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.