New Features
- Added priority to the mobile app “places to go” so engineers can self-schedule their jobs
- Added the MOT date, and the generated job target date to the LGSR scheduling screens
- Added support for highlighting preferred engineers for a site when issuing work – this is easy to setup. You can add any engineers name into any site details and this highlight those engineers for that site as preferred if they also match the trade of a job. You can create multiple new site details for this – for example “Preferred Gas Engineer”, “Preferred Electrician” etc and have different names against each, or just a list of preferred engineers in one field. Preferred engineers who match on trade (or secondary trades) are shuffled to the top of the list.
- Improved the contrast of the proximity matching when issuing work
- Added previous status and the status changed date to the job messages report
- Added list of tasks to the new Sub-contractor portal
- Added the ability to bulk select survey types when printing PDFs from a multi-job invoice
- New user permission to control whether users can cancel jobs that have costs
- Added a “remove from project” option for jobs linked to a project – this also requeues the job for export to internal systems
- Removed all edit graphics from embedded PDF tables
- Removed the ability for users with ORDR_ADMIN permission to bypass the draft/approval process
- Added a tri-state checkbox for search stock movements by serialised stock items to improve reporting
- Added a “client” destination filter to stock movements report to help find serialised stock items currently on a customers site (backported to r20250414)
- Overhauled the process for users to reset passwords and request new passwords
- Added support for triggering a new KPI status date when the status is changed but the status date is the same
- Improved support for partially setup users of the mobile expenses features – both portal and mobile app
- Added telephone numbers to the Client Helped Summary report (Care and repair customers only)
- New report (based off the engineer setup screen) for banded costs filterable by depots, engineers, trades, day of week etc
- Changed the jobs to be charged report to show dates & times
- Added support for any date format to the Xero certificate importer
Changes For a Single Contractor
Added stock materials to the UWE Valuation report
- Added support for THA and BOI property types to the Spokemead/Northgate (NEC) APIs
- Changes to Proof Of Work survey
Platform Improvements
- First customer using Python 3.12.3 following fix for unicode mapping problem
- Cleansed unused mobile app builds from release platform
- Changed build and release platform to store build data in Postgres rather than flat files
Bug Fixes
- Fixed order history report when relying on last emailed tri-state filter
- Fixed editing of nominal codes
- Fixed archiving of costcodes
- Fixed mobile app exception using deprecated date/time picker on a rarely used screen
- Fixed HOT_WORK compliance survey PDF
- Fixed “hide holidays” personalised filter for dashboard
- Fixed error on gas levels report when summarising by serialised stock
- Fixed rotating the expenses screen incorrectly populating the search fields
- Prevented expenses from being processed from the mobile app without photos
- Fixed problem saving photos from some versions of Android
