This release features 68 individual change requests, features, and bug fixes. We have been experimenting with a slightly different sprint team structure over the last month. One of the teams has been working on a tweak to the existing SMS functions so that anyone can have access to on-demand SMS sending from a job sheet. This feature is now available to anyone who needs it – just let us know and we can turn it on.
We’ve also created a new survey layout which is available to all customers. The new layout features a coversheet with a summary of pass/fail, and critical risks. The survey relies on certain questions appearing in the list the engineers complete on the mobile app – most notably a “pass / fail” question – but this is easy to create. We can walk you through the process of adding this PDF layout to your system so you can experiment with it.
New Features
- Created a new survey layout to support a summary of pass/fail criteria on the front sheet, and to display a breakdown of critical risks
- Added job completed date to the (electrical/gas) annual survey “no access” report that lists no access 1/2/3/4+
- Added on-demand SMS feature [back ported to April release]
- Added support for SMS to (+44) mobile numbers
- Enabled ad-hoc reporting of engineer timesheet elements outside of the PDF as a standard report
- Added export options to the engineer timesheet report
- Improved support for the STANDARD survey PDF layout when setting up new surveys
- Added asset creation date to the job site report
- Allow reversed purchase invoices to be sent over the Eque2 interface
- Added filter for job reference to the find purchase order report
- Added support for triggering notification email when engineer requests leave from the mobile app
- New report summarising weekly engineer attendance times, sales, and materials usage
- Added a system option to control whether split job attachments are shown on the primary job sheet
Changes For A Single Contractor
- Changes to PO footer “Standard terms….” to “..see website.”
- Added overnight SMS notification of appointments booked in a day, reminder of appointments due in the next day, and en route notification
- Change PO reference formatting on PDF
- Mobile builds for new customers
- New “Point of work” risk assessment
- Added job description to the visit sheet PDF
Platform Improvements
- Improved SMS debugging
- Improved support for billing of on-demand SMS messages
- Continued PHP8 migration preparation – including confirmation that all YouTube tutorials are covered
- Continued Firebird4 migration preparation
Bug Fixes
- Removed the need for a leading space for SMS sender details
- Fixed “chase suppliers” communication
- Fixed sales invoice batch creation where duplicate non-archived contracts exist for a client
- Fixed moving of attachments from one job to another
- Fixed the display of important asset notes when emailing orders via “Issue To Sub-contractor”
- Fixed duplication of items requiring action when a split job referred to a different category from the primary sales job
- Fixed multi-select region filter passing through from the dashboard
- Fixed attachment preview when asset attachment job sheet widgets are personalised as HIDDEN
- Prevent (with warning) overflow of purchase order line, and increase limit
- Prevent duplicated absences from showing as two days on the PDF timesheet
- Suppressed the “visible to” options from purchase order attachments – as they only relate to clients and engineers which are not relevant to POs
- Fixed retrospective clock off on the mobile app so mileage is correctly saved
