25.02.02 will be deployed to customers from 25th February 2025 onwards, with the following additions and changes.

🚀 New

New template keywords – Total Cost, Margin, and Margin (%) – have been added, enabling automation and alerts to trigger when jobs do not meet the required margin. This helps ensure profitability and proactive decision-making.
Waste industry reporting has been enhanced—customers now have access to the Generic Hazardous Waste Report and the National Operator Waste Return, simplifying compliance and regulatory reporting.

🔄 Changed

The Job Performance Dashboard now includes all top performers, rather than just the top 10, providing a more comprehensive view of high-performing resources.
Dashboards now fully respect platform restrictions, ensuring that jobs displayed on the Job Time Adherence Dashboards accurately reflect restriction settings.

When changing a job contact’s parent contact via the contact dialogue (launched from the job dialogue), the primary person for the new parent is now correctly updated on the job, ensuring documents are sent to the right recipient. (294895)
Recurring linked group jobs can no longer be rescheduled via calendar views, aligning with job edit restrictions. (300492)
Job activity is now correctly recorded when using a combination of templates between single and group jobs, ensuring accurate activity tracking. (313579)
The scheduling assistant no longer suggests already double-booked times for job planning, preventing conflicts. (314228)
Enhanced monitoring for new travel time calculations now ensures travel home time chevrons display correctly on the schedule. (320980)
The Selected Jobs button within a contract on the job grid now allows users to perform actions such as rescheduling, cancelling, or reallocating jobs. (330161)
"Note to Client" and "Internal Note" fields are now truncated when assigning a quotation to a job, preventing error messages. (312806)

French users can now edit and manage vehicle details without needing to remove spaces in numeric fields. (315038)

Jobs with multiple stops now correctly appear on the map, ensuring accurate job location tracking. (328165)

Group Job Overview figures now display correctly after a quote is converted, ensuring accurate reporting. (326511)

The online payment link keyword now only generates a valid payment URL for invoices or proforma invoices, preventing incorrect payments on non-payable documents. (329783)
Users of Xero can now attach quotes and purchase orders as job attachments without issue. (315055)
Special characters in sales opportunities custom fields are now correctly handled, improving data entry flexibility. (317940)
When importing contracts, the VAT code is now correctly set if a VAT rate is included. (312541)
The predefined invoice item columns in line item templates now dynamically adjust based on the number of custom fields, up to a maximum of two. (312671)
Financial templates now validate correctly without errors, ensuring smooth processing. (307050)
Predefined invoicing items exempt from Domestic Reverse Charge (DRC) now correctly display the Total Excluding VAT. (297633)
Invoice line items now display with the correct font when generated from a template, ensuring document consistency. (298999)

The GenerateFinancialDocForJob API call now allows users to set the Bank Account as needed, improving financial document flexibility. (314955)