Enhancements include improved hover tooltips for multiple modules, additional contextual details when hovering over records, and a configurable job workflow that allows more flexibility in defining and controlling job statuses and sub-statuses across all job types. New configuration tools for job statuses have been introduced, and job listings now visually display status and sub-status colors. Resource-based scheduling now supports batch scheduling functionality. Fixes address issues with apostrophes in text fields, search filter results, navigation display, contract variants visibility, and mismatched job addresses. Recurring Jobs Variant Handling has been enhanced for accurate asset and checklist application. The mobile app version 2025.2.25 includes enhancements for a configurable job workflow system, allowing custom job statuses and sub-statuses to be defined per job type.
Exciting Enhancements 🎉
- 🌟 \*\*Enhanced Hover Tooltips\*\*: Discover more with improved hover tooltips across multiple modules! Now, when you hover over records, you'll see additional contextual details in:
- Leads
- Contracts
- Sites
- Contacts
- Jobs
- Recurring Jobs
- Quotes
- Assets
- Customer Invoices
- Purchase Orders
- Supplier Invoices
- 🔧 \*\*Configurable Job Workflow\*\*: We've made job management more flexible! You can now define and control job statuses and sub-statuses with ease. 🎨 Customize your workflow with:
- Universal status application across all job types
- Ability to add new statuses with optional role restrictions
- Easy addition of new statuses from a clean page load or via the **New** button
- Configurable sub-statuses per job type with specific role permissions
- New tools to **Copy**, **Paste**, and **Restore Defaults** for status setups
- Color-coded status and sub-status displays for job listings
- Role-based permissions for updating statuses and sub-statuses
- 📅 \*\*Resource-Based Scheduling\*\*: Streamline your scheduling process with our new batch scheduling functionality in the Jobs listing. Schedule multiple jobs at once for maximum efficiency!
Fixes & Improvements 🛠️
- ✅ We've resolved several issues to ensure a smoother experience:
- Fixed apostrophe-related errors in text fields.
- Corrected search filter results for Asset Type and Variance combinations.
- Improved navigation display to hide options without associated modules when only Configure is available.
- Ensured contract variants display correctly for each asset type with a grouped checklist.
- 🔄 \*\*Recurring Jobs Variant Handling\*\*: Enhanced handling of Recurring Jobs to attach only the matching assets and apply the specific checklist for each variant. If no checklist exists, the base checklist or none will be applied, depending on availability.
- 📍 We've resolved an issue where job addresses didn't match up when custom location was turned off. Now, they'll automatically default to the site address to keep things crystal clear
- 🚀 \*\*Mobile App Update 2025.2.25\*\* 🚀
- 🎉 \*\*Exciting Enhancement Alert: Configurable Job Workflow!\*\* 🎉
- ✨ We've turbocharged your workflow with a brand-new configurable system, letting you tailor job statuses and sub-statuses for every job type! 🔧
- 🔍 \*\*Default Workflow:\*\*
- \- Awaiting Scheduling ➡️ Scheduled ➡️ In-Progress ➡️ Office Review ➡️ Awaiting Invoicing ➡️ Completed/Cancelled 🌟
- \*\*Customize Your Experience:\*\*
- \- Create your own statuses and sub-statuses for different job types like Simple Jobs or Recurring Inspections.
- 🛠️ \- \*Easily select and view sub-statuses right from the UI!
- 📱 \*Empower mobile users with the ability to set specific sub-statuses effortlessly.
- 🚀 Dive into the backend by exploring the **“Configure Job Statuses**