New and improved
Job status change signatures
It's now possible to capture a signature when changing the status of a job
On browser, the signature is attributed to the current user unless manually overridden
On mobile, the signature is attributed to the current user by default, however can be attributed to a customer, or anyone else if preferred
Once captured, signatures are available
When viewing status change history in the job status change modal
When viewing status change history on the job inspector > History tab
When sharing and exporting jobs, if enabled under Job settings > Document templates > Show customer signatures
Please note that mobile signature capture will be available from version 1.2.3 onwards
Job status change recommendations and requirements
When a job status is changed, it's now possible to recommend or require that the user first
Adds a comment
Adds an attachment
Adds a signature
Configuration is available per-status, and can be set up from the Job settings > Lifecycles settings area
Please note that mobile support for recommendations and requirements will be available from version 1.2.3 onwards
Form improvements and mobile availability
Form fields can now be pre-filled with data from related entity fields
For example, a form completed against an asset could have form field "A" pre-filled with data from field "B" on the initiating asset.
Please note that
The pre-fill source needs to be configured against the form template, and cannot be dynamically specified at the time of completion
Pre-fill functionality is currently only available for forms completed against assets, jobs, quotes and invoices
Please contact customer support if you are interested in using this feature
The user who completed a form is now available against form history
Form completion from job activities will be available on mobile from version 1.2.3 onwards
Other
Job imports now supports editing / updating existing activities
Job workspace > Advanced exports now support the following columns
Total activity cost
Total operational expenses
Total inventory cost
Total labour cost
Total labour time
Total travel cost
Total travel time
Assignees
(Aggregate from job and visits)Activity trades
The asset workspace now supports a filter and column for
Other
flagsGeneral UI improvements
Bug fixes
Missing
Creator
information when inspecting workforce members has been resolvedNew asset
Location
values are now correctly filtered by the selected customerIn-field user location and location history data is now displayed correctly on the workforce inspector > Map tab
The job workspace > Agenda view now displays monthly counts correctly
An issue that was causing empty columns in workforce workspace excel exports has been resolved
An issue that was preventing the activation of preventative maintenance schedules has been resolved
An error that was thrown when configuring lists against custom data groups has been resolved
An error that was thrown when opening the job lifecycle report has been resolved
An error that was thrown when exporting jobs from the customer portal has been resolved
Various bug fixes to calendar events and related mobile support