• 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.