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Week 3 of June 2025: Mid-Month Improvements: Strengthening Capabilities

Jun 19, 2025

The mobile app now includes a prompt for sending job reports post-completion, customizable with HTML templates, and an updated asset list showing asset names during job selection. The Site Notes and Access Notes fields are added to the default layout in the Site module, and enhanced search capabilities are introduced with new filter operators for custom fields. The site name is highlighted in the Sites module, and browser titles now include record names with updated labels. In Asset Management, a 'Manage Assets' option is added to the Asset widget, and the Customer module now includes an Assets widget. Page refreshes are no longer required when saving changes in Managed Assets, and new filtering options have been introduced. The Sites dropdown now shows location and customer names, and several fixes have been implemented, including handling negative stock levels, completing unassigned tasks, and fixing calendar format issues. The mobile version 2025.2.8 offers enhancements like a relocated "Edit Job" button, availability of Site Notes and Access Notes.

Exciting Enhancements! 🚀

🌟 We've added a nifty prompt in our mobile app to send job reports right after completion. Now you can configure your reports using HTML templates effortlessly! (Note: For ODT templates, this feature won't have an impact.)

🛠️ Get a clearer view with the Asset Name now showing up in the asset list during job selection.

📝 Site and Access Notes fields are now part of the default layout in the Site module for seamless information access.

🔍 Enhanced search capability: Text, TextArea, and URL custom fields now come with new filter operators.

🏷️ In the Sites module, the site name is prominently highlighted and displayed before the location address for easier navigation.

🌐 We've revamped browser titles to include record names and updated several labels for better clarity, such as 'Users' changed to 'Manage Users' and 'Roles' to 'Manage Roles'.

Asset Management is better than ever! 💼

🔧 The Asset widget now features a 'Manage Assets' option in both the Sites and Jobs modules.

🖥️ The Customer module gets an upgrade with an Assets widget, including a 'Managed Assets' view.

🔗 After importing, easily find a link to the most recent asset import at the top right of the page.

🔄 No more forced page refreshes when saving changes in Managed Assets!

🚫 If an asset linked to a job is deleted from Managed Assets, it will be correctly removed from the job.

🔍 Enjoy new filtering options by Job Number and Customer for precise searches.

📍 The Sites dropdown now displays both location and customer names for easy identification.

📅 The 'Variant' field is now on the Manage Assets page, and 'Expiry Date' is included in the default Asset layout.

📥 Import entries with the same item and customer ID seamlessly.

🔧 Re-enabled custom fault capturing and enhanced our quote options with a new HTML template and form layout.

🏡 Customize your home page and enjoy improvements to the asset dashboard.

Fixes Galore! 🛠️

🔧 Negative stock levels? No problem! Update items to a non-negative quantity easily in Work Orders.

🗂️ Completing unassigned tasks now automatically marks jobs as completed by the user who finishes them.

📅 Fixed calendar formats and filter clearing issues for a smoother experience.

🚫 No more BadRequest errors! We've improved notification handling and resolved related issues.

📆 Enhanced the Import Recurring Job template so date and time values are easier to manage.

🔧 Various server errors and data import issues have been fixed for smoother operations.

✨ Enjoy these exciting updates and fixes that make navigating and managing your assets a breeze! 😊

🚀📱 Exciting Update: Mobile Version 2025.2.8 is Here!

🌟 New Enhancements:

🔹 Effortlessly send job reports upon completion with our new prompt! Customize your report using the HTML template for a personalized touch. Note: ODT templates will receive the prompt but remain unaffected.

🔹 We've relocated the "Edit Job" button to the bottom for a seamless experience—no more overlapping with form fields!

🔹 Stay informed on-the-go with Site Notes and Access Notes now available for Jobs, Quotes, and Tasks in the mobile app.

🔹 Enjoy a consistent look with our job background indicator for the "Awaiting Invoicing" status, now harmonized with the desktop version.

🔹 For clients who have enabled it, custom fault capturing is back for asset types lacking predefined faults. Simply adjust your system settings > mobile > enable custom fault capturing.

🔹 Seamlessly link the inspection checklist directly from the asset, if available, for a streamlined workflow.

🔧 Key Fixes:

🔹 Resolved the issue of duplicate defects when a prompt fails—smooth sailing from here on!

🔹 Fixed the fault count inconsistency during asset inspections to ensure accuracy.

🔹 Ensured that required checklists display correctly when a job transitions to "awaiting invoicing."

🚀 Hotfix Release Alert! 🚀

✨ Enhancements Galore! ✨

📝 Spruce up your quotations with brand-new checklists in the HTML template!

🔍 Automatically select the default asset checklist to keep your processes smooth and efficient!

🔔 Introduce "Recommendation" and "Informational" as default severity options for more clarity!

📊 Need specifics? Use the "Show Failed Assets Only" option in the job report dialog!

🔄 Clearer communication: "Defects Awaiting Quoting" is now "Assets Awaiting Quoting"!

🐞 Fixes You’ll Love! 🐞

✅ Export with ease! Customer ID, Department ID, Asset attributes, and custom fields now all included, plus a neat repositioning of the Assets widget

🚨 We've tackled a tricky issue where line items were being unintentionally deleted when you updated a job without modifying those

✨ We've spiced things up! ✨ We've updated the hover text to proudly display "Customer" instead of "Company"

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