Enhancements
- Simplify adding of users to the organization.
- Recurring Jobs Enhancements
- **Updates to Recurring Jobs and Invoices:**
- When **Billable** is enabled in the Recurring Jobs form, the **Billing Type** field is now displayed, replacing the **Amount** field.
- The **Period** field in both Recurring Jobs and Recurring Invoices has been replaced with **Repeated Every**, allowing for interval-based inputs (e.g., _every 3 months_, _every 2 days_).
- In the **Generate Scheduled Jobs** filter, the label **‘Technician’** has been updated to **‘Assigned User’**.
- Within the Recurring Jobs form, the fields **Due Date**, **Schedule Automatically**, and **Automatically Create** have been moved to a dedicated **Schedule** tab.
Per Asset Billing Enhancements (Flexible Invoicing Style)
- When the **Billing Type** is set to _Per Asset Billing_ in a Job:
- Only assets **not marked as 'Awaiting Completion'** will be included in the invoice.
- The **Notes** field on the invoice line will read: _“Servicing for: \[Asset Type\]”_.
- The **Quantity** will reflect the number of assets attached to the Job.
- The **Sell Price** will use the per-asset rate, if one was specified during Recurring Job setup.
- Add first and last name to add users dialog as required fields
- Improve password generation
- Add ability to include full asset checklists report in job inspection summary
Fixes
- Fixed an issue where users couldn't see records assigned to them due to Department restrictions.
- The Amount Due is now updated automatically when the total line amount is modified in a Customer Invoice.
- Resolved an issue where job creation failed or behaved unexpectedly for customers with multiple sites.
- When enabling Custom Location, changes to customer site addresses will only apply to open jobs — completed or cancelled jobs will not be affected.
- Allow custom dropdown options to import wizard
- Fix invalid time error when importing records with date/datetime columns
- Fix unique increment field error during importing records
- Add ttl to user data cache to 1hr and properly invalidate user data cache after updating access level data and user data
- Properly validate email address when adding new users
- Fix intermittent issue when adding users and the generated password is weak
- Fix internal server error when editing a job and adding a new asset caused by line items on related recurring job to contain an asset type id.
Enhancements
- Checklist Enhancements
- **Required Before Conditions Expanded**: The _Required Before_ condition now supports Job, Asset, and Quote checklists, ensuring completion before key actions.
- **Checklist Widget in Quote View**: A new checklist widget has been added directly to the Quote view, making it easier to manage associated tasks at a glance.