Required Agreement Alerts
When a contract template is marked required and set to expire after a number of months, the dashboard flags expired and missing agreements, and Contacts can show a Required contracts column you can turn on or off.
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When a contract template is marked required and set to expire after a number of months, the dashboard flags expired and missing agreements, and Contacts can show a Required contracts column you can turn on or off.
Through Dates - Facilities can set a contract template to stay current for 3, 6, 12, or 24 months from signing, or through a specific date such as January 1.
Signs Contracts - Team-signs-last templates now have a Counter-signers setting. Staff can search by name or email, pick more than one person, and any selected team member can complete the facility signature.
After a new car is taken in or assigned to a customer, staff can add it to a current required agreement that has vehicle fields. If that agreement is already full, they can replace a listed vehicle or send a new contract. Archiving, marking sold, or deleting a car that is still listed on a signed contract asks whether to amend that agreement and remove it.
Bulk contract sends now confirm before emailing, then run as a job you can pause, resume, and retry without sending duplicate signing emails.
After selecting multiple fields on a contract template, staff can mark them required or amendable together instead of editing one field at a time.
Select contacts to change CRM stages or send contracts together, using a guided wizard that shows who is ready and what details still need to be filled.
Vehicle spreadsheet imports now recognize a wider range of inspection, registration, and insurance date formats, including spreadsheet date values and regional day-first formats, reducing failed imports and manual corrections.
New and refreshed guides provide clearer walkthroughs for getting started, facility settings, vehicle records, scheduling, booking approvals, recurring appointments, and work in progress.
Facilities can set default staff alerts, while each team member can choose all scheduled work, assigned work, or specific activities and receive updates by email, text, or push notification.
Marketplace product and booking pages now show each option with its photo, price, billing schedule, and a clearer selection indicator, while longer descriptions can open in a focused detail view to help customers compare choices before purchasing or booking.
Completed invoice payments now produce one clear receipt email, reducing duplicate messages for customers while keeping payment confirmations dependable.
Invoice reports now separate fees paid by customers from costs covered by the facility, show a more useful net subtotal, and include invoice line summaries in spreadsheet exports for easier reconciliation.
Incoming facility calls can identify a matching customer from their saved phone number, helping staff see who is calling and open the right customer context faster.
Authorized team members can sign the Mutual Confidentiality Agreement and Data Processing Agreement separately, then download a completed copy of each for their records.
Facility and personal settings now use clearer sections and choice cards for profile, team, billing, communications, general, operations, website, and related controls, making important options easier to find and update.
A more streamlined camera flow can recognize facility QR stickers, VIN barcodes, and supported registration plates, with clearer manual entry and device camera options when a scan is not available.
QuickBooks Desktop files now keep long product names and invoice numbers distinct, handle special characters more consistently, and include clearer account details so imports require less cleanup.
New and refreshed guides provide clearer walkthroughs for payments, the facility assistant, scheduling, vehicles, contracts, event setup, and parking, with updated screenshots from realistic facility examples.
Invoice promotion and coupon discounts now carry through more consistently when syncing with QuickBooks Online and Xero, helping the amounts in accounting match the invoices customers received.
Country-aware phone entry and formatting now work across more customer, contact, vendor, facility, location, registration, event, and public form workflows, making numbers easier to enter, read, and reuse.
When a contact has saved payment details on an older duplicate record, staff can move those payment methods onto the active customer account so billing can continue without asking the customer to enter their card again.
Appointments and photo sessions involving two vehicles now keep the pickup and drop-off cars visible together across creation, session work pages, the dashboard, and schedule views so teams can complete swaps with less confusion.
Facilities can list products and services for online purchase, offer scheduled bookings when availability matters, collect the customer and vehicle details each offering needs, and accept one-time or recurring payments through a guided checkout.
Teams can choose which products and price options appear publicly, turn listings on or off from marketplace and website settings, and present formatted descriptions that are easier for customers to review.
Staff can create all-day appointments that display clearly across calendar views, and completing one occurrence in a recurring series now updates the correct visit without disrupting future work.
Recurring revenue reports now flag plans where tax is expected but is not being applied, helping billing teams correct the setup before relying on estimated tax totals.
QuickBooks and Xero sync history now shows the individual invoices, customers, payments, amounts, and outcomes from each run so teams can confirm what transferred and quickly find items that need attention.
Team settings now provide clearer actions to update a member's name or phone number, resend an invitation, or remove access, making routine team changes faster to manage.
When a team publishes facility pages without choosing a web address first, the system can create a readable, available address from the facility name so setup can continue without extra configuration.
A new step-by-step flow brings event details, dates, capacity, guest responses, ticket options, recurrence, location, and final review together so teams can publish social events more confidently.
Service bookings can include optional extras with clear pricing, while completed vehicle work can guide staff to record whether the car stays on site, goes to a vendor, returns to the customer, or moves somewhere else.
A new event setup flow organizes service identity, vehicle movement, walkthrough requirements, scheduling, billing, notifications, and final review so teams can build consistent appointment experiences more easily.
A new step-by-step product flow brings service details, charge type, pricing, inventory, customer availability, and final review together, helping teams create and update offerings with more confidence.
New and refreshed guides provide clearer walkthroughs for the inbox, customer records, scheduling, marketing events, account settings, facility web pages, registration, and vendor workflows.
Teams can choose which details and notes guests provide, update one event or all following events in a recurring series, and see clearer attendee names and event photos while managing responses.
Staff can walk a zone and scan vehicle QR codes or VIN barcodes to confirm cars, spot unexpected or missing vehicles, and correct a QR assignment before completing the audit.
Teams can create, customize, print, export, assign, and reassign QR codes that open the correct car or customer record when scanned.
Social event pages can work as informational flyers without requiring responses, draft and published events are easier to distinguish, staff can remove responses when plans change, and customers can return to their event list more easily.
Photo uploads in the mobile app continue without getting stuck while checking location details and stay inside the app throughout the upload.
Facilities can add an Upcoming Events section to the customer home page that brings scheduled vehicle work and social events together in one place.
Customer and contact records can store additional mobile, home, work, fax, or custom-labeled phone numbers with international formatting, including numbers brought in through customer imports.
A new step-by-step campaign flow brings message design, audience selection, scheduling, and final review together so teams can prepare and launch outreach with more confidence.
Vehicle imports now match owner names and parking spaces, present suggested matches for review, and let staff change or skip a match before records are added.
Mobile parking views now include the facility location selector, helping multi-location teams narrow the map and list without switching devices.
Floor plans can label lift levels with letters, numbers for each lift, or consecutive platform numbers across the facility, including top-to-bottom or bottom-to-top ordering.
Team members can add or update a phone number in user settings and see clearer guidance when text notifications need a number on their profile.
A searchable vehicle picker with current spot, zone, and vendor details helps staff find and assign the right car while resolving parking audit differences.
A dedicated vehicle report lets teams choose and reorder columns, sort records, and export the visible information to Excel for easier inventory review.
New and refreshed guides provide clearer walkthroughs for the facility assistant, payments, inbox, vehicles, events, service plans, contracts, customer onboarding, parking, and public facility pages.
Teams can choose which vehicle details each document type fills automatically, including registration, insurance, identification, and expiration information from staff or customer uploads.
Private collectors can choose an account designed for managing a personal collection, with per-vehicle billing and the ability to archive cars from everyday inventory without losing photos or history.
Staff can select multiple contacts and move them to a new follow-up stage together, making pipeline updates much faster.
Multi-service recurring plan reviews now calculate combined service, tax, and applicable fee totals more accurately, while staff get clearer card and bank setup choices and more consistent custom invoice numbering.
Single-location facilities can see the parking zones associated with each customer's vehicles directly in the customer table.
Customer records now show onboarding progress and remaining steps, with controls for staff to complete or skip individual steps and clear outstanding onboarding blockers.
Teams can walk parking spots and zones, confirm or correct occupancy, move or remove vehicles, attach zone photos, resume unfinished audits, review accuracy, and set an audit schedule.
Exported vehicle and market values remain numeric, making parking report spreadsheets easier to sort, filter, and calculate.
Facilities can let customers add their own vehicles and photos from the customer app while retaining staff control over whether the feature is available.
Social events can collect custom questionnaire answers, support additional guests by count or contact, apply free or paid guest policies, and accept public responses even when no ticket option is required.
Photo viewers now provide copy and download controls while preserving familiar browser actions, and recent vehicle photos display more reliably.
Public facility pages can show custom header text and logos, operating hours, staff contact cards, and connected social accounts, with facility-branded previews when links are shared.
Questions about a specific facility location now return appropriately scoped vehicles, customers, schedules, alerts, parking information, and recent vehicle movements.
New texts, emails, calls, and voicemails can trigger unread badges, in-app alerts, and push notifications, while teams can choose email, text, or push for each activity category.
Recurring billing reports now separate subtotal, estimated tax, processing fees, and invoice total while showing how each payment is expected to be collected.
Staff can submit questions, issue reports, and feature ideas with screenshots, search earlier requests, track replies and progress, and see unread updates from the account menu.
Facilities can arrange customer Cars page sections such as vehicle grids, collection values, sourcing actions, and custom buttons with a live preview.
Photo captures now upload in the background with progress, retry, and cancel controls, adapt to slower connections, keep scanned VIN images, and autosave walkthrough notes.
Customer onboarding now reaches a clear finish when required contracts are still waiting for signatures, including newly added contract requirements, so customers no longer repeat completed steps.
New and refreshed guides now cover vehicle searches and activity, parts and modifications, parking and outside vendor moves, schedule views and approvals, custom forms, campaigns, community channels, facility search, and guided account setup.
Staff can review exactly when a recurring plan will end, choose whether to notify the customer, and optionally apply unused prepaid time to the customer's balance when ending an eligible plan immediately.
Teams using QuickBooks Desktop exports can now download accounting data as a spreadsheet in addition to the standard QuickBooks Desktop file, making it easier to review records before updating the books.
Teams can choose and reorder customer table columns, include facility location, sort more customer details, and copy email addresses or phone numbers more quickly for a workspace that fits their daily process.
Pickup and delivery forms now suggest facility, customer, vendor, and current vehicle locations, and staff can complete transport details from the photo walkthrough with less manual entry.
Staff can book a full multi-step workflow directly from the schedule, keeping each step connected instead of creating every appointment separately.
Customer invoice previews and documents now show promotion discounts more clearly and calculate processing fees and remaining totals more consistently, making the amount due easier to understand.
Recurring plans can begin in the past, today, or on a future date, with a choice of monthly billing day and a clear preview of what is due now and when the next full charge will occur.
Plans waiting for a customer to choose card, bank, cash, or check no longer cancel automatically at the next billing cycle, reducing surprise interruptions while payment details are finalized.
Appointment and photo session pages now organize customer and vehicle details, status, photos, checklists, readings, signatures, and related billing into clearer sections, with action prompts that take staff directly to unfinished work.
Vehicle market comparisons can now find a useful broader match when an exact VIN or trim match is unavailable, helping more cars display relevant valuation context.
Dashboard tasks can be filtered by due date, creator, or assignee and sorted by date or title, helping each team member quickly focus on overdue, upcoming, assigned, or unassigned work.
The schedule now includes a two-week calendar option with period navigation, optional weekend columns, and a day detail panel so teams can plan near-term work without switching between daily and monthly views.
Staff can review and apply approved agreement changes together, confirm them before saving, notify the customer automatically, and compare summaries and documents from each preserved contract version.
Contract templates can include separate customer and team signature dates that fill automatically when each person signs, keeping completed agreements accurate without manual date entry.
Assistant suggestions for customer, vehicle, and scheduling work can now be reviewed and confirmed directly from the conversation, while shared messages include convenient links to the relevant records and schedule.
Teams can choose which invoice ready, payment due, overdue, and receipt emails send automatically and set the follow-up interval, helping billing staff stay consistent without sending every reminder by hand.
Invoice reports can now include subtotal, tax, and processing fee columns on screen and in Excel downloads, giving billing teams a clearer breakdown for reconciliation and accounting.
Customers get a clearer invoice preview alongside payment choices, processing fees, and the total due, with a smoother mobile flow and convenient invoice or receipt downloads after completion.
Eligible teams can connect facility and vendor bank accounts, review the payment amount and fee, send approved vendor invoice payments directly, and follow their progress from the vendor invoice.
After moving a customer to deleted records, staff can permanently remove the customer and their related vehicles, events, files, and agreements through a clear confirmation step when complete removal is required.
Staff can mention teammates in activity notes to notify the right people and edit quick task titles directly in the activity feed, making day-to-day follow-up easier to keep current.
Marketing campaign audiences can be filtered by customer stage, customer type, and lead source, and customer imports can bring those details in from a spreadsheet for faster, more precise outreach.
Table, whiteboard, and progress views now include date presets, previous and next controls, a date picker, and a quick return to today so staff can review work across days and weeks without switching views.
Staff can open the Utilities mobile app listing from onboarding, the dashboard, a shareable facility link, or an emailed download link, making installation simpler on iPhone.
Photo session PDF reports now present odometer, fuel level, tire pressures, and tire reference details in a dedicated vehicle status section for a more complete customer handoff.
Public facility pages can include a Visit Us section with the facility address, phone number, interactive map, and directions link that stays in sync with General Settings.
The customizable dashboard now offers a broader selection of charts for billing, customers, vehicles, events, parking, forms, and communications, with configurable date ranges for a more useful operations overview.
Staff can charge a saved payment method now, schedule an automatic charge for a future date, send a payable invoice, request the customer's payment choice, or record cash or check from one guided finalization flow.
A single recurring plan can now combine multiple products or services with their own quantities, helping teams keep bundled storage and care packages together on one customer plan.
New guides and refreshed screenshots cover onboarding, facility search, the assistant, contacts, vehicles, events, parking, payments, contracts, settings, and facility web pages so teams can learn more workflows without leaving the help center.
Teams can review page views, unique visitors, traffic trends, popular pages, referral sources, devices, and domain activity for public facility pages across selectable time ranges.
Registration and inspection alerts can refresh license plate information on demand, helping teams confirm the latest renewal dates directly from the dashboard.
Staff and customers can review total collection value, value trends, and a per-vehicle breakdown using market estimates and facility-declared values, providing a clearer picture of the vehicles stored with the facility.
New and refreshed guides with real-world screenshots cover inbox, scheduling, contacts, parking, marketing, facility web pages, customer mobile app options, vehicles, settings, payments, and vendor workflows.
Connected facility cameras can continuously watch entrances, automatically create photo events as vehicles arrive or leave, identify vehicle details, and use live views with guided calibration to help teams confirm coverage.
Staff and customer portal users can download a copy of their account information or submit an account deletion request from profile settings, making these account controls available without contacting support.
Connected camera devices can now be joined to Wi-Fi from a phone using a guided setup flow with a QR connection, clear progress checks, and a pairing code for relinking a device after it has been removed.
Staff can enter card details in the Utilities mobile app to collect a customer payment or save a card when contactless payment is not available, keeping on-site billing moving from the same device.
Recurring plan pages now present past invoices in a simpler view-only history, making billing activity easier to review without duplicate actions.
Invoice documents and details now show the remaining balance after partial payments and credits, helping staff and customers see what is still owed without overstating the total.
Draft invoices can now be completed in one step by charging the preferred saved payment method when available or sending a card-payable invoice when no payment method is on file.
When changing a recurring plan, staff can select or create an eligible discount from a searchable list and review the updated amount before saving.
A dedicated report brings customer and vendor invoices together with date ranges, collected and outstanding totals, overdue balances, sortable columns, and Excel downloads for faster billing review and reconciliation.
Walkthrough videos now use the in-app camera when available and select the highest practical resolution supported by the device, improving visual detail in inspections and vehicle documentation.
Appointment emails and text messages can now include the appropriate event notes, giving customers and team members useful directions, preparation details, and handoff context with the schedule update.
Tax rates can now be entered and displayed with up to four decimal places, helping facilities apply regional rates such as 6.625 percent more accurately.
Customers who have not chosen how they want to pay an invoice or recurring plan can now receive friendly follow-up emails automatically, helping facilities finalize billing without manually tracking every request.
Staff can move an active recurring plan to another product or price, update quantity, and choose how billing adjustments are applied, making plan changes easier without recreating the subscription.
Teams with QuickBooks Desktop export enabled can preview and download a date-based accounting file containing customers, services, invoices, payments, credits, and refunds, reducing manual entry when updating the books.
Incomplete appointments from earlier dates now remain visible on progress boards until they are finished, helping teams catch outstanding work instead of losing it when the date range moves forward.
Team members can set up a personal PIN and switch profiles from the sidebar without signing the previous person out, making shared front desk and shop devices faster to use while keeping work tied to the right staff member.
Facility-wide appointments now keep their workflow steps, tags, notes, and progress connected even when no vehicle is attached, so teams can manage general facility work with the same consistency as vehicle services.
A new Setup, Fields, and Review flow guides staff through creating contracts, filling required information, linking vehicles and contacts, previewing the customer view, and confirming everything is ready before sending.
Vehicle tables can show and sort by customer first name or last name separately, making it easier to organize owner records and prepare exports in the format your team needs.
Staff and customers can record a vehicle as sold even when it was never listed on the marketplace, with clear Listed, Sold, and Not Listed states plus the option to list it again later.
Admins can maintain the facility address and phone number from General Settings using address search and country-aware phone entry, making core location details easier to keep current.
Teams can create their own vendor categories, assign one or more types to each vendor, and filter the vendor list by type so service partners are easier to organize and find.
Contract templates can require the customer to sign first and then route the agreement to the designated team member for a final signature, with clear progress from preparation through completion.
Teams can update approved sections, vehicles, contacts, and fields on active agreements while preserving numbered amendment snapshots and template versions for a clearer contract history.
The help center now includes deeper step-by-step guides and refreshed screenshots across scheduling, payments, inbox, settings, marketing, parking, contracts, contacts, cars, forms, and facility web pages.
Workflows can link the right vehicle to each step and schedule multi-step jobs more clearly so multi-car work stays organized from booking through completion.
Teams can choose which email, text, and push notifications send for scheduled, rescheduled, in progress, completed, and cancelled events, with team defaults and per-event overrides.
Facilities can turn Cars for Sale on or off and choose whether customers may list, unlist, or mark their own vehicles sold from the customer portal.
Customers can sign in from a facility-branded page tied to your website or public facility link, so portal access feels connected to your business from the first click.
Teams can download cars, contacts, and events as CSV or Excel files from settings, with date range options for events, for reporting, backups, and offline review.
Invoice line items and invoice emails render more consistently, making customer billing documents easier to read and review.
Date fields now include easier selection and a clear option, helping staff correct scheduling, billing, and reporting dates with fewer clicks.
Parking maps now show richer vehicle context such as thumbnails, colors, and plate details so staff can identify cars faster from the floor plan.
Calendar views make selected day details, month navigation, unavailable times, and quick event creation easier to review, and staff can expand time search when booking outside normal hours.
Customers, leads, vendors, and contact reports now live under Contacts with clearer sections for storage, events, detailing, marketplace, services, and vendors.
Registration, vehicle records, and contracts can collect and reuse lien holder name, address, and phone details for financed or leased cars.
Creating a recurring plan now uses a step-by-step flow for plan selection, payment, schedule, promo codes, and final review with billing estimates before activation.
External camera setup is clearer to complete, capture progress is easier to follow, and staff can get notified when drive-by walkthrough photos are ready.
Phone walkthroughs have clearer step navigation, improved damage marking controls, and smoother photo review so staff can move through inspections faster.
Vehicles can count as partial or multiple spaces so motorcycles, oversized vehicles, lifts, and shared areas reflect occupancy more accurately.
Recurring price options can schedule percentage increases after a chosen review period, helping facilities keep long-term plans aligned with current rates.
The account setup walkthrough now includes payment processing onboarding and contract upload steps so new facilities can finish billing and agreements without leaving the guided flow.
Customers signing on desktop or phone get clearer progress for required fields, signatures, and initials, with a smoother mobile signing layout.
QuickBooks and Xero connection pages now show recent sync runs with status and results so teams can confirm what synced and spot issues faster.
Customer records can choose whether invoices bill the customer, company, another contact, or a custom name and address, with a preview before saving.
Photo walkthrough rules can save registration or insurance photos to the customer document profile, link them to the vehicle, and help fill related vehicle details with less manual entry.
The documentation center now includes a getting started overview plus refreshed payments guides with populated screenshots and clearer billing walkthroughs.
A new step-by-step setup hub guides facilities through branding, team invites, sample data, and key configuration with a distraction-free layout.
Staff can search for a customer in the Utilities app and save a payment card with Tap to Pay without switching to the web dashboard.
Person Payments - Collect card-present payments from the Utilities mobile app, including a dedicated take-payment flow for charging customers on site.
Staff can send a vehicle to a vendor partner from the car record while keeping location tracking and history when cars leave the lot for detail, transport, or service work.
Pair facility camera systems to trigger automated photo capture during walkthroughs, with health monitoring and remote updates from device setup settings.
Detect - Upload a contract PDF and automatically detect signable fields from the layout, helping teams set up new agreement templates faster with less manual placement.
Design custom public pages with a visual builder: add hero sections, photo galleries, text blocks, registration embeds, and navigation menus with a live preview while you edit.
Teams can build custom forms with a drag-and-drop editor, publish shareable links, review submissions, and embed forms on public facility pages or registration flows.
The overview dashboard includes a task list widget where staff can create quick tasks, assign teammates with @mentions, and check items off inline.
Link individual customer records to the correct QuickBooks customer when automatic matching needs a manual connection.
The facility AI assistant can remember team-wide facts and preferences that persist across web chat and messaging conversations.
The payments overview now includes average days to collect so billing teams can spot collection trends alongside revenue and receivables.
When setting up or managing recurring billing, staff can choose a specific future cancellation date instead of only canceling immediately or at period end.
Team members receive email, text, or push notifications when they are assigned or @mentioned on a task.
Connect a team iMessage group chat to your facility assistant so staff can ask questions and run lookups from their phones.
Ask the assistant to look up invoices, quotes, contracts, documents, subscriptions, revenue, parking occupancy, workflow progress, and customer or vehicle activity, and take actions like sending contracts, issuing credits, updating records, or pausing billing plans.
Documentation for parking spots and marketing events now includes populated screenshots and clearer check-in and occupancy workflows.
Customer account balances and prepayments sync to QuickBooks and Xero for more consistent bookkeeping.
Contract fields now pull the latest customer and vehicle information when agreements are reviewed or signed, keeping agreements accurate without manual refresh.
Customer activity timelines now show whether outbound emails were delivered or opened, helping staff follow up on invoices, contracts, and portal invites.
Customers receive branded email confirmations when staff record account prepayments.
View customer prepayments, credits, and running balance on customer records, record prepayments, and see balance applied on invoices.
The customer portal home screen on mobile devices has a cleaner layout for quicker access to cars, events, and facility actions.
Public marketplace vehicle pages now include improved listing details for better discovery and sharing online.
Failed QuickBooks sync jobs retry automatically and show clearer error details so teams can reconnect accounting faster.
Invoice pages now handle due dates more consistently when invoices are finalized and reviewed, giving customers and staff a clearer picture of when payment is expected.
The products list now shows live inventory and subscriber counts so teams can see capacity usage without opening each product.
Team members can manage event and inbox notification preferences with clearer controls from user and team settings.
Facilities can search for and configure phone numbers with a clearer setup experience for inbound calls and customer messaging.
Phone conversations now include playable recordings and readable transcripts in the customer inbox, so staff can review what was discussed without leaving the conversation.
Prospective customers can browse location-specific storage pages with maps, FAQs, and a lead form, making it easier for people searching in their area to find and contact your facility.
Documentation across contracts, scheduling, payments, settings, marketing, events, AI assistant, contacts, facility web pages, parking, and cars now includes refreshed screenshots and clearer step-by-step guidance.
Up - New facilities completing online checkout now see clearer contact fields, international phone input, and a more guided path through trial registration.
Aware Vehicle Labels - Inspection and registration labels now adapt to your facility's country, such as MOT and Road Tax for the UK or WOF and Rego for New Zealand.
Public marketing pages now highlight major product capabilities with clearer feature cards and demonstrations for prospective customers browsing the website.
The invoices list can now be filtered by how customers pay, including card, bank transfer, cash or check, waiting on customer choice, or not yet set.
When a vehicle moves between facilities, teams can request to share service history with another location, approve incoming requests, and choose how much activity syncs between accounts.
Recurring revenue reports now calculate economic occupancy with clearer filtering for multi-location operators reviewing portfolio performance.
Billing overview pages show when data was last updated and include a refresh control so teams can reload reports on demand.
Default payments overview charts are arranged for clearer revenue, receivables, and recurring billing visibility out of the box.
Payments charts and reports load more quickly while still letting you refresh when you need the latest billing numbers.
Staff can convert a standalone customer into a contact under another account, moving cars, billing, and history while preserving access for spouses, assistants, and family members.
Service plans now tie recurring care packages directly to scheduled appointments on each vehicle, with flexible repeat rules for monthly washes, inspections, and membership maintenance.
Staff can drag events on the calendar to a new time and confirm the change, making schedule adjustments faster for appointments and photo sessions.
App Help Guides - The documentation center now includes refreshed screenshots and clearer step-by-step walkthroughs across cars, contacts, contracts, payments, parking, scheduling, settings, marketing, events, AI assistant, and facility web pages.
Prospective facilities can schedule a live product demo with a clearer calendar, timezone selection, optional guest invites, and a smoother confirmation experience from the website.
Facilities can choose which vehicle sections and fields appear on customer portal car pages, separately from the staff dashboard layout.
Teams can enable a setting to open the damage marking tool immediately after capturing inspection photos, helping staff document issues faster during walkthroughs.
Customers who add the portal to their phone home screen now see improved layout on notched devices and a cleaner full-screen browsing experience.
Public facility pages now support customizable banner images with cropping and positioning tools so teams can showcase their brand on customer-facing pages.
Teams can copy ready-made links for customer login, public facility pages, registration, and vendor invoice pages from website settings for faster sharing in email, texts, and printed materials.
Facilities can design the customer portal home screen with personalized greetings, quick action buttons, car sliders, upcoming service events, social event cards, and custom link grids, with a live preview while editing.
The cars list now displays video thumbnails with a play indicator when a vehicle uses a video as its profile image.
When importing events from spreadsheets, teams can include bundled photos, videos, and documents that attach to the imported records automatically.
Calendar feeds now include a one-click Add to Outlook option alongside existing Apple and Google calendar subscription links.
Bulk vehicle imports now process in smaller steps with clearer progress tracking, making large data migrations more reliable especially when photos are included.
Dates and times now appear more consistently across scheduling, billing forms, and facility settings using your team's preferred format.
When automatic license plate lookups detect a renewed registration or inspection date, team members can receive email alerts so staff stay informed without manual checks.
Parking reports now include a visual timeline that shows when each vehicle occupied a spot or zone over your selected date range, making movement patterns easier to review.
Appointments can be assigned to team members and vendors, with notifications that help the right people know when work is booked or reassigned.
Staff can use a single search shortcut to find cars, customers, parking spots, parking zones, and events, then jump directly to the right record faster.
Staff can build a personalized operations home with charts, activity feeds, quick actions, parking maps, inbox lists, schedules, vehicle grids, and CRM boards, while admins can set team default layouts and templates.
Recurring billing setup now has searchable product and price selectors with inline creation, making it faster to add plans or price options without leaving the billing flow.
The documentation center now includes refreshed screenshots and clearer walkthroughs across scheduling, payments, parking, contacts, cars, contracts, settings, inbox, marketing, events, and facility web pages.
Recurring price options can include a minimum commitment term and choose whether billing ends automatically or continues after the term, helping teams sell storage plans with clearer expectations.
Team members can receive branded email alerts when a customer adds or changes the payment method used for automatic billing, helping billing teams stay aware of important updates.
Teams can create and reuse shared tags across cars, customers, and events, helping staff organize records with consistent labels.
Staff can choose one, two, or three column layouts for the create event screen on desktop and mobile, making the booking flow easier to match each team's device setup.
Staff can import past or external event records from CSV or Excel, map columns, review matches, skip or replace rows, and keep event history connected to the right vehicles and customers.
When event types have multiple options, staff and customers can choose the right option while scheduling and see the related price or completion billing note before booking.
Staff can subscribe to the facility schedule in Apple Calendar, Google Calendar, or Outlook, choose location specific feeds, hide customer or vehicle details with busy only privacy, and rotate links when access needs to change.
The in-app documentation center now includes searchable guides with screenshots for cars, contacts, contracts, payments, parking, scheduling, settings, facility web pages, and getting started.
The schedule can open in a clean full screen display view that keeps current filters, hides extra navigation, and works well for wall displays, shared monitors, and screen sharing.
Facilities can let customers opt in to reuse their signature on future unchanged agreements, and staff can void signed contracts or bundles with a reason while keeping the signed history for records.
Staff can send or resend secure emails from a recurring plan asking customers to choose card, bank transfer, or cash/check, with the plan clearly marked while it is waiting on the customer.
Additional safeguards now keep AI tools, event billing records, parking map edits, and phone or message activity tied to the correct facility account.
Recurring billing reports can compare current recurring revenue against marked street rate capacity, helping teams understand revenue opportunity, occupied units, and pricing performance at a glance.
Multi-team users can search facilities from the sidebar switcher, making it faster to move between accounts when managing several locations or brands.
Staff can create marketplace listings or mark vehicles as sold from the vehicle sale card, making public sale status easier to keep current.
Public facility pages now have shareable QR codes so teams can add quick customer access to signage, printed materials, and front desk workflows.
Invoice creation and finalization now provide clearer feedback when a customer has no email on file, avoid unexpected automatic sends for send later invoices, and better support scheduled auto-charge workflows.
If a VIN scan or lookup does not match an existing car, staff can start a new car intake from that VIN and carry it into the walkthrough and vehicle details.
Customer and vehicle notes now use a clearer Customer visible versus Internal only selector across note entry and activity feeds, helping teams choose what customers can see.
Recurring billing reports now include per-column filters, filtered summary totals, clearer empty states, and Excel export using the visible report columns.
Product detail pages now support inline editing for price variant names and tax rates, reducing the steps needed to keep products and recurring plans up to date.
Products and price variants can now track total capacity, customer availability behavior, and live subscriber counts so teams can prevent overselling and manage waitlists more confidently.
Facilities can set up branded website, customer login, and email domains from settings with a clearer checklist, step-by-step domain instructions, and status checks so customer links and emails feel more consistent with the facility brand.
Import previews now flag possible duplicate vehicles and customers before records are added, with options to skip or replace matches while preserving linked customers, photos, notes, declared values, and key expiration dates.
Recurring billing reports now include clearer rate breakdowns, rate anniversary dates, current parking context, and multi-vehicle subscription details across more recurring billing setups.
Paid appointments can now prepare an invoice when scheduled and finalize or charge it when the work is completed, helping teams keep billing aligned with the service lifecycle.
Staff can prepare recurring plans before they go live, request a customer's payment preference before activation, allow offline payment choices, and schedule a future cancellation date from the recurring billing flow.
Customer stages, customer types, and lead sources now autosave while teams edit and reorder them, making CRM setup faster and reducing the chance of losing configuration changes.
Staff can paste a Classic.com market link and load matching market details into a vehicle record, making valuation charts and market comparisons easier to keep accurate.
Teams can set default invoice payment terms, choose a billing contact email for invoice questions, and control whether branded receipt emails send automatically after payments.
Registration flows now keep the vehicle step in the right place when contract templates need car information, and customers can fill missing vehicle details while signing.
Public feature pages now include more complete explanations and demos for major areas such as contracts, branding, damage documentation, insurance reporting, customer registration, and vendor management.
Parking occupancy reports can now switch between movement-level detail and one row per vehicle, with spot or zone context included in on-screen views and branded PDF exports.
The cars table now supports faster inline edits for key vehicle details and shows richer value, market, and service plan context without requiring staff to open each vehicle record.
Up Checkout - New facilities can now complete account details and payment setup in a clearer multi-step checkout before starting their trial.
Teams now receive clearer dashboard, email, and Slack alerts when QuickBooks or Xero needs reconnection, helping keep invoice and payment syncing on track.
Draft invoice totals now refresh processing fees when line items or payment preferences change so customers see more accurate amounts before payment.
Staff can send customers a secure link to choose a preferred payment method for an invoice or recurring plan before billing is finalized, with fee estimates shown before they confirm.
Teams can customize customer stages, types, sources, and follow-up due dates so staff know who needs attention and why.
Up Board - The customer list now includes a board view for organizing leads, current customers, and former customers by follow-up stage.
Linked billing records now show related events and support additional photo uploads, keeping invoices, quotes, and service documentation easier to review together.
Staff can link appointments and photo sessions to invoices or quotes, making it easier to connect service work with billing records.
Contract templates can now pull vehicle insurance company, policy number, policy holder, and policy expiration details from car records.
The payments overview now calculates receivables and past due totals more efficiently and keeps the mobile view stable while still showing key billing totals.
Zone parking is now tracked like spot parking, so moves into zones appear consistently in car activity, photo walkthroughs, occupancy views, and parking reports.
Newly added customer payment methods are now set as the default for future invoices more consistently.
Disabling automated customer notifications now keeps manual sends available for portal invites, invoices, quotes, contracts, receipts, billing links, and photo session invites.
Staff can share payment setup links by email, text message, or copyable link from customer payment methods and recurring payment dialogs.
Recurring billing reports now show linked vehicles, multiple vehicles per billing period, and current parking spot or zone context.
Recurring billing reports now separate base rate, processing fees, and customer total for clearer revenue and customer charge review.
Registration forms now support custom configured fields and validation for custom registration cards.
Team branding now applies more consistently across emails, public facility pages, registration, marketplace, and invoice flows.
Facility public pages now share a consistent subpage navigation across registration, marketplace, and invoice sections.
Registration payment setup now respects team payment method availability and fee rates.
Registration payment forms can now let customers choose offline cash or check payment when a facility enables that option.
Custom statuses can now track assignees and due dates on appointments and photo sessions.
Event descriptions and notes now appear across schedule dialogs, parking views, and car activity context.
Recurring subscription views now show clearer price breakdowns for easier billing review.
Vehicle records now support team level tags for filtering and organizing the cars list.
Subscription imports now include a preview step for validating recurring billing data before import.
Teams can create reusable custom statuses for appointments and photo sessions and manage them from settings.
Team settings now includes a setup guide banner to help facilities finish key onboarding tasks.
Teams can review vendor invoices, create payouts, and mark vendor invoices as paid from the payments area.
Vendors can submit invoices through dedicated vendor and public facility invoice flows.
Vendor onboarding now supports Stripe based bank setup and payout readiness checks.
Users can add and manage passkeys for Face ID, Touch ID, Windows Hello, or security key sign in.
Car detail pages now support editable fuel level readings with historical tracking and charts.
Scheduling received timezone and availability fixes across month, day, and booking views.
Car detail pages now support editable odometer readings with mileage history and trend charts.
Parking maps now include search support for quickly locating spots and assignments.
Customer registration now supports choosing available payment methods during onboarding.
Users with access to multiple teams can switch teams directly from the app shell.
Scheduling components now use shared facility scheduling helpers for more consistent availability behavior.
Invoices can now be charged directly against a saved payment method from the invoice detail page.
The find storage lead flow now saves progress across steps so prospects can complete longer requests more reliably.
Recurring subscriptions, off session billing, invoice creation, and webhook handling received reliability upgrades.
Billing periods now track which vehicles were associated with a recurring subscription period.
Recurring subscriptions can now sync linked vehicle details into Stripe invoice memo data.
Schedule and session pages now show event billing details directly in context.
Payments pages now surface clearer Stripe integration status information.
Recurring billing reports now include richer rent roll and revenue details.
Added backend support for batching monthly recurring customer billing activity.
Added cleanup and configuration helpers for large import jobs.
Teams can block out facility dates so customer scheduling and availability checks avoid unavailable days.
Teams can request Google reviews from customers, track review activity, and manage review settings from marketing.
Event types now support more scheduling rules around availability, approvals, and booking behavior.
Invoice, receipt, and billing emails now use more consistent formatting and delivery behavior.
Customers can now use dedicated magic link sign in flows for easier portal access.
SMS and inbox timelines now handle inbound and outbound message updates more consistently.
Added script based tooling for larger customer and vehicle imports.
Contract and contract bundle pages now handle template field data more consistently during signing.
Public registration forms can now collect required customer documents during onboarding.
Campaign activity now records delivered and scheduled recipients correctly so marketing performance dashboards no longer get stuck at zero.
Added a customer reporting page for reviewing customer records in a dedicated report view.
Added a recurring payments rent roll report for tracking subscription revenue, customer billing, and recurring plan details.
Photo annotations and checklist metadata now save more reliably across car and session pages.
Workflow linked events now correctly display and track the In Progress status throughout photo sessions and schedule views.
Customer inbox timelines now auto scroll to the most recent message when opened.
Outbound emails now convert line breaks into proper HTML formatting so multi line messages render correctly.
The email compose textarea is now capped so the Send button stays visible on smaller screens.
Help and support ticket comments now render with improved markdown typography and readability.
Fixed field code selector layering and improved rich text editor behavior in email compose.
Global admins can now grant cross team switching access for users directly from the admin team page.
Customer booking flows now prevent selecting past dates while preserving staff override flexibility.
Events with both checklist and photo rules now consistently include the checklist step instead of skipping it.
Car pages now support a rolled up notes feed that includes vehicle notes plus linked event notes with clear context labels.
Daily schedule event dialogs now include compact summaries, warning badges, and a cleaner mobile friendly event list.
Vehicle activity rows now surface the latest note for appointments and sessions for faster review.
Overlapping schedule events now group sooner and open in an accessible dialog for easier multi event review.
The schedule page now remembers each user preferred calendar view mode between visits.
Photo capture and upload paths now normalize landscape orientation across camera workflows including VIN scanning.
Monthly calendar view now has inline month navigation and fixes for collapsed layout and date range handling.
Bulk event importer now reads files more reliably across browsers before parsing large ZIP uploads.
Added a full calendar month view mode to the scheduling experience.
Added a mobile optimized progress view with swipeable tabs, richer headers, and status change confirmation prompts.
Increased floor map text size for spots, zones, lifts, and labels to improve at a glance readability.
Added automated retry handling for failed QuickBooks sync jobs to improve accounting sync reliability.
Recurring subscription imports now support applying a single start date override across all imported rows.
Time grid calendars now support swipe, arrow key, and horizontal wheel navigation for faster day to day movement.
Rotate groups of parking spots and zones together around their center point in the floor plan editor for faster layout adjustments.
Change prices across multiple recurring subscriptions at once from a single page with preview and confirmation.
A rebuilt payments section with dedicated tabs for Invoices, Quotes, Recurring, and Products for faster navigation and streamlined billing management.
All dates, times, and currency values throughout the app now respect your team's configured locale and formatting preferences.
Click any row in the payments table to open invoice details instantly without using the actions menu.
Type {{ in the marketing email editor to get autocomplete suggestions for all available customer and vehicle field codes including snake_case format.
Require customers to upload multiple document types such as both a driving license and proof of insurance during the onboarding flow.
Marketing email logos and images now render correctly across all mobile email clients through automatic image format transcoding.
Your facility can create a branded public profile page with photo gallery, service listings, and a registration inquiry button so customers can discover and engage with your facility online.
A new multi step wizard lets prospective customers submit storage requests with their location, vehicle details, and contact info, delivered as qualified leads to your team.
Generate branded PDF reports from any photo session complete with annotated damage photos, maintenance checklists, and your facility's logo for professional customer handoff.
Submit bug reports and feature requests directly from the dashboard with image attachments, upvoting, and real time status tracking.
A new API with key based authentication lets external tools and integrations pull car and customer data from your facility in real time, complete with interactive documentation.
Choose which sections and fields appear on the car detail page for both your team dashboard and the customer portal via drag and drop settings.
Car thumbnails now upload at higher quality for a sharper, clearer appearance across the dashboard.
Override the automatic Classic.com market valuation for any vehicle by linking to a specific Classic.com listing URL.
Recurring billing now correctly supports and displays any cadence including weekly, quarterly, and custom intervals across the dashboard and customer portal.
Issue account credits to customers and automatically apply them toward future invoices and charges.
Configure which steps and cards appear on your facility's public registration form using a modular drag and drop card system.
Connect your facility to Xero for automatic two way sync of customers, invoices, payments, refunds, and payouts to keep your books up to date without manual data entry.
External vendors now get a dedicated portal to view assigned appointments, see vehicle and transport details, update job status, and add notes without needing access to your main dashboard.
Drag to reposition how a vehicle's thumbnail photo is cropped, ensuring the most important part of the image is always visible.
Pinch to zoom and pan on vehicle photos to inspect damage annotations and details up close on any device.
Scan a VIN barcode using your device camera to instantly pull up a vehicle's detail page during check in or lot walks.
Added "PPF Damage" as a new damage classification option in the photo inspection workflow.
Quickly scan or enter a VIN from the sidebar or mobile bottom nav to jump straight to a car's page.
Customers can now see who else has booked a time slot. Facility operators can enable this per event type, and customers can mark their booking as private.
The VIN scanner now uses multiple detection layers for faster, more reliable results.
Stripe onboarding now opens in a new tab on Safari to prevent crashes from complex bank redirect chains.
The Revenue Overview card now shows three KPI tiles: Collected Revenue, Accounts Receivable, and Past Due invoices at a glance.
Shared photo session links now display rich preview cards with the vehicle photo, event type, and facility branding on social media and messaging apps.
Vehicles with a VIN now automatically decode detailed specs from the free NHTSA (US Gov) database.
Upload a custom thumbnail photo directly from the car detail header for quick visual identification.
Car and customer detail pages now use full-width layouts with the top navigation hidden for a more focused experience.
Fixed the quick date range selector layout on mobile in the marketing calendar.
Larger, easier-to-tap action buttons after capturing damage photos on mobile devices.
Preset zoom level controls (1x, 2x, 3x) in the in-app camera for precise photo documentation.
Customer onboarding emails now include a plain text link fallback for email clients that don't render buttons.
Automatically sync declared vehicle values from signed contracts to car records.
Void finalized invoices and duplicate existing invoices as new drafts to save time on recurring charges.
Control which damage documentation photos are visible to customers in their portal.
Configure whether card and ACH processing fees are absorbed or passed through to customers, with transparent rate breakdowns.
A built-in camera for photo walkthroughs with zone and part context overlays, so every photo is automatically tagged with its location.
Record and track tire pressure readings during vehicle intake walkthroughs.
Add internal notes to cars and customers with visibility controls to manage what information is shared.
A complete shopping cart and checkout flow for your facility marketplace with phone verification.
An AI-powered assistant that can look up cars, customers, parking, scheduling, and payments using natural language queries.
Run online auctions for customer vehicles with bidder registration, bid verification, and automated auction close workflows.
Full two-way sync with QuickBooks Online including automatic invoice, payment, and customer synchronization with reconciliation.
Temporarily pause customer subscriptions and resume them when ready, keeping all settings intact.
Customizable multi-step onboarding flow for new customers including profile setup, contract signing, payment method, and document uploads.
An enhanced search experience across your dashboard for quickly finding cars, customers, and more.
Expanded Stripe payment support with country-specific fee structures for card and ACH payments.
Admin tools for managing team platform subscriptions including plan changes and billing.
Streamlined campaign editor focused on individual channels (email or SMS) for faster campaign creation.
Automatically sync your team branding (logo, colors, name) to your Stripe Connect account for consistent payment experiences.
Quickly duplicate existing marketing campaigns as a starting point for new ones.
A full-featured community messaging system with channels, real-time messaging, admin management, and unread notification badges.
Generate professional PDF reports from photo sessions with all captured images and annotations.
Since most of your contracts are built to have one car entered into it but everyone has a guy with 3+ cars, we've setup a way for contracts to automatically "bundle" these into one single contract to sign. This way if someone has 3 cars, they will get a 3 car contract bundle. For them its just like signing one contract but they get 3 separate ones stored for each car.
Bundle multiple contracts together and send them as a single signing request to customers.
Update pricing across multiple subscriptions at once with the new bulk pricing tool on the subscriptions page.
Cancel multiple subscriptions simultaneously with the bulk cancel action.
Combine multiple subscriptions for the same customer into a single consolidated subscription.
Admin tool to bulk import existing subscriptions from external systems.
Change the payment method on individual subscriptions directly from the subscriptions table.
Adjust subscription quantities with a dedicated dialog for easy updates.
Configure custom checklists for event types and photo walkthroughs to standardize your processes.
Zones on the floor plan now show real-time occupancy counts and you can view all cars assigned to a specific zone.
A new step-by-step onboarding checklist guides new facilities through initial configuration with progress tracking in the sidebar.
You can now assign a cars location to a parking zone rather than a specific spot. This will enable you to have a looser tracking mechanism (eg rows, buildings, general areas) compared to a specific spot or lift (eg 114, Lift 14 - Level 2).
You will now see an onboarding checklist in your side navigation to help guide you through account setup processes. This will provide more granular guidance and instruction on account setup and how to use the application.
Generate downloadable PDF inventory reports for your parking spots with current occupancy and assignment details.
Marketing and social events are now managed together in one "Marketing & Events" page making it easier to plan communications, social posts and events in one place.
Vendors/service providers are now managed under Payments, with clearer vendor status, invites, and Stripe connection visibility to support smoother vendor onboarding and payouts.
The customer portal can now be added to Android home screens with more accurate facility branding.
Checklists now support better structure (grouping/organization), clearer progress, and a more seamless experience.
The Payments area has been improved to make it easier to find what you need (better filtering and navigation) and to manage customer subscriptions more efficiently, including adding subscriptions to start in the future and seeing key billing details at a glance.
You can now associate vendors to specific products/price tiers and record vendor costs, so you can understand margins per service and keep pricing/costs organized.
Labels for inspections and registrations now adapt to your region—MOT and Road Tax for UK, WOF and Rego for NZ, and standard US terms elsewhere. More countries and support coming soon!
Create workflows to combine multiple events into a single standard operating procedure.
Build checklists for event types! Use these to create SOPs for facility operators!
Configure your facility's country in team settings to enable regional features like plate lookups and localized terminology.
Look up vehicle details automatically from UK (DVLA) and New Zealand (CarJam) license plates, auto-populating make, model, year, VIN, MOT/WOF expiration, and more.
New document management system with customizable document types (Registration, Insurance, Title, etc.). Staff can categorize uploads with visual icons and colors. Team admins can create custom document types in settings and control which types customers can view and upload themselves.
Customers can now manage their own profile directly from the customer dashboard. Update personal information, phone number with international support, and address with Google Places autocomplete. Profile photos can be uploaded and changes automatically sync to Stripe billing.
Generate detailed reports on parking spot utilization, occupancy rates, and availability trends across your facility locations.
Customers now see a clear breakdown of costs including subtotals, fees, and taxes before completing a purchase.
(What you are seeing right now) you'll now see this popup highlighting new features and updates you log in. I hope this keeps you informed about new improvements to CSS!
Facilities can now configure and automatically apply sales tax to their products and services based on location.
Updated terms of service to support new tax collection features.
For services requiring approval, customers receive confirmation once staff reviews and approves their booking request. This is now a switch on the event's settings page
Businesses can now add multiple contacts (spouse, assistant, etc.) to a single customer account, each with their own login access.
Easily track and record vehicle fuel/gas levels during any events.
Facilities can now onboard vendors (detailers, PPF, transport, etc.) and link them to products and services. Vendors can get scheduling notifications, be incorporated into booking workflows, quotes/estimates, etc.
Create and send professional quotes to customers, who can review and accept them online. Quotes automatically convert to invoices when approved.
The customer portal is now available in both English and Spanish, automatically displaying in the customer's preferred language.
Set up events that automatically repeat on a schedule (monthly detailing, annual inspections, etc.).
Customers can now track their vehicle's location in real-time during transport services with a live map view. They can also get notifications at each stage of transport
Customer portal scheduling redesign. Larger buttons, more simple layouts, easier booking for events.
Connect your facility to Facebook, Instagram, X, and LinkedIn to schedule and automatically post content across all major platforms.
Facilities can configure their preferred date format (MM/DD vs DD/MM) and time format (12hr vs 24hr) displayed throughout the system.
Improvements to AI photo analysis to extract information like VIN, mileage, and condition notes.
Improved email design tools with rich text formatting for creating professional marketing emails.
Customers and team members can customize the frequency and types of their notifications (email, push, sms)
Improved vehicle lookup with comprehensive make, model, trim, and year data for more accurate car records.
We have integrated data from classic.com directly on platform so you can get realtime accurate vehicle valuations of cars within your facility.
You and your customers can list vehicles for sale on a facility marketplace where interested buyers can express interest directly. Customers can also create sourcing requests if they are on the market for a new car.
We're always looking for ways to improve. Book a demo to share your ideas with our team.
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