Changelog

Product updates and new features.

v2.0.0

TradeKitt v2.0

Major release with customer portal, performance analytics, and enhanced dispatch capabilities.

New Features

Customer Portal

  • Customer self-registration and login with dedicated authentication
  • Self-service appointment booking through available time blocks
  • Online invoice viewing and credit card payment through connected processors
  • Service request submission with photo attachments
  • Customer review system with 1-5 star ratings and admin responses
  • Equipment records and complete service history visible to customers
  • Public reviews API endpoint for embedding on external websites

Technician Performance Scorecards

  • Aggregated performance scoring across completion rate, job duration, customer ratings, and revenue per job
  • Leaderboard endpoint for team rankings
  • Manager drill-down dashboard for detailed performance analysis

Dispatch Map View

  • Real-time technician location display on geographic map
  • Job site markers with status color coding
  • Technician route visualization
  • Click-to-assign from the map interface

Mobile Expense Tracking

  • Submit expense reports with receipt photo capture directly from the mobile app
  • Expense category selection with configurable receipt requirements
  • Real-time approval status tracking
  • Expense history and reimbursement status

Bulk CSV Import

  • Import technicians, line items, and historical sales data from CSV files
  • Validation and error reporting before import
  • Duplicate detection and merge options

Improvements

  • Form builder now supports photo and digital signature field types
  • Dispatch job detail screen shows required forms for the job type
  • Report builder adds inventory and expenses as data sources
  • Commission adjustment detail view shows linked sale information
  • Webhook delivery log includes response body for debugging
  • Customer communications timeline displays portal activity

Bug Fixes

  • Fixed commission calculation edge case with zero-amount line items
  • Fixed SLA compliance check not accounting for business hours
  • Fixed dispatch SSE events not streaming through the user-app proxy
  • Fixed route optimization not respecting fixed appointment time constraints
  • Fixed recurring invoice generation skipping agreements with custom billing dates
v1.5.0

TradeKitt v1.5

Feature release adding SLA management, recurring invoices, automated follow-ups, fleet management, and customer communications.

New Features

SLA Management

  • SLA policy configuration with response and resolution time targets per job priority
  • Automated compliance checking every 5 minutes via cron with Redis distributed lock
  • SLA violation tracking with dispatcher acknowledgement and notes
  • Compliance metrics dashboard: compliance rate, average response and resolution times, top violators

Recurring Invoices

  • Automatic invoice generation from active service agreements
  • Daily cron job (8 AM) with Redis lock for reliable scheduling
  • Invoice number format: RI-{date}-{agreementId}-{sequence}
  • Overdue tracking with automated status updates
  • Mark-as-paid workflow for manual payment recording

Follow-Up Automation

  • Configurable follow-up rules for unsold estimates, overdue invoices, review requests, and agreement expiry
  • Daily processing at 9 AM with Redis distributed lock
  • Configurable delay (days after trigger event) and maximum reminder count
  • Email delivery with template support
  • Follow-up history and status tracking per customer

Fleet and Vehicle Management

  • Vehicle CRUD with VIN, license plate, make, model, year, and odometer tracking
  • Technician-to-vehicle assignment
  • Maintenance schedule tracking by date and mileage thresholds
  • Maintenance-due alerts for upcoming service
  • Vehicle history and assignment log

Customer Communications

  • Unified communications log per customer covering calls, emails, SMS, and internal notes
  • Inbound and outbound direction tracking
  • Job-linked communication entries for context
  • Timeline view with chronological display
  • Summary statistics per customer: total communications, last contact date, preferred channel

Improvements

  • Service agreement lifecycle automation: auto-transition from active to pending renewal (30 days before expiry) to expired
  • Auto-renewal support for service agreements with autoRenew flag
  • Automatic maintenance visit scheduling based on agreement visitsPerYear
  • Inventory auto-reorder: hourly check of stock levels against minimum thresholds with draft purchase order creation
  • Reorder suggestions endpoint for inventory planning
  • Agreement lifecycle cron runs every 10 minutes with dedicated Redis lock

Bug Fixes

  • Fixed billing lifecycle cron occasionally processing the same tenant twice in a single tick
  • Fixed weather sync lock collision with sync engine lock
  • Fixed commission rate cache not invalidating when category-level config is updated
  • Fixed pay period close query reverting to per-technician loop instead of single GROUP BY
  • Fixed dispatch WebSocket events not propagating across API instances
v1.0.0

TradeKitt v1.0.0

Initial release of TradeKitt.

Features

  • Commission tracking with per-technician rates
  • Flat and discount-based sliding scale commission structures
  • Rate snapshot immutability on sale recording
  • Pay period management (create, close, reopen)
  • Payment reconciliation engine (3-pass matching)
  • Stripe, Square, PayPal, QuickBooks adapters
  • RazorSync integration (customer and work order sync)
  • Admin and technician dashboards
  • Audit logging with old/new value tracking
  • Multi-tenant architecture (shared + dedicated)
  • AES-256-GCM credential encryption
  • Argon2id password hashing
  • Row-level security for shared tenants
  • Desktop app (Windows)
  • Mobile app (iOS, Android)