcing the user to cancel the action.
• Fixed a bug in the monthly revenue by round report causing the title on subsequent pages to be incorrect.
• Fixed a bug where sometimes inserting a canned response would not correctly update the content of the message.
• Fixed a report issue where incorrect value was used for customer reference column.
• Fixed an issue preventing selecting schedule item selection.
• Fixed an issue preventing the first job from displaying when it is created.
• Fixed an issue where the date and customer reference headeres were inverted in a report.
• Fixed an issue preventing the attachments from being picked for some users.
• Fixed a bug with the inviteLink token not working correctly in Send.
• Fixed a bug in the date picker for some users.
• Fixed an issue in the mention input control (token adding component) for Send.
• Fixed a bug in the canned responses system causing a replace to fail on iOS.
• Fixed an issue preventing detached payments from correctly updating the customer balance.

New Features 🚀

• Added the ability for Squeegee Ultimate users to include an invoice as an attached PDF for customers that require it.
• Added the ability for Squeegee Ultimate users to include invoice attachments, job attachments, and appointment attachments in the invoice email.
• Added tagging to the visual planner.
• Added a new feature to alert users when they have backgrounded the app on iOS and Android without completing a sync.
• Added the ability to convert custom forms to PDF and save in attachments/download.
• Added the ability to attach custom forms to emails for customers in Squeegee Ultimate.
• Added a new feature to allow users to schedule Send campaigns to be sent at a later date and time.
• Release Ongoing Send campaigns for all users, allowing them to open a campaign then continuously send it to customers as they are added to the audience.

Improvements 💥

• Warn the user if they attempt to close the tab/browser when they have unsynced data.
• Added default Australian invoice template to include the ABN number and GST label.
• Updates for cash accounting in Squeegee for VAT submission.
• Reports now open and close much faster, especially when they are extremely large.
• The report list has an details column to show the report description details.
• The report title and the column headings in reports are now sticky so they stay at the top of the screen when scrolling.
• The app will now display a reason when day pilot route optimisation fails.
• Prevented the customer job paged list from refreshing when a job is updated to keep you on the same page.
• Added a new setting to allow the user to only show updates on the customer finance tab when they tap refresh to prent the list constantly refreshing on busy accounts.
• Increased the allowed length of the service description.
• Added the ability to search reports by the report name.
• View job appointments. Previously only the next future appointment would be shown. New setting in Jobs And Scheduling allows up to the next 10 appointments to be displayed.
• Bulk Tagging Jobs in the Visual Planner
• Custom field attachments, fewer steps to upload with option to directly upload from device
• Marketplace: When transfering assets, if a job start date is overdue, update it to next due date before transfer.
• Prevent sending SMS to UK landline numbers
• Custom fields, allow target to be changed when editing a collection.
• Improved the performance of the attachments list.
• Updated transfers to set the next due date on transfer.
• Added a setting to modify the maximum number of notifications stored on the device.
• Added the ability for us to impoort your data from Window Cleaner Pro, please contact us to request this.
• Changes and improvements to the P&L report.
• Updates and improvement to the aged debtors report.

Bug Fixes 🔧

• Fixed an issue preventing the customer statement sort order from being set correctly.
• Fixed an issue preventing the search filter from working when first opening the work planner.
• Fixed an issue causing the custom fields functionality to display despite being disabled.
• Fixes the search when viewing an audience with filters in pricing.
• Fixed an issue preventing scheduled reminders from being cancelled on replan.
• Fixed a problem causing replanned future appointments to be reset when making an unrelated change and choosing keep previous schedule.
• Fixed a display issue in the schedule items causing only the total or the summary to be displayed.
• Fixed an issue in some reports caused by incomplete void information in old data.
• FIxed an issue causing the alert screen to scroll back to the top when a update occurs.
• Fixed an issue with the projected revenue by month report.
• Fixed an issue causing the assignment picker search to disappear forcing the user to cancel the action.
• Fixed a bug in the monthly revenue by round report causing the title on subsequent pages to be incorrect.
• Fixed a bug where sometimes inserting a canned response would not correctly update the content of the message.
• Fixed a report issue where incorrect value was used for customer reference column.
• Fixed an issue preventing selecting schedule item selection.
• Fixed an issue preventing the first job from displaying when it is created.
• Fixed an issue where the date and customer reference headers were inverted in a report.
• Fixed an issue preventing the attachments from being picked for some users.
• Fixed a bug with the inviteLink token not working correctly in Send.
• Fixed a bug in the date picker for some users.
• Fixed an issue in the mention input control (token adding component) for Send.
• Fixed a bug in the canned responses system causing a replace to fail on iOS.
• Fixed an issue preventing detached payments from correctly updating the customer balance.

New Features

• Added the ability for Squeegee Ultimate users to include an invoice as an attached PDF for customers that require it.
• Added the ability for Squeegee Ultimate users to include invoice attachments, job attachments, and appointment attachments in the invoice email.
• Added tagging to the visual planner.
• Added a new feature to alert users when they have backgrounded the app on iOS and Android without completing a sync.
• Added the ability to convert custom forms to PDF and save in attachments/download.
• Added the ability to attach custom forms to emails for customers in Squeegee Ultimate.
• Added a new feature to allow users to schedule Send campaigns to be sent at a later date and time.
• Release Ongoing Send campaigns for all users, allowing them to open a campaign then continuously send it to customers as they are added to the audience.
• New status information for third party connected services such as Stripe, and GoCardless.
• New status information for our platform components such as inbound/outbound SMS, email, and route optimisation.
• Added restricted attachment to support the new custom forms feature.

Improvements

• Warn the user if they attempt to close the tab/browser when they have unsynced data.
• Made the unverified address icon consistent across the app and added a tooltip to explain what it means.
• Added default Australian invoice template to include the ABN number and GST label.
• Automated the detection of the mobile check removing the need for the mobile prefix settings.
• Updates for cash accounting in Squeegee for VAT submission.
• Reports now open and close much faster, especially when they are extremely large.
• The report list has a details column to show the report description details.
• The report title and the column headings in reports are now sticky so they stay at the top of the screen when scrolling.
• The app will now display a reason when day pilot route optimisation fails.
• Prevents the customer job paged list from refreshing when a job is updated to keep you on the same page.
• Added a new setting to allow the user to only show updates on the customer finance tab when they tap refresh to present the list constantly refreshing on busy accounts.
• Increased the allowed length of the service description.
• Added the ability to search reports by the report name.
• View job appointments. Previously only the next future appointment would be shown. New setting in Jobs And Scheduling allows up to the next 10 appointments to be displayed.
• Bulk Tagging Jobs in the Visual Planner
• Custom field attachments, fewer steps to upload with option to directly upload from device
• Marketplace: When transferring assets, if a job start date is overdue, update it to the next due date before transfer.
• Prevent sending SMS to UK landline numbers
• Custom fields allow targets to be changed when editing a collection.
• Improved the performance of the attachments list.
• Updated transfers to set the next due date on transfer.
• Added a setting to modify the maximum number of notifications stored on the device.
• Added the ability for us to import your data from Window Cleaner Pro, please contact us to request this.
• Changes and improvements to the P&L report.
• Updates and improvement to the aged debtors report.

Bug Fixes

• Fixed the link to the chart of accounts from a newly connected bank.
• Fixed the route optimisation not working for single user accounts.
• Fixed an issue with alerts for archived notifications not opening the customer.
• Fixed a loop bug when picking the start point for navigation.
• Fixed an issue preventing bank provider connections from being created and renewed
• Fixed the direction of refunds in the payments match dialog.
• Hide the payment allocation when the payment is outbound.
• Fixed an issue preventing the customer statement sort order from being set correctly.
• Fixed an issue preventing the search filter from working when first opening the work planner.
• Fixed an issue causing the custom fields functionality to display despite being disabled.
• Fixes the search when viewing an audience with filters in pricing.
• Fixed an issue preventing scheduled reminders from being cancelled on replan.
• Fixed a problem causing replanned future appointments to be reset when making an unrelated change and choosing to keep the previous schedule.
• Fixed a display issue in the schedule items causing only the total or the summary to be displayed.
• Fixed an issue in some reports caused by incomplete void information in old data.
• Fixed an issue causing the alert screen to scroll back to the top when an update occurs.
• Fixed an issue with the projected revenue by month report.
• Fixed an issue causing the assignment picker search to disappear forcing the user to cancel the action.

Improvements 💥

• Added initial price and initial date to the Squeegee import CSV format for customers.
• Improved the performance of the app by reducing the amount of data stored on the client.

Bug Fixes 🔧

• Fixes to prevent tiles not loading.
• Fixed a very long standing issue on iOS causing the app load time to increase with use.

New Features 🚀

• Added the ability to decrease (or increase) the number of weeks that old appointments are stored on the device.
• Added the ability to decrease (or increase) the number of messages that are stored locally on the device.
• Added custom fields to Squeegee for Beta testers.
• You can now assign multiple workers to a job from the the work planners.

Improvements 💥

• The customer's last payment method will be automatically selected unless there is an automated method set for them.
• Updated a number of the icons in the app to be more consistent with the new design.
• Improved the layout of the new server side reports including the download function and heavily optimised the reports.
• Improved the status information on loading local and checking remote data.
• Improved the information we receive when there is an issue in the app.
• Improved our system build times to reduce the time it takes to build new versions of the app for testing.
• Improved the address layout in the standard invoice template.

Bug Fixes 🔧

• Fixed select round/assignee done button not being visible until the multi -select action bar is closed.
• Fixed an issue preventing the navigation picker from working on Android.
• Fixed an issue causing links in Email messages with a full stop at the end to be broken in some circumstances.
• Prevent map buttons throwing an error when the map is not loaded.
• Prevented an issue causing maps to be stuck in a state where they don't load for some users.
• Added a number of fixes and improvements to the Send editor.
• A number of tweaks and bug fixes to the Balance sub system.
• Fixed a bug where the PDF version of an invoice was not generated fully before saving for some users.
• Fixed an issue causing some users not to be able to download PDF invoices.
• Fixed an issue incorrectly hiding advanced portal services in some cases.
• Fixed a bug in the ordering of summary transactions after archiving.
• Fixed an issue causing portal services to be removed when editing a job with the portal services set to hide.

New Features 🚀

• Added a mobile setting to hide the visual planner.
• Enabled loading the first 4 weeks in the multi-planner view.
• New notification scheduling system which removes the 72 max time period.

Improvements 💥

• Refactored and fixed bugs in scheduled message code.
• Huge performance improvement to PDF generation.
• Improved error handling during PDF generation.
• Welcome email updated for new users.
• Improved customer sort logic by round.
• Paginated customer job list.
• Used backup server when creating backups.
• Hide portal services when adding services to a job.
• Added the name and address of a customer to the directory feedback alert.

Bug Fixes 🔧

• Fixed nextTime token not showing in reminder texts.
• Fixed GetAddress not found issue.
• Fixed portal quote confirmation emails being sent twice.
• Fixed quote item display when only one item exists.
• Removed automatic payment method when mandate is cancelled.
• Clear custom image when 'done' is tapped without selecting an image.
• Hide weekly totals in work planner when privacy mode is on.
• Fixed an issue with the job search.

Bug Fixes 🔧

• Fixed an issue causing campaign messages not to have the correct links embedded in SMS.
• Due to our mapping provider removing support for the API we were using which was causing rate limiting errors, we have updated to the new API.
• Fixed a minor issue with custom reports.
• We have implemented a new Open Banking provider to replace TrueLayer which is no longer able to provide the service.
• Fixed a minor issue with the owing customer report.

Features 🚀

• Most quote confirmation email text is now configurable inline with other portal text.

Improvements 💥

• Improved the usability of the enable remote support button on mobile.
• Updated the app icons to be more consistent across platforms.
• Updated the financials customers tab, no active jobs table to show only active customers without an active job.

Bug Fixes 🔧

• Fixed an issue in a number of reports where they did not handle jobs not in rounds so they errored.
• Fixed an issue in assignment where users with very long standing accounts would occasionally duplicate occurrences under certain circumstances.
• Fixed an issue causing the appointment reminder to display the incorrect number of days in the subject line.
• Corrected an issue with sign in on from the website when already signed in on another account.
• Fixed an issue causing warnings to be generated for SMS messages that were sent but timed out too early.
• Corrected some error text on the on the pending payments/customer screen.
• Fixed a minor bug with the unread message check causing an error to be logged out.