New Features
- Added warnings to the status change screen when manually skipping a job to beyond the invoice generation process.
- New dashboard widget summarising user activity for the current day.
- Added the ability to display survey attachments to the mobile app. This is to support attaching RAMs documentation to risk assessment surveys, so engineers can confirm that they have read the method statements.
- Limited the ability to edit ordered quantity of job SOR lines for interfaced clients that also have a process to request and approve variations. This is to prevent users from being able to accidentally bypass variation request processes for jobs received via APIs.
- Added a grace period for engineers to update to latest mobile app. Engineers will now be able to see their jobs for a couple of days after a new app has been released without needing to upgrade, however after the period has expired the jobs will be hidden until they update.
- Added nominal code to supplier price importer so newly created product codes get the correct accounts nominal code.
- Added extra WIP fields for costs and sales to cutoff to the standard WIP report.
- Added a new communication substitution for Last Recorded Visit date on a job.
- Added a system option to control whether priority times include or skip weekends and bank holidays. The default settings preserve the old behaviour of including weekends so all existing priorities greater than a week will continue to work as expected. If you need to have this set (eg for a 3 working days skipping weekends) then alongside the system option change you will need to remap priorities to remove the skipped hours from the target times – call us to discuss, it is easier than it sounds!
- Added “repeat” to absence booking to allow for daily/weekly/monthly/yearly.
- Added the contract reference to the contract description column on the asset contact report so the exported spreadsheet can be easily sorted.
- Added “part payment” ability to purchase invoice payment screen.
- Added a related purchase invoice lines widget to the jobsheet – very similar to the existing related purchase lines, but showing individual taxpointdate for each line.
- Added a system option to control whether we display estimated values on the items requiring action report so that we can avoid the performance penalty on contractors who don’t need it.
- Added costcode to project creation, adding jobs to a project, project history report, and as both a field and filter to the find project report.
- Suppressed columns relating to the job on the purchase report when it is embedded as a widget in a jobsheet to prevent duplicating the information already on the screen.
- Change the bulk SMS feature to better support individual on-demand SMS triggered from the jobsheet.
- Added originating supplier to the refrigerant/cylinder stock levels report (where we have tracked from initial supplier).
- Added restrictions to editing purchase order header and purchase order contacts to sync with the line editing and approval processes.
Changes For A Single Contractor
- Changed Eque2 purchase invoice export to use client’s reference rather than the client’s name for orders linked to a job.
- Surfaced “Job Category” as a substitution on a specific quote communication template. The field is now available to all contractors, but only used on a single instance.
- Changed timesheet PDF to not deduct rolling overtime from weekly totals. Also added a new daily summary report before the final summary to help communicate how the final summary totals are calculated.
- Changes a visit PDF so a specific client gets the raw visit times, and other clients get adjusted (rounded) visit times.
- Added inscope/out of scope to the Accruent/Coop integration for all contractors – using different parameters.
- Implemented engineer specific lunch break deductions from timesheet PDF.
- Added job description to the Fire Door Evidence survey to appear to be “part” of the address.
- Implemented auto-passing of purchase invoices on the windowed invoice entry screen.
- Added the contractor name to the purchase order PDF.
Platform Improvements
- Approaching the completion of a spring clean on all mobile app screens – this includes updating the styling to be cleaner and clearer. See Youtube video announcement. The functionality and process of the app remain totally unchanged, this is purely a cosmetic update to leave behind some styling decisions dating back to PalmOS and Windows Mobile that had been replicated in Android versions.
- Continued PHP8 support fixes.
- New bulk mobile app build option added to our CI/CD platform to automate the synchronisation between back office and mobile app builds to make it easier for the support team to retrospectively push app updates to engineers.
Bug Fixes
- Fixed the association of mobile timesheet portal notes with the correct visit on engineers timesheets PDF.
- Suppressed archived jobs from populating the last completion date for some ACR visit sheets.
- Added entry limit to additional notes lengths that can be created from job entry to prevent truncation at the field size limit.
- Applied the system option “raise_postinsp” to control the appearance of the “Raise Post Inspection” button on the jobsheet.
- Respect the default setting of “visible to engineer” and “visible to client” when dragging attachments onto the jobsheet to upload them. The same settings were already being used when processing attachments through the upload form.
- Changes to sub-queries in the “assets” report so it loads in a reasonable time when showing all assets for a client.
- Fixed Archive filter on parts setup report.
- Fixed the suppression of zero quantity purchase orders from the purchase lines report on the jobsheet – specifically to handle zeroes in different ordered/delivered/invoiced columns and not just relying on the base order quantity.
- Fixed date format problem for bulk job updates from items requiring action reports.
- Forced reload of attachments list on the order sheet when attachments are dragged onto the screen.
- Fixed filter parameters for batch printing of timesheets.
- Fixed the download asset list constructor.
- Fixed the trade filter on “Find Sales invoice” report.
- Prevented report crash when using a recursive asset lists for related clients.
- Correctly populate asset details into the search fields when editing a project header.
- Fixed mobile app to correctly pass through the mileage for builds that suppress mileage from everywhere except clock on and clock off.
- Fixed a calculated field on the near miss report so thumbnails work.
- Fixed windowed purchase invoice launching to pull in the correct DRC VAT settings when changing PO on the fly.
- Fixed operative absences report timestamps so they can be sorted in CSV export.
