25.05.01 will be deployed to customers from 6th May 2025 onwards, with the following additions and changes.

🚀 New

Dashboards

• A newfinance dashboard offering a detailed overview of the financial performance of jobs and group jobs. Track sales, costs, profit, and margin at every stage of the job lifecycle, regardless of status. Financial data can be analysed by job type, category, resource, contact, and vehicle to support informed decision-making.

Blueprints

• Easily export only the finance-related data you need with the newjob group finance blueprint options. Choose from fields such as Site, Site Reference, Site Address, Parent Site details, Selling Price, Left to Invoice, Job Group Owner, Planned Start/End Dates, Job Completion Date, and Sales Opportunity Reference. Multiple blueprints can be saved for different use cases, streamlining data exports.

🐞 Fixed

Scheduling

• The new Route Optimiser now handles longer waypoint names (over 50 characters) without issue, ensuring smoother job loading and planning. (331405)

Reports

• Running the Speeding Report is now error-free, delivering reliable insights without interruption. (314059)

Automation

• Creating complex logic is now more seamless—nested automation formulas can be named without the window closing unexpectedly. (317947)

• The What3Words integration now functions reliably in automation workflows, enhancing location accuracy. (336706)

Messaging & Document Sending

• SMS messaging within CRM now behaves consistently across the system, improving communication reliability. (329408)

• The BCC field in automated document sending now validates correctly, preventing issues and ensuring messages send successfully when BCC emails are within the 300-character limit. (327880)

Invoicing & Payments

• Template keywords for ‘Amount Paid’ and ‘Balance Due’ now work as expected when using BlueSnap, ensuring payment information displays accurately. (329550)