Web Release: Week Commencing 26th May 2025

Features scheduled for release on 29/05/2025. 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. Service Type Filter on Job Assets
2. Improved Note Permissions for Engineers
3. Optional Response Time on Priorities
4. Multi-Section Quote Templates
5. Contract Priority Cascade to Jobs
6. Real-Time Subcontractor Job Updates & Engineer Tracking
7. Search Bar on PPM Schedule View
8. AXA Job Outcomes & Action Automation

Release Details

1. Service Type Filter on Job Assets

• We’ve made it easier to find the right service types when adding or editing job assets in Planned Preventive Maintenance (PPM).
• You’ll now see a new ‘Show All Service Types’ checkbox next to the Service Type dropdown on the Add/Edit Job Assets screen.
  ✅ When the checkbox is ticked, you’ll see all service types — with those linked to the selected Asset Class and unassigned (open) ones shown in bold to help you spot them easily.
  🟩 When the checkbox is unticked, the list will only show service types related to the selected Asset Class or open ones.
• Plus, when you pick a service type, its Asset Class will automatically appear above — saving you time and clicks.
• This update gives you greater flexibility when managing PPM visit setups and makes it quicker to assign the right services.
• To learn more about adding assets to your PPM Contracts, click here.

2. Improved Note Permissions for Engineers

• To give you clearer control over what engineers can do with notes in the Mobile App, we’ve made some important improvements to how note permissions are managed.

✅ Moved Note Permissions to Back Office (BO)

• First up, we’ve moved the permission that controls whether engineers can view site notes into the Back Office settings. (Settings > System Set up)
• New permission: Site – View Note

✅ Updated Permission Titles for Mobile Notes

• We’ve renamed some of the mobile note permissions in Settings > Staff to make their purpose clearer and easier to manage:
  • Customer – Edit Public Note ➡️ Customer – Edit BO Public Attachments
  • Site – Edit Public Notes ➡️ Site – Edit BO Public Attachments
• These new titles better reflect what the permissions actually control — helping you manage engineer access with more confidence and less guesswork.

3. Optional Response Time on Priorities

• You now have the flexibility to leave the Response Time field blank when creating or editing a priority.
• Simply tick the 'Do Not Consider Response Time' when adding or updating your priority settings.
• This update supports workflows where Completion Time is the key metric, giving you a more tailored and flexible approach to job prioritisation.
• To learn more about setting up your priorities, click here.

4. Multi-Section Quote Templates

• We’ve made quoting even easier! You can now create and use Multi-Section Quote Templates, allowing you to save time and maintain consistency when logging complex quotes.
• Whether you're building quotes with multiple breakdowns or detailed sections, this new feature helps you do it faster and more efficiently—all from the Quote Template screen.
• Navigate to Settings > Library > Quote Templates to take a look!
• Click here to read more on Quote Templates.

5. Contract Priority Cascade to Jobs

• We’ve enhanced how priorities are applied to Jobs and Quotes when working with contracts.
• Now, when a Priority is set at the contract level, the system will use that instead of the customer’s general settings.
• Here's what else is new:
  • If a Group Priority is defined on the contract, only those priorities will be available when creating or editing Jobs, Quotes, or upgrading Quotes.
  • When both Group Priority and Work Type are set, the system uses the Group Priority and Default Priority from the main contract.
  • If Work Type Priorities are defined and a Job Category is selected, the system will pull the priority from Contract > Work Type Priority. If no Job Category is selected, it will default to the main contract’s priority settings.
• This update ensures more accurate and contract-specific job prioritisation across your workflow.
• Click here to read our full guide on the Customer Contract module.

6. Real-Time Subcontractor Job Updates & Engineer Tracking

• We’ve introduced powerful new features to help service delivery teams stay on top of subcontractor jobs and engineer activity — all in real time.

🔍 View Subcontractor Job & Visit Status at a Glance

• You can now see exactly what’s happening with subcontractor jobs without needing to chase updates. In the Subcontractor Visit Details screen, you’ll see two new status columns:
  • Job Status – The latest status of the subcontractor’s job
  • Visit Status – The current status of the engineer’s visit
• If multiple visits exist, hover over the Visit Status icon to see all statuses at once.

• You’ll also find a new Sub. Job Status filter on the All Jobs screen to help you quickly find jobs by their subcontractor status.
• A new column here also shows each subcontractor’s job status. Again, if multiple exist, you can hover over the status to see more details (including subcontractor name).

📍 Live Tracking of Subcontractor Engineers

• We’ve added a Live Tracking tab to the Subcontractor Visit Details page, so you can now see where subcontractor engineers are in real time (The coordinates shall be fetched based on GPS).
• Hover over a pin to view key details, such as Site address, Job Description and more.

• These updates gives your team full visibility of subcontracted work — from status to engineer location — helping you deliver faster, more informed service.

7. Search Bar on PPM Schedule View

• There is now a handy search bar on your PPM schedule page ( PPM > All PPM Contracts > select contract > Schedule tab)
• You can search by Description, Location, SFG-20 Code, Asset Number, Assets & Tasks 🔍
• This will help you quickly locate specific visits, assets, or tasks, saving time and making it easier to manage large or complex schedules.
• Click here to read more on PPM Schedules.

8. AXA Job Outcomes & Action Automation

• And finally, one for our AXA users - We’ve made improvements to the way you complete AXA jobs in Joblogic, helping you capture more accurate outcomes and reduce manual input when AXA notifications are needed.
• ✅ New Outcome Fields When Completing AXA Jobs
• When completing an AXA job, you’ll now see three new dropdowns:
  • Job Outcome – Select the overall result of the visit
  • Action Required – Specify what follow-up action (if any) is needed
  • Action Details – Add more detail to support the action selected
• These dropdowns are tailored to the trade of the job you're completing, and your selections will automatically trigger the correct AXA notifications – no need to send these manually.

✅ New Question: “Is the home emergency resolved?”

• To improve data capture, a new yes/no question has been added:
  • “Is the home emergency resolved?”
• This helps ensure AXA receive a clear picture of the situation and supports better reporting.

✅ Smarter Handling of the AXA Action Required Option

• To reduce manual errors, the “AXA Action Required” option is now automatically set to “Yes” if any of the following apply:
  • Is the home emergency resolved? = No
  • Action Required = Trace & Access
  • Job Outcome = No fix delivered
• In these cases, the option cannot be changed. If none apply, the radio button will behave as it did before, allowing manual selection.

Bug Fixes

🛠️ We’ve been working behind the scenes to make things smoother and fix a few issues you may have come across:

• Syncing customers now works as expected – the system won’t try to create duplicates anymore.
• You can now view General Forms with dynamic rows and survey questions on the mobile app after they’ve been submitted.
• When importing sites, the Site Type will now show correctly every time.
• Batch deploying PPMs is now working – no more "no visits" messages when jobs are actually there.
• If you update the account number on a PPM invoice, it now saves properly and shows the correct value when you go back to edit it.
• The ‘Import Sites’ template now includes primary contacts and shows the right information about whether they’re added to jobs.
• The quote price section now correctly shows the selling rate for callout fees.
• The Batch Delete option on PPM Contracts will now respect all your filters, helping you avoid deleting the wrong contracts.
• The delivery address now shows correctly on supplier purchase orders created from jobs.

Improvements

Sage 50 update!

• We’re now fully compatible with Sage 50 (v32) 💰
• You can now connect your Sage 50 v32 account with Joblogic. As part of this update, customer details can sync both ways between Joblogic and Sage 50 – saving you time and keeping everything up to date automatically.