Automated Paper Billing

If you're ready to say goodbye to hand-stuffing paper bills, you can now automate the process! Paper invoices (actual physical mail) will be professionally printed and mailed on your behalf via standard mail ($1.25 per invoice) or first class mail ($1.45 per invoice). The pricing includes the invoice, envelope, and postage. You can set your preferences for when invoices are sent: either on the date the invoice is generated or a specific number of days before the due date. Once configured, everything happens automatically. Invoices can even be sent before they are finalized in Stripe using the "upcoming invoice" feature in Stripe subscriptions. This allows you to deliver an invoice to a customer weeks before it is due, giving them enough time to mail in a check.

Interested in testing this out? Let us know and we'll enable the feature for you and help you get setup. Here is anexample invoicesent through this system.

Restrict Shop Products by Service Area

On the shop product level, you can now enable a field to restrict that product by specific service areas:

Assign Shop Order Items to Alternate Customer Location

This feature allows you to deliver products to a pickup location where your customers can collect their orders. For example, you might set up a "Drop-off Location" as a placeholder customer in stopSuite that has multiple service addresses where you can deliver. When processing orders, you can assign items to be delivered to one of these pickup points on a specific route.

Auto-add Flag(s) Based on Stop Status

You can automate a flag based on the status the driver entered at the stop. For example, you have a missing flag that sends an email to the customer. When the driver marks a stop as missing, that flag will automatically send. One less tap for your driver! Go to Routes > Flags and select a status:

Override Recovery Email Based on Service Area

If you have recovery emails enabled for abandoned sign-ups (Settings > Registration > Recovery Emails), you can override your global recovery email on the service area level. This is helpful if you want to provide specific or detailed information to a certain segment of potential customers. To override the email, go to Services > Service Areas and expand the Advanced Settings. It's the last field on the page.

Resuming Service with Past Due Invoices

For customers with past due invoices that become inactive, we've implemented a quality control check so that all past due invoices must be paid before service can resume. This setting can be enabled by going to Settings > Registration > General:

On the customer portal dashboard, the customer will see this:

Once they pay their past due invoices, they can sign up for service.

NOTE: Without this setting enabled, customers can sign up for service without paying for their past due invoices.

Resuming Recently Cancelled Subscriptions

This allows a customer to resume service quickly if they were just canceled in their current billing cycle. When they login to their portal, they will see this:

To enable this setting, go to Settings > Registration > General:

Customer Photo Upload on Shop Product

In addition to customers having the option to leave driver notes for a shop product, this feature allows the customer to upload a photo when purchasing a product as well. Common use cases for this feature would be, a bulk pickup of a sofa where you want to see the size, compost delivery location, Christmas tree pickup spot, etc. This feature works in both portal and public shops:

The image uploaded by the customer will be included in the order confirmation email your team receives. Additionally, you can view any customer uploaded images on the shop order items list. There is an optional column you can select to show these images.

To enable this feature, edit a shop product and scroll down to the Product Delivery Settings section:

Additional Improvements

Customer Portal Features:

  • Your customers can now download a CSV of their billing history from their customer portal.

  • Customers can filter their impact statistics by location (and date) on the portal dashboard.

Additional Optional Columns:

  • We added a new optional column to Customers > Customers that shows each customer's Stripe balance (if any).

  • You canview the cost of each SMS messageby going to Customer Support > Communication > SMS Logs and toggling on the optional column "Price". You can also download a CSV of SMS logs under the Actions menu.

Other:

  • You canprint vehicle maintenance tasksnow. Go to Vehicles > Maintenance > Tasks. Select your task(s), Actions > Print Tasks.

  • From Customers > Customers, you canbulk create usersunder the Action menu.

  • You canadd customers to a direct emailfrom Routes > Stops.