Back to Release NotesWeek 4 of July 2025: July Wrap-Up: Refinements & Fixes
Jul 24, 2025Enhancements include menu cleanup improvements, the ability to upsert data using external IDs, adding contracts to global search, and changes in contract management. Fixes address issues such as asset types not found for standard 2019, problems with site selections and duplicate site entries in contracts, and various issues with recurring jobs and contract fields. The mobile version 2025.2.14 includes enhancements like the ability to filter pending prompts and fixes such as removing prompts for related tasks when completing a job and adjusting quote and walk order fields to be read-only.
Exciting Enhancements 🚀:
✨ Streamlined Menu: Enjoy a cleaner, more intuitive menu experience!
🔄 Upsert Data with Ease: Now you can use external IDs to upsert data effortlessly!
🔍 Global Search Power-Up: Contracts are now included in your global searches!
🎨 Asset Management Made Easy: Choose options from the Variant field dropdown and make Level selections a breeze!
📜 Simplified Contract Management: Stay organized and efficient!
🔁 Streamlined Recurring Jobs: Switch from multiple asset types to a single asset type for better focus!
Crucial Fixes 🛠️:
🛠️ No More Missing Asset Types: We've resolved the issue for standard 2019!
🔗 Seamless Site Linking: Say goodbye to blank or duplicate sites on contracts!
🔄 Toggle Button Tweak: Each button now functions independently, just as it should!
💼 Contracts Get a Boost: Tax and account codes now inherit the global default seamlessly!
🔍 Visibility Fix: The Contract field is no longer a hide-and-seek champion in RI!
🔄 Recurring Job Record Fix: Asset tags now display correctly for a smoother experience!
🔗 Tag It Right: Only assets with matching tags are linked when generating recurring jobs!
📅 Date Display: Next Job Date field now shows in an easy-to-read date format!
🚀📱 Exciting Update: Mobile Version 2025.2.14 is Here! 🎉
✨ New Enhancements:
🌟 - Now you can easily filter through pending prompts, making your workflow smoother than ever! 🔍
🔧 Important Fixes:
🛠️ - We've tidied up the basic inspection form by removing unnecessary products when capturing defects.
🗝️ - The Quote number and walk order fields are
