Changelog

What's new in QM™

Ideas, strategies, and behind the Every update, improvement, and fix, tracked and documented so you always know what changed. lessons for modern founders.

2.3.0

Screenshot of a dashboard interface

March Updates Are Live!


The QuickManage™ team is excited to announce March updates! This release includes a mix of new features, UI enhancements, and important fixes across QM.

All updates designed to improve accuracy, visibility, and overall workflow efficiency.

New

  • QM-PILOT: AI-powered Chatbot that can help you with TMS-related questions about trips, drivers, trucks, dispatchers, customers, KPIs, and system usage 

  • Smart updates: Reply to existing threads. Emails from QM-PILOT can be sent to the existing threads, instead of opening a new one everytime

  • Documents Auditing: Let qm-PILOT scan the files of each load to detect mistakes or issues before they get to the accounting team

  • KPI Board:
    Driver Performance:     New columns: Driver Roles, Payment Type

  • Dispatcher Performance & Period Comparison:

    Dispatcher‑level performance tables with RPM, Margin, Gross Revenue, Empty/Loaded Miles, Earnings, etc. A Period Comparison view to compare dispatcher metrics between two time windows.

  • Trips / Dispatch:

    Bulk Driver Assignment: Ability to bulk assign drivers to trips from the Import tab after uploading trips

  • Chassis & Container Support in Loads and Trips:
    For intermodal operations, you can now choose Chassis as an equipment type on loads/trips and have chassis/container details appear on invoices and downstream documents.

  • Update Board:

    Stopped/Moving & ETA Status Filters. Dispatchers can now quickly filter the Update Board by:

    Vehicle status: show only Stopped or only Moving units

    ETA state: show only Delayed or only On‑Time trips

  • Payroll:

    Added “Move to Next Payroll Stops” option in the Credits & Trips tab, allowing users to select and move multiple stops to the next payroll cycle
    Ability to change the payment type for multiple trips at once

    Ability to exclude multiple trips at once

  • Accounting

    Receivables: Default and Extended views with many more columns and per‑column filters. “Show by Ages” and age‑range filtering so you can see just the invoices that are overdue within a chosen bracket.
    Added a “Created By” filter in Prepayments Page to improve record filtering and tracking

    Contractor Statements Grouped by Truck. Contractor settlements now support grouping deductions by truck

  • Maintenance:

    Added a Maintenance Tag filter for easier equipment tracking

    Added a drop-down selection for Equipment Vendor to simplify vendor management

  • Email / Communication:

    Users can now add and reuse a personal email signature for recurring communication

  • Safety
    Driver Email Update/Swap. If the new email already exists, you’ll be prompted to swap, if it’s new, the email is simply updated

  • Equipment
    Truck Creation / Sync from ELD Providers. The Equipment → Trucks → Import workflow now supports synchronizing trucks directly from supported ELDs

Improved

  • Audit Trail Timestamps now include timezone and show duration between each workflow step

Fixed

  • Dashboard Weekly ticket count no longer double-counts reopened tickets

2.4.0

Screenshot of a dashboard interface

Approval Gate Policies

Automation is only as trustworthy as the guardrails around it. With this release, Dispatch introduces a fully configurable policy engine that lets you define exactly which automated actions can execute on their own and which require human sign-off before going through. Rules can be scoped by action type, monetary threshold, customer tier, account age, or any custom CRM field you track.

Approvers get a dedicated inbox with the full ticket context, customer profile, and proposed action attached. No need to open the original ticket separately. Accept, reject, or modify with a single click. We also added a set of starter templates for the most common approval scenarios so you can get up and running without building rules from scratch.

New

  • Approval Policies Configurable rules engine for gating automated actions by type, value, and customer segment

  • Approval Inbox Dedicated queue for pending approvals with full ticket context and one-click accept or reject

  • Policy Templates Pre-built starter policies for refunds, account changes, and escalations

Improved

  • Action Layer Actions now display which policy triggered an approval hold in the audit trail

  • Notifications Approval requests route to the correct approver based on team hierarchy

2.2.0

Screenshot of a dashboard interface

Salesforce and HubSpot Integrations

Your CRM is the single source of truth for who your customers are, what they have bought, and where they sit in the lifecycle. Dispatch can now connect directly to Salesforce and HubSpot with full bidirectional sync. That means customer records, deal stages, account health signals, and custom properties are all available to the Context Layer the moment a ticket arrives.

Setting up the connection takes minutes. A visual field mapper lets you align CRM fields to Dispatch context variables without writing any code. Once connected, the integration runs health checks every five minutes with automatic retry on failure, so you are never flying blind on whether your data is current. We also reworked how the Context Layer assembles customer profiles. Data is now fetched in parallel across connected sources, cutting profile assembly time by roughly 40%.

New

  • Salesforce Bidirectional sync for contacts, accounts, cases, and custom objects

  • HubSpot Pull contact properties, deal pipelines, and ticket history into the Context Layer

  • Field Mapping Visual mapper for aligning CRM fields to Dispatch context variables

Improved

  • Connect Layer Integration health checks now run every 5 minutes with automatic retry on failure

  • Context Layer Customer profile assembly is 40% faster with parallel data fetching

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