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Week 1 of March 2025: March Forward: New Enhancements Ahead

Mar 06, 2025Office Platform

Enhancements

  • **New Asset Report in Jobs**
  • The **Inspection Summary Report** is now available in the Jobs module, with options for both **template and HTML** formats.
  • The **"Share in Portal"** feature no longer encounters an error. Shared files are now correctly added to **Uploaded Files** and are available for download in **Fieldmagic and the Portal**.
  • **Page Numbers**: A new setting allows users to enable page numbers in reports. This can be toggled in: **Settings → Configure PDF → HTML Settings → Enable Page Numbers**.
  • **Job Reports**
  • **Improved Job Report Details**:
  • Empty sections are now hidden.
  • The header has been streamlined to display only:
  • Customer and Address
  • Date Completed
  • WO/PO Number
  • Job Summary
  • **Assets**
  • **Serial Number Links**: Clicking on a serial number now redirects to the **linked public asset checklist full report**.
  • The serial number will always appear first, whether it was originally included or not.
  • **Default Report Fields Update**: For asset types without predefined report fields, the default displayed field has been changed from **Notes** to **Fault Details**.
  • **Inspection Photos**: Inspection photos are now included for each linked asset that does not have a checklist.
  • **Checklists**
  • Checklists are now **listed in the configured order**.
  • Background colors are applied based on checklist status.
  • The **Checklist column** is now clickable, redirecting to the **public checklist full report**.
  • **Inspection Summary Report**
  • The header details have been simplified, now displaying only:
  • Customer and Address
  • Date Completed
  • Job Summary
  • Asset sections, similar to Job Reports
  • **Checklists (HTML Template)**
  • Images are now **reduced to 200px** with links redirecting to the **full-size image**.
  • **Grouped prompts**: Group name rows now have a background color based on configuration.
  • **Instruction rows**: Background color now reflects configuration settings.
  • **Comments Column**: Comments are now displayed as a **third column**, but only if at least one prompt contains comments.
  • **Additional Images**: Hidden when no images are provided.
  • Added **Every 8 Months** period to recurring jobs
  • New clients would have HTML templates enabled by default
  • Add **Full Report** column for both **Job Report** and **Job Inspection Summary Report** HTML templates
  • Added public basic inspection report for assets linked to a job that do not have linked asset checklist.

Fixes

  • Resolved a data format issue in the database. The **Date** field, including custom date fields, now supports the **MM-DD-YYYY** format when applying filters in the list view.
  • Asset merging now functions as expected. Users can merge up to **three records** without encountering console errors.
  • When a customer has a **default pricebook** set, it is now **automatically selected** in the work order of the related job.
  • Fixed Job and Quote wizards: When a customer has no site, there's now an option to create one.
  • Successfully tested the following scenarios in the Job and Quote wizards:
  • Customer with existing site(s) selecting one of the available sites.
  • Customer with existing site(s) creating a new site.
  • Fix internal server error when rendering public checklist report when html option is turned off
  • Fix page title for public checklist report
  • HTML Layout Improvements for **Job Report** and **Job Inspection Summary Report**
  • Fix misaligned borders on assets
  • Fix thumbnails width to 200px max which avoids the table width to overflow and becomes hidden