January 2026 Release Notes

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