Back to Release NotesEnhancements:
- 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
- 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)
- Only inspection status are being colored instead of having the full row as colored in assets section
- fix layout for both job inspection report and job report
Fixes:
- Fixed checklist template uses HTML even though it was explicitly turned off
- Fix empty asset type field when editing an asset checklist
- Remove default serial number report field in html template
- 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.
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.
