We’re excited to announce the release of version 5.0.1, which brings a powerful new feature – the analysis area – and a wide range of enhancements across key modules. Here’s what’s new:
New Features
- Analysis: Introduced a brand-new Analysis area, including a dedicated screen for searching through Agreement Items, making it easier to locate and evaluate key data.
Enhancements
Major Workflow & Feature Improvements
- New Business: New Agreement Wizard introduced, offering a more efficient and guided setup process.
- Leads: Added “Copy to New Business” with an improved workflow.
- Manifest: Deliveries can now be rescheduled in a single step, simplifying the process significantly.
- Route Admin:
- New ability to move jobs up/down in the sequence when multiple weeks are involved (6-weekly, 12-weekly, yearly, etc.).
- Now shows other jobs for the selected site, improving visibility for planners.
User Interface & Usability Enhancements
- Agreements:
- All stages now include a Contacts tab for quick access to site contacts.
- Depot / Supplier / Leads: Updated with a new popup style and ability to select contacts from any existing contacts.
- Contacts: Adding a new contact now shows existing contacts within the organisation unit to reduce duplicates.
- Drivers: New Timesheets tab added to Driver profiles and the Manifest area (enabled when the mobile version is released).
Search & Navigation Improvements
- Leads: Improved search functionality for faster, more accurate results.
- Overview: Enhanced search capabilities for better data access.
Related Videos
For any questions or support, please get in touch. You can now raise a ticket by using the chat widget in the bottom right of the screen.