This week's toolbox talk covered Sprint 81, with several major features and improvements.
SMS Enhancements
Two new text messaging features are available. First, customers can now accept rental terms directly via text: a "send text" option appears alongside the existing email, sign-in, and QR code options whenever a phone number is on file for the order. Second, a "Send Payment Notification" option lets you text (and email) a click-to-pay link to customers with an outstanding invoice balance. Customers who click the link are logged in automatically and taken straight to a payment screen, where they can pay with a card on file, add a new card, or pay via ACH.
Pay Multiple Invoices with One Payment
From a customer's Collectibles screen (Manage Customers > customer name > Collectibles), a new "Make a Payment" button appears when a customer has multiple payable invoices. Selecting it auto-fills the balance across all payable invoices, letting you choose to pay all or just some of them, and allows partial or full payment. Any credit card fee is applied as a line item to the first invoice paid rather than split across invoices, though payment amounts are still applied correctly to each one.
Delivery 2.0
Delivery and pickup configuration has moved from the individual product level to the order level, simplifying how delivery costs are calculated. When adding a product, delivery/pickup selection now happens below the product section rather than within it. Depending on settings, orders can be configured for one-way delivery, one-way pickup, or both, and each will show as a separate line item on the invoice. Existing delivery settings (global, per-product, and by zip code) will be automatically migrated. This change also simplifies dispatch, since delivery and pickup will each generate their own dispatch entry only when applicable.
Rental Contract Improvements
A new "Rental Disclaimer" section has been added to the rental contract, with no character limit, positioned with more visible space near the signature section. This can be set globally in General Settings or customized per order, and works alongside the existing default invoice free text field. A separate setting also now allows uploading a custom image for contracts and invoices, independent of your website logo.
Serialized Sale Units
A new "Track Sale by Units" setting allows products that are both rentable and sellable to be tracked individually by serial unit. Once enabled, you can assign a specific unit to a sale order; once sold, that unit is automatically marked "Sold," removed from rental availability, and reflected in the Product Units report with the sale date.
Make, Model, and Year Field
As a first step toward a broader integration, product units now support adding a make, model, and year. Selecting a make populates a list of associated models, and both fields support custom entries if the option you need isn't listed.