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Release notes - 18th June 2025

Updated over a month ago

New and improved

Activity workspace

A dedicated activity workspace has been added to the Jobs area, including the ability to

  • Explore activities by their

    • Name, ID, Reference, or Status, amongst other filters

    • Related project, job, asset

  • Create and manage views, with configured columns and filters

  • Inspect and action activities directly from the workspace

  • Update activities in bulk, including the following actions

    • Change result, Reject or Reset

    • Update financials

    • Update quantity

    • Delete

If you would like to use the feature and require further information, please reach out to customer support.

Workspace exports and export history

  • The workspace export area, i.e. Jobs > Export, has been rejigged into two sub sections

    • Saved

      • When configuring an export, there is now an option to save that configuration for re-use at a later date

      • Previously, all exports were effectively saved, which created unwieldy lists that were hard to navigate

    • History

      • Whether saved or not, when an export is run, it is now visible in the history area

      • Each history record now also includes a direct link to the export itself, in case the original email or output has been lost

      • Each history record can also be re-run if required

  • The Jobs export area now also includes an Activity (library) filter, which will filter the list of exported jobs to those that feature one or more of the specified activities

Bulk actions

New bulk actions have been added to several workspaces

  • Change Reference, available on

    • Jobs

    • Quotes

    • Assets

  • Change Priority, available on

    • Jobs

  • Change Alternate contact, available on

    • Jobs

    • Quotes

  • Change Requestor, available on

    • Jobs

    • Quotes

  • Change Owner, available on

    • Jobs

    • Quotes

    • Assets

  • Change Custom fields, available on

    • Jobs (Available previously)

    • Quotes

    • Assets

Other

  • An optional Location address column has been added to the Assets workspace

  • An optional Asset filter has been added to the Jobs workspace, which filters the list of jobs to those which have an activity related to the specified asset

  • When inspecting an asset, an Explore action has been added which opens the Jobs explorer in a new tab, with the new Asset filter pre-applied

  • When creating an asset, the Type selector is now hierarchical

  • Project history has been expanded to include comparable level of detail to other entities

  • Notifications can now be configured to send to the entity creator via automation rules, i.e. the person who created a job

  • Notifications can now be configured to send to users who are unassigned from jobs and visits

Bug fixes

  • Empty issued date on new quotes and invoices has been resolved

  • Empty jobs list on non-assignable contractors has been resolved

  • Inability to configure a job automation rule with a status condition has been resolved

  • Inability to use region data in message template custom field variables has been resolved

  • An error thrown when importing customers with a mobile phone number has been resolved

  • Sub-regions are now deleted when their parent regions are deleted

  • Download all action on the attachment viewer now downloads all files instead of only the first

  • The move option has been removed from activities in the library

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