11 November 2026 — Sales tables and clearer recovery

Updated on 11 Nov 2026 First published 11 Nov 2026 Approx. 3 min read

Sales tables, customer record follow-ups and clearer recovery controls are now available. Records and attention checks retain their company feature/module conditions.

Find customers, contracts and records

Sales Manager has All customers, All contracts and, where enabled for your company, All records. Use the customer table alongside the normal customer views. The contract table combines search, multiple customers, contract type, creator and creation-date filters with sortable headings and numbered pages. The customer filter has searchable, coloured rows and multiple selection.

A customer's Contracts tab also has an inline Table switch. Its table stays scoped to that customer. Returning from contract edits refreshes the manager and customer contract tables. Browse customers and contracts.

Record the next step

All records and customer Records use the same table. Filter performers and customers where relevant, read notes and outcomes, or add a record by choosing its customer first. Ordinary notes can add, change or remove a pending follow-up, with saved results confirmed before the form closes. Records remains company-feature controlled; customer and contract browsing retains its company-member boundary. Use Records and follow-ups.

The company activity section stays alongside the Sales tabs without adding another feed on each switch. Panels use the standard masked side panel. View, filter and page-size preferences are remembered for the relevant account and company in that browser; customer contract layout is scoped to its customer.

Read Hire Contract attention accurately

With Resource Manager access, the customer table lists only booked dates missing a Hire Contract, grouping consecutive dates. Normal customer views retain HC Attention, including a live contract with No booked dates even when a completed Hire Contract exists. These are different checks, not an assurance that all work is ready.

Recover a Xero PDF without exporting twice

When the invoice exists in Xero but its PDF is missing, Download PDF from Xero retrieves the document for that existing invoice. It does not create another accounting invoice. Recover the PDF.

A settled scheduler search with no matches shows No results match your search and Clear search. Clearing it keeps the dates, view and other filters. Copied Assignment Messages omit empty optional details and empty transport sections; populated information stays available for review before sharing. Clear a scheduler search or check an Assignment Message.

On invoice Contract Details, Site Address and What3Words are restored for non-Transport jobs. Transport jobs hide those two rows and keep their collection/delivery workflow.