24.11.02 will be deployed to customers from 19th November 2024 onwards, with the following additions and changes.

🔄 Changed

Schedule

• The quotes overview dashboard has been optimised to provide a consistent UI with other dashboards (297256)

🐞 Fixed

Jobs

• Custom field mapping for yes/no questions now works correctly within job type automations. (305432)

• Worksheet answers flagged as at risk will no longer trigger emails to resources outside the specific resource group set when a web user initiates the alert. (309847)

Finance

• Job line items now remain visible when the quantity is blank and other line items are removed, ensuring no data is inadvertently hidden. (306825)

• Invoices are now generated correctly from financial line items, with accurate currency conversion and values applied. (267554)

• The financial documents filter has been optimised for improved responsiveness when using status and state filters. (315574)

Tracking

• An issue causing incorrect maximum speed figures to appear in the daily vehicle summary report has been resolved. (259314)

Roles & Restrictions

• Users with permission to manage favourite views can now do so without requiring full site administrative access. (297156)

Reporting

• The flag status report has been optimised to ensure consistent and accurate output. (275216)

24.11.01 will be deployed to customers from 5th November 2024 onwards, with the following additions and changes.

🚀 New

Batch Job Stock

Batch Job Stock simplifies stock management by allowing you to add multiple items to a job in one go. No more repetitive actions—just select your items, add them to the job, and save valuable time. Perfect for streamlining your workflow and keeping your stock updates efficient and hassle-free.

Here’s a demonstration of the new feature in action:

🐞 Fixed

Finance

• The warning message for editing financial line items on recurring jobs has been updated to clarify that changes or additions to line items will not apply to all recurring jobs in the series. (297757)

• The "Invoice Created" customer activity can now be filtered in the job list view for easier tracking. (299626)

• A delay has been resolved when adding predefined invoicing sets with over 50 line items to quotes, improving processing time. (271551)

• Expense categories are now mandatory, ensuring they can be used consistently within the mobile application and back-office. (292783)

Schedule

• Job Type Automation now triggers only once on job completion, even if the mobile device has a poor signal or weak connection. (260175)

Map

• A UI issue that prevented driving, stopped, and idling information from displaying correctly in the journey box has been resolved.

Stock

• Job Type Automation now triggers only once on job completion, even if the mobile device has a poor signal or weak connection. (260175)

24.10.02 will be deployed to customers from 22nd October 2024 onwards, with the following additions and changes.

🔄 Changed

Schedule

• When multiple jobs with the same end time overlap before a shift ends, both jobs’ return journey chevrons will be displayed, previously, only the first job's chevron appeared. This update aligns the return journey behaviour with how the journey to the job is displayed, improving clarity by showing both chevrons when journeys overlap. (307186)

Tasks - Closed Beta

• Rating tables have been adjusted to trigger appropriately when using tasks. (273835)

• Task terminology has been updated to include 'Services', in preparation for future integration with ongoing asset work. (304950)

🐞 Fixed

Finance

• To improve performance, only the top 100 job group references will be returned when importing jobs onto a sales opportunity, reducing latency. (299030)

• For customers using the "send single email" functionality, invoices will automatically synchronise with Sage once they are marked as sent. (301974)

• The "Sales op due in X days" alert will no longer send incorrect notifications every 6 hours after the updated close date. (309664)

Reporting

• Non-hazardous waste is now correctly excluded from the hazardous waste consignment note V2. (284270)