Hi there,

When reviewing the activity log on an order, you can now see attachments that were included in sent emails — not just the email content itself.

What's New:

- Attachments sent with emails are now displayed in the order activity log alongside the email body

- Gives a complete picture of exactly what was sent to the client at each communication touchpoint

Benefits:

- Full communication history including attached files — all in one place

- Easier to verify what documents a client received without digging through sent mail

- Better audit trail for your team

If you have any questions, please reach out to our team through the chat or by emailing [email protected].

Hi there,

Team members who haven't set up personal SMTP credentials can now send CRM emails using your company's system email account — so no one on your team is blocked from communicating with clients.

What's New:

- Users without personal SMTP configured can now send CRM emails using the company system email

- A Reply To field now shows the appropriate reply address so client responses are routed correctly

- Previously, users without SMTP were unable to send CRM emails at all

How to Use It:

- Navigate to any customer profile

- Click on the Communications tab

- Click on the Emails option and fill out the email information and click Send Email

Benefits:

- Every team member can send CRM emails regardless of their individual email configuration

- Clients can still reply directly to the right person via the Reply To address

- No delays in client communication while waiting for SMTP setup

If you have any questions, please reach out to our team through the chat or by emailing [email protected].

Hi there,

Two new shortcodes are now available for your email templates, making it easy to include deposit details in automated client communications.

What's New:

- deposit_amount — inserts the remaining deposit amount owed by the client

- deposit_due_date — inserts the date the deposit is due

How to Use It:

- Go to Settings > Email Templates and open a template

- Add {deposit_amount} or {deposit_due_date} anywhere in the template body

- These will be replaced with the correct values when the email is sent

Benefits:

- Automate deposit reminder emails without manually filling in amounts and dates

- Clients receive clear, accurate deposit information every time

- Reduces back-and-forth about deposit details

If you have any questions, please reach out to our team through the chat or by emailing [email protected].

Hi there,

To keep your tax configuration clean and accurate, the system now prevents duplicate tax rates from being created for the same geographic location.

What's New:

- Creating or editing a tax rate now validates that no other rate already exists for the same state, city, or zip code

- Duplicate entries are blocked with a clear error message

Benefits:

- Cleaner tax configuration with no conflicting rates for the same location

- Prevents billing errors caused by duplicate rates being applied

- Easier tax management across multiple locations

If you have any questions, please reach out to our team through the chat or by emailing [email protected].

Hi there,

A fix has been applied to driver division filtering in dispatching so that drivers with access to all divisions now appear correctly in the dispatching and driver selection interfaces.

What's New:

- Drivers with All Divisions access now correctly appear in dispatching views and driver selection dropdowns

- Previously, division filtering was joining against an incorrect column, causing some drivers to be hidden

Benefits:

- No more missing drivers in dispatching queues

- Driver assignment works correctly regardless of division access settings

If you have any questions, please reach out to our team through the chat or by emailing [email protected].

Hi there,

When generating bulk print reports for invoices, you can now filter by finalized or unfinalized status — so you only print exactly what's ready.

What's New:

- A new Finalized filter is available in the Bulk Print report for invoices

- Options: Finalized, Unfinalized, or leave blank to include both

- Works alongside your existing date and status filters

How to Use It:

- Go to Reports > Bulk Print

- In the filters section, set the Finalized filter to your preference

- Run the report — only matching invoices will be included

Benefits:

- Stop accidentally printing or exporting invoices that aren't ready yet

- End-of-cycle billing workflows are cleaner and faster

- Combine with other filters for precise invoice batches

If you have any questions, please reach out to our team through the chat or by emailing [email protected].

Hi there,

Two new columns have been added to some of our reports (like Financial Order Details), giving you better visibility into what kinds of orders are driving your revenue.

What's New:

- Order Type column — indicates whether the transaction is a rental, sale, or other type

- Has Service column — flags orders that include a service item

How to Use It:

- Go to Reports > and choose the report you're needing

- The new columns appear automatically in the report

- Use them to filter, sort, or export a breakdown by order type or service inclusion

Benefits:

- Quickly segment revenue by rental vs. sale vs. service orders

- Identify which orders included services without opening each one

- Better data for financial analysis and reporting

If you have any questions, please reach out to our team through the chat or by emailing [email protected].

Hi there,

Auto-conversion rules just became more powerful. Rules set to trigger on "Deposit and Contract Signed" can now also check Client Type and Invoice Term as additional conditions — giving you finer control over when quotes convert automatically.

What's New:

- Auto-convert rules using Deposit and Contract Signed as the trigger can now also require a matching Client Type

- Optionally, a matching Invoice Term can also be required

- All conditions must be met before the conversion fires

How to Use It:

- Go to Settings > Auto-Convert and open or create a rule

- Set the trigger to Deposit and Contract

- Optionally add a Client Type and/or Invoice Term condition

- Save — conversions will only trigger when all selected conditions are satisfied

Benefits:

- More granular control over which orders convert automatically

- Prevents unwanted conversions for clients or terms that require manual review

- Reduces manual overrides after auto-conversion fires incorrectly

If you have any questions, please reach out to our team through the chat or by emailing [email protected].

Hi there,

Managing a mix of rental and sale orders just got simpler. You can now filter your Bulk Print by the kind of order — so your team only sees what's relevant to them.

What's New:

- A new Kind filter is available in the Bulk Print

- Filter options: Rental, Sale, or Mixed (orders containing both)

- Works alongside your existing date, status, and division filters

How to Use It:

- Go to Reports > Bulk Print

- Open the filters panel and locate the Kind filter

- Select Rental, Sale, or Mixed to narrow the view

- Combine with other filters to get the specific orders your team needs

Benefits:

- Cleaner Bulk Print for teams that handle rentals and sales separately

- Less noise — drivers and dispatchers see only what applies to them

- Pairs with existing filters for precise queue management

If you have any questions, please reach out to our team through the chat or by emailing [email protected].

Hi there,

The Utilization Report now gives you more context about your inventory. Two new columns show how many units you have and when each item was added — so you can make more informed decisions about utilization and purchasing.

What's New:

- Inventory Quantity — shows how many units of each item exist in your inventory

- Date Created — shows when the inventory item was originally added to the system

How to Use It:

- Go to Reports > Utilization

- The new columns are included automatically

- Use them to identify items that are underutilized relative to their stock size, or review performance of newly added inventory

Benefits:

- See utilization in context of how much inventory you actually have

- Identify overstocked or underperforming items faster

- Useful for purchasing decisions and inventory right-sizing

If you have any questions, please reach out to our team through the chat or by emailing [email protected].