JL Web Release: Week Commencing 18th August 2025

Features scheduled for release on 21/08/2025. The functionality detailed will not be available in the system until this date. However, please note that this is an ETA and may be subject to change.

Release Topics

1. Planner - Subcontractor Jobs Display 📅👷

2. Expanded SOR Description Field ✏️

3. Subcontractor Customer Ratings 🌟

4. Clearer Visit Status Tooltips on the Job Listing Screen 🖱️📝

5. Quote Edits Audit Trail📝

Release Details

This week’s release includes five small but impactful enhancements designed to bring more clarity and oversight into your day-to-day workflows, especially when working with subcontractors, quotes and on job planning. From better visibility of long SOR (schedule of rates) descriptions to improved audit trails, these updates aim to reduce admin time, improve user experience and strengthen accountability. Read on for the full details 👇

1. Planner - Subcontractor Jobs Display 📅👷

The Planner, as great a tool as it is, previously only displayed in-house engineer details and visits, making subcontractor job allocation a bit fragmented. This release changes that. Completed subcontractor jobs will now also appear in the Planner of Joblogic Subcontractor Portal accounts, improving visibility, continuity, and reducing the need to hop between modules just to stay on top of external work.

New features include:

• Completed subcontractor jobs now automatically appear in the Planner view for further internal scheduling or review 🔗

• This ensures that no subcontractor job gets missed and helps teams stay aligned on both internal and external activity all in one place

Why is this beneficial?
Previously, completed subcontractor jobs didn’t flow back into the Planner, creating a gap in oversight. With this update, your teams can now track progress across the board and pick up where subcontractors left off, without anything slipping through the cracks. 🔄

2. Expanded SOR Description Field ✏️

You’ve now got much more room to work with when adding or editing SOR descriptions. We’ve increased the character limit here, allowing for much more text and making it easier to include more detailed information where needed. Whether it’s technical notes, scope breakdowns or internal references, everything can now be covered.

New features include:

• The description field for SOR entries in the library has been expanded to accept up to 4,000 characters.

• This increased limit also applies across key areas like Job Costing, Quote Pricing and the SOR Quick Add functions.

• The system will alert users if they try to go beyond the new limit, ensuring clean and consistent data entry.

Why is this beneficial?
Previously, you had to be brief, sometimes too brief, when writing SOR descriptions. Now there’s space to give a fuller picture, supporting clearer communication between teams and clients. 📝💡

3. Subcontractor Customer Ratings ⭐

This great new Subcontractor Portal update means that customer ratings can be left for jobs completed by your subcontractors, ensuring that feedback is both targeted and relevant.

New features include:

• Customer rating links can be set to automatically generate for jobs completed by a subcontractor.

• Once feedback is submitted, the rating is fed-back to the main contractors back-office account.

• All rating actions are captured in the subcontractor audit trail for full visibility

Why is this beneficial?
Customer rating tools give you direct insight into how your subcontractor service is being received, right from the source. Gathering this structured feedback helps highlight what’s working, flag areas for improvement, choose the right subcontractor for the job and aids in building stronger customer relationships through a transparent approach. 📈 📊

4. Clearer Visit Status Tooltips on the Job Listing Screen 🖱️📝

Visit statuses and tooltips just got a tidy-up! Previously, when jobs had multiple visits against them, the status text could overflow or become unreadable in the job list when hovered over so we’ve cleaned this up a bit. We’ve improved how this information is displayed, so users can easily see what’s going on without needing to open each job individually.

New features include:

• Job visit statuses are now neatly shortened in the list view using an ellipsis (...) when they run too long

• Hovering over these trimmed items reveals a clearer, better-formatted tooltip with line breaks, making it easier to read at a glance

• The new tooltip design improves consistency across other job fields too, giving back-office teams a much smoother experience

Why is this beneficial?
This update may seem simple but it has big implications all round for our users, especially those who see the job listing screen everyday. It saves time by reducing the need to open each job just to check status updates which is especially helpful when dealing with complex or high-activity jobs. On top of this it keeps the screen clean while still giving you the full picture when you need it 👀📋

5. Quote Edits Audit Trail📝

We’ve added a new layer of traceability to quote management by extending the audit trail for edits made. You’ll now be able to see who’s made changes to SOR cost lines and “Other” lines inside a quote.

New features include:

• Add, edit and delete actions on SOR cost lines are now captured in quote audit trails

• Changes to “Other” cost lines are also recorded, allowing you to fully understand the before and after states of quotes

Why is this beneficial?
This makes it easier to track changes and maintain consistency in pricing, especially in teams where multiple users contribute to quoting. Whether it’s adjusting materials, labour or extras, now you'll always know what changed and when. 📋🕵️

That’s all for this month in the back-office but be sure to look out for our mobile release next week! 🎉

Your feedback is invaluable in helping us shape future improvements, so don’t hesitate to let us know your thoughts on this release or anything else!

👉 Need further assistance? Visit our Support Portal for more help, or reach out to our team on 0800 326 5561/Support@joblogic.com.