Updated notifications for task-based orders to remove the store name when there is no store for the order.
Orders
Updated technician conflict messaging when scheduling a technician on an order.
Updated customer information requirements on task-based orders to allow for more flexibility.
Special Requests can now be configured as a retailer property.
Map view of the route history is now available in order summary.
Products
Added assembly history to product screens in the products module.
Projects/Tasks
Tasks Module
Task Builder
Create new tasks/task steps/questions
Edit existing task/task steps/questions
Technicians
Display email verification status of technician accounts.
Users are now able to change a technician's role.
What's Fixed
Orders
Fixed an issue where task list was not populating when editing/viewing an existing order.
Order customer will no longer display under order resources.
Fixed an issue where the lead technician icon was not being displayed under order resources.
Fixed an issue where users were unable to schedule a time for an order without selecting a technician.
When changing the scheduled time for an order, all assigned technicians will be removed and will need to be re-added to check for scheduling conflicts with the new time.
Category Totals now showing the correct total on Order Summary.
Various UI Enhancements
Products
Fixed an issue where bulk edit of pricing was causing an error when many updates were being performed.
Fixed an issue where users were unable to change the maximum quantity for a fee.
Added validation to the fee quantity field.
Fixed an issue where users were unable to create new categories.
Performance improvements when creating a new category.
Fixed an issue where pricing shows an incorrect value for some price levels until the field is refreshed.
Carter Mobile
What's New
General
Barcode Scanner: Users with appropriate permission will now be able to scan NAI Barcodes and view an item's assembly and repair history.
Feedback Form has been renamed to 'Get App Support'
My Work Day
Special Requests can now be hidden based on retailer properties.
What's Fixed
My Work Day
Fixed an issue where item compensation was showing as null on the worksheet for salaried employees.
Fixed an issue where users received a 'NOT FOUND' error when trying to remove an item from the worksheet.
Product name will now correctly display when starting a repair on an item that was selected by searching manually.
Fixed an issue where users were unable to clear repair remarks when saving a repair.
Fixed an issue where scanning repair barcodes would occasionally return the error 'An error occurred while scanning QR code.'
Tasks no longer display on the worksheet for future orders after they have been deleted from the template.
Fixed an issue where question answers are removed from an order summary if they are deleted from the questionnaire for future orders.
Notifications
Read messages will no longer reappear as unread after the inbox is refreshed.
Fixed an issue where users could not reach the bottom of the notification list in the inbox if they had a large number of messages
November 13, 2025 - Carter 2.15.3
Carter Web
General
Fixed UI errors when creating new Contacts, Stores and Users.
Batch Import error information updated.
Orders
Fixed an issue where the first technician added to a task-based order was not being marked as a lead technician when the order was set to use lead technicians.
Fixed an issue with the scheduled date filter on the orders table causing it to show results from the previous day.
Various UI improvements.
Fixed an issue where users experienced an error when changing the store for an existing order.
Products
Bulk update to product compensation and price.
Technicians
Closing the technician modal before it has finished loading no longer causes that technicians information to be retained when technician info is re-opened.
Carter Mobile
My Work Day
Various UI improvements.
Improved barcode scanning.
Worksheet can be added to task-based orders.
Addressed issues with questionnaire not saving.
Improved navigation between task steps.
Fixed an issue where Today's Earnings shows N/A.
Improved responsiveness when selecting Arrived at Location.
Fixed an issue where mid-order questionnaire was not displaying for task-based orders.
Fixed an issue where users received "Cannot Start Geolocation" error when trying to start an order and another application is using location services.
Fixed an issue where users received a "Request Body Is Too Large" error when marking a task step as complete.
Fixed an issue causing the application to crash after entering the SAP number.
My Work History
Task and Special Request counts will now give the correct value.
Timeline now showing correct duration.
Notifications
Users will be notified when there is no work available for them for the next day.
October 18, 2025 - Carter 2.15.2
Carter Web
General
For STC Project orders, photos will automatically be uploaded to the STC FTP Server at the end of the day.
Orders
Batch Import for task-based orders.
Fixed an issue in task-based orders where customer phone and email address were unable to be updated after an order has been created.
Order Resources will no longer display duplicate technicians.
When updating the time for an order, the assigned technician will now be removed automatically, users will be required to add the technician again to ensure there are no conflicts based on the new order time.
Fixed an issue where users encountered a spinning wheel when scheduling an order for the current date.
Order description can now be up to 2500 characters long.
Various UI Updates
Stores
Fixed an issue where users were unable to save billing contacts for stores.
Technicians
Client facing roles are no longer visible from the Roles drop down of a technician profile.
Employee number is now limited to 9 digits.
Users
Employee number is now limited to 9 digits.
Carter Mobile
My Work Day
Fixed an issue causing technician compensation for completed repairs to show as $0.00
Users will no longer receive an "Invalid Format" error when filling out numeric questions on the questionnaire.
Fixed an issue where users were unable to search for repair parts when ordering parts for a repair.
Store Notes button disabled for task based orders that use a temporary address.
Fixed an issue where users were encountering a spinning wheel when trying to add photos for task step questions.
For task-based orders the user will be navigated to the Tasks tab after they have completed the start of order questionnaire.
Various UI Updates
Notifications
Technicians will be sent a notification when they have no orders scheduled for the next day.
Update to Order Acknowledgement notification. Previously instructed user to acknowledge in the next 0.5 hours. User will now be instructed to acknowledge in the next 30 minutes.
Product Management
Error messages now display more prominently
September 10, 2025 - Carter 2.15.1
Carter Web
Orders
Task Step Questions and Answers are now displayed in the Order Summary.
Fixed an issue where users were receiving an 'Invalid Value' error when selecting the state on order creation.
Fixed an issue where administrator users were unable to update photo captions for order photos.
Multiple Technicians can be assigned to task based orders.
For task based orders, customer name can be updated up until the order enters 'Working' status.
Task based orders can now utilize 'Lead Technicians' if required.
Carter can now be configured to use multiple unique order types.
Updates to Initial ETA for task based orders.
Products
Updates to SKU validation.
Compensation and Pricing are now correctly updating after a product is approved.
Mass editing for product compensation and pricing.
Notifications
Notifications will now be sent to appropriate users when a MVA or Turn Away fee has been used.
Carter Mobile
My Work Day
Updated outside geofence notification for task based orders.
Added SAP Number question to order questionnaire.
Answers to task step questions now save once they have been entered.
Fixed an issue where taking photo for task steps caused a spinning icon and users were unable to continue adding photos.
When adding photos for a new repair, the previous sessions photos no longer remain.
Product Management
Product Management tool no longer retains info from previous sessions.
August 5, 2025 - Carter Web 2.14.9 & Carter Mobile 2.14.5
Carter Web
General
Added the ability to download photos.
Updates to Retailer Certifications.
Contacts
Fixed an issue that caused the store dropdown in the Contacts module to not list all stores.
When selecting a region in Contact Info, only valid regions for the selected district will be displayed.
Orders
Fixed an issue where users were unable to add photos to an order on the Photos tab.
Fixed an issue where generic products with no QR code are not being shown in the order summary.
Improvements to the order creation process for task based orders.
Performance improvements to Orders table.
Orders can now be correctly sorted by Sign-Off date in the Ready for Billing tab of the Orders table.
Order timeline now displaying properly for task based orders.
Fixed an issue where not all stores were being displayed when creating a new order.
Improvements to task status tracking.
Fixed an issue where the store contact list is not updated after selecting a new store when creating an order.
Fixed an issue in the Orders table causing technicians to show as N/A for task based orders.
Updated Order Resource requirements for different order types.
Various UI Improvements
Products
Updated the sorting order for product categories.
When editing a product category, the dropdown will automatically navigate to the existing category.
Products will now show the user who approved them along with a timestamp.
Various UI Improvements
Technicians
Updates to technician absences.
Carter Mobile
General
Status and Navigation bars are no longer hidden when using an Android device.
Various UI Improvements
My Profile
Updates to technician absences.
My Work Day
Task questions that contain links now function correctly.
Fixed an issue where users are incorrectly warned they are not within the geofence when starting an order.
Fixed an issue where the address was not populating within 24 hours of an in-home order.
Updates to UPC and Barcode scanning.
Fixed an issue where Field Managers were unable to join orders.
Fixed an issue causing users to receive the message "Cannot Start Geolocation" when leaving for an order.
Fixed an issue where distance displayed as -0.0 in order details.
Fixed an issue where the map appears as blue when opening order details.
My Work History
Fixed an issue where in some instances no work history was displayed until the user reinstalled the application.
Notifications
Fixed an issue where users were receiving notifications to acknowledge an order even though the order has been acknowledged.
July 8, 2025 - Carter Web 2.14.5 & Carter Mobile 2.14.2
Carter Web
General
Country and State information moved to the database.
Contacts
Fixed an issue where contact info was not loading for some contacts.
Store Information will now populate after a Retailer and Store are selected when creating a new contact.
Fixed UI Issues.
Contact record updates made to the store module.
Updates to contact records.
My Profile
Users are returned to the login page after requesting a password reset.
Orders
Fixed an issue where users were not able to select a country or state when creating a new in-home order.
Updates to mileage structure to accommodate state mileage rates.
Fixed an issue where manager contacts no longer display when a store or store contact is updated.
Fixed an issue where orders were not being displayed after being un-archived.
Store contacts will now refresh correctly after a new store contact is added.
Fixed an issue causing stores to not be saved on update.
Fixed an issue that allowed users to select a store contact before the store has been selected when creating an order.
Fixed an issue with incorrect color coding of technician order status under the Schedule tab of an order.
Fixed an issue where tasks were able to be added to closed orders.
Contacts updates in the Orders module.
Updates to the technician verification for Batch Import.
Disabled the questionnaire tab for In-Home orders.
Questionnaire photo questions can now be configured to allow the user to select from the camera roll.
Users are now able to paste customer phone numbers for In-Home orders.
Fixed an issue where the technician distance was displaying incorrectly for technicians with multiple orders assigned in a day.
Fixed an issue where default tasks were not being displayed for new In-Home orders.
Various UI Updates.
Products
Retailer selection in product modules now correctly sorts by retailer name.
Updates to Compensation and Pricing structure.
Updated fields to allow for for searching.
Updates to Fees structure.
Various UI Updates.
Stores
Updates made to the Google Maps API search to determine the latitude and longitude of a store.
Fixed an issue where the latitude and longitude of a store was not updated when a store address was updated.
Technicians
Moved addresses from the Info tab to the Addresses tab in the Technician Profile.
Reset Password email can no longer be sent to technicians who have a termination date set.
Fixed an issue where users were unable to scroll through the entire list of regions or districts.
Fixed an issue where managers were unable to un-approve an absence after it was approved.
Users
Fixed an issue where user emails were unable to be updated.
Reset Password email can no longer be sent to technicians who have a termination date set.
Moved addresses from the Info tab to the Addresses tab in the User Profile.
Carter Mobile
My Profile
Users are returned to the login page after requesting a password reset.
My Work Day
Fixed an issue where users were unable to add new products from the worksheet consecutively.
Having embedded links in summary questions will no longer cause the application to crash.
Fixed an issue where technicians were unable to select the continue button when being warned about being outside the geofence due to the text size.
Fixed an issue where orders that are closed by the No Show workflow stay in My Work Day until the app is relaunched.
Fixed an issue where category totals were being displayed in the incorrect order.
Fixed focus issues when switching between back and front camera.
Fixed an issue where searching for an item was giving incorrect results.
Order Items no longer show for In-Home orders.
Fixed an issue where technicians could start tasks without starting an the order.
Users are no longer able to sign outside of the signature pad.
Fixed an issue where technicians were able to complete tasks on closed orders.
Fixed an issue which caused the summary screen to crash when questions contained complex nesting logic.
Links can now be embedded in every question type.
Photo questions can be set to allow camera roll selection.
Improved compression when attempting to upload large volumes of photo data.
Products can now be exempt from requiring a QR code.
Products can now be marked as ineligible for repair.
Fixed an issue where single selection multi option questions are not showing up in the questionnaire.
Questionnaire photo questions can now be configured to allow the user to select from the camera roll.
Fixed an issue where photos were being duplicated from previous repairs when a user is adding a new repair.
My Work History
Updates to Order Timeline and Order Mileage when viewing order details in My Work History.
Notifications
Fixed an issue preventing users from receiving push notifications.
June 5, 2025 - Carter Web 2.14.1 & Carter Mobile 2.10.1
Carter Web
General
All drop down lists are now searchable.
Contacts
Fixed an issue where users were able to create duplicate contacts.
Fixed issues causing filters to not be applied correctly to Contacts table.
My Profile
Profile photo now updates correctly.
Notifications
Users will no longer be notified when an order is delayed, a technician may be late, a technician has arrived and when orders have been assigned to them.
Managers will now receive notifications when a technician has requested an absence.
Managers will be notified when a technician is marked late for an order.
Frequency of notifications for unacknowledged orders has been reduced.
Orders
Order Summary will now show a timeline of the order progression.
Updates to Google Maps API usage.
Update the Batch Import to include multi-technician orders where at least one technician is verified.
Fixed an issue where users were unable to delete archived orders.
Increased performance when fetching the list of available technicians when scheduling an order.
Pre-Order Check and Questionnaire tabs will now show "No questions available" instead of a blank screen when they do not contain any data.
Updates made to Order End Time and Order Duration.
Fees and Repairs will not be shown in order history for retailers that do not support them.
Users are now no longer able to assign technicians to orders that occurred in the past.
Fixed an issue where searching for a technician when scheduling an order does not return the full list of results.
Store Contacts are no longer missing from the Order Resources screen.
Fixed an issue where some products were not showing to add to an order in the Items screen.
Products
Fixed an issue where users were required to refresh Carter after a product category is archived to see the changes applied.
Fixed issues causing filters to not be applied correctly to Products table.
When a product is approved and pricing and compensation have been added, the pricing and compensation will now be updated for any scans of that product before it was approved.
Fixed an issue where the Categories table was not scrolling past 512 records.
Stores
Archived pricing levels will no longer display in the Price Level drop-down.
Fixed an issue where Batch Import tool was causing new Store Contacts to be added with the last name of 'null'.
Users
Fixed an issue where the region and/or district of a user could not be updated.
Fixed issue where filters were not being applied to Users table.
Workflow
Updates to notification and no-show workflows.
Carter Mobile
General
Fixed an issue where users were still receiving notifications after they have logged out.
Photos taken within the app will now also be saved to the user's camera roll.
Fixed an issue where the keypad was not closing when tapping on the screen.
Reset Password page now correctly scales to the screen size.
Updates to the Feedback Form to provide additional troubleshooting information.
My Profile
Absence request no longer disappear when they are pending approval but the date has passed. They will be displayed under Absence History.
My Work Day
Users will now be required to mark when they have arrived for an order. This will no longer be done automatically to avoid incorrect mileage capture.
Fixed an issue where users were unable to refresh the order list if no orders were present.
Fixed an issue where searching for products to repair was returning incorrect results.
Fixed an issue where users were directed to the Order Info screen after scanning instead of returning to the worksheet.
iOS users should no longer receive a black screen when taking a photo.
Fixed an issue where the item drop-down list background was showing transparent.
Fixed an issue where users were unable to re-open completed orders.
Fixed an issue where users were unable to submit an order in the 'Needs Signature' state if there were no items present in the worksheet.
Fixed an issue where technicians are asked if they need to order parts for retailers that do not support parts ordering.
Android users experiencing a system crash when taking photos within the app.
System will now detect when a crash has occurred and cache the photo, the user is then returned to the questionnaire/summary with the photo attached.
Users will now be able to select between using the 'Device Camera' or 'In-App Camera' packages. For users experiencing crashing the In-App Camera , while more limited in functionality, will not result in an application crash when taking photos.
Fixed an issue where users were unable to scroll through the worksheet when an order is in 'Needs Signature' or 'Closed' status.
Users will no longer see the option for CVP repairs for retailers that are not associated with the CVP program.
Fixed an issue where the pause times stops counting when a device goes idle.
Users will no longer be able to change the CVP eligibility question when continuing a repair.
My Work History
Fees and Repairs will not be shown in order history for retailers that do not support them.
Product Management
Users will now be able to add products one after another without receiving an error with the UPC.
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