March 2nd, 2022
New Features:
- Updated home page
- Free form text option in the Form Print views
- Added option Customer Headquarters for use in Form Print views
- Sub-Contractor invoicing
- Exact number search option for Locations/Visits/Work
- Using the ‘#’ symbol before your search term will force the search to be against the location/visit/work number instead of a general term search
- Moved user assignment in the scheduler to a dedicated button
- Adjusted the equipment user interface for locations for easier viewing of all equipment information
- Added display for option fields when using ‘sumBy’ functions to calculate aggregates in forms
- Invoice draft view - Allows users to see invoices as a draft before publishing
- Added support for location custom fields into the print view
- New remove crew option in the scheduler to remove specific assignees from a visit
- Equipment compare feature - Can be used to swap equipment between locations/fleet
Additional Updates:
- Fixed bug with viewing visit summaries as PDF
- Fixed bug with conditions calculations wiping out field values on section change
- Fixed bug in print view setup that caused incorrect section to be referenced in the field title
- Fixed bug with completed visit filter not properly filtering visits by completed status on the visits page
February 16th, 2022
New Features:
- New Work Projects feature: Allow users to create “Projects” to classify a group of work objects
- Adjusted Schedule week view to expand the column height based on the user’s window size
- Adjusted Location profile Forms tab to only show completed date
- New customer contact import
- Optimized equipment importer to handle larger import files
- Payment terms are now able to be attached to each contact differently
- Added support for company address/headquarters
- Added support for disabling notifications system wide
- Moved inventory location compare link to the Inventory Locations page
Additional Updates:
- Fixed bug with form reporting changes incorrectly
- Fixed bug to correct Customer Location count in the work overview page when using certain filters
- Fixed bug so that equipment conditions now calculate properly on form completion validation
- Fixed bug so that users can now assign a zero value to work items
- Fixed bug that was reporting partial success for import attempts that did not import any records
February 2nd, 2022
New Features:
- New Tax Category/Matrix feature
- Adds the ability to group items by tax category with different state tax requirements
- Show equipment change details on the equipment history
- Now will show exact changes in the equipment history data
- Schedule groups are now expanded by default
- Schedule assigned icon now selects the assigned user and highlights their work
- Visit completion validation now supports requiring all equipment be tested
- Can be restricted to specific service reasons
- New add Inventory: Products page to view inventory by product
- New copy location functions
- Now supports copying location equipment, forms, and diagram data when transferring locations
- Also adds the ability to add test history and filter test history by form or equipment type
- Added support for attaching files to the Location profile
- Optimized form section custom validations list to prevent redundancy
- Adjusted Form Time formulas to be more consistent/accurate
Additional Updates:
- Fixed issue where service names were truncated in the service selection dialog
- We now also show more information with the services on the work/invoices
- Fixed bug with opening previous work and not being able to interact with the visit actions
- Fixed invoices to show bill-to name when bill-to is using a company name
- Fixed issue with the transfer equipment not giving proper feedback
- Fixed an issue where form exports would fail due to deleted fields being used in conditions
- Fixed bug with inventory export not exporting
January 19th, 2022
New Features:
- Added filtering to the Admin dashboard and Work overview pages
- Added feature to customize form entry display information
- Added feature to allow users to capture their own signature
- Added feature to have a quantifier with your result validation on forms
- Quantifier allows you to check for any/all values matching your validation rule instead of always testing all values
Additional Updates:
- Fixed bug with the equipment model list not resetting when the make is adjusted
- Fixed bug with time format options not applying on date time fields in forms
- Fixed bug with pattern matching custom validation not executing properly and causing validation failures
- Fixed bug with formulas not evaluating for list sections past the first list index
- Fixed bug with diagram images not updating thumbnails after the snapshot
- Fixed bug with diagram labels sticking after the element in the diagram is deleted
- Fixed bug with equipment titles not displaying properly for custom fields
- Fixed bug with conditionally required fields always being validated for their type
January 5th, 2022
New Features:
- Added support for fleet equipment selection in forms to include equipment from all assigned users’ Fleet vehicles
- New download inventory option along with an inventory export type
- Inventory Dashboard
- Added new field on customer contacts for ‘external id’ which can be used to link the contact to external systems like accounting
- New option to show fleet equipment next calibration during form entry
- New condition available based on a location’s county
Additional Updates:
- Fixed bug with form multiple list sections and equipment selections
- Fixed issue where form list sections items could not be modified
- Fixed bug for equipment deactivation on equipment that was missing a make
- Fixed bug with display conditions not applying on form fields properly
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