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July 2025 Updates & Bug Fixes

New Updates for July 2025!

James Simboli avatar
Written by James Simboli
Updated over 3 weeks ago

Updates:

  1. Credit Card Processing Fee for Portal Payments - We've now added the ability to charge a CC processing fee for customer portal deposit payments. This way when customers pay their deposit via the portal, you can charge your CC processing fee. If you'd like us to turn this on for you, please let us know!

  2. Custom Digital BOL Signatures - Now on the BOL, you can digitally send any signatures to the customer! Before we only had this for the built-in signatures but you can now send custom signatures such as the Valuation signatures.

  3. Texts on Marketing Dashboard - Now on the Marketing Dashboard you can keep track of the total texts sent and received in the system.

  4. Reminder Notification for Jobs in the App - If you're signed in to the mobile app and you're scheduled on a job you should now receive a 24hr reminder notification for any jobs scheduled for the next day!

  5. Dashboard Graph / Projected Amount Report - Now on the dashboard if you click on the graph it will break down the projected sale amount for the current month. Additionally, there is a new report to see this for any date range you select. You can find the report in Reports > Sales > Projected Amount

Bug Fixes:

  1. We had an issue with Quickbooks not transferring all of the information due to symbols being in additional charges. This should now be fixed!

  2. When trying to pull the Leads by Referral Source report it would just infinitely load. You should now be able to run the report properly.

  3. The Mobile App would crash when taking payments on iOS devices. This has been fixed!

  4. For some systems the company branding and some reports were not turned on by default. You should now be able to access this with the proper permissions.

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