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.

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🔧 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.

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🐛 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.