• New Driver Portal Launched. Get it now in the Apple App Store and the Google Play Store • Added support for generating a monthly Cross-Border (Canada) Charter Report including: Charter #, Start/Return Dates, Revenue, Bus #, and Mileage. • Added a comment field to Driver Actuals. • Added a Comment field to the hover details in the Driver Actuals Review report. • Added new columns on the Dispatch Main Report for Departure City/State and Arrival City/State. • Added new columns to the Routes by Booking report. • Added an Invoice Document Color field to Account Settings. • Added Created At and Created By fields to the Invoice Detail page. • Added a radio modal to the Dispatch Visualizer pages. • Added “Send Invoices” button to the gray org accordion rows in AR Aging Report. • Add a + icon next to Driver name on the Driver Actuals Review page to add Other Assignment for individual driver. • Use Actual Start and End Times on Print Gross Payroll Summary. • Add Default Account Setting for Dispatch View Type. • Remove School Bus Type Filter AND Dispatches from Dispatch Scheduler. • Add “ADD OTHER ASSIGNMENT(S)” button to Driver Actuals Review page. • Update Vehicle Inventory Report search field. • Uncheck School Bus Dispatch Type Filter from Dispatch Main Report as default. • Update “Hide Past Quotes” to “Show Past Quotes”. • Systemic fix for Date/Time/DateTime inputs when manually typing dates/times. • Truncation for Logs just for quotes. • Add export function to the Customer List report. • Add checkbox for Allow Organizational View in the Customer Portal to the Contact Detail page. • Add a column to Dispatch reports (Main Report, Scheduler, Driver Availability, Vehicle Availability) for live vehicle tracking functionality. • Add Contract Requirement as a setting that applies to Contacts. • Add Activities function to the Contact Detail page. • Add updated To-Do feature to Organization Detail page. • Add updated To-Do accordion to Contact Detail page. • Add “Send Email” button to the Contact Detail page. • Add document storage to the Contact Detail page. • Add document storage to the Organization Detail page. • Clarify which cells have errors when uploading School Bus Route CSVs. • Add Email Logs to the Contact Detail page. Bugs Fixed • Fixed a bug causing new bookings to sometimes reuse IDs from cancelled bookings. • Fixed a bug with the Coverage Report Out of Position Invoice Date filter. • Prevented copying bookings when the associated contact has been deleted. • Fixed an issue where the Departure Date Range filter did not work in the Dispatch Assignments with Zero Price report. • Fixed a bug that caused missing column data in the Missing PO Bookings report. • Fixed a bug that caused missing column data in the Dispatch Revenue report. • Fixed a bug related to using Split Route and Copy Route in Scheduled Service. • Fixed a bug where section accordions overlapped on the Payroll Period Detail page. • Fixed a bug that caused missing column data in the Bookings with Zero Revenue report. • Set the default Departure Date Range to the last 30 days. • Fixed a bug with the IFTA Mileage Date of Departure query. • Fixed a bug where the Invoice Date filter did not work in the Out of Position Coverage report. • To-Do List Main Report Access Denied error. • Driver Gross Pay Summary display company logo. • Dispatch Prices report errors – need to add Apply Filter button (fixed). • Other Assignments Actuals calendars hidden. • Time zone not correctly used in location. • Booking not showing up in Driver Assignments list. • Standard Payrate Group pulled into relay trips incorrectly. • Remove Deactivate button from TBN User Accounts and Roles page. • Relief Routes not showing properly on Booking screen and Dispatch Main Report. • Process Payroll Entries not showing Other Assignments. • When adding new vehicles, fixed all information not being captured. • Dispatch Prices Report white-screen issue. • Fixed Invoice due date email missing Invoice “pay” card on template. • Fixed Driver Scheduling Date Range filter.

New Features • Added option in Account Settings to hide driver information in the Customer Portal. • Added “Show only Dispatches with Warnings” checkbox to the Dispatch Main Report. • Added more filter options to the Adjusted Price Report. • Added exportable report option to the Vehicle Status Report. • Added exportable report option to the Price by Vehicle Request report. • Added “PO Required” functionality during booking. • Added “Reason for Refund” field when processing credit card refunds. • Added “Sort By” dropdown when printing all driver paperwork. • Added new Driver Pay Totals Report. • Added Trip Reference and “Sort by Salesperson” options to the Add-on Revenue Report. • Added “Work Ticket PDF” field to Account Settings. • Added ability to maintain continuity of the “Driver Hours” button on the Dispatch screen, with an option to set it as default at the company level. • Added option to disable bookings at the organization level. • Added customer work ticket signature feature. • Added feature to highlight verified records in green within Dispatch Information – Driver Actuals. • Added “Invoice Contact” column to the Receipts Detail Report. • Added First Name and Last Name columns to the Driver Report. • Added search functionality to the Email Templates page. • Added Pickup and Dropoff locations to the Ticket Detail page. • Added ability to press Enter to search in addition to clicking the search icon. • Added option to include invoice or booking PDF when sending a payment receipt. • Added Accident/Incident fields to column preferences and CSV reports. • Added method for drivers to verify entries within a payroll period. • Added functionality to display the “Pay Now” button in emails based on payment terms. • Added Primary Contact Email and Operations Contact Email columns to Booking Dashboard column preferences. • Added Pay Rate Group and General Ledger Code as read-only fields in the Driver Actual Review modal. • Added Warnings column as a column preference to the Dispatch Main Report. • Added “Revenue Source” button to the GL Codes Revenue Entries Report. • Added “Copy Documents” checkboxes to the Copy modal for Bookings, Routes, and Dispatches. • Added day of the week as an available field keyword in email templates. • Added improved error logging for Payroc errors. • Added “# of Bookings” to the Booking Totals Report. • Added ability to add tickets to a Ticket Purchase Order. • Added new table to store dispatch warnings. • Added size limit validation for PDF uploads.  Updates • Updated To-Do lists to include all users within a company. • Updated Home Page to include the To-Do list. • Updated Scheduled Service invoices to left-justify text. • Consolidated warning modals on the Dispatch Main Report. • Updated Driver Detail page to respect company and enterprise distinctions. • Updated To-Do accordion functionality. • Updated date format on Wash Schedule exports. • Updated all invoice PDF templates. • Updated Affiliate Dispatches Report. • Added Customer Groups and updated Contacts columns on the Manage Organization Report. • Updated network model verbiage from “Affiliate/Shareholder” to “Member.” • Updated CSV report format on the Vehicle Utilization screen. • Updated warning modal when attempting to book an already booked quote. • Updated percentage indicator for Fuel Surcharge type in both Pricing Markups and Contract Rates. • Removed “Hide Quote Itemization” checkbox from the Quote Detail page and Account Settings. • Added information icon indicating Station Terms & Conditions are not editable. • Updated Pay Stub columns to “Planned Start Time” and “Planned End Time.” • Added “Today” button to the Dispatch Main Report. • Updated Add-ons list to display alphabetically on the Booking Detail page. • Added day of the week as a field keyword in email templates. • Updated Dispatch Prices Report to display the year in all date columns. • Updated Deleted Tour warning modal. • Moved “Notes for Drivers” section above Trip Expenses. • Updated Scheduled Services to utilize Places. • Added auto-population of default GL code in Invoice Type Payment modal. • Updated “Manage” reports to keep the first column and header sticky. • Updated checkbox name when copying a booking.  Bug Fixes • Fixed issue where time calculation was incorrect in routes. • Fixed error occurring when copying quote variations. • Fixed white screen errors on Members and Contacts pages. • Fixed “Access Denied” errors in several reports and pages (Receipts, Drivers, General Ledger). • Fixed issue where expired medical cards or driver’s licenses affected driver display. • Fixed issue where group ticket purchases were not created when using credit card payments. • Fixed issue where scheduled drivers were not showing in the Driver Availability Report. • Fixed issue where Payroll Period section did not display pay rate amounts. • Fixed issue where affiliate work tickets did not respect Places Documents. • Fixed issue where yards were not being recorded in logs. • Fixed issue where the Total Hours column in Driver Hours did not sort correctly. • Fixed issue where contact names were not displaying on Scheduled Services. • Fixed issue with the Scheduled Service document uploader. • Fixed issue where Booking Dashboard filters were not sticky. • Fixed issue where scheduled service trips were not in order during invoicing. • Fixed issue where the calendar appeared behind the filter menu. • Fixed issue in the Edit Stops modal where the hour up arrow in the time picker did not advance past “01.” • Fixed “Unknown Column” error when building relief routes. • Fixed console errors in the Driver Actuals Review page. • Fixed white screen issue when opening the Log accordion on the Vehicle Detail page before saving.

Scheduler / Trips • Fixed an issue where past trips were not showing properly in the Scheduler. • Added all trip segments to the Dispatch modal for better visibility. • Dispatch dropdowns now show only drivers and vehicles from the selected company. • Added default filters to the main Dispatch report. • Improved filtering logic to prevent canceled trips from causing errors. • Prevented old vehicle information from showing when moving between bookings. Invoices / Billing • Added a new invoice number field for easier tracking. • Updated invoice processes to automatically choose the correct number based on settings. • Scheduled and new invoices now correctly use the updated invoice number field. • Voided invoices reset to their original invoice number. • Existing invoices were updated to include the new invoice number field. • Invoice pages, PDFs, emails, and reports now show the updated invoice numbers. • Fixed a problem where certain charges were incorrectly appearing in tax reports. • Prevented duplicate invoices from being created. • Added an option to include payment history in invoice emails. Contacts / Organizations • Hidden unnecessary buttons when a contact is deleted. • Added organization-level statements to contact pages. • Added customer type and search options to the Manage Contacts report. • Fixed missing primary contact emails on the Affiliates page. • Fixed address search so it now populates correctly. Bookings / Tickets / Quotes • Passengers can now edit ticket orders (taxes excluded), with automatic price updates. • Required addons are now included in booking totals. • Copying routes, variations, or bookings now keeps all relevant details. • Improved formatting for multi-variation quote PDFs. Payroll / Drivers • Driver Hours report now only shows drivers with hours worked. • Payroll exports now correctly handle drivers across multiple companies. • Payroll supports multiple seniority records for multi-company organizations. • Fixed errors when saving driver information with missing pay rates. • Driver Actuals Review filters now stay applied when returning to reports. • Color highlighting in Driver Actuals Review now reflects account settings. Reports / Exports • Added the ability to export the Vehicle Inventory report. • Added a “Revenue Source” button to the GL Codes report. • User Report now shows all TBN users with access to your account. • Added “Unassigned” row to the Revenue by Day report. • Added logging to the User Report for tracking purposes. • Reports can now include applied filter information when exported. • Added customer type column and filter to the Dispatch Prices report. • Added export functionality to the General Ledger Codes report. User Interface / Features • Limited driver information displayed in the Customer Portal for privacy. • AR Aging summaries now show invoices in collapsible sections. • Updated the “View Company Users/Roles” button for clarity. • Added a “Hide Completed Tasks” option to the To-Do list. • Highlighted requested drivers in assignment dropdowns for easier selection. Payments / Credits • Added “Credit Card” as a payment option for customer credits. • Added a “Cancelled Transaction Reason” field. • Company and Financial Admins can now unlock bookings, invoices, and payroll periods. Dispatch / Relief • Dispatch now shows warnings when applicable. • Added a “Wait and Go” option in the Relief Builder. • School Contracts • Added “Alternate Pay Rate Group” option at the route level. • Added “Alternate Yard” option at the route level. • Routes grid now shows “Alternate Yard” and “Alternate Pay Rate Group” columns. Technical / Backend • Updated models in the User Portal for consistency. • Added “Copied from Booking” data to the API. • Improved performance when retrieving organization data. • Fixed formatting issues in CSV exports. • Limited the selectable date range in the Dispatch Main Report. • Added a checkbox on the Yard Detail page to “Exclude From Online Quotes.” • Fixed the Booking Totals report so that “Clear Filters” now defaults the Departure Date Range to the current month. • Updated the Dispatch Main Report date range filter from “7 days only” to “31 days only.” • Added Company Column Preferences functionality to the School Route Dispatch Report. • Removed the display of Driver Actuals from the School Route Dispatch report. • Added an “Exclude Cancelled Bookings” checkbox to the Dispatch Prices report. • Added the ability to create Driver Actuals records on the Driver Actuals Review report for dispatches with no existing actuals. • Added a “Group by Driver” button to the Driver Actuals report. • Updated the helper text for the Deadhead Radius field. • Contract names can now be edited in Contract Rates. • Added the ability to track conversions for Google Ads campaigns. • Updated the text to display “Cancel Booking” when cancelling a booking. • Added a “No Member Interested” notification for Association accounts.

• Added “Create New Effective Dates” button to Pay Rate Group Detail Page • Added Customer Name to the floating bar on the Quote Detail Page • Added Trip Inclusions and Publish as optional columns on Dispatch Main Report • Added a warning when creating a Tours Ticket for a trip that has hit the passenger cap • Added logging for Scheduled Service Routes • Can now search by Group Name on the Quotes Dashboard • Added helper text in the Record Payment modal if the customer has available credit • Will now hide the passenger count from customer facing PDFs if none was entered • Added a Booking Total to the top of the Booking Detail Page • Moved Driver Notes higher on the Driver Work Ticket PDF • Can now hover over Contact Notes on quotes and bookings to see them • Added date columns to the Not Invoiced Report • Can now make a new quote from an existing booking • Added a “Copy Additional Data” checkbox to Relief Builder • Routes created by Relief Builder will not properly include Places • Added Overpayment as a Payment Status on bookings • Exporting from the Dispatch Main Report will not display a modal asking which columns you would like exported • Can now assign a specific salesperson to individual ticket sales • Voided invoices will now be highlighted in red on the Invoices Report • Added a “Vehicle Category” dropdown to the Vehicle Utilization Report • Added an “Invoice Type” dropdown to the Invoices Report • Places notes will now display on affiliate work tickets • Vehicle ID will now be displayed while hovering records on the Driver Actuals Review Page • After updating a tour, there is now a modal asking if you would like to update all future dates of that tour to match • Added logging for Seniority Date on Driver Detail Page • Bug Fixes – • Negative addon prices will not properly display inside Scheduled Service Route Templates • Terms & Conditions PDF can now be removed from Account Settings • Display Driver Info across booking will now be checked in bookings if the account setting is checked • Addon’s by Dispatch Report PDF now correctly displaying booking ID • Booking Category now correctly displaying on wash list • Send Driver Info email modal will now properly close after sending • Cleaning Fee can now be applied to contract rates • Fixed error when attempting to sort Booking Totals Report by Departure Time • Booking Totals columns can now be sorted

• Added new ability to apply discount codes to ticket purchase order in tours. • Added “Available Tour Discounts” section to the Tour Route Details page to allow discount codes to be associated with a tour. • Added “Discount Codes Applied” section to the following pages: -Ticket details page -Ticket Purchase Order details page -Tour Route details page -Vehicle Assignment details page -Tour Contract details page • Added “Discounts” section to tours ticket purchase order PDF • Added “Date Received” filter to the Affiliate Quotes dashboard • Added “Deposit Due X Days Before Departure” field to the Tour Itinerary details page • Added pickup and drop-off locations to Passenger Report export in Tours • Added “Sales Tax Description” and “Sales Tax” columns to the Available Ticket Upgrades section on the Vehicle Assignment details page • Scheduled Service invoices will now include addons when relevant • Update Driver Actuals modal on the Dispatch details page and Driver Actuals Review page to now save when the “Verify” button is clicked • Addon types will now display in the dropdown on the Scheduled Service Route details page • Added “Addon Request” section to the Scheduled Service Route details page • Added “Bounced Emails” report “Vehicle Missing Required Amenities” warning will now display on the Booking and Route details pages when assigning a vehicle missing a required amenity Planned vs Actuals report export will now include all results from filters set • Added dates to the Dispatch Main Report exports • Added “Sort Alphabetically Only” filter to the Driver Availability report • Added Total Utilization to the Vehicle Utilization report • Added “Price by Vehicle Request” report Addon prices will now update based off the overridden vehicle price • Added a warning modal for when a payment is being made for a deleted contact • “Status” column on the Dispatch Main Report will now be cleared when a dispatch is unpublished • Added “Booking Category” to the Revenue Earned by Day and Revenue Earned by Vehicle reports • Added color coding and filters to the Tour Scheduler report • Added “First Departure Date” column to the Booking Totals report • Added route description to logs on the Booking detail page • Added “Base of Operation” and “Vehicle Type” filters to the Vehicle Service Calendar • Deleted dispatches are now logged on Booking details page • Added “Publish” column to the Dispatch Main Report • Added “Invoice Type” column to the Manage Contacts report • Messages will now log the first time a message is viewed, not the most recent time Bug Fixes • Fixed a bug causing hidden quote variations to be included in the total quote options when looking at a quote with multiple variations • Fixed a bug causing inactive driver to show up on the Driver Actuals Review page Phone number and address will now be pulled in when building a quote for an existing contact • Fixed a bug causing the “Rest Period Warning” to not display when editing an itinerary causing insufficient time between dispatches for an assigned driver

• Web Page Tabs now show title of page • Contacts can have alternate Emails • Fixed issue with Sorting by payment status on the Bookings Report • Improved Dispatch Main Report PDF Readability • Added Payroll Records to the Driver Portal • Can now filter by Driver when using Print All Driver Paperwork • Can Now “Quick Create” an Operations Contact from the Booking Detail Page • Can now sort Payroll Period Dispatches • Added Logs to Tour Itineraries • Added Booking Category to Wash Schedule • Improved Performance and optimization across Site

• Updated group ticket purchase order to display the total price for all tickets in the purchase order • Added support for kilometers • Added Canada and Puerto Rico to “State/Region” dropdowns on various pages Improved tours seat selection modal on mobile view • Added support for the CAD • Updated various reports to support metric units

• Added Vehicle Seat Mapping functionality to Tours, allowing tickets to be associated with a specific seat • Added taxes on upgrades for Tours tickets in the payment modal • Added Sales Tax and Description columns to Tour Ticket Upgrades • Added Financial section to the Tour Date Detail page • Added Financial section to the Tour Contract Detail page • Added Financial section to the Tour Itinerary Detail page • Added “Price” and “Tax” totals to the Tickets table on the Tour Date Details page • Total number of tickets in a group ticket purchase order are now indicated on individual tickets • Added ticket seat placement fields for Tours tickets • Tour Passenger List will now sort by pickup location • Added Tours “Terms and Conditions” upload field to Tour Company Settings • Added “Document Header” field for Tours tickets • Tour itinerary name will now display in the top right-hand corner of Driver Work Tickets • Added “Invoice Type” and “Invoice Terms” to Scheduled Service Invoice modal • Added the option to skip inputting emails when processing group ticket purchase orders • Added “Final Payment Due X Days Before Departure” field to Tour Itinerary Detail page • Added “Default GL Code for Tour Revenue” dropdown in Tour Company Settings • Added “Pay Remaining Balance” button to emails for tickets with only deposit paid Bug Fixes • Fixed a bug causing the Not Invoiced report to ignore certain routes • Fixed a deadlock error when cancelling a booking • Fixed a bug with BCC and CC fields not populating for Tours emails • Fixed a bug causing passenger notes to not display on the Tour Passenger List • Fixed a bug with the Dispatch Prices Report export • Fixed a bug causing default booking categories to not populate automatically

• Added Tour Group Report • Added “Final Payment Due Date” for tours tickets • Added “Accept Payment Later” option for tours ticket purchase orders • Added warning modal for tours ticket purchase orders that will exceed the total available tickets • Added “Expense Name” in parentheses to the Dispatch Expenses Report • Added the ability to not require an email on an individual tours ticket purchase order • Added DOT and DMV inspection fields to Vehicle Details page • Added the ability to denote a “Tour Group” for group tours ticket purchase orders • Clicking “Print” for driver paperwork will now open to print without downloading a PDF to the user’s computer • Added “Copy Tours” functionality Driver seniority modifiers can now accept values at the 0.1 level • Added “Default Cancellation Policy” field in Tour Company Settings Updated reports to respect last name, first name driver display setting • Added “Sort By Alphabetical” and “Sort By Amount Outstanding” filters to the AR Aging Report • Changes to “Places” will now be logged on the Place Details page • Wash Schedule export will now be sorted by Next Trip Departure times • Updated various reports to export in landscape orientation • Added “Quick Summary” column to the Quotes Dashboard • Added “SMS Opt-In” column to the Drivers Dashboard • Added “Include Paud Invoices in Emails” option when batch processing invoices • Added "Internal Notes” column to the Dispatch Main Report Bug Fixes • Fixed a bug causing past/future tours trips to not display on the Passenger Details page • Fixed a bug with filters on the “Notify Drivers” modal for Messages • Fixed a bug with vehicle totals not updating on the Booking Totals Report when using certain filters • Fixed a bug with the Dispatch Zero Price Report exports not generating • Fixed a bug where the payment confirmation email would not use the salesperson’s email address as the from email • Fixed a bug on driver actuals that incorrectly would display a message saying driver assignment does not match

• Tours passenger list now includes pickup and drop-off locations • Added the ability to sell group tickets for Tours • Added “Publish” button to Tour Dates • Added “No Selection” as a GL code option when recording a payment • Added additional helper text to document customization options in Account Settings • Added “Price at Cancellation” column to the Cancelled Bookings Report • GL Code Revenue Entries Report will now export in landscape format • Added export functionality to the Driver Hours Report • Dispatch Expenses Report will no longer show expenses from cancelled bookings unless filtered to do so • Initial vehicle creation is now logged on the Vehicle Details page • Driver Absence Report PDF export will now display the Primary Location Column • Added “PO Number” field to the Invoice Details page • Removing driver assignments by creating an absence event is now logged on the Dispatch Details page • Removing vehicle assignments by creating an out of service event is now logged on the Dispatch Details page • Added “Payment Status” to the Addons by Dispatch Report export • Color and Description are now read only on Pricing Calendar templates • Added “Total Miles” to the IFTA Mileage Report • Added “Hide from Dispatch?” checkbox to dispatches on the Booking Details page • Added the ability to copy invoices for Free Entry Invoices • Added a “Tours” filter to the Revenue Earned by Vehicle Report • Added “Hours Difference” and “Miles Difference” to the Planned vs Actuals Report • Added “Booking Departure Date (Not Confirmed)” email type • Added “Booking Created Date (Not Signed)” email type Bug Fixes • Fixed a bug preventing vehicle type from displaying on Affiliate Work Ticket emails • Fixed a bug with the Booking Totals Report that caused the page to crash • Fixed a bug causing the Dispatch Notes Report not to populate the driver or vehicle IDs • Fixed a bug causing the Driver Payroll export not to generate on the Driver Details page • Fixed a bug causing the default invoice type to not be set on new contacts • Fixed a bug causing Other Assignments to not display when employment status filters are set on the Driver Availability Report • Fixed a bug with the “First Pick Up Date/Time” filter on the Quotes Dashboard

• Tour dates are now listed in chronological order •Added “Amount Outstanding” field to ticket purchase order PDFs •Added color background to Ticket Purchase Order modal •Initial Payment Type is now displayed at the top of the Tickets section •Added the “Display Time Zone?” setting in Account Settings •Added the ability to mark a pickup and drop off location for tours passengers •Added “Initial Payment” field to Tour Route and Vehicle Assignment Detail pages •Added a Financial section to the Ticket Purchase Order Details page •Updated times to reflect relevant location time zone for trips spanning multiple time zones •Added “Export Passenger List” button to Tour Dates •Added the ability to link passengers •Added day of the week checkboxes to modal for adding a tour to a date range •Added the ability to charge a deposit for tour tickets which can be set in Tour Itineraries or Tour Dates Bug Fixes •Fixed a bug causing paid in full invoices to display under “Outstanding Invoices” on the Contact Details page •Fixed a bug causing certain signed contracts to not display on the Booking Details page

• Changed date format on invoices to MM-DD-YYYY • Added the ability to paste email addresses in the address fields when sending emails • Added color coding for driver preferences on the Booking Details page • Driver preferences are now organized by contact on the Organization Details page • Changes on the Manage Contacts Report are now logged on the Contact Details page • Updating an organization on the Manage Contacts Report will now give the option to update contact financial information to match the organization • Removing vehicle assignments by setting a vehicle to inactive is now logged on the Booking, Route, and Dispatch Details pages • Changes on the Manage Vehicle Inventory Report are now logged on the Vehicle Details page • Changes on the Manage Drivers Report are now logged on the Driver Details page • Removing driver assignments by setting a driver to inactive or terminated is now logged on the Dispatch Details pages • Added buttons that link to Knowledge Base helper articles to the following reports: Booking Totals, GL Code Revenue Entries Report, Revenue by Day Report, Revenue Earned by Vehicle Report, Addons by Dispatch Report, Unearned Revenue Report • Updated Billing Contact field to always populate in the Process Invoices modal • Added Invoice Payment Status filter to the Invoices dashboard • Yard filter will now remain when leaving and returning to the Vehicle Inventory page • Added hyperlinks to the Organization and Billing Contact on the AR Aging Report • Price Change modal will now be displayed when adding a contract rate on the Route Details page • Extra Trip Mileage Allowance % is now functional • Added “Include Next Day’s Departing Vehicles” checkbox to the Wash Schedule modal Bug Fixes • Fixed a bug when clicked a route hyperlink on the Planned vs Actuals Report • Fixed a bug with the “Auto-Verify Eligible Records” button on Payroll Review page • Fixed a bug causing payment terms to not display on the Manage Organizations Report • Fixed a bug where organizations were incorrectly removed from a contact on the Manage Contacts Report • Fixed a bug which didn’t allow a date to be set for some fields on the Manage Vehicle Inventory Report • Fixed a bug with the date range filter on the Addons Revenue Report • Fixed a bug with the date filters not respecting day or year on the Invoices dashboard • Resolved an “Access Denied” error that was occurring on the Manage Organizations Report

• Updated text for message displayed when customer requests to book a quote with past departure dates • Added Home page with “Quick Create” and “Quick Navigation” buttons • “Price Type” is now a required field when creating an Addon Type • Contract Rate Name is now required when creating a Contract Rate • Added “Print Driver Pay Stubs” button to • Payroll Entries in Payroll Periods • Added the ability to remove drivers from Accident and Incident Reports • Added “Summary” and “Detail” options to Booking Totals Report export when filtering by Organization, Salesperson, Booking Category, and Department • Added the ability to remove a contract rate from an Organization • Added internal notes field to Tours Tickets • Added “View PDF” button to Invoice Documents section on Invoice Details page Daily Usage Report now exports in landscape view • Booking Totals Report will be sorted by revenue in descending order when filtered by Organization, Salesperson or Category • Added “Return Date Range” filter to the Revenue Earned by Vehicle Report • Updated “Copy Booking” to bring over pricing equation information • Updated the Daily Sales Report to include information for the same vehicle or addon type in a single line • Updates to amenities in bookings are now logged • Wash Schedule can now be generated for a date range of up to 7 days • Added “Departure Yard” filter to Messages Updated Daily Sales Report date range to 31 days limit • Added “Default CC Contacts” and “Default BCC Contacts” options in Email Templates • Updates to user role permissions Bug Fixes • Fixed a bug where “Earliest Departure Date” was not displaying on some bookings on the Bookings Dashboard • Fixed an issue where notification was not being sent to salespeople for requests to book made through the Booking Widget • Fixed a bug where using the general ledger codes filter on the Dispatch Expenses Report was not displaying all dispatch expense entries • Fixed a display issue with affiliate assignments on the Scheduler • Fixed a bug where taxes weren’t displayed properly on Booking PDFs • Fixed a bug that caused signature instructions and booking PDF disclaimer to not display on some Booking PDFs • Fixed a bug that caused locations not to populate if Departure Yard isn’t set first • Fixed a bug that prevented the correct number of bookings from displaying on the Booking Totals Report before updating date filters • Fixed a bug prevented the Routes by Booking page from being searched by addresses

• Payrate Group will now copy over when copying a Dispatch, Route, or Booking • Added “Show Only Free Entry Invoices” toggle to Invoices dashboard • Added “Base of Operations” filter to the Daily Usage report • Changed wording on Refund Confirmation to signify receipt is related to a refund • Changed verbiage to read “Void” instead of “Delete” for Tours tickets • Added “Send Ticket” button on Ticket Details page and Ticket Purchase Order Details page • Created Tours Tickets Sold report under Tours header • Updated Tours Main Report to display tour assignments for the next thirty days by default • Added filters to Tours Main Report for “Show Cancelled Tours”, “Tour Category”, “Tour Name”, and “Itinerary Name” • Added search functionality to Tour Upgrade Types page • Improved Driver Hours calculation for the Scheduled Services’ and Tours’ “Edit Stops” modal • Darkened the gray rows when exporting the Dispatch Main Report • Added button to mass invite drivers to the Driver Portal • Added “Tax” column to Invoice PDFs • Added “Base of Operations” and “Vehicle Type” filters to View Availability modal on Quotes • Add “Group by Department” filter to Booking Totals report • Added “Group Name” column to Bookings and Quotes sections in the Contact Details page • Added “No Due Date” section to To Do list dashboard • Added additional filters to the Out of Position Coverage report • Made Expiration Management report editable in-line • Follow-up emails sent from Invoice Details page will now be stored in email logs • Added PO number field to Booking PDFs • Changed Pricing Equation button’s icon on Quote Details page • Added “Base of Operations” filter to Driver Actuals report • Drivers can be listed by last name, first name on Driver Actuals report • Driver dropdown is now enterprise wide on both Accident and Incident reports • When filtering Booking Totals report by a Group, exporting will now only include the totals, not individual bookings • Added “Export Report” button to Invoice Free Entry Discrepancy report • Added “Overpayment” as a credit type • Updated “All Routes/Options Total” banner on Quote PDF and moved it to the bottom of the PDF, increasing legibility • Added “Total” column for vehicle price on the Booking PDF • Created “Hidden from Dispatch” report • Hovering over an assigned driver on the Dispatch Main Report will now display “Base of Operation” and “Employment Status” • Filters set on AR Aging report will remain when leaving and returning to the report • Added “Show Only Multi-Day Trips” filter to the Dispatch Main Report • Added “Salesperson” column to AR Aging report • Accidents on the Driver Details page are now clickable and linked to the Accident Details page • Incidents on the Driver Details page are now clickable and linked to the Incident Details page • Filters set on the Accidents dashboard will remain when leaving and returning to the report • Added “Confirm Details” column and button to Bookings dashboard • Added “Do Not Print Other Driver Information on Work Ticket” checkbox to Booking Details page • Added ability to set Customer Group to no selection on Manage Contacts report • Added “Requirements and Inclusions” section to Driver Work Tickets • Added hyperlink functionality to Organization field on the Booking Details page • “Terms & Conditions” are now read-only after the initial save • Added “Signed Contract” column to the Dispatch Main Report • “Hide from Customer”, “Hide from Invoice”, and “Hide from Dispatch” changes will now be logged in Logs section • Added {{bookingEarliestDepartureDate}} – Earliest Departure Date as an email template keyword • Added {{bookingDepositAmountOutstanding}} – Deposit Amount Outstanding for Booking as an email template keyword • Added “Show Only Paid in Full Bookings” filter to Commissions Report • Added color code for Relief Assignments on Scheduler, Vehicle Availability report, and Driver Availability report • Created “Adjusted Price Report” • “Send Follow Up” email modal is now draggable and no longer fixed in place Bug Fixes • Fixed a bug preventing PDFs from attaching follow up emails sent from the Invoice Details page • Contract Rate will now be set automatically when creating a Booking from the Contact Details page • Fixed a bug where Booking Zero Revenue report wouldn’t display results if departure filter was set to one day • Fixed a bug where automated payment requests were being sent for invoices that were already paid in full • Fixed a bug where Driver Work Tickets would display the itinerary twice • Fixed date range filter on Invoices page • Fixed a visual bug where vehicles weren’t displaying properly on copied bookings until the page was refreshed • Fixed an issue with “Show to Customer” checkbox for Places • Fixed a bug that caused the Final Payment Due report to only sort by one page and not the entire data set • Fixed a bug which prevented Accidents from being deleted • Fixed a bug that caused price changes when editing stops not to be logged • Fixed an issue where “Deposit Amount Type” wasn’t updating correctly when creating a contact

• Added a button to expand the size of the Dispatch Main Report • Added ‘Abbreviate Dispatch Main Report Data’ checkbox in Account Settings to limit information to one line (Hovering over data will display it in its entirety) • Added ‘List Only Available Drivers/Vehicles’ checkbox to the Dispatch Main Report (This will hide drivers and vehicles with conflicting dispatches/absence events) • Added the ability to edit vehicle information on the Booking Details Page • Added the ability to edit add-ons on the Booking Details Page • Added checkbox to ‘Include Receipt PDF’ to credit card (online) payment confirmation emails • Added checkbox to ‘Include Line Break between Days’ in Driver Paperwork in Account Settings • Made the invoice numbers hyperlinked on the Invoice Free Entry Discrepancy Report, allowing users to click directly into an invoice • Added email template keywords for Fields related to Quotes: {{quoteDepartureDate}} – Quote Departure Date {{quoteFirstPickupLocation}} – First Pickup Location {{quoteDestination}} – Destination • Added ‘Base of Operation’ filter to Routes by Booking page • Added the ability to make a contract ‘Inactive’ in the Contract Rates Details Page • Added ‘Booking Categories’ filter to IFTA Mileage report • Added a limit to displayed text of the Route Description on the Driver Actuals report to improve the efficiency of the report • Added ‘License Plate #’ column to Vehicle Inventory page • Added the ability to edit information on the Booking Details page for invoiced bookings. • Notable fields/buttons that will remain inactive on invoiced bookings: - Booking Details Page ‘Cancel Booking’ button ‘Send Booking Detail’ button - Route Information Page ‘Cancel Route’ button ‘Edit Segments’ button ‘Split Route’ button ‘Build Relief’ button ‘Addon Details’ modal fields will be read only - Dispatch Details Page ‘Cancel Dispatch’ button ‘Vehicle Price’ field will be read only *Various other fields relating to payments and pricing will remain hidden entirely* • Users with Company Setup permissions can edit ‘Other Assignments’ inline under Operations>Other Assignments>Assignments • Added button to ‘Show Summary by Yard’ on Summary by Month report under Reports>Bookings>Booking Totals Added ‘Yards’ filter to Unearned Revenue report • Added ‘Summary by Yard’ button to AR Aging report • Added ‘Email Logs’ section to Dispatch Details Page to log emails sent using the ‘Send Driver Info’ and ‘Send Trip Details’ buttons • Added ‘Color Codes’ button which will show color codes for the routes in a booking when hovered over • Added ‘Enable Driver Check-In X Minutes Before Start Time (Driver Portal)’ field in Account Settings • Added ‘Route Requirements’ section to Scheduled Service Routes to allow for the inclusion of Required Amenities • Added ‘Notes for Driver(s)’ field to Contact Details Page which will copy to corresponding notes field in the Booking Details Page and on the Driver Work Ticket -Note will also be available when hovering over a booking in the Driver Availability, Vehicle Availability, and Scheduler pages • Added ‘Notes for Customer’ field in the Booking Details Page which will display on the Booking PDF • Added ‘Merge Driver’ functionality • Added ‘Merge Contacts’ functionality • Bug Fixes • ‘To’ email address will now default to customer’s email when sending a custom email through the ‘Send Follow Up’ button • Updated the Transactions page to include the Booking IDs for bulk payment transactions

• Added ACH option to batch payments on a contact detail page • Added functionality for pricing event by location • Added a section for yards in Pricing Calendar Event Detail Page • Added a multi-select dropdown function for yards in Pricing Template Detail Page (Hidden for customers with one yard) • Yard pricing event supersedes new pricing events if there is a conflict • Added user column preferences to Bookings Report • Added Not Invoiced Report to Parent Company and Enterprise dashboard • Added AR Aging Report to Parent Company and Enterprise dashboard • AR Aging Report by Contact and Organization • Added ability to search by destination on Quotes page • Added departure date filter to Missing PO Report • Added Export button on Driver Preferences Report • Added “Email Type” as a filter on Email Logs Report • Added Show Driver Totals checkbox to Driver Availability Report • Added “Transaction Declined: Invalid Credit Card Number” pop up when taking payments on a Booking Details page • Added Bookings Keyword {{bookingPONumber}} for Purchase Order Number in Email Templates • Added “Booking Category” filter on Driver Actuals Report • Added “Amount Paid” column to Cancelled Bookings Report • Added search function to Addons by Dispatch Report • Added “Send Follow Up” button to Invoice Detail Page • Added check boxes to “Copy Notes” and “Copy Documents” when building a relief route • Added “Employment Status” column on Driver Absence Report • Added “Date Created” field on Booking Details Page • Added “Merge Vehicles” function • Added button to override all matching vehicle types pricing on Pricing Equations Inputs • Added “Hide Past Quotes” checkbox to Quotes dashboard • Added click to edit functionality on Route Descriptions on Booking Details Page • Added “PO Required?” checkbox to Contact Detail Page • Added “Out of Position Coverage Report” under Reports>Accounting • Added “Next Review Date” column on Expiration Management report • Added account setting to hide discount code field on the booking widget • Added “Override Signature Account Settings” in Contract Requirements on the Contact Detail Page • Added “Override Disclaimer” in Contract Requirements on the Contact Detail Page • Added “Override Terms and Conditions” in Contract Requirements on the Contact Detail Page • Added “Export Report” button to Contact List report • Added “Export Report” button to Manage Drivers report • Added a checkbox to select all variations when converting a multi variation quote into a booking • Added “Organization” column to Declined/Lost Reason Report • Added “Billing Contact” and “Organization” columns to Unearned Revenue report and the ability to search by these • Changed “Summary by Month” report to export in landscape format • Added “Trade” as a Credit Type option when creating a customer credit • Added a warning when an invoice with free entry transactions is being voided • Created “Driver Hours Report” • Added “Detailed Pricing by Day” document type option for quote and booking documents • Added “Export Report” button to Invoice Free Entry Discrepancy report • Added “General Ledger Code – Revenue Entries” report to Parent Company and Enterprise dashboard • Added “Export Report” button on User Accounts and Roles page • Added “View Availability” button to Vehicles section in the Quote Detail Page • Created “Revenue by Day” report under Reports>Vehicles • Created “Driver Last Login” report under Reports>Drivers • Added the ability to hide departure and return yards on Scheduled Services contracts

• Filters on Deposit Due Report now “sticky” • Added “Places” functionality Added Personal Column Preferences on Dispatch Main Report • Improved load time by collapsing less used sections on certain pages • Added total to top of Taxes Charged Report • Added logging for Invoice Free Entries • Added Invoice Payment Status column to Contact Detail Page • New Template for “Driver Removed from Dispatch” • Added Customer Name and Customer Type columns to Declined/Lost Reason Report • Cancelled Routes now hidden from booking by default, checkbox added to display • Added First Departure Date Keyword to Route Keywords options • Added Driver phone number when hovering name on Driver Availability Report • Added Date Filter on Customer Credits Report in the Contact Detail Page • Created the Invoice Free Entry Discrepancy Report • Added Departure Date column to Bookings • Deposit Due Report • Added “Quotes Departing within X Days” option to Quote Review Settings • Added Quotation Total column to Declined/Lost Reason Report • Added ability to manage dispatch assignments via date range for Scheduled Services • Added notes section to the Pricing Calendar

• Mark as Reviewed Functionality. Improved filtering across multiple reports • New “Dispatch Expenses” Report • “Display Other Driver Information Across Booking” Option Added for Work Tickets • Added “Create Booking” and “Create Quotes” button to Contact Detail Page • New “Email Logs” Report for Contacts • Added “Total Hours” to Payroll Period Export • Added “Print Ticket” Column to Dispatch Main Report Column Preferences • Reorganization of the Account Settings page for ease of use • Added “Driver Absence” Report • Added “Create Quote” button to Organization Detail Page • Added Color Preview buttons for Configuration Settings • Added Invoice Sending functionality to the Invoice Main Report and Contact Detail Page

• Linked Trips functionality • New Document Types – JPEG, PNG, DOC, DOCX • Improved Visibility on Dispatch Availability Reports • Added Column Preference functionality to • • Accidents and Contact reports • Added instructional video to Driver Portal Activation Emails • New User Accounts and Roles Report • Added “Send Driver Info” Button to Dispatch Detail Page • Made filters on Dispatch Availability Reports “Sticky” • Dispatch Visualization Pages now printable to PDF • Added “Notify Assigned Salesperson” checkbox to Notifications • Improved Reporting Functionality and Filtering

• Radically simplified positioning relief building • Scheduled Service Updates – more clarity and warnings when building your contracts and routes • Driver Actuals with new columns and is now exportable • Changes to Account Settings are now logged • Driver Status added to hover functionality on Dispatch Availability/Scheduler pages • Added Driver Portal URL to Publish Assignments email • Can now click through to the Dispatch record on the Payroll Periods report. • Added Default Booking Category field to Contact and Organization Detail Pages • Added search functionality to General Ledger Code – Revenue Entries report • Implemented “Send Payment Confirmation” functionality when receiving payments on the Contact Detail Page • Added Issue Refund functionality to Contacts Detail Page • Driver Availability Report can now be grouped by Employment Status • Cancellation Email sent to Drivers when a Dispatch is Cancelled • Added header to any exported reports, naming that export • Added Driver Profile Email Keywords for use in email templates • Added more summary data on Revenue Earned by Vehicle Report and Addons by Dispatch Report • Preferred drivers will now display as green on the Dispatch Main Report, while Not Preferred drivers will display as red • Added functionality for partial refunds

• GL Code Revenue Entries. • Revamp Default Customer Group set on new Contacts. • Merge Organization functionality. • Inline Editing for Scheduled Service upcoming dispatches. • Declined Credit Card Transactions. • Report Column Preferences added to Quotes/Bookings/Dispatch dashboards. • Account Setting to require phone number on Web Quotes. • Can populate default CC and BCC for automated emails from portal. • Set Quote status to “Contacted” if email is sent. • Extra Trip Mileage Allowance % Field Add Commissions to Quotes. • Invoice Legal Disclaimer field. • Cardpointe Reference on Transaction Report. • SMS functionality added to Send Trip Detail. • Send Statement functionality. • Invoice Payment Reminder Automated email event type. • Paid Commission Management. • Wash Schedule Report. • Prompt new pricing calculations when copy booking is used (if applicable). • Maintenance Report.

• Added functionality to accept payments as a Customer Credit (Related to a Contact) that is not associated with a specific Booking or Invoice • Adjustments to setting of Deposit Due Date and Final Payment Due Date for Contacts that are scheduled to be invoiced (Fields will now be set to null) • Added functionality to Account Settings to issue warning for ‘Minimum Hourly Time Between Driver Assignments’ • Add functionality to send a Payment history related to a Booking (accessed on Booking detail page) • Added functionality to “Lock” individual Payroll Periods, Bookings and Invoices (Locked records can only be unlocked by the same user who set the record as locked) • Quotes records with a Contact associated now display “read-only” data from the Contact record instead of what was submitted with the Quote • General Ledger Codes can now be associated with Discount Code records for Bookings • General Ledger Codes can now be associated with Customer Credits • Actual Passenger Counts can now be tracked on the Dispatch Detail page • ‘Addons by Dispatch’ report updated to include Payment status information and easier links to Bookings and Invoices • Addons can now have a negative total • Added additional logging for Driver activity via the Driver Portal • Commissions records can now be deleted • Multi-variation quotes being converted to Bookings will now set status of all Booked variations to ‘Booked’ • Booking ID and Salesperson columns added to Invoices report for better visibility • Column sort added to Receipts Detail report • Added ‘Booking Category’ as a new filter to the PRINT ALL DRIVER PAPERWORK functionality • ‘ACH’ is now a valid option to be applied via Payment modals (ACH must be processed via • • Cardpointe portal or alternative method) • Instructions specific to ‘Customer Portal Signature’ can now be added via Account Settings • Added functionality to Account Settings to issue warning based on ‘Time Between Dispatch’ for Driver assignments • PDFs can now be uploaded and associated with an Invoice record • Vehicle Types and Addon Types can now be set to ‘Inactive’ if no longer in use • Various updates for Quote, Booking and Invoice PDFs for better consistency • Updates to initial value of ‘From’ address in email functionality to better reflect likely sender • Removal of ‘Prior to Departure’ option as an Invoice Terms (Still used for Bookings but will be converted to ‘Due Upon Receipt’ when an Invoice is created) • [Bug Fix] Bookings search filter no longer stays applied after being cleared

• Other Assignments now display on Driver Portal. • Added Route Description to Driver portal route information. • Various Bug Fixes and improvements.

• Added payment Buttons on mobile view. • Changed how multiple signed contracts display for individual bookings. • Various Bug Fixes and Improvements.

• Enterprise, Parent, and Company architecture functionality. • Updates to driver pay rates report. • SMS functionality throughout the app. • Add Voided Invoices Report. • TBN User Alert System. • Restored Planned vs. Actual Report. • Added Additional Logging on Quote Detail. Page • Added date time created for PDF reports. • Over 200 Various Bug Fixes and Improvements.

• Added ability to apply automated credit card surcharges for online payments for Bookings and Invoices for companies utilizing Fiserv/Clover payment processor. • Stops can now be added in between trip locations instead of from the bottom of the itinerary list for both Quotes and Bookings. • Trips dates can be changed to another Date by using the ‘New Trip Start Date’ function for changes that affect all Dates instead of needing to make changes individually. • Add ability to specify ‘No Email Available’ on Quotes and Contacts to satisfy requirements to save a record. • Enhancements to Scheduled Service including better management of Dispatches for individual routes. • Added functionality to set different Document Types for Quotes and Bookings to display all information to customers or to hide itemized data like Addons. • Can be managed for Contacts or for individual Quotes/Bookings. • Driver notifications will now “BCC” recipients in emails. • Added additional link for routes with no Description to Dispatch Main Report. • Added functionality in Account Settings to require a Phone Number for Quotes and Contacts when saving records internally. • Updates to Bookings Deposit Due functionality to allow for Flat Rates to be used on a per vehicle or per vehicle per day functionality. • Defaults can be set in Contacts records to populate Bookings upon creation. • Added additional functionality for Company ‘Default Email’ to set a generic reply email if no user is specified.

• Added reports for Aging Summary by Contact and Organization. • Added functionality to store Documents on Contact and Organization profiles. • Added Notes section to Contact profile page. • Updated Addon Cost Description display across application for consistency. • Added additional Driver Work Ticket display options to record Driver Actual Time/Mileage by Segment instead of by Date. • Added filters and search to ‘Revenue by Vehicle’ report. • List of Drivers can now be exported to CSV or PDF. • Updates to formatting of action buttons for mobile email view.

• Enhancements to Invoice reports to allow for grouping by Organization. • Added warning functionality when Vehicle Out of Service Events or Driver Absence Events are added on Dates conflicting with currently assigned Dispatches. • Enhancements to grid patterns on Driver/Vehicle Availability reports • Added up to 10 Week View for Vehicle Utilization reports. • Route and Dispatch details now displayed in a pop-up modal on Dispatch Scheduler, Driver Availability and Vehicle Availability instead of at top of page. • Added a Signed Confirmation column on Bookings report corresponding to Contract E-Signature once completed by Contact. • Added functionality to select specific Variations of Quote when using COPY QUOTE. • Created view of Bookings report to list ALL Routes included with Booking and Details (Can be accessed by clicking LIST ROUTES BY BOOKING button on the Bookings report. • Allowed for single date selection on Date Range filters throughout application. • Continued enhancement of report Export functionalities on various reports. • Hide from Customer, Hide from Dispatch and Hide from Invoice boxes will now be checked upon Booking Cancellation. • Added an Amenities column to Dispatch Main Report to display a checkmark when Amenities are required for Dispatch, as well as a hover icon to display required Amenity Type description. • Enhancements to Payroll and Driver Actuals review processes to identify issues and audit data prior to completing Payroll Calculations. • Added ‘Group Name’ field from associated Booking to Invoice PDF, and also enhanced data for Routes displayed on Invoices to include Pick-Up and Destination information for each Route where ‘Hide from Invoice’ is not checked. • Added Booking ID to each page of Driver Work Ticket. • Updated Driver Work Ticket styling to utilize less ink when printing. • Removed additional Trip Records sheet from all Driver Work Tickets and can now be printed on demand using the PRINT TRIP RECORDS SHEET button on the Dispatch Main Report. • Functionality added to prompt user to set Financial Details when an Organization is selected on a Contact detail page. • Added functionality to COPY BOOKING to include copying settings in Routes for Hide from Dispatch (Segments OR Entire Route), Hide from Customer, Hide from Invoice and Hide Spot Time. • Cancelled Routes and Dispatches no longer included in COPY BOOKING. • Introduction of “Enhanced Helper Functions” linked directly to TBN Support Portal.

• Created functionality to “Copy” a Contract Rate Template. • Added checks to avoid Contact duplication. • Added Send Payment Request functionality for non-invoiced bookings. • Additions and improvements to Scheduled Services Contract functionality. • Allows a Signed Booking Contract to be included when Invoices are sent. • Optimization and additions to existing reports. • Added “warning” colors to manage Booking and Dispatch issues. • Added report for Driver Actuals and Driver Actuals Review. • Improved Contact Creation from within an Organization. • Added Accident / Incident reports to Driver Details page. • Improved Vehicle Services Creation and Management. • Various Bug Fixes & Improvements.

• Various updates, bug fixes, and minor enhancements.

• Added checks to ensure an assigned Vehicle includes the proper Required Amenities for the associated Route. • Displayed Required Amenities and Trip Inclusions on Booking PDF. • Added report on Discount Code pages to detail usage of Codes on Bookings. • Allowed for both Invoice and related Booking PDF to be sent as attachments with an Invoice email. • Added functionality to email a Signed Contract PDF. • Added functionality to include a Customer Statement with an Invoice. • Added functionality to set Flat Rate Deposit amounts for Contacts and Organizations. • Added “hover” functionality to Contact dropdown on Quotes page to show additional customer contact information before making a selection. • 'Create New Contact’ in Quotes moved to a pop-up modal instead of navigating to different page. • Enhancements to ‘Vehicle Utilization’ report to better display data and added 3 and 7 Day View. • Added prompt to remove Discount Codes when a Booking is Cancelled. • Allowed for Quantity with decimals to be entered on the Invoices Free Entry screen. • Added a Commissions report in Accounting section of Reports. • Added a Customer Credits report in Contacts section of Reports. • Added functionality to Export ‘Unearned Revenue’ report. • Added Invoices report to Organizations page. • Added functionality to export reports for Bookings, Quotes and Invoices from Organizations profile page. • Added ‘Enhanced Drivers License’ checkbox on Driver profile page. • Load speed enhancements for Quotes, Bookings and Booking Drafts pages.

• Invoices can now be previewed and downloaded on a Booking Detail page with an actual Invoice being created. • Trip Expenses for items like Fuel, Hotel, Parking, Per Diem and other expenses related to a trip can now be recorded for a Dispatch. • Added 3 Day and 7 Day views to Vehicle Utilization report. • Added further details to Affiliate pages and ability to store documents related to Affiliates. • Added more Contact details (Phone and Email) to Booking detail page. • Added further functionality and prompting for creating of Customer Credits. • Added report to view Bookings where a PO Number is required but not entered. • Trip Details and work ticket can now be emailed to the Driver from a Dispatch page. • Added ‘Required Amenities’ functionality to indicate items that have been deemed required for a Quote or Booking. • Added ‘Trip Inclusions’ functionality to indicate what is included with a Quote or Booking. • Warning and email functionality to notify drivers when Drivers have been assigned and trip details are updated. • Enhancements to Dispatch Main Report to allow one-click access to Booking and Route information through page links on report. • Added functionality to order Drivers by Seniority. • Streamline addition of Driver Absence events with ‘All Day’ option. • Added Accident and Incident Tracking and notification email functionality. • Added functionality to re-send payment confirmation email from a Transaction page. • Added Purchase Order Number to Invoice document when it is available. • Create Mileage Report to consolidate all Mileage Tracking records logged for Dispatches. • Continued application optimization and speed enhancements. • Bug fixes and further adjustments as needed.

• Adds functionality to associate a Contract Rate with an entire Organization.  • Updates Driver and Vehicle Availability reports to “stack” conflicting records and indicate potential conflicts.  • Allows credit card payments to be disabled for specific Invoices.  • Adds ‘Seniority’ report for Drivers.  • Adds report for Affiliate Billing and Tracking.  • Allows a Quote with multiple variations to be sent with a single document in a Single email.  • Add functionality to record and apply Customer Credits to Bookings and Invoices.  • Adds automatic cropping functionality for image uploads.  • System optimization for high usage reports and functionality. 

• Speed improvements to Finalize Booking process when New Booking is created.  • Adds functionality to hover on a Dispatch in Scheduler reports to get more details about each Segment of the trip.  • Adds patterning to Dispatch scheduler reports to indicate Deadhead, Driving and Waiting periods of time.  • Added “quick view” of Customer or Organization contact information from Report page.  • Highlighting Cancelled Routes and Dispatches in Red.  • Adds a ‘Earliest Departure Date’ filter to Bookings report.  • Includes PDF Documents when many Driver Work Tickets are printed at once.  • Allows company to create and send email with ‘Affiliate Work Ticket’ document.  • Adds an option to include an Email notification with Driver Portal messages.  • Adds Activity Log functionality for Bookings.  • Adds Destination column to Routes report on Booking page.  • Adds Totals by status to Accounts Receivable Aging Report.  • Adds ability to list Drivers ordered by Last Name, First Name.  • Allows for a Default Yard to be selected to populate details for Quotes and Bookings. 

• Adds additional field called “Driver Instructions” to display specific instructions to a single Driver on trips with many Dispatches.  • Allows companies to hide Email Templates marked as related to Automated Emails from Follow Up Email selection list.  • Adds functionality to Void Invoices.  • Allows for Terms & Conditions and Disclaimers records to be deleted. • Shows additional “Affiliate” details in the Dispatch Scheduler functionality. 

• New styling on Booking and Quote PDF completion.  • Added functionality to view deadhead, transport and waiting time on Dispatch scheduler view as well as driver and vehicle availability reports. • Creation of 3 and 7 Day Dispatch views in Scheduler.  • Creation of Vehicle Availability visualization.  • Creation of Driver Availability visualization.  • Populate address field on Quote detail page when Contact record is selected where address fields are not blank.  • Add functionality to split route on Bookings.   • Add functionality to set standard Pay Rate Groups for Scheduled Services.  • Create functionality to assign Contract Rates to individual Routes on Bookings (Similar to existing functionality on Quotes).  • Add further detail to pricing equation edit functionality. • Add functionality to only add Scheduled Routes on certain days of week during batch creation process.  • Create functionality to show overall Quotation Total of all routes and options.  • Add functionality to hide Prices in Quote PDF using ‘Hide Quote Itemization’ checkbox.  • Create functionality to total all Variations and Options for a Quote Reference Number.  • Add functionality to hide Routes and associated Dispatches from Booking PDF.  • Add options to send either Current Quote or Multi-Variation PDF in Email functionality.  • Fixes to email template design functionality. • Update section grouping on Quote PDF document.  • Add functionality to create Scheduled service in a Date Range, utilizing the newly added ‘Day of Week’ checkboxes. • Reorganize headers on Quote PDF after changes.  • Add validation for setup of Contract rates settings.  • Create functionality to automatically set Pay Rate Groups on created Dispatches.  • Reorganize buttons on Quote Detail page.  • Update browser tab label when Quote PDF is opened.  • Center text of header for Quote PDF.  • Add address data to Customer Information section if it is not null on Quote record.  • Reorder columns on Quotes report to prioritize higher value data.  • Create functionality to include multiple Quote Variations in same Booking ID when Quotes are converted to Bookings.  • Reorganize sub-header navigation to account for new pages.  • Add functionality to remove Price Rounding if No Selection is made in Account Settings. • Create Vehicle Utilization reports.  • Adjust page numbers on multi-variation PDF. 

• Updated batch Invoice processing functionality.  • Added warnings to Dispatch report when assigning out of service vehicles or unavailable drivers.  • Allowed for application redirect to specific links within application after login.  • Added functionality to allow a Terms & Conditions document to be attached to Quote emails.  • Overhaul of Quote PDF document formatting.  • Added functionality to calculate “Seniority” for drivers based on Seniority Date and Account Settings.  • Added default settings to new Driver and Vehicle records. 

• Added automated responses to customers when a Quote is Declined in the Booking Widget.  • Added method of updating future dispatches associated with a Scheduled Service Contract or Route.  • Created mapping functionality General Ledger Codes when Dispatches are created from Scheduled Service Routes.  • Update pricing equations to record all equation inputs.  • Added ability for user to select a “Destination” on Quotes and Routes.  • Added Driver Portal status icons to Dispatch main report.  • Added change logging for Vehicle Types page.  • Added column sorting on Dispatch main report.  • Created Dispatch report that shows prices and Driver Requests.  • Created functionality to copy existing Pricing Calendar Templates.  • Add browser version of Booking Details PDF document.  • Stored additional information in Email Logs.  • Created functionality to View a sent email in the portal.  • Added functionality to override pricing equation inputs, record data, and update pricing.  • Added ability for users to create multiple “Options” on a single quote.  • Added functionality to Delete unused “Options” from Quote.  • Updated Quote PDF documents to reflect changes and addition of “Options” functionality.  • Added new filters to Bookings Total report to group by Organization or Salesperson.  • Added Fiserv as prebuilt payment processor option.  • Created “Notifications” functionality for various system activities such as Driver Rejecting a Dispatch Assignment or Quotes created over a certain $ Amount.  • Added ability to add a Name to Quote “Options”.  • Added checkbox in email send functionality to allow multiple Quote Variations to be sent in a single PDF.  • Add handling for multiple “Options” and Quote Variations to be converted to a Booking using a single confirmation process.  • Updated Add-ons functionality to make Cost calculations more clear and easier to update.  • Updated Copy Quote and Copy Variation functionality to work with Quotes having multiple “Options”.  • Added ability for users to “cc” and “bcc” multiple emails on each Email send functionality.  • Created customer-facing Invoice Payment page.   • Created Invoice Payment success message for Invoice Payment page.  • Add Capacity to Vehicle Type Description throughout application.  • Added Discount Codes to Invoice functionality.  • Added functionality to override Add-on Description.   • Updated styling of Send Invoice email functionality.  • Added helper text to emails instructing users how to send to multiple email addresses.  • Added fees to updated pricing overrides functionality.  • Added Organization column to Quotes report.  • Added ability to set a Default General Ledger Code for payments.  • Added “Invoice Status” column to Invoices report.  • Added Out of Service Vehicles and Unavailable Drivers to Dispatch reports.  • Added ability to Collapse All/Expand All section on various pages.  • Updated default settings for new Company Accounts.  • Updated “Tab” button click behavior on various pages.