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Week 3 of March 2025: Refining Workflows for a Better Experience

Mar 20, 2025Mobile AppOffice Platform

Enhancements

  • **Tasks, Jobs, and Quotes** will now be automatically marked as "Unscheduled" when all associated schedules are removed.
  • **Introduced a "Schedules" tab** in Tasks, Jobs and Quotes, making it easier for users to manage schedules directly within the task.
  • **Added the ability** to create new schedules within the "Schedules" tab for improved workflow flexibility.
  • **Re-labeled "Schedules" to "Schedule"** and moved it after the **Information** tab.
  • **Defaulted the due date** in the Schedule form to today at the next whole hour, with an estimated duration of **1 hour**.
  • Added a **"Go to Date" picker** in the new scheduler for easier navigation.

Fixes

  • **Fixed an issue** where filters in the list view were not functioning as expected.
  • **Resolved a discrepancy** where the total job count based on job status did not match the displayed total.
  • Fix listing in new scheduler when department tracking is enabled
  • Fix loading indicator when searching in new scheduler
  • Apply department tracking when user is not admin
  • Fix inability to schedule when default scheduler settings is not saved
  • Add filled check to schedule task in record view
  • Fix the display of task name in old scheduler
  • Fix the job and quote search in scheduler when combined in default dropdown filter
  • Fix the display of indicator when scheduling in record view
  • When scheduling a single job, that job is now preselected
  • Removed auto-complete for last names in the Job/Quote Wizard. The input field now displays "Add New Customer" instead.
  • Set the default width to small for all users
  • Fix issue with two sets of events showing
  • Fix dropdown validation when creating Recurring Jobs
  • Resolved a **500 error** when filtering by department.
  • Fixed an issue where **schedules with no assigned user** were still appearing in the list.
  • Fixed a **400 error** caused by the API processing an "undefined" value from the client.
  • Custom fields with default values are now correctly applied when using the following features:
  • **Wizards**
  • **Customer**
  • **Contact (on all wizards)**
  • **Opportunity**
  • **Job**
  • **Purchase Order**
  • **Public API (Create & Upsert)**
  • Fix issue where datetime/date custom fields with invalid default values is causing values to be invalid and es processor is not syncing the saved data due to invalid data.
  • Fix internal server error when creating an asset with serial number equal to 0

Internal Notes

  • Fix internal server error in public api when given datetime/date value is not valid.

Enhancements

  • **Enhanced QR Scanning & Asset Search Logic**
  • **QR Scanning:**
  • If a site is assigned, only assets matching the serial number and linked to the site will be displayed.
  • If no site is assigned but a customer is present, assets linked to the customer will be shown.
  • If neither a site nor a customer is assigned, a system-wide search will be performed.
  • **Asset Search:**
  • If no assets are linked to the job, results will be filtered based on site, customer, or system-wide availability.
  • **Automatic Asset Linking:**
  • Any unlinked asset found via search or QR scanning will be automatically linked to the job (if not already linked).
  • Enhanced Parent Asset Search
  • The parent asset field can now search for assets based on the customer and site of the job when creating or editing an asset:
  • **If a customer is assigned but no site is present** → Displays assets linked to the customer.
  • **If a site is assigned** → Displays assets linked to the site.
  • **If neither a customer nor a site is assigned** → Displays all assets.
  • Calendar Enhancements
  • **New Setting: Hide/Show Completed Work**
  • A new setting allows users to toggle the display of completed work in the calendar.
  • Accessible via **Settings > Display Completed Entries on the Calendar** (enabled by default).
  • When turned **off**, the following will be hidden:
  • **Jobs**: Status = Completed
  • **Quotes**: Status = Closed Won or Closed Lost
  • **Tasks**: Status = Completed
  • The calendar list will automatically refresh after updating this setting.

Fixes

  • Calendar Fixes
  • Resolved an issue where **missing checklist data** appeared after saving and immediately refreshing the list.
  • Addressed a bug where **uploading multiple images in a checklist** could cause data loss when refreshing too quickly.
  • Fixed an issue where the **calendar list status did not update** after completing a job, quote, or task.
  • Added a **strikethrough for completed jobs and quotes** in the calendar, matching the existing behavior for completed tasks.