June 23rd, 2021
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2 min read.
Notable updates:
- Bulk updates now provide better error reporting when errors are encountered
- Re-design of Services/Parts management:
- Users can now use parts from their inventory outside of the Visit completion process
- Invoice itemization feature: Users can now invoice items separately for Work
- Expanded inventory permissions to allow users to view inventory without the ability to modify it
- Work import updated to support quantities of items being imported
- Customer Forms View: Customer users can now view form data analysis (similar to Admin view)
- Moved 'Unscheduled' toggle to save space in the schedule filters
- Enabled notes on Invoices
- Note visibility feature now shows notes internally, to Customers, or to Admins only
- Added support for multiple Customer filters in the schedule pages
- Added new filter for user roles in the schedule pages
- Added 'affected' visits when bulk updating schedule, assignment, and category of work in the schedule pages
- Created reference material database:
- Allows users to create a database of material for their users to reference
Other updates:
- Addressed bug: Protected location creation endpoint in the API
- Addressed bug where required toggle would erase description data on custom fields
- Addressed bug to drop unscheduled visits back into the unscheduled sidebar
- Addressed bug so now conditions can be added to Work/Equipment/Invoice/Location custom fields
- User Experience improvements:
- While editing a field on Forms, the page will no longer bounce to the top after editing
- Refactored advanced options for number and text fields to be more intuitive