trackr iO Web 1.11.0: Service Profiles and Smarter Routes

Release summary

Release 1.11.0 delivers Service Profiles for structured field data on jobs and recurring jobs; adds Store Location reply-to email control and pinned jobs in Route Optimization; and fixes issues with batch invoice sync error messaging, optimization when follow-ups exist, and recurrence deletion reliability.

New features

Service Profiles

Organizations can now create and manage Service Profiles: customisable sets of data fields that can be attached to jobs and recurring jobs to capture structured information from technicians in the field.

Each Service Profile is made up of a set of fields that you define, including dropdowns, text inputs, number fields, ranges, and radio buttons. When a Service Profile is linked to a job, technicians are presented with those fields, and their responses are recorded as Job Readings, providing consistent, validated data across every visit.

This is particularly useful for organisations that need to capture specific readings or checklist items as part of a service, for example chemical levels, equipment checks, or condition assessments, without relying on free-text notes.

Service Profiles work with recurring jobs, so the same structured data collection applies automatically across an entire job series. They are also supported alongside Store Locations, so different branches can operate with their own relevant profiles.

Improvements to existing features

Store Location reply-to email control

Admins can now control which email address is used as the reply-to on client-facing documents sent from a Store Location. A new toggle has been added to the Store Location settings page:

• Toggle on — the Store Location's own email address is used as the reply-to on all outbound Quotes, Invoices, Batch Invoices, and Water Test emails sent for that location. This is the existing behaviour and remains the default.

• Toggle off — the reply-to falls back to whatever is configured in General Settings for each document type.

This gives multi-store businesses the flexibility to centralise all client replies to a shared inbox, while still having store-specific branding on outbound emails.

Pinned jobs in Route Optimization

Route Optimization now supports pinned jobs, giving you control over which jobs stay fixed in place when running an optimized route.

Previously, running route optimization would reschedule all of a technician's jobs for the day. Now you can pin one or more jobs before running the optimization, and those jobs will remain in their original time slots. The algorithm then reorders and reschedules all unpinned jobs around the pinned ones to find the most efficient route.

When you apply the optimized route, pinned jobs keep their original times and only unpinned jobs are updated. Both the current and optimized route views clearly distinguish between pinned and free jobs, so you always know what will and will not move.

Bug fixes

Batch Invoice Sync: actionable error message on failure

When a batch invoice fails to sync to an external accounting system, and the user clicks the Not Synced button to investigate, they previously saw a generic "Something went wrong" message with no further details.

This has been fixed. The error message now surfaces the actual reason the sync failed, for example if a line item product has not been mapped to the external system, and provides clear guidance on what needs to be resolved before retrying.

Route Optimization: error when a job has a follow-up on the same day

An error occurred when running route optimization for a day when a technician had a follow-up job scheduled. This has been resolved, and optimization now runs correctly in this scenario.

Recurrence deletion flow

An issue with the recurrence deletion flow has been resolved. Recurrences can now be deleted reliably without encountering unexpected errors or inconsistent behaviour.

Impact at a glance

Who it helps: office admins setting up field data collection, multi-store teams routing client replies, and dispatchers running Route Optimization

Highlights: Service Profiles, Store Location reply-to control, pinned jobs in Route Optimization, clearer batch invoice sync errors, follow-up optimization fix, and reliable recurrence deletion

Platform: Web 1.11.0