Week 4 of June 2025: June Recap: Delivering Continuous Enhancements
Jun 26, 2025Enhancements include the disabling of mouse scroll on number input fields, a new dropdown showing recently viewed records in global search, truncation of long site names, export adjustments, new prompts for task completion, and improvements to job schedule status updates. Fixes address translation issues, user assignment updates, customer details loading, and task completion displays. The mobile version 2025.2.9 includes enhancements and fixes related to job scheduling, task completion, and asset inspection. Internal notes include the removal of the pending invitations menu.
Exciting Enhancements! 🚀
- Say goodbye to accidental scroll mishaps! 🎉 We've successfully disabled mouse scroll on number input fields, ensuring your number and currency fields work smoothly as ever. 💼
New Feature Alert: Recently Viewed Dropdown in Global Search 🔎📋
* Now, a nifty dropdown next to the global search showcases your 20 most recently viewed or created records, with the freshest ones at the top! ⬆️
* This feature enhances modules like Leads, Customers, Contracts, Jobs, Assets, Invoices, and more! 🗂️
* Deleted records? Gone from the list! 🚫
* Records are stored per company/client, and the list refreshes upon logout. 🔄
- Long site names got you down? Not anymore! They're now neatly trimmed with an ellipsis to keep everything looking sharp. ✂️
- Exporting data just got easier with values mapping correctly to fields. 📊
- When closing a quote, enjoy the new option to mark all tasks as complete with a simple prompt. ✅
- Revamp your workflow with the ability to rebuild checklists. 🔄📋
- ChatGPT request timeout? No worries, automatic retries are here to save the day! 🤖⏱️
- When generating variants through AI, a prompt will confirm any override actions if the asset type already has a variant. 🔄🤔
Bug Fixes & Improvements 🛠️🐞
- Improved UI: German translation users will now enjoy a better asset dashboard count statistic display. 🇩🇪📈
- The assigned user now stays intact when completing a job/quote. 👤✅
- Say goodbye to loading issues! Customer addresses and site details are now loading properly in the wizard. 🧙♂️📍
- Enhanced language support with new translations for German speakers. 🇩🇪🌐
- Asset checklists now default properly when no matching checklist is found. 🔍📋
- The "Mark all tasks as complete
🚀📱 Welcome to Mobile Version 2025.2.9! 🎉
🌟 Exciting Enhancements: 🌟
🔧 Job Schedule Status Update Improvements:
Say goodbye to the old "Update Status" button! It's been replaced with two new buttons for clarity: "Pending" and "Complete." 📅
The "Awaiting Invoicing" view now mirrors the "Completed" view, complete with handy "Re-open Job" and "Add Notes" buttons. 📝🔄
Click "Pending" to set the job status to Pending. ⏳
Click "Complete" to update the status based on billing: 💼
If billable, the status changes to Awaiting Invoicing. 💸
If not billable, the status changes to Completed. ✅
After selecting "Complete", you'll be prompted to "Mark tasks as completed." ✔️
If a timer is running, the Time Entry form will open first. Upon saving, you'll then see the "Mark tasks as completed" prompt. ⏲️➡️📋
📊 Enhancements to Quote and Task Completion and Status Updates:
*Task Complete now updates job status based on billing:
Sets to "Completed" if the job is Not Billable ✅
Sets to "Awaiting Invoicing" if the job is Billable 💸
Scheduled Quotes feature a new "Mark Complete" button: 🛠️
Internal Notes 🚀:
Let's say goodbye to pending invitations menu 👋🏻