New Features
- Added a way to record a signature against a survey so apprentices can be added to pre-visit RAMs
- Added a way to set a (unique) default product code against the supplier to be used when importing invoices using the new AI agent
- Altered the operative diary screen to keep the diary functions at the top at all times
- New filter on the Find Job Report for superusers to be able to filter for a list of jobs
- Added a contract containing filter to the visit statistics report
- Added invoices in a taxpoint range to the job site report
- Added depot to the recent attachments report
- Changed the absence booking popup on the operative diary to prompt for a reason to be selected, to match the absence booking screen
- New mileage report with filters and highlighting for unusual mileage, and support for corrections
- Added SOR “task” to the invoice batch report to help provide supporting application evidence
- Added job description to the first fix detail report
- Added fields for purchasing/invoicing per user limits to the system users report
- Added a status label to control the failure job status for AI supplier invoice PDF parsing
- Added a filter to show the full image on the Recent Attachments dashboard report to allow the report to be used on a big screen to monitor incoming attachments
- Added a new field for location to the related process jobs report
- Updated order line matching for AI invoice importing to allow for multiple matches for the same product code
Changes For a Single Contractor
- Changes to the UWE/Archibus integration – handle multi-byte charsets;
- Created an new “surveyor” build
- Changed the HomeGroup API to suppress corrective visits from the notification batches; added SOR description to the application evidence report
- New mobile app builds for new customers
- Altered the additional job details report to prevent access for client portal users
- New Evidence Report – Ventilation for Dwellings
- Tweaked communication templates to default to AM/PM instead of time for a single contractor
- Handle version number for the SFG20 Integration; added a mobile friendly page to allow engineers to see full SFG20 task details
Platform Improvements
- Continued migration from native FB to PDO
- Continued new dashboard layout
- Continued automated billing
- Improvements to internal orchestration monitoring
Bug Fixes
- Improved the UI for the assisted intelligent allocation
- Fixed the Customer Support Portal to support new API key
- Fixed dashboard widgets displaying “0” values using PDO
- Suppressed some internal financial reports from the “All reports” list
- Fixed the batch printing of invoice PDFs when filtered for a single invoice
- Fixed a bug in the email importer to job notes to allow customers with email importers to also use the AI invoice parsing
- Fixed a bug where duplicate records were causing values to be incorrect on the operative performance report
- Fixed 12pm – 1pm slots appearing as ‘AM’
- Fixed a bug where it seems the asset details don’t update on the mobile app
