Overview
This release brings various updates across modules, enhancing user interface functionalities, refining billing processes, and adding new features to the workforce. These updates aim to improve overall platform usability and system efficiency.
User Interface
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Account Verification
Introduced the ability to enable account verification by the user for a customer account. Read more on this new feature.
Checkout
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Process Add-ons in Order
Optimized the processing of add-ons for the new “Add-ons and extras” step in the checkout. -
Update Order Cart on Product Selection
Cart totals now update dynamically when changing products instead of waiting for submission, paving the way for future bundle support.
Client Portal
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Announcement bar
Added the ability to display a banner to all customers in their portal, which is configurable via the checkout tab in the admin settings.
Notifications
- Added a new template type to support the Account Verification feature: Verification PIN.
Integration
- [Mailgun] Introduced a checkbox to indicate if the domain used is set up as an EU domain in Mailgun settings.
Billing
- Added support for “Delayed Discount” to apply discounts only after a specified timeframe.
- Introduced “Graduated” tiered pricing for advanced billing scenarios. Read more.
- Added the “Other” payment method for logging manual payments not categorized as cash or check.
- Discounts can now be assigned to specific coverage areas when being created.
Workforce
- Improved visibility of technician markers on the overview map for areas with high density.
- Standardized the work order note input field to match ticket comment input styling.
- [Fixed] Resolved issues with travel times and total travel calculations on technician schedules.
Admin Settings
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Promo Codes Redesign
Updated and relocated the Promo Codes page to improve accessibility. For better transition, access will be removed from the Settings section in early January.
Read more.