In this article you will find:
New Features
Feature Improvements
Usability Improvements
Minor Improvements and Noteworthy Items
Bug Fixes
New Features
Date based automation triggers have been added to jobs, including minute and hour trigger offsets, which allows for automation rules such as Send a notification 5 minutes after a job has been created
Feature Improvements
Date based automation triggers for assets have been expanded to support minute and hour trigger offsets, along with a simplified field UI
Quotes can now be exported from the quotes workspace
Quote types are now displayed when creating a quote
Quotes can now be bulk deleted
Quoted date and time is now included on the web view
Expired quotes no longer display customer actions (Approve, Decline etc) on the web view
Emails received in the Loc8 inbox can now be converted directly into a quote (replicating existing behaviour of converting emails into jobs)
Usability Improvements
Inspectors now remember the open / close state of each section so that you don't have to toggle them over and over every time you open a new job, asset, quote etc to find what you're looking for
Saving a job, quote or asset location as a site now pre-fills the address on the site wizard
Advanced exports now includes the Excel (xlsx) export format alongside csv and pdf. This simplifies the handling of date/time columns as Excel handles the exported format natively
Image attachments are now scaled down to fit the viewport when being viewed so as to avoid having to download the attachment to see the full image
Tooltips now display when hovering over long names / values in all filters, inspector and wizard fields across most browsers
Minor Improvements and Noteworthy Items
Deleting a customer now displays a warning
Nested regions are now hierarchically ordered in exports and in the UI, providing a more consistent and readable structure
Regions that have been manually associated to a site are now propagated to assets when those assets are moved into the hierarchy
Regions that have been manually associated to a site are now included when applying region filters
Jobs using a non-site location such as a basic address or GPS coordinates are now supported in the job map mode
(Contractor portal) Contractors can now schedule appointments
Bug Fixes
Quoted charge values now display the correct currency in pdf exports
Customer portals are now configurable in Pro plus as advertised (via Prism mode)
The invoice reference field is no longer wiped when using the QBO integration
Editing user addresses no longer throws an error
Editing user email addresses now saves correctly
Adding attachments no longer fails on sites and projects
Message templates now correctly expose job start by and due by dates
The job 'Assignee' column does not automatically rename itself to 'Technician' when other columns are added or removed
The correct error is now displayed when editing an asset reference field when the unique reference value requirement has been enabled