BytePhase Software Update 2026: Latest Features, New Tools & Improvements for Repair Shops

October 2026 - Main Release

Our October release brings WhatsApp to every shop, with campaigns, wallet top-ups from ₹10 and ₹50 free balance to get you started. You can also buy extra business slots without changing your plan, see upgrade costs upfront, and confirm job delivery with an OTP.

Where a feature needs a particular plan, or is only for shops in India, it is marked in brackets.

  • New Features
    • WhatsApp Business API
      Talk to your customers on WhatsApp from your shop’s own number, right inside BytePhase.

      • Connect your number from Settings → Integrations → WhatsApp → Connect Your Number
      • Send job sheets, invoices, payment receipts and payment reminders with the PDF attached
      • Customers can approve or reject a quotation on WhatsApp without logging in
      • Built-in WhatsApp chat: reply to customers, share photos and files, and see unread messages
      • Add quick-reply, website and call buttons to your message templates
    • WhatsApp Campaigns (Standard and above)
      Send one personalised message to many customers, employees or leads at once.

      • Pick an approved template and fill each blank with the person’s own details or your own words
      • Choose your audience with filters and see how many people it will reach
      • Send now or schedule for later, save drafts and send yourself a test message
      • See the cost before you send, and track delivery, reads and what the campaign actually cost
    • Pay-as-you-go WhatsApp wallet
      • No setup fee and no monthly WhatsApp fee: recharge from just ₹10 and pay only for the messages you send
      • Your balance never expires, and every charge appears on your statement
      • See your balance in the profile menu
      • ₹50 free added to your WhatsApp wallet so you can try it out
    • Extra business slots (India)
      Add more businesses than your plan includes, without moving to a higher plan.

      • Buy as many slots as you need
      • Pay only up to your plan’s renewal date, or for a full term
      • Clear pricing with GST shown at checkout
    • BytePhase Help Center
      Step-by-step articles that explain every feature and help you get more out of BytePhase.
Improvements :-
  • Plans and billing
    • See what an upgrade costs today, based on the days left on your current plan
    • Switch from monthly to yearly, with your unused balance adjusted
    • View and print your credit notes under Plan & Billing (India)
    • Correct CGST/SGST or IGST on your invoices (India)
    • More time to approve a card payment, and clearer reasons when a card is declined (outside India)
  • Jobs
    • Secure delivery: confirm the customer with a one-time code (OTP) before a job is delivered
    • Set pickup and drop locations from a Google Maps link, your current location or a pin on the map
    • Job counts for every status in the status filter and export
    • Assigned jobs now include closed, returned and cancelled jobs
  • Invoices, rentals and AMC
    • Tax rate shown under the tax name, CGST listed before SGST, and total discount above the grand total
    • Every available device now shows in the rental contract device picker
    • AMC service receipts show the device type, brand, model and serial number
  • Dashboard — assigned leads and tasks now include closed and completed items
Bug Fixes :-
  • Quotations — editing a job quotation now opens the new revision
  • Masters — no more false “name already exists” error when editing a record
  • iPad — the notification bell and profile menu stay on screen in portrait
  • Mobile — the last card in a list is no longer hidden behind the bottom menu
  • Self check-in — the link on your shop profile now opens the right page

Thank you for growing with BytePhase. Questions about this release? Use Help → Request a callback in the app.

September 2026 - Main Release

One of our biggest releases yet, available now on the web, Android and iOS. Run more than one business from a single login, get enquiries from your website straight into BytePhase, send PDFs with every customer email, and print exactly the way you want.

Where a feature needs a particular plan, or is only for shops in India, it is marked in brackets.

  • New Features
    • Multiple businesses in one account
      Bill under more than one name from a single login — for example a GST-registered repair business alongside an unregistered retail counter.

      • Each business has its own name, GST/VAT number, address, logo, signature, bank accounts, UPI IDs, document numbering, terms, print settings, stock, purchases and expenses
      • Your customers, staff and everyday setup stay shared
      • Switch business from the top of the sidebar
      • Every document prints the details of the business that raised it
      • Document numbers carry the business’s 2-letter short code, for example AB-IN26-
      • Start a new business from scratch, or copy an existing one with its stock, services, logo, print settings and terms
      • Filter reports by business; global search still finds records in every business
      • A business that isn’t GST/VAT registered hides tax fields and prints plain “Invoice”
      • Businesses per plan: Lite 1, Basic 1, Standard 2, Enterprise 2 per branch
    • Leads straight from your website
      Every enquiry becomes a Lead or a Self check-in on its own — no more copying from emails or spreadsheets.

      • Integrations now have their own area in Settings, with a new Website & Forms section
      • Free BytePhase Connector plugin for WordPress: ready-made lead and self check-in forms, plus Contact Form 7 and Elementor Pro Forms
      • Also works with Zapier, n8n, Typeform, JotForm, Tally, a copy-and-paste form for any website, and a REST API for developers
      • IndiaMART and Justdial enquiries arrive as leads (India)
      • Form fields are matched for you, and anything extra is kept on the lead
      • An activity log shows every enquiry that came in
      • See your Google Calendar or Microsoft 365 events alongside your jobs, tasks, pickups and AMC visits
    • PDFs on customer emails
      • Customer emails now include the PDF: job sheets, invoices, quotations, sales, payment receipts, delivery challans, diagnosis reports, AMC contracts and service receipts, rental contracts and pickup & drop receipts
      • If a PDF can’t be attached, the email still goes out and the Message Center tells you
    • WhatsApp from your own number (early access)
      • Send from your own WhatsApp number — even one already on the WhatsApp Business app — or from BytePhase’s number with a prepaid balance (India)
      • Job, invoice and quotation messages go out on their own once WhatsApp approves the wording, with the PDF attached
      • A Messages inbox with one conversation per customer: live replies, photos, documents and alerts
      • Bring in phone contacts as customers — only the ones you pick
      • See which message templates WhatsApp has approved, with a warning for wording it would reject
    • Faster sales, billing and payments
      • A new Create sale page laid out like the invoice itself
      • Add services and parts right on jobs, sales, purchases, quotations and invoices, with keyboard shortcuts and barcode scanning
      • Bill discount in amount or %, before or after tax
      • Payment terms and due dates on sales, with Overdue shown for you
      • Tax shown by type (for example CGST and SGST), a Round off switch on every document, and an optional note
      • Tap the balance due on any list to collect payment
      • PhonePe payment requests, card machines and payment QR codes (India)
      • Bulk payments clear a customer’s oldest dues first
      • Tiny leftover amounts now settle as Paid, with a new Nothing due status
      • Approve or reject quotations from the list, and switch between revisions
      • Several bank accounts and UPI QR codes per business, picked per document
    • New print settings
      Printing now lives on one screen with a live preview, saved separately for each business.

      • Themes: Classic on every plan; Modern (in your own colour) and Compact on Standard and above — for A4 and thermal receipts
      • Separate settings for job sheets, invoices, delivery challans, quotations and sale invoices, or one setup for all
      • Choose what prints, section by section — including hiding your logo, name, address or tax numbers
      • Your own title on every document
      • A4, A5 and Letter; 58mm and 80mm thermal; five label sizes
      • The preview uses sample data in your own country, currency and tax
      • The technician copy is now a sticker for the device; delivery and AMC stickers carry your shop name and logo
      • Barcode labels for parts and rental devices, with the details you choose
      • Print pages you can pinch to zoom on your phone
    • Signatures and shared documents
      • Customers, suppliers and staff can sign on screen (Standard and above)
      • Customers can also sign from the link you send them
      • Draw your business signature instead of uploading one
      • Shared links open a page with your business branding, where customers can approve quotations, print, download and sign
    • A redesigned mobile app
      • Every list shows as cards, with Call and WhatsApp on each one
      • An “Assigned to me” page with all your jobs, pickups, leads, tasks and AMC services
      • The Job Action Hub puts every job action and document in one place
      • New job, AMC and rental overviews
      • Scan a QR code or barcode to find a record
      • A new dashboard with trend lines
      • Android 16 support, new iOS app icons, and a gentle vibration when you tap
Improvements :-
  • Settings and forms
    • A new Settings home where you can search any setting by name
    • Change list settings without losing your filters
    • Form setup for jobs, sales, leads and customers: hide the fields you don’t use and set default values
    • Add a missing brand, model, service and more without leaving the form
    • A warning before you leave a form with unsaved changes
    • After saving, one screen to print, message the customer or create another
  • Jobs, lists and customers
    • Filter jobs by stage, and change status or who it is assigned to straight from the list
    • A warning when a serial or IMEI already has an open job
    • Create jobs in bulk, with services and parts for each device
    • Customers can see where their device is in the customer portal, which has a new home page
    • Status counts on every list, plus better search, sorting and date filters
    • Exports arrive by email so you can keep working
    • One profile layout for customers, staff, leads, suppliers and vendors
  • Leads, team and account
    • A quick six-field lead form, with one-tap follow-up dates
    • Numbered self check-ins with their own page and approve button (Standard and above)
    • Barcodes, tags, labels and history for rental devices
    • A Permissions tab for each staff member, and copy access from another (Standard and above)
    • See each staff member’s workload on the list
    • Refer & earn from the profile menu
    • A tidier account menu, with two-step login for every staff member
    • Renewal reminders, and read-only access to your data if your plan expires
  • Everyday use
    • Opens faster, with clearer form errors
    • Dates, amounts and statuses look the same everywhere
    • Easier to use for everyone, and all 8 languages updated
Good to know :-
  • Customer messages no longer go out the moment a record is created — they go when you click Send & close on the screen after saving
  • New sales get a 30-day due date by default, so unpaid sales show Overdue after 30 days
  • Purchases, expenses, parts and stock now belong to a business
  • Send UPI link has been removed from jobs and sales
  • Email marketing now lives inside the Mailchimp integration
  • In Settings, “Money & Tax” is now Payment & tax, and “Fields shown” is now Form setup
  • Your saved column layouts may reset once after this update
Bug Fixes :-
  • Billing — invoice totals, tax splits, overdue dates, bulk payments and round off
  • Printing — A4 totals, UPI QR images, thermal layout and barcode labels
  • Mobile — iOS dropdowns and zoom, pop-ups and dark theme
  • Reports — business filters and exports
  • Security — stronger protection for permissions, accounts, shared links and file uploads

Thank you for growing with BytePhase. Questions about this release? Use Help → Request a callback in the app.

August 2026 - Week Release Day 4

Day 4 of our August week of daily releases. Today we’re introducing the BytePhase Assistant — your new in-app AI support assistant designed to help you get answers faster, without waiting for the support team. Alongside it, we’re also introducing My Tickets, enhanced AMC device information, configurable lead details, and several UI and accessibility improvements.

  • New Features
    • Meet the BytePhase Assistant  🎥 Watch Full Video
    • Get instant answers about BytePhase features, settings, workflows, and navigation — directly inside your account.
      • Ask how to create invoices or quotations
      • Find tax settings and repair statuses
      • Learn how to manage inventory and purchases
      • Find support tickets and review request options
      • Get answers to common product and usage questions
    • Answers Based on Your Screen
      The Assistant understands the page you’re currently using, so its answers are more relevant to your current workflow instead of generic guidance.
    • Support in Your Language
      The Assistant responds according to your account language and locale, making it easier for your team to get help in your preferred language.
    • Connect Directly with Support
      If your question needs human assistance, hand over the conversation to our support team.

      • If an agent doesn’t respond within the configured time, a support ticket is automatically created
      • The ticket number is shown directly in the chat
      • The ticket number is also sent to you by email
      • Track and reply to the ticket from the new My Tickets section
    • Never Miss an Agent Reply
      An unread notification badge appears on the Assistant icon and browser tab whenever a support agent sends a new reply.
    • Reliable Connection
      If your internet connection temporarily drops, the Assistant automatically reconnects and displays a reconnecting status instead of silently stopping the conversation.
    • Support Tickets — My Tickets
      Manage all your support requests from one place under the Help Center.

      • View all tickets raised by you
      • Check ticket status
      • View the complete conversation
      • Reply directly to the support team
      • Track tickets created through the BytePhase Assistant
      • Track tickets created through the Request a Callback form
      • Use ticket numbers from chat or email to quickly identify your requests
    • Enhanced AMC Device Information
      AMC device records now provide more detailed information and better export capabilities.

      • Add and search by User Name and Department
      • Export device information to Excel
      • Added a departments endpoint
      • Device exports are correctly limited to the selected contract and date range
      • AMC complaints now include associated device information
    • Configurable Lead Details
      Customize the lead detail form based on what your team actually needs.

      • Choose which fields are displayed
      • Keep lead management focused and easier to use
  • UI & User Experience Improvements
    • Fixed dark mode issues with light panels and buttons
    • Organized workflow settings into clearer sections
    • Fixed dashboard trend badge overlapping
    • Improved pagination and list/grid stability
    • Improved screen-reader descriptions for icon-only buttons
    • Improved keyboard accessibility for actions that previously required mouse interaction

Good to know :-

  • Open the BytePhase Assistant using the chat icon in the top bar on desktop
  • On mobile, use the floating chat button
  • Up to 99% of common BytePhase queries can be resolved instantly by the Assistant
  • Questions requiring human assistance can be automatically converted into support tickets
  • Find My Tickets under the Help Center
  • The Assistant keeps you informed about agent replies with unread notifications
  • The Assistant automatically reconnects after temporary internet interruptions
  • AMC device information can now be exported to Excel with the selected contract and date range
  • Lead details can be configured based on your team’s requirements

Ask a question, get an answer, and keep working — all without leaving BytePhase.

August 2026 - Week Release Day 3

Day 3 of our August week of daily releases. Today we’re introducing the all-new Calendar — a smarter way to plan and manage your repair business. Instead of checking different sections of BytePhase for upcoming jobs, pickups, AMC renewals, tasks, or personal meetings, you can now view everything in one unified calendar.

  • New Features
    • One Calendar for Your Entire Business
      All your important business activities appear automatically — no manual entry required.

      • Repair job delivery dates
      • Tasks and reminders
      • Pickup & Drop schedules
      • AMC renewals and upcoming service visits
      • Warranty and software expiry dates
      • Google Calendar and Microsoft Outlook / 365 events
      • Every event is clickable — open the related Job, Task, Pickup, or AMC record instantly
    • Multiple Calendar Views
      Choose the view that works best for you.

      • Month, Week, Day & Agenda views
      • Jump to Today or navigate between dates with a single click
    • Never Miss Important Work
      The Calendar highlights what needs your attention.

      • Today’s scheduled work
      • Upcoming pickups and deliveries
      • AMC renewals and lead follow-ups
      • Due invoices and overdue activities that need immediate attention
    • Create Personal Events
      Create your own meetings and reminders directly from BytePhase.

      • Sync with Google Calendar and Microsoft Outlook / 365
      • Your events automatically appear across your connected devices
    • Better Team Planning
      Business owners and administrators can switch between employees to view individual schedules.

      • Assign work and manage workloads more easily
      • Check availability before committing to customers
Good to know :-
  • Find the Calendar in the sidebar (or under More → Calendar on mobile)
  • Your Internal Calendar works immediately — no setup required
  • A short guided tour starts the first time you open the Calendar
  • Google and Microsoft Calendar connections are optional — connect or disconnect at any time
  • Personal calendar events remain private to each user
  • Available on both Web and Mobile across all BytePhase plans

August 2026 - Week Release Day 2

Day 2 of our August week of daily releases. Today we’ve launched the all-new Reports — our biggest reporting upgrade yet. 25 new reports give you a much clearer picture of your repair business: jobs, sales, revenue and team performance. This is the first set, and more reports arrive over the next 2–3 weeks.

  • New Features
    • Jobs Reports (17 reports)
      See exactly how work is moving through your shop.

      • Job status and flow
      • Technician performance
      • Device brand and type
      • Turnaround time and job age
      • Revenue trends and warranty returns
    • Sales Reports (8 reports)
      Track what your shop is actually earning, and where it comes from.

      • Daily and hourly sales
      • Customer-wise and employee-wise sales
      • Top selling parts
      • Payment status and sales trends
    • On every report
      • Summary cards with the numbers that matter at a glance
      • Charts you can read without exporting anything
      • Compare this period against the previous one
      • Month-by-month trends
Coming over the next 2–3 weeks :-
  • Financials — payments, expenses, purchases, and profit & loss
  • Operations — inventory, customers, employees, and leads
  • Service — AMC, quotations, and commission
  • Business — targets, business health, and self check-in
Good to know :-
  • Clicking Reports now opens the new experience by default
  • Your existing reports are still there — open them with the Old Reports button
  • Nothing to set up: no permission or plan changes, and it works in all 8 supported languages

August 2026 - Week Release Day 1

Day 1 of our August week of daily releases. You can now run your whole rental business from BytePhase, find the jobs you’re looking for far faster, and see exactly which device every AMC complaint or service belongs to — plus a set of fixes that make everyday work smoother.

  • New Features
    • Rental
      You can now manage your rental business directly from BytePhase. 🎥 Watch Feature Demo

      • Maintain a complete inventory of rental devices
      • Create rental contracts with flexible billing options
      • Generate recurring rental invoices automatically
      • Collect rental payments and manage security deposits
      • Return or replace rental devices during an active contract
      • Automatic renewal and overdue reminders
      • Share rental contracts with customers without requiring login
      • Track all rentals from a dedicated Rental Dashboard
      • Guided setup for first-time users
    • Jobs
      Managing repair jobs is now easier and more convenient.

      • Filter jobs by the assigned service technician
      • Quickly find jobs with or without invoices and quotations
      • View invoice and quotation numbers directly in the job list
      • Prevent editing or deleting parts after a job is completed (when enabled)
    • AMC
      Managing AMC contracts is now more convenient with better device visibility and tracking.

      • Select the linked device while creating an AMC Complaint or Service
      • View the linked device (Brand, Model & Serial Number) directly on AMC services and complaints
      • Search AMC services instantly using the linked device
      • View the number of covered devices for each AMC contract without opening it
Improvements :-
  • Bug Fixes
    We’ve resolved several issues to make your daily work smoother.

    • Fixed errors when deleting users with previous accounting records — you now see a clear message explaining why
    • Fixed quotation creation failing in certain situations
    • Fixed date and reminder issues for businesses in different time zones — overdue reports, dashboard counts, and AMC/Rental renewal emails now use your local date correctly
    • Fixed email sending issues caused by incorrect sender email settings; emails now automatically fall back to the default sender
    • Fixed display and usability issues affecting customer selection, payments, barcode scanning, charts, attachments, and dark mode
    • Fixed mobile display issues — action buttons, task lists, and job comments now fit properly on small screens
    • Fixed the app breaking immediately after an update; it now refreshes automatically to the latest version

August 2026 - Main Release

We’re excited to introduce one of our biggest BytePhase updates yet! This release delivers major improvements across Pickup & Drop, Mobile Experience, Accounting Integrations, Customer Communication, and overall platform performance to help you run your repair business more efficiently.

  • New Features
    • Pickup & Drop
      We’ve completely redesigned the Pickup & Drop module to simplify doorstep service management. 🎥 Watch Feature Demo

      • Completely redesigned Pickup & Drop workflow
      • Customer Self Check-In
      • Live customer tracking page
      • OTP verification during device handover
      • Google Maps navigation and route management
      • Pickup & Drop from Jobs, Sales, and Purchases
      • COD collection support
    • Mobile Experience
      The mobile app has been rebuilt to provide a faster and more intuitive experience.

      • Redesigned mobile navigation
      • Role-based home screens
      • Improved search experience
      • Sticky Save & Cancel actions
      • Better QR scanner
      • Improved layouts and navigation
    • Xero Integration
      Connect BytePhase with Xero for easier accounting.

      • Sync customers, products, invoices, and sales
      • Account mapping
      • Payment synchronization
      • Configurable invoice sync
      • Test mapping before syncing
    • QuickBooks Enhancements
      Expanded QuickBooks integration for better accounting automation.

      • Payment synchronization
      • Bulk customer synchronization
      • Automatic sales synchronization
      • Improved account mapping
      • Better inventory item support
    • Accounting Sync
      Track the status of your accounting synchronization directly from BytePhase.

      • Sync status across records
      • Retry failed synchronizations
      • Improved sync visibility
    • Customer Communication
      Stay connected with your customers more effectively.

      • Improved WhatsApp messaging
      • Notification Preferences for Email, SMS, WhatsApp, and Push Notifications
      • Default notification preferences for new accounts
      • Centralized Message Logs for communication history
    • Customer Management
      Managing customer information is now easier and more flexible. 🎥 Watch Feature Demo

      • Configurable customer forms
      • Customer tags
      • Improved customer creation experience
      • Mobile support for customer field customization
    • Meta Lead Management
      Capture and manage leads more efficiently.

      • Improved Meta Lead integration
      • Automatic lead assignment
      • Better lead follow-up reminders
    • White-Label Experience
      Deliver a fully branded experience for your business.

      • Improved custom domain support
      • Better branding experience
    • CCTV Repair Business
      BytePhase now supports CCTV repair businesses.

      • Dedicated CCTV repair business type
      • Camera-specific device management
Improvements :-
  • Lists & Search
    • Faster global search
    • Improved filters across all modules
    • Better barcode and SKU search
    • Improved list performance
  • Daily Operations
    • Larger file uploads (up to 25 MB) — photos taken on newer mobile phones are HD quality and much larger in size, and they now upload smoothly
    • Automatic image compression
    • Better AMC management
    • Improved permissions and upgrade experience
  • Bug Fixes
    We’ve fixed several issues to improve reliability and provide a smoother experience.

    • Fixed coupon discounts not applying correctly during eligible purchases
    • Fixed invoice download and email attachment issues
    • Fixed payment synchronization and billing processing issues
    • Fixed Pickup & Drop scheduling, tracking, and route management issues
    • Fixed job payment calculations and commission calculations
    • Fixed customer portal access and Self Check-In issues
    • Fixed lead creation using mobile number without requiring an email address
    • Fixed search, filters, tags, and list display issues
    • Fixed mobile navigation, QR scanner, popup, and keyboard display issues
    • Fixed notification delivery, WhatsApp messaging, and email template issues
    • Fixed attachment uploads, printing, and document generation issues
    • Fixed permission and access issues across different user roles
    • Improved platform security, data protection, and overall system stability

June 2026

We’re excited to introduce the BytePhase June 2026 Release with powerful new features, improved workflows, and enhanced performance to help you manage your repair business more efficiently. This update brings improved White-Label support, guided product tours, and many enhancements across the platform.

  • New Features
    • Add-ons & SMS Credits
      Purchase additional services whenever you need them.

      • Buy SMS credit packs instantly
      • Purchase White-Label as an add-on
      • Existing subscription remains unchanged when purchasing add-ons
    • International Support
      BytePhase now offers a better experience for international customers.

      • USD pricing support
      • Country-based pricing
      • Automatic tax calculation
      • Country-specific payment options
    • Guided Product Tours
      Learn BytePhase quickly with built-in interactive tours.

      • Welcome tour for new users
      • Job creation walkthrough
      • Team & Security guide
    • BytePhase AI Assistant
      The BytePhase AI Assistant is now available to all users.

      • Improved user interface
      • Floating assistant button
      • Faster access throughout the application
    • Archive & Restore
      Manage your business records with greater flexibility.

      • Archive unused records
      • Restore archived records when needed
      • Permanently delete supported records
    • White-Label Experience
      Deliver a more professional brand experience.

      • Install your business as a Progressive Web App (PWA)
      • Display your own business name and logo
      • Better custom domain experience
Improvements :-
  • AMC Management
    • Renewal and expiry filters
    • Better tax support
    • Improved activity tracking
  • User Experience
    • Faster customer and part search
    • Better activity logs
    • Improved email templates
    • Search for Quick Replies
    • Improved interface and navigation
  • Bug Fixes
    We’ve resolved several issues to improve reliability and overall performance.

    • Fixed Self Check-In OTP verification issues
    • Fixed QR code scanning for AMC and delivery stickers
    • Fixed GST calculation and subscription renewal issues
    • Fixed permanent delete and permission-related issues
    • Fixed printing and export inconsistencies
    • Fixed mobile and tablet navigation issues
    • Fixed WhatsApp, Zapier, and PhonePe integration issues
    • Improved platform security and overall system stability
  • Mobile App
    • Updated Android app with performance improvements
    • Improved splash screen
    • Better payment notification handling

April 2026

  • New Features

    • Employee Performance Report
      • Advanced performance analytics with charts
      • Excel export support
      • Activity summaries & improved reporting accuracy
    • Accounting & Customer Ledger
      • Complete double-entry accounting system
      • Customer ledger with debit/credit tracking
      • Receivable summary with opening balances
      • Ledger inside customer profile with export (PDF/Excel)
      • Auto-sync with Jobs, Sales, AMC & Payments
    •  Bulk Job Creation
      • Create multiple jobs at once with per-device configuration
      • Individual QR codes, attachments & pattern locks per device
      • Inline creation for brand, model, accessories
      • Customer notifications triggered on bulk creation
    • Commission Management
      • Dedicated commission module for employees
      • Commission profiles, periods & adjustments
      • Dashboard commission insights
    • White-Label & Custom Domains
      Run the software entirely on your own domain or subdomain — no third-party branding.
      • Use your own custom domain (e.g., yourcompany.com) or subdomain (e.g., app.yourcompany.com)
      • Secure SSL setup included for safe and trusted access
      • Fully white-labeled experience with your logo and favicon
      • All customer interactions (SMS, WhatsApp, Email links) use your domain — not ours
      Your brand stays front and center, while the system runs seamlessly in the background.
    •  Integrations
      • Zapier integration
      • Meta (Facebook/Instagram lead capture)
      • Shiprocket shipping integration
      • Card machine payment support
      • PhonePe improvements
    • AMC Enhancements
      • Renewal & expiry tracking
      • Contract sticker printing
    Improvements :-
    • Jobs & Workflow
      • Closed-without-invoice filter
      • Advance payment visible on job sheet
      • Auto Google review request on job completion
      • OTP-based job status tracking
      • Restrict adding parts after job closure
      • Support for zero/insufficient stock parts
    •  Inventory & Parts
      • SKU support across invoices, quotations & prints
      • Improved part import (auto mapping)
      • Larger field limits & better data handling
    • Reports & Dashboard
      • New dashboard cards
      • Enhanced service & job reports
      • Commission insights added
    •  Mobile Number Handling
      • Country code standardization
      • Improved formatting across system
    •  Frontend UX
      • Improved mobile UI (spacing, scrolling, alignment)
      • Better data grid search & filters
      • Theme fixes and consistency updates
      • Refactored permissions & plan handling
    •   Bug Fixes
      • QR code issues in cloned jobs resolved
      • Duplicate country code in SMS fixed
      • Payment, tax & refund calculation fixes
      • Notification URL issues resolved
      • Image handling & gallery improvements
      • Tenant login & activation fixes
      • Various UI glitches and alignment issues fixed
      • Push notification stale-token issues resolved
    • Android App (v27)
      • Native QR code scanner (faster & reliable)
      • Predictive back gesture support (Android 14+)
      • Improved splash screen & navigation

February 2026

 

  • New Features
  • Data Recovery — Recovered File Verification with OTP & Customer Signature
    • Introduced a complete directory scan workflow for recovery cases.
    • Clients can confirm recovered data using a secure OTP flow via public link.
    • Large scan data uploads supported with chunked transfers to cloud storage (S3).
    • Timeline view displays scan and verification progress clearly.
    • WhatsApp and email alerts triggered at important verification stages.
    • Every verification action recorded in the activity log.
  • Diagnosis Report
    • Added a structured diagnosis report module for repair jobs.
    • Generate, review, and print detailed technical reports.
    • QR code included for instant access to report details.
    • Thermal print option available (hidden from the standard diagnosis screen).
    • Reports shared securely via signed links.
  • Two-Factor Authentication (2FA)
    • Optional OTP-based login security.
    • Secret key generation managed in account settings.
    • Works seamlessly with password authentication.
  • Microsoft 365 Calendar Sync
    • Jobs and tasks sync with Microsoft 365 Calendar.
    • Create and manage events directly from the dashboard.
  • Job Type & Payment Type Management

    • Create, modify & delete Job Types and Payment Types.
    • Cleaner placement in Business Settings for easier access.
    • Payment type filter added inside Payment List.
  • Job Status Tracking
    • Cleaner public tracking interface.
    • QR-based tracking via job sheet scan.
    • OTP auto-verification once all digits are entered.
    • Device type displayed for clarity.
    • Customers can post comments.
    • Optimised QR scanning for mobile devices.
  • Import Module Rebuilt
    • Unified BaseImport system across Customers, Leads, Parts, Employees, Devices.
    • Faster processing with caching and batch transactions.
    • Duplicate records clearly reported.
    • Security improvements on all import routes.
    • Tax code column added to Part import.
  • Archive, Restore & Permanent Delete
    • Full archive lifecycle introduced across major modules.
    • Supported for Jobs, Customers, Leads, Sales, Purchases, Invoices, Quotations, Employees, AMC, Pickup/Drop, Parts, UPI Links, and Backup Drives.
    • Prevents duplicate creation if a matching archived record exists.
    • Archive filter added to grids.
    • Archived records display with a distinct visual marker.
  • Notification Templates Revamp
    • Completely redesigned template editor for Email, SMS, and WhatsApp.
    • Context-aware variables shown based on selected template type.
    • Autocomplete support while inserting variables.
    • Templates available for major events:

      • Job lifecycle updates
      • Quotations, invoices, payments
      • AMC services and complaints
      • Pickup/Drop and OTP verification
      • Self check-in
      • Tasks and comments
      • Data recovery verification
  • Multiple Business Types
    • Tenants can enable multiple service categories (e.g., Mobile + Laptop Repair).
    • Device types, brands, and models auto-filter accordingly.
    • Business type cards display device and accessory counts.
  • Weekly & Monthly Reports
    • QR Codes — System-wide
    • QR codes added to all major print templates (Job Sheet, Invoice, Quotation, Sale, Purchase, AMC, Technician Copy, Diagnosis).
    • Configurable position and size.
    • QR generation moved to backend for consistency.
  • Customer Message Center
    • Unified message history tab inside Customer profile.
    • View Email, SMS, and WhatsApp logs in one place.
  • Country Code Support
    • Country code selector added across all mobile number fields.
    • Enables proper handling of international numbers.
  • EDC / PhonePe Terminal Payments
    • Terminal configuration added for PhonePe integration.
    • Unified payment modal for Jobs and Sales.
    • EDC hidden if no terminal configured.
    • Payment options automatically restricted for non-Indian tenants.

Improvements

  • Business Settings redesigned with accordion layout.
  • Bulk payment exports enhanced (comments + timestamps).
  • GST-compatible sales export includes tax codes.
  • Faster inventory export and improved task/expense reports.
  • Mobile UI enhancements: pull-to-refresh, skeleton loaders, haptic feedback, quick actions.
  • Help page rebuilt with tutorials and quick links.
  • Configurable notification signatures.
  • Pre & Post condition tracking for jobs with activity log visibility.
  • Email queue refactored using Horizon + Supervisor.
  • Setup wizard reduced to 3 streamlined steps.
  • Translation support expanded (Italian, Lithuanian, European Spanish).
  • Google address autocomplete integrated.
  • Currency formatting standardised globally.
  • Job form fields configurable via admin popup.
  • Unique part name validation during creation and import.
  • Integration cards displayed plan-wise.
  • Improved Android navigation and splash experience.
  • Faster job search with indexing and caching optimisations.

Bug Fixes

  • Major fixes across:
    • Authentication and login issues.
    • Job cloning, outsourcing, and sequence conflicts.
    • Payment modal, bulk payments, UPI, and EDC issues.
    • Employee permission and activation handling.
    • Import mapping and duplicate reporting corrections.
    • Mobile navigation, dark theme, and layout inconsistencies.
    • Printing errors (QR codes, thermal print, receipts, signed links).
    • AMC, pickup/drop, and attachment display issues.
    • Notification count accuracy and SMS integration fixes.
    • Stability improvements addressing null values and translation errors.
    • Setup wizard selection resets resolved.
    • File download duplication fixed.
  • Technical Updates
    • Major infrastructure upgrade to Tenancy v4 for stronger isolation and routing.
    • Frontend upgraded to Angular 19/20 with dependency updates.
    • Rebuild added for faster build performance.
    • Policy-based authorization implemented across controllers.
    • Horizon + Supervisor configured for queue monitoring.
    • Archive management traits added to soft-deletable models.
    • barcode_number renamed to qr_code in job and sale tables.
    • Country & State seeder introduced for fresh tenant setups
    • en-US added as fallback locale.

December 2025

New Features

  • Google Calendar Integration
    • Connect your Google Calendar directly with the scheduler.
    • Create, edit, and manage Google events from the dashboard.
    • Switch between Google & system events seamlessly.
  • Actionable Dashboard (Revamped & Powerful)
    • 4 view modes — List, Table, Card & Kanban.
    • Track quotations, jobs due, payments pending, unread comments & more.
    • Click an item to open the related list instantly
    • Zero-count items auto-hidden for cleaner visibility.
  • Barcode Scanning Supportt
    • Scan serial numbers using barcode scanner in:- New Job form
      – Backup drive form
      – Device information form
    • Faster input with higher accuracy.
  • Print Size Settings & Printer Configurations
    • Configure multiple print layouts: 80mm POS, A4, 50×30mm barcode & 12+ formats supported.
    • Printer presets available for thermal, standard & label printing.
    • Print layouts now responsive across all paper sizes.
    • Custom sizes supported on request.
  • Job Type & Payment Type Management

    • Create, modify & delete Job Types and Payment Types.
    • Cleaner placement in Business Settings for easier access.
    • Payment type filter added inside Payment List.

Improvements

  • User & Customer Experience Enhancements
    • Customer list filter for Active / Inactive status.
    • Customer Account Deletion now available.
    • Cleaner login screen with improved keyboard navigation.
  • Settings & Configuration Upgrades
    • New Important Links Tab — copy links for website buttons.
    • Contextual help notes added across major settings including logo, email, taxes & printing.
    • Payment Type filter integrated in Payment List.
  • Self Check-In Enhancements
    • Users can now upload device images during check-in.
    • View images directly from listing via View.
    • OTP auto-validation — no manual override once entered.
    • Improved spacing and layout across print/PDF formats.
    • Next update) Images will auto-sync to job after conversion.
  • Device Selection UI Enhancements
    • Dropdowns for Device Type, Brand, Model & Accessories now support images/icons.
  • Performance & Optimization

    • Faster UI load with optimized fonts and scripts.
    • Reduced bundle weight by removing unused libraries & fonts.
    • General browser performance tuning for smoother navigation.
  • Internationalisation & Format Fixes

    • Consistent Language & Global Usability
    • Updated and corrected missing translation strings across the system.
    • UI labels made uniform across modules for better clarity.
  • Region & Locale Formatting
    • Date & Time formatting standardized across job cards, invoices, PDFs and receipts.
    • International-friendly format support across scheduler & job timelines.
  • Currency & Number Normalization
    • Consistent currency output across billing, estimates & job records.
    • Commas, spacing & decimal formatting now uniform across all modules.

Bug Fixes

  • Mobile App
    • PDF download issue resolved.
    • Print functionality fixed across Android TWA & App.
  • System-Wide Fixes
    • Notification popup for Send Notification now works correctly.
    • Filter Persistence — fixed globally: Apply filters → Open a record → Return back → Filters remain active.
    • UI alignment fixes in multiple screens including dark mode, dropdowns & print layouts.

November 2025

New Features

  • Employee Tracking Enhancements
    • Employees can now start a delivery or pickup directly from the tracking interface.
    • Provides better visibility of active delivery and pickup activities.
    • Improved UI for tracking and smoother integration with mobile features.
  • Self Check-In Improvements
    • Completely refreshed Self Check-In UI with a cleaner, more user-friendly design.
    • Added an option to show or hide service prices, allowing more flexibility based on business preferences.
    • New functionality to auto-convert first-time users into customers when they fill out the self-check-in form.
    • Added a global setting to enable or disable service price visibility during self check-in.
    • Images are now supported for Device Types, Brands, and Models on Self Check-In. This visual enhancement allows customers to confirm selections easily, reducing errors and ensuring a faster, more accurate experience.
  • Vendor & Job Management
    • Added a “Select Outsource Vendor” filter under the Outsource Job tab to quickly find relevant vendor assignments.
    • Introduced status auto-update — when adding a new customer, the system now automatically marks them as “Converted” (similar to lead conversion).
  • Uploads & Attachments
    • Added image upload functionality in popups for Device Type, Device Model, Brand, and Accessory.
    • Added an Attachment column to listings for Device Brand, Device Type, Device Model, and Accessory for quick file access.

Improvements

  • Setup Wizard: Added selectable device type cards for a more visual setup experience.
  • Stock Parts: New “In Stock” filter added to the Inventory Listing page for instant stock status.
  • Printing: Fixed and improved the display of branch names print templates.
  • User Interface: Overall refinements to improve consistency, spacing, and responsiveness across views.

Bug Fixes

  • Job Creation: Fixed critical issue causing multiple job creations on both web and mobile platforms.
  • Device Type Selection: Resolved issue where device type auto-selection occurred incorrectly while creating a brand.
  • Mobile Filters: Fixed filter functionality on mobile devices to ensure accurate data display.
  • WhatsApp Button: Replaced and fixed the WhatsApp button on mobile view, now fully working on iOS devices.
  • Bulk Payment: Corrected issue where Payment Type selection was not working properly in bulk payments.
  • Performance: Various stability fixes and minor UI adjustments for smoother operation.
  • SMS Redirection: Improved SMS handling on desktop to prevent incorrect redirects.

September 2025

New Features

  • Employee Location Tracking and new UI
    • Employee Card View — A new way to view staff profiles.
    • Employee Location Tracking — Track employee locations on mobile. (available once the mobile app is deployed, with permissions)
  • Quick Job Overview Panel
    • Payments & Documents – Quickly view payments, Job Sheets, Quotations, and Invoices.
    • Parts & Services – Access all associated parts and services.
    • Customer Info – See email, phone, and key customer details.
    • Assignment & Status – Job Assignee, Payment Status, Quotation Status (Approved, Rejected, Awaiting Approval).
    • Timelines & Records – Job Age, Created Date, Initial Quotation, Job Deliveries.
    • Vendor Info & More – Vendor ID and other essential job-related details.
    • Instant Actions – Job action buttons right where you need them.
    • Organized Display – Info rows highlight essential details.
    • Better UI – Enhanced layout and scrollbar for a smooth experience.
  • BulkGate SMS Integration
    • Full BulkGate SMS support added with configurable settings.
    • SMS history now displays provider name & ID.
    • Enhanced SMS formatting and task notifications (now includes task name).
  • Reports & Exports
    • Bulk Payment Export to Excel (with comments & timestamps).
    • GST-Compatible Sales Export now includes Tax Code.
    • Purchase Export shows “Remaining Amount” for unpaid balances.
    • Improved Task Export with correct status handling.
    • Improved Expense Export with category column.
    • Faster Part Inventory Export with fixes.
  • Customer & Contracts
    • Customers can now view AMC contracts when the module is enabled.
  • System Defaults & Configurations
    • Added setting for Default Due Date for jobs, tasks, and purchases.
    • Jobs automatically get an estimated delivery date if not set.
  • Other Additions
    • Accessories now included in the job technician print.
    • Integration Requests — Customers can now submit requests for new integrations (with email notifications).
    • Feedback Button & Form — Share feedback directly from the sidebar.
    • Carousel Images – New Login UI with carousel images
    • IP Table — Show placeholder IP address table when no entries exist.

Improvements

  • Employee & Customer Experience
    • Updated employee card view with avatars and profile buttons.
    • Improved display of user data like phone numbers and birthdays.
  • SMS & Notifications
    • Hide SMS credits & “Buy SMS Pack” for tenants not using Gupshup.
    • Display SMS credits only when relevant, avoiding unnecessary clutter.
    • Streamlined SMS integration logic across notifications for a smoother experience.
  • Consistency & Branding
    • Added missing page titles across many settings (Theme, Print, Email, Terms, Workflow, Reminder, Sequence).
    • Cleaner email templates for tenants.
  • Integrations & Plans
    • Integration cards now appear only for eligible plans, making it easier to explore relevant options.
    • New button added to request integrations instantly, streamlining user access.
    • Default subscription plan automatically set for new tenants, ensuring a smooth onboarding experience.
  • Mobile & Android
    • Splash screen design improvements.
    • Fixed navigation so app goes back instead of exiting.
    • Added Android detection flag for conditional UI.
  • Exports & Printing
    • Enhanced export formatting for tax codes, categories, and comments.
    • Upgraded technical print now includes accessories for complete details.
  • Performance & Cleanup
    • Job search is made faster with indexing.
    • Removed unused files, imports, and console logs.
    • General cleanup of code and translations for stability.

Bug Fixes

  • Uploads & Attachments
    • Fixed incorrect image counts when uploading/deleting files.
    • Fixed issues with pickup/drop receipts not displaying.
  • Payments & Invoices
    • Fixed duplicate entries in bulk payment export.
    • Corrected invoice layout: part details column and serial numbers display properly.
    • Corrected validation for categories and backup drives.
  • Devices & Leads
    • Fixed issues where device brand list didn’t update after changing device type.
    • Prevented device models from resetting unnecessarily.
    • Corrected lead data (device type, brand, and model mapping).
  • Exports & Reports
    • Fixed incorrect task status in Excel export.
    • Fixed expense category display.
    • Fixed export placeholders showing wrong text.
  • SMS & Notifications
    • Fixed issues with Gupshup default integration for Indian users.
    • Notification Count Fix — Keeps notification counts accurate.
  • Stability
    • Fixed multiple issues reported by Sentry (null values, translation file errors).
    • Fixed backup drive retrieval issues.

June 2025

Key New Features

  • Global Customer Release: Beta No More!:
    • Exciting news for our customers outside India! The beta version has been officially transitioned to a stable release, ensuring a robust and reliable experience for everyone.
  • Introducing Multi-Language Translation Support:
    • We’re expanding our global reach! You can now use the platform with a full translation, available for early access, making it easier for users to navigate and utilize all features in their preferred language.
  • Global SMS Provider Integration:
    • Connect with your customers more effectively! We’ve integrated with leading global SMS providers, Gupshup and Twilio, giving you more options for reliable and efficient communication.
  • Business Working Hours for Scheduled Services:
    • Set your business working hours within the platform! This new option helps customers schedule pickup/drop services at times that are convenient for both of you.
  • Pattern Lock Save Option for Repair Tickets:
    • When creating a repair ticket, you can now save the pattern lock for devices, making it easier to manage and track device access.
  • Trash List for Critical Modules (Jobs Settings):
    • Accidentally deleted something important? No problem! We’ve implemented a Trash List feature for Device Types or Brands modules. This allows you to view, restore, or permanently delete soft-deleted items such as Device Types or Brands. Say goodbye to accidental data loss!
  • Image Upload in Task Management:
    • You can now upload and attach images directly to tasks for better clarity and communication.
  • Self Check-in:
    • Customer Verification: To help you receive only genuine requests, we’ve added a new Customer Verification field at the beginning of the Self Check-In form. This reduces spam and ensures you connect with real customers.
    • Address Field Control: You can now decide whether the Address field should be mandatory in the Self Check-In form through General Settings.
  • Job Listing Filter: Track Job Age:
    • Gain better insights into your job pipeline. A new filter on the Job Listing page allows you to identify jobs by how long they’ve been open, helping you manage your workload more effectively.
  • Updated all thermal Prints UI as well as added Customer Detail on Thermal Prints, and also have an option to toggle the show/hide customer detail on thermal print in the general settings
  • “Refer a Friend” Feature with Subscription Extensions:
    • Love our platform? Spread the word! Our new “Refer a Friend” feature lets you invite others and potentially earn up to 3 months of free subscription extension!
  • Account Settings Dropdown:
    • Redesigned for better usability on mobile devices.
  • Updated Export Filter Popup & Job Completion Date Filter:
    • The export popup has been updated and now includes a filter for jobs based on their completion date.

Improvements for a Smoother Experience
We’re constantly working to refine your experience. Here are some notable improvements:

  • Allow Part Selection with Zero Count During Purchase:
    • You can now select parts with zero quantity during a purchase — useful for tracking backordered or pending items.
  • Improved Login Page UI for Dark Theme:
    • The login page now has a more polished and consistent look when using the dark theme.
  • Total Summary on Expense Export:
    • Expense exports now include a total summary of all amounts for a quicker financial overview.
  • Direct Play Store Link for App Installation:
    • We’ve added a Play Store link to the “Install App” button and logo to make app downloads easier for your customers.
  • Enhanced Lead Export:
    • Lead exports now include key details such as device information and the last follow-up, giving you more complete data.
  • Prevented Zero-Quantity Part Selection:
    • You can no longer select parts with zero quantity in dropdowns, helping prevent invalid entries.
  • Low Stock Alerts in Lead Export:
    • The lead export now includes low stock alerts and low stock count information.
  • “Request to Upgrade Plan” Button:
    • Lite and Basic plan users can now easily request a plan upgrade via a new button in the sidebar footer that initiates an email-based request.

Bug Fixes
We’ve squashed some pesky bugs to ensure everything runs smoothly:

  • Fixed that some of the signed URLs are not working
  • Job Detail Page on Mobile Fixed: ‘
    • The Job Status, number, and Action button bar on the Job Detail page on mobile are now correctly displayed.
  • Various UI Fixes:
    • We’ve ironed out several UI issues, including line removal on mobile user profiles, column width/height adjustments, and the removal of collapse in link payment.
  • Job Status Label Overlap on Mobile Resolved:
    • The Job Status label no longer overlaps with the JobSheet ID on mobile view, ensuring a clean and readable header.
      • “Closed Jobs” Button & “Self Check-In” Button Fixes: Clicking “Closed Jobs” no longer opens a New Job Sheet; it now works as intended.
      • The “Self Check-In” button on mobile now displays its label correctly.
  • Activity Log Table Overflow on Mobile Fixed:
    • The activity log table now displays correctly on mobile without overflow issues.
  • Sale Invoice Print Title Corrected:
    • Sale Invoice print titles now correctly display the Sale Invoice Tax title.
  • Barcode Popup Reopening Fixed:
    • The barcode popup now reopens correctly after closing on the Job Listing page.

May 2025

Features

  • Enhanced Cost Tracking in Jobs and Sales
    • You can now add a purchase_price for parts used in Jobs and Sales, and a service_cost for services added to Jobs and Sales. This improvement allows for more accurate expense tracking and profitability analysis.
  • QuickBooks Integration
    • Enjoy seamless integration with QuickBooks, streamlining your accounting and financial management.
  • New Tabular & Trend-Based Business Reports Added
    • We’ve introduced a comprehensive set of tabular and trend reports to help you analyze business performance across Jobs, Sales, Purchases, Expenses, Inventory, and Payments.
  • Job Reports
    • Most Popular Services (by Job Count)
    • Status-Wise Job Summary
    • Most Popular Parts Used in Jobs
    • Total Job Amount (Trend Report) – View business performance over time with percentage trends.
    • Total Job Count (Trend Report) – Analyze job volume trends over selected timeframes.
  • Sales Reports
    • Total Sales Amount (Trend Report) – Track sales performance with time-based percentage trends.
    • Total Sales Count (Trend Report) – View sales volume changes over time.
    • Daily Sales Report
    • Most Popular Parts Sold
  • Purchase Reports
    • Total Purchase Amount (Trend Report) – Monitor purchase spend trends across time periods.
    • Total Purchase Count (Trend Report)
    • Daily Purchase Report
    • Most Purchased Parts
  • Expense Reports
    • Total Expense Amount (Trend Report) – Understand how your spending trends over time.
    • Total Expense Count (Trend Report)
    • Category-Wise Expense Breakdown
  • Inventory Reports
    • Low Stock Report – Includes clickable links to quickly access item details and restock.
  • Payment Reports
    • Payment Type-Wise Summary
  • Trend Reports for:
    • Total Received Amount
    • Job Payments Received
    • Sales Payments Received
    • Total Purchase Amount
      • These new reports provide better insights into your operations, helping you make more informed decisions with time-based trend analysis and actionable data.
  • Dashboard Trend Reports
    • Key metrics like Payment Received, Total Expense, Total Business, Total Due Amount, and Net Profit now display trend values, showing percentage changes over time to help you track business performance at a glance.
  • Term and Condition Option for Self Check-In
    • A tickbox has been added to approve Terms and Conditions during self check-in. Additionally, you can now add and customize the Terms and Conditions in the settings.
  • Customer Details on Thermal Print: Customer details are now included in thermal prints, with a setting to toggle this information on or off in Print Settings.

Improvements

  • Job Age Column:
    • A new Age column in the Job Listing helps track how long a job has remained open until closure.
  • Social Login Toggle:
    • Added a setting to enable or disable Social Login functionality as per your preference.
  • Vendor Information Visibility in Logs
    • The vendor field now appears properly in Activity Logs for outsourced jobs.
  • Job Type is not visible on Jobs-heet
    • Added Job Type on Job-sheet
  • Low Stock and Lead Filter Upgrades
    • Enhanced filters in inventory lists and lead exports provide more precise data control.
  • Lead Follow-Up Date Filter Added
    • A new filter has been added to sort leads based on follow-up dates, allowing you to easily view leads by categories like Overdue, Today, Tomorrow, and Future.
  • Customer View Enhancements
    • The Customer View page now sports a refreshed UI for a cleaner, more engaging look.
  • Mobile Sale Creation UI Update
    • Bank details now appear below the total amount table on mobile sale creation pages, ensuring key information isn’t missed.
  • Bulk Payment Receipt Readability Improved
  • Font color in bulk payment receipts is now set to white, ensuring better readability in dark theme mode.
  • Upload Image Box Resizing
    • The font in the image upload box has been reduced to enhance clarity without overwhelming the design.
  • Service Assessment Toolbar Redesign
    • The toolbar layout has been changed to a horizontal display, making it easier to use and more visually appealing.
  • Improved Daily Report Email UI
    • The user interface of the daily report email has been enhanced for better clarity and presentation.
  • Date Dropdown Enhancement
    • The custom date dropdown in the Export to Excel popup now displays the full list of options for improved selection.
  • Column Chooser Visibility Restored
    • The missing column chooser heading on the Job Listing page has been reinstated, aiding in data customization.
  • UI Refinements for Mobile Filters and Popups
    • The “All Filters” button and mobile popup layouts have been updated for consistent performance and visual appeal.
  • Placeholders & Text Corrections
    • Placeholder text in outsourced jobs and exporting modules, along with various label corrections (including Terms & Conditions spelling), have been revised for greater clarity.
  • Visual Adjustments Across Themes
    • Adjustments such as dark theme font color improvements in popups and header logo color syncing ensure a cohesive look across the system.
  • Layout and Alignment Tweaks
    • Minor but vital changes have been made to improve alignment in dashboards, authentication UIs, and overviews—optimizing your experience on both desktop and mobile devices.
  • Notification and Alert Enhancements
    • Notification behavior has been standardized (including click actions) and new alert buttons have been added (for sending outstanding amount alerts and account deactivation).
  • Import Functionality Restored
    • We’ve fixed issues with data import processes, ensuring smooth and reliable bulk data handling.

Bug Fixes

  • Tooltip Visibility Restored
    • Tooltips now display correctly on hover, ensuring helpful hints are always visible.
  • Employee Activation Button Corrected
    • The “Send Activation” button on the Employee listing page now functions as intended.
  • Customer Name Encoding Resolved
    • Customer names now display correctly—special characters like apostrophes no longer render as HTML entities.
  • AMC Module Display Issue Fixed
    • The AMC feature is properly hidden on mobile devices once disabled.
  • Business Name Display in Messages Fixed
    • Customer messages now show the correct business name without truncation or format errors.
  • Uploaded Image Count Accuracy
    • The image upload counter now reflects the correct count on Upload Image Popup.
  • Navigation Icon Corrections
    • Mobile menu icons and the WhatsApp button icon (in activation emails) have been fixed for a consistent look.
  • Subtotal Summary Accuracy
    • A hot fix has been applied so that the parts table now shows the correct subtotal value below tax amounts.
  • Bulk Payment Amount Display
    • The bulk payment module’s amount display issue has been corrected for accurate financial details.

1 March 2025

16 January 2025

06 January 2025

December 2024

October 2024

September 2024

July 2024

New Features

  • Thermal Print Generation
    • Enhanced the system to generate thermal prints, providing better support for thermal printers.
  • AMC Add Device Import
    • Improved functionality for importing devices in the AMC (Annual Maintenance Contract) section, streamlining the process.
  • WhatsApp Messaging for Bulk Payments
    • Fixed an issue where WhatsApp messages were not being sent when adding bulk payments, ensuring communication is maintained.
  • AMC Alerts
    • Implemented alerts for AMC, ensuring timely notifications and better management of contracts.
  • QR Code Generation for Job and Sale
    • Implemented QR code generation for jobs and sales, facilitating quick access to information.
  • Clone Existing Job
    • Enabled the cloning of existing jobs, simplifying the process of job duplication.
  • Sticker Print Option for Technician Copy
    • Added a sticker print option for the technician’s copy, enhancing labeling capabilities.
  • Activity Log for AMC
    • Activity logs for AMC operations are now available, ensuring detailed tracking of all activities.
  • Send PDF of Invoices and Quotations on WhatsApp
    • Users can now send PDFs of invoices and quotations directly through WhatsApp, enhancing communication and efficiency.
    • To enable this feature, follow the setup instructions provided in the blog and video link below.
  • Blog Post
  • Video Tutorial
  • Download Options for Payment Receipts, Invoices, and Quotations
    • Added download options for payment receipts, invoices, and quotations, providing users with easy access to important documents.
  • Import For Customers
    •  Added functionality for importing customer data, streamlining the customer management process.
  • Able to Download PDFs Through Mobile
    • Enabled downloading of PDFs on mobile devices, enhancing accessibility.
  • WhatsApp Alerts for Bulk Payment
    • Implemented WhatsApp alerts for bulk payments, ensuring timely notifications.
  • QR Code for Inventory Parts and Print QR Code with Part Detail Label
    • Added QR code generation for inventory and the ability to print QR codes with part detail labels.

Improvements: We’ve Enhanced Your Experience!

  • Copy Button for Email and Phone Number
    • A new feature has been added allowing users to easily copy email addresses and phone numbers with a single click.
  • Resend Activation Link in Customer Profile
    • Users can now resend the activation link directly from the customer profile, making it easier to manage customer activations.
  • Social Login Integration
    • Social login using Google and Facebook has been integrated, simplifying the login process for users by allowing them to log in with their existing social media accounts.
  • Invoice Label Customization
    • Now displays “Tax Invoice” if tax fields are present; otherwise, it shows “Bill of Supply” for invoices, ensuring proper labeling.
  • Technician’s Copy Printing
    • Enabled printing of the technician’s copy or job details using a thermal printer, enhancing field service operations.
  • Job Export Filters
    • Added source and serial number filters to the job export option, allowing for more refined data exports.
  • Customer View Permission
    • In the Column Chooser, mobile and email options now require customer View Permission, enhancing data security.
  • Serial Number in Exported Reports
    • Added the serial number to exported reports, improving data traceability.

Bug Fixes: We’ve Eliminated the Glitches!

  • Export Payment Errors
    • Resolved errors encountered during export payment processes, ensuring smoother transactions.
  • Payment User Update
    • Fixed an issue where changing the user of Sale/Job/Expenses/Purchase/Invoice would not update the payment user, ensuring consistency.
  • Job Backup in Activity Log
    • Job backups now correctly show in the Activity log, ensuring accurate tracking of backups.
  • Party Invoice Searchability
    • Fixed the issue where Party invoices were not searchable on Purchase, improving search functionality.
  • AMC Payment on Dashboard
    • Resolved the issue where AMC payments received were not reflecting on the dashboard, ensuring accurate payment tracking.

March 2024

New Features

  • AMC Module: Manage your Annual Maintenance Contracts with ease.
    • AMC Contracts:  • Track all your AMC details in one place.
    • AMC Notifications: Receive timely notifications about your AMC.
    • Schedule Services: Manage and schedule your AMC services with ease
    • AMC Complaints: Track and address any complaints arising during your AMC period.
    • Device & Software Details: Access detailed information about the devices and software covered under your AMC.
  • Enhanced Data Privacy: Keep customer contact information confidential for specific employees.
  • Export with Ease: Filter data before exporting with the new Filters Popup for all exports.
  • Gain Business Insights at a Glance with Quick Reporting (Admin Only): Access key financial reports in seconds:
    • Inventory: Monitor inventory value and purchases on the fly.
    • Sales: Track total sales, outstanding payments, and more.
    • Purchases: Gain insights into purchase prices, due amounts, and payments made.
    • Expenses: View total expenses and see how many expenses have been incurred.
  • Added the option to save and display the MSME number in business information.

Improvements

  • Tailored Terms & Conditions: Modify terms and conditions for job sheets, quotations, invoices, and sales documents.
  • Lock/Unlock Sidebar: Keep your sidebar organized and accessible with a lock/unlock option.
  • Filter by Device Brand: Find specific jobs by filtering the job listing with device brand.
  • Search Smarter: Improved UI for the global search function makes finding what you need a breeze.
  • Invoices at a Glance: View invoices directly on customer profiles for quick reference.
  • Customize Your Documents: Print custom fields on various documents.
  • Quotation Cancellation Notifications: Stay informed when a quotation is cancelled.
  • Technician Activity Log Privacy: Hide payment-related changes from technician activity logs.
  • Improved Quotation Management: Reject quotations with a dedicated “Reject by” field.
  • Software Upgrade: Upgrade the underlying software version to enhance performance and security.
  • Filter by Repair Service: Narrow down job listings by selecting a specific repair service.
  • Enhances the visibility of disabled field text by adjusting its color to be more prominent or darker.
  • Updated icons for business and job settings.
  • All comment, remark, and terms and conditions fields can now accommodate unlimited text, removing all restrictions on maximum lengths.
  • Enable the use of special characters in customer and company names.
  • Corrects the horizontal scrolling issue for listing pages in mobile view.
  • Display a tooltip upon hovering over lengthy device model names.
  • Implemented email and WhatsApp alerts for approving and rejecting quotations.
  • Includes the invoice number in the job export.

Bug Fixes

  • Fixed export option issue with “Collect Payment”.
  • Adjusted alignment of fields in basic workflow settings.
  • Addressed export issues from customer or employee accounts.
  • Updated the color of the bottom global search icon.
  • Fixes help text for dashboard & report pages
  • Corrects the issue where the Date Range filter fails to function properly in the dropdowns for reports
  • Corrects the color of the Cancel button when it is in a disabled state.
  • Corrects the tab highlighting problem within the Job Settings.
  • Addresses purchase and inventory issues associated with stock changes.

January 2024

New Features

  • Create your Own Custom Fields on Jobs, Sales, Customers, Tasks, Leads, etc.
  • Exceptional Fluent UI Theme
  • Link Pickup Drop module to Outsource Module for better tracking
  • Implemented a workflow rule for outsourcing status changes.
  • Added due date reminders for tasks and jobs to assignees and admins.
  • Implemented a site maintenance screen for system updates.
  • Introduced an urgent/important notice panel for critical updates.
  • Made performance upgrade changes
  • Maximize usable space with a streamlined view by automatically closing/minimizing the sidebar.

Improvements

  • Explore an endless list of notifications with the newly incorporated infinite scrolling feature.
  • The purchase action button now boasts improved styling for better visibility on mobile devices.

Bug Fixes

  • Resolved the bug requiring a manual page refresh for activity log changes to take effect.
  • Addressed the bug causing the search filter to malfunction in the expense category.
  • Fixed alignment problems in specific fields within the basic workflow setting.
  • Aligned the action menu properly to resolve display issues.
  • Resolved the bug preventing the sending of UPI links for jobs.
  • Fixed the alignment inconsistency issue in selecting priority in all filters.
  • Upgraded the part dropdown for improved search functionality.
  • Fixed the bug displaying customer details instead of vendor details in the outsourced challan.
  • Improved the UI of adding or removing popups for better user interaction.
  • Added the option for data recovery device type in the wizard.
  • Implemented UI suggestions to enhance the overall user experience in the wizard.

November 2023

New Features

  • Introduced Collect Payment Popup Now have Create QR code Option.
  • Added Images Thumbnail on Job-overview in the device Information Section.
  • Added image preview for attachments in the list.
  • Added User Dropdown and Job status filter to the Export popup.
  • Added Outsourcing delivery challan creation feature.

Improvements

  • Added a confirmation popup for deleting Business Signatures.
  • Added titles in Business Settings Tab’s Detail Page.
  • Added Social media Links on the last step of Wizard during registration.
  • Implemented an Educational Daily popup in CRM.
  • Changed the highlight color for low stock alerts.
  • Made the Help Icon redirect to the Help Center Page.
  • Renamed Canned Response to Quick Reply.
  • Improved the position of the Column chooser and added row click select functionality.
  • Added a canned response for the ‘Send notification’ option in the Sales section.
  • Improved the responsiveness of the Payments filter on the dashboard.
  • Enhanced the UI for the Link payment page on mobile view.
  • Aligned the Payment QR code properly on print.
  • Added expand option for description fields and removed character limits.

Bug Fixes

  • Fixed an issue with the Job Overview user profile redirect.
  • Resolved the problem of comments persisting in the Quotation Confirmation popup in Approve/Reject popup.
  • Addressed the Tab Highlighting Issue in Business Settings.
  • Adjusted padding in the Dashboard Assigned jobs table.
  • Enhanced the Sidebar Typography.
  • Fixed the functionality of typing comments.
  • Fixeses the issue in newly added employee names are displayed in the Assignee Dropdown.
  • Resolved the issue with editing part prices in purchases.
  • Fixed unresponsiveness in the popup window of Text Editor on Comment PopUp when clicking on the three dots.
  • Achieved consistency in UI for the Job Setting option.
  • Adjusted the width and title in the Column Chooser.
  • Added hover effects to all Help Center Icons.
  • Corrected the display issue with the Live Support icon.
  • Ensured Business signatures are displayed on the customer view.
  • Changed the heading for the Test Email setting.
  • Updated the BytePhase logo on the sign-up page.
  • Changed the hover color in the left sidebar.
  • Fixed the issue of not seeing Sale payment information on mobile.
  • Updated the BytePhase logo on the sign-up page.
  • Added spaces to the home screen content.
  • Improved the UI for the Link payment page on mobile view.
  • Aligned the QR Code properly in the received mail for the Send UPI link feature.
  • Fixed the issue with the Custom filter in Expense not working properly.

September 2023

New Features

  • Experience enhanced security through IP whitelisting, enabling admins to configure authorized IP addresses for employees, adding an extra layer of protection.
  • Empower employees with role-based access, allowing them to view and manage assigned only jobs, tasks, sales, and more, promoting security and operational efficiency.
  • Effortlessly process bulk payments for pending job and sale invoices, including automatic linking to the oldest invoices, partial payment handling, and easy invoice sharing via WhatsApp or print.
  • Simplify payments with Payment QR codes, automatically generated for every invoice, enhancing convenience for both you and your customers.
  • Gain better insights with a device model-wise report.
  • Find a Party Invoice number field in the Purchase section.
  • Access a Hardware Configuration field in the Job Basic Info form.
  • Enjoy the convenience of Canned Responses for sending messages to customers or employees.
  • GST compatible reports

Improvements

  • Say goodbye to lag! We’ve resolved performance issues, ensuring a smoother software operation.
  • Enjoy a revamped mobile user interface for an enhanced user profile experience.
  • Create multiple jobs effortlessly, even on slow internet connections avoid duplicate entries.
  • Track with ease – we’ve added a bar-code option to quotations.
  • Email notifications got an upgrade with support for formatting in Pickup Drop descriptions.
  • We’ve fine-tuned the user experience with drop-down alignment and self-check-in form improvements.
  • Your WhatsApp message comments stay organized with preserved newlines.
  • It’s all about clarity – we changed “comment” to “Description” in the Pickup Drop popup and parts to Inventory on the sidebar.
  • Your privacy matters! Payment info is now exclusively visible to those who have permission.
  • Enjoy Bytephase’s YouTube videos in full-screen glory from the help center page.
  • Purchase simplified – we’ve made the mobile purchase view more user-friendly.
  • Keep a close eye on inventory – parts with low stock levels are highlighted in red.

Bug Fixes

  • When multiple employees create quotations simultaneously, there are no more “quotation already exists” errors.
  • Mobile users rejoice! The last job in a customer’s profile is now displayed correctly.
  • We’ve sorted out job comment sorting and activity log update issues.
  • Notification counts now update correctly on the notification panel – no more headaches.
  • Access and edit job invoices from your mobile device without a hitch.
  • Feedback suggestions now work flawlessly, even with attached files.
  • The due date is displayed properly in the activity log.
  • Deleted parts in inventory will no longer be visible in your sale/quotation drop-down.
  • The save button is back in action when creating a new task with the mail checkbox selected.
  • Say goodbye to alignment problems in the customer select drop-down.
  • No more vanishing the Delete/Action option button on the quotation listing page.
  • No more duplicate entries of sale invoices after updating the sale.

July 2023

New Features

  • Enabled the ability to add parts to the inventory directly during the purchasing process.
  • Implemented barcode creation to facilitate efficient inventory management and enable quick part scanning.
  • Added a barcode scanner option for conveniently adding parts during sales, jobs, and other relevant processes.
  • Included the option to send notifications for sale invoices, improving communication with customers.
  • Revamped the user interface for all business settings, optimizing the experience for desktop users.
  • Introduced the filter By Model filter on the job listing page, providing additional sorting options.
  • Added new job reports: get Partable Wise Job Reports and get Repairable Wise Job Reports, offering detailed insights.
  • Implemented a delete option for all types of data, enhancing data management capabilities.
  • Added an “Install App” button on the profile dropdown for easy installation.
  • Provided the ability to set employee permissions for the delete feature, ensuring proper access control.
  • Improved filter persistence, allowing filters on listing pages to remain active even when switching tabs or screens.
  • Added a “Clear All” button, enabling users to reset all filters simultaneously.
  • Introduced a Job Overview reports tab on the job listing page, providing a comprehensive view of job-related information.
  • Implemented sorting options by ascending and descending order on all listing pages, allowing for flexible data organization.

Improvements

  • Introduced separate tabs for Open Jobs, Closed Jobs, and All Jobs on the Jobs tab for better organization.
  • Added a WhatsApp button for job-sheet viewing on mobile devices, enhancing accessibility.
  • Consolidated all job-related settings tabs on the job listing page, simplifying the management of job settings.
  • Included WhatsApp options for creating jobs, generating invoices, and creating quotations.
  • Added a description field to the “Add Service” popup on quotations without jobs, allowing for more detailed information.
  • Sort job by updated On

Bug Fixes

  • Fixed the alignment issues with filters, ensuring they display correctly.
  • Updated all filters in the dropdown menu to improve their functionality.
  • Added a clear button to the Device-type and priority filter for easier reset.
  • Resolved the problem where the icon for tooltips was not visible.
  • Added the Purchased On column to the purchase listing page for better tracking.
  • Fixed the issue where the purchase date was displaying incorrectly on purchase invoices.
  • Addressed the inability to edit quotations when accessed from the activity log.
  • Resolved the problem with the Contact Us Status filter not functioning properly.
  • Fixed the issue with the Dashboard Expense report, ensuring it calculates based on the expense date rather than the created date. This ensures accurate and reliable expense tracking.

May 2023

New Features

  • Customers are now able to submit a contact form without having to log in, while employees can conveniently manage it within the portal.
  • A field for saving serial/PCB numbers for recovery jobs has been added.

Improvements

  • The Activity Log’s responsiveness issue on mobile devices has been fixed.
  • The Activity Log filters have been fixed to work seamlessly on mobile devices.
  • The mobile menu’s user interface has been enhanced to make it more responsive and intuitive.
  • For the mobile view, branch switching has been made available.
  • The number of characters in the Terms and Conditions has been increased for quotation.
  • The filtering by graph type is now visible on all reports.
  • Updated all graph UI colors and types to improve visual clarity and consistency.

Bug Fixes

  • Fixed an issue where the status and assignee filters on job listings did not display full information.
  • Resolved the issue where the Job Details would not change when opening another job from the Global filter.

April 2023

New Features:

  • Outsource Management feature added
  • PhonePe Integration added for automatic payment collection and status update
  • Canned Response feature added for saving and reusing comments
  • Global search feature added for quick navigation to Customer/Job/Sale/Leads details
  • Job Labels feature added for printing Technician copy, with the ability to configure what needs to be printed using settings
  • Device Capacity column added to job listing for recovery jobs
  • Export functionality added for Purchase
  • New Dashboard with business information and reports
  • New Mobile Menu introduce
  • We added a Referred by field when adding a new customer, and updated the customer profile to display a list of all referred customers.
  • Purchase now available in Basic Plan

Improvements

  • Activity logs are now visible to customers, except for the update Assignee log
  • New customers now include a Referred by field, and customers’ profiles now display a list of all referred customers.
  • Customer listings now show payment received and remaining for employee who has permission to view it
  • The job listing now includes a Warranty/No warranty filter
  • GST/Non GST filters added for jobs and sales
  • A storage location option is added for parts
  • You can now add notes while creating Quotations/Invoices, and they will be printed on the document.
  • Rupees replaced dollars as the expense icon
  • Pickup/Drop emails now include customer details.
  • Payment Received has been removed from the customer profile for customers
  • The Delivery receipt now displays “Verified using OTP”
  • The “Export to Excel” feature now includes a Summary Row that sums up payment information.
  • Notifications for tasks are now sent to technicians.
  • Job delivery now includes the option to upload images
  • Repair Services now include a description field, which is automatically filled out when the service is added to a job/sale.
  • A number of shortcuts have been added to make the process more efficient.
  • Throughout the system, the print button now has a Print icon.
  • Leads and customers can now be filtered by state and city.
  • Quote approval comments are now included in the activity log of a job.
  • A filter by Lead type is now available in the lead list
  • A count is now displayed next to each lead status name in the lead status filter.
  • The header now includes a Live Support button
  • If a customer has a source, it will now be automatically added when creating a job after selecting that customer
  • Show purchase number in purchase list
  • The paid/unpaid badges will no longer have colors and will now be border buttons instead.

Bug Fixes:

  • Resolved the Part manage_stock issue where it was still showing on even when it was off.
  • Fixed the issue with part details not updating after editing in Purchase.
  • Purchase number will now redirect to purchase details.
  • Added a Rupees symbol to the Amount field in the Invoice mail to the customer.
  • Fixed the issue where low stock alerts were not showing up for items having low stock. Now, a popup notification will appear when an item’s stock level is low.
  • Resolved the issue with the Purchase popup showing the selling price instead of the purchase price.
  • The action button of the send UPI link is now hidden from the customer view on the sale detail page.
  • Resolved the issue with permissions for parts and part suppliers and added new permissions.
  • Fixed the issue with comments showing on a new line in the payment receipt.
  • Fixed the UI of the Send Alerts button to display on a new line for mobile view.
  • Resolved the issue with Tax amount not showing in the purchase invoice.
  • The “Pickup/Drop Edit” mode has been hidden for customers.
  • The issue with the inability to change an employee’s role through the admin account has been resolved
  • Fixed the issue where payment information was not being displayed on sales

December 2022

New Features

  1. Push Notification: A push notification feature has been added, enabling the app to send notifications to users even when they are not actively using the app
  2. PWA: It is now possible to install the app using a Progressive Web App (PWA).
  3. Tenant Login: If you forget the login URL, don’t worry. You can simply use the “CRM Login” button on the website to log in
  4. Business Signature: A business stamp or signature can be added to the system, which will be automatically used for job sheets, invoices, quotations, and payment receipts.
  5. Shortcuts: Efficiency at your fingertips: use keyboard shortcuts instead of a mouse, The software has been enhanced with over 20 +shortcuts to make it easier for you to use it.
  6. Purchase: Streamline your inventory management with newly added purchase management.
  7. Capture Device Images: Webcams, smartphones, tablets, and other devices can be used to capture images of customers’ devices and attach them directly to tickets.
  8. Pickup Drops: We have updated the Schedule Pickup feature so that it can now be used for both pick-ups and drops-offs.
  9. Adjust Stock & Transactions: We have added the ability to adjust stock and track the transactions as part of our inventory management system.
  10. Payment Status Filter: A new filter for payment status has been added to the job listing page
  11. ID columns: An ID column has been added to leads, tasks, expenses, and schedules for pickups and backup drives.
  12. Description for Part & Services: You can now add a description for part & services when adding them. The same description will appear on invoices, quotations, sales reports, etc.

Improvements

  1. ReCaptcha has been added to all important pages to prevent automated bots from accessing the system
  2. The Send UPI link is now available for sale.
  3. A payment listing feature has been added to the admin dashboard.
  4. Message employees/customers for job status and assignee updates via Whatsapp.
  5. Row click has been added to all listing pages.
  6. The Save/Cancel button UI for all popups has been updated to use full width.
  7. The switch button UI has been improved.
  8. The progress bar on the signup page has been improved.
  9. The hover color for all buttons has been improved, and the height of the buttons has been increased.
  10. To make them more accessible, the height of all buttons has been increased
  11. Animations have been added to the notification panels
  12. The links have been removed since row click is supported, and the color of the links has been changed to show as links when hovered
  13. A BytePhase icon has been added to the loader
  14. The UI responsiveness, accessibility, and readability of the login, password reset, and signup pages have been improved.
  15. The names of invoices, job sheets, quotations, payments, etc., are now meaningful when printing or saving them.
  16. Business logo now has a hover effect.
  17. Popup notification added for Version Updates
  18. All pages now have page titles
  19. An alert has been added inside the header to notify users when their plans are about to expire
  20. Even after the expiration of your license, you will still be able to access the data.

Bug Fixes:

  1. Image sizes and animations on the part detail page have been fixed
  2. An improved signup wizard now includes steps for UPI payments and review links, outgoing email settings, etc.
  3. Fix the overlapping issue between the job sheet number, approval, rejection, and WhatsApp buttons on the mobile view
  4. In the sidebar collapse menu and Job action, the clickable area has been expanded and the hover effect has been added.
  5. A bug has been fixed that hides payment information if the user does not have permission to view it

September 2022

New Features

  • The Lite plan has been discarded. All customers on the Lite plan have been automatically upgraded to the Basic plan. They can use Sale, Invoice, Quotations, Schedule pickups, etc
  • An introductory tour of CRM for jobs
  • Job Overview
    • Information about the customer, job, and the device
    • Invoice, Quotation, Job-sheet, Payment, and Delivery document links
  • Activity Logs
    • It shows all actions performed by the User, along with the date and time of the action
    • In descending order, the timeline shows all actions such as updates, assignee changes, status changes, comments, parts, and services.
    • Various filters for filtering specific activities
    • Activity Sorting Options: Ascending or Descending
  • The information to be printed can be configured/selected
  • A default set of settings is used when creating a job
  • Setting up a workflow for the delivery of the job
  • You can select Virtual Scrolling or Number-based Paging for all tables
  • Remaining stock is now displayed in the Part Dropdown
  • The ability to view multiple revisions for a quotation.
  • Multiple deliveries can be added to a job
  • Now it is possible to specify a customer’s source
  • A priority filter has been added to the job listing
  • Delivered On Column added to Job Listing

Improvements

  • Printing
    • All borders have been removed from the printing
    • All printing receipts now include a date at the top
    • For customers and jobs, you can select what information to print
    • Customer and Job information are now displayed in three columns instead of two, which reduces the number of pages in printing.
    • When printed, the phone number/email and website link appear as normal text
    • When printing, avoid showing empty Parts/Service tables
    • The column widths for printing have been fixed
    • Printing style, fonts, and tables have been improved
    • In the Job & Customer details, show only fields that are filled in
    • Removed unnecessary padding and spacing
    • Fix table width by combining Part Name, Serial Number, and Warranty in a single column
    • Resolves responsiveness issues with the Summary table.
  • Comment size increased from 500 characters to 2000 characters
  • Performance improvements for short URLs
  • Payments listing now includes a customer name
  • Display the employee’s original name on the employee listing as well as the display name
  • Part usage listing has been updated with recent first orders
  • Lead conversion and customer creation popups now offer the option to redirect to a job
  • Private Note UI has been improved

Bug Fixes

  • Fixes issues where part tax codes are not saved after updating
  • Fix for feedback/suggestion popup attachment not uploading
  • Today’s filter for Lead Listing has been fixed
  • It has been fixed that the Sale Payment link does not appear without logging in.
  • The width of the view attachment popup has been fixed
  • View Job button redirection issue on the quotation has been resolved
  • Notification click redirection to the page is now fixed

June 2022

New Features

  • A brand new, fully responsive UI version for both mobile and tablets
  • When creating a quotation, a workflow setting will automatically update the job status
  • In addition to job status, the status filter now displays a job count
  • All listing pages have infinite loading with a stylish loader
  • Old icons have been redesigned with thin, stylish icons and hover effects
  • Added delivered on column to job listing

Improvements

  • All PDF views have properly spaced buttons
  • Data Size field added to Data Recovery Job sheet PDF
  • Layout improvements for PDF views
  • Added some email providers to the email settings
  • Allow different types of attachments in expenses
  • Displaying the business logo on the left side for mobile devices
  • A dropdown list for all assignees that can be searched
  • After plan expires, showing Buy Now button
  • Now you can see the employee’s display name
  • Help icon displayed in mobile view
  • Display only active employees in all dropdowns
  • The bytephase logo has been added to the toggled sidebar
  • Change the sequence of columns in Job Listings
  • Changes in email and WhatsApp templates
  • Templates for notifications have been updated
  • The data size/capacity field accepts decimal values
  • Displaying horizontal line in the Part details page
  • Sending emails and SMS with extra checks

Bug Fixes

  • Clear search text filter if user leaves a listing page
  • Refresh quotation status automatically based on workflow settings
  • Schedule a pickup popup issue fixed for mobile UI
  • Send UPI Link popup width issue fixed for mobile UI
  • Displaying all search boxes in mobile UI
  • Displaying a calendar icon where data fields are available
  • Clicking anywhere on the context button works now
  • Fixes the character count in quotation terms and conditions
  • Fixes the schedule a pickup filter in the customer profile

May 2022

New Features

  • Both Standard Plan and Enterprise Plan now include end-to-end data recovery management options
  • Added capability to select sale creation date on sale invoice
  • Added new Created by column for job listing, lead, expense, task, and sale listing pages
  • Added Duration filter for expense listing

Improvements

  • Now all pages have the same spacing between save and cancel
  • An animation now appears when the theme button is hovered over and clicked
  • Corrects the misalignment of the Expense icon on floating buttons
  • Activation, signup, login, and reset buttons are now middle aligned
  • jQuery has been removed in order to improve the loading time
  • Remove the Clear Filter button from the job listing
  • It is now possible to view the device password without editing the job
  • Updated button loaders on save actions
  • Added toggle for Logo Dropdown’s show/hide
  • “Repair Services” was renamed to “Service”
  • Corrected placeholder empty space
  • Adjusted the mobile date filter size to match the other filter size for job listings
  • Improved subscription page responsiveness and added Buy Now functionality
  • Mobile View: Fixes column widths on listing pages
  • Fixes visibility of Upload image buttons in read-only and edit modes
  • Quotation column label changed from “Approved By” to “Approved/Rejected By”
  • Mobile number field is included in the job export

Bug Fixes

  • Fixes alignment for Task and Schedule pick-up action buttons
  • Fixes a bug in the expense report that didn’t display today’s reports
  • A minimum of one notification channel must be selected for API/Review link requests
  • The Date range filter now checks that the max date is today
  • Corrects the non-functional date range filter in all listing pages
  • Displaying the print button correctly for signed job sheet URLs

April 2022

New Features

  • Added Category, Unit Types, Low Stock Alert, and Description columns in Parts
  • Added functionality to upload the Part Images
  • Added UPI Link feature to Lite Plan and Basic Plan
  • Scheduling, Tasks, and Leads can now be filtered by duration

Improvements

  • Job and sales SMS templates improved to include your business name
  • Added Parts Export
  • Dashboard’s default duration is now Today, formerly Last 30 Days
  • Removed the optional Username field from Mail Settings
  • Removed welcome email which we send on account activation as per customers suggestion
  • Added hover text for buttons/links etc to improve UX and usability
  • Show pricing page from website in subscription page
  • Smooth scrolling and animations in the Sidebar
  • Customer names included in quotation/invoice lists and exports
  • Improved the content of all outgoing emails to include more accurate and useful information
  • An optional video is embedded in the email setting to guide you through the process
  • Removed “BytePhase” from WhatsApp message

Bug Fixes

  • Fixes a problem where the job status did not update while adding a payment
  • Fixes a problem where contact information didn’t update
  • Fixed time zone issue with expense dates
  • Redirect to email configuration video if SMTP settings are incorrect
  • Removed blank space above footer from the sidebar
  • Domain name should not accept ‘.’ while signup
  • Showing employee birth dates to the employee profile
  • Redirect to unauthorized error page after checking employee route permission
  • Last Page number is now clickable. Previously it was hidden beside the floating button

March 2022

New Features

  • Partial Payment for Sale: Your sales can now include any number of payments.
  • Single Click Branch Switching: For enterprise users, branch switching is now simple by clicking on the business icon.
  • “Chat Us on WhatsApp” button in every email, which allows customers to chat directly with your business WhatsApp number.
  • Single Click WhatsApp Message to your Customer: It is an honour to announce the most awaited feature, which allows you to send WhatsApp messages to your customers instantly. Quotation, Sale invoices, delivery receipts, etc.
  • We have updated all SMS templates to include your brand name (except Sale & Job, which is in progress and will release it in a week).
  • By default, none of the notification boxes are selected: As a result of requests from many users, we have removed selection from notification channels (If you want to send any notification to a customer, please select appropriately).

Improvements

  • Sending payment requests via SMS has been added
  • The comment field in the Payment UPI popup is no longer required to be validated
  • In the desktop version, the employee can use different channels for help by clicking on the help Button next to the user drop-down button
  • The current job status field is included in all PDF views
  • The print view of a New Quotation now displays a download button
  • The Job Listing now displays a serial number column
  • The Customer Listing now includes a GST number column

Mobile View Fixes:

  • The sidebar should automatically disappear upon selection
  • Reports should be displayed correctly
  • The sequence settings buttons should be properly aligned
  • For the Tablet view modified the Add Customer dropdown to show the + icon properly
  • In the Sales Listing, GST No, Created By, Payment Received, Payment Remaining, and Status columns have been added.
  • Sales Export has been updated with the additional columns for payment received and remaining

Bug Fixes

  • Displaying the sales number on the sales page in view and edit mode
  • Displaying the job sheet number in the signed URL view
  • Only employees are allowed access to Jobs, Sales, and Quotations with Employee Guard
  • Fixes for button heights on job invoices for “View job” and “Print”
  • Showing proper expense date in expense solved the time zone issue
  • The payment popup for Sales and Jobs now validates the field “Amount”
  • Job export and video buttons no longer appear in the mobile view
  • Something Went Wrong error was fixed when creating the same model for different types of devices or brands.

February 2022

New Features

  • Send UPI Payment Link/QR code to the customer (Will add SMS soon)
  • A new report on job source data has been added

Improvements

  • How all payment-related columns by default
  • Vertical lines will appear on all listings pages by default
  • Maximum size of uploaded images is now 1.5 MB
  • The daily reports now include information about
  • SMS Credits Left – 100
  • 15 days left to expire the plan added in email
  • The Daily Reports will also include information about Schedule Pickups and Expenses
  • Lock/Unlock the sidebar and expand on hover
  • Display an error message if the URL is incorrect/invalid
  • Improved user interface for part usage
  • The supplier name is now linked to the parts list
  • On new account creation, the plan expiration period has been extended to 90 days
  • Async performance will be improved through lazily loading all reports
  • Addition of a Lead Source filter to the leads list
  • Added source in signup page

Bug Fixes

  • There was a bug related to deleting parts that have now been fixed
  • You will now be redirected to the subscription page when an account expires, and we have added Toast notifications
  • Fixed assignment change SMS not being sent
  • Corrected spelling of Touchpad repair services
  • Fixed job update so the job source is saved
  • Resolves the remaining payment in job exports that were rejected
  • Corrects tax creation validation
  • On account deactivation, log out the employee/customer immediately
  • Fixes in Permissions related to showing payment information

January 2022

New Features

  • New Short Domain *.bytephasesmartenter.com has been replaced with *.bytephase.in as a new domain name.
  • New Website- The website was replaced with bytephase.com from bytephasesmartenter.com
  • New Sidebar- The new left sidebar provides scrolling, responsiveness, minimization, and more beautiful options
  • A date filter was added for Sales, Quotations, Invoices, and Payments, which also enables exporting filtered data.
  • Added GSTN and Address fields in Sales, Invoice and Payment exports

Improvements:

  • By increasing the underlying EC2 server, we have improved the performance
  • The  address will now be used for all autogenerated emails instead of the  address.
  • Attachments have been added to Expenses for bills and receipts.
  • Feedback/Suggestion is now included in the profile dropdown.
  • The icons should all be visible even without the internet.
  • You can directly access system settings by clicking on the settings icon near the user information in the new sidebar.
  • “System Settings” were removed, and “Business Settings” and “Subscriptions” were merged into “Business Settings” in a new sidebar.

Bug Fixes:

  • Resolves the issue of the last date not being included in the custom date filter
  • The link length for the review has been fixed
  • A bug in the Daily Report has been fixed to account for timezone differences.
  • We have resolved the permissions issue for inventory.
  • The issue of payments remaining in the customer profile is resolved.
  • In the “Services and Parts” tab, a proper error message has been added for the required fields.

December 2021

New Features

  • Without a job sheet, you can create a quotation
  • Ability to store a number of contacts for customers.
  • An export button has been added for all payments and expenses.
  • A private notes tab has been added to the customer and employee profiles.
  • Filtered data can also be exported to Excel, as can customer-specific data.
  • It is also possible to view each part’s usage.
  • You can access videos and support from the help center.

Improvements

  • The expense and task descriptions can be spell-checked and edited in Rich Text Editor.
  • There is a help center located on the user dropdown menu.
  • You can prioritize tasks now.
  • Export expenses to Excel are available.
  • A part supplier profile has been created (bills, etc., will be added later).
  • Performance has increased significantly.
  • Account information has been cached.
  • Dashboards are loading more quickly.
  • Columns with date data have been indexed.
  • Information on exports (including who exported and business contacts) has been improved.
  • Expense Report
  • Added submenus for Part and Part supplier instead of adding it as a tab
  • Email/SMS integration for scheduling pick-ups.
  • We removed non-crucial reports from the dashboard and added expense reports.
  • The due date, scheduled pickup time, and progress reports are now sorted in a more intuitive manner.
  • The leads are now sorted by the next follow-up date.

Bug Fixes

  • Expense categories can now be edited and deleted
  • The permissions check for expenses has been fixed
  • Private notes now show the owner without refreshing
  • There was a bug preventing filters from clearing on job listings that was now fixed
  • The access denied to employees because of billing permissions has been fixed
  • Resolves addition of employee permission for employees
  • Editing payments now displays the right payment type.
  • The bug in the calculation of the total amount for sale in case of an increase in quantity has been fixed.
  • We have reverted the persistence of Job listing filters.

November 2021

New Features

  • Expense Management
  • Schedule A Pick Up for customers as well as employees
  • Show Scheduled Pickup in employee profile and dashboards.
  • Job Source: Option to select Job Source while creating a job, also option to manage Job Source from System Settings => Job Settings => Sources
  • Export to Excel: Added Export to Excel for Sale, Tasks, Job, Customer, Lead, Quotation, and Invoice.
  • Expense Categories: Added Option to create Expense Categories from System Settings => Business => Expense Category
  • Show bank details on Quotation, Invoices, and Sale
  • Request Customer Review: Get feedback from customers using Request Review,  Also option to configure Review Links from System Settings => Business => Business Information => Review Links

Improvements

  • Improved customer dropdown for sale to show name icons and contact information.
  • Dashboard/Reports added today and yesterday in the duration dropdown.
  • Added Spell Checker for all comment fields.
  • Now customers can send WhatsApp to business owners if the WhatsApp number is configured.
  • Show payment remaining on payment receipts
  • Show “Created By” and “Date and Time” in Private Notes
  • Job detail page categorized into meaningful sections added new sections for Device Information and Repair Information
  • Performance Improvements:
    -Asynchronous dropdowns to improve loading time
    -Dashboard loading is approximately 30 % faster than asynchronous loading
    -Added Cache Layer for Job Source, Service Type, Employees, Device Type, etc
    -Moved export to excel from front-end to backend to get it faster as well as reduce the build size by removing a dependency.
  • Fixes all table button arrangements to show on the right side.
  • The search box on mobile view can be inside the overflow button (3 dots on the right side)
  • Reduce font size for the left sidebar.

Bug Fixes:

  • Fixed add-part-popup height
  • Fixed mobile number field
  • Fixes repair service icon in Job Settings
  • Clickable user link name only for employee
  • Fixed Label for invoice signature from “Signature” => “Employee Signature”.
  • Fixed notification click redirect
  • Fixed payment remaining and payment status must be empty for Rejected Jobs
  • Fixes Send notification for comments only visible to the employees

October 2021

New Features

  • Option to add part/service Including/Excluding Tax.
  • Option to Manage Inventory Stock (Part Quantity automatically reduce if a part is used in sales/jobs)
  • Individual Dashboards for Employees to provide information on Assigned Jobs, Assigned Tasks, Assigned Leads and Delayed Jobs

Improvements

  • Auto uppercase first letter for all name attributes (Ex If you save the device brand as “apple” it will automatically be saved an “Apple”).
  • Business Settings Buttons will show on top previously we are showing it down.
  • Label change for “Vendor Job Id” to “Dealer Job Id”.
  • SMS history link clickable.
  • In sales added price and quantity as mandatory fields.
  • Added Contextual logging for better debugging.

Bugs Fixes

  • Fixes Sales invoice not showing part quantity column.
  • Fixes mobile responsiveness Create customer view.
  • Fixes employee assigned tasks and leads to counting only open status tickets
  • Fixes Assignee Change while payment throwing error.
  • Fixes sequence number already used error in case of error creating entity.
  • Fixes placeholder for lead status.
  • Fixes Part supplier GST number update not saving issue.

16 September 2021

New Features

  • All Payments, Invoices & Quotations are added in the “Billing Tab”.
  • On Create Customer option to select notification SMS, and Mail for customer activation.
  • On Changing the assignee option to send SMS, Mail, or Web notification to the employee.
  • Daily Business Report at 9.00 PM with additional information.
  • Added “Assigned Leads” and “Assigned Tasks” tabs in the dashboard and Employee Profile page.

Improvements

  • Fixes add job icon on floating button
  • On Mobile view show rollers for the calendar.
  • Signature responsiveness and issue with not displaying Employee Signature/Printing etc
  • Added Column Chooser for all tables
  • Hide assignee filters from the dashboard and employee profile for Lead and Task.
  • Updated UI to show “+” button for all creates buttons.

Bugs Fixes

  • Fixes Business settings not saving
  • Fixes code to show employee details on pop hover
  • Fixes Customer add popup at Least one required validation
  • Fixes time difference issues for tasks and leads.

01 September 2021

New Features

  • Daily business report
  • Send Whatsapp messages to Customers/Employees.

Improvements

  • Updated search method for customer and UI improvement
  • Added device type filter for the Job Listing page
  • Added Customer Type filter for Job Listing page
  • Added multi-select dropdown for Lead Status Filter
  • Show alternate phone numbers in an invoice, quotations, payments, etc
  • Error Notification for unauthorized access
  • Added column chooser for sale, part, customer, employee
  • Improved the email content for new Sale mail
  • Improved Customer search dropdown to show Icons and on-demand loading

Bug Fixes

  • Fixes admin cannot deactivate his account.
  • Fixes preventing delete action on repair service, storage location, and device colors if already used in jobs
  • Fixes GST number not showing on an invoice, quotation, or payments, for Dealer/Corporate User
  • Fixes tax code updates for repairable services
  • Fixed comment font issue in payment mail
  • Fixed bank nullable fields
  • Show notification to the user while sending mail if there exist invalid email settings
  • Fixes printing margins
  • Hide the signature box while printing.

16 August 2021

New Features

  • Added SMS notification for job status updates.
  • Added SMS notification as well as notification channel selection for “Add Comment”.
  • Keyboard support for quickly creating Job (Alt+J), Sale (Alt +S), Lead (Alt+L), and Task(Alt+T).
  • Added sales report in the report tab.
  • Added SMS to send a link for customer account activation.
  • Persist job listing filter selection.

Improvements

  • Added Delivery receipt number and payment receipt number.
  • Increase Font Size for all PDFs (Sales, Invoice, Quotation, Job sheet, Payment, Delivery Receipt)
  • Digital Signature Capture now supports Mobile/Tablets etc

Bug Fixes

  • Fixes Tax subclasses not showing for sale.
  • Prevent adding multiple deliveries for an individual job.
  • Fixes “Total” column width in the Quotation and Invoice table.
  • Fixes part supplier mobile/email already exists error
  • Improved signup wizard UI.
  • Fixes due date color for Tasks and Leads
  • Fixed mobile responsiveness for the permission tab.
  • Show plan-wise term and conditions options.

01 August 2021

New Features

  • The job-status will automatically update on quotation approval or rejection based on workflow settings.
  • Added button to quickly create device brand on job creation page.
  • Showing customer contact details on customer name link, when clicking on job listing (It will help you to quickly call customer)
  • Added “Clear Cache” option in Profile Dropdown it will clear all your table settings (it will not delete any data.)
  • The planwise show/hide feature will automatically hide features that are not included in your purchased plan.

Improvements

  • Hide floating button features plan wise
  • Fixed sale icon in floating button
  • Removed mandatory “transactional_id” from add payment popup
  • Added due date for tasks.
  • Added Courier option in Job Service Type
  • Fixed login page logo size
  • Fixed Lead and Task to show assigned task/lead counts appropriately
  • Added creation assignee history of the job, sale, lead, task, etc

Bug Fixes

  • Fixed number formatting for payment-related columns like price, amount, sub_total etc
  • Fixed lead type changes not updating in Lead detail.
  • Fixed-mobile view responsiveness for the sidebar toggle icon
  • Fixed some mobile UI responsiveness issues.
  • Show the sequence number according to the plan you purchased
  • Fixed Taxes list header alignment for Subclasses

15 July 2021

New Feature

  • SMS Credits balance and Buy SMS Pack (We have provided 50 SMS credits to all customers, after that your SMS’s will stop until you Buy the SMS pack).
  • Verify ownership of device using Job Delivery with OTP verification.
  • Invoice Edit functionality similar to quotation edit.
  • Now you can add terms and conditions for Sales, Payment, Delivery.
  • Added “Create Sale” option in Floating button to quickly create the sale.
  • On Job listing employee dropdown shows a count of assigned jobs, In a similar way if you are on the Task list you will see assigned tasks to the employee in the employee dropdown as well as in the Lead list you will see the count of leads assigned to an employee in the dropdown.

Improvements

  • Added Mail, SMS& Web notification to Create Delivery.
  • Added notification for Task assignee (Task Management).
  • Added date filters & assignee filters for leads.
  • Now lead list and task list you can select the column you want to show in the list using column chooser.

Bug Fixes

  • Fixed Permission issue for employee (create/edit sale, create repair service).
  • Fixed dashboard reports for the count of jobs.
  • In the notification, Fixed Sales link not opening the particular sales.
  • Fixed download attachment in job details.
  • Fixed UI related bugs.
  • Fixed Lead update email
  • Fixed Lead Followup not saving the follow-up channel

01 July 2021

New Features

  • Advance Permission Controls for employees, Now you can show/hide any tabs, payment information etc from your employee using permission controls.
  • Digital Signature Capture for JobSheet, Quotation, Invoice, Payments, Delivery and Sale.
  • Short Link for all SMS’s, we have reduced the length of links we are sending in SMS from around 120 characters to around 40 characters.
  • Added Subscription tab to show purchase options and SMS history.

Improvement

  • For new signups, a sequence number for job sheet, quotation, and invoice is small by removing – in sequence number.
  • Improved responsiveness for job sheet & quotation.
  • SMS history UI fix for empty space.
  • Fixed Summary column width by removing label Sum.
  • Improved button UI/padding for Safari Browser.

Bugs

  • We fixed the issue of feedback not working without images by making images optional.
  • On authentication, failures fixed 500 errors with 401 Unauthorised access.
  • On expiring trial period redirect to the subscription page, previously it was redirecting to settings tab.
  • Fixed Job Service and parts horizontal scrolling.
  • Fixed customer address not showing if customer opened link without login.

June 2021

New Features

  • SMS, Email integration for Sales.
  • The sales receipt link will open without customer logins.
  • Added option to change assignee while adding payment, delivery, or updating job status.
  • Added Subscription tab in left sidebar menu for “Subscription” and “SMS History”.
  • Payment Integration is available now for a subscription.
  • SMS Pack integration available for SMS credits.

Improvement

  1. A re-designed user interfaces for all authentication pages.
  2. As per the customer’s suggestions, removed configurable website.
  3. In Sales and Jobs while adding part you can specify quantity as well.
  4. On Job, the list added sorting for Created Date and Due date columns.
  5. On job list and customer list Added filter for user roles.
  6. Removed initial quotation filed from Job sheet, Quotation and Invoice as per customers feedback.
  7. Added GST field on Job sheet, Invoice, Quotation.
  8. You can purchase a product or pay directly to us for a plan and SMS from our website https://bytephase.com/

Bugs

  • The “Approved By” field now shows the approved user name on quotation approval.
  • SMS integration properly working for a quotation.
  • Fixed all popup height issues for mobile responsiveness.

May 2021

New Features

  • Customer can view Job Sheet, Quotation, Invoice and Payment receipt without logged in.

Improvements

  • Sales: Added “sales invoice no” on Sales Receipt PDF copy.
  • Left side menu: “Task Management” renamed to “Tasks”.
  • Left side menu: “Lead Management” renamed to “Leads”.
  • Leads: “Select assignee field” shows all employee list in it previously it’s showing just 10 records.

Bug Fixes

  • Job Delivery: Fixed add delivery not working for “Customer Pickup” type.
  • Part Supplier: Unique validation added for “Mobile No” & “Email” and also added “GST No” validation.
  • Leads: Unique validation added for “Mobile Number”.
  • Search Boxes: Search box on listing pages of Parts, Part Supplier, Leads will show only filtered results.
  • Assignee Links: Assignee link on job listing redirect to employee profile previously it’s redirecting to customer profile view.
  • Schedule pickup Request: “Issue field” is now working also editable.

April 2021

New Features

SALE: Following to April Release plan we have deployed the Sales module, Please find the details below:

  •  Only Admin/Reception can Create/Edit/View Sale in Left Sidebar Below Customer link.
  • Sales list have the option to filter by customer name, sale number and Payment Status.
  • You can download a sales invoice by clicking on the PDF icon from the sales list.
  • You can set Sales Sequence Number from System Setting => Business => Sequence Setting.

Bug Fixes

  • Add payment now show mandatory transaction ID in case of the online transaction.

27 March 2021

New Features

  • Added custom option to select all reports including dashboard with specified dates.
  • Add your WhatsApp link from System Settings => Business => Social Links
  • Added priority column in the job listing.
  • Added option to send Mail/Web notification to customer on changing status from “Update Status” popup.
  • Show quotation status as Badge for consistency.

Improvements

  • Lead: Either email or mobile number is mandatory not both.
  • As per suggestion from a customer we observed that popups are not fitting on screen and needed scroll, we fixed all popup heights

Bug Fixes

  • Job Quotation: Approval/Rejected comment is now visible, it was not showing earlier.
  • Service and Parts: Responsive changes for showing the amount for mobile view.
  • Invoice: Earlier invoice comment is not sending in an email it should work now.
  • Part Supplier: Fixed part supplier edit/delete not working.

24 March 2021

New Features

1. Added ON/OFF table settings to show Column lines, Alternate Row Color, Show Row Lines settings etc on all tables in the system.
2. Default Address: Set Default State/City for your account, once you set this while creating a customer you don’t have to set state and city for that customer.
3. Delivery Receipt: From Job details => Delivery you can View/Download/Print delivery receipt.
4. Update status: You can update the status while changing assignee or adding payment or adding delivery details.
5. Delivered By: Added field for “Add Delivery” popup to take delivered by employee name

Bug Fixes

1. We removed the requirement for an email on the customer update page and now only require either an email or mobile number.
2. Invoice: Fixed Invoice Date and added Printed on the date.
3. Lead: Fixed Lead validation error showing message twice.
4. Inventory: Added validation minimum value validations for part quantity, price, and selling price.

17 March 2021

New Features

  • Export Job list to Excel
  • Job sheet, Invoice, Quotation and Payment will now show an option to send Email, SMS and Web notification to the customer.
  • On Job listing added column for “Payment Received”, you can select that from column chooser.

Bug Fixes

  • On Job listing expand Overview not showing part is fixed.
  • Customer Login not able to view Job details as its throwing Forbidden error is resolved. 3. 3. 3. Spelling fix for “Term and Conditions” to “Terms and Conditions”
  • Fixed Add Delivery popup title “Add Delivery”.
  • Fixed Job invoice mail is not sending mail to customer

08 March 2021

New Features

  • Job list now have a date filter
  • Added phone number filed in Create user popup (job detail page)

Improvements

  • Removed stage filter from job listing as of low usage.

Bug Fixes

  • Change Email from customer profile detail page now don’t need old email.
  • Spelling fix from “Storage Location” to “Storage Locations” in job settings
  • Fixed job status popup not opening second time if closed from a close icon
  • Fixed customer search on the job listing to search using customer name, mobile number, email.

05 March 2021

New Features

  • Overview with a master-detail page for quick updates.
  • Job listing added Repair services and Device type in the listing
  • Payment edit and delete options are available now
  • All tables now have options to change the position of column, increase/decrease column width.

Last updated: 23 October 2026