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Week 1 of March 2025: March Forward: New Enhancements Ahead

Mar 06, 2025

Enhancements:

• New Asset Report in Jobs
  • The Inspection Summary Report is now available in the Jobs module, with options for both template and HTML formats.
  • The "Share in Portal" feature no longer encounters an error. Shared files are now correctly added to Uploaded Files and are available for download in Fieldmagic and the Portal.
  • Page Numbers: A new setting allows users to enable page numbers in reports. This can be toggled in: Settings → Configure PDF → HTML Settings → Enable Page Numbers.
  • Job Reports
    • Improved Job Report Details:
      • Empty sections are now hidden.
      • The header has been streamlined to display only:
      • Customer and Address
      • Date Completed
      • WO/PO Number
      • Job Summary
  • Assets
    • Serial Number Links: Clicking on a serial number now redirects to the linked public asset checklist full report.
      • The serial number will always appear first, whether it was originally included or not.
    • Default Report Fields Update: For asset types without predefined report fields, the default displayed field has been changed from Notes to Fault Details.
    • Inspection Photos: Inspection photos are now included for each linked asset that does not have a checklist.
  • Checklists
    • Checklists are now listed in the configured order.
    • Background colors are applied based on checklist status.
    • The Checklist column is now clickable, redirecting to the public checklist full report.
  • Inspection Summary Report
    • The header details have been simplified, now displaying only:
      • Customer and Address
      • Date Completed
      • Job Summary
      • Asset sections, similar to Job Reports
  • Checklists (HTML Template)
    • Images are now reduced to 200px with links redirecting to the full-size image.
    • Grouped prompts: Group name rows now have a background color based on configuration.
    • Instruction rows: Background color now reflects configuration settings.
    • Comments Column: Comments are now displayed as a third column, but only if at least one prompt contains comments.
    • Additional Images: Hidden when no images are provided.
• Added Every 8 Months period to recurring jobs
• New clients would have HTML templates enabled by default
• Add Full Report column for both Job Report and Job Inspection Summary Report HTML templates
  
  • Added public basic inspection report for assets linked to a job that do not have linked asset checklist.

Fixes:

• Resolved a data format issue in the database. The Date field, including custom date fields, now supports the MM-DD-YYYY format when applying filters in the list view.
• Asset merging now functions as expected. Users can merge up to three records without encountering console errors.
• When a customer has a default pricebook set, it is now automatically selected in the work order of the related job.
• Fixed Job and Quote wizards: When a customer has no site, there's now an option to create one.
  
  • Successfully tested the following scenarios in the Job and Quote wizards:
    
    • Customer with existing site(s) selecting one of the available sites.
    • Customer with existing site(s) creating a new site.

• Fix internal server error when rendering public checklist report when html option is turned off
• Fix page title for public checklist report

• HTML Layout Improvements for Job Report and Job Inspection Summary Report
  • Fix misaligned borders on assets
  • Fix thumbnails width to 200px max which avoids the table width to overflow and becomes hidden