Back to Release NotesEnhancements:
Desktop
- The "Asset Group" and "Walk Order" fields have been removed from the default layout, and "Walk Order" is no longer a required field. However, the automated numbering logic for "Walk Order," which is based on asset type at the site, remains active.
- The "Edit" button in record and list views now shows a loading indicator when clicked, improving user awareness while the dialog loads.
- Users can now append images to individual checklist prompts, enhancing clarity and documentation.
- Introduced HTML-based templates, providing faster and reliable generation of documents
- A multiplier feature is now available for cost rates within billing categories.
- Checklist management is no longer restricted to admins and is accessible to all users.
Mobile
- Voice to Text Improvements and Work Notes
- Users can now toggle recording on/off or hold to record, enhancing usability.
- Voice to Text now allows appending additional text without overwriting existing text.
- Users can view and update notes directly within the app.
- Added a setting for notes labeled "Include in Report?" to determine whether a note should appear in Job Reports.
- Users can now append images to individual checklist prompts, enhancing clarity and documentation.
- Added the option to cancel while saving time entries.
Fixes:
Desktop
- The "Payment Terms" dropdown in recurring invoices now allows searching for all customer payment terms.
- Tooltip for selecting line items has been adjusted to prevent overlapping with item information.
- Creating a purchase order (PO) from a work order (WO) no longer results in a 500 error.
- Render issue on WO line items without related products has been resolved.
- The 404 error on the PO Wizard when accessing a job URL with the
?work_order=openparameter has been fixed. - The "stuck in saving" issue no longer occurs when "Refer to Delivery Notes" is selected as the "Deliver to" option. This has been tested with other options and with the field left blank.
- Fix unable to save a job/opportunity when site field is cleared
- Fixed an issue where generating invoices for existing Recurring Invoices using the old dropdown Due Date value resulted in an error (500). Now:
- The invoice date is correctly applied based on the next invoice date and the selected schedule (e.g., weekly, 14 days)
- The due date is automatically set to one week after the invoice date
Mobile
- "Time Entries," "Materials," and "Customer Invoice" are now visible to all users assigned to tasks under the same Job#.
- Asset hierarchy is now accessible on Mobile.
- Fixed an error that occurred when accessing the camera too quickly.
- The app now correctly identifies the user’s default warehouse, ensuring smooth Stock Take and Stock Transfer transactions.
- QR Scanning Issues:
- For materials, scanning a QR Code linked to a URL now prompts the user to add it as a product with the URL set as the description (for one-time purchases)
- In other modules, an error message will appear: "Unable to find item with <QR code>", preventing accidental product creation.
- Timer Accuracy When Completing Tasks
- Resolved an issue where the timer wasn’t shown or calculated correctly when selecting "Complete Task" while the job timer was running. The timer now appears in the time entry form, functioning the same as ending a job or travel, and saves the correct duration from the job start to the time entry save.
