What's new in Bucket.

Search by whatever you have

Type the last four digits of a phone number, a street number, or a name, then pick what you're searching if you want to narrow it: name, phone, address, contact, or part number. Results show the company, the address, and both phone numbers on their own line, so two accounts with the same name are easy to tell apart before you open either one.

Everyone at the account is findable

The extra contacts on a customer, the shop foreman, the second driver, the office manager, come up in search by their own name and their own cell number. When one of them calls, the account comes up with them.

The exact part number comes up first

Type a full part number or SKU and that part is the first result, even when a favorite has a similar number. Partial searches still put your go-to products up top.

A task list that fits how you dispatch

• Filter by who a task belongs to. Dispatchers can look at any tech; everyone else sees their own work.
• Filter by type: calls, follow-ups, service orders.
• Your filters stay put. Open a task, jump to the customer, come back, and the list is how you left it.
• Move and resize the columns, then save that setup with a name. "My calls this week" is one pick away next time.

Save a day's stops as a route

Zoom the map to an area, check the customers you want in the list or right on the map cards, and save them as a group named for the day, like Tuesday route. Pick it next time and only those stops show. Forgot one, add it to the group later. Already hit one, drop it. Route groups are yours, not the whole team's.

See which stops you owe work on

Turn on Show my open tasks in the map's Layers menu and every customer with open work of yours gets a gold dot. Hover the pin or open the card and the tasks are right there: what kind, when it's due, and the note. Hide the customers you don't owe anything and what's left is your route.

Tell the customer where to send the check

When the branch that services the account isn't the office that takes the payment, the invoice never said so. Put your remittance address in Settings, then Payments, and it prints on the invoice PDF, the online pay page, and the Stripe copy. The rep on the invoice now reads Serviced By, so both are clear on one page.

Also in this update

• Contacts and documents moved to the top of customer and prospect pages, above the details.
• The sales tax and remittance cards in Settings show what's saved with a pencil to edit, so a saved change looks saved.
• Deleting a piece of equipment frees its serial number right away, and deleting a customer frees their phone number and email, so you can put them on the record you're keeping.

Point, scan, done

Take a photo of the tag right from the add equipment form in the mobile app. The brand, model, and serial number fill themselves in, and the specs on the tag, like the PSI, GPM, and fuel, land in the notes.

It reads the rough ones

We built this on real tags from a dealer's shop, including faded thirty year old ones, and it read every one of them. If you find a tag it can't read, send it to us.

It only fills in blanks

A scan never writes over something you typed. And it works on machines already in Bucket: open one, tap edit, and scan the tag to pull in whatever is missing.

Also in this update

• Add the photo and the description together when you create equipment. One pass, no going back in to edit, and you can take the photo right from the form.
• Prospects found in search now open the prospect page directly instead of a customer page that doesn't exist yet.

Live on-hand counts

Every inventory part carries an on-hand count. Product search and product pages show it, so you know what you can promise before you promise it.

See what's committed

Open quotes hold stock. Each product shows how many units are committed and which quote is holding them, so you can accept, revise, or void with the full picture.

Invoices move stock for you

Send an invoice and the parts on it come out of inventory automatically. Void it and the stock goes right back. No separate bookkeeping step.

Sales are never blocked

A stale count never stops a sale. If the shelf says otherwise, sell it; the count can go negative and you can correct it later.

Every change is logged

Manual adjustments ask for a reason and land in a history you can review, so you always know why a count changed.

Also in this update

• Invoice approval for admins: choose which reps can send invoices on their own, and review everyone else's from one queue.
• Emails that land in the inbox: quotes and invoices now send from your own dealership's domain, not a shared one.
• Custom fields and Customer Groups arrived on mobile, so the field crew sees the same picture the office does.
• Update a custom field across a whole list of customers at once, straight from the map's list view.
• Clearer errors on duplicates: creating a customer or equipment serial that already exists now names the existing record instead of failing.
• Quotes honor the expiration date you pick instead of defaulting to seven days.
• Line items check themselves as you type, so quote and invoice mistakes get caught before you hit send.

Automatic route planning in the Scheduler

• Create a service order and set a date. It shows up in the scheduler automatically.
• Not sure who to assign it to? See how many jobs each tech already has and give it to whoever's open.
• Even better: open the map, see which tech is already near the area, and assign it to them. That's how you plan a route.
• Technicians don't have to do anything. They open the app and their tasks are already there.

Drag and drop scheduling

• See your whole backlog of service orders and tasks in one place.
• Drag a card onto a tech to assign it. Decide who gets what, even on the way to the job.

Add your own fields to track what matters to you

Want to track what detergent a customer uses? Who referred them? How many times a year they buy? Go to Settings, then Custom Fields, pick where it shows up and what type it is, and it appears on every record of that type.

Filter the Opportunity Map by your own fields

You could already filter the map by equipment age, model, territory, city, and county. Now your custom fields are filters too. Want every customer on a certain detergent? Filter by it and there they are. It used to all live in your head; now it's right there for you.

Save your lists as Customer Groups

Filter down to the customers you want, say everyone who buys detergent, and save that list as a group. Next time, just pick your group and it's ready to work top to bottom.

Prospects Kanban board

Drag prospects through your statuses as they move along. Your list view is still there if you prefer it.

Also in this update

• Week view in the Scheduler: see your whole week, or the whole crew's, at a glance.
• The Customer Map got faster and clearer: pins cluster as you zoom out, and filters live in a sidebar.
• Customer and prospect pages were rebuilt: contacts, equipment, service history, and notes on one page.
• Per-line-item discounts on quotes and invoices, on web and mobile.
• Quotes and invoices carry a salesperson now, and customer replies to those emails go straight to that rep.
• Import your product catalog from a spreadsheet with a ready-made template.
• iPhone photos just work: HEIC photos convert automatically so they open everywhere.
• The address you type is the address we keep. No more geocoder rewriting what you entered.
• A second phone number on customers and contacts, on web and mobile.
• Mark an invoice paid out of band and record how it was paid: check, cash, or card.
• Prospect search got fast and shared: find any prospect in the org, and see unclaimed prospects in your territory.
• A Mine only filter on the Tasks page.

Favorite your top products

You don't sell every product equally. Favorite the ones you reach for most and they surface at the top when you're building a quote or invoice. No more digging through the full catalog every time.

Do more with quotes and invoices

• Edit anytime: made a mistake or need to adjust pricing? Update an existing quote or invoice in seconds.
• Resend in a click: customer lost the email? Send the same document again without rebuilding it.
• More control: mark paid, revise, and other actions on every document, right where you need them.

Filter your Scheduler

Your Scheduler can get crowded fast. Show only the tasks you actually care about, like just your service orders or just the ones still open, and tune out the rest.

Plus a bunch of smaller wins

• A fresh new look. The app is cleaner and easier on the eyes.
• Add a task without a date. Just add it and get to it whenever you're ready.
• Grouped side menu. The menu is split into sections, so it's easier to find what you need.
• Smarter search bar. It shows your recent pages, so one click puts you right back where you were.
• Your logo on your paperwork: quotes, invoices, and work orders carry your dealership's branding.