At a glance
- Bills of lading can be generated from document templates, and sending one from an order works again.
- Rate confirmations can be edited again, and customer rate confirmations generate with the correct order details.
- The Reject button is back on tenders, and expired or already handled tenders say so.
- Service logs can be exported as a PDF.
- Dialogs stay open when you click past their edges or choose a value from a dropdown inside them.
Improvements 16
Temperature notes take longer text and failures are reported instead of passing silently
- Why we changed it
- The note field on temperature requirements cut off entries that were too short for real instructions, and errors while saving gave no feedback.
- How it helps
- Full cooling instructions fit in the note, and if a save does not go through you see it rather than assuming the value was stored.
- How to use it
- Open the temperature settings on an order and type the note; the longer limit applies right away.
Service logs can be exported as a PDF
- Why we changed it
- Service history could only be read on screen, with nothing to hand to an owner, an auditor or a shop.
- How it helps
- Maintenance staff can save or send a service record as a document without retyping it.
- How to use it
- Open a service log and use the PDF export action.
Settlement emails start from a default message instead of an empty body
- Why we changed it
- The settlement email template opened blank, so whoever sent it wrote the covering text from scratch every time.
- How it helps
- Settlements go out with consistent wording and less typing, and the text can still be edited before sending.
- How to use it
- Send a settlement by email; the default text is filled in and can be changed.
Address search returns suggestions faster and more consistently as you type
- Why we changed it
- Each keystroke in address lookup was handled as a separate unrelated request, which made suggestions slower and less reliable.
- How it helps
- Entering pickup, delivery and facility addresses takes fewer corrections and less waiting.
- How to use it
- Nothing to switch on; it applies wherever you search for an address.
Pages load faster because time zone data is now cached instead of looked up on every request
- Why we changed it
- Every request re-read time zone information from the database, adding delay across the dashboard.
- How it helps
- Screens and lists respond quicker, especially under heavy use.
- How to use it
- Nothing to switch on.
Accounting sync shows the vendor error returned by the bookkeeping system
- Why we changed it
- When a vendor failed to sync, the screen gave no indication of what the bookkeeping system had rejected.
- How it helps
- Billing staff can read the actual reason a vendor did not sync and fix the record instead of guessing.
- How to use it
- The error appears on the vendor when a sync fails.
Company setup now includes a guided card for installing the browser extension
- Why we changed it
- Setting up the browser extension was not part of the guided company setup, so new accounts had to find the steps on their own.
- How it helps
- New accounts get the extension installed as part of the setup checklist instead of hunting for instructions.
- How to use it
- Go to company setup and follow the extension setup card.
Bill of lading documents can be built from reusable email templates
- Why we changed it
- There was no template category for bills of lading, so each one had to be composed from scratch.
- How it helps
- Staff send bills of lading with consistent wording instead of rewriting the message each time.
- How to use it
- Create or pick a bill of lading template when sending the document.
Brokers can use the fuel card integration
- Why we changed it
- The fuel card integration was only available to carrier accounts.
- How it helps
- Broker accounts get the same fuel card data and transactions without a separate workaround.
- How to use it
- Enable the fuel card integration in settings on a broker account.
Bills of lading can be generated from document templates
- Why we changed it
- Bills of lading had to be produced outside the product or from a fixed layout.
- How it helps
- The document comes out with your own layout and order data already filled in.
- How to use it
- Pick a bill of lading template when generating the document on an order.
You can create a role directly while adding a customer member
- Why we changed it
- Roles had to exist before a member could be added, which meant leaving the form and coming back.
- How it helps
- Admins set up a new member and the role they need in one pass.
- How to use it
- In the customer member create form, use the create role button next to the role field.
The accounting integration now pulls vendor details along with the rest of the synced records
- Why we changed it
- Vendor information was not retrieved during the sync, so vendor records had to be checked or completed by hand in the accounting system.
- How it helps
- Accounting staff see matching vendor details on both sides and spend less time reconciling them.
- How to use it
- Nothing to switch on; the next sync fetches vendor details.
You can sync carriers on demand and see the status of the last sync in a popover
- Why we changed it
- Carrier records refreshed only on their own schedule and there was no way to tell when the last refresh happened or whether it worked.
- How it helps
- Staff can pull current carrier data right before booking and see at a glance if the sync succeeded.
- How to use it
- On the carriers list, use the Sync Carriers action and open the status popover next to it.
Table grid lines are darker, so rows and columns are easier to follow across wide tables.
- Why we changed it
- The light grid lines made it hard to track a row across a wide table, especially on bright screens.
- How it helps
- Data is easier to read at a glance and there is less chance of reading a value from the wrong row.
- How to use it
- Nothing to switch on; it applies to tables across the dashboard.
New locations and schedules start with no facility type preselected
- Why we changed it
- New locations and schedules picked up a facility type by default, so a wrong type could be saved without anyone choosing it.
- How it helps
- The facility type on a new location reflects what someone actually picked.
- How to use it
- Create a location or schedule and choose the facility type yourself.
Fixes 31
The tender acceptance screen now tells you when a tender has expired or was already handled
- Why we changed it
- Opening an expired or no longer valid tender link showed a screen with no explanation, leaving the user unsure whether the tender was gone or the page had failed.
- How it helps
- Whoever opens the link sees the actual state of the tender and can stop waiting or follow up instead of retrying a dead screen.
- How to use it
- Open a tender acceptance link after it has expired to see the message.
Address autocomplete now returns suggestions while you create a company
- Why we changed it
- The address field on the company creation form stopped offering suggestions, so addresses had to be typed in full and were easy to get wrong.
- How it helps
- Addresses on new companies can be picked from suggestions again, which keeps them consistent and geocoded correctly for later use in planning and dispatch.
- How to use it
- Create a company and start typing in the address field; suggestions appear as you type.
Typing in rich text fields no longer triggers keyboard shortcuts
- Why we changed it
- Keystrokes inside editable content areas were picked up as shortcuts, so typing could fire an unrelated action or move you off the field.
- How it helps
- Notes and other rich text fields accept normal typing, including keys that are bound to shortcuts elsewhere.
- How to use it
- Nothing to switch on. Type in any rich text field.
Fuel transactions can be unassigned from a company again
- Why we changed it
- Once a fuel transaction was linked to a company there was no way to undo it, so a wrong assignment stayed on the record.
- How it helps
- Mis-assigned fuel transactions can be corrected instead of living with the wrong company on fuel costs and reports.
- How to use it
- Open the fuel transaction and clear the assigned company.
Money code exports keep the expected column order and no longer fail with an error
- Why we changed it
- Exported money code files came out with columns in the wrong order, and some exports ended in an error instead of a file.
- How it helps
- The exported file can be opened and reconciled straight away without rearranging columns or retrying.
- How to use it
- Export money codes as usual.
Customer rate confirmations generate again with the correct order details
- Why we changed it
- Rate confirmation generation for customers was failing or producing documents with missing details.
- How it helps
- Dispatchers can produce a rate confirmation for a customer straight from the order without redoing it by hand.
- How to use it
- Open the order and generate the customer rate confirmation as usual.
Dialogs stay open when you click past their edges
- Why we changed it
- A click that landed on the page behind a dialog closed it, losing whatever had been typed.
- How it helps
- Work entered in a dialog is no longer lost to a stray click.
- How to use it
- Nothing to switch on.
Carrier creation keeps running in the background when you step back to the driver info and signature form
- Why we changed it
- Going back to the driver info and signature step during carrier creation interrupted the process, so the carrier was not created.
- How it helps
- You can move back through the form without losing the carrier you were adding.
- How to use it
- Create a carrier and navigate back to the driver info and signature step; the creation completes on its own.
Rate confirmations can be edited again
- Why we changed it
- Opening a rate confirmation for editing did not let changes be made or saved.
- How it helps
- Corrections to a rate confirmation can be made in place instead of recreating the document.
- How to use it
- Open the rate confirmation on an order and edit it as usual.
Pressing Enter in transaction search runs the search
- Why we changed it
- The search field ignored the Enter key, so the search only ran when the button was clicked.
- How it helps
- Looking up a transaction is faster and behaves the way the rest of the search fields do.
- How to use it
- Type in the transaction search field and press Enter.
Choosing a value from a dropdown inside a dialog no longer closes the dialog
- Why we changed it
- Selecting an option from certain dropdowns dismissed the surrounding dialog and lost the entries made so far.
- How it helps
- Forms in dialogs can be filled in without starting over.
- How to use it
- Nothing to switch on; open any dialog with a dropdown.
Invoice age now shows the correct number of days on the invoice list
- Why we changed it
- Invoice age was calculated or displayed incorrectly, so aging figures did not match how long an invoice had actually been outstanding.
- How it helps
- Billing staff can trust the age column when chasing unpaid invoices and building aging reports.
- How to use it
- Open the invoice list; the age is recalculated automatically.
The invite team members form no longer blocks you over empty invite rows
- Why we changed it
- Blank rows in the invite form were validated as if they had been filled in, so the form refused to submit.
- How it helps
- Admins can send invites without deleting leftover empty rows first.
- How to use it
- Go to team settings, add invites and submit; empty rows are ignored.
The bill of lading is no longer regenerated each time the send dialog is opened
- Why we changed it
- Every open of the Send BOL dialog produced a new document, creating duplicates and slowing the dialog down.
- How it helps
- The document stays the same between openings, so what is sent matches what was reviewed and there are no duplicate files on the order.
- How to use it
- Open the Send BOL dialog as usual; the existing document is reused.
Sending a bill of lading works again from the order documents
- Why we changed it
- The endpoint behind sending a bill of lading was not wired into the service, so the send action failed.
- How it helps
- Dispatchers can send the bill of lading to the recipient without falling back to email attachments.
- How to use it
- Open an order, choose Send BOL and pick the recipient.
The compare documents dialog shows the documents again instead of opening empty
- Why we changed it
- The dialog rendered no documents at all, so there was nothing to compare.
- How it helps
- Staff can put two documents side by side and check them without downloading both.
- How to use it
- Select documents on an order and choose Compare.
The loaded miles label is back on the manifest miles badge
- Why we changed it
- The label had disappeared from the miles badge, leaving the number without saying which miles it was.
- How it helps
- Dispatchers can tell loaded miles from total miles at a glance on the manifest.
- How to use it
- Open a manifest; the badge shows the label again.
The permission for viewing settlement transactions is enforced again.
- Why we changed it
- The view settlement transactions permission had no effect, so access did not match what was configured for the role.
- How it helps
- Only staff with the permission can see settlement transactions, so payroll figures stay with the people meant to see them.
- How to use it
- Check the role's permissions under settings; existing settings now take effect.
The Revenue Type dropdown on the settlement page scrolls, so every option can be reached.
- Why we changed it
- The dropdown list did not scroll, so options below the visible area could not be selected.
- How it helps
- Settlement revenue types can be picked correctly without workarounds.
- How to use it
- Open a settlement and open the Revenue Type dropdown.
Driver percentage pay rates keep their decimals instead of being rounded off
- Why we changed it
- Percentage values on driver pay were rounded to whole numbers, so a rate entered with decimals did not come back the way it was typed.
- How it helps
- Pay percentages stay exactly as entered, so driver settlements calculate from the rate the carrier agreed to.
- How to use it
- Nothing to switch on. Open a driver's pay settings and enter a percentage with decimals.
Sending invoices in a batch no longer zooms the page.
- Why we changed it
- Starting a batch invoice send shifted the page zoom, leaving the screen at the wrong scale mid-task.
- How it helps
- Billing staff can send a batch of invoices without resetting the view afterwards.
- How to use it
- Select several invoices and use batch send.
The schedule dialog opens again
- Why we changed it
- The dialog for opening a schedule failed to appear, blocking the work that starts there.
- How it helps
- Scheduling can be done from the dialog as before, without a workaround.
- How to use it
- Nothing to switch on. Open the schedule dialog as usual.
Invoice logs and their columns line up correctly
- Why we changed it
- The invoice log view had misaligned columns and cramped styling that made entries hard to read.
- How it helps
- Billing staff can scan invoice history without columns running into each other.
- How to use it
- Open an invoice and look at its logs.
Sending a bill of lading from an order works again
- Why we changed it
- The order screen called the wrong query when sending a bill of lading, so the send could fail.
- How it helps
- Dispatchers can send the bill of lading from the order without the action failing.
- How to use it
- Open an order and send the bill of lading as usual.
The Create Facility dialog opens and works correctly in Safari
- Why we changed it
- After a recent change to dialogs, the Create Facility dialog rendered broken in Safari.
- How it helps
- Safari users can add facilities without switching browsers.
- How to use it
- Open Create Facility in Safari.
The push-to-driver-app toggle now shows its current state right away
- Why we changed it
- Switching the toggle did not update visually, so it was unclear whether the push had been turned on.
- How it helps
- Dispatchers can see at a glance whether sending to the driver app is enabled.
- How to use it
- Flip the push-to-driver-app toggle and watch it update.
Percentage values sit on the same line as the figures they belong to in analytics
- Why we changed it
- Percentages were vertically misaligned in analytics cards, making the numbers awkward to read.
- How it helps
- Analytics figures read cleanly at a glance.
- How to use it
- Open analytics; nothing to switch on.
The Assign Transaction dialog keeps its shape and its image stays aligned
- Why we changed it
- The dialog rendered deformed and the image sat off to one side.
- How it helps
- Assigning a transaction is readable and the attached image shows where it belongs.
- How to use it
- Open Assign Transaction on a transaction.
