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)

24.10.01 will be deployed to customers from 8th October 2024 onwards, with the following additions and changes.

🔄 Changed

DashCams

• Users can now view dashcam events even if the vehicle is not equipped with a BigChange tracker, providing more flexibility in monitoring driving activity. (304787)

Schedule

• When multiple jobs with the same end time are stacked before a shift ends, both jobs’ chevrons are now shown for the return journey, rather than only displaying the first job’s return journey chevron. This matches the behaviour of the journey to the job when they overlap, ensuring clarity by overlaying both return journey chevrons. (268864)

Dashboards

• The Sales Opportunity Dashboard now includes the ability to view won/lost sales opportunities over a specific time period and any overdue sales opportunities. This enhancement helps track success and identify missed opportunities that require attention. (307960)

Blueprints

• Custom fields attached to contracts can now be imported and exported using the blueprint functionality, allowing for the easy transfer of data within a single export, making it more convenient for managing contract information. (301663)

🐞 Fixed

Finance

• Invoices are now correctly attached to jobs when Xero synchronisation is enabled, ensuring smooth integration with Xero. (261453)

• Attachments from financial documents are successfully copied to group jobs when the copy attachment option is selected, making document management easier. (288824)

• The issue causing stock line details to reset when recalculating lines on financial documents related to jobs from sales opportunities and invoices has been resolved, ensuring data accuracy. (305698)

• Recalculating line items no longer changes the quantity value when the invoice contact is changed, preserving the original data. (305190)

• A mandatory supplier field has been added when duplicating a financial document to a Purchase Order, ensuring the screen displays correctly and improving the user experience. (307698)

Microsoft Add-ins

• The online Word and Outlook Add-ins versions now load correctly when working with formulas, improving functionality and stability. (301663)

• Editing formulas with special characters is now supported in the Word Add-In, providing greater flexibility in template customisation. (307461)

CRM

• Searching for contacts with names written in Greek returns results as expected, enhancing search functionality for Greek users. (271694)

Dashboards

• Purchase order costs now reflect the correct values, even when the gross amount is lower than the unit cost price, ensuring consistency between data on the platform and reports. (300911)

• Dashboards now adhere to the specific date type and range filters, accurately displaying data according to the chosen settings. (303972)

Booking Site

• When a contact user linked to a booking site user with multiple contact persons is deleted, the booking site user is only removed if no other contacts are connected, allowing selective removal of access to specific booking sites. (286211)

Tracking

• The map now displays the Default Map View country or region for customers without tracking devices, improving clarity for these users. (297999)

• Driving time is now correctly displayed within the box border, ensuring clear and accurate information. (307188)

24.09.02 will be deployed to customers from 24th September 2024 onwards, with the following additions and changes.

🔄 Changed

Purchase Invoicing - Open Beta

• Users can now set alerts for changes in the status of purchase invoices, keeping them informed of important updates. (251016)

• From the list view, individual purchase invoices can now be placed in query, streamlining the process for addressing invoice issues. (255057)

• Users can manually approve multiple purchase invoices for payment or synchronisation with a financial package from the list view, saving time on batch processing. (268651)

Dashboards & Reports

• New columns have been added to the Group WIP dashboard, allowing users to view profit and margin values based on invoices and credit notes received, enhancing financial visibility. (302127)

• The Standard Timesheet V2 has been updated to ensure that content is only displayed to users with the correct permissions, reinforcing security and access control. (265437)

🐞 Fixed

Map

• The vehicle's street name is now visible even when travelling through locations without a postcode, providing more detailed location information. (297020)

CRM

• The contact persons window now loads reliably without intermittent hangs, ensuring a smoother user experience. (297036)

• Duplicated sales opportunities can no longer use the same reference, maintaining accuracy and preventing confusion. (303303)

• The CRM Search and "Search anything" functions now support Greek search terms, expanding language compatibility. (271694)

Resource Management

• Absences added to all resources can no longer be accidentally removed from individual resources, preventing unintended removal from all resources. (298316)

Alerting

• For web users with restrictions, the unread alerts counter icon on the top bar now accurately reflects the real unread alerts count, ensuring correct notifications. (304158)

Scheduling

• Stability improvements have been made to the weekly schedule view, enhancing overall reliability. (271066)

• Loading a saved schedule favourite view while on the schedule no longer causes delays, allowing for faster access. (294884)

Finance

• The margin value in the financial document report now correctly matches the value shown on the invoice, ensuring accurate financial reporting. (307925)