Changelog

This release brings the messaging work into a proper Communication hub, adds the Book Transport workflow, and ships the supporting settings, integrations, reporting, stock, and draft-deal polish around it.

Communication is now the message workspace

Messages has been renamed to Communication across navigation, quick links, search, tours, and help content. The page now groups prompted actions, templates, history, queue, automations, and health into one workspace.

Sourcing updates, cancellation feedback, and transport booking templates now live together in Communication, so dealership message wording can be maintained from one place instead of being split across Forms & Documents.

Email templates now share the same template editor language: send mode controls, test-email actions, variables, editable message fields, and live previews sit in a consistent layout across sourcing updates, cancellation feedback, and transport booking.

Prompted email review screens were tightened so the send-before-review experience feels consistent across the three template types, with editable recipients, subject, message body, and a live preview before sending.

Book Transport replaces the shipping tick

The old Shipping checkbox is now a Book Transport action on deal detail and the Sales Log. Dealerships can choose whether that action opens an editable email prompt or works as a direct booked/unbooked toggle.

When email prompting is enabled, Book Transport now uses one provider email with configured copied recipients, so replies can include the sender or nominated delivery contacts without maintaining a separate PD-centre email.

Transport email previews now preserve the message-body paragraph spacing more closely, keep the system footer out of editable copy, and link the Autopilot footer back to the public landing page.

Shipping and PTSL integrations

PTS labels have been renamed to Shipping in the user interface while the existing database fields remain compatible behind the scenes.

Settings now includes an Integrations area for dealership transport providers and PTSL configuration. Transport tracking can fetch PTSL vehicle status by VIN and show the current status, route, dates, job number, refresh time, and carrier link.

Reporting and dealership setup

Dealership calculation settings now have their own settings area. Dashboard cards, gross-profit reporting, daily summary emails, GP pivot controls, and report loaders now follow the refreshed dealership defaults more consistently.

Profile Register and daily summary views also have tighter month and date-basis handling for dealership reporting workflows.

Drafts, stock, and data entry polish

Draft deals now have a cleaner grouped workspace so incomplete deals are easier to review and move forward.

Stock profiling and Profile Register workflows have clearer month controls, while import mapping, recent-value chips, and structured address inputs were tightened for faster deal-entry cleanup.

Write-up and trade-in fixes

Trade-in settlement and negative-equity totals now flow correctly through write-ups, deal detail, and printed customer sheets.

Write-up printing now collapses accidental duplicate trade rows, keeps trade rego and finance details attached, and includes the customer company name on the printed owner section.

Editing a write-up now properly switches between Quick, Customer, and Full views. Customer-facing print disclosures stay to two pages, with the disclosure signature and footer pinned to the bottom of the second page.

Smaller fixes

Sourcing email prompts now use permission-based access instead of being tied to one user account. Cancellation feedback email replies can be routed through the configured reply-to path.

Several menu, popover, context-menu, chat mention, address-field, and refreshed workflow interactions were hardened as part of the release.