March 11th, 2025
March 18th Release
New Features
Customer History Changes
The History tab on the customer details page has been replaced with two separate tabs, Orders and Work Orders.
The Orders tab shows the full order list view filtered to that specific customer, with all the same functionality available on the main order list (on rent, off rent, search, filter by status, etc).
The Work Orders tab pulls from the service and repair section and shows that customer's upcoming and past due work orders.
This replaces the old History tab format, which didn't present the information in a very usable way.
Payment Updates
You can now select a location when making an unapplied (statement) payment on a customer's account. Previously these payments had no location attached, which affected reporting accuracy.
If you check off an invoice when making the payment, the location field disappears since the invoice's own location is used automatically. The location selector only appears for true unapplied/statement payments.
A new payment date field has been added to the pay component for non Stripe payments only (credit card and ACH payments processed through Stripe cannot have their date changed, since that date reflects the actual transaction time from Stripe).
By default the payment date field is set to the current date and time. You can change it to reflect when a check or other non Stripe payment was actually received, for example if a check was received on the 10th but not deposited until the 14th.
The date you select is what will show across reporting, including the Payments Report daily totals and Revenue Report tracking by payment date. Time of day is not used for reporting, only the date.
Parts and Services on Standard Orders
Accounts with this feature enabled will see new Parts and Services sections when creating or updating a standard order, alongside the existing product section.
Both parts and services behave like sale items on the order.
Parts show availability and pricing per location, same as products, and quantity can be edited.
Services do not have availability tracking, but quantity can still be edited.
Both parts and services support decimal quantities, and price and discount percentage can be customized on the order the same way they can for sale items.
This was previously only available on customer work orders through service repair, and is now available on standard orders as well.
Bug Fixes & Improvements
Improvement: Customizable credit card fee disclaimer text. A new field called Pass Through Processing Fee Disclaimer has been added for accounts using the credit card pass through fee. If left blank, the standard default disclaimer text will display on contracts and invoices. If you enter your own text, you can include the available variables for the fixed fee amount (30 cents) and percentage fee, and the custom text will display on both contracts and invoices.
Improvement: Canadian debit (PAD) payments now supported. Canadian customers can now pay via bank transfer, similar to how ACH already works for US bank transfers. You send a payment link to the customer, they set up their bank account, and once verified they can pay using that account.
Improvement: Dispatch calendar drag and drop improvements. Dragging and dropping orders on the dispatch calendar is smoother, particularly when multiple orders fall at the same time, which previously did not work well.
Improvement: QBO payment method to bank account mapping. Previously all payments synced to QBO deposited into a single default payment account regardless of payment method. You can now map each individual payment method, including any custom payment methods you've created, to a specific bank account in QBO.
Improvement: Global setting to lock security deposits after order approval. When enabled, a security deposit is locked once an order is approved and will not change even if the order is updated afterward. Normally, updating an order changes the security deposit and the system releases the existing hold and captures a new one. Before an order is approved, the security deposit will still update as usual regardless of this setting.
Common Questions
Can I change the payment date on a credit card or ACH payment?
No, the payment date field is only available for non Stripe payments. Credit card and ACH payments are processed through Stripe and their date reflects the actual transaction time, so it can't be edited.
What happens if I don't customize the credit card fee disclaimer text?
The field will be blank by default, and the standard default disclaimer text will display on your contracts and invoices, exactly as it does today.
Is the Parts and Services feature available on all orders?
It is available on standard orders for accounts that have the feature enabled. It was already available for customer work orders through service repair.
Why did the release date change?
The release was pushed back to allow more time for testing, so the release notes and features described here will go live on March 18th instead of the original date.