Features scheduled for release on 25/08/2026. 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.
Marketplace Enhancements
- Batch Move & Deploy Visits
- Multi Sectioned PPM Quotes
- Quote Request from Customer Portal
Marketplace Release Details
1. Batch Move & Deploy Visits
- The Batch Move feature allows planners to reassign multiple visits from one engineer to another in a single action from the Engineer Planner.
- By enabling the Redeploy setting, inactive engineers can also be selected as the source engineer, making it easier to reassign any remaining visits when an engineer leaves or becomes inactive.
- Visits can be selected and moved to another engineer while retaining their existing statuses, helping to reduce manual effort when managing and rescheduling workloads.
Check our the user guide here.


2. Multi Sectioned PPM Quotes
- PPM quotes can now include up to five package options, allowing customers to compare different service and pricing options before selecting the package they want to proceed with.
- Each package can have its own pricing, billing and visit schedule, while shared quote information is managed once at quote level.
- Customers can select their preferred package through the Customer Portal, with the selected package then used when converting the quote into a PPM Contract.
- New merge tags are also available to include package names and contract values on quote documents.
Click here to read more about this new app

.png)
3. Quote Request from Customer Portal
- The new Quote Requests app allows customers to submit requests for additional work or services directly through the Customer Portal.
- Submitted requests can be reviewed by the back office and either accepted or rejected. Accepted requests can then be converted into a quote, with relevant information such as assets, notes and attachments carried across to help streamline the quoting process.
- The app also includes configurable permissions and notifications, giving businesses greater control over who can submit, manage and receive updates about quote requests.
For more information on setting up and using this feature, please see the Quote Requests guide.
.png)
.png)