August 4th, 2021
Notable Updates:
- Now able to customize equipment title by “equipment type”
- In forms, Users can move questions from one section to another
- Expanded equipment-based conditions to allow conditions on equipment from other sections of the form
- Reference material documents:
- Now supports copy and paste from Word documents and other sources
- Able to format documents using highlighting, headings, and alignment
- Adjusted customer profile to show equipment as a tab instead of files (Files moved to sidebar.)
Other Updates:
- Addressed bug so that equipment calibration dates are more visible
- Fixed issue preventing some form exports from running
July 21st, 2021
Notable Updates:
- Equipment calibration tracking
- Now able to track equipment calibration with fleet equipment
- Crew availability dedicated page
- New page to view all users availability in the Schedule Week view
- Form input validation
- Create custom validation rules for user input in the forms
- Read only field type
- This new field type can be used with all custom fields and can be created with conditions
- Enable Work Visit verifications
- Allows users to collect a signature from the customer with a summary of services performed at the visit
- New Customer Notes now visible in Customer View
Other Updates:
- Added support for links in Reference Material documents
- Fixed bug with form imports missing equipment
- Fixed bug for condition matching parameters in forms
June 23rd, 2021
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
May 26th, 2021
Notable updates:
- Added new “Week” view under Schedule - see full week Sunday to Saturday
- Added print option for field users to print their schedules
- Enhanced history activity for Work Visits
Other updates:
- Corrected field user access to work items and management
- Fixed breadcrumbs display for the Admin -> Work -> Status/Flow management page
- Map Markers now appearing correctly
- Improved performance when changing work schedules
- Consolidated API calls when opening work
- Equipment can now be attached without adding questions
- Fleet Inventory Compare links fixed
- Fixed all jobs were being highlighted for field users
- Fixed equipment forms alignment in form entries
- Fixed Fleet model dropdown
- Fixed Admin dashboard counts
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