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Help Center › Product updates › Release notes

Release notes: October 2026

Product Team · Updated 3 days ago · 9 min read

This release brings a rebuilt calendar, new scheduling options, changes to time off, ticket linking from appointments, and a long list of fixes. Some changes affect how existing appointments are displayed, so please read the sections that apply to your role before your next shift. Admins should review the permissions section at the end.

Contents

• Calendar views
• Filters and colour coding
• Rescheduling
• Resource view
• Paid time off (PTO)
• Creating appointments
• Linking tickets
• Permissions
• Fixes and known issues

Calendar views

The calendar now has eight views, available from the toolbar at the top of the page: Day, Week, Month, Resource, Workshift, Agenda, PTO and No Show. The view you last used is remembered per user and per location. If you previously used the legacy weekly planner, your saved layouts have been migrated to the Week view, although column widths may differ slightly. The Agenda view lists appointments chronologically and supports printing. The No Show view lists appointments that were marked as missed in the last 90 days, with a counter next to the view name.

Figure 1. The new view switcher in the calendar toolbar.

Filters and colour coding

A new filter panel on the left lets you filter by technician, status and bay. Filters can be combined, for example two technicians and a single status. Your selection is saved to your account and persists across sessions and devices until you clear it. Expanding a filter group lets you colour appointments by technician, status or bay. Colour choices are shared across the location and can be edited by admins under Settings › Calendar › Colours. Note that hidden technicians still count towards capacity in reports.

• Select all and clear all are available in each group.
• The number of hidden items is shown next to each group name.
• Filters do not apply to printed Agenda exports.

Rescheduling

Appointments can now be dragged to a new time or day directly in the calendar. Dragging between columns in the Resource view reassigns the appointment. A confirmation is shown when an appointment is linked to a ticket with labour already clocked. Customers are not notified automatically; use the notify option in the appointment panel if your location has messaging enabled.

Resource view

The Resource view lays out the day in columns, one per technician, so you can see at a glance how much work each person has. Use Group by to switch the columns to Status or Bay instead. Overbooked columns are highlighted. Workshift hours, where configured, are shaded in the background of each column.

Paid time off (PTO)

Time off can now be entered from the calendar using New PTO. Tick Show PTO to display time off on the calendar, or open the PTO view to see every entry by employee. Booking an appointment during a technician's time off shows a warning but is not blocked. Recurring PTO is not yet supported and will follow in a later release.

Setting	Default	Where
Show PTO	Off	Calendar toolbar
PTO warning	On	Settings › Calendar
PTO approval	Off	Settings › Staff

Creating appointments

Click Create New to open the appointment panel. Set the date, start time and duration, and add a description. Under Scheduling, choose the status, category, technician and bay, and optionally make the appointment repeat. Under Customer and Vehicle, search for the customer and select a vehicle. The duration field now accepts quarter hours. Appointments created from the mobile app use the default duration for the selected category.

Linking tickets

Once a customer is selected, the Tickets section lists their open repair orders and estimates. Select a ticket, check the job you are booking and tick Set duration to match the appointment length to that job. The ticket is then linked to the appointment. Use Change Ticket to link a different one, View Ticket to open it, or New DVI to start an inspection directly from the appointment. Linked tickets show an icon on the calendar card.

Permissions

Two new permissions control these features: Edit calendar settings and Manage PTO. Both are granted to the Admin and Service Manager roles by default. Custom roles created before this release do not include them and must be updated manually.

Fixes

• Fixed an issue where appointments ending at midnight appeared on the following day.
• Fixed duplicate entries in the Agenda view after editing a repeating appointment.
• Fixed bay names being truncated in the Month view.
• Improved load time of the Week view for locations with more than 20 technicians.
• Fixed time zone handling for users travelling between locations.

Known issues

Colour coding by bay is not yet reflected in printed exports. Drag and drop is not available on touch devices smaller than 768 px. We expect to resolve both in the next release.

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