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Week 4 of May 2025: Review: Key Enhancements & Fixes

May 29, 2025

🌟 Exciting Enhancements! 🌟 🚀 Automatically jump to the edit dialog when creating new records in various modules like Checklists, Roles, and more! Note: Some modules like Pricebooks and Teams won't have this feature yet. 🔄 Asset updates: "Faults" are now "defects," new asset variants, a quoting page for defective assets, and rearranged fields for clarity. Plus, the "is rental" field is gone! 📱 Mobile API improvements for better usability. 🔧 Fixes: Seamless line item inheritance during quote-to-job conversion. Keep exploring these updates for a smoother experience! 🎉

🌟 Exciting Enhancements! 🌟

  • 🚀 Automatic Edit Dialog for New Records:
    • When you create a new record, you'll be whisked away to the edit dialog automatically in these modules:
      • 📝 Checklists
      • 👥 Roles
      • 🏢 Departments
      • 📚 Resources
      • 💰 Tax Codes
      • 📊 Account Codes
      • 📂 Document Library
      • 💼 Job Skills
      • 📧 Email Templates
      • 📱 SMS Templates
      • 🔧 Job Safety Sub-Task Templates
      • 🏬 Warehouses
      • 🛠 Job Templates
      • 🗂 Activity Log Types
      • 🔨 Subcontractors
      • 💵 Payment Terms

      Note: Some modules won't prompt an automatic edit dialog since it's not available yet:

      • 📕 Pricebooks
      • 👥 Teams
      • 🗂 Project Templates
      • 📦 Stock Levels
      • 🔄 Workflows
  • 🔄 Renamed asset type faults to "defects"
  • 🔧 Added ability to define asset variants
  • 📝 Introduced a quoting page for defective assets
  • 🗂 Rearranged asset fields for better clarity
  • 🗑 Removed "is rental" field and "expected return date" from the default asset form
  • 🚫 Excluded pending checklists in job and inspection reports
  • 🔢 Added count of recorded defects against linked assets in jobs
  • 👁️‍🗨️ Added a "View Defects" button in the job record view
  • 🔧 Enabled configuration of asset checklists per asset type
  • 📱 Mobile API: Removed "actual faults" from asset fields metadata
  • 📱 Mobile API: Rearranged asset fields for better usability

🔧 Fixes & Improvements! 🔧

  • 📜 Line Item Inheritance During Quote-to-Job Conversion:

    All line items from the selected quote version are now flawlessly inherited

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