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Toolbox Talk Episode 21: Demo Day

Recording of Toolbox Talk Episode 21, a Quipli demo day session.

January 21st, 2025


New Features

  • Collectibles and Order List filterable by customer address

    • Once a customer is selected in the filters, a new section will appearing allow the admin to filter by delivery or billing addresses attached the orders.

  • Automated Daily Reporting

    • Admins can add reports to send daily under Reports > Daily Schedule.

    • Admins with the Daily Report permission will receive them.

  • Parts and Services Import Updates

    • ID removed from the sheet. Part number will be unique for parts and name will be unique for services when uploading.

    • Can now select where to add to existing inventory or replace inventory.

Bug Fixes & Improvements

  • Improvement: Google Review email links can be customized per location.

  • Improvement: Location Field added to fleet work orders (Will default to unit location)

  • Improvement: Product search data for ecommerce site will update immediately instead of every night.

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