23.05.1 is a point release and includes the following fixes. Users will see these changes added to their system from 24th July onwards.
🐞 Fixed
Users can add a group recurrence to a completed job within a group. (184352)
Users who have their language set to French will have contract keywords correctly replaced when generating invoices. (205000)
Inoperable options displayed on the map view from the schedule have been removed. (217318)
Sent All UI has been updated to state when a filter has been applied clearly. (221648)
Rating table line items correctly show dates where the description contains the column value keyword related to a date. (222488)
mailto: links function correctly in newly created knowledgebase articles. (225207)
Parent contact correctly displays (where populated) on the Job Group Financials report. (225648)
An error is no longer displayed when users try to view historic jobs on a contact via the JobWatch app, which contains a worksheet question that has since been deleted. (227739)
All tracking points received from the tracker are correctly displayed on the map. (229612)
Users will see these changes added to their system from 11th July onwards.
🚀 New
Group Job Overview
Easily compare planned vs actual time on job, travel, and costs of the group job.
Clearly see what is ready to be invoiced.
Job data, in your hands, at the push of a button.
Do you want to easily compare what you thought would happen on a group job, with what is actually happening? Now you can, with the group job overview.
Multiple widgets show the job progression and financial progression within the job itself, no more running reports!
For more information, check out our help centre.
Other Additions
Users are now able to edit the date and time for group job completion and financially completed statuses. (213167)
Shift start and end location options have been updated. There are now 3 clear options to choose from for the end location: (224984)
None (i.e. no end location must be travelled to after jobs have been completed).
Next shift start location.
Current shift start location.
The display of jobs in the map will be updated to reflect the end location selected (222081)
New template keywords have been added to the financial description text that is set up against the templates section on job types. (162375)
🔄 Changed
Users can no longer create a job within a group that has been financially complete, preventing operations from creating a new job in a group that is likely to have already been invoiced. (152105)
A role action has been added to allow resources to edit custom fields. This behaviour was previously linked to the restriction 'Create and edit contacts' and has been separated to allow greater control. Please note that it will still require the setting 'field editable by resources' to be enabled in order to edit custom fields. (209395)
🐞 Fixed
Archived worksheets no longer appear in the live worksheets list. (210022)
Selecting the contract icon now correctly displays the contact for users who sync invoices with Sage. (169282)
The full name of the recurrence pattern is displayed to the user when selecting invoice periods. (207881)
Substring formula function behaviour to find a space is consistent across automation types. (222511)
An admin error no longer displays when a worksheet question with conditional branching for 'show question' is duplicated. (201138)
When send all is used, all contacts with an email address are correctly added to the email field. (222719)
Jobs created by API use the correct default message for an alert attached to the job type. (220062)
Landscape images are no longer displayed upside down once added to a job. (217912)
Non-functioning 'nearest resources' and 'who was there' buttons have been removed from the schedule page. (217318)
Users who import contract information to update existing contracts will no longer receive a blank invoicing period. In addition, the department code field name will not duplicate. (217291)
Group jobs created on the back of a financial document linked to a sales opportunity are also created against the sales opportunity. (171384)
Job imports no longer fail due to changes in the custom field type. (223382)
Users are able to correctly attach a job card to a job, even if the job reference contains a special character. (189903)
Jobs created using JobWatch automation no longer remove assistants. (213798)
The pie chart correctly includes idling on vehicle journey. (220367)
Resource working hours report correctly renders when negative numbers are displayed. (221021)
All questions are displayed on custom word templates after a certain period has been reached within the document. (222502)
The scheduling assistant correctly advises when jobs should 'not be planned at this time'. (217687)
Unicode value in the order number no longer prevents the export of jobs in XLSX format. (215104)
Fix to send all function which correctly displays the processing screen, and the summary email correctly states the number of recipients. (221648)
Correct wording on quote links where the quote has been emailed more than once. (217133)
Release 23.04.2 is a point release, and includes a new dashboard and a handful of fixes.
Users will see these changes added to their system from 30th June onwards.
🚀 New
Job Profitability Dashboard
Instantly monitor key financial metrics, such as costs, revenue, profit and margin % for all individual jobs that are financially complete.
Boost profitability by being able to visualise key financial metrics at a glance with our job profitability dashboard.
Drill down into key metrics such as cost by job type, the amount invoiced by job type, cost by contact, profit by contact, cost by resource and so much more!
🐞 Fixed
When recurrences are added against stock/equipment items, the correct tooltip is displayed to users. (150010)
When previewing a custom JobCard preview, all information from the worksheets is correctly displayed. (153736)
Exporting the job list respects applying the 'financially complete/incomplete' filters. (179949)
Any job with a deleted resource will no longer cause an error to be displayed upon saving. (185685)
The order of worksheets is retained as alphanumeric when assigned to job types. (187782)
An error is no longer shown when attempting to create a territory in a non-English language. (192164)
Stock items on the map are consistently displayed when users zoom in and out. (192466)
Users saving a predefined invoicing item within a set that includes a comma, or a pipe symbol in the name, are no longer presented with an error. (201059 & 211310)
If a quote has a template that is no longer available (due to it being deleted) assigned to it, and the quote is duplicated, the default template set against quotes in administration is used. (202198)
Deleting job types within an occurrence in job group templates is displayed to the user without needing to refresh the page. (213883)
Template keywords for contact person populate the person selected in the sales opportunity, for financial documents created against it. (214286)
Back office staff are able to set hours and minutes for absences that apply to all staff, this mirrors the behaviour for booking an individual resource. (217765)
The defect type is correctly displayed when viewing vehicle defects. (218674)
When users change financial lines, they are prompted to save these before marking jobs as complete via the back office. (220168)
An admin error is no longer displayed when a back-office user attempts to email and manually adds an attachment, from a notecard from a note attached to a resource. (221221)
A vehicle check correctly sends if a web user removes a worksheet from the vehicle whilst a check is in progress. (210017)
Quote accepted activity is correctly displayed if the quote is generated at the group job level. (216964)
Users will see these changes added to their system from 6th June onwards.
🚀 New
Simplify VAT and Nominal Code Allocation For Expenses in Seconds
Expenses added to jobs appear as line items. The process of allocating VAT and Nominal codes to them has previously been manual. No more!
Setup and configuration of this new feature couldn’t be easier, and prevents invoices that are synced with financial packages from failing due to missing information.
Once setup is complete, any expense item added to the job will continue to have the line item created automatically, however the nominal code and VAT code will be pre-populated, no longer requiring manual intervention.
🔄 Changed
To comply with financial best practices, creating a financial document on jobs marked as 'Financially complete' is no longer possible. (217330)
🐞 Fixed
The correct job start time for job group templates is used, which considers changes for BST. (145643)
Landscape images are correctly displayed when using jobPhotos keyword. (147080)
The custom field is removed from view when switching to a 'favourite view' without it. (154107)
The financial documents table correctly displays all content when a large number of columns are selected. (169608)
PDF pages generated correctly match the number of contact persons selected. (176401)
Web users can duplicate job types without an error being thrown if they can administrate the schedule section. (187334)
Alerts for sales opportunities trigger correctly when criteria have been met. (200579)
The primary person selected for the job is correctly included in the jobs export. (202410)
Purchase orders created with a value of £0.00 will retain this value when saved and re-opened. (206813)
Sales opportunity probabilities text is correctly displayed in French when adding new probability. (208030)
The search function for vehicle check worksheets functions correctly. (208072)
Vehicle odometer values are no longer affected by vehicle imports not containing new readings. (213919)
Worksheet answer times returned are in the users’ timezone, not UTC (213770)
Blank columns within blueprints are retained in XLSX exports. (214215)
Column mappings on contracts export are as defined for contract exports. (214305)
The primary person on blueprints export is the correct primary person, not the oldest contact person. (214353)
Job automation takes into account Job Duration filters applied. (214912)
When exporting data using a blueprint that contains a custom field that has been deleted, contents after the deleted custom field are retained. (216558)
Users without the proper role can no longer email statements of accounts. (206763)
Recurrence settings are correctly exported on jobs export. (214213)
Financially complete, and financially incomplete show correctly on the customer activity column within jobs export. (215329)
Release 23.03.2 is a point release, and includes a handful of new additions, changes and fixes.
Users will see these changes added to their system from 18th May onwards.
🚀 New
The following additions have been made to the job group financial report:
Users can filter by the job group owner field and job group flag, allowing them to analyse WIP and profitability more closely.
🔄 Changed
Thanks to you, our customers, we have had over 3000 fantastic ideas to work through, and we have now closed the ideas portal.
Having studied your submissions, we have developed our product roadmap and developed a strategic direction to help our customers in the most important ways. Job Finance, Analytics, Job Hierarchy and Performance improvements.
Customers can track progress and provide feedback through our customer success organisation, or attend one of our in-person customer success forums. (216189)
🐞 Fixed
Comments added to flags are correctly displayed to users for those who have 'speed up of loading of the schedule page by deferring the loading of unscheduled jobs' to no. (133526)
Error message updated to inform users that a vehicle check severity can not be deleted when it is in use. (139519)
When creating a job group from a job group template, users are correctly prompted to populate mandatory custom fields for each job. (140740)
Auto document sending with yes/no questions is displayed in French for French customers. (147051)
Error no longer raised when a user adds a background image to a word template using the online editor. (156581 & 161610)
Recurrences are correctly triggered for jobs created via the network when 'jobs for recurrences are created when the first job is scheduled' is selected. (164733)
A clearer error message is displayed to users to attempt to create a purchase order without adding line items of the required type. (166596)
When editing stock reorder levels, the make and model field remains in place for levels added to vehicles. (178972)
Correct (i.e. the earliest) start time is displayed when the job contains a suspended event. (180147)
The 'Remove All' option works as expected once selected for vehicles in the weekly/monthly schedule view. (183102)
Map displays tracking data correctly in unusual circumstances. (188471)
When a job is financially complete, the outline no longer briefly turns red on the daily schedule. (194224)
When using Xero, and placing a contact on stop, the account reference is longer cleared, causing a new account reference to be generated. (210302)
Applying a contact group filter in the group job financial report, now returns only correct data. (195478)
Datatables warning is no longer shown when applying certain filters on the booking site jobs view. (198299)
Attachments are correctly being added to jobs post-completion with automatic document sending enabled. (199930)
Web user default job category correctly applies to newly created jobs. (200301)
An error is no longer returned when adding a predefined invoice where the name contains a comma. (201059)
Date formulas correctly function in automation when using [[Result.Constraints[0].RestrictionDate]](202056)
The correct terminology is used when the language is set to English (US) for mobile phone and postcode. (203933)
JSON post with spaces and spanning multiple lines no longer causes a 400 bad request error. (205639)
Users can tag web users in worksheet defect notes. (209875)
Users can select a flag and 'no flag' in the group jobs list view. (210441)
Predefined invoice items with a pipe symbol no longer cause issues when loading. (211310)
Formatting of formula correctly functions when a date is formatted to dd/mm/yyyy. (212608)
Adding a contract reference column to job blueprint exports, correctly outputs data. (216017)
3rd party worksheets no longer cause multiple job sent status. (217356)
Child DRC is correctly used in place of parents. (215545)
Users will see these changes added to their system from 17th April onwards.
🚀 New
Group Job List Export
The group job list view that you love, has just got better. You can now export the data you see to CSV or XLSX. Perfect for sharing with colleagues, or customers in seconds.
The group jobs list has received incremental updates, with 23.02 seeing the introduction of job group titles. In 23.03, users are now able to export the data into either a CSV or XLSX file. All the columns you would expect to see are available, including status, start and end dates, reference and order number.
Blueprints can also be used, allowing you to format exports just as your client wants them without repeatedly pressing the same buttons.
🔄 Changed
The group job financial report has been updated to include: (195147, 191164)
An additional column for the job group parent, making it easier for customers to see who jobs have been completed for.
Ability to filter for child job group contacts, giving you the ability to find specific information.
An additional column for the job group owner, with the ability to filter by specific job group owners. Perfect for identifying jobs which are managed by specific people.
By selecting 'detail' under the data to display, users are now able to see line, nominal and department code information for each line item. Perfect for analysis in 3rd party applications. (196985)
🐞 Fixed
Issue resolved where users were unable to forward emails with attachments. (190257)
Users now have the option to return non-auto-matched data columns to 'please select' during the data import process. (206390)
French translation for importing contact groups has been updated. (207245)
The scheduling assistant now displays correct slots when a job constraint of 'job must start after' is set. (202230)
Job-status filter within contacts now displays the correct information. (200600)
Contact rate now imports successfully for users of non-standard language packs. (183394)
User event exports now include cancelled jobs information. (207209)
🔜 Coming Soon
After the release 23.03 has been completed, we will begin to roll out the use of our new authentication service. Users will notice a login screen which looks slightly different; however, your existing username and password will continue to work.
Release 23.02.2 is a point release, and includes a handful of new additions, changes and fixes.
Users will see these changes added to their system from 3rd April onwards.
🚀 New
Oil & Gas Standard Certificates Available
We now have the following industry standard certificates available for use.
Oil-fired services and commissioning
Domestic oil storage tank spillage and fire risk assessment
Oil condensing boiler installation assessment
🔄 Changed
Users are prevented from deleting a contact group that is used by Xero integration which in some circumstances, causes the Xero settings page not to load. (162733)
Users are prompted to save the financial document before navigating away from the document, preventing accidental data loss. (190362)
Users are now prevented from saving a resource which has overlapping working hours, this is due to the impact it has on a wide variety of BigChange functionality. (195050)
When importing jobs into group jobs via a file import, the group job status will now update. (203994)
🐞 Fixed
Idling calculations have been updated to prevent excessive idling being displayed on the gantt chart in specific cases. (181873)
When using the jobsave WebService call, custom fields of the yes/no type are correctly mapped. (197866).
The correct date is shown on the dashboard after users navigate through different views. (200290)
