Update

January 18th, 2023

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2 min read.

New Features:

  • Made some more small adjustments to invoices per customer requests
  • Added small optimization to the Form Entry initial load
  • Added Customer PO # to the Visit page beneath the location details
  • Added Work Projection Report
  • Work Order Invoiced amounts now show how much of that work was invoiced not the total of the invoices that the work is attached to
    • Should make it easier to confirm work items are properly accounted for
  • Updated Work List page to display more information
    • Changed page to default to the table view
    • Added scope of work
    • Added more visit information (next, last visit)
    • Added Service Reason
    • Added Customer PO #
  • Added new bulk update features:
  • Bulk updating work description
  • Bulk adding notes
  • Bulk resetting prices

Additional Updates:

  • Fixed an issue where missing forms exception would not ask the field to provide a reason for missing when a form was in-progress
  • Fixed an issue when visits had more than 50 files it would not show all of them
  • Fixed an issue where custom fields on locations with conditions were always being validated even though the conditions were not being met
  • Fixed an issue where the price profile name would not show when editing a customer
  • Fixed an issue where the import would not find ‘Combo’ items in the import
  • Fixed an issue where phone number errors would not display on locations
  • Fixed an issue where the import history would not paginate properly
  • Fixed an issue that would report incorrect vacation days on the Users Profile and in the Admin Users Profile
  • Fixed an issue with customer contacts not paginating properly on the Customer Profile

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