Update

May 11th, 2022

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1 min read.

New Features:

  • New user assignment feature: Now supports ‘Foreman’ and ‘Helper’ as separate relationships in the work visit
  • Custom process for automated invoice exporting for Peachtree accounting system added
  • Now supporting notes on customer contacts with an invoice target group
  • Now able to insert a customized field with text or as a reference to another field
  • Added support for attaching notes to a visit summary
  • When viewing visit summary, new option to select what you want to be visible in the summary (compatible with automatic file transfer protocol)
  • Adjusted behavior for conditional form sections so that they may be skipped instead of showing the users the section information

Additional Updates:

  • Fixed bug with applying form filters
  • Fixed bug to show the correct form fields when editing/adding equipment within a form entry
  • Fixed bug to widen acceptable decimal format
  • Equipment value references now set properly on sites with new equipment
  • Users now able to edit the target group of a note
  • Fixed bug that prevented users from saving entity/user/inventory locations when using location custom fields
  • Fixed bug to address filter by customer on the ‘unscheduled’ list in the schedule pages

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