Feature improvements and changes

Email sending has been improved to minimise the amount of email that goes to spam

  • For customers subscribed to our Core or Professional plans: When you send an email out of Loc8, it will now be sent using a unique email address that is automatically created with your Loc8 account as opposed to being sent using your company email address. Please note that if a recipient replies to that email, the reply will still go to your company email address so there should be no noticeable change in behaviour.

  • For customers subscribed to our Enterprise plan: For now, the legacy configuration of sending emails using your company email address remains unchanged, however our customer success team will be in touch with you to transition you over to the new solution (as detailed above), or alternatively, to work with you to ensure your email implementation supports us sending email using your preferred address

  • Please note that these changes are only the first of several new features we will be rolling out to further configure email sending

Email formatting has been simplified to provide a more personalised experience

  • When an email is sent using the Share and export, Send quote, Send invoice, or Send email to customer actions the email now uses a clean, no-frills template that no longer includes dominant Loc8 branding or app download links

  • When an email is sent using the Share and export, Send quote, Send invoice or Send email to customer actions the email will be addressed as coming from the person who sent the email. For example, if Joe sends an email and his business is called Master Technicians, the email from will appear as 'Joe from Master Technicians'. Previously the email from would appear as 'Master Technicians'

  • All other instances of email sending are unchanged

  • Please note that these changes are only the first of several new features we will be rolling out to customise email styling

The maintenance schedules addon has been improved with the settings area overhauled and migrated to HTML, including

  • Interface and general usability improvements

  • Improved performance and stability when adding and activating schedules and schedule locations

  • Improved visibility and configuration of schedule location preferences such as the location starts date, job assignment, job priority, job charge template and job approval limit

  • Improved visibility of future and past schedule location events

  • Inspecting generated jobs opens the HTML inspector

  • Editing schedule frequency refinements no longer crashes

  • Please note that no changes have been made to the function or behaviour of maintenance schedules and as such this update will not affect active schedules in any way

The automation rules addon has been improved with the settings area overhauled and migrated to HTML, including

  • Interface and general usability improvements

  • More detailed automation rule info including the introduction of Created by, Created date, Updated by, Updated date details on the rules themselves

  • More detailed automation history including the ID of the entity against which the rule fired, whether the event relates to a rule that is now deleted or de-activated, and in an upcoming release, the ability to view the rule history against an asset as well as to quickly cross-link between rules, rule history and the entity

  • Please note that no changes have been made to the function or behaviour of automation rules and as such this update will not affect active rules in any way

The asset importer has been improved and migrated to HTML, including

  • The ability to generate more specific import templates, optionally including custom field columns, parent site field columns and compound asset field columns

  • The ability specify whether an import row will update an existing asset or create a new one

  • When updating an existing asset, the ability to specify whether individual fields are updated to empty, or simply bypassed

  • Imports are now pre-analysed to identify any invalid fields/columns

  • Imports no longer stop if an error occurs against one or more imported assets

  • When errors occur during an import a zip can be downloaded that contains a CSV of the rows that errored as well as a CSV of the warning messages

The dashboard addon has been migrated to HTML

  • Please note that this dashboard is currently read only, with full functionality to be introduced over the next few releases. If new dashboards are required or you need to make changes to existing dashboards, please reach out to our customer success team so that we can handle these changes on your behalf

Other improvements and changes

  • Status updated date / time information is now available on most entities in the system, including quotes, jobs, assets etc. This information is available on both the inspector and as an optional column or filter in the workspaces

  • Inventory items added to invoices now include both the description from the job inventory log as well as the name from the inventory library item

Bug fixes

  • When sub-tasks are added to a task template they are now correctly saved in the order in which they are added

  • Clicking 'Reset location' on assets that have custom / overridden addresses no longer fails

  • When a site is manually associated to a region, all assets that exist under that site are now correctly associated to the region as well

  • The 'Site ID' column in the job reports area has been renamed to 'Site reference' to match the actual field name

  • Long statuses no longer push the job assign button off screen

  • Long assignee names no longer break the job assignee list

  • Missing currency values have been added to invoice columns

  • The quote description field no longer reverts to an empty display state when edited

  • Mobile devices no longer autofocus fields

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