Job sheet line items and invoicing

✨ New features

Job sheet line items

• Line items can now be added to job sheets, including standard invoicing information (description, quantity, unit price with and without tax, item tax rate).
• Line item templates can be created to prefill commonly used job sheet entries.
  • These will appear via autocomplete when typing in a description on a job sheet line item.
  • Config → Job sheet line items.
• Job sheet templates can be linked to line item templates for full auto-population.
  • Config → Job sheet templates → Manage templates → Location line items.
• Line item templates are location-specific but can be copied between locations within the same group.
  • Config → Job sheet line items → List → Map between locations.
• Calendar widget bookings will automatically generate relevant line items.

Invoicing

• Invoices can now be generated for job sheets with at least one complete line item.
• Once invoiced, job sheets become read-only.
• Customers with outstanding balances are now highlighted in the navigation sidebar.
• Partial/full payments can be recorded with automated updates to invoice and customer balance statuses.
• Invoices can be sent to customers via email or SMS (based on contact info available).
• Garage payment information (e.g. cheque/bank transfer details) can be added to invoices.
• Multiple currency support is now available.
  • Currently supports GBP (£) and SEK (kr); additional currencies will be added as needed.
• Location logos can be added to invoices.
  • Requires setup by the Simple GMS support team.

Calendar holiday management

• New calendar holiday management tool added.
  • Config → Settings → Holidays.
• Holidays prevent bookings via calendar widgets (manual admin bookings still possible).
• Holidays can be cloned across locations in the same group at creation.

🔧 Improvements

Credits

• Credit history page now shows detailed audit information, including:
  • Type of SMS sent (e.g. "Re-schedule", "Order tracking notification").
  • Links to related job sheet or vehicle records.
• Credit history CSV export includes full breakdown by location and spend.

Help & tips

• In-system help prompts have been added across the UI.
  • Clicking the question icons opens a sidebar with help content relevant to the item.
• Help & tips page now includes inline search with autocomplete.
• A new help sub-menu has been added to the calendar page.

Miscellaneous

• Rescheduled job sheets now support customer notifications by email (previously SMS only).
• "View in calendar" link has been added to various job sheet displays for quick calendar access.
• Home page panels have been introduced with quick-start guidance for users.
• Additional filters/search options added to list pages:
  • Job sheets
  • Customers
  • Vehicles
• Check-in app now displays a confirmation page upon successful check-in, with auto-redirect after 10 seconds.
• Various UI refinements:
  • Improvements to job sheet creation and edit modals.
  • Enhanced mobile responsiveness.