Platform Roadmap: Understanding Current & Future Updates

AVAILABLE NOW

(up to 30 June 2025)
Confidence 100%

IN PROGRESS 

(Jul - Aug - Sep)
Confidence 80%

TARGETED

(Oct-Apr)
Confidence 60%

• Payment records for split invoices linked to same job are synced correctly to prevent duplicates/errors.
• Customers cannot be charged twice to maintain accurate billing and prevent any customer dissatisfaction or disputes.
• Ability to set the correct settings for batch invoices to send customers complete job sheets and avoid complaints, ensuring timely payment.
• Receive a notification when a deposit invoice is paid to initiatie other business processes. 
• Allow for partial payments. 
• Updating the color label does not create a duplicate invoice.

• Merger with Fluidra.
• Admins can edit job times (web).

• Show local store details on invoice (multi store). 
• PO/WO number on batch invoice. 
• Archiving of paid invoices.
• Credit note and refunds applied in Xero to appear in Vital.

• Ability to create 0-dollar invoices (e.g., assessment in Vital) and set them to 'on account completed' so that the status flows back as 'paid' in Vital (manual).

• Ability to remove any payment applied to an invoice in Lightspeed so that human errors can be fixed without having to void and redo an invoice (in three systems).

• Invoices that are 0 (e.g., balance of 0.002) to be set to on account closed so that downstream system knows the invoice is paid in full.

• Payment removed if Xero payment had been 'removed & redo' automatically.

• Ability to close out zero value invoices so that the overdue invoice list is correct and up to date.

• Ability to reopen the register closure report so that a human error mistake someone made can be redacted.

• Group multiple registers into 1 one register close process.

• Simplifying sale states with the intent to improve scalability, efficiency and support for future features.

• Allow overpayments in Xero to appear as a credit note in LS. 

• Allow for all credits and refunds to flow from Xero to LS to PT.

• Invoices with 0 balance set to 'on account completed' to show who really owes money and update Vital via integration.

AVAILABLE NOW

(up to 30 June 2025)
Confidence 100%

IN PROGRESS 

(Jul - Aug - Sep)
Confidence 80%

TARGETED

(Oct-Apr)
Confidence 60%

• Products inactivated in LS are reflected as inactive in Vital. 

• A report that lists all templates, active jobs, open invoices, and open quotes containing inactive products to easily identify and replace them with the correct active products.

• Van to service outlet tooling.
• COGS adjustment calculation spreadsheet. 
• Average cost checker to compare average cost to supply price to retail price. 

• Van to service outlet transformations. 
• Inventory transformation tooling. 
• 3 inventory development teams have started at Lightspeed. 

• Inventory transformation.

• Ability to purchase stock from the vendor and deliver it at a work site to avoid arranging additional transport of goods.

• Ability to link purchase order items to a client to know for whom items were ordered upon delivery.

• Ability to receive stock and update prices at a later stage when the supplier invoice comes in to avoid negative stock.

• B2B ordering using EDIFACT.

• Scanner app used for inventory and sale (build on phone > park and continue on computer).

• Item transfer - include item serial numbers on transfer.

• Remove NuOrder.

• Improved stock transfer capability. 
• Barcode scanning for parts. 

AVAILABLE NOW

(up to 30 June 2025)
Confidence 100%

IN PROGRESS 

(Jul - Aug - Sep)
Confidence 80%

TARGETED

(Oct-Apr)
Confidence 60%

• Voided invoices in Lightspeed to sync as voided in Pooltrackr to avoid manual deletion and duplicate effort.

• Invoice status in PT to dynamically update when a payment is deleted in LS so that the invoice status accurately reflects the current payment status, ensuring consistency across systems.

• Solution to close off the zero value invoices.

• Investigate solutions to enhance integrations between systems.

• Stable trading term integration.

• Deliver integrations that reduce the admin burden of the FP on the backend.

• Exception reporting (light). Inspector tool to align invoices, payments and invoice status across Lightspeed and Xero. 

• Improved integration with Xero (reconciliation). 
• Workflow automation to automate tasks. 
• Investigate solutions to enhance integrations between systems. 
• Exception reporting.

• Deliver integrations that reduce the admin burden of the FP on the backend.

AVAILABLE NOW

(up to 30 June 2025)
Confidence 100%

IN PROGRESS 

(Jul - Aug - Sep)
Confidence 80%

TARGETED

(Oct-Apr)
Confidence 60%

Vital: 

• Category field on Contact records made mandatory to ensure complete data for reporting.

• COGS adjustments reporting. 
• Improved sales, inventory and customer reporting. 

• Missed sales opportunities based on sales records leading to automatic PO (demand forecast).

• Chart view of data (in sales report, i.e., sales summary).

• Generate report for an invoice that does not sync from the system ("Sync retry error prompt").

AVAILABLE NOW

(up to 30 June 2025)
Confidence 100%

IN PROGRESS 

(Jul - Aug - Sep)
Confidence 80%

TARGETED

(Oct-Apr)
Confidence 60%

• Prevent duplicate notifications from being sent when making minor changes, such as updating colour labels on approved quotes, so that customers do not receive unnecessary or confusing updates.

• Ability to have a Reject button on quotes so customers can provide feedback on unapproved quotes to improve our process.

Quotes: 

• Quotes to show both the original item price and the applied discount so customers can clearly see the discount value and avoid confusion.

• Adding flexibility to the quote deposit flow.
• Controlling quote approval notifications. 
• Show contact phone number on quote.
• Product images in quote. 
• Product description in quote.

• Recurring Job Export to include key client and technician details to better understand and manage recurring clients for service planning and promotions.

• Ability to reschedule seasonal jobs without creating duplicates to avoid the extra steps of deleting and recreating jobs, reducing double work.

• Ability to customise default filters and column visibility in the job list to streamline workflow and view relevant information without repetitive adjustments.

• Invoice notes on job sheets and invoices to display with proper paragraph formatting so that they appear more professional and easier to read.

• Routing to be optimised to go to multiple clients in a day efficiently (web only).

• Confirmation prompt when using the unlink button to avoid accidental removals.

• Pool address post codes added to batch invoice notes to correctly report on Marketing Territories.

• Schedule jobs before deposit paid. 
• Job Sheet to show multi step dosage recommendation. 
• Service intervals on seasonal jobs to reset based on the last service date, not the beginning of the month.

• Purchase order to Xero Bill process - Ref number should be Bill first then PO in brackets. 

• Prevent New Orders from Inheriting Original Receipt Date and Invoice Number.

• Purchase order to Xero Bill process - auto-populate correct bill and due dates.

• LPB-53 Rename the new Due date.

• Ability to receipt against a PO before COGs are updated when ordering stock.

• Best practice on Inventory Management. 

• Best practice in invoicing and payments.

• Logged time on jobs to reflect accurately, even in areas with poor reception, to ensure reliable time tracking and reporting.

• Pool Shape option in the mobile app's Pool Volume calculator, like in the portal, to easily compute pool volume in the field.

• Implement additional protection such as 2FA or security questions, so that user accounts and data is secure from unauthorised access.

• Warranty module in LS. 

• Migrating Lightspeed to new platform to resolve performance issues.

• SMS to display PWX (not PT).