New features
Project financials
A summary of aggregate charges from associated jobs is now available on the project inspector
A budget field has also been introduced to accompany the job financials
Improvements
All customers in the customer workspace are now treated as one type, rather than differentiating between Company and Individual
For compatibility, when inspecting a customer they still retain the distinction
This change builds on our May release, where we removed the option to choose the customer type, and paves the way for better visibility of all contacts across the system
A region filter is now available when managing maintenance schedule locations
When importing tasks against new or existing jobs, the charge values reflect the charge template preferences applicable for each respective job
Tags are now available via the attachment explorer endpoint for use in 3rd party business intelligence tools
Several major performance improvements have been rolled out across our public and private cloud stacks that should result in snappier performance across the board
Performance improvements when performing bulk job edits
Performance improvements to automation rule execution
Minor UI improvements
Bug fixes
An issue that prevented the Critical Infrastructure and Statutory Maintenance fields from being updated during asset imports has been resolved
An issue that occasionally stripped the Status column from workspace views has been resolved
An issue that occasionally caused quote and job task and labour items to be added as zero cost / charge items has been resolved. We believed this issue had been resolved in a prior release, however there were some cases that hadn't been identified.
An issue in the job calendar workspace has been resolved, where the full list of assignees wouldn't always load when navigating multiple pages of assignees
An issue affecting job and quote custom fields has been resolved, where new custom fields added to existing field groups weren't appearing on new jobs or quotes.
Please note, this change will only apply to jobs or quote created after this release
An issue that occasionally prevented default workforce assignment to new jobs generated via maintenance schedules has been resolved
An issue that occasionally caused new jobs generated via maintenance schedule to be created with 0 value tasks has been resolved
An issue that prevented activation emails from being sent to new contractor portal users and technicians has been resolved
An issue that prevented entity correspondence notifications from firing has been resolved
An issue that caused new accounts to display USD instead of the selected currency has been resolved