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Week 2: March Enhancements: Delivering More Value

Mar 14, 2025

Enhancements:

  • New Scheduler/Calendar
    • UI and UX improvements
    • Global search for finding jobs and quotes
    • Creation of template
    • Added indicators
    • Full screen view of calendar
    • Scheduler settings for customization
    • Added an option to enable holidays in calendar settings.
    • Changes are now automatically saved in local storage.
    • Updated the legend UI in listings and enabled the legend as a filter.
  • Improvements to Advance Reporting
    • Added the ability to group by both text and numeric fields.
    • Renamed "Top X Values" to "Field" for improved clarity.
  • Add ability to include job checklist in job asset inspection report
    • fix layout for both job inspection report and job report
      • Only inspection status are being colored instead of having the full row as colored in assets section
    • fix checklist signature image dimension to 200px max both width and height
    • fix alignment for show only failed assets option in inspection report dialog (the one for selecting an asset types to display in the report)
    • fix width to 1024px to public basic inspection/checklist report
    • all asset types will be selected by default in inspection report dialog (the one for selecting an asset types to display in the report)
  • Add configurable option to show full job checklist report on job report
  • HTML template for Job inspection summary report will be enabled by default
  • Enabled HTML page numbers by default


Fixes:

  • The date format will now align with the user's local timezone.
  • The "Show In Progress" checkbox is now checked by default, ensuring in-progress generated recurring jobs are appended to the list based on the current filters.
  • The "Next Job Date" now defaults to "Next 30 Days" (if no filters were previously set). Any changes to this filter will continue to be saved in the cache.
  • Fixed checklist template uses HTML even though it was explicitly turned off
  • Fix empty asset type field when editing an asset checklist (94de817)
  • Remove default serial number report field in html template

Mobile App v2025.1.0

Enhancements:

  • New Scheduler/Calendar
    • UI and UX improvements
    • Global search for finding jobs and quotes
    • Added an indicator in the calendar view for days where the user has at least one scheduled event.
    • Repositioned the Calendar tab to the leftmost part of the main task list.
    • In the Calendar tab view, the calendar is now hidden by default, displaying only the schedules list. Added a "View in Map" button that navigates to the Map view, filtering nearby tasks by the selected date.
    • In the main task list, when the selected filter is Today, Overdue, or Upcoming (with date filters), the listed items now use the Schedules table. Otherwise, the Tasks table is used.
    • In both the Calendar tab and Map tab, the listed items are now Schedules.
    • Made Job and Quote (Opportunity) record view screens accessible when a Schedule has no activity_id.

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