Added:

• New permission for edit inventory transaction
• Adjust inventory transaction action
• Show product images on inventory pages
• Search box on inventory location profile

Changed:

• Show all overnight work hours on visit show page
• Only show active users for certification expiring email

Fixed:

• Bulk re-open visits keep inventory transactions tied to the visits
• Show errors when changing work status and a custom field is required

Added:

• Inventory equipment can now be sorted by calibration date
• User status filter to admin certifications page: Defaults to active users
• Work custom fields with ‘Show on visits’ added to visit list page
• Company directory page
• Add columns to visits export

Changed:

• When deactivating a location, a notification will be sent to the creator of the work. Removed the option to 'delete open future visits'.
• Expand start times for scheduling visits
• Access to user vacation, field managers can see their team members vacation by default.

Fixed:

• Min/Max validation issue in admin forms
• Issue in form where user could not go to next section after deleting a list item
• When creating a work quote the selected customer would not be shown

Added:

• If inventory location is fleet, the user who is assigned to the fleet is shown on the inventory location profile
• Ability to add multiple items at once on work quotes
• New permission for invoice unpublishing
• Fleet export
• ‘Not Sent’ filter to invoice page filters
• Admin dashboard can now see the projected revenue breakdown
• Bulk download of invoice files
• Link on invoice list page to download invoice files
• Bulk send invoices from invoice list page
• Free form email to modal when sending invoices
• User number column as an option to timesheet export
• New configuration to require an invoice when closing work.
  • When this configuration is enabled, work will be required to have an invoice attached before closing is allowed
  • If the invoice amount does not equal the total item value work will show a warning and ask for a reason
  • If no invoice is attached a reason will be required before closing work

Changed:

• On work create page the category select now shows a list of categories without needing to type
• On schedule pages the work category can now exclude categories from search

Fixed:

• Timesheet on visit page now shows correct total time for the visit
• Timesheet on visit page now links to user timesheet with the proper permission
• Work import combining service numbers and failing to import
• Fix an issue where municipality would not show selected value when editing a location
• Fix issue with saved searches for certain filters on work and work visit pages

New Features:

• Add project filter to schedule pages
• Add Manufacturer Part # to products search
• Automatically show the error modal when there are errors importing
• Allow field user to view visit summaries they are not assigned to
• Add location number filter without needing to select customer on work and visit list pages
• Add ability to delete form entry results on location profile ‘Forms’ tab
• Allow customizing work visit summary notification file name
• Add search parameters to fleet:
  • Vin number
  • License plate number
• Location export columns added:
  • Created By
  • Created At
• Show equipment titles for ‘Other Form Results’ on visit show page
• HR payroll needs:
  • New built-in User fields: pay type, hire date, terminated date
  • Users can now have custom fields
  • Added new fields to Timesheet/payroll and User exports
  • New fields can be used to filter timesheets

Changed:

• Increased page size of products in ‘Use Parts’ modal
  • Keep list visible when loading more products
• Make schedule page filters consistent when clicking to filter
• Add additional information to Customer → Invoices customer contact filter
• Update equipment profile page to use equipment title settings
• Change work filters to allow multiple selections:
  • States
  • Customers
  • Work Status

Addtional Updates:

• Fixed modals on import and export pages from going off the page
• Fixed an issue where a price modifier using service reason was not being applied during import

New Features:

• Display the field user’s name next to their timesheet entry on the visit page.
• Added fields to Work Visits export:
  • Projected revenue
  • County
  • Completed Date
• Added a grid to the diagram when editing
• Added a confirmation dialog before clearing changes when filling out a form
• Added an option to the visit reopening dialog to keep parts, this dialog is only shown when parts are added from the action menu or closing a visit
• Added an option to the scheduler to remove the crew of the selected visits when rescheduling
• Changed Work Category schedule filter changed to allow multiple values
• When adding parts during a visit, the app would automatically choose an inventory location (fleet). Now, if there are multiple inventory locations assigned to a visit, the user will need to select the inventory location from which the parts will be taken. However, if there is only one inventory location assigned to a visit, the app will still automatically select that inventory location.
• Updated the work invoice creation modal to provide a better preview of which items/types will be synced to invoices.
• Improved the ability to control what gets synced to an invoice - This will enhance the process for customers who want separate invoices for parts and services
  • With the improved syncing, this will prevent unwanted items from being synced to an invoice when the invoice is unpublished
  • Displays the items/types that have been synced to other invoices created by the work
  • Show a warning when creating a new invoice that overlaps with an existing one and require confirmation before creating it

Additional Updates:

• Corrected date filters using ‘within’ when using 0 as a value
• Corrected issue with 'Use Parts' feature that wouldn’t remove parts when quantity was set to 0
• Corrected schedule route groups from showing visit on the wrong date.
• Corrected schedule route groups when changing visit date not moving to new date
• Corrected an issue with the work importer that caused it to create incorrect combinations or fail to combine services into the proper quantities