What's New

New / Improved

• (improved) Invoice default sorting: invoices with status Draft now appear at the top of the list, and all other invoices are sorted by creation date. Trade invoices no longer stay fixed at the top and are now sorted like normal invoices.
• (improved) Invoice numbering and prefixes: you can now start invoice numbers from 1 whenever a new invoice prefix is saved in the system.
• (new) Admin Notes field added to Appointments. Now you can store information that are only visible to admins and staff members.

Fixed

• (fixed) Search and filtering on the Reminders table now work correctly.
• (fixed) The Show additional fields on PDF option is now saved correctly when updating other settings.
• (fixed) The Fix Invoice Number automatically option will now correctly adjust your next invoice number based on the selected prefix and numbering format.
• (fixed) Job Cards are now displayed correctly when Pipeline mode is enabled.

New

• (new) Calendar popovers now work on touch-enabled devices. Tap once to show the popover; tap again to open the document.
• (new) Show a green tick icon on the calendar for completed/finished appointments, job cards, events, and tasks.
• (improved) Appending data from a job card to an invoice: the order in which you tick the checkboxes is now the order of the attached notes.

Fixed

• (fixed) When the Customer Portal was turned off for all customers, the Booking Appointment window was not loading providers and timeslots.
• (fixed) Booking Appointment form was not saving customers’ telephone numbers in the database.
• (fixed) Job Card now unlinks from the related Quote/Invoice when the Invoice or Quote is deleted.
• (fixed) Job Card preview on the Customer Portal sometimes showed stray characters between lines; output cleaned.
• (fixed) Licence plate was not displayed correctly on PDFs for countries other than UK and IE.

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• (fixed) Appointment reminders were sometimes marked as “missed” due to timing edge cases; sending window logic improved.
• (fixed) Bulk MOT Updater (Year update enabled) was incorrectly setting 2025 as the vehicle manufacture year.
• (fixed) Manual email/SMS appointment reminders could be sent twice when triggered from the Appointment view.
• (fixed) Manual appointment reminder used the Appointment Confirmed template instead of the Appointment Reminder.
• (fixed) Customer Portal returned an error when disabled in Settings.

• (new) Year, Colour and NCT due date added to FREE VRM Lookup for IE
• (new) Isle of Man VRM Lookup added

• (fixed) Calendar 3-month overview no longer causes an unresponsive Dashboard
• (fixed) Sage report now assigns MOT item lines correctly
• (fixed) New Vehicle screen no longer shows an error when Make is selected
• (fixed) MOT and Next Service dates are now formatted correctly
• (fixed) Invoiced Job Cards can now be set to Completed

• (new) Calendar popover controls: choose whether popovers are interactive (you can click links, copy values or attach documents) or non-interactive (they close as soon as the mouse leaves the event). Set a default placement (left, right, above, or below), and choose which data blocks appear for each popover type (times, services, documents, customer, vehicle).<br/>
  New options are available in Setup -> Settings -> Calendar -> Hover Previews

• (new) Recovery system: automatically restores your GI app if anything goes wrong during an automatic update (creates a restore point before updating and rolls back if validation fails).

• (fixed) Job Card popover on the calendar sometimes showed stray characters between lines; the output has been cleaned up.
• (fixed) Discount code field on the customer invoice preview now shows only when at least one discount code exists in the system, avoiding an empty control.
• (fixed) Saving an invoice in Draft status incorrectly changed it to Unpaid; it now remains Draft after saving.
• (fixed) Custom Email/SMS dropdown would not allow selecting multiple customers after running a search; multi-select now works as expected.
• (fixed) Mileage was not always visible on invoice PDFs; it now renders reliably.
• (fixed) Mileage column on the Vehicle Overview screen did not always display mileage for documents; it now shows consistently.
• (fixed) Vehicle info layout and labelling improved on invoice PDFs for better readability.
• (fixed) Legacy appointment booking form URL now redirects to the new form.
• (fixed) Admin Notes restored on the Vehicle Overview screen.
• (fixed) Appointments view previously showed the primary contact instead of the contact assigned to the appointment; it now shows the correct contact.
• (fixed) Duplicate-prevention rules were too strict and blocked adding a similar appointment for the same customer, date, and time when the vehicle was different; the rules have been relaxed to allow this.
• (fixed) Popovers did not refresh immediately when a second document was attached to an event, appointment, or job card; they now update instantly.
• (fixed) SMS trigger for quote/estimate expiry notifications was unreliable; this has been corrected.

New / Improved:

• (improved) Appointment Booking Form behaviour when embedded on external websites.

Fixed:

• (fixed) Customer data not displaying in some tables when parts of the address were missing.
• (fixed) Further optimisation for tablets on the Vehicle Overview screen and top bar.

• (fixed) Some appointments created in the legacy system were not appearing in the calendar.
• (fixed) Header icons were not displaying correctly on tablets.

New / Improved

• (improved) Invoice default sorting: invoices with status Draft now appear at the top of the list, and all other invoices are sorted by creation date. Trade invoices no longer stay fixed at the top and are now sorted like normal invoices.
• (improved) Invoice numbering and prefixes: you can now start invoice numbers from 1 whenever a new invoice prefix is saved in the system.
• (new) Admin Notes field added to Appointments. Now you can store information that are only visible to admins and staff members.

Fixed

• (fixed) Search and filtering on the Reminders table now work correctly.
• (fixed) The Show additional fields on PDF option is now saved correctly when updating other settings.
• (fixed) The Fix Invoice Number automatically option will now correctly adjust your next invoice number based on the selected prefix and numbering format.
• (fixed) Job Cards are now displayed correctly when Pipeline mode is enabled.

New

• (new) Calendar popovers now work on touch-enabled devices. Tap once to show the popover; tap again to open the document.
• (new) Show a green tick icon on the calendar for completed/finished appointments, job cards, events, and tasks.
• (improved) Appending data from a job card to an invoice: the order in which you tick the checkboxes is now the order of the attached notes.

Fixed

• (fixed) When the Customer Portal was turned off for all customers, the Booking Appointment window was not loading providers and timeslots.
• (fixed) Booking Appointment form was not saving customers’ telephone numbers in the database.
• (fixed) Job Card now unlinks from the related Quote/Invoice when the Invoice or Quote is deleted.
• (fixed) Job Card preview on the Customer Portal sometimes showed stray characters between lines; output cleaned.
• (fixed) Licence plate was not displayed correctly on PDFs for countries other than UK and IE.

Refresh your browser cache: Windows (Ctrl+F5); macOS (Command+Shift+R).
On mobile devices, clear the cache in the browser settings.