Added ability to create, manage and send quotes for customers, providing cost estimates for work before creating a job sheet
To create a quote, go to the calendar page and click "Quote" or on the side navigation click "Create quote"
Upcoming functionality will include the ability for a customer to acccept or reject a quote and the ability to convert an accepted quote into a job sheet
Vehicle mileage logging (Netherlands only)
Added dedicated page for all historical external (RDW) mileage logging to allow for easier review and retry any failed mileage logging attempts
To view this page, go to Integrations -> RDW mileage history
🔧 Improvements
Customers
Customer import tool has been improved to allow better handling of duplicate records allowing for multiple vehicles to be imported for a single customer (e.g. fleet customers)
To add multiple vehicles, include additional vehicle rows in the CSV file below the required customer, with the vehicle details provided and customer details left blank
Customer import tool validation page now includes "Show only critical errors" option to allow users to filter out non-critical warnings when importing customers
Various UI/UX improvements to customer import tool
Invoices
Purchase order numbers can now optionally be added to an invoice and will be included on invoice sent to customers (if provided)
Invoice multiple payments functionality now includes a month filter to allow for easier review of payments when many are present
Quick invoices can now be created directly from the following additional pages:
Customer edit page (either via the invoices or vehicles tab)
Customer list page (invoice icon in the actions column)
Vehicle edit page (scroll down to "linked customers")
Vehicles
Additional information is now refreshed on extra "live update" calls for a vehicle, to account for private registrations changing between vehicles
🐞 Fixes
Fixed an issue w/ MOT reminders not being generated for certain vehicle type values in some cases
Fixed an issue w/ user management page not pre-selecting the reseller role in certain cases
Fixed an issue w/ report datepicker being displayed behind header at certain screen sizes
Fixed an issue w/ multiple garage logos being displayed on vehicle health check reports for certain setups
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