Summary

Version 2.1.0 continues the expansion of Allotrac.io as a connected transport operations platform.
Key outcomes include:

• Courier Mode for high-volume pickup and delivery operations.
• Interactive geographical Zone Management.
• Automatic zone resolution for contact addresses.
• Project sharing across connected Allotrac.io sites.
• Mobile and tablet support for the Allocation screen.
• Improved planning, selection, grouping and driver assignment.
• Expanded Driver App job information.
• Contact, Job Subtype and Item-based workflow forms.
• Improved invoice visibility, filtering and exports.
• ABN and ACN support for Contacts.
• Enhanced accounting integration reliability.
• Improved Custom Field and Job Template workflows.
• More accurate Job History and document versioning.
• Reorganised Operational Preferences.
• Improved reporting, permissions and overall platform stability.

Availability of some features depends on site configuration, subscription tier, user permissions and connected integrations.

Courier Mode

Courier Mode introduces a high-volume pickup and delivery workflow for vehicles operating with multiple jobs simultaneously.

When Courier Mode is enabled: 

• Jobs allocated to the vehicle are automatically grouped.
• Allocators do not need to manually create courier job groups.
• Newly allocated jobs automatically join the vehicle’s courier workload.
• Existing non-courier vehicles continue operating normally.

Courier Mode can be enabled independently for each vehicle.

Drivers receive an enhanced roadmap experience that separates pickups and deliveries while preserving the existing Allotrac.io grouped-job workflow.

Courier deliveries are progressively unlocked as their associated pickups are completed.
This ensures drivers can clearly distinguish:

• Pickups awaiting collection
• Completed pickups
• Deliveries ready for execution
• Deliveries that remain dependent on incomplete pickups

Drivers can select completed pickups and use the new Deliver to Depot workflow.
The driver can choose an applicable contact and depot address before creating the depot delivery movement.

Courier workflows also support shared vehicles and connected Allotrac.io sites.
This enables carrier partners to participate in courier-style operations while preserving connected-site permissions and operational separation.

Why This Matters

• Reduced Manual Grouping - Allocators no longer need to manually group every job assigned to a courier vehicle.

• Improved Driver Visibility - Drivers can quickly understand which pickups remain outstanding and which deliveries are ready to complete.

• High-Volume Operational Support - Courier Mode provides a scalable workflow for vehicles carrying many consignments across multiple pickup and delivery locations.

• Consistent Allocation Integration - Courier work remains visible and manageable through the standard Allotrac.io Allocation screen.

Geographical Zones - Zone Management

A new Zone Management screen is available under Configure in Allotrac.io.

Users can:

• Create zones
• Draw zone boundaries on a map
• Edit existing zones
• Delete zones
• View configured zones
• Control zone visibility

Administrators can create Zone Types to classify geographical areas according to their operational purpose.

Example zone types may include:

• Service areas
• Delivery regions
• Pricing zones
• Operational territories
• Depot regions

The zone model supports:

• Individual zones
• Nested zones
• Parent and child zones
• Overlapping zones

When one zone is created completely inside another zone, Allotrac.io can recognise the geographical hierarchy.

When a contact address is created or updated, Allotrac.io can determine which configured zones contain that address.

If the address matches multiple overlapping zones, the user can select the most applicable zone.

Geofence Improvements

Geofence management and driver-location behaviour have also been improved.

This includes:

• Displaying complete geofence lists beyond the previous record limit.
• Preventing saved geofence changes from being unexpectedly reset.
• Improved zone and geofence filtering.
• More reliable location matching.
• Correct separation between notification and location geofences.

Correct Driver Auto-Arrival Behaviour

The Driver App now uses the inner Location Geofence to determine arrival.

Crossing the wider Notification Geofence can still trigger approach notifications, but it no longer advances the driver to the Arrived At stage prematurely.

Why This Matters

• Better Territory Management - Businesses can visually define and manage operational service areas.

• Improved Dispatch Decisions - Allocators can understand which operational zone applies to each contact address.

• Support for Future Pricing and Automation - Zones establish the foundation for regional pricing, automatic assignment and location-based operational rules.

• More Accurate Driver Workflows - Drivers are no longer marked as arrived while they are still outside the actual location boundary.

Connected Projects - Project Sharing Across Connected Sites

Projects can now be shared with connected Allotrac.io tenants.

The receiving site can:

• View permitted Project information
• Release jobs from the shared Project
• Allocate released work
• Execute the jobs operationally
• Synchronise permitted updates with the originating site

Jobs released by the receiving site remain associated with the originating Project. This provides both parties with visibility of the operational work generated from the shared Project.

Project collaboration respects the permissions configured between connected sites.
These permissions control:

• Whether Projects can be shared
• Whether the receiving site can release jobs
• Which Project information is visible
• Which job information is shared
• Which updates synchronise between sites

Project sharing now includes improved handling of:

• Billable contact mappings
• Payment types
• COD-related invoicing
• Cost of Service
• Impediments
• Shared Project job releases

A broad range of shared-job behaviours has been improved, including:

• Job status synchronisation
• Shared vehicle status updates
• Grouped-job allocation
• Job reordering
• Shared-job cancellation
• Duplicate prevention
• Vehicle drag-and-drop behaviour
• Parent and child site lifecycle updates

Carrier sites can access applicable job-listing functionality for work received through connected-site relationships. Receiving sites can also use supported pre-load workflows for shared work.

Why This Matters

• Reduced Duplicate Data Entry - Connected companies can release work from the same shared Project without manually recreating Project information.

• Better Long-Term Collaboration - Projects provide a scalable structure for recurring work between shippers, transport companies and carrier partners.

• Improved Billing Consistency - Mapped contacts, payment types and Project billing information are handled more consistently across connected sites.

• Stronger Operational Visibility - Both businesses retain visibility of shared work while continuing to operate within their own tenant environments.

Allocation - Mobile, Tablet and Planning Improvements

Mobile and Tablet Allocation

The Allocation screen is now responsive and operational across supported mobile phones and tablets.

Users can perform core allocation activities including:

• Viewing jobs, runs, vehicles and drivers
• Allocating and unallocating work
• Managing runs
• Moving jobs between vehicles
• Working with connected sites
• Applying filters and searches
• Accessing allocation actions and context menus

Consistent Selection Behaviour

Selection and multi-selection behaviour has been standardised across desktop and touch devices.

This includes:

• Single selection
• Multi-selection
• Range selection
• Dragging multiple selected items
• Context-menu actions
• Touch-friendly selection behaviour

Planning Screen Allocation

Jobs can now be allocated to vehicles directly from the Planning screen.

• Confirming and unconfirming work
• Selecting vehicles
• Assigning grouped jobs
• Cost and chargeable-unit calculations

Multiple Vehicle Selection

When releasing work from a Project, users can select multiple vehicles where applicable. This reduces the number of repeated actions required when releasing and allocating larger Project workloads.

Driver assignment now supports:

• Assignment across multiple shift dates
• Date ranges
• Licence-class filters
• Driver labels
• Shift-template eligibility
• Larger driver result lists
• Improved assignment and unassignment handling

Grouped Job Improvements

Grouped jobs now provide clearer visual identifiers for different job types.

Supported identifiers include:

• Pickup
• Delivery
• Pickup Only
• Delivery Only
• Hourly

Grouped jobs can also be collapsed to reduce visual clutter on the Allocation screen.

Improved Job Information

Allocation job information now includes the human-readable Job Serial.

Multi-leg and subcontractor indicators have also been repositioned so that both remain visible when present on the same job tile.

Rollover Preferences

Administrators can configure whether Rollover should be enabled or disabled by default when creating new Jobs and Projects.

Users can still override this value for individual records.

Why This Matters

• Allocation Anywhere - Dispatchers can manage operational work from tablets and smaller devices without losing core Allocation functionality.

• Faster Bulk Operations - Improved selection, grouping and multi-vehicle release reduce repetitive allocation work.

• Better Driver Matching - New filters make it easier to find drivers who meet the required shift, date and licence criteria.

• Clearer Operational Information - Improved job identifiers and grouped-job labels help allocators understand work at a glance.

Driver App & Workflow Forms - Driver Experience and Dynamic Workflows

Expanded Job Information

The Driver App Job Information screen can now display additional operational information, including:

• Job Serial
• Job Subtype
• Custom Field Groups
• Job Custom Fields
• Payment Type
• Job Labels
• Fleet
• Shift
• Carrier information

Contact-Based Forms

Forms can now be associated with contacts and presented automatically during a job workflow.

This allows different forms to be displayed according to the pickup or delivery contact involved in the job.

Job Subtype Forms

Multiple forms can be associated with a Job Subtype.

When the workflow reaches the relevant form stage, the Driver App displays the forms configured for that subtype in the appropriate sequence.

Item-Based Workflow Forms

Item configuration can now participate in dynamic job workflows.

This provides more flexibility when form requirements depend on the products or items being transported.

PDF Form Uploads

Form media fields now support PDF documents in addition to existing media formats.

Multi-Leg Job Improvements

Drivers with the applicable permission can create additional multi-leg stops from the PWA.

Multi-leg job creation also includes improved depot selection and offline support.

Driver Workflow Reliability

This release resolves several Driver App workflow issues involving:

• Consecutive pickups and deliveries
• Grouped-job navigation
• Pickup and delivery address refreshes
• Pre-load prompts
• Loading and unloading screen layouts
• Shift continuation
• Browser reconnection
• Offline driver access
• POP/POD signing and submission
• Custom impediments
• Date and time formatting

Why This Matters

• More Information for Drivers - Drivers can access the operational details they need without contacting the allocation team.

• More Flexible Compliance Workflows - Forms can be selected dynamically using the job’s contact, subtype or item configuration.

• Improved Mobile Reliability - Navigation, offline behaviour and shift continuation are more dependable during day-to-day operations.

• Better Proof-of-Work Handling - Proof-of-pickup and proof-of-delivery documents and signatures are handled more reliably.

Finance & Reporting

Finance, Accounting and Operational Reporting

Date Range Filtering

Invoice Approval and Job listings now support advanced date filtering.

Available conditions include:

• In Range
• Equals
• Not Equal
• Before
• After

Invoice Information on Jobs

The View Jobs screen now includes:

• Invoice Number
• Invoice Status
• Total Price

These fields are also included in supported exports.

Improved Invoice Approval

Invoice Approval now includes:

• Job Serial searching and filtering
• More reliable client filters
• Special-character searching
• Better handling of combined grid filters
• Improved visibility of matching records

Project Reporting Fields

Project listings can now display:

• Products
• Total Mass
• Total Volume
• Custom Field columns

These columns can participate in existing grid configuration and filtering behaviour.

Item Cost and Quantity Visibility

Item grids now provide:

• Cost Subtotal
• Ordered Quantity
• Loaded Quantity
• Delivered Quantity

Each quantity is displayed independently to provide clearer operational and commercial reporting.

ABN and ACN Contact Fields

Contact records now support:

• ABN — Australian Business Number
• ACN — Australian Company Number

ABN values can synchronise from supported Xero and MYOB contact records.

Manually maintained ACN values remain independent from accounting synchronisation.

Accounting Integration Improvements

This release improves:

• Xero item synchronisation
• Xero invoice descriptions
• Payment synchronisation for custom invoices
• MYOB and Xero item imports
• Handling of items without product names
• Space Invoices document processing
• Invoice synchronisation payload sizes
• Price-list filtering and preferences

Invoice Consolidation Improvements

Invoice consolidation now respects the configured site region and local time.

Duplicated jobs also follow the correct consolidation rules for contacts using ordered invoiceable quantities.

Why This Matters

• Better Operational Finance Visibility - Dispatch and operations teams can access invoice and pricing information without moving between multiple modules.

• Faster Financial Review - Date ranges, client filters and Job Serial searching make it easier to identify the required invoice records.

• Improved Data Quality - More reliable accounting synchronisation reduces incomplete items, missing descriptions and incorrect payment states.

• Australian Business Information - ABN and ACN fields provide a consistent location for maintaining customer business identifiers.

Configuration and Data Management - Forms, Custom Fields & Job History

Item Custom Fields

The Add Item experience now includes a Custom Fields area.

Users can:

• Select an Item Custom Field Group
• Enter associated custom-field values
• Save custom information against an Item
• View and update existing Item custom-field values

Custom-field improvements include:

• Multi-line text wrapping
• Consistent date and time formatting
• Correct Date, Time and Date-Time input types
• Improved Enumerated-value presentation
• Better spacing and layout
• More consistent behaviour across the web app and Driver App

Custom Field Template entity types are locked after creation. Deleted Custom Field Templates are also removed from applicable attached entities to prevent obsolete fields from remaining in active configuration.

Job Template Improvements

Job templates can now be located using:

• Template Name
• Billable Contact

Contacts can be associated with applicable Job Templates, allowing users to quickly apply the correct template when creating work for that customer.

Improved Job History

Job version history now more accurately records:

• Item additions and removals
• Quantity changes
• Price changes
• Stop changes
• Driver-entered information
• Document additions and removals

Routine Driver App status transitions no longer create unnecessary versions.

Historical job documents are retained as part of version history.

Why This Matters

• More Flexible Data Capture - Businesses can capture operational information specific to Items, Contacts, Job Subtypes and Jobs.

• Faster Job Creation - Billable-contact template filtering makes it easier to locate and apply the correct Job Template.

• More Reliable Audit History - Job history now provides a clearer record of meaningful operational and document changes.

Administration & Platform Improvements - Site Configuration and Operational Stability

Operational Preferences

Site Settings now includes an Operational Preferences area.

Settings are grouped according to their workflow, including:

• PWA and shifts
• Allocation
• Job creation
• Project creation
• Default Rollover behaviour
• Item search behaviour

This makes operational configuration easier to understand and maintain.

Logged Events Reporting

Analyze → Logged Events now provides improved event categorisation and more relevant grid information.

Users can review events according to what they relate to, such as:

• Jobs
• Forms
• Documents
• Shifts
• Users

The displayed information adapts according to the selected event category.

Grid and Export Improvements

Grid functionality has been standardised across more areas of the platform.

Improvements include:

• Consistent context menus
• CSV and spreadsheet exports
• Special-character searching
• Better handling of blank custom-field values
• Improved date filters
• More stable saved preferences

Permissions and User Management

This release improves:

• User invitation handling
• System-user group assignment
• View-only user-group behaviour
• Driver and Single Job Driver restrictions
• Connected-site allocation permissions
• Subscription validation involving Shift Templates
• Tier-based Project and Zone access

Notification Delivery

Email and in-app notification delivery has been improved for configured recipient groups.

Flagged form-submission notifications also include and distribute linked forms more reliably.

Platform Reliability

Version 2.1.0 resolves a broad range of operational issues involving:

• Project job release and vehicle assignment
• Job and run allocation
• Shared-job duplication
• Shared-job cancellation
• Connected-site lifecycle synchronisation
• Vehicle and driver updates
• Shift rollover
• Odometer capture
• Geofence persistence
• Yard filtering and sorting
• Contact and depot updates
• Marketplace rendering
• Plugin configuration
• Large integration payloads
• Real-time data refreshes

Planning, Platform & Operational Improvements

In addition to the major capabilities introduced above, Version 2.1.0 includes extensive improvements across planning, allocation, connected-site collaboration, finance, mobile workflows, forms, custom fields, reporting and operational stability.

Numerous workflow refinements, validation improvements and defect resolutions have been delivered to make daily operations more consistent across dispatch, driver, finance and administration experiences.

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