Skip to content Version [2026-06-08]
Added
Lead Management
- Added an Active Leads manager view to the Lead Clusters pipeline for a real-time summary of in-progress leads (#15483)
- Added a tasks table directly on the lead cluster page so all tasks are visible at a glance (#15581)
- Added lead-task notifications to the bell icon so staff are alerted when tasks are assigned or due (#15479, #15478)
- Added dealership-level activity report so individual dealers can track their own performance (#15624)
Customer Communication
- Added AI summary and expandable call transcript for phone recordings on the lead cluster (#15377)
- Added event-driven notifications for payment requested and payment received events (#15370)
Stock Management
- Added automatic stock number overlay applied to hero photos on vehicle ingest (#15490)
- Added machinery category and subcategory labels for improved classification of machinery listings (#15321, #15504)
Finance & Deals
- Added reverse DAP (Drive Away Price) calculator so staff can work backwards from a target price (#15584)
- Added nullify action for payments and payment holds to allow clearing erroneous payment records (#15605)
- Added quantity support on custom line items in quotes and contracts (#15414)
Appointments
- Added loan car e-signature flow with retry logic and email confirmation (#15258)
- Added ability to search for loan cars by registration number (#15369)
Website & Content
- Added unregistered vehicle permit support (#15448)
Reports & Analytics
- Added AI SMS usage analytics page for admin staff (#15586)
Settings & Administration
- Added a button to create custom roles directly from the access control page (#15603)
- Added permission to control which users can download invoices (#15482)
- Two-factor authentication is now required to generate contracts and invoices (#15622)
Changed
Lead Management
- Improved lead cluster timestamps to update correctly when a sales contract is restored (#15593)
- Improved the auto Next Follow Up toggle with a descriptive hint and info sheet (#15585)
- Improved the Lead Clusters to Sales Funnel graph UI for clearer visualisation (#15481)
- Search settings now save independently per accordion section (#15588)
Customer Communication
- Improved bulk SMS CSV column mapping with additional shortcode support (#15390)
- Fixed SMS conversation thread to correctly include outgoing campaign messages for contacts with existing lead clusters (#15437)
- Improved call recording handling for Caffeinate/CallTrk direct MP3 URLs (#15596)
Stock Management
- Improved caravan spec saving so all fields persist correctly from the Caravan Specs tab (#15515)
- Made the stock number overlay process resumable after a partial failure (#15506)
- Improved comment template cache invalidation with UI indicators showing template status (#15382)
Finance & Deals
- Improved handling of demo vehicle contracts including dealer delivery and LCT calculations (#15393, #15397, #15422)
- Improved bilateral signature badge display (#15428, #15430)
- Improved QLD CTP cost accuracy (#15401)
Appointments
- Improved service bookings display in the calendar view (#15537)
- Updated calendar entries to show the vehicle model on pending test drive cards (#15372)
Settings & Administration
- Improved settings menu load speed (#15571)
- Improved two-factor authentication error handling and badge display (#15570, #15551)
- Requiring a password to disable two-factor authentication for better account security (#15575)
General
- Improved overall search performance by moving Postgres search queries to the read replica (#15527, #15568)