Not every change below reflects something your shop experienced. Some improvements were proactive, account-specific, or based on customer feedback. We’re sharing them here to keep the Shopmonkey community informed.
Orders & Estimates
- Resolved several issues with QuickBooks sync — invoices that silently failed or spun indefinitely now sync correctly, customer updates now propagate across all locations, and the error message for negative order totals is clearer.
- Workflow search now returns all matching orders when searching by customer name, and the Workflow Lists tab loads all orders across pagination.
- Order Checklist now correctly prompts for the Tires category when converting an estimate to an invoice with tire line items.
- Fixed several order editing issues — long titles now display correctly, editing titles no longer causes the page to scroll, and the Activity panel no longer shows empty after switching between orders.
- Creating an appointment from an estimate while updating customer contact info no longer creates a duplicate work order.
- E-signature prompt no longer appears for customers on orders from shops that have left the e-signature add-on.
- Customer credits for overpayments now generate without error, and fully paid orders can now be converted to invoices.
- Canned service line item visibility toggles now behave consistently regardless of when the customer is selected.
- Labor cost on canned service labor lines no longer resets to zero when a technician is assigned, and HQ Canned Labor rates now apply correctly at shop locations.
- System messages on the public order page no longer display as "Unknown."
- Tables across the app now place blank values at the bottom when sorted, and estimates no longer prompt for tire identification on declined services.
Payments
- Buy Now, Pay Later is now available for shops in West Virginia.
- Enterprise shops can now record check and other payment types without hitting an error.
- Sunbit Buy Now, Pay Later no longer appears at locations where Shopmonkey Payments is not enabled.
- Surcharging can now be enabled immediately — the previous 30-day waiting period has been removed.
- The New Payment modal no longer wraps large dollar amounts onto a second line.
- "Charge & Send Invite" button on the Billing Resolve page now works correctly.
Inspections
- Attached images in the Review Inspection modal are no longer blurry — photos now display at full resolution.
- Fixed several inspection template and display issues — deleted templates no longer cause errors, long item names are fully readable in the customer view, and completion dates now match between the order page and the printed PDF.
- Adding or removing an inspection attachment now correctly invalidates the existing signature, prompting re-signing.
- Customer-facing inspection view is now fully responsive on smaller screens, and the public inspection page layout now matches the intended design.
- Images in the customer view now appear in upload order, and customer responses are preserved on archived orders.
- "Send Inspection" modal now opens on the first click, and after adding an inspection the page scrolls to the top automatically.
Parts & Inventory
- Opening a tire in the inventory list no longer triggers excessive background data fetches.
- Tire retail price is no longer cleared to zero when updating cost on a canned service.
- Part return search is now faster and more accurate, and inventory sorting by Z–A now works correctly for large inventories.
- Part activity history now shows "updated part qty" instead of "reserved part," and renaming a parent category updates all subcategories.
- PO numbers now display consistently and without truncation across Parts & Tires, Tires on Orders, and Returns tabs.
- Vehicle search results on estimates now display VIN and owner info for easier selection.
- Payments associated with applied credits can no longer be edited from the customer transactions page.
Reports
- Line Item Detail Report can now be exported from HQ with the HIN column included.
- Line Item Category by Period report totals now match between the report view and the export.
- Report Builder now warns when a list merge field is missing its surrounding parentheses.
- "Time Logged / Completed" filter in the Technician Detail report now matches the Summary by Technician behavior.
- Service tag filter in the Line Item Detail report now returns tags from canned services.
- HQ Data list page sorting is now case-insensitive, and the "All Time" filter now clarifies it means all data up to today.
- Status column in the Campaign Performance Summary is now included in CSV/Excel exports.
Scheduling & Calendar
- Appointments no longer appear on printed invoices when "Include Appointments" is turned off.
- Google Calendar sync no longer creates duplicates after a business email change.
- Appointment availability checks now evaluate the specific time slot, not just the day.
- Phone numbers added to fleet customers during appointment creation now save immediately.
- New Appointment modal notes field is now auto-expanding for longer notes.
Messaging & Notifications
- Invoice links sent via SMS and email no longer return a "Not Found" error.
- Inspection-related notifications (estimate requested, declines) are now reliably delivered.
- Appointment notifications now display the correct wording.
- Tagging other users in order notes now saves correctly.
HQ & Multi-Location
- HQ shared inventory now lets you set the retail price on shared parts, and parts/tires in HQ canned services now carry that price to child locations.
- HQ-managed labor rates are now view-only everywhere in the shop app, matching the Settings page behavior.
- Changing a shop user to HQ Admin no longer throws errors — role changes now apply on the first save.
- Top navigation icons no longer disappear at intermediate browser widths.
ALLDATA Integration
- Maintenance schedule search results now appear in the correct order without duplicates, and the "Add Mileage" button is available within schedules.
- Quick-reference notes now appear alongside torque and other specs in Shopmonkey.
- "All access points in use" message is now clearer, and clicking Cancel on the authorization prompt returns to the Service Guide.
Customer Management
- Duplicate referral sources can now be deleted from customer profiles.
- Authorization notifications now reach all assigned users.
- Alphabetical sorting now treats uppercase and lowercase as equivalent.
- Google Reviews now sync into the CRM Review Manager.
Media & Uploads
- Failed media transcoding jobs are now marked final and skipped instead of retrying indefinitely.
- AVIF image thumbnails are now generated correctly, and file transcoding starts with a short delay to reduce load spikes.
Settings & General
- Profile photos update immediately after uploading or removing a custom avatar.
- CRM no longer has layout issues at smaller screen heights, and the notifications panel handles long strings correctly.
- "(deleted)" label is now consistently lowercase across the app, and "Fees & Taxes" has been renamed to "Taxes & Fees."
- Pressing Enter in price and discount popovers now saves the value immediately.
Mobile App
- Photo and document upload system rebuilt — techs can now reliably attach photos to inspections and orders, and individual upload failures no longer stop the entire batch.
- VIN scanning now populates drivetrain, engine size, and transmission fields, and new customers created after a VIN scan are correctly associated with the vehicle.
- TIN/DOT scanning now captures the full number without cutting off digits at the end.
- "Time Logged This Week" no longer resets mid-week, and pull-to-refresh now updates time clock status correctly.
- Calendar notifications now display times in AM/PM format, and pull-to-refresh fetches new notifications correctly.
- Clock-in geolocation is now accurate — techs no longer see their location recorded in the wrong city.
- Fixed crashes on Samsung Android devices during background upload and in the state selector for non-US/Canadian locations.
- Customer View button now appears immediately after adding an inspection to an order.
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