🚀 New Features

Enhanced Checklists

Checklists got a major upgrade!

Build your own checklists for inspections and equipment hand-offs, then run them at the moments that matter. Each task is now marked pass or fail, with notes and photos, and every result is saved.

What's new:

• Detailed completion: mark each task pass or fail and add notes and photos.
• More checkpoints: run checklists at check-in, checkout, delivery, pickup, call-off, and on work orders, where they can auto-apply from scheduled maintenance.
• Saved history: see completed checklists on the item's history, the order timeline, and the work order they belong to, plus previous checklists completed for the same order.
• Progress saves as each task is done.
• Easier admin: edit tasks inline, drag to reorder, duplicate a checklist, or upload a PDF, image, or spreadsheet to build one automatically. Set a default checklist for each checkpoint.

Admin can manage checklists under Admin > Check-Out / Check-In.

📄 Read the full Help Center Article

Overpayments

You can now accept payments that come in over the amount due. When a customer pays more than they owe, the extra is automatically issued as customer credit you can apply to future invoices.

The payment confirmation dialog shows a clear breakdown of what went to the invoice, any fees, and the credit created.

Overpayments work with Cash, Check, External Credit Card, and Other payment methods, and need a customer on the order so the credit has somewhere to land.

An admin can turn this on in Admin > Payments.

📄 Read the Help Center article

💡 Improvements

• Audit Log Improvements: The audit log now records a complete history across all data changes, with cleaner cards, a before-and-after diff for edits, and a single searchable filter grouped by area.

• Item Timeline: The detail page for serial, bulk, and sale items now has a single timeline combining order, maintenance, and transfer history, with chip filters at the top to narrow the view.

• Outstanding balance can include deposits: A new opt-in setting under Billing Strategies subtracts available deposits from the Outstanding amount on billing summaries, order lists, and yard cards. Off by default.

• Accurate payment dates for ACH: The Payments list now shows an effective date based on when a payment actually cleared, with a new sortable Effective Date column and matching Paid date filter.

• QuickBooks journal entries sync by day: Journal entries now sync to QuickBooks one per day, so each entry matches the day it covers and a skipped day won't hold up the rest. The Transaction History page shows the actual date each entry covers.

• Turn off damage waiver: A new toggle in Admin > Features disables damage waiver entirely, hiding it from new orders, the billing summary add menu, storefront checkout, and voice quotes. Existing charges are unaffected.

• Dispatch board location filter applies to drivers: Filtering Dispatch by location now also narrows driver columns to drivers assigned to those locations.

• Work Order "Closed At" time: Work orders record exactly when they were closed, with a sortable Closed At column on the Maintenance list and in the Maintenance Details report.

🛠 Bug Fixes

• Maintenance page loading: Fixed an error that could appear when opening the Maintenance tab.
• Orders page loading: Sped up load times on the Orders page.

🔜 Upcoming

• Enhanced Missed Rental Reporting: Log missed rentals with more data, including item, customer, rental duration, estimated lost revenue, and additional notes.