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 order checklist issues — hidden and declined services are no longer included in prompts, and the experience is smoother when mileage is required but no vehicle is attached.
- Duplicating an order in a column that auto-converts to an invoice no longer produces a duplicate invoice.
- The Save button no longer disappears on invoices with many lines of notes, and adding parts to a large order no longer jumps the screen.
- Pressing Enter on service card line items now behaves consistently, and the "hours left of authorized hours" indicator updates immediately.
- You can now type to find a workflow status instead of scrolling the entire list, and the column options menu indicates when more options exist below.
- Comments & Recommendations panel now opens automatically when an order has attachments.
- Shared repair orders show the correct status on the public order page, and authorization prompts are hidden when authorizations are off.
- The order number after clocking in is now correct without a refresh, and manually added techs show their current clocked-in status.
- The unlocked labor rate option now works with HQ Canned Services.
- Invoice amounts of $1,000+ no longer wrap onto a second line on PDFs.
- Several smaller fixes — fee line items in canned services save correctly, Shop Supplies/EPA can be reset to default from popovers, vehicle Assign modal search improved, and empty-state messages now appear for no-match searches.
QuickBooks & Accounting
- Payments that previously spun indefinitely now sync correctly to QuickBooks Online.
- Canadian shops can now configure advanced CA tax settings for QBO sync, and invoices combining GST and PST now sync correctly.
- A clear error banner now appears when tax settings aren't configured for invoice sync.
- Bulk payments on large statements (100+ invoices) now sync reliably, and large customer list imports no longer stop partway through.
- The QuickBooks icon no longer appears on payouts for shops using a different accounting integration.
- The Accounting menu no longer appears for Canadian shops where it doesn't apply.
Parts & Inventory
- All tire names now appear in the exported Tire Returns file, and the inventory export once again includes a reorder Status column.
- Purchase order taxes now calculate automatically for taxable parts added from an order.
- Fixed a problem where assigning line items in bulk across multiple orders could corrupt order data.
- Parts and inventory exports now honor your active search and column filters, so files match what's on screen.
- Printing a draft bulk adjustment to PDF now includes the entered quantities.
- Swapping parts on a PartsTech PO no longer returns an error, and the Export XLS button on Instant Payout details now works.
- The Spend by Vendor report's Total Parts Cost and Total Tires Cost columns now return quantity × cost.
- HQ canned services now respect the Taxable toggle at the shop level, and unlocked labor rates display the correct rate at locations.
- Inventory autocomplete suggestions no longer reopen after clicking away.
Payments & Financing
- Interchange-plus (IC+) processing fees are now correctly prorated across bulk payments.
- Payment settings now display your ACH and BNPL rates using configured location fees, and debit/Interac rates are hidden when they match credit rates.
- Affirm financing messaging now displays correctly even when a payment amount is below $50.
- The Sunbit payment plans action has moved into the "+" menu on the Workflow page for a cleaner layout.
- The Transactions report now leads with the Status column and surfaces active disputes, and a new Disputes report provides visibility into dispute details with Excel export.
- Fixed an order that could still show an unpaid balance after a completed payment.
- The Pay button now reflects pending ACH status, reducing the risk of accidental double payment.
Reports
- The Reports page search box is no longer cut off on smaller screens.
- The effective labor rate on the Order Profitability report now excludes services that are both authorized and hidden.
- Users with Reports permission are no longer incorrectly shown as disabled when selecting scheduled report recipients.
- Tooltips added to the Commission Summary report columns.
- Vehicle exports now preserve mileage unit (kilometers or miles).
Inspections & Vehicle Data
- The ALLDATA maintenance interval list no longer duplicates when the browser is resized.
- Long inspection template titles no longer break the tile layout.
- TINs with valid DOT formats that were previously rejected are now accepted, and the error message for incorrectly entered TINs is clearer.
- The Fee Amount field on the Canned Service edit screen is now readable in dark mode.
HQ & Multi-Location
- Resolved an HQ login issue that caused some admins to lose access, and customer vehicle pages opened from HQ locations no longer appear empty.
- Collate is back on HQ Parts for easier cross-location management.
- Inventory category templates from HQ now propagate correctly to all locations, and deleting a matrix or rate in HQ no longer removes a location's default.
- Line-Item Customer Visibility Defaults now save correctly in HQ Settings, and the HQ labor rate form marks required fields.
- The company hierarchy view auto-scrolls when selecting items on the far right.
- Resolved an issue where some roles showed "No app access" after recent permission updates.
- Several layout fixes — Location Access panel is wider, duplicate results counts removed, and sticky headers stay pinned on Labor Rates pages.
Messaging & Communications
- Transactional messages such as estimates and invoices are no longer delayed behind large marketing campaigns.
- Incoming SMS replies now attach to the correct order when a customer has more than one open.
- The Edit Customer dialog now shows consistent options everywhere, and toggling a thread done/open no longer leaves it in a broken state.
- Corrected translation errors affecting Canadian shops creating invoices in French and translating to Spanish.
Scheduling & Calendar
- The appointment popover and form now show the same list of technicians for users with limited calendar access.
- The State field now populates correctly when adding a vehicle through license plate lookup.
Commissions
- New users now automatically receive a commission record so reporting stays complete from day one.
Settings & General
- Vehicle color choices are now ordered by frequency, putting common colors at the top.
- Adding labor rates is faster with a "Do it again" option for back-to-back entries.
- Archiving now shows a confirmation prompt instead of a delete-style warning.
- Time clock status stays current across tabs without needing a refresh.
- Several UI polish fixes — dark mode notification count, message-read visual jump, misaligned mobile table headers, tooltip overflow, and hover states on tax settings.
- Updated the sign-in page wording for clarity.
- Sticky table header, full-width delete button, and proper modal spacing on Labor Rates and Customer Rates pages.
Mobile App
- Resolved an error that prevented some users from setting up Face ID in the Shopmonkey for Techs iOS app.
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