Changelog
El informe PROgress
Conoce nuestras mejoras y novedades más recientes.
6/2/2026One-Stop Unit Swaps
When a customer needs the old unit gone and a fresh one dropped in its place, that swap used to take two separate work orders. Now it’s one.
★ One stop instead of two — Pickup and drop-off bundle into a single Exchange work order, so your driver makes one trip to the site, not two.
★ Cleaner route sheets — Two stops at the same address no longer pad the day’s run.
★ Billing stays clean — The fresh unit takes over the contract line so the customer’s bill keeps rolling without a blip.
★ One click on Order Entry — Pick Exchange from the Order Launcher; no more building a pickup and a drop-off back to back.
Same swap your team has always done — with half the busy work and a tidier route to show for it.
6/1/2026Faster Quoting, Protected Routes
A few quiet wins today on the parts of the day that add up — more room on quick quotes, smarter defaults on trailer event bookings, and a way to lock down a route once your dispatcher has it tuned.
★ Bigger quick quotes — The Quick Sale wizard now fits up to 12 different unit types in a single quote, double what it held before. Mix standards, ADA, hand wash, sinks, and trailers without splitting the job into two orders.
★ Smarter trailer event dates — When you’re quoting a restroom trailer for an event, the wizard now picks sensible default delivery and pickup dates, so you confirm instead of starting from blank fields.
★ Lock a route once it’s set — Hand-built tomorrow’s route around a new account you just signed? Toggle Lock Route on, and the next auto-sync will skip it. Your dispatcher’s work stays exactly how they left it.
Three small touches that take seconds off the orders and routes you build a hundred times this month.
5/22/2026Real Route Times and Truck Miles, Even Offline
When a driver heads out at 7:15 and gets back at 4:30, those numbers shouldn't live on a clipboard in the truck. The Offline Driver Dashboard now captures route start and stop times along with vehicle miles — even when your driver has no cell signal.
✔️ Start and Stop the Route from the dashboard — Your driver taps in the time and odometer when they head out, and again when they're back at the yard.
✔️ Real miles, not estimates — Odometer readings flow into the vehicle's mileage history, so your truck records match what's on the road.
✔️ Works offline, syncs later — Times and miles save on the phone if there's no signal, then sync on the next connection.
✔️ Spot slow routes early — Compare actual route times against what you expected, and rebalance loads before they become tomorrow's problem.
Better records on what your drivers and trucks are actually doing — without adding a phone call. Reach out to your account rep to turn it on.
5/21/2026Distance and Map, Right on the Quote
Quoting a job 35 miles out shouldn't feel the same as quoting one 5 miles down the road — but without the distance in front of you, it's easy to under-bill the long hauls. Two updates this week put location and distance right where you need them.
✔️ Distance on every quote — As you build a new order, you see the miles from your depot to the job site, so you can price delivery and fuel correctly the first time.
✔️ Quote Distance tab on the order — Open any sales order to see the calculated route, so you can revisit the math before confirming the job.
✔️ View on Map button — One click on a sales order opens a map view of the job location, so dispatchers and sales reps can confirm "yes, that's the right spot" without leaving PRO.
✔️ Catch long-haul jobs early — Spot the jobs that need a delivery surcharge before they go out the door at standard rates.
Fewer underpriced jobs, fewer "wait, where is this exactly?" delays, and cleaner pricing decisions from quote to delivery.
5/20/2026California Tax Compliance, Built In
If you rent in California — or any state that taxes rentals and services differently — PRO now splits the two automatically, so there’s no more juggling line items at billing time to keep your taxes right.
✔️ Separate rental and service pricing — Your unit rental and your service stops are priced and taxed independently.
✔️ Right tax on every invoice — Your state’s rules apply to each portion, so what you bill matches what the auditor expects.
✔️ One quote, clean math — Customers still see a single, simple total; the split runs behind the scenes.
✔️ No more manual workarounds — Skip the parallel spreadsheet for tax-split states.
Less time fighting state tax rules, more time running routes. If you operate in California — or want this turned on for another state with similar rules — reach out to your account rep to enable it.
5/19/2026Right Invoice, Right Person, Every Time
Multi-location customers can be a billing headache — different jobsites, different decision-makers, different accounts-payable contacts. Three updates this week make sure each invoice lands in the right inbox the first time.
✔️ Multiple contacts on a lead — Attach decision-makers, foremen, and accounts-payable contacts to a single CRM lead, so the right person hears from you at the right stage.
✔️ Dedicated billing contact per site — Each site location can now carry its own billing contact. Perfect for customers with separate accounts payable for different jobsites.
✔️ Auto-sent invoices follow the site — When an invoice goes out automatically, it routes to that site’s billing contact — no manual lookups, no misrouted bills.
✔️ Wider invoice copy list — Invoices now copy a broader set of relevant contacts (site billing, customer billing, follow-ups), so the right hands always have it.
Fewer “we never got the invoice” calls means faster payment and less back-and-forth.
5/12/2026A Faster Dispatching Hub
When the orders stack up and the routes fill in, your dispatcher shouldn’t be jumping between five screens. Three updates this week put the dispatch tools they need in one place.
✔️ Dispatching Launcher — One screen to start a new pickup, relocation, or drop-off, or to run mass actions across today’s and tomorrow’s routes. No more menu hunting.
✔️ Recommend a Route from a work order — Open a work order, hit Recommend Route, and pick from a ranked list of the closest routes that day. One more click assigns the stop in the right order with the right scheduled time.
✔️ Mass update and optimize with a recap — Run an update or optimize across today’s or tomorrow’s routes at once. You get a report back showing which routes changed, how many stops moved, and how much driving was saved.
✔️ On-Call orders without a contract — A new On-Call frequency for one-time jobs. Skip the recurring schedule and contract paperwork — just take the order, run the work, and bill.
Less hopping between screens, faster decisions, more time on the calls that grow your business.
5/11/2026Smarter Route Planning on the Map
Building a good route should feel like moving puzzle pieces, not editing a spreadsheet. Five updates this week make the map view of routes faster, more visual, and easier to fine-tune.
✔️ Drag-and-drop reorder — Pop out a route from the map, drag stops into the order you want, and save. No reopening forms, no fighting with sequence numbers.
✔️ Optimize selected stops — Highlight a handful of stops on the map and reorder just those — leave the rest of the route alone.
✔️ Bulk optimize routes — Select multiple static or scheduled routes in the list and optimize all of them in one click.
✔️ Today’s & Tomorrow’s Routes maps — Two new map views show exactly what’s running today and what’s being built for tomorrow, no extra filtering.
✔️ Tight time-window alert — Stops with a 4-hour or shorter window now light up red on the Work Order Details, so your dispatcher knows where the schedule pressure is.
Tighter routes mean lower fuel costs, fewer late stops, and more revenue from the same fleet.
5/5/2026Every Sales Order on a Contract, In One Click
Contracts grow over time. New units, frequency changes, pickups — each one creates its own sales order. Now you can see every one of them in a single click.
✔️ Sales Orders button on every contract — Opens a list of every sale order that touched this contract, from the original quote to every change since.
✔️ Add-ons, changes, and pickups together — Initial order, add-on orders, frequency changes, and final pickups all visible in one place.
✔️ Archived lines included too — Prorated lines and credits from past changes still show up, so you never lose the trail.
✔️ Faster answers for your customers — When someone asks "what am I paying for again?", the full history is one click away.
A small button that gives you the complete story behind every contract.
5/4/2026Faster Repeat Orders & Clearer Customer Records
Adding new service for an existing customer shouldn't take five minutes of clicking and re-typing what you already know. Three improvements this week make order entry quicker and put the right contacts in front of you.
✔️ One-click order from a site — A new Create Standard Sale Order button on each site location starts a fresh quote with the customer, address, and pricing already filled in. Saves time on every repeat job.
✔️ Contacts visible on every order — Sale orders now show your billing contact, on-site contact, and notification contact right on the form. Confirm the right people get the right emails before you confirm the order.
✔️ County captured on every address — Customer and site addresses now include a county field, useful for tax accuracy and regional reporting.
Small touches that add up to fewer clicks, fewer mistakes, and more time selling.
ReleasePRO 2.0: NOW AVAILABLE
PRO 2.0: SMARTER, FASTER, MORE STREAMLINED
PRO 2.0 está aquí—ofreciendo toda la potencia de PRO Enterprise con una experiencia aún más fluida. Las funciones en las que confías, incluyendo marketing por correo electrónico, edición web y contabilidad, ahora cuentan con un flujo de trabajo más intuitivo para rentas.
✅ Easier Rental Setups – Start, manage, and complete rentals seamlessly
✅ All-in-One Dispatching – Handle everything from one main screen
✅ Same PRO Power, Now Even Better
Stay ahead with the most user-friendly and efficient version of PRO yet.
3/1/2026Online Quote Signing & Payment Authorization
Your customers can now review, sign, and set up payment — all from one online portal link. No paper forms, no back-and-forth.
✔️ Review quotes online — Customers see line items, pricing, service address, and totals
✔️ Enter payment securely — Credit card or ACH (bank account) with instant $0.00 verification
✔️ Use saved payment methods — Returning customers select a card or account already on file
✔️ Choose Autopay or Check by Mail — Autopay charges automatically on billing date; Check by Mail keeps a card on file as backup if account goes 30+ days past due
✔️ Accept the rental agreement — Terms presented in a scrollable box with a required checkbox
✔️ Sign electronically — Draw a signature on screen, works on phones and tablets too
Once signed, a professional PDF is generated with the full quote, rental agreement, redacted payment details, and customer signature.
4/17/2025AI-Powered CRM Lead Generation & Outreach Automation
We’ve just supercharged your CRM with powerful AI capabilities — built to simplify your lead-to-sale process from start to finish.
With our AI-enabled CRM, you can now:
- Define your ideal lead criteria — industry, location, company size, revenue range, and more.
- Let the AI search for leads across publicly available sources based on your input.
- Get instant analysis on each lead, including a revenue potential estimate and a breakdown of why it’s a match.
- Automatically feed leads into your CRM for your team to review and qualify.
- Set contact cadence and messaging for qualified leads — tell the AI what to say and how often to reach out.
- Automate the entire process from discovery to nurturing, all within your CRM.
It’s like having a dedicated sales assistant who never sleeps — and never misses a follow-up.
Ready to streamline your sales pipeline? Try out the new CRM tools today inside PRO Enterprise.
4/9/2025Business Valuation Report
Curious what your business is worth? Now you can find out—right inside PRO.
The new Business Valuation Report uses your accounting data (plus any added expense info) to give you a snapshot of your company’s estimated value.
Whether you’re planning for growth, investment, or just curious, this tool gives you real insight into the financial strength of your operation.
3/18/2025Text-Only Driver Interface
Drivers can now interact with PRO using simple text message commands—no app or login required. Whether they’re using a flip phone or a smartphone, your team can:
✔️ Close work orders
✔️ Get real-time route updates
✔️ Access key job info
✔️ Communicate with the office
This makes it even easier for your drivers to stay on track with less screen time and zero friction. Fast, reliable, and available on any phone with texting.
02/28/2025Final Pickup Wizard
Estamos encantados de anunciar el lanzamiento de nuestro Asistente de Recolección Final, una poderosa nueva función que optimiza tus procesos al finalizar contratos..
Cuando la actividad en una orden de trabajo (OT) sea "Recolección Final" y se marque como completada, el sistema automáticamente realizará las siguientes acciones cuando el CRON se ejecute (cada 3-4 horas):
- Eliminar todo el inventario – Ya no tendrás que rastrear o eliminar artículos manualmente.
- Eliminar la ubicación del sitio de las rutas estáticas – Actualiza automáticamente las rutas para garantizar eficiencia.
- Finalizar líneas de contrato – Cierra contratos de manera sencilla y precisa.
Esta actualización simplifica significativamente el proceso de recolección final, asegurando flujos de trabajo más eficientes y precisos. Como siempre, estamos comprometidos con mejorar PRO para hacer tus operaciones más fáciles y optimizadas.
2/25/2025Customer Portal Update
There is now an update to the Customer Portal.
What's New?
Your customers can still log in to view invoices and make payments, but now they can also:
★ Request cleaning services
★ Schedule unit pickups
★ Start a new rental
★ And more
This update makes it easier than ever for your customers to manage their services directly through the portal.
2/24/2025Increase Price Tool
¡Actualizar los precios de tus contratos ahora es más fácil que nunca! Nuestra nueva Herramienta de Incremento de Precios te permite:
✔ Select contract lines for price updates
✔ Choose a flat amount or percentage increase
✔ Actualizar todas las líneas seleccionadas en un solo paso
🔹 Importante: Todas las líneas seleccionadas deben corresponder al mismo producto. De lo contrario, el sistema te pedirá refinar tu selección.
2/12/2025Offline Driver Dashboard
¿Sin internet? ¡Sin problema! Nuestro nuevo Panel para Conductores Sin Conexión permite que tus conductores sigan trabajando sin interrupciones, incluso en zonas remotas con poca o ninguna señal celular.
✔ Descarga rutas antes de salir
✔ Cierra órdenes de trabajo, registra tiempos de servicio y agrega notas
✔ Sincroniza automáticamente al recuperar conexión WiFi
🔹 Funciona directamente en PRO—¡no requiere aplicación especial ni tarjeta SIM adicional!
2/12/2025Late Fees Simplified
¿Gestionando facturas vencidas? Hemos añadido una nueva opción llamada Cargo Mensual Simple por Mora sobre Saldo Residual para aplicar cargos por mora de manera más justa y sencilla.
🔹 How It Works:
✅ Aplica un porcentaje fijo sobre el saldo residual vencido, una vez al mes.
✅ Excluye facturas anteriores con cargos por mora del saldo residual.
✅ No aplica cargos retroactivos a meses anteriores.
✅ Evita cargos excesivos acumulados—los cargos solo se aplican al saldo actual vencido.
Why It's Helpful:
✔ Fácil de calcular y sencillo de entender para los clientes.
✔ Evita que los cargos por mora se acumulen excesivamente.
✔ Reduce complejidad al no aplicar cargos retroactivos.
¡Esta actualización mantiene tu facturación justa, predecible y fácil de administrar!
2/8/2025Driver Notifications
Keeping drivers informed just got easier. With our new Driver Notification feature, drivers will receive an alert when changes are made to their scheduled routes — but only after they've already started their route.
🔹 How It Works:
- Si se agrega o elimina una orden de trabajo en una ruta activa, el conductor recibirá una notificación.
- No habrá alertas innecesarias antes de iniciar la ruta—solo actualizaciones relevantes durante el trayecto
- Los conductores siempre estarán al día con ajustes de último minuto.
Esta función mejora la comunicación y reduce la confusión para tu equipo en movimiento.
1/20/2025Advanced Mapping Tools
Hemos mejorado nuestro Módulo Avanzado de Mapeo para optimizar la planificación de rutas y la gestión de ubicaciones:
✔ Interactive Map Views – Switch between map and satellite modes
✔ Marcadores inteligentes de ubicación – Rastrea depósitos, sitios de descarga y puntos de servicio.
✔ Optimización mejorada de rutas – Rutas optimizadas con un solo clic y navegación paso a paso.
✔ Herramientas de dibujo de polígonos – Crea y administra zonas de servicio directamente en el mapa.
✔ Integración con Google Street View – Verifica ubicaciones antes del despacho.
¡Estas actualizaciones te ayudan a ahorrar tiempo, reducir costos y mejorar la eficiencia operativa!
6/18/2024Collection Log Feature
Lleva un seguimiento fácil de los intentos de cobro con nuestra nueva pestaña de Notas de Cobranza, ahora ubicada al final de la vista del formulario del cliente.
✔ Registra notas detalladas de cobranza sin tener que buscar en el historial de mensajes
✔ Las notas incluyen fecha, hora y usuario que realizó el registro
✔ Asegúrate de que los cobradores estén correctamente asignados en sus perfiles de usuario
Esta función facilita más que nunca el seguimiento de pagos pendientes y te ayuda a mantenerte organizado.
6/1/2024Failsafe Access for Admins
En caso de que una empresa desactive accidentalmente a todos sus usuarios, PRO Software cuenta con un mecanismo integrado que garantiza acceso continuo:
Reactivación automática del usuario de mayor nivel
Si todos los usuarios están desactivados, el sistema reactivará automáticamente al usuario con mayor nivel dentro de la empresa. .
Este usuario puede iniciar sesión y reactivar manualmente a otros usuarios según sea necesario
If further assistance is required, the company's designated administrator may contact PRO Software Support for help.