New and improved
Configurable in-app notifications
For systems with the automation addon enabled, it is now possible to send in-app notifications to users, technicians and contractors, as an optional delivery medium, alongside email and SMS (i.e. one rule could be used to send both an email and an in-app notification)
In-app notification messages are defined on a message template, and configured to send via automation rules (as per existing functionality for email notifications)
In-app notifications will appear on the browser app, and will soon be available on the "Field service (2025)" mobile app
Message template custom field support
Message templates (as used for sending emails, in-app notifications, sms messages etc) now support custom fields for the related entity
For example, if you have a message template configured for use in asset based notifications, you could include a custom field called "age" using the following variable
{{baseAsset.customField[age].value}}
If you would like to use the feature and require further information, please reach out to customer support
Job status change improvements
When changing the status of a job, you can click on the
History
link to view a summary of historical status changesIn addition, any comments or attachments that were associated with the historical status change can be used to pre-fill the current status change values
For systems with the visits module enabled, jobs can be moved to any status irrespective of it's current status
Previously, there were non-configurable / system level restrictions that prevented the free movement between statuses
Optionally, all incomplete activities can now be rejected when changing a job to a completed status
Activity improvements
When adding an activity to a job, the activity library is now searchable by its
reference
fieldWhen adding multiple activities to a job from the library it is now possible to specify both the
quantity
value, and the number ofcopies
to be added, wherequantity
is the unit value on each individual activitycopies
are the number of instances of the activity that will be added to the job
Contractor portal administrators can now manage certain aspects of an activity under certain conditions
If they or one of their portal users or technicians completed the activity, the admin can
Modify the activity result
Modify the activity result date/time
If they or one of their portal users or technicians added the activity, the admin can
Edit the activity
Delete the activity
Comment on the activity
Attach a file to the activity
When completing an activity with a result type of
list
, items are now searchableMultiple files are now selectable when adding attachments to activities
Minor improvements to the behaviour of
quantity
on new activitiesMinor improvements to the activity result UI to better support long values
Other
A dedicated
mobile
phone field has been rolled out across most contacts, including users, customers, customer contacts and so onPreviously most contacts had only a single
phone
field
When moving an asset, new locations in the status of
scrapped
are no longer listed by default. AShow scrapped assets
button has been added to optionally show them if required.A
No region
option has been added to theRegion boundaries
filter in the Job, Quote and Asset workspacesGeneral performance improvements
Bug fixes
An issue causing incorrect assignee history on jobs has been resolved
An issue has been resolved that prevented new job assignment notifications from being emailed
An issue has been resolved which prevented appointment history from being recorded on systems with visits enabled
An issue has been resolved which prevented contractors for accessing sub-activities
An issue has been resolved that occasionally prevented users from reporting a problem against assets
An issue that was causing incorrect workspace counts to appear for contractors has been resolved
An issue that was causing incorrect workspace counts when applying regional filters has been resolved
An issue that was causing incorrect activity counts on various screens has been resolved
An error that occurred when linking notifications to projects has been resolved
An issue that prevented users from editing asset custom fields has been resolved
Minor fixes to quick search behaviour and linking
Minor UI fixes
General bug fixes