🚀 Major Update – The Biggest One of the Year

This update is the most important one of the year.

It was deployed on December 15, right after the peak season, to limit any impact on your operations and ensure a smooth rollout.

It includes several key improvements and adjustments aimed at boosting system performance, simplifying some processes, and optimizing the user experience, in line with needs identified over the past few months.

1. 🧾 Smarter Point of Sale

   • Clear alerts when a customer already has ongoing estimates
   • Automatic display of the customer's currency
   • Improved accounting traceability (vehicles, suppliers, related sales)
   • Optimized tablet and mobile interface – faster and smoother
   • More secure management (inactive products, fuel, vehicle numbers)

2. 📦 More Accurate Inventory & Purchasing

   • Category filters when taking inventory
   • Advanced decimal support (up to 16 for coefficients)
   • Better validated and more reliable Excel imports
   • Quick actions directly from purchase lists
   • Improved consistency in quantities, locations, and suppliers

3. 👥 Better Connected Clients, Sales & Projects

   • New client fields (Legal Name and Alternate Name)
   • Sales status visible directly within projects
   • Advanced filters by sales stage
   • Faster project creation using templates with preconfigured tasks
   • #PO automatically included in estimate and invoice emails

4. 📅 Improved Scheduling & Productivity

   • Date and time now visible on estimates and invoices
   • Automatic notifications for tasks due the same day
   • Clearer, faster calendar with direct access to client files
   • Configurable and functional Google Calendar integration

5. 📊 More Powerful Accounting & Reporting

   • Excel generation for HR time tracking
   • Faster, more readable reports (account aging, inspections, sales)
   • Easier management of supplier payments (check or direct deposit)
   • Automatic translation based on the client or supplier’s language

6. ⚓ Enhanced Specialized Modules

   • GEM-BOAT: wash certificate, better vehicle management
   • GEM-RECYC: B-13 document generation at delivery
   • GEM-WORK: option to hide prices on invoices and estimates

7. 🛠️ Improved Stability & Reliability

   • Major fixes on payments, taxes, imports, scheduling, and API
   • Significant overall performance boost (loading, saving, reporting)
   • Keyboard behaviors, displays, and validations adjusted to prevent errors

1. Point of Sale (POS) and User Experience

   • Contextual automatic messages (ongoing estimates, customer not selected, empty returns).
   • Display of currency, department, UPC code, and configurable alerts.
   • Full management of tips, fees, and carriers.
   • Weight calculator, dedicated GEM-RECYC fields, and improved sales display (Kanban, automated stages).

2. Inventory and Purchasing

   • New filters (categories, lines, customer labels) and additional columns in Excel exports.
   • Extended decimal options (4 instead of 2).
   • Improved report sorting and direct export of “To order” lists.
   • Stronger alignment between purchases and sales (products, deposits, locations).

3. Agenda, Tasks, and Project Management

   • Introduction of Sprint mode: Kanban tracking, automatic delay status, and default description template.
   • Enhanced agenda: highlighted appointments, display of scheduled/unscheduled jobs, and better calendar view.

4. Rentals and Specialized Modules

   • GEM-RECYC: B-13 generation, weight calculation, new dedicated fields, delivery slip.
   • GEM-ROAD: detailed route display (time, mileage).
   • GEM-FNI: Excel export of vehicle inventory.
   • Car rental management (dates, price/km, distance, driver, license, tire wear).

5. API and Integrations

   • New API fields: estimated_time, img_paths, category_type, category_name.
   • Improved synchronization of inspections and categories.
   • Added customizable web link in the menu and clickable links to invoices.

6. Security and Performance

   • Automatic logout from multiple old sessions.
   • Better SMTP error handling.
   • Lighter and optimized interface in tablet mode.
   • New V16 version: enhanced performance, optimized calendar, and refreshed design.

7. Accounting, Reports, and HR

   • Decimal hours enabled in attendance reports.
   • Automatic translations for supplier statements.
   • Multiple fixes on balance sheets, government rebates, payments, checks, and timesheet reports.

8. Search and Traceability

   • Improved vehicle search by make, model, year, and number.
   • Vehicle name displayed in accounting transactions.
   • Customer search ranked by popularity and better handling of filters and barcodes.

9. Imports, Exports, and Excel Files

   • Enriched data: type, newsletter, license, expiration date, fax, overall note.
   • Standardized file names and increased stability during imports/exports.
   • New columns in inventory reports (Before/After).

10. General Fixes

    • Adjustments on taxes, discounts, price calculations, signatures, allowances, and SMS.
    • Improved display of locations, filters, customer notes, and dealer widgets.
    • Better consistency between sales, purchases, vehicles, and accounting.

Additions, Improvements, and Fixes from the Last 3 Months (July 2025 to October 2025)

• Added in POS: when selecting a customer who already has an estimate in progress, a message appears asking if you want to view the ongoing estimates for non-GEM-CAR systems.
• Added a filter by product categories during inventory counting.
• Added an option to allow 4 decimals instead of 2 for quantity fields in the inventory configuration settings.
• Added display of action buttons on a purchase in the purchase list.
• Added display of the customer’s default currency in POS.
• Added a button to generate the B-13 document when creating a delivery note for GEM-RECYC.
• Added a filter by customer label for the daily sales report.
• Added tip management during a sale.
• Added an option to send a communication to customers with active storage, in the marketing campaigns screen.
• Added an error message displayed after about 10 seconds when SMTP settings are not properly configured in the Communications menu.
• Added a late Sprint status if tasks are not all completed after the Sprint’s end date.
• Added a text field to define a default task description template in project settings.
• Added the ability to select start and end dates for an automatic product in a category.
• Added a configurable alert in the Alerts Center of the Communications menu, displayed in POS.
• Added a button to export the “To order” purchase list to an Excel file.
• Added a “Department” column in the Excel file for import/export of the product and service list.
• Added a Kanban button at the bottom of the Sales screen, showing sales and their stage for better tracking.
• Added the creation of a delivery note for GEM-RECYC.
• Added a “Wear” field for tire-type products in the product record.
• Added an option “Prevent invoicing if a job has no associated department” in the sales settings.
• Added an API call for inspections.
• Added detailed trip information (mileage and time) when clicking on the map in the agenda for GEM-ROAD.
• Added the estimated_time field in the API call for sales.
• Added the img_paths field in the API call for categories.
• Added the ability to group project tasks into a configurable Sprint for better tracking.
• Added display of Sprint tasks in a Kanban board.
• Added fields related to Boat/Watercraft storage.
• Added a toggle button to automatically assign a stage when all tasks are completed, in the POS stage options.
• Added “Start Date,” “End Date,” “Price per Kilometer,” and “Total Distance Traveled” information for a car rental in an estimate and invoice during a sale.
• Added a customizable web link in the left menu, configurable in global options/personalization.
• Added a warning when no customer is selected and the GEM-LINK supplier link is clicked in POS.
• Added display of the number of jobs/appointments in the “Unscheduled” and “Scheduled” tables of the agenda.
• Added category_type and category_name information in the API call for categories.
• Added the fields “Type,” “Newsletter,” “Fax,” “Driver’s License Number,” and “Expiration Date” in the Excel file during customer contact export/import.
• Added highlighting of appointments in the calendar and grid when hovering over them in the agenda.
• Added a security measure: when multiple sessions are open, older sessions are logged out.
• Added a button to export the vehicle inventory report to an Excel file for GEM-FNI.
• Added a toggle button to display hours in decimal format in the HR attendance report.
• Added a “Line Code” filter in the Products and Services screen.
• Added a “UPC CODE” column in inventory counting to search for a scanned product.
• Added a warning message when no return is selected to generate returns.
• Added the “Contact Type” of a supplier when exporting or importing the supplier contact list.
• Added the “Note” of a set when exporting or importing the product set list.
• Added the product code in the product list when subdividing a sale.
• Added a weight calculator for an item in POS for GEM-RECYC.
• Added transport fee amounts in POS.
• Added a dropdown menu to choose a carrier in the POS delivery note.
• Added column sorting (except price) in the aged inventory report.
• Added specific fields for GEM-RECYC in POS.
• Added “Before” and “After” columns in the inventory variance report.
• Added a clickable link to invoices in the customer and supplier history screen.