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March 2025 Week 3: Mid-Month Updates: Focused Improvements and Fixes

Mar 20, 2025

Enhancements:

• Tasks, Jobs, and Quotes will now be automatically marked as "Unscheduled" when all associated schedules are removed.
• Introduced a "Schedules" tab in Tasks, Jobs and Quotes, making it easier for users to manage schedules directly within the task.
• Added the ability to create new schedules within the "Schedules" tab for improved workflow flexibility
• Re-labeled "Schedules" to "Schedule" and moved it after the Information tab.
• Defaulted the due date in the Schedule form to today at the next whole hour, with an estimated duration of 1 hour.
• Added a "Go to Date" picker in the new scheduler for easier navigation.

Fixes:

• Fix listing in new scheduler when department tracking is enabled
• Fix loading indicator when searching in new scheduler
• Apply department tracking when user is not admin
• Fix inability to schedule when default scheduler settings is not saved
• Add filled check to schedule task in record view
• Fix the display of task name in old scheduler
• Fix the job and quote search in scheduler when combined in default dropdown filter
• Fix the display of indicator when scheduling in record view
• When scheduling a single job, that job is now preselected
• Removed auto-complete for last names in the Job/Quote Wizard. The input field now displays "Add New Customer" instead
• Set the default width to small for all users
• Fix issue with two sets of events showing
• Fix dropdown validation when creating Recurring Jobs
• Fixed an issue where filters in the list view were not functioning as expected.
• Resolved a discrepancy where the total job count based on job status did not match the displayed total.
• Resolved a500 error when filtering by department.
• Fixed an issue where schedules with no assigned user were still appearing in the list.
• Fixed a 400 error caused by the API processing an "undefined" value from the client.
• Custom fields with default values are now correctly applied when using the following features:
  • Wizards
  • Customer
  • Contact (on all wizards)
  • Opportunity
  • Job
  • Purchase Order
  • Public API (Create & Upsert)

Mobile App v2025.1.1

Enhancements:

• Enhanced QR Scanning & Asset Search Logic
  • QR Scanning:
    • If a site is assigned, only assets matching the serial number and linked to the site will be displayed.
    • If no site is assigned but a customer is present, assets linked to the customer will be shown.
    • If neither a site nor a customer is assigned, a system-wide search will be performed.
  • Asset Search:
    • If no assets are linked to the job, results will be filtered based on site, customer, or system-wide availability.
  • Automatic Asset Linking:
    • Any unlinked asset found via search or QR scanning will be automatically linked to the job (if not already linked).
• Enhanced Parent Asset Search
  • The parent asset field can now search for assets based on the customer and site of the job when creating or editing an asset:
    • If a customer is assigned but no site is present → Displays assets linked to the customer.
    • If a site is assigned → Displays assets linked to the site.
    • If neither a customer nor a site is assigned → Displays all assets.
• Calendar Enhancements
  • New Setting: Hide/Show Completed Work
    • A new setting allows users to toggle the display of completed work in the calendar.
    • Accessible via Settings > Display Completed Entries on the Calendar (enabled by default).
    • When turned off, the following will be hidden:
      • Jobs: Status = Completed
      • Quotes: Status = Closed Won or Closed Lost
      • Tasks: Status = Completed
    • The calendar list will automatically refresh after updating this setting.

Fixes:

• Calendar Fixes
  • Resolved an issue where missing checklist data appeared after saving and immediately refreshing the list.
  • Addressed a bug where uploading multiple images in a checklist could cause data loss when refreshing too quickly.
  • Fixed an issue where the calendar list status did not update after completing a job, quote, or task.
  • Added a strikethrough for completed jobs and quotes in the calendar, matching the existing behavior for completed tasks.