Release: 14th December 2021

Scheduled for release on 14th December 2021. Please note that this date may be subject to change.

Release Topics

1. Back Office - Schedule of Rates
2. Mobile App - Asset Reference Number
3. Suppliers - Assigning Multiple Contacts

Release Details

1. Back Office - Schedule of Rates

• A new ‘Schedule of Rates’ feature has been introduced, which allows Joblogic users to price jobs and sales invoices quickly and efficiently.
• The ability to add, edit and import items into a Schedule of Rates Library has been added.
• A search function has been added which allows users to quickly locate a given rate item by typing either the ‘Code’ or the ‘Description’.
• The ‘Add Schedule of Rates Library’ button opens a dialogue box which allows the user to input a description and specify whether this action is active.
• Click Here to view the User Manuals supporting the SOR feature.

Trade Categories

• A new 'Trade Category' has been added in the ‘Misc’ section in the Library section of Joblogic.
• This section enables users to group Schedule of Rates items into Trade Types.

Customer Level

• Users can now assign Schedule of Rates Libraries to customers in the ‘Customers’ page of Joblogic, under the ‘Configuration’ tab.
• The user will be able to choose the default Schedule of Rates library for a speficic customer from a list of existing libraries

Job Level

• There is a new Schedule of Rates toggle button in the ‘Jobs’ page of Joblogic, under the ‘Costs’ section.
• This toggle will be inactive by default. Users can change this to active to set all costs to non-chargeable with the exception of the Schedule of Rates cost.

2. Mobile App - Asset Reference Number

• There is now a field on the Asset screen in the Mobile app which allows users to add the Asset Reference Number.
• This field allows users to input numeric, alphabetic and special characters.
• If the asset has a reference number populated in the back office, this will also be populated in the mobile app.

3. Suppliers - Assigning Multiple Contacts

• A new tab entitled ‘Contacts’ has been added to the ‘Suppliers’ screen in Joblogic.
• This tab allows users to create multiple contacts against one supplier.
• The primary contact will still be displayed in the ‘Supplier Details’ screen and additional contacts can be added and viewed under the 'Contacts' tab.
• These contacts are available from all ‘Purchase Order’ screens.

Improvements and Bug Fixes

Improvements

• Further work has been implemented into fully accomodating the Audit feature. A new 'Audit' option has been added to the Contacts tab to view audit records.
• A new ‘N/A’ option has been added when choosing the ‘Completed’ status for Job Asset Tasks of PPM Contracts.

Bug Fixes

• An issue with the scroll function not working properly in the ‘Add Job’ and ‘Add Quote’ pages has been fixed.
• An issue in PPM where the site list is not filtered for selected customers has been fixed.