Printable job sheet reports, product tours and invoice / quote improvements

New features

Product tours

  • Guided product tours have been added to help new users get familiar with key features within the system To access these tours, go to Help & tips -> Getting started

Quotes

  • Added the ability to cancel / archive a draft quote, excluding it from listings

Job sheets

  • Added a new print-friendly job sheet page for a clean, read-only view of all job details Access this from the Calendar job sheet info modal, the job sheet edit page, or the job sheet list page

Regions

  • Added basic support for the US, including currency and regional settings
  • Added a new en-US language option, alongside the existing en-GB

🔧 Improvements

Job sheets

  • Job sheet list page now includes a filter for customer check-in status (all / checked-in only / hide checked-in), along with a check-in indicator on the list itself
  • Reference numbers on the job sheet list page are now clickable links directly to the job sheet's edit page
  • The "useful links" section on the job sheet edit page has been redesigned to match the newer, more streamlined layout used elsewhere in the system

Customers

  • Customer merge tool has had several user experience improvements to make it easier to use and offering more information

Invoices

  • The invoice date is now editable on existing invoices, to reflect the job's actual date rather than when the invoice was generated

Vehicles

  • Updated Spanish vehicle lookup data to reflect the vehicle data provider's latest format changes (e.g. fuel type and transmission now shown as full descriptive text)

Integrations

  • Integrations can now be linked to a specific region rather than relying on a single shared setting

🐞 Fixes

  • Various security and performance improvements to the system
  • Various efficiency improvements and code refinement across the system
  • Fixed a time discrepancy issue when dragging to create a job sheet from the calendar
  • Fixed a pagination issue on the regions page
  • Fixed a packaging issue affecting the Windows service
  • Fixed an issue with the vehicle health check button being hidden when all options are expanded on the report form
  • Fixed the "to" date filter on the used car sales export not including the selected date in the export
  • Fixed a display issue with the calendar timeline loading
  • Fixed an issue with Netherlands vehicle odometer values not updating correctly on RDW submission retry
  • Improved the error message shown for RDW mileage submission failures
  • Fixed an issue with exception source parameter emails on calendar invoice list when cache was unavailable