24.09.01 will be deployed to customers from 13th September 2024 onwards, with the following additions and changes.

🚀 New

Schedule All

The enhanced scheduling feature, initially introduced as a public beta in 24.04.02, is now fully launched.

Reduce the time and complexity of scheduling jobs en masse. With the new Schedule All, you can see the new routes that will be created as you schedule up to 1000 jobs with ease. Time consuming scheduling is a thing of the past, as the new mass scheduler takes into account all job constraints. Scheduling that took hours, now takes minutes.

The updated Schedule All feature builds on the original functionality, incorporating a new optimisation engine and an intuitive interface that visually displays the routes on a map prior to committing them.

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

Reports & Dashboards

• The group WIP dashboard has been enhanced to support data drill-down capabilities. Additional charts have been introduced, including Total Sales vs. Invoiced & Uninvoiced, Group Job Costs vs. PO Costs, and Margin Trends. (301961)

• The standard timesheet (v2) has been updated to display job details for assistants who have logged activity, ensuring comprehensive timesheet reporting. (289578)

🔄 Changed

Purchase Invoicing - Open Beta

• Department codes can now be added to purchase invoices, providing more detailed categorisation and reporting capabilities. (292220)

Login Screen

We are planning updates to the login screen, which will look similar to the image below.

Please note that you will still be able to log in using your existing username and password and will be rolled out in phases, ensuring a seamless transition.

🐞 Fixed

Jobs & Worksheets:

• The recurrence warning banner now correctly displays the date in the format set in user settings, ensuring consistency with user preferences. (295427)

• Worksheet branching question arrow messages now accurately reflect the conditional branching setup, providing clear guidance. (303122)

Finance:

• When creating a purchase invoice and selecting a due date from the main menu, users can now select a date against the purchase invoice without encountering a blank page, ensuring a smoother workflow. (304872)

• Nominal and Department codes are now consistently carried forward when creating a financial document from job lines, maintaining accurate financial records. (301824)

• Only a single financial document is generated when creating a financial document from job lines, even when the beta toggle is enabled, streamlining the process. (301826)

CRM:

• Users can now correctly load contacts that have been returned by a postcode search, improving contact management efficiency. (295940)

Dashboards & Reports:

• The WIP report now loads data accurately for web users with contact group restrictions, ensuring comprehensive reporting. (299142)

• Daily vehicle summary reports for Calamp tracking devices now display the correct maximum speed values, enhancing the accuracy of tracking data. (259314)

24.08.03 will be deployed to customers from 27th August 2024 onwards, with the following additions and changes.

🚀 New

Contracts

• When exporting contracts, you are able to set the contract type to be exported. (295931)

🐞 Fixed

Templates & Blueprints

• The "Send all" functionality now accurately accounts for BST by converting the user's local timezone to UTC, ensuring consistent timing across all regions. (283581)

• The "Send all" functionality now correctly respects the contract filter, ensuring that only relevant contracts are included. (299532)

• The wording for blueprints for 'Job - Financial Document (Lines)' and 'Job Finance (Lines)' is now accurate on French sites, improving clarity for French-speaking users. (298359)

• The option to create statement of account templates in PDF has been removed, streamlining the interface as this functionality has not been developed. (299562)

Jobs

• The "Send all" functionality now accurately accounts for BST by converting the user's local timezone to UTC, ensuring consistent timing across all regions. (283581)

• The "Send all" functionality now correctly respects the contract filter, ensuring that only relevant contracts are included. (299532)

• The wording for blueprints for '*Job - Financial Document (Lines)*' and '*Job Finance (Lines)*' is now accurate on French sites, improving clarity for French-speaking users. (298359)

• The option to create statement of account templates in PDF has been removed, streamlining the interface as this functionality has not been developed. (299562)

Alerting

• The alert for "has an existing flag alert" now triggers correctly, providing reliable notifications. (297782)

• The alert for "Any job of type [X] is scheduled to start in [X] hours" now triggers as expected, ensuring timely alerts. (295902)

Finance

• The number of results returned on the financial jobs page for child contacts has been increased, ensuring all valid search results are correctly returned. (286418)

• The Certificate of Completion for quote acceptance now displays activities in the correct order, ensuring the proper sequence is shown. (302143)

Dashboards & Reports

• The WIP Report now loads data correctly for web users with contact group restrictions, providing accurate and accessible reports. (299142)

• The 'Note de paiement' field now correctly displays the note/ticket field on a payment on the invoice instead of the contact name, improving clarity. (299156)

• The Financial Document report now displays the correct margin figure, ensuring accurate financial reporting. (289223)

24.08.02 will be deployed to customers from 13th August 2024 onwards, with the following additions and changes.

🚀 New

Dash Cams

• It is now possible to filter dash cam events on the map. (289736)

Contracts

• You can now import contract line items with values from jobs. (286549 & 286552)

• It is now possible to import contract keywords by using the format [KEYWORD]. (292794)

🔄 Changed

Purchase Invoices - Open Beta

Enhancements have been made to purchase invoices, which was released to open beta in 24.05.02

• Three new tabs have been added to a new list view, allowing easy filtering of PI's at key stages. (249585)

Jobs

• Group job flag comments are shown in group job list on hover as they do with single job flag comments. (297254)

🐞 Fixed

Job Management

• Custom field input now provides a dropdown with multiselect for all job type custom fields when adding as a keyword for group job details, enhancing flexibility and ease of use. (293181)

• Global holidays are now respected by scheduling, ensuring accurate and reliable scheduling. (298963)

Finance

• A new Contract Contact Keyword has been added, which is now pulled through onto Job Financial lines when generating line items from jobs/Contacts, improving data consistency. (251638)

• Special characters can now be used in the Contract consolidated line item description, allowing for more detailed and accurate descriptions. (292771)

• Auto Doc sending and sync to Xero now work seamlessly in all configuration scenarios, enhancing integration reliability. (297248)

• Xero export now uses the date format from user profile settings, ensuring consistency with user preferences. (299333)

• The "Selected jobs" link on the Jobs tab of the edit contract popup now works correctly, improving navigation and usability. (297077)

Booking Site

• Saving jobs on the booking site no longer removes the order number, ensuring that all relevant information is retained. (297489)

Dashboards

• Group WIP dashboard drill down and drill up charts now accurately reflect data that matches with financial data saved on BigChange, providing reliable and consistent reporting. (300266)

24.07.02 will be deployed to customers from 25th July 2024 onwards, with the following additions and changes.

🚀 New

Contract

• You can now import contract line items for contracts from jobs with those created periodically to represent the contract total, aggregated per invoice price. (286550 & 286551)

API

• StockItemSave can be used to update custom fields. (297188)

🐞 Fixed

Job Management

• Daily recurrences will now update correctly when changing the date for a single job and applying it to the entire series. (284536)

Alerts

• Resource names can now be included in alerts for jobs with a status of "New." (289997)

• Alerts on unscheduled jobs will now trigger according to their settings without spamming. (291895)

• Users can create alerts for job completion statuses that include ampersands. (295805)

Dashboards & Reports

• The "% of Jobs Not Invoiced" card calculation has been corrected to accurately reflect the metric.(286151)

Financial Documents

• Users are now restricted from consolidating documents of different types, with improved error messaging to guide the process. (286224)

• Synchronisation with Xero will continue through the remaining documents even if one document fails to sync. (296993)

• Notes from quotes will now automatically copy to invoices when created from a quote. (295953)

CRM and Notes

• Importing Excel files with concurrent dates and times will now proceed without errors. (280370)

• Editing notes from the CRM - Notes list view now functions correctly after filtering. (293151)

• An intermittent issue preventing further edits to a note after updating it has been resolved. (252967)

Templates

• The correct Help Centre link is now available in Word templates. (295638)

Map

• Round territories will now function correctly in BigChange after being re-saved by a client. (284596)

Resource Management

• Absence entries are now prevented from having a greater value in the "From" field than in the "To" field. (295271)