Release 2.5.0.0

This release includes a new portal that you can make available to your lease haulers (sub-contractors). It also includes some changes related to retail tax, adds an invoice flow, and fixes to reduce the occasional times that the app hangs for a minute.

Below are the details related to the various changes in this release.

Lease Hauler Portal

You can invite your lease haulers/subcontractors to a portal where they can view and update their drivers, trucks, company information, and tickets. You will be able to request their trucks for a job, and they can approve/deny your requests from the portal.

If you would like us to turn this on for you, please let us know.

Allow use of Tax Codes

We added the ability to define retail tax codes and a % to use for the sales tax rate. These tax codes can then be specified on the quotes, orders, jobs, and invoices. When a tax code is specified on a quote, order, job, or invoice, the specified rate will be used to calculate the tax. See here for more information on setting up and using tax codes.

Invoice Approval Process

We added an invoice approval process for use by larger organizations that have one person creating invoices and another approving them. This new process also allows invoices to be emailed/printed in a batch instead of one at a time.

Minor Changes

We changed the customer screen to allow you to search by any part of the customer’s name. Previously, it would search on the start of the name entered in the Customer Name control.

We added order notes to the ticket list export.

Created a Sage export file for invoices.

Created a custom Hollis and Hollis export file for invoices.

Created templates for signup emails.

Added more space between the buttons on the PWA driver app.

Performance Improvements and Code Cleanup

Implemented a CDN to improve performance.

Implemented a new firewall for enhanced security.

Made some changes to reduce blocking in the database.

Changed Google Maps to be loaded async.

 

 

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