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Week 4: March 2025 Wrap-Up: Continuous Improvements

Mar 27, 2025

Enhancements:

  • Default module settings improvements
  • Added the ability to set a primary schedule.
  • Job view now displays the linked task name and link, if applicable.
  • Added the ability to clear the value for substatus.
  • Added "Download Documents" option to the portal for the Quotes and Jobs modules.
  • Improvements to Asset Listing and Job Reports
    • Add asset name to asset modules listing if available
    • Add asset name to linked assets widget listing if available
    • Fixed walk order display to display decimals only when available
    • Add Replaced Asset and Replaced By Asset field in assets module (for asset replacement feature in mobile)
    • Add information of the replaced asset in reports, this displays a row below the replaced asset containing Replace By: [Serial Number]. The serial number is anchored to the row where the replacement asset is. This only works on pdf viewers. This covers both job inspection summary report and job report HTML templates
  • Add delete icon on the old scheduler
  • Default the due date to today at the next whole hour and the estimated duration to 1 hour in Schedule form
  • Add week view to scheduler
  • Make the “Job” as default selected module in scheduler Cart Content settings
  • Added support for calling a webhook in workflow actions, with an option to include authentication (Basic Auth)

Fixes:

  • Resolved 500 error when syncing a customer whose phone number has a null code.
  • Tasks for jobs without a customer no longer appear in the task list (New Job Scheduler) or activities.
  • Fix unable to schedule after creating Job using Job wizard
  • When using the Job wizard, and click the schedule in last step. Can’t schedule the create job
  • Fix address not rendered properly in calendar
  • Job details are now displayed, and color status has been added.
  • Fixed issue where a strange [] character appeared in global search results.
  • Fix transition of Job’s Status
  • Fix transition of Task’s Task Progress
  • Fix should not display “Schedule” in activities when task has no job_id and opportunity_id
  • Fix creating schedule_tasks when creating Task in any module

Mobile App v2025.1.2

Enhancements:

  • Add ability to replace an asset
  • Revamped asset list displayed details
  • Inactive/active indicator in asset list
  • Add ability to remove value for text and scannable input
  • Fix push notifications for job/quote scheduling
  • Add ability to clear value for substatus
  • Implement invisible captcha
  • Add voice to speech on email body field
  • Add ability to use email template when composing email
  • Default email recipients to contacts of a given job

Fixes:

  • Fix status menu on assets list not updating count
  • Fix serial number field cursor going back to end after updating the value when placed in the middle
  • Fix error when transforming unit price with unsupported value
  • Adjusted max decimal to 3
  • Fix blank schedule and related information
  • Fix job details changing in mobile after going back to list and selecting another schedule

Internal Notes:

  • Replaced captcha with enterprise captcha to support mobile invisible captcha
  • Add retry to database insert/update when unique constraint occurs
  • Fix notification for running task
  • Fix error when refreshing a list and immediately going back to previous page

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