Improvements - November 14th
Fieldworker Task History on Timesheet Report
Timesheet Reports now include a fieldworker’s task history including travel details, scheduled details and actuals. This allows you to easily see and track a fieldworker’s hours from start to finish.
Expanded Email View for Email Purchase Order
The "To" field located in the Email Purchase Order window now shows the full email address to provide you with better visibility.
Report Name Appears on Exported Files
You can now easily view the Report Name from an exported file by selecting “Show on Report.”
Updated “Actual Finish Date” column name to "Status Change Date"
In Accounts > Invoicing > Uninvoiced Jobs the column name Actual Finish Date has been updated to Status Change Date, since this field reflects the last date a modification was made.
Improvements - November 12th
Filter by Inactive Users
Admins can access a new filter option in Settings > Team Settings > Users. This allows Admins to easily see All Users, Active Users or Inactive Users.
Quickly Add Payments
Admins can now quickly access a new Add Payment button below the Billing Details section on the Job Record. This new option is easy to access and reduces clicks.
Filter by Multiple Tags
Admins can now filter by multiple tags in Accounts > Inventory > Inventory & Labor Items. This allows Admins to refine their search and quickly find the items they need.
Access Job Code from Quotes List
Admins can now easily access the Job Code from the Quotes List to easily start scheduling and assigning jobs.
Search by Check Number
Admins can now search for Check Numbers when in Accounts > Invoicing, so they can quickly refer to previous payments that have been made.
The following items were released on Nov 4th.
Custom Message for Statements
Admins now have the ability to preview and send a Statement that includes a custom message in order to provide customers with additional context and information.
Description & Notes Fields on Duplicate Quotes
Admins can now quickly capture important quote information in the Description and Notes fields, when duplicating an existing Quote.
Updated Placement of "Send me a copy" Checkbox
The “Send me a copy” checkbox has been moved to the left in the Email Job Card and Quote pop-ups. This prevents Admins from inadvertently hitting the Cancel button.
Fix to ensure that the To and Message fields in the Purchase Order Email are populating.
Fix to ensure that users are able to send Purchase Order Emails when no subject is included.