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Release Notes - December 9th, 2025

Patrick Poirier avatar
Written by Patrick Poirier
Updated today

IMPROVEMENTS


▪️Quotes and Invoices

We have introduced an important change to the statuses of quotes and invoices.

To simplify usage and provide more flexibility, we have separated the document status from the delivery and printing tracking statuses.

Each document now includes:

  • A main status indicating its current state

  • Tracking indicators: Sent, Viewed, Printed

Quote Statuses

  • Draft

  • Awaiting approval - New

  • Accepted

  • Declined

  • Deleted

Invoice Statuses

  • Draft

  • Awaiting payment - New

  • Partial

  • Paid

  • Voided

  • Deleted

This new status system provides a clearer overall view of each document’s state. Below is an example showing the before and after for a quote.

This change also introduces new filtering possibilities by combining the document status with the tracking indicators Sent, Read, Printed.

Important

In your quotes and invoices list views, you must display the new tracking indicators Sent, Viewed, Printed, and place them preferably next to the Status field to improve visibility of your documents’ current state.


▪️Invoices

We have introduced a modern visual update to the invoice payment timeline. You will notice the use of colors to represent statuses as well as pictograms to quickly identify payment methods, making the information clearer and easier to read.

Note: Quotes will also be updated over the coming weeks.


▪️Messaging

Previously, when you sent a message through the messaging system, it was delivered according to the contact’s preferences.

Now, the default behavior remains the same, but you can use the small arrow to manually select the delivery method for a specific message.

In addition, each sent message now displays the delivery method used, the sender, and the read status from your contact.

ℹ️ Please note that when sending a message, the Sent via email and/or SMS indicators do not appear instantly. They will be displayed on the next refresh of the messaging screen, once the message has actually been delivered.


▪️Routes

New selection button

We added a new tool that allows you to draw a polygon to more precisely select your addresses.

Simply draw your area, then connect back to the starting point to close the selection, or double-click to finalize.

Instead of using the Shift key on your keyboard, you can now use this button to perform a standard multi-selection.

The advantage is that this feature is now available on mobile and tablet, making selection more intuitive across all devices.

New route calculation and optimization window

We moved the button and redesigned the route calculation and optimization window to make your workflow easier.

Here is the new route calculation window, which now includes an Optimize Route button to further simplify route optimization.

When you enable Optimize Route, you enter optimization mode and gain access to new options.

🆕 The Try advanced optimization option is a new mode developed by Plannit to address several limitations found in standard market tools such as Google Maps and TomTom. This mode is evolving and will continue to be improved over time to deliver increasingly better results.


▪️Visits

In emails sent to your contacts, we now display the appointment end time.

BUG FIXES


We've been actively addressing and resolving various bugs! Our team will promptly notify affected customers once the fixes are complete.

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