November 2025 Release Notes

We are excited to announce several updates focused on simplifying meal delivery workflows, improving reporting, and giving you more flexibility in configuring your system.

Bar Chart Reporting – New UI, Excel Export, Favorites & Custom Report Builder (Beta)

We’ve rolled out a new reporting experience designed to make it easier to find, organize, and export reports.

What’s new

  • Refreshed reporting UI: Clean layout, improved navigation, and new filtering options.
  • Export to Excel: All standard reports can now be exported to Excel format.
  • Favorite Reports: Mark frequently used reports as favorites for quick access.
  • Custom Report Builder (BETA)Select your data sources, choose fields, and build your own report—no spreadsheet wrangling required. More data sets and features are coming over the next few releases.


Check Mark Button New & Improved: Service Date Management

You can now track when meals are intended to be consumed separately from when they are delivered.
This is especially helpful when delivering multiple meals in advance (for example, delivering Friday meals intended to be consumed over the weekend).

Highlights

  • Service Date Management can be enabled or disabled based on your organization’s needs.
  • Choose whether billing is based on Service Date or Delivery Date.
  • Configure which service days correspond to which delivery day using a drag-and-drop interface.
If you're interested in enabling Service Date Management for your organization, please consider enabling the feature at the beginning of a new billing period for a simpler transition. You may also want to reach out to Support for assistance in making this transition.

Delivery Truck Route Sheets: Grouping Clients at the Same Location

On both paper and mobile route sheets, clients located at the same physical location are now visually grouped together in the deliveries list and turn-by-turn directions — whether it’s:
  • Multiple clients at one residence, or
  • Multiple apartments within the same building
This simplifies navigation and makes deliveries faster and easier for drivers.
This new feature can be enabled at Admin > Route Sheet Settings > Client Information Section > Group Clients at Same Location.

Memo Simplified Client Notes

Client Notes have been streamlined. Admins can now configure the following fields to be optional or hidden:
  • Note Subject
  • Note Type
  • Note Source
This makes adding quick notes faster while still allowing organizations that need categorization to keep using these fields.
These new settings can be enabled at Admin > Client Note Settings.

Lady Beetle Other Fixes & Improvements

  • Route Sheets can now use different headers per delivery zone.
  • New options for displaying delivery confirmation checkboxes and a signature line for drivers on paper route sheets.
  • Minor performance improvements
  • Various bug fixes based on customer feedback