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Week 1 of November 2025: Kickoff: Enhancing Platform Efficiency

Nov 06, 2025Mobile AppOffice Platform

Exciting enhancements include the ability to upload .msg file attachments, new settings for configuring show/hide modules on both desktop and mobile, and resource-based scheduling features like setting default views and estimated durations. Advanced report enhancements offer new date/datetime filters, stack chart aggregation, improved table rendering, and enhanced search capabilities. HTML document template builder enhancements add features like a custom code block and display orientation customization. Fixes include removing warnings for large listings and adding totals display for customer invoices. The mobile version 2025.2.21 introduces a new multiselect field in checklists and updates to the project template and job tasks structure.

Exciting Enhancements πŸš€

  • πŸŽ‰ We've enabled uploading of **.msg** file attachments.
  • πŸ”§ Dive into the new **Settings** to easily configure _Show/Hide Modules_ for both **Desktop** and **Mobile**.

**Resource-Based Scheduling 🌟:**

  • πŸ‘€ Users can now **set a default view** in the scheduler.
  • ⏱️ Set a **default estimated duration** with ease.
  • πŸ†• Introducing a new **Resource** module and a **Resource Type** module.
  • πŸ—‚οΈ Check out the new **Resources** tab in the **Job** module.

**Advanced Report Enhancements πŸ“Š:**

  • πŸ“… New **date/datetime filters** in Advanced Search: _This Week_, _This Month_, and _This Year_.
  • πŸ“ˆ Added **stack chart** as an aggregation type for dropdown fields.
  • πŸ”„ Improved **result set table rendering** with **ag-Grid**.
  • πŸ“ Columns now **auto-fit to width** for better readability.
  • πŸ“Š **Charts and range selection** are now enabled.
  • πŸ” Enhanced search capabilities with **Customer ID** and **Site ID** in _Asset Fault_.
  • πŸ–¨οΈ **Report Printing** now includes data points, charts, and records in the printed output.
  • πŸ“‘ Automatically sets the **Customer** on a new **Job** when a **Site** is selected.
  • πŸ“‚ Added a **File Description** column to the **Files** list.

**HTML Document Template Builder Enhancements πŸ“:**

  • πŸ’» Added a **Custom Code** block for your HTML magic.
  • πŸ“ Customize **Display Orientation** and **Page Format** in HTML templates.
  • πŸ” The **Select Test Data** dialog remembers your last previewed record!
  • πŸ”„ A **Sample Payload** button now displays all available variables for your document.

Fixes πŸ› οΈ

  • 🚫 Removed the pesky warning for listings with over **10,000 records**.
  • πŸ’° Added **totals display** for Customer Invoices.
  • πŸ“œ In **Supplier Invoice** and **Purchase Order** reports, the **Description** column now uses the line item description.
  • Stay tuned for more updates and happy exploring! 😊
  • πŸŽ‰ \*\*Exciting Updates in Mobile Version 2025.2.21!\*\* πŸ“± --- 🌟
  • \*\*Enhancements\*\*
  • 🌟 \- We've rolled out a brand-new Multiselect field in Checklists!
  • πŸš€ \- Project Template & Job Tasks Structure 🌟