These features will be available in your Test environment on August 10th and will be available in Pre-production on August 12th.

New features included in this release

  • Back Office Enhancements:
    • Ability to unlock a driver without having to change the driver password and visibility of which drivers are locked out.
    • A new Show on Dispatch Board icon has been added to the Order Details.
    • A new entry menu to navigate to an Order on the Dispatch Board has been added to the Search Orders menu. 
    • Ability to search orders using barcodes, recurrence names or template names.
    • Renaming My Account section to My Profile because of the new feature related to Self-Served ability to see their transactions
  • Dispatch Board Enhancements: 
    • On Dispatch Board, driver's orders will show all their orders regardless of filters set on Order List. 
  • Administration Enhancements:
    • Ability to setup a Recurrence schedule every x week.
    • Recurrence's Order Template list has 3 different views to show template information.
    • Addition of a Price List details to add or omit the fuel surcharge.
    • A new management page has been added to setup the accounts and/or companies on the order script as well as the parameters.
    • Addition of an option in the Account Profile to allow Account users to see their transactions.
  • Tracking Page Enhancements:
    • Visual enhancements were made on the Customer Tracking page.
  • Self-Serve Enhancements:
    • Ability for Account administrators to now see their invoices, payments or other transactions on the Customer Portal when given appropriate permissions in the Account Profile.

Other new features

  • Back Office and Self-Serve left-hand side menu shows menu item's name as tooltips. 
  • New choices have been added on the Driver Gender drop-down field.
  • Add an icon to show the fields that can be used to filter the Transactions. 
  • Add full support of URL links in Order notes

Driver App features

  • Links in note are now clickable
  • Scan a Document for Documents and Certifications on Android


The release notes refer to different sections of the application:

Back Office: Where Customer Service Representatives (CSR) create and edit orders, create accounts, review drivers, etc.

Dispatch Board: Where Dispatchers assign orders to drivers, get notifications for invalid orders, etc.

Auto-Dispatch: This section refers to the automated order assignment setup and its process.

Administration: This section is in the Back Office but refers to sections only an administrator will use like Settings and Pricing.

Customer Portal: Where account users log in to create orders, view their order history, enter a credit card, etc.

Tracking site: Where customers enter a tracking number like the order ID or a reference number to view the status of their order.

OData: Data fields and variables saved in OData

Account API: API provided to your accounts to create, update and get orders. For documentation, please follow this link:
Tenant API: API provided to you to create orders for your accounts, retrieve invoices and change invoice status. For documentation, please follow this link:  

Driver App Version 1.49


Links in note are now clickable

In the stop details, in all the notes displayed, if a link is in the text, the driver can now click on it to open it in their browser.

Scan a Document for Documents and Certifications on Android

Under Settings, documents can be scanned using a new Scan feature for Documents and Certifications.

1) Open Settings.

2) Scroll to a document or certification.

3) Tap to open then tap on the camera and select Scan Documents

4) Position the document in the window and a blue rectangle will appear over the document to indicate how it will be cropped. Tap on the button to take the picture.

5) You can then review the scan and decide if you need to edit the corners or discard the scan. To add another page in the same PDF file, tap on Add Page and repeat the above steps.

Once done, click on Done and the PDF file will be saved and ready to be displayed.

Back Office


Unlock Drivers

When a driver gets locked-out by entering an incorrect password too often, the driver can be unlocked without needing to modify the driver password.


1. Open Drivers and locate the locked driver name. It will be highlighted in red with the Locked icon .

2. Click on the driver name to open it.

3. Click on Unlock button.

You are returned to the Drivers’ list and the driver is now unlocked and can log in through the Driver App.


A new Archive icon is also displayed beside archived drivers in the list when showing Archived Drivers.

Driver gender

More choices are now available related to the Driver gender, in the Information Detail section of a driver.


Order List

A menu item has been added to the Order List to open an order on the Dispatch Board:

Order Details

A Show on Dispatch Board icon is available in the Order Details to open the order on the Dispatch Board:


Search Orders by Barcodes, Order Template Name or Recurrence Name 

It is now possible to search for an order using any of its barcode(s), the Order Template name or the Recurrence name that was used to create the order.


1. Open Orders.

2. In the search bar, type the barcode, an Order Template name or the Recurrence name to filter the list of orders. 

The i, located to the right of the search bar, contains the list of all fields that can be used in the Search bar on the Order list.

Renaming My Account section to My Profile

The My Account section has been renamed to My Profile  

Add Allowed search fields on Transaction search page

Complete list of allowed search fields is now available through the i icon for the Transaction search page.

Full support of URL links in Order notes fields

It's now possible to enter URLs in following note fields:

  • Pickup note
  • Delivery note
  • Notes
  • Internal notes

URL content will be rendered as real links when you save the content of the note field. You can directly click on it and the link will open in a new browser tab.

These notes links are expected to be available on the Dispatch Board on the next release.


Set Recurrences Every X Weeks

Recurrences can be setup to run on specific days every x weeks. 

1. Open or create a recurrence.

2. In the Recurrence field, select Custom.


3. In the Repeat every field in the Custom Recurrence, select week


4. Select the days and enter the repetition week in the Repeat every field:

5. Click on Save.

6. Finalize the setup of the Recurrence and save.

Recurrence's List of Order Templates New Views

Users will now be able to toggle across three views to see more information about Order Templates;


Time: Order Template, Pickup and Delivery times as well as default driver.

Rates*: Order Template , Default Driver, Order Total Price, Delivery Charge, Total Extra,  Driver Payout On Delivery, Driver Payout On Extra , Commission Type, Delete Action

*The contents of this section will be available on the subsequent release. 

Address: Order Template, Account Name and Number, Pickup and Delivery addresses as well as Service Level.


Dispatch Board

Dispatch Board Grid

Driver Order List

Driver Order List will no longer be restricted by the Order List filters. The Board filter will now allow you to see at all times the orders dispatched to each driver.



A new menu item is available to Account admins if given access as part of their Account Profile. 

See Account Profile in Administration section for more information on how to turn on this feature.

Account admins will get access to a new menu item which will show the Transactions they were given access to.


Account Profile

An option was added to the Account Profile to allow customer Account admins to view their Transactions: Invoices, Debit Notes, Adjustments and Payments.

Accounts, with this option enabled will see a new menu item called Transactions. Basic Account users that do not have the Admin permission will not have access to this new menu item.

Setup Account Profile to View Transactions

1. Open Accounts,  Profiles.

2. Click on the Account Profile to modify it.

3. Click on Edit in the Self-Serve Options section:

 4. Select the transactions the Account admins could access:

5. Click on Save. 

Price List Fuel Surcharge Option

More flexibility has been added for the determination and calculation of fuel surcharges. It is now possible (optionally) to calculate a fuel surcharge directly on a price list. 

The fuel surcharge will still be calculated on the extra fees if setup as such but will not be calculated on the delivery price of the order.

Upon deployment, by default, all Price Lists will be set to calculate the Fuel Surcharge.

Upon a Price List creation, Fuel Surcharge option will be set to calculate. 

Set Fuel Surcharge to Calculate or Not when Creating or Editing a Price List

1. Open Pricing menu and click on New Price List.

2. Enter the Price List name, its Service Level schedule, set the Include Warehouse Travelling Distance if needed, set the Type and if By Zone, specify the Zone layout then click on Create Price List.

3. Below Service Level Schedule, a new Fuel Surcharge option has been added and checked by default.

4. For an existing Price List, simply uncheck the Fuel Surchare option to remove it.

Unchecking the checkbox will prevent calculation of the Fuel Surcharge on the Delivery Price when this price list is added to an Account.

Management Page for Order Script Rules*

A management page is available to setup Order Scripts on Accounts with different parameters that are available within the script. This means the same script can be used on different Accounts with different parameters if needed. A script parameter could be some aspect or characteristic of a delivery process whose value varies from one customer Account to another.  

To get access to the Order Script Rules, user must have, as part of their role, access to the right called Settings - Scripts:

Create a New Script Rule

1. Open Settings, System, Script Rules

2. Click on New Script Rule.

3. In the Script Rule, enter a name for the rule, select the Company and Account. 

The script rule can be setup for all the companies and accounts, on a single company and all its accounts or on a specific company and account.

4. Add parameters in the Parameters list by clicking on Add Parameter.

Enter the key that is used in the script, an optional description and the value of this key.

The rule will automatically be enabled when it is created.

*Use of the Scripts feature requires subscription to the Developer Toolkit add-on.

Disable a Script Rule

1. Open Settings, System, Script Rules

2. Open the Script Rule to disable.

3. Click on Disable button. 

Enable a Script Rule

1. Open Settings, System, Script Rules

2. Open the Script Rule to Enable.

3. Click on Enable button. 

Edit a Script Rule

1. Open Settings, System, Script Rules

2. Open the Script Rule to modify.

3. Make modifications and save.

Using Parameters in an Update Order Script

To use the parameters that were added in the Script Rule in the Update Order Script, you must add the following to the Update Order Script:

var myParams = await data.GetScriptData();
var paramValue = myParams["MyParam1"];

The naming conventions can be changed as needed.

MyParams: List of all parameters from the Script Rules

paramValue: The parameter that is used within the Update Order Script

MyParam1: Key used in the Script Rule for this parameter

Whole application

Back Office and Self-Serve left hand side menu shows menu item's name as its tooltip.

The left hand side menu has been enhanced across the entire application by reducing its size, using standardized icons, color selection and now showing menu names as tooltips.