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Week 2 of March 2025: Improving Performance, One Update at a Time

Mar 13, 2025Mobile AppOffice Platform

Enhancements

  • Add configurable option to show full job checklist report on job report
  • HTML template for **Job inspection summary report** will be enabled by default
  • Enabled HTML page numbers by default
  • New Scheduler/Calendar
  • UI and UX improvements
  • Global search for finding jobs and quotes
  • Creation of template
  • Added indicators
  • Full screen view of calendar
  • Scheduler settings for customization
  • Added an option to **enable holidays** in calendar settings.
  • Changes are now **automatically saved** in local storage.
  • Updated the **legend UI** in listings and enabled the legend as a filter.
  • Improvements to Advance Reporting
  • Added the ability to group by both text and numeric fields.
  • Renamed "Top X Values" to "Field" for improved clarity.
  • Add ability to include job checklist in job asset inspection report
  • fix layout for both job inspection report and job report
  • Only inspection status are being colored instead of having the full row as colored in assets section
  • fix checklist signature image dimension to 200px max both width and height
  • fix alignment for show only failed assets option in inspection report dialog (the one for selecting an asset types to display in the report)
  • fix width to 1024px to public basic inspection/checklist report
  • all asset types will be selected by default in inspection report dialog (the one for selecting an asset types to display in the report)

Fixes

  • Fixed checklist template uses HTML even though it was explicitly turned off
  • Fix empty asset type field when editing an asset checklist
  • Remove default serial number report field in html template
  • The date format will now align with the user's local timezone.
  • The **"Show In Progress"** checkbox is now checked by default, ensuring in-progress generated recurring jobs are appended to the list based on the current filters.
  • The **"Next Job Date"** now defaults to **"Next 30 Days"** (if no filters were previously set). Any changes to this filter will continue to be saved in the cache.

Enhancements

  • New Scheduler/Calendar
  • UI and UX improvements
  • Global search for finding jobs and quotes
  • Added an **indicator** in the calendar view for days where the user has at least one scheduled event.
  • **Repositioned** the **Calendar** tab to the leftmost part of the main task list.
  • In the **Calendar tab view**, the calendar is now **hidden by default**, displaying only the schedules list. Added a **"View in Map"** button that navigates to the **Map view**, filtering nearby tasks by the selected date.
  • In the **main task list**, when the selected filter is **Today, Overdue, or Upcoming (with date filters)**, the listed items now use the **Schedules** table. Otherwise, the **Tasks** table is used.
  • In both the **Calendar tab** and **Map tab**, the listed items are now **Schedules**.
  • Made **Job** and **Quote (Opportunity)** record view screens accessible when a **Schedule** has no **activity\_id**.