Feature Release – Friday 31 May

JOBS

Regional Pricing – HQ can now add pricing by postcode and by sub-client.

[Jobs] Deleting local client job by franchisees - can delete local jobs if not already undertaken. (Cannot delete national client jobs)

Give user ability to add more than 10 entries on Utilities screen without deleting when uploaded from mobile

fix bug so that Tenant details do not disappear on job screen if clerk or appointment time is changed

Previous jobs tab - Not displaying correct information - should display the [report type] code

make entry in [Audit Trail] of job to state when job was created

PDF

Details on reports in top right corner should default to Franchisee, not HQ details.

Legionella Report – fix so that Overview shows on top of Executive summary

REPORT EDITOR

Give Manager/Admin the ability to delete [Overview] sections on web.

Utilities - Meter readings – Meter [Name] enable to add custom entry [Mobile and Web]

OTHERS

[Digisign] SMS inventory text does not include link to report.

[Digisign] when a report is auto-signed, send notification sent and entries in audit trail.

[Digisign] improvements to functionality, enhanced notifications and entries in audit trail

CLIENT

Add function to be able to [copy] email address

FINANCE

Amendments to Invoices functionality

  • Consolidated invoices – each individual invoice will change to ISSUED when CI is issued.
  • Can mark only ISSUED invoices as PAID 
  • Enable to filter on invoice number to search for an invoice

Fix bug so that [Attention Of] field now appears on invoice

Remove the duplicated value fields on invoice screen - so any amends to values are done in one place