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Nov 4, 2026 - CRM Release Notes

Release Date

November 4, 2026

New Features/Improvements

  • We’ve added a Yard filter in Route Manager to search for routes that start at the yard(s) you filter for.

  • Improved the performance of the Advanced Board and List views in Route Manager.

  • When creating a customer list (account groups), we now show their Balance Due in the Summary before you create.

  • You can now reactivate accounts without reactivating its locations and services, as well as schedule reactivations for future dates.

  • Driver paths now display with respect to their route’s color and use arrowheads to show path direction.

  • You can now create Containers for portable toilets, handwashing stations, and restroom trailers.

Bug List

  • Fixed an issue where a delivered or swapped container was marked as Available in a yard instead of associated to a customer’s service.

  • Fixed an issue where postcard invoices would show the service line’s total, with fees, taxes, and discounts folded in, instead of the service rate.

  • Fixed an issue where routes with stops on Hold showed as Incomplete instead of Complete.

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