2026-4.1 Update Log

Our end of April update is one of our largest to date, featuring the debut of our intelligent "Nearest Vehicles" tool, a significant overhaul of the AI Order Parser, and a modernised interface across scheduling and invoicing.

Nearest Vehicles (Beta)

Find the best vehicle for an unallocated order in seconds. This new tool helps planners make data-driven decisions directly from the scheduler.

  • How to Access: Right-click an order and select Nearest Vehicles, or drag an order onto the new blue map-pin dropzone next to the "Create new schedule" button.
  • Smart Ranking: The tool provides two ranked lists: the top 10 vehicles by current GPS fix and the top 10 based on where the driver’s day is scheduled to end (including managed subcontractors).
  • Live Map Integration: View the pickup location and GPS-ranked vehicles on a live Google Map. Hovering over a row pulses the vehicle marker and displays its next planned stop.
  • Keyword Compatibility: The tool is fully keyword-aware, automatically filtering for drivers, vehicles, and trailers that match the order’s D:/V:/T: requirements.
  • One-Click Assignment: Use the blue + button to instantly drop the order onto a driver's load after a quick confirmation.

Note: This feature is currently in Beta. Distances are currently calculated as straight-line, with routing engine distances (road miles) planned for a future release.

AI Order Parser Upgrades

We have significantly expanded the parser's capabilities to handle more complex documents and streamline the review process.

  • New "Most Thorough" Mode: A high-accuracy parsing mode for complex documents, featuring an automatic fallback to OpenAI to ensure 100% uptime.
  • Word & Excel Support: Upload .doc, .docx, .xls, or .xlsx files; they are now automatically converted and parsed.
  • Direct Send from Preview: Push email attachments straight to the parser from the document preview without re-uploading.
  • Smarter Extraction: Improved handling of deadline windows, implicit cargo, and date auto-fill. Relative expressions (e.g., "Monday morning") now accurately anchor to the date the document was received.

Enhanced Review Modal:

  • Weight Capture: A new "Units" weight input for allows you to record weights without changing the quantity field.
  • Location Sync: Selecting a location now automatically populates stop notes and applies relevant keywords/tags to the order.
  • Validation: Missing fields are highlighted, and clear error messages replace generic system errors.

Quick Add Shortcut: Use the new "Order with AI" option in the quick-add menu to jump straight to the upload screen.

Orders & Scheduling

This update brings several workflow shortcuts and a modernised interface to the core scheduling screens.

  • One-Click "Flip Legs": A new button on the order creation screen allows you to swap collection and delivery points instantly.
  • Multi-Copy Duplication: When creating an order, you can now specify a quantity to create multiple copies in a single action.
  • Drag & Drop Schedule Creation: Drag any unallocated order directly onto the header of the loads panel in the scheduler to create a new schedule instantly.
  • Smarter Load Creation: The creation modal now intelligently predicts "Subcontract" vs. "Own Fleet" and preserves your entered data if you need to pause to create a new supplier.
  • Enhanced Order Confirmation: The confirmation screen now displays fuel surcharges and sorts by rate. Additionally, the POD and Surcharge columns are now clickable to jump directly to those specific tabs.
  • Modernised Autocomplete: A refreshed UI for search popups featuring a "floating footer" for creating new entries. This includes a Ctrl/Cmd+Enter shortcut, better mobile rendering, and an inline fallback when no matches are found.
  • Expanded Scheduling Audits: Consignment audit logs now record exactly how a job was allocated, including assignments via Drag/Drop, Order Allocation, Holcim Import, or the new Nearest Vehicles tool.

Billing, Invoicing & Suppliers

We have introduced more flexible invoicing controls and improved the visibility of key data during the billing process.

  • Supplier Payment Terms: Suppliers now have configurable payment terms, which the system uses to calculate automatic bill due dates.
  • Customer Portal PODs: Your customers can now download PODs directly from the invoice view within the portal.
  • Automated Accounts Sync: When connecting to your accounts platform (Sage/Xero/QuickBooks), the system now automatically synchronises customers and ledger codes, giving you immediate control over your defaults.
  • Enhanced Invoice Emails: Subject lines now automatically include the reference number, and the sending screen more clearly displays attachment options—including a new toggle to manually include photos.
  • Optimised Batch Preparation: Collection dates, delivery dates, and PO numbers are now visible while preparing invoice batches. We have also added quick-click options to set tax point dates and references.
  • Flexible Invoice Grouping: A new "Group Invoices By" dropdown in customer settings allows you to group batches by PO or Delivery Date; your chosen preference is now visible on the batch prepare card.
  • Administrative Refinements:
    • Invoiced Orders: Added a direct delivery note link to the summary dropdown menu.
    • Pending Approvals: Fixed logic for subcontract POs and improved table stability so filters/sorting survive screen refreshes.

Reports, Documents & Data Management

This update improves data accuracy across your fleet reports and introduces new tools for managing your database at scale.

  • Bulk Management Tools: You can now select multiple products or locations to merge or archive in a single action, making database cleanup much faster.
  • Enhanced Load View Maps: The map now overlays actual vehicle trails using HERE Route Matching. It refreshes dynamically as lines are reordered and accurately bounds leg segments with a post-load tail.
  • Email-to-PDF Improvements: Converted emails now preserve inline images, include a professional metadata header, and feature improved typography and padding.
  • Refined Reporting:
    • Fleet Costings: Now includes customer names alongside the costing breakdown for better context.
    • Job List Report: Refreshed styling and additional data columns for a more comprehensive overview.
  • Distance & Odometer Accuracy: Superseded load lines are now excluded from load view totals. Additionally, the Fleet P&L report now automatically recalculates after an odometer rollback to ensure your readings stay current.

Integrations & Company Setup

  • Redesigned Company Profile: The profile area now features a modern vertical-tab layout with a dedicated page header and a tidied-up section for telematics management.
  • Samsara Auto End-Shift: Building on our automation tools, shifts can now be closed automatically using real-time Samsara trip data.
  • Improved Location Editing: Location profiles have been updated with a cleaner edit form, more precise geocoding feedback, and improved handling of specific address coordinates.
  • Smarter Holcim Importer: Enhanced driver matching logic now attempts reversed name orders to ensure successful imports, alongside fixes for load date allocation.
  • Clearer Sage Error Reporting: When a nominal code causes a Sage export to fail, the system now provides specific, actionable warnings to help you resolve the issue quickly.

Bug Fixes

  • Timezone Accuracy: Resolved a BST offset issue that occasionally caused next-day jobs to appear in the wrong reporting period.
  • Financial Controls:
    • Fixed customer default VAT and nominal codes failing to save when cleared (now correctly reverts to company defaults).
    • Fixed an issue where Purchase Order emails were being sent to suppliers before the PO had been officially approved.
    • Resolved several bugs that prevented new bills from being created, opened, or suppliers from being added.
    • The rate cell in Order Confirmation now refreshes automatically whenever a consignment is re-rated.
  • Interface & Display:
    • Fixed a display bug on the invoiced orders upload and updated the upload method for better reliability.
    • Corrected the Self-Bill view to ensure the collection town is always visible.
    • Fixed an issue where the rate popup would incorrectly appear when selecting a container.
  • Audit & Data Integrity: 
    • Cleaned up duplicate "DEPART" entries in audit logs.
    • Added a new audit trail to track whenever a load-line is moved.
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