Release notes

A list of version notes for the Simple GMS system. Have a feature or suggestion for the system? Use our feature suggestions form.

Reminders

  • Custom reminders can now be created for job sheets via job templates
    • These are created via Reminders -> Custom templates and then can be linked via Config -> Job sheet templates -> Linked reminder

Messages

  • Added search/sort/filter functionality to message template list page
  • Additional message template information is available including recipient type

Job sheets

  • For customer addresses, a link has been added to view the address in Google Maps
  • Customer address/delivery address has been added to the calendar job sheet info modal

Invoices

  • Negative value job sheet line items from imported bookings will now automatically create an invoice discount when the invoice is generated
  • Customers can now optionally have up to 5 additional email addresses to receive invoice emails
    • Additional email addresses can be added via Customers -> List -> Edit -> Email address -> Add extra invoice recipient(s)
  • Xero invoice export has better support for line items and discount values in relation to tax status
    • Default AccountCode and TaxType values have now been provided

Credits

  • Additional credit audit information is available including:
  • VRN credit origin source (e.g. check-in app, external booking)

Resellers

  • Default configuration settings can be applied for new locations (e.g. lead time, cut-off, operating hours, work breaks) at a reseller level and also for a region within that reseller
    • The default location settings can be viewed at Reseller -> Locations -> Templates (these are managed by the Simple GMS support team)
  • A list of relevant system-wide regional holidays are now viewable for resellers at Reseller -> Regional holidays (these are managed by the Simple GMS support team)

Miscellaneous

  • Additional debug and test tools for Simple GMS administrators to monitor emails
  • Additional credit usage report statistics and options for Simple GMS administrators

Fixes

  • Fixed issue w/ URL slug text casing transformation displaying ambiguous validation error
  • Fixed issue w/ URL slug duplication check on help articles
  • Fixed issue w/ blocked times not displaying on the calendar under certain circumstances

Reminders

  • Reminder SMS and email wording can now be customised (for the latter, contact the Simple GMS support team)

Messages

  • SMS messages sent out via the system can now have custom wording (this can be defined at a location or reseller level)
  • Shortened links are now used for SMS correspondence to conserve character usage

Check-in app

  • Customers can now provide a "Where did you hear about us?" response
    • These responses are available to read on the customer edit page and customer exports

Resellers

  • Bulk location updates can now be applied for multiple locations at once including:
    • Operating hours
    • Blocked times (e.g. lunch breaks)
    • Active status
    • Widget config settings
    • Calendar holidays
  • Location details can now be exported into a CSV format

Miscellaneous

  • Added location ID to navigation sidebar
  • Standardised design for various list page toolbars
  • Additional measures have been put in place to better test and pinpoint issues for messaging services and reminders
  • Additional help knowledge base articles for new reminder and message template functionality
  • Additional location search filtering options for Silkmoth/reseller admins
  • Additional location CSV import options and refinements
  • Refinements to user management page location assignment list
  • Credit status default setting updates

Fixes

  • Fixed issue w/ previously failed reminders being unable to re-attempt on occasion

Check-in app

  • A print-friendly check-in poster can now be accessed via Customer check-in -> Poster with a unique QR code per garage to allow customers to check-in using their personal device

Vehicles

  • Vehicle health check subsequent report edits now display previous follow-up details more prominently
  • Vehicle health check report now uses report's red/amber/green status for tyre tread depth diagram (previously used minimum tyre tread depth value)

Reminders

  • Applied filters are now remembered across sessions
    • Additional "reset filters" button now automatically reverts to default reminder display settings
  • MOT reminders now discerns the reminder due date from the vehicle's MOT due date in the display

Miscellaneous

  • Unscheduled jobs calendar list and navigation count is now limited to jobs created within the last 2 weeks
    • Full unscheduled jobs list can now be found via new navigation menu item)
  • Automated service (i.e. background data processing) efficiency improvements
  • Mobile display improvements for reminder health check reports and check-in app
  • Added link to tutorial videos via "Help & tips" navigation section
  • Various UI improvements (navigation and customer communication options predominantly)
  • Job sheet template management UI improvements
  • Added logged in user's name to "my account" dropdown

Fixes

  • Fixed issue w/ customer mapping logic on incoming orders with multiple customers sharing phone number/email addresses
  • Fixed issue w/ customer phone type (mobile or landline) sometimes mapping incorrectly on incoming orders
  • Fixed issue w/ line item templates without a SKU populating job sheets incorrectly
  • Fixed issue w/ unscheduled job archive status change not updating unscheduled job count in the navigation
  • Fixed issue w/ job sheet template linked item count showing incorrect number on certain shared location setups
  • Health check reminder management options will now only display for appropriate regions and for records with at least one associated customer

Reminders

  • Vehicle MOT and health check reminders are now available in the system
    • MOT reminders are automatically generated for upcoming MOT due dates for vehicles within the system
    • Health check reminders are optionally generated when a report is created
    • The reminder system is initially limited to UK regions, this will later be expanded to non-UK regions

Vehicles

  • Automated MOT due date/V5C issue date refresh service is now implemented for vehicles to assist with MOT reminders
    • This will only apply to vehicles that have previously had an online lookup used to populate the data
  • Reminders for a specific vehicle has been added to the edit page

Emails

  • Styled emails are now used throughout the system rather than plain-text
    • Customer-facing emails will use the related garage's logo if available (contact the support team to set this up)
  • Custom email templates can be set up within the system to use your own HTML/branding (allocated to a specific location, group or reseller depending on requirements)
    • Contact the GMS support team to set this up

Miscellaneous

  • Locations can now be marked as inactive, these are still operational within the Simple GMS system but will have restricted access to calendar widgets
  • Added "show x results" customisation functionality for listing pages
  • Added Italy region/tax settings and widget translations to the system
  • Resellers can now manage certain location details (e.g. name, time zone, address)
  • Additional location operating hour options
  • Page speed efficiency updates to vehicle edit section

Fixes

  • Fixed issue w/ incoming API orders failing to convert to job sheets for garages w/ no remaining credits
  • Updated mobile number validation to be less strict to allow greater variety of region number formats
  • Fixed issue w/ missing widget minutes to refresh value causing the widget display to flicker (field is now mandatory)
  • Fixed routing issue on Silkmoth admin default page
  • Fixed issue w/ vehicle health check follow-up custom dates not displaying on subsequent edits

Check-in app

  • The check-in app now supports "walk ins" where customers can add their vehicle/personal information prior to a job sheet being entered into the system

Vehicles

  • Vehicle health check reports now support custom template formats with tyre check report template added
    • Existing health check reports will default to the full 27-point health check
    • Contact the Simple GMS support team for any custom report template requests

Credits

  • Simple GMS support team can now set custom credit alerts to notify of a remaining credit threshold being hit

Miscellaneous

  • System-level SMS messages (such as the order notification/re-schedule messages) can now have custom text for alternate messaging and/or translations
    • Contact the GMS support team to set up any custom SMS messaging
  • Quality of life improvements for managing locations, credit status records and API accounts via Silkmoth administrator role
  • SignalR logic efficiencies to improve performance and better pinpoint any issues
  • Credit usage reporting efficiency improvements and additional data access

Fixes

  • Fixed issue w/ whitespace-only fields causing exception on customer management form
  • Fixed issue w/ empty header search causing exception
  • Fixed issue w/ credit status records on 0 monthly credit allocation affecting reporting calculations
  • Fixed issue w/ third party bookings form not converting to job sheet under certain circumstances
  • Fixed issue w/ credit reporting not displaying monthly renewal applications for certain dates
  • Fixed issue w/ job sheet line items without a price causing an error on the job sheet split page
  • Fixed issue w/ vehicle health check datepicker displaying inadvertently under certain circumstances

Invoices

  • Invoice discounts have been added to the system, allowing fixed or percentage discounts to be highlighted on a customer-facing invoice
    • Discounts can be applied on a per-invoice basis or alternatively, an auto-applying discount can be allocated to specific customers (with the discount automatically applying to any future generated invoice for said customer)
    • Any invoice discount will be included in the invoice exports where applicable (as a negative value line item)
  • A "running total" for invoices now displays when creating and editing a job sheet (or editing an invoice), this will dynamically update to show what the invoice will total before it is generated to provide a quotable value
    • Quotes shown will include any customer auto-discount when applicable (this discount can be altered once the invoice is created)

Widget

  • Customisable lead times with cut-off logic can optionally be added for widget integration (this will not affect any existing integration with the likes of TyreClick)
    • This is managed either via the Simple GMS support team or at a reseller level (impersonating a location administrator)
  • Customer address fields can now be added to a service widget (for mobile fitting services), the address fields will only be visible/mandatory for bookings if the setting is turned on
    • This is managed via Config -> Manage service widgets -> Create/edit -> Widget settings -> Include customer address fields
  • Widget script is now minified to increase performance speed
  • Script versioning has been implemented to prevent updates not being applied instantly for certain users

Customers

  • Incoming API orders can now optionally prevent any customer mapping logic so a new customer record is created each time
    • This is managed at a reseller level (Settings -> Prevent customer mapping)
  • Customer address will now display on daily job report where available

Miscellaneous

  • Added JavaScript versioning for bespoke scripts
  • Additional reseller location filtering options
  • Added location name to navigation menu for single-location users
  • Various quality of life improvements for reseller accounts
  • Additional location filtering options for Silkmoth administrators

Fixes

  • Address labels for "County/Province" are now flagged as optional to reflect new data setup
  • Fixed issue w/ invoices potentially generated without a vehicle under certain circumstances
  • Added "cancel impersonation" link for Silkmoth administrators impersonating reseller administrators

Vehicles

  • Vehicle mileage history can now be added
    • Mileage will display on invoices and health check reports if mileage is recorded within 30 days of the report
  • Vehicle notes can now be added (useful for details such as preferred tyre size etc.)
  • Manually created vehicles can now retrospectively be updated via the online lookup

Calendar

  • Incoming bookings from a third party system can now optionally send an SMS/email notification to the garage to inform them of a new order
    • Fixed slot orders (e.g. AM/PM) correspondence will inform garages that action needs to be taken to allocate a time slot
    • Any failed booking to job conversions (due to insufficient data) will be flagged to garages to provide any missing information as soon as possible
  • Additional vehicle information is now shown on the quick invoice and unscheduled job lists
  • Calendar invoice list will now show invoices with an issue date of the selected date, the dependency on a job on the same date has been removed
  • Calendar invoice list will now display invoices with payment due on selected date

Customers

  • Additional "account" customer type (e.g. fleets)
  • Customer list page now displays type info and can also now be filtered by customer type
  • Customers can now optionally add/update/remove their address via the check-in app tracking page
    • Garages can opt-out of displaying the customer lookup via Credits -> Settings

Invoices

  • Added new invoice payments report w/ monthly presets and custom date range options
    • End of day report has now been moved to new "Reports" navigation item in the menu
  • Added "payment assist" as an invoice payment source option
  • Added due date to invoices where the due date doesn't match the issue date

Miscellaneous

  • Additional help articles and re-worded some existing articles to reflect new/altered features
  • Additional custom theme display options including extra navigation and input control colours (requires Simple GMS team)
  • Improved dropdown menu UI and added descriptive labels for items
  • Refined credit reporting UI to better match updated taskbar UI throughout system
  • Upgraded FontAwesome to version 6
  • Additional credit audit information
  • Additional error debug tools (GMS team only)
  • Added new "clear local information" page to clear all Simple GMS cookies (for resolving user issues)
  • Improved vehicle health check report UI to work better responsively (tablet focused changes)
    • Refined reporting options to use new dropdown format on health check report

Fixes

  • Incoming API bookings customer email validation has been relaxed to allow plus symbol
  • Fixed issue w/ live connection status overlapping config menu item on low-height, high-width display resolutions
  • Additional measures to prevent spamming the vehicle/customer lookup functionality on job sheet create
  • Fixed issue w/ date formatting on quick invoice menu shortcut modal prompt
  • Fixed issue w/ calendar widget not displaying available time slot for certain fixed slots setup
  • Refinements on calendar invoices to use more efficient data structure and prevent excessive data error intermittently coming through

Reseller role

  • Added reseller role with the ability to:
    • View location details
    • View credit status details
    • Access garage admin areas via user impersonation
    • Update job sheet statuses (single or multiple depending on workflow settings)
    • Optionally add reseller support contact information (phone/email) to display to garages on their "contact support page"
      • Reseller details will be marked as "Business" with the Simple GMS team info as "Technical"
      • Garage reseller support interaction is tracked in Google Tag Manager

Miscellaneous

  • New, lower-priced "lite" version of the system
  • Location switching tool has been moved to main sidebar navigation menu
    • This now includes an inline search for users with access to a larger number of locations (8+)
  • Default credit status values have been updated
  • Invoices have been updated to better cater for zero priced items/invoice totals
  • Additional report control options and improved UI on task board, daily report and end of day invoice report
  • Quick invoice selected job type will now be remembered (i.e. "Vehicle + customer" or "Vehicle only")
  • New features/improvements suggestion page (feature suggestions) now linked in the "Contact support" page

Fixes/improvements

  • Speed improvements for deciphering theme data (default theme only)
  • Refined Google Tag Manager integration
  • Visual improvements to check-in app to better fit smaller screen sizes
  • Responsive improvements catered for mobile devices
  • Additional customer import debug information to determine any file formatting errors
  • Fixed issue wherein jobs with a line item not containing a price would error on the job info modal pop-up
  • Fixed issue wherein selected location would reset after period of extended inactivity for multi-location users
  • Fixed issue wherein job tooltip would remain visible on calendar week view following modal display

Invoices

  • "Quick invoices" can now be created on the calendar, enabling invoices to be provided with minimal steps required
    • Quick invoices have an allocated date but no time slot is required
  • Invoices can now be edited (including the due date, allocated customer and line item information)
  • Invoices can now be cancelled  this will remove the "invoiced" status from the associated job sheet and remove the invoice from all reporting
  • Invoices now have a status path for customer interaction i.e. Report created -> Sent to customer -> Viewed by customer -> Paid by customer
  • Invoices can now be created without a linked customer (a customer can later be added if required)
  • "End of day" invoice report is now available w/ overview of payments/invoice totals

Widget

  • The calendar widget supports French (languageCulture: 'fr-FR')
  • Customisable "fixed" slots can now be used on the widget (Config -> Manage widget settings), allowing for AM/PM bookings and greater flexibility for mobile fitting
  • An optional "all day" slot can be added for autogenerated widget slots
    • Additional display text can be added for this slot to inform customers of things like drop off/pick up times
  • Configurable options for showing the widget time slot end time and displaying the garage's opening hours
  • Widget script is now completely JS driven with no jQuery dependencies

API updates

  • API information requests have been added including:
    • GetById (return a single job sheet via its GMS ID)
    • GetByIds (return a list of job sheets via the GMS ID)
    • GetUpdatedAfter (return a list of job sheets updated after a specific date/time)
  • API keys can optionally be linked to a booking source
    • This will ensure all bookings made via the API key will be linked to the booking source
    • Any info requests using a linked API key will only return job sheets for that booking source
    • Linked API keys will need to be set up by the Simple GMS support team
  • Vehicle info can optionally be returned when adding a booking via the API (ReturnVehicleInfo: true)
  • API keys can now have a list of allowed referrers to prevent malicious API request attempts (requires GMS support team)

Vehicle health checks

    • Vehicle health checks now have a status path for customer interaction i.e. Report created -> Sent to customer -> Viewed by customer
    • Vehicle health checks can now be sent to customers directly via the associated vehicle page (previously only accessible via the report itself)

Standalone service widget

  • Service widgets can be created to enable bookings for specific services via external websites directly into the GMS
    • These can be setup/updated via Config -> Additional config pages -> Manage service widgets
  • Widgets operate independently and can be customised with various settings such as:
    • Service information (name, description, icon, price)
    • Display settings (primary colour, single/multi-column display)
    • A linked job sheet template/line items (this will automatically allocate any incoming job via the widget to have the line item(s) associated for easy invoicing)
    • Job time estimates and lead time in days (e.g. if a service cannot be done prior to 2 days in advance from the booking being made)
    • Bay limitations (if a service can only be done on a particular bay or set of bays – the time slots shown on the widget will reflect the bay(s) chosen)
    • Customer notification settings (the customer can be automatically notified of their booking via SMS)
  • On the service widgets page, for created widgets there is an “Add this to my website” button leading to a page containing the required steps to set it up on an external site

Job sheets/calendar

  • Job sheets can now be "split" into multiple linked jobs (e.g. servicing could be split into a TPMS check and oil change depending on time/bay availability)
    • Jobs can be split by clicking the job in the calendar or going to the job sheet's edit page and selecting "Split job sheet"
    • This will take the user to a page to provide some details of the job split (e.g. line items, time estimate)
    • Linked jobs will be marked in the calendar/task board etc. and all linked jobs are easily accessible when viewing a job that has been split
    • When generating an invoice, all linked jobs' line items will be used and each linked job will be marked as "read only" to prevent any updates
  • Job sheets with a "hidden from calendar" job status (e.g. cancelled) are now hidden from the daily report (previously had a visual strike through the job name)
  • When creating a job sheet, an option now displays to find an existing customer by last name/phone number (if for example, a vehicle is searched with no linked customers but the customer for the job is already in the system)
  • When creating a job sheet, searched vehicles with a single customer will auto-select that customer for the job sheet (this can still be changed manually if required)
  • Removed superfluous "job added" display after creating a new job sheet
  • Job sheets with a generated invoice will now display an invoice link on the daily report and/or job search results

Vehicles

  • Vehicle lookups have been altered to include extra info, namely:
    • Tyre sizes
    • Last V5C issue date (UK only)
  • When using the vehicle lookup when creating a job sheet, additional info will show:
    • Engine size
    • Fuel type (e.g. petrol, diesel)
  • Vehicle detail page has been updated to include the new information as well as refined UI
  • When adding a vehicle link to an existing customer, a new vehicle can be searched/created outright (previously relied on the vehicle already existing in the system)

Invoices

  • Added invoice export functionality w/ pre-defined templates for Quickbooks, Sage and Xero
  • Locations can update their tax (e.g. VAT) registration status, by not offering tax this will remove any mention of tax on generated invoices
  • When an invoice is generated for a job sheet, the job status is now marked as "invoiced" automatically
  • Invoices can now optionally display a link for customers to leave a Google review for the business (Google Place ID must be provided – requires Simple GMS support team)
  • Line items now display a “price each” value to better clarify the totals shown on the invoice
  • Invoice payments via the customer edit page now redirects back to the customer (previously went to invoices section)

Miscellaneous

  • All pages with listed records (e.g. job sheets, customers) now use a standardised display for any filtering
    • Additionally includes sorting options for all listed records (varies by page depending on content)
  • Live chat service has been added (top-right hand corner)
  • A dedicated "contact support" page has been added to outline the various means of getting assistance for the system
  • The check-in app has had various display adjustments to be print-friendly (recommended on an A4 sheet)
  • Customised tablet/mobile shortcut icons have been added for the admin area and check-in app
  • When typing in your password on the login or “my account” page, there is now an option to display the password being typed out
  • Menu refinements, namely:
    • Config menu section has been consolidated to a single menu item containing all configuration setting pages
    • Added mobile menu close button

Job sheet line items (new)

  • Line items can now be added to job sheets including standard invoicing information (description, quantity, unit price w/ and w/out tax, item tax rate)
  • Line item "templates" can be created, containing default information for line items - these will display when typing in a description on a job sheet line item (with an "autocomplete" function showing relevant item templates). This can be managed at Config -> Job sheet line items.
    • A job sheet template can be linked to these line item templates - for example if a job sheet template was "Wheel alignment" this could include line items for "Front wheel alignment (x2)" and "Rear wheel alignment (x2)", with the entire structure being auto-populated for the job sheet with one dropdown selection (Config -> Job sheet templates -> Manage templates -> Location line items)
    • Line item templates are location-specific (to cater for individual pricing) but can be copied between locations within the same group to make an exact replica, this can be done via Config -> Job sheet line items -> List -> Map between locations
  • Items from calendar widget bookings will generate relevant line items automatically

Invoicing (new)

  • Generate invoices for job sheets (these must have at least one complete line item assigned to the job sheet)
    • Any job sheet with an invoice generated will become "read only" and cannot be altered afterwards
  • View customers with outstanding balances (these are highlighted in the navigation sidebar)
  • Make partial/full payments with automated updating of the invoice’s payment status and the associated customer's outstanding balance
  • Send invoices to customers (option to email/SMS them dependent on available customer information)
  • Add garage payment information (e.g. cheque/bank transfer details) for generated invoices
  • Multiple currency support - at the time of writing this pertains to Great British Pound Sterling (£) and Swedish Krona (kr). New currencies will be added as and when required.
  • Location logo can be added to the invoice (requires Simple GMS support team)

Calendar holiday management (new)

  • Added calendar (bank) holiday management (Config -> Settings -> Holidays)
    • These holiday dates will prevent any bookings being made via calendar widgets (job sheets can be manually added by location admins via the calendar page however if required)
    • Newly-created holidays can be simultaneously created for other locations in the same group        

Credits (updated)

  • Additional audit information (on the credit history page) including specific details e.g. the type of SMS sent like "Re-schedule", "Order tracking notification" along w/ links to any relevant items (job sheet/vehicle)
  • History CSV export for a full breakdown of credit usage (including individual location spend)

Help & tips (updated)

  • The help & tips section has been updated to include an built-in help function - the system now has various help "prompts" (e.g. a question icon) that when clicked on, show a help sidebar with the information relevant to the section/page element
    • The help & tips page also now has an inline search function (w/ autocomplete) to better narrow down topics
  • Help & tips sub-menu has been added to the calendar page w/ relevant help items all pertaining to the calendar functionality

Miscellaneous

  • Re-scheduled job sheets will now also provide the option to send the customer an email to inform them (assuming they have an email on record), previously this was only SMS
  • Various pages on the system w/ job sheet info now has a "View in calendar" link which will open the calendar page w/ the selected job sheet highlighted
  • Home page "panels" have been added with some quick info to guide new/existing users on the system features
  • Additional info and search options on the following list pages:
    • Job sheets
    • Customers
    • Vehicles
  • On the check-in app, a confirmation page will display when a user checks in successfully (after 10 seconds this will redirect back to the relevant page)
  • Various UI refinements – create job sheet/job info modals have been refined and some mobile focused changes

Customer order tracking notifications

  • This will send customers an SMS message the day before their job sheet is scheduled with a tracking link – this enables them to check their order details and update their customer record information
  • This setting can be turned off if required (Credits -> Settings -> Send Customer Order Tracking Info)

Customer check-in app

  • Accessible via the garage admin, this allows customers to check-in for a job and let the garage staff know the work is ready to start (customers can also check/update their details)
  • The app is ideal for something like a tablet to display in the garage itself and also has a QR code/website for customers to visit if they don’t want to use a shared device

Credit reporting (usage stats, location use etc.)

  • Location credits overview now has charts to show allocated vs actual credit usage for a month, credit type cost breakdown (e.g. SMS, VRN, Address) and location breakdown for shared credits (i.e. who has spent what)
  • Additional credit usage information in reporting i.e. the context of how a credit was spent (e.g. customer being sent a job sheet tracking notification)

Vehicles re-structure

  • VRN searches will only incur a credit cost for either an entirely new vehicle or when a user explicitly chooses “Update vehicle info” for an existing vehicle
  • There is a new vehicles section in the location admin area, containing all linked vehicles w/ the ability to force a live service update and see any previous job sheets
    • This also has the MOT history and vehicle health check reports if available (UK only)

Miscellaneous

  • Additional help & tips content to cover the additional functionality put in place
  • Location logos can be added to the system via the Simple GMS support team - these will display on vehicle health check reports

MOT history (UK only)

  • Each time a VRN search is done via a UK location, we import the MOT history of the vehicle where possible – this can be accessed in the new vehicles section

Vehicle health check reports (UK only)

  • Health check reports can be created/updated for a given vehicle (and linked to a job sheet if required) – this can be sent directly to a customer
  • Visits to the report via tracking links sent to customers are logged in the system
  • These can be added via different areas of the system (calendar page, job sheet task board, daily report, vehicles section)
  • Various design refinements (including new logo)
  • Custom theming/colour scheme options (requires Simple GMS support team involvement)
  • Credit structure (credit costs are incurred for live VRN lookups, address lookups and SMS messages using third party services)
  • Additional customer information (e.g. title, marketing preferences, notes)
  • Customer export functionality (including pre-defined templates like direct mailing etc.)
  • Customer address lookup (for standard and delivery addresses)
    • Note: this is only for UK locations at the time of writing
  • Help & Tips section which contains information about the system and explaining the underlying functionality involved
  • Custom workflows (including the ability to add custom SMS messages when switching a job sheet's status)
  • Customer check-in functionality (mark a job sheet's customer as "checked in" to display an at-a-glance view for staff)
  • Option to send out an SMS to customers when re-scheduling a job sheet