Building Momentum: Second Week of February Enhancements and Fixes

Feb 13, 2025

Expanded Cover Letter Variables
- Users can now include additional details from the Contact and Assigned User records in the cover letter, such as first name, last name, email address, and phone numbers, etc.
Moved the pricing and buy price sections to a different location for better clarity
When applying a template, only populated fields will be overwritten, leaving blank fields unchanged. Additionally, these fields are now optional, giving users more flexibility in managing template data.
Add customer to mappable fields in assets import wizard
Minor Checklist Improvements
- Removed the Internal Notes section from job details in HTML templates.
- Added the ability to customize the ordering of checklists in HTML document templates.

Fixed Line Item Ordering in Quotes & CI: Newly added line items in Quote Version and CI will now appear below the last added item, ensuring a consistent ordering experience. Previously, new line items were incorrectly added above the last one. This issue did not affect RI, PO, and SI.
Fixed an issue where checklist reports were missing from job reports when attaching them to customer invoice emails.
Fixed a 500 Internal Server Error when accessing Asset Location History.

version 2024.5.6

Enhanced Communication & Media Capabilities
- Added the option to send emails through the app, with records logged against the job.
- Introduced video recording with a maximum duration of 60 seconds.