It has been a quick turnaround since the last release – we have augmented the ‘Issue to subcontractor’ process, added support for additional details on the mobile app to remind engineers to log in and out of third-party portals, and a surprising amount more in the last 20 days! All these features have been requested by our current users in the last month, and have been through the full development cycle to be delivered by this release.
New Features
Added the ability to create new purchase order lines during the ‘Issue to subcontractor process. This allows the users to put specific instructions or add additional products to an order prior to the automatic email-to-subcontractor feature notifying the subbie. Most of the time access to sales lines and manual description has always been sufficient, but we’ve recently found a few edge cases where a manual purchase order line or two was necessary, so we now support more complex manual entry before issue/email.
Extended the capabilities for prompting engineers prior to, and after the visit – we have had pre-visit warning and hazard notification since 2005, but often this has needed to be stretched to cover additional tasks for the engineer, for example links to asbestos registers etc. To allow for a more detailed and flexible approach to this we have now implemented additional asset detail/register entries that can be specifically added to the pre-visit and post-visit screens to give engineers additional site specific instructions without impacting on hazards and other warnings. The short-term impact of this is that it is trivially easy to remind engineers to log in and out of 3rd party portals at key stages in the visit.
Added the ability to archive surveys. Historically we have just disabled them, however as creating and managing these is now almost exclusively an end-user task rather than something we setup during implementation, we’ve realised that an additional layer of archiving would be useful.
New export classes for purchase and sales invoices to Eque2 (Sage)
Added operative name to the sub-service job report on the standard jobsheet to support new processes relating to FIRAS fire safety visits.
Added support for overriding Purchase Order reference on PDF to show internal ticket reference to dovetail in with Eque2 purchase invoice approval and job costing.
Added support for displaying alternative Purchase Order reference on the mobile application to mirror the PDF changes as part of Eque2 integration.
Changes to how the last service date (for MOT LGSR) is displayed on asset register reports.
Added a banner to the onsite mobile app to highlight when engineers have arrived on site.
Added new filters to the jobs to be approved report.
Added more support for status colours on the items requiring action (dashboard) report.
Bug Fixes
[backported to the r20220620 release] Fixes for warning of invoice discrepancies
Batch print of timesheets was not respecting activated or sub-contractor filters
Removed limitation on number of sales lines on a job.
Fixes to “find asset” by asset register details.