What's new
Recent updates shipped to FortressYard.
Freight auto-pricing on quotes, fuel surcharge dial, scale terminal redesign, full payables workspace with PDF intake, bulk import, job cost tracking, QuickBooks reliability, diesel fuel indicator, Gmail send reliability, flexible customer classification, duplicate bill detection & bill removal, inline customer list editing with undo, carrier vendor auto-matching, drag-to-reorder & sortable columns across all list views, polished table interactions, scale ticket matching on carrier bills, signed proof-of-delivery uploads, scanner for delivery tickets, polished button and card interactions, combined proof-of-delivery download on invoices, command palette on ⌘P, keyboard list navigation, CRM buyer type and region pickers, live totals bar on list views, bulk customer reclassification, collapsible group-by on customers, dedicated proof-of-delivery workspace, POD coverage tracking, colored customer type chips, multi-select customer tags, integrations overview, role-specific pages, how-it-works walkthrough, plain-language security
Recently shipped
Redesigned scale terminal
The scale house screen is now organized into three fixed zones so nothing scrolls off screen. A single header bar shows direction, job, and material in the order you decide them — job pick is now the first thing at the top. Action buttons (Record, Weigh-out-later, Print) stay pinned at the bottom, always in the same place. A soft amber pulse highlights the next field to fill so operators always know where to look.
Weigh multi-product jobs at the scale
Jobs with more than one material (for example, brick and concrete on the same job) now show only that job's materials in the scale picker. The terminal narrows your choices to what belongs to that job — single-material jobs still auto-fill as before.
Print multiple copies on perforated stock
The Print button on the ticket preview now lets you choose 1-4 copies (default 4: driver, customer, office, and file). Each copy prints on its own landscape page sized for perforated stock — one tear per perforation, no cutting.
Customer name & PO on printed tickets
Printed tickets now include the customer name and purchase order number from the job. Both fields were blank on every ticket before this fix.
Rates hidden on driver ticket copies
Pricing and rate figures are now excluded from every printed ticket so drivers never see billing rates. The on-screen view still shows them for office staff.
Incomplete job badge and filter
Jobs missing a required detail — delivery site, customer, a material line, or a rate — now show an amber Incomplete badge. Use the new filter chip on the jobs list to see only incomplete jobs and catch them before the end of day.
Delivery site requires a location
When office staff create a job delivery site, the form now requires a street address or a map pin. Drop a pin for freeway or non-address sites so that every ticket has a complete destination and route link.
Add customers and sites inline on quotes
When starting a new quote, you can now create a customer or delivery site directly from the form — no need to navigate away and come back. Both pop-ups now open correctly in front of the form, and the new record is selected automatically.
Add materials inline on job line items
When building or editing a job's line items, you can create a new material from within the form. The new material is auto-selected on the line so you can keep moving.
Add trucks and drivers inline on dispatch
When assigning trucks or drivers from the dispatch board, a '+ New' option lets you add them on the spot. The new record is auto-selected — no page navigation required.
Form modals stay open when clicking outside
Clicking outside a data-entry form no longer closes it and discards your work. Forms only close when you explicitly save or cancel.
Pickup job schedules now generate correctly
Inbound and pickup jobs were silently producing no load schedule. The planner now handles both directions, so the Schedule & Loads tab shows up correctly for all job types.
QuickBooks scheduled sync restored
Background jobs that keep QuickBooks in sync — payment retry, reconciliation, and keep-alive — had been silently redirected to the login page and never running. This is fixed: sync now runs on schedule, resolving stale overdue invoices and the gap between QuickBooks and FortressYard invoice counts.
Invoice paid dates now recorded
FortressYard now tracks the exact date each invoice was paid and back-fills that date from QuickBooks payment history for invoices already marked paid.
Clear notice when invoice send also pushes to QuickBooks
When your QuickBooks connection is active and invoice push is enabled, a notice appears before you finalize an invoice — so you always know it will also create or update the record in your QuickBooks company.
Freight rate auto-fill on quotes
When you add a delivery freight line to a quote, FortressYard now looks up the driving distance from your plant to the delivery site and fills in the rate from the freight chart automatically, including for plants that have a map pin but no typed street address. A "Calculated" badge and a "show the math" link let you see exactly how the rate was determined.
Truck type picker on freight lines
When pricing freight you now choose the truck type — Trailer, Bobtail, or Other — before the rate fills in. Picking a delivery method like 'Trailers Only' or 'Bobtails' now selects the truck type for you automatically and recalculates the suggested rate, so you only have to pick once; the override buttons stay available for methods like FOB or Dump Trucks that don't map to a specific rate band.
Rate variance alert on freight
If you override a calculated freight rate by more than 25 cents per ton, a flag appears showing the chart rate and the difference. A one-click button re-applies the calculated rate whenever you want to get back in line with the chart.
Freight calculator on/off switch
Owners and admins can now enable or disable the freight auto-calculator from Settings → Quoting & Pricing. When it is off, freight lines stay blank for manual entry with no auto-fill and no truck picker.
Freight rate chart in data management
Owners and admins can now view the complete freight rate chart under Data Management — distance ranges, trailer rates, and bobtail rates for Base & Aggregates and Rip Rap, laid out the same way as the printed source document. Use it to confirm the rates driving auto-pricing match your approved chart without leaving the app.
Diesel cost indicator on freight rates
The Freight Rates screen now shows today's retail diesel price alongside the price that was in effect when your chart was last set — so you can see at a glance how much fuel costs have shifted and whether your rates still reflect current conditions.
Fuel surcharge dial — bump or discount
Owners and admins can set a single org-wide fuel surcharge — from −30% to +30% — that adjusts every suggested freight rate at once. Dial it positive when diesel is high to recover costs, or go negative to pass savings on when fuel prices drop below your baseline. A built-in diesel price indicator suggests a starting percentage; see a live preview of every rate change before saving, and adjust anytime. If the save fails, an error message appears right next to the Save button so nothing goes unnoticed.
Set freight category per material
Each material in Data Management now shows which freight chart column is used to price its delivery — Base & Aggregates, Rip Rap, or none. Change it right in the table with an inline dropdown so your auto-calculated freight rates always pull from the correct chart for each product.
Self-learning delivery terms on quotes
The delivery-method field on quote lines is now a dropdown pre-loaded with your yard's common terms (Trailers Only, Dump Trucks, Bobtails, FOB, and others). Any term you type is saved and offered next time. A tooltip explains that this text prints next to the unit price on the quote PDF.
Bulk import for jobs and trucks
A new Bulk Import page under admin settings lets owners and admins upload a CSV to create many jobs or trucks at once. AI matches customer and material names to existing records, flags anything it can't resolve, and shows a preview before anything is saved.
Cost tracking per job and material
Owners and admins can now record the material cost per ton on each job line and the trucking cost for the whole job. Cost figures are visible only to financial roles and never appear on tickets or customer-facing documents.
Dashboard simplified
The owner dashboard now opens with five focused summary cards instead of a crowded grid. All other widgets are one click away via Customize. The overdue invoice count is also corrected to show 31+ (invoices 1-30 days past due belong to the 30-day bucket, not the overdue one).
Vendor payables on the dashboard
The owner and accounting dashboard now shows two payables cards: open vendor bills broken down by age (current, 30, 60, and 90+ days) and a ranked list of the vendors owed the most. Click either card to jump straight to the Payables workspace.
Dedicated payables workspace
A new Payables section in the navigation shows all your open vendor and carrier bills in one place — who you owe, how much, and how far past due. The previous Finance section is now labeled Receivables so the two sides of your books are easy to tell apart. The New Payable button now opens the entry form correctly — it was previously showing a blank overlay with no form.
Review and approve bills before paying
Each bill now opens in a dedicated two-pane review page — extracted line items on the left, the original source PDF on the right — so you can check every figure against the document without switching windows. Approve it, flag it with a reason, or reset it back to review; your team always knows which bills are ready to pay and which need a second look. You can also approve, flag, or reset a bill's review status right from the payables list without opening the detail page — the badge updates on screen the moment you click, and a confirmation toast gives you a one-click Undo if you picked the wrong status.
Bill status badge stays readable
The 'Needs review' badge in the payables table now stays on a single line. It was previously squeezed to one letter per line in the narrow status column, making it unreadable at a glance.
Line-by-line freight bill review
Each load on a carrier invoice has its own approve or flag control, and the rate is automatically checked against your carrier's agreed $/ton — loads priced over the agreed rate are flagged red so you catch overbilling before the check goes out. Select multiple loads at once to bulk-approve or bulk-flag them, or approve the whole bill to cascade to every line.
Bill review fits laptop screens
The loads table in bill review now scrolls horizontally while keeping the Approve and Flag buttons pinned in view, so nothing clips off-screen on a smaller display. Collapse the PDF panel to see all loads at once, or use the Columns menu to show or hide date, lane, truck, and rate columns — your layout is saved automatically for next time.
Upload carrier invoice PDFs
Drag a PDF carrier invoice into the Payables screen and the bill is created instantly — no waiting. FortressYard reads it in the background, pulling the header total and each load line (date, lane, truck, tons, and rate per ton) into the draft; an "Extracting…" badge shows while it works and the page fills in live. If anything can't be read, the bill is saved blank so you can fill it in manually. Bills being processed now show "Reading…" in the status column instead of "Paid" so the list stays accurate until the document is fully read.
Payables at a glance
The Payables page now opens with four summary cards — total amount owed, freight bills specifically, bills needing review, and overdue items — so you can spot your highest-priority payments before scrolling through the list.
Sort, filter, and view paid bills
Click any column header to re-sort your open bills, or narrow the list by vendor name or payment status. A new Paid view shows bills you have already settled so you can confirm what went out. Bill detail amounts no longer get cut off when the dollar figures are large. Bills now appear newest-first by default so a freshly uploaded or entered bill is always at the top of the list where you can find it.
Sort, reorder, and customize columns
The Invoices, Tickets, Payables, Customers, and CRM Accounts lists now have sortable column headers — click any header to reorder the list — along with a Columns menu to show or hide the fields you use most. Drag any column header left or right to rearrange the table; the column you're moving lifts so you can see exactly where it will land, and the active sort column stays visually highlighted so you always know how the list is ordered. Row action buttons and inline editors now stay hidden until you hover over a row, keeping the table easy to scan when you're just reading. Your sort order, column visibility, and column arrangement are all saved automatically for next time.
Column headers stay pinned while you scroll
Table headers now stay fixed at the top of the screen as you scroll through long lists — a regression introduced when column resizing was added had caused them to scroll away mid-table. Button labels across the app also no longer break onto multiple lines in tight spaces.
Match scale tickets to carrier bill lines
The bill review page now shows a Ticket column for each load — a green badge when a matching yard scale ticket is found, or a Link button to search and attach one by ticket number or truck. A running count at the top tells you how many loads have been reconciled so you can see at a glance when a carrier invoice is fully verified.
Signed delivery receipts on freight bills
Each load line in a freight bill now shows whether a signed proof of delivery has been attached — a green badge when one is on file, or an "Add POD" button when it isn't. Click the signed badge to view the document right in the app without opening a new tab. Use the Payables inbox to drag-and-drop office scan copies and link them to the right scale ticket. A running count at the top tells you how many loads are fully documented before you approve.
Scan delivery tickets from your scanner
Office staff can now scan signed paper delivery tickets straight from a desktop scanner into the delivery ticket inbox — no need to save files first and upload them separately. The drag-and-drop upload option stays available for offices without a connected scanner.
Attach a document to any bill
You can now attach a source PDF to a bill that was entered in QuickBooks — handy for keeping the original carrier invoice on file right alongside the FortressYard record without having to re-enter anything.
QuickBooks invoices fully synced
Invoices created directly in QuickBooks are now imported into FortressYard automatically, so your AR balances and revenue figures are always complete. Previously, invoices entered in QuickBooks were silently skipped and never reflected in your receivables.
Vendor bills synced from QuickBooks
Vendor and carrier bills entered directly in QuickBooks are now imported into FortressYard automatically, along with their payment history. Previously, bills created in QuickBooks were silently skipped, leaving your payables data incomplete.
QuickBooks sync health check
A new "Run check" tool in your QuickBooks settings shows any invoices that missed a sync, unlinked customers, or connection issues at a glance — and lets you import missing invoices in one click. Owners and office admins also receive a daily alert if anything falls behind, so silent gaps get caught early.
All-in price per ton on quotes
Quotes now show a single blended $/ton rate — your material and freight charges combined into one number — so customers can see the full delivered cost at a glance. It leads the totals block, right above the subtotal, on the quote summary, PDF, and shareable customer link. The rate is hidden automatically when a quote includes cubic-yard or flat-load lines, so customers only ever see a rate that reflects how their work is actually priced.
Bid targeting analytics
A new Sales report breaks your awarded bids into two funnels — whether you quoted the right primes, and whether you won when you did. It also surfaces a ranked list of primes winning local jobs you never quoted, so you know exactly who to pursue next.
Revenue by service line report
A new Finance report breaks down your revenue between material sales and mobile-crush tolling, month by month over the past six months — so you can see whether tolling is growing as a share of your business. Supports CSV export and scheduled email delivery like your other reports.
Revenue mix tile on the owner dashboard
The owner dashboard now shows your material/tolling revenue split for the current month right next to your monthly total, so you can track how your business mix is shifting without leaving the home screen. The tile now loads gracefully when month-to-date mix data is still coming in, so the rest of the dashboard stays fully usable.
Health split by business type
Customer profiles now show separate health signals for material sales and mobile-crush tolling — so you can see at a glance if a customer is still buying material but hasn't booked a crush job in months.
Correct service-line labels
When an invoice line is tagged to the wrong business type, you can fix it right from the customer profile. The correction sticks permanently — health scores and revenue reports will always reflect your updated value.
Quote presets and faster customer lookup
Pick a preset when starting a new quote to pre-fill your most common line item setups in seconds. The customer field now suggests matches as you type, so you can get a quote off the ground faster.
Clearer units on quote PDFs
Quote PDFs now print units in plain language — "Tons," "hrs," or "flat" — matching the type of work on each line.
Quote PDFs and emails cleaned up
Product descriptions no longer overlap material names on quote PDFs. Your organization's signature — including line breaks and logo — now appears correctly when quotes are emailed to customers. Contact names or notes that include angle brackets are no longer stripped when emails go out.
Quote drawer keeps the board still
Opening a quote from the Pipeline board no longer causes the board behind it to scroll. Lane headers also stay pinned when a lane fills up — only the cards scroll, not the whole page — so you always return to exactly where you left off. Cards in a full lane now render at their full size, so quote details are no longer clipped or overlapping when a lane is busy.
Pipeline board stays fast with large queues
Lane headers now show the real number of quotes in each status, and a 'Show all' link takes you to the full searchable list when a lane gets busy. Opening a quote detail on a lane with many entries no longer freezes the page — the most urgent quotes (expiring soonest) are shown first so the board stays scannable.
Active view highlighted on the quotes pipeline
The Board and List toggle on the quotes pipeline now shows a colored highlight on whichever view is active, so it's always obvious which layout you're working in.
Tidier quote line items
Quote line items now show just the name — the redundant grey description beneath each line is gone, keeping both the on-screen drawer and the PDF easy to scan. The 'Revised' label is also hidden on PDFs unless the quote has actually been revised.
Dropdown options no longer cut off
Dropdown menus — like the delivery-method picker on quotes — now expand wide enough to show the full option name, so nothing gets clipped mid-word.
Fix Gmail issues without leaving a quote
If a quote send fails because your Gmail account isn't connected or lacks send permission, a "Reconnect Gmail" button now appears right in the error banner — complete the re-authorization and return to your quote without navigating to Settings. Error messages from failed sends also stay visible until you dismiss them, so they can't disappear before you have a chance to act.
Flexible customer type and payment fields
Customer Type is now a free-text field — pick from the standard list (Contractor, Municipality, Cash Sale, and others) or create a new type on the spot without leaving the form. A new Payment Type field (Account, Cash Sale, Credit Card, or Cashier Check) has also been added, and choosing 'Cash Sale' as the customer type pre-fills the payment type and terms automatically.
Edit customer tags right from the list
Click the Type or Payment column on any customer row to update it on the spot — a confirmation toast appears immediately, and an Undo button lets you reverse the change on the spot if you need to. Sort any column header to group customers, and use the Columns menu to show or hide fields. If the list is empty, a prompt with a 'New customer' button now appears so the next step is always clear.
Edit draft quotes in full
Draft quotes now have a full Edit button that reopens the complete quoting form — change any line, price, or detail without losing what was already saved. A new '+30d' button next to the expiry date sets it 30 days out in one tap, no calendar needed. The edit form now reliably opens in front of the quote panel, and adding a line item in the drawer no longer shifts the totals section out of alignment. Tax rates are shown for reference when editing, and the price escalation section stays out of the way — both carry over from the original quote automatically. The expiry date you pick now shows up correctly on the quote drawer, the customer-facing page, and the PDF — no more one-day-off surprises. The edit form now includes a terms field so you can add a custom note to any individual quote — leave it blank and your organization's default terms apply automatically. All quote editing is in one place; the separate edit-details panel has been removed.
Catch duplicate invoice uploads
If you drag in a carrier PDF that matches one already on file, FortressYard flags the duplicate and asks whether to replace the existing bill, keep both, or cancel — so you never accidentally create a double entry for the same invoice.
Remove bills you no longer need
You can now delete a bill from the payables list or the bill review page. Bills already synced to QuickBooks or with payments recorded cannot be removed, protecting your financial records.
Correct and remember the right vendor
If an uploaded carrier invoice comes in under a slightly different name than what's in QuickBooks — an abbreviation vs. the full legal name, for example — you can now pick the correct vendor right from the bill review page. FortressYard remembers the correction, so the next invoice from that same carrier maps to the right vendor automatically with no manual fix needed.
Polished button and card interactions
Buttons now give a subtle press response when you click, and cards lift gently on hover — making the app feel more immediate and responsive. Keyboard users get clear focus outlines on every control, and the app respects your device's reduced-motion preference throughout.
Combined proof-of-delivery download
When a customer asks for proof of delivery before paying, open the invoice and click the POD button to download a single PDF that bundles every signed delivery ticket for that invoice. The button now shows partial coverage at a glance — for example, "POD 5/20" — so you know how many deliveries are confirmed before you download. When building a draft invoice, the ticket picker also displays a POD checkmark next to each load so you can see which deliveries are signed before sending the bill.
Command palette on ⌘P
Press ⌘P from anywhere in the app to instantly search every available action — the shortcut moved from the harder-to-reach ⌘⇧P. A visible 'Search commands ⌘P' entry now appears at the bottom of the navigation menu so the palette is easy to discover even if you prefer clicking. A new Create group in the palette lets you open the New Customer, New Quote, or New Payable form with a single keystroke — no need to navigate first.
Keyboard navigation on lists
Use the arrow keys to move up and down any list — Customers, Invoices, or Payables — and press Enter to open a record. Type in the search box to filter, then arrow straight into the results without lifting your hands from the keyboard.
Consistent buyer type and region in CRM
When adding a new CRM account, Buyer Type and Region now show a searchable list built from your existing values — start typing to filter or type something new to add it on the spot. This keeps your data clean by preventing duplicates like 'Houston' and 'houston' from piling up over time.
Live totals bar on list views
The Customers, Invoices, and Payables lists now show a summary bar pinned to the bottom — count of records shown, open AR, total invoice amounts, and amounts owed — that updates instantly as you filter or search. Scroll through a long list and the totals stay in view the whole time.
Reclassify customers in bulk
Check the box next to any customer row — or tick the top box to select all — and a floating action bar appears with Set type and Set payment pickers. Update the whole selection at once instead of opening each record individually, so reclassifying a batch of accounts takes seconds.
Group customers by any field
Use the new Group-by control on the customer list to instantly organize your customers by Type, Payment, Status, or Source. Each group header shows how many customers it contains — click it to collapse or expand that section, so you can focus on one segment at a time without losing the rest of the list.
Dedicated Proof of Delivery workspace
Proof of Delivery is now a top-level page in the navigation with four tabs — Needs Review, Unmatched, Filed, and All — so every signed delivery receipt has a permanent home. Open any ticket to view the document right in the app, and click Verify to mark receipts you have confirmed, removing the need to hunt through a buried inbox or open raw files in a new tab.
Delivery receipt QR links now load correctly
The QR code printed on scale tickets now opens the proof-of-delivery submission form for drivers and field contacts — a redirect error was previously sending them to the login page instead.
Colored chips on customer type
Customer Type and Payment values now appear as color-coded chips — the same value always gets the same color, making it easy to spot patterns and group similar customers at a glance. The colors match everywhere the value appears in the app.
Organize customers with custom tags
Customers now have a free-form Tags field — type to search your existing tags or create a new one on the spot, and each tag appears as a removable colored chip right in the customer list. Add as many as you need to group accounts any way that makes sense for your yard.
Integrations overview — now by category
The Integrations section on the FortressYard website now organizes all available connections into five categories and includes dedicated deep-dive pages for FMCSA carrier safety, TxDOT bid alerts, diesel price tracking, stormwater compliance, Google Maps routing, Gmail, and Google sign-in. Owners and admins can see exactly what each integration does and share the details with their team before setting anything up.
Pages tailored to every role
The FortressYard website now has dedicated pages for yard operators, dispatchers, scale-house workers, office admins, and owners — each one focused on what the platform does for that specific role. Share the right page with a new team member so they can see exactly how FortressYard fits their day before they ever log in.
How it works — start to finish
A new How It Works page on the website walks through the full flow — from capturing a ticket offline at the scale house to syncing securely to the cloud — so your whole team can see the big picture before diving in.
Plain-language security page
A new Security page on the website explains how FortressYard protects your data in plain terms — no technical jargon. Owners and office managers can get straight answers about data safety and share the page with anyone who needs to sign off.
Smarter lead radar + Google sign-in
v1.7.0·Jun 2026
Sign in with Google
Use "Continue with Google" to sign in with your existing Google or Google Workspace account. Workspace domains can auto-provision new users, and email-and-password sign-in keeps working alongside it.
Self-service access requests
New teammates can request access and pick the role they need; an admin reviews and approves it in a click — no more back-and-forth to get someone into the right part of the app.
Self-learning lead relevance
A self-maintaining model ranks bid opportunities by how well their line items match what your yard actually sells, and retrains on its own as new work comes in — so the most relevant opportunities float to the top.
Fast labeler for bid line items
Swipe through bid line items to teach the model what's relevant. It orders cards by what it most needs to learn, re-ranks your opportunity and link views live as you go, and surfaces its suggestion confidence right in the link picker.
QuickBooks, carrier compliance & a faster scale house
v1.6.0·Jun 2026
QuickBooks Online sync
Connect your QuickBooks company in a click and import your customers. Customers, invoices, and vendor bills now stay in sync both ways, and invoices use QuickBooks' own automated sales tax for correct multi-state rates. A "From QuickBooks" badge shows you the source of every record.
Carrier safety & compliance
Look up any carrier by name or DOT number to pull live FMCSA safety, authority, and insurance data onto their profile. Track insurance limits and registration, get a digest before documents expire, and see at-risk carriers right on your dashboard.
Opportunities & leads
A new workspace for finding and bidding on work — review opportunities with due dates and urgency, rank bids, bulk-Pass or Qualify with a reason, and link accounts to your customers automatically.
Rebuilt scale terminal
The scale house gets a faster, weight-first and truck-first terminal with streamlined truck identification. Freight tonnage now comes straight from scale tickets for more accurate billing.
Dashboard your way, now on mobile
Build a custom widget board, watch your yard on a live map, and use FortressYard from your phone — the dashboard and navigation are now fully mobile-friendly.
Live quote pricing & custom reports
Price lists now resolve live as you build a quote, you can send a draft directly when no approval is needed, and a new pivot builder lets you create custom reports from your live data.
Notifications + signed quotes
v1.5.0·Apr 2026
Customer e-signature on quotes
Customers can accept quotes online with a typed or drawn signature. Email-code verification and full audit trail (IP, timestamp, consent) are captured for every signed quote.
Notifications module
Activity feed with optimistic mark-read, scoped per user. Surfaces ticket anomalies, dispatch events, payment recordings, and quote acceptances.
Dashboard rebuild + performance
v1.4.0·Apr 2026
New dashboard
KPI strip, AR aging summary, anomaly listener, and link prefetch for faster page switches.
Per-route loading skeletons
Every page now shows an immediate skeleton while data loads — no more blank screens between navigations.
Reference data center
v1.3.0·Mar 2026
Centralized admin data
Carriers, plants, locations, service zones, tax rates, units of measure, price lists, invoice terms, job types, and cost codes all live under /admin/data with shared search and CRUD.
Role-based access
Owner has full access. Office admin can edit operational reference data and read financial. Other roles are blocked.
Invoicing + AR aging
v1.2.0·Mar 2026
Auto-draft invoices from tickets
Click "Draft Invoice" on a job. AI pulls every uninvoiced scale ticket, proposes line items with the correct unit pricing from the source quote, and applies tax exemption per customer.
AR aging with color-coded ages
Finance page shows total AR, overdue, due-this-week, and unbilled tickets. Age column shifts green → amber → orange → red as days past due grow.
Branded invoice PDF + shareable link
Invoices generate as a branded PDF matching your existing format. Shareable /inv/[token] link works without sign-in for customer payment.
Dispatch board + scale terminal
v1.1.0·Feb 2026
Real-time dispatch board
Five-column kanban (Pending → Assigned → In Transit → Delivered → Cancelled). Status changes propagate instantly across every open session via Firestore.
Offline-capable scale terminal
Scale operators can keep capturing tickets when the network drops. Pending tickets queue locally and replay to the database on reconnect.
AI weight anomaly detection
Pre-submit check compares each ticket's net weight to the 30-day average for that truck and material. Anomalies surface a non-blocking banner — operator can review or submit anyway.
Quote-to-job lifecycle
v1.0.0·Jan 2026
Pipeline kanban + quote PDFs
Quotes move through Draft → Sent → Accepted → Rejected. Each quote generates a branded PDF and a shareable link with no sign-in required.
Quote → job conversion
Approved quotes convert to jobs in one click. Pricing carries through to scale tickets and invoices automatically.
Customer CSV import
Imported existing customer roster with field mapping, validation, and an error report for any rows that needed cleanup.