Manual check-in links and invoice statement improvements

New features

Check-in app

  • Customers can now be manually sent a link to the check-in app to add/update their information (via SMS or email depending on available details).
    • This can be found in the customers section, job sheet information modal (click on a calendar job sheet), and invoices.
    • Note: The automated check-in link functionality (that optionally sends a check-in app link to a customer one day prior to their job's allocated time slot) remains unaffected.

Invoices

  • Customer invoice statements for overdue payments can now be viewed within the system, with a printable PDF version available.
    • Available at Invoices → Overdue balances → View statement, or via the customer edit page (on the "invoices" tab) for customers with an overdue balance.
  • Invoice statement email functionality has now been moved to this page.
  • A statement note can be added to all customer invoice statements to allow garages to add any salient payment information.
    • This can be found at Invoices → Settings → Statement settings → Invoice statement note.
  • Social media/website URL links (up to 5) can now be added to the bottom of all invoices.
    • This can be found at Invoices → Settings → Add social media links to invoice.
  • Various print display improvements.

Calendar

  • Job sheets can now be created with a placeholder customer record which only requires a mobile phone number.
  • A prompt to send the customer a link to the check-in app will display on jobs created with a placeholder customer record so that customers can provide their own information.
  • On the calendar page, job sheets can now optionally use the job name as the text on the calendar event (defaults to vehicle registration otherwise).
    • This setting can be turned on at Config → Manage location settings → General settings → Use job sheet name.

Calendar widget

  • Booking slot widget can now optionally select the first date with at least one time slot available (for any instances where previous dates were fully booked).

Miscellaneous

  • Added manual calendar event refresh to force through new job sheets if SignalR connection drops.
  • A settings overview page has been added, providing an at-a-glance view for all of the various configurations within the system for a given location.
    • This can be found at Config → Additional config pages → Settings overview.
  • Additional audit information for browser language compatibility improvements.
  • Updated knowledge base content to include updated explanations of customer outstanding/overdue balances.

🐞 Fixes

  • Additional measures taken to ensure live updates are reflected on new calendar events when switching between day/week view.
  • Various language translation improvements and additions.
  • Fixed issue with check-in app translation causing search issue on mobile devices for non-English cultures.
  • Fixed issue with check-in app customer title/first name validation being circumvented in some cases.
  • Fixed issue with calendar "Today" navigation button displaying on the current date for Lite version users.
  • Fixed issue with calendar bay popular job templates dropdown space formatting.
  • Fixed issue with calendar bay popular job templates dropdown not displaying in some cases.
  • Fixed issue with calendar holiday icon displaying on week view in some cases.
  • Fixed issue with message variables inadvertently displaying on custom message template options if manually entered into message content.
  • Audit information formatting fixes.