Changelog¶

All notable changes to UTX Freight are documented here. Releases are listed newest first.

Version 3.x¶

Release 3.11 — Compound Search & Filtering¶

Orders¶

Compound search and filters — combine any mix of status tab, order type, container status, terminal, search text, and tags in a single view. Filters chain independently rather than overriding each other
New filter interface — full-width search bar with inline filter chips, a 3-column card grid for Order Type / Container Status / Terminal, and a Clear All button
Filter chips — each active filter appears as a removable badge; click the × to drop one dimension while keeping the rest
Order Type filter — filter orders by type (Import, Export, Transfer, etc.) as a distinct dimension from container status
N/A container status option for orders where a container status has not been set
Renamed the Terminal card (previously labelled Location) for consistency across the interface
Shareable, bookmarkable filter URLs — the address bar reflects the exact filter state

Release 3.10 — Multi-Office Shared Resources¶

Multi-Office Addon (Pro Module)¶

Share customers, equipment, drivers, terminals, and shippers across offices while keeping orders and invoices segregated per office
Office-specific customer and equipment management

Garage Addon (Pro Module)¶

Reopen completed work orders — move a finished work order back to approved status for additional edits
Customer work summary reports — generate service history reports per customer
Void and delete invoices — void an invoice to reverse it or delete it entirely, with confirmation prompts
Improved confirmation dialogs before destructive actions (void, delete)
Visual and layout improvements to PDF invoices and estimates

Orders¶

Clear appointment fields automatically when resetting an order back to New
Improved archive experience with a cleaner interface for managing archived orders

Email & Notifications¶

Restored multiple recipients support — send emails with To, CC, and BCC fields
Feedback notifications — new user feedback submissions are emailed to the support team
Respect notification preferences — only send tracking digests and alerts to users who opted in

General¶

File upload limit — 20 MB maximum per attachment across all upload areas
Improved email address validation throughout the application
Performance improvements for offices with large order volumes

Release 3.9 — Monthly Fuel Surcharges¶

Fuel Surcharge¶

Replace the weekly fuel surcharge system with a monthly system — set one rate per month instead of per week
Quick Set form to create or update rates for any month with copy-forward support
Custom company rates to override the general rate for specific customers
Exempt customers from fuel surcharges with a checkbox on the customer profile
Recalculate button to update all open orders in a month with one click, with a preview modal
Stale charge detection — red indicators when exempt customers still have fuel charges
Missing rates warning banner for months without a defined rate
Legacy weekly rates preserved for historical orders

Release 3.8 — Order Archival & Housekeeping¶

Orders¶

Stale order detection — automatically identify orders that have been open longer than the configured threshold
Bulk archive stale orders to keep the Orders and Dispatch pages clean
Safe archive UX — archived orders moved to a separate view with visual indicators
Type-to-confirm delete — orders can only be deleted from the archived view with a confirmation step
Restore archived orders back to active status

Email¶

Improved email delivery reliability with a secondary delivery channel and per-account configuration

Release 3.7 — Container Tracking & Alerts¶

Container Tracking¶

Real-time container tracking across three terminal sources: CN Rail, Termont (Port of Montreal), and MGT (Racine/Cast)
Automatic updates every 10 minutes from all terminal sources
Tracking modal with color-coded headers — green for ready to pick up, blue for in transit, red for holds
Auto-populate order fields from terminal data — seal number, weight, steamship line, container size, and customs status
Container number trimming — automatically strip whitespace from container numbers
Pipeline health dashboard showing submitted vs. found container counts per terminal

Container Alerts¶

Alerts Dashboard with summary cards for Pickup Ready, Customs Released, LFD Approaching, and Departed
Upcoming Last Free Days table with color-coded urgency rows (red = expired, yellow = 1-2 days)
Integration Health cards — green/red border indicating whether terminal data is fresh or stale
Daily digest email summarizing all new tracking alerts
Email subscriptions — choose which alert types to receive
Suppress stale container alerts for containers no longer being tracked

Dispatch¶

Add inbound container status filter options
New container statuses: Empty at Eco, Full at Eco
Display vessel cutoff date on the Dispatch page

Release 3.6 — Garage Module¶

Garage Addon (Pro Module)¶

Complete fleet and vehicle management system
Dashboard with vehicle overview, upcoming maintenance, and service history
Canned jobs — pre-defined service templates for common maintenance tasks
CSV import for bulk vehicle data migration
VIN decoder — automatically populate vehicle details from VIN
Invoice email with PDF attachment and company logo
Tax management with per-line taxable toggles
License plate search across the fleet

Release 3.5 — Order Duplication Enhancements¶

Orders¶

Enhanced order duplication with selectable fields — choose which fields to copy (pickup number, drivers, equipment, container status)
Quantity selector for bulk duplication (1-100 copies)
Duplication modal shows which fields will and will not be copied
Automatic redirect to filtered view after duplication

Release 3.4 — Audit Trail System¶

Audit¶

Reusable audit trail for all major modules — view history for orders, equipment, container sizes, checks, and more
History modal accessible from listing pages with a single click
Enhanced tag handling in audit history

Release 3.3 — Container Status Management¶

Dispatch¶

New container status management interface
Custom container statuses for container transfers
Modernized layout for container status configuration

Release 3.2 — Reports & Invoicing¶

Reports¶

Aged Receivables report — Performance AR (operational, 12-month view) and Standard AR (GAAP-compliant snapshot)
QuickBooks invoice export for accounting integration

Invoices¶

Invoice discrepancies feature to identify payment mismatches
Track appointment and completed dates on invoices
Due on Receipt invoice term option
Recover deleted invoices via Super User Dashboard

Orders¶

"From Email" filter on the Orders page
New terminal filters: CP, Racine, Cast

Release 3.1 — User Feedback & Quality of Life¶

General¶

User feedback modal — submit feedback directly from the app with automatic browser metadata capture
Equipment re-enable restriction — only the person who disabled equipment can re-enable it

Version 2.x¶

Version 2 — Foundation Releases

Version 2 established the core UTX Freight platform with the features below.

Orders¶

Magic Link — send drivers a link to auto-login and see their assigned Work Orders
Order duplication with P/O grouping
Confirmation dialogs before destructive actions (delete, reset)
CSV export for open orders
Inline edit for Purchase Order, Container Size, Steamship Line, and Terminal
Normalize and validate container numbers
Add last free day and pickup number to the Import orders listing
Configurable archive cutoff date to improve page performance

Dispatch¶

Combined filters — ETA, Delivery date, Terminal, container status, and text search
Driver link displays the driver name when copying
Pickup Number on the Dispatch page
Port of Montreal bulk update modal
Last Free Date (LFD) filter with date range, No Date, and Any Date options

Track and Trace¶

CN Rail Track'n Trace scheduler and modal on the Dispatch page
Port of Montreal container tracking (Termont 68 and Viau 52)
Container movement history and Destination ETA tracking
Last Free Date for CN tracking
CN Terminal filter on the Order and Dispatch pages

Invoices¶

Clean invoice template optimized to fit more information on a single page
Automatically include the PO# in the invoice email subject
Highlight active companies when creating invoices

Equipment¶

Sub types: Chassis, Trailers, and Trucks
Search, pagination, and filters — Inspection Due, Past Due, by type
Export to CSV and Enable/Disable from the listing page
Color-coded availability status (Inspection, Mechanical, Assignment, Active)
Quick view of Equipment list on the Orders page
Show only active equipment when assigning to orders

Tagging¶

Default tags per customer — automatically applied to new orders
Mandatory tagging option for all orders

Reports¶

Income by Shipper and Income by Customer with totals

Customers¶

Standardized address book with all Canada/US provinces and states

Statements¶

Remove disabled companies from reporting

Pro Modules¶

SMS Addon — send Magic Link via SMS to drivers
Warehouse Addon