TLDR: This update contains 10 new features and 9 bug fixes.
• Added: Speed improvements across various parts of the app
• More speed improvements will be coming as well. This is just the start :)
• Added: Request Time Off: Can now enter notes explaining your request
• Added: Payroll -> Time Off Requests: Can now enter notes on why are you approving or declining a time off request
• Added: Payroll: Manually Enter PTO Option (One-Off)
• These should normally be created through the time off request process, but you can now manually add them here if needed
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• Added: Payroll: Manually Enter Holiday Pay Option (One-Off)
• These should normally be created through company holidays, but you can now manually add them here if needed
• Added: Work Orders: Can now choose a vehicle not in the list for add'l workers
• Added: Scheduler: Now shows the add'l workers vehicle if they are assigned a different vehicle than the lead
• Added: CP Books / A/R -> Aging History By Customer: New option to include surplus on statement printout
• Added: New WOs now leave the date / time empty instead of defaulting to the current date / time
• This mirrors the legacy view behavior and makes sure you don't accidentally schedule a WO for the current date / time if you meant to set it for a future date
• Added: Quotes: Est. Total Price
• This is an internal field only. Does NOT go to your customer
• Useful for T&M or day rate quotes and you want to use a higher number in your estimates / forecasting / stage tracking, etc.
• i.e. enter something like: day rate * 30 days amount
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• Fixed: Pasting Lat / Long not working correctly on the job / quote / errand screens
• Fixed: PO Est. Cost field being disabled when ordering parts
• Fixed: Dashboard aging graph opening Print A/R Aging Report with incorrect filters when clicking '121+'
• Fixed: Error message shown when sending WO to tech without a phone number
• Fixed: Retiring or Reactivating Serial Number was not properly updating inventory quantity
• Fixed: Job Last WO date not getting reset when you deleted the WO that was on that date
• Fixed: Not being able to clear the CRM reference to sales force on a quote
• Fixed: Define new company meeting option missing. Now under Reports -> Company Meetings
• Fixed: Billed out detailed print out not working correctly with some group bys
• Other minor fixes