2025-12.1 Update Log

We are releasing a final significant update for the year. This update brings key enhancements to driver costing transparency, revenue management, and scheduling filters.

Enhanced Financial Control

We continue to build out our robust and transparent driver costing system, moving beyond basic P+L monitoring to offer granular control over revenue and expenses.

Enhanced Revenue Splits and Load Revenue

Two major customer requests regarding revenue management have been implemented:

• Custom % Split on Collection and Delivery: You can now customize revenue splits per job. Right-click on any Collection or Delivery line from a split load in the schedule detail view to set a custom percentage split for revenue, overriding the company default (usually 50/50).
• Costings Revenue: Available within the Consignment Rerate screen (open order > consignment tab > click "edit" next to Rate Settings), this feature allows you to define a specific rate for calculating revenue on the schedule that is separate from the rate used for sales (invoicing) totals.

Loss Leader Tracking

To help you quickly identify and address unprofitable jobs, we've enhanced the filters available at the top of the schedules panel on the Scheduler.

• "Making A Loss" Filter: We've added an experimental filter which allows you to instantly view all schedules currently operating in the negative based on their Profit & Loss (P+L) calculation for the day. (This requires at least one of your resources to have costings active.)

Batch Costings Update is Now Possible

Managing your resource costs is now much faster. You are now able to perform a batch update of your Vehicle and Trailer costings:

• Navigate to Reports > Admin Reports and select either Trailer or Vehicle costings.
• On the summary page, simply check the items you want to update and click Apply Costs to Selected.
• We also took the opportunity to update and fix several bugs related to updating historic cost profiles.

Invoice and Order Upgrades

Send Invoice PODs by Attachment

To accommodate varying customer requirements, we have added a new option to customer profiles:

• You can now choose whether to send Proof of Delivery (POD) documents linked to an invoice via Link (default) or as a direct attachment to the email.
• This setting will default to "link" for all existing accounts unless you change it.
• Important Note: If your total POD zip file exceeds 25MB, the system will automatically defer to sending a link as normal to prevent email delivery failure.

Product Matching on Inter-account Orders

Previously, product codes on integrations and inter-account orders had to strictly match an existing product, or a new one was automatically created, causing issues.

• This has now been resolved for inter-account orders.
• The system will now allow you to choose the product match if one does not already exist, functioning similarly to the match location feature. (Integrations will be updated soon.)

Ex-works Upgrades

The niche, but often useful, Ex-Works order type (setting only a collection point for manual/ad-hoc invoicing) is now more flexible:

• Ex-works orders can now be copied (multi and single).
• They can now be built as a contract order.

Enhanced Order Confirmation Filters

When you open the Order Confirmation screen, the filter box used to select which orders you want to see has been upgraded. In addition to the previous filters (Customer, POD Status, and Rate Status), you can now filter by:

• Delivery Date Range
• PO Number
• Document Filter

Scheduling and UI Enhancements

We've made several quality-of-life improvements to the scheduling and profile screens:

• Enhanced Scheduler Filters: The scheduler filters have received an upgrade:
  • Enhanced Fleet Filters: You can now accurately filter your daily schedules to show only Own Fleet or only Subcontract work.
  • The "all schedules" filter now displays the count of visible schedules.
  • Other filters show a count of visible schedules vs how many total for the day.
  • The Customer and Order Type filters are now capable of both including and excluding criteria.
  • The datepicker component has been replaced with a more modern version.
• Quick Access to Profiles: In the schedule detail view for started schedules (once a driver has started their shift in the app), we've added direct action buttons to quickly open the Vehicle, Driver, and Trailer profiles. These buttons replace the previous dropdown boxes for fast access.
• UI/Display Fixes:
  • Fixed instruction times showing on the new schedule view.
  • Tweaked the dropdown styles so the text is more visible.

System & Administrative Maintenance

A collection of fixes, migrations, and administrative updates to improve system stability and background processes:

• Email Notification: New Admin notification email when a contact email fails.
• Driver App Control: Added the ability to disable driver app absence requests and added a new notification type to receive the absence request emails. (Plus feature)
• Dashboard Fixes: Fixed a bug in the faults dashboard including suppressed faults in the counts. (Plus feature)
• The Pending Orders screen got a visual facelift while improving the back-end code for greater stability.
• Migrated the Joblist - Simple report to the new format, and added Product Name to the data.
• Migrated accounts integration to a new system.
• Migrated Weighbridge PDF to a new PDF Builder.
• Profile Styling: Updated the trailer profile to match the vehicle profile style.
• The Driver Profile now includes Driver Leave Date and Notes fields (located on the first tab, Details).
• Fixes & Cleanup:
  • Fixed a bug with supplier profiles not being editable.
  • Fixed a bug with absence calendar showing rejected absences.
  • Fixed a very annoying bug causing random logouts.