This month's release brings Customer Account Overview, a new hardware provisioning experience on iOS, and faster, more reliable form lists — giving your team better visibility into every customer relationship, smoother tracker installations in the field, and quicker access to the submissions that drive daily operations.
Customer Account Overview
What's New
-
✅ Customer account pages now include financial tabs — Jobs, Quotes, and Invoices — so you can see a customer's full history without leaving the account.
-
✅ Assign one or more salespeople to each customer account. Filter the customer list by rep to see "my customers" at a glance.
-
✅ Each tab is searchable and sortable — find a specific job by number, a quote by job name, or an invoice by status, all within the customer's page.
-
✅ Filter any tab by status or date range to zero in on what matters — open invoices, recent quotes, or jobs in progress.
-
✅ Start a new job or quote directly from the customer's page — the customer is pre-filled, so there's no re-entering information.
-
✅ Click any row to jump straight to the full detail page for that job, quote, or invoice.
How This Helps
Until now, customer accounts were contact-info shells. If you needed to see a customer's job history, outstanding invoices, or open quotes, you had to search across separate lists — or ask someone else. Sales reps prepped for calls by tab-switching between jobs, quotes, and invoices, mentally piecing together the picture.
Now the full financial relationship lives on the customer page itself. Sales can pull up a customer's history before a call, billing can see every outstanding invoice for one customer in a single view, and leadership can answer "how much is this customer worth?" without a side spreadsheet. This also lays the groundwork for upcoming capabilities like revenue dashboards and deeper customer analytics.
Hardware provisioning on iOS
What's New
-
✅ A dedicated Hardware mode in the Ribbiot iOS app lets installers set up trackers on equipment without switching between screens or apps.
-
✅ Create a new asset or search existing assets directly from the Install tab — filter by "Without Tracker" to see only equipment that still needs a tracker paired.
-
✅ Pair Pods and Portals using NFC — hold your phone near the tracker, and the app handles the rest over Bluetooth.
-
✅ Record installation details (tracker type, mount type, application method) right after pairing, so the record is complete before you walk away.
-
✅ Manage paired trackers from the asset menu — view status, edit installation details, or remove a tracker to move it to a different asset.
How This Helps
Previously, provisioning hardware required a multi-step process spread across different parts of the app. The new Hardware mode gives installers a single, focused flow — create or find the asset, scan the tracker, record how it was installed, and move on. Whether you're setting up one tracker or working through an entire fleet, the process is faster and less error-prone.
Faster, more reliable form lists
What's New
-
✅ Form submission list pages — including quotes, documents, and job documents — now load up to 10x faster than before.
-
✅ Filtering and sorting by status, category, and custom fields work reliably across all form types.
-
✅ Pagination now works correctly — scroll through your full submission history without hitting a wall at 50 records.
How This Helps
Form lists are one of the most-used features in Ribbiot, and recent infrastructure changes had caused intermittent issues with filtering, sorting, and loading beyond the first page. These updates restore full reliability and deliver up to a 10x improvement in load times — so whether you're pulling up timecards, searching job documents, or filtering quotes, the list responds instantly.
Related Articles
- 2026 - May — prior month product updates
To take advantage of these new features, ensure your app is updated to the latest version.
📌 Visit our Help Center for guides and tutorials.
📌 Need assistance? Reach out to our support team for help.
🚀 Stay tuned for more updates as we continue to improve Ribbiot based on your valuable feedback! 🚀