Joblogic Release: 28th May 2026

Features scheduled for release on 28/05/2026. 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.

Release Topics

Bulk Job Update
PPM Quote Upgrade redirect improvements
Job locking for fully invoiced jobs
Batch Move with automatic redeployment
Mobile Forms upload and visibility improvements
Uplift and discount percentage rounding
Visit end date and time in SMS notifications
Job profitability enhancements
Equipment Hire enhancements

Release Details

There are lots of new settings and configuration improvements this month, giving you even more flexibility to tailor Joblogic to the way your business works day to day. Let's take a look!

1. Bulk Job Update

Bulk Job Update is now available through the Marketplace, allowing you to update multiple jobs at once using a CSV import process.
Users with the Bulk Job Update permission can:
- Filter jobs and export up to 100 records at a time
- Download a pre-filled CSV template containing current job values
- Update supported fields in Excel
- Upload the file back into Joblogic for validation and processing
The feature is enabled by default for Administrator users once the Marketplace app is subscribed to.

2. PPM Quote Upgrade redirect improvements

When upgrading a PPM Quote to a PPM Contract, you are now automatically redirected to the newly created contract once the upgrade is complete.
A loading indicator is displayed during the upgrade process
To enable this head to Settings > System Setup and tick the “PPM Contract Redirect” box.

3. Job locking for fully invoiced jobs

A new system setting allows businesses to lock fully invoiced jobs to help maintain financial integrity. Navigate to Settings > System Setup to find 'Fully Invoiced Job Lock'.
When enabled:
- Jobs with status “Invoiced” become read-only once all costs are matched to confirmed invoices
- A banner is displayed confirming the job is locked
- You can still view all job information, but editing is disabled
However, users with the “Edit Locked Fully Invoiced Jobs” permission can still edit locked jobs as normal.

4. Batch Move with automatic redeployment

The Batch Move feature now includes an automatic redeployment option for deployed visits.
Allocated visits remain allocated after moving
Deployed visits can either:
- Stay deployed through automatic redeployment, or
- Move back to allocated status
This removes the need for additional manual deployment steps after moving visits.
This will need to be enabled via Settings > System Setup.

5. Mobile Forms upload and visibility improvements

Engineers with the “Visit - Upload Forms” and “Asset - Upload Forms” permissions can now upload forms directly from the mobile app.
A new “Upload Form” option is available within Mobile Forms, allowing users to:
- Choose Public or Private visibility
- Enter a form name and date
- Attach files and upload forms directly from mobile
Visibility updates include:
- Public and Private forms are visible within the Job Forms Logbook and Main Forms Logbook in Back Office
- Only Public forms are displayed within the Customer Portal

6. Uplift and discount percentage rounding

Another new system setting! This one improves pricing consistency.
Go to Settings > System Setup to enable the 'Preserve Entered Uplift/Discount Percentage' setting.
When enabled:
- The system preserves the exact uplift or discount percentage entered by the user
- Prevents percentage recalculation after sell value rounding
This enhancement is supported within applicable pricing sections on the Quote Details > Prices tab.

7. Visit end date and time in SMS notifications

New SMS template tags have been added to improve visit scheduling communication. New variables include:
- Visit Start Date
- Visit Start Time
- Visit End Date
- Visit End Date Only
- Visit End Time Only
The Job Description variable has also been added to supported SMS templates.
Head over to Settings > Email/SMS Notifications to update your templates.

8. Job profitability enhancements

New profitability display options have been added to Settings > System setup.
Available options:
- Profit Summary View - View costs, PO items, undelivered costs, sell values, and calculated profit.
- Detailed with Cost Breakdown View - Detailed view of key metrics: quoted, current, and actual profit with cost breakdown.
When the “Detailed with Cost Breakdown View” option is enabled, the enhanced profitability layout is displayed on both the Job Detail and Job Cost screens.

9. Equipment Hire enhancements

Several improvements and enhancements have been made across the Equipment Hire app.

Pre-hire job and asset assignment workflow

Users can now assign Customers and Sites before assets move to On Hire status.
Enhancements include:
- New “Log Pre-Hire Job” button within Hire Contract > Hire Items
- Reserved assets can now be selected before dispatch
- Assets appear under Site Assets once a job is logged
Additional validation now checks for:
- Ongoing pre-hire jobs
- Incomplete visits
- Assigned assets before moving equipment On Hire

Custom hire rate frequency

Flexible billing frequencies are now supported at asset level. This enhancement supports
- Custom commercial agreements
- Improved billing flexibility and accuracy
- Compatibility with existing contract billing logic

Signature capture in transport and collection notes

Transport and Collection Notes now include formal signature sections.
Added fields include:
- Customer Signature
- Engineer Signature
These are displayed at the bottom of the documents.

Enforced equipment selection from stock

Hire equipment must now be selected directly from available stock.
- Serialised stock selection
- Stock Units quantity handling

Automatic conversion of equipment into hire assets

Equipment added to a Hire Contract is now automatically converted into a Hire Asset.
When equipment is added:
- Stock quantity is reduced automatically
- Equipment is converted into a Hire Asset
- Lifecycle tracking begins immediately
This aligns behaviour with existing Cross Hire workflows and helps prevent duplicate allocation of equipment.

Bug fixes

Our developers have also been busy this month delivering a large number of fixes and stability improvements across Joblogic 🛠️

Hire Equipment

Hire-related information is now hidden when the Equipment Hire app is not subscribed to.
Corrected Hire Asset types for older records.
Updated Book Value and depreciation behaviour.
Hidden the Hire Asset import button where not required.
Removed unnecessary “Require Transportation” and “Ready for Transport” checkboxes when adding or editing Hire Items.
Hidden the “Show Cross Hire Assets Only” checkbox within Edit Hire Item.
Corrected Delivery actions for tenants using GRN and standard workflows.
Corrected Hire PO quick view information display.
Fixed carriage cost appointment values on Hire Purchase Orders.
Multi-currency values now carry through correctly when upgrading a Hire Quote to a Hire Contract.

Jobs & Scheduling

Fixed an issue where missing site geocoordinates caused jobs to be excluded from the Route Scheduler.
Fixed incorrect job totals appearing on the All Jobs page when switching filters or views.
Fixed an issue where job costs were missing from certain jobs.
Fixed an issue preventing parts added through Supplier POs from being edited when the Serialised Stock app was enabled.

Assets

Engineers can now save Asset History notes correctly.
Fixed Asset and Task Compliance export failures.
Fixed an issue where completed Asset PMR forms were being deleted instead of saved.
Fixed an Asset Refcom calculation issue preventing refrigerant removal after quantity corrections.
Fixed incorrect asset information appearing across multiple job forms.
Fixed QR code image generation and download issues for Hire Assets.

Forms & Logbook

Fixed duplicate form entries being created during save.
Fixed equipment details not feeding correctly into forms.
Fixed issues preventing engineers from completing certain forms.
Fixed a Dynamic Form asset rendering issue.
Fixed an issue where Required Forms were not appearing on specific PPM jobs.
Updated the Logbook endpoint to correctly return legacy form data.

Invoicing & Finance

Fixed an issue preventing a specific invoice from printing.
Fixed incorrect dates appearing on PPM invoice line descriptions.
Removed an unsupported Job Description tag from the Default Fixed Project Invoice template.
Fixed SOR invoice template tags not rendering correctly.
Fixed an issue where labour charge lines on quotes pulled incorrect selling rates.

Quoting & Purchasing

Fixed an issue where Visit Date and Visit Description disappeared after saving a PPM Quote during the Selling & Billing stage.
Fixed an issue where supplier branch selection only displayed the first 10 branches when upgrading a quote.
Fixed a Purchase Order quantity issue affecting Stock Units functionality.
Fixed an issue where quote tags were not transferring to jobs after quote upgrade.

Scheduler & Map

Fixed the All Jobs map view failing to load for sites with coordinates set to 0.0000.

Users & Permissions

Fixed an issue preventing new user accounts from being created in certain scenarios.
Removed AXA-specific permissions from non-AXA accounts.
Fixed an issue preventing group chat creation after profile email updates.

Subcontractors

Fixed photo previews not displaying on the Subbie Allocation Notes tab.

Job Templates

Fixed an issue where the Other Costing tab in Job Templates failed to load correctly.

API

Fixed the Contact API not returning Contact Level fields correctly.
Fixed the JobCosts API returning incorrect TotalSell values when Schedule of Rates non-chargeable toggles were enabled.

Timesheet (CMS)

Fixed an incorrect edited indicator appearing in the Weekly Payroll Report when no time values had been changed.

Security

Resolved a server banner disclosure vulnerability identified during annual penetration testing.