January 2026 Release Notes

This January release includes improvements to route planning and optimization, expanded delivery reporting, enhanced client management tools, and additional operational flexibility.

Delivery Truck Route Management & Optimization Improvements

We’ve made several enhancements to route planning and visibility to better support larger and more complex delivery routes.
  • Route optimization now supports up to 45 stops per route
  • Resolved issues with the route map display on the Route Detail page, improving reliability and accuracy

Fork and Knife with Plate Temporary Stops and Order Management

  • One-day temporary stops can now be created directly from the client meal calendar.
  • Kitchen Instructions can now optionally be edited on the Client Order page (instead of only on the Delivery page). This setting can be managed on the Client Fields admin page.
  • New Dietary Needs can be created and added directly from a client record (no longer requires creating the Dietary Need in the Admin section first).

Office Worker Client Configuration Improvements

  • A new duplicate client detection will alert you when creating a new client if another client by the same name already exists.
  • Improved Client / Demographics field configuration in the Admin section
  • Added several new optional client fields that can be enabled per environment
  • In the New Client Creation Wizard, unused pages (such as Demographics or Agency) can now be hidden
  • This is managed from Admin > Client Fields
  • Helps streamline onboarding workflows for organizations that don’t use certain data sections

Memo Reporting Enhancements

Several reporting improvements were included in this release:
  • Delivery Items Report: Easily view and export details for scheduled or completed delivery items on a selected delivery day, with filtering and sorting for quick analysis. This report is available from the Deliveries page.
  • Client Notes Report now outputs to a filterable and sortable data table
  • The Product Quantities by Client Account report support outputting several new optional client fields.
  • The Billed Services Detail report on the end-of-month invoicing page now allows for filtering by client account or item type and grouping by client.
  • Improved usability and consistency across report outputs

Lady Beetle Other Fixes & Improvements

  • Optionally list “On Hold” clients per route on the Kitchen Sheet and Route Sheets
  • Invoice header information can now be configured by zone, allowing for greater flexibility when billing across multiple service areas or funding sources
  • Improved logging for client record changes
  • Backend performance improvements
  • Various bug fixes based on customer feedback