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.