May 11th, 2022
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
April 27th, 2022
New Features:
- New ‘Locked’ feature for billing contacts prevents work being scheduled for that contact
- Products now support a ‘cost’ that is visible when setting prices
- Now available – optional Excel format for invoices
- Automatically attach item quantity based on the count of equipment at the visit location
- Added fields for hire date and birth date to users
- Option to notify account managers of changes to their schedules
- Ability to deactivate users without deleting them
- Notes can now be added to visit summary
- Advanced date filters search dates ‘within’ (Ex: within the last 5 days)
- File naming of work quotes now includes the work quote number
- Adjusted Certification types to have an associated state (optional)
Additional Updates:
- Changes to item import: item lookup will favor the item number now to determine update vs. create
- Forms now record equipment (changes to the equipment after the form is entered will not affect completed forms for that same equipment)
- Corrected equipment custom validation and conditions
- Fixed issue with ‘Delete’ equipment function on the Customer profile
April 13th, 2022
New Features
- Customer Equipment Export can now include last test result (may also be used from the customer equipment tab)
- New enhanced item search allows users to select the item type during search
- Added exact search when using the ‘#’ symbol to lookup items by item number
- Time-off now supports categories (e.g. vacation) that blocks out a user's availability on timesheet and schedule
- Form print views now support date formatting for all date field types
- New search filters for visits: 'visit has file(s) attached' or 'visit does not have file(s) attached'
- Also, search visits by type of attached file
- Enhanced condition support for the Form print-view.
Additional Updates
- Fixed issue: invoices now recalculate recurring work prices properly when unpublished and republished
March 30th, 2022
New Features:
- Export for timesheets
- Saved searches function for work and visit searches
- Minimum site charge feature is now available
- Work Cancellation feature is now available
- Fleet search now searches by assigned user as well
- Visit notifications are now logged as visit activity and can be resent from the activity log
- Work imports now available from the work list page without having to go into the Admin → Imports menu
- User manager support: Allows users to have other users assigned to them (search timesheets, work and visits based on the manager)
- Expanded field dashboard now shows the description and payment terms without having to open ‘More Info’
- Payment terms and pricing profile can now be selected at the time of customer creation
Additional Updates:
- Fixed issue with the category list being truncated in the dialog for selecting work items
March 16th, 2022
New Features:
- Added support for time-entry for field users
- Now support precision setting on hidden formula fields
- Added projection to work to show changes between invoiced amount and projected values of the work
- Added search option to invoices to see invoices that were unpublished between certain dates: Can be combined with filter for current published status
- Added filters for customer contact on the work and visits page
- Now displaying customer contact information on the work list page
- Added two new service item types for expenses and labor
- Added a new configuration to view visits sorted in the scheduler
- Added an import type for fleet
- List form sections can now insert rows in-between list items
Additional Updates:
- Fixed bug with form conditional result validation on multiple list sections
- Fixed issue with equipment custom field values
- Fixed bug where the location state was not being queried on the visits page
- Fixed bug where field users were unable to complete visits when using the auto-scheduling feature
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