Release: 24th March 2020
  • 30 Apr 2021
  • 3 Minutes to read
  • PDF

Release: 24th March 2020

  • PDF

Article summary

  • Customers can now download a copy of your job sheet from their portal links.

Site / Job Asset in PPM Contact / Asset is now clickable

  • You can now view asset details by clicking directly on the asset description.

  • Sidebar buttons will now hide their dropdown if they only contain one button.
  • The top-level menu button will perform the action of the single button which was inside of it.

Quicker Import Checking

  • When uploading CSV files to be imported (Customer, Site, Supplier, Parts, etc…) – the CSV file will now be checked at the point of upload, as opposed to when we process the import.
  • This means you will more quickly receive feedback about if your import is valid and can be imported into Joblogic.

Passing on discounts – Purchase Orders

  • When delivering purchase order items, you may now choose whether to pass any discounts given by your supplier on to your customer.
  • If you choose to pass on a discount, it will be deducted from the job cost which is created upon delivery.
  • You may then choose to modify the Sell value of the Job Cost too, if you wish.

Improvements, Modifications & Bug Fixes

Improvements

  • Purchase Orders – We will now store and show the Purchase Order owner.
  • Purchase Orders – When delivering an item, if the item part has a sell unit price, it will be used, otherwise, the sell unit price will be calculated based on uplift value.
  • New tags:
    @@ContactName@@
    @@ContactEmail@@
    @@ContactTelephone@@
    These have been added to Invoice templates.
  • Form Logbook – You can now search by form name
  • The Invoice Header page of the PPM Contract screen has been improved for clarity.
  • **Portal **– Forms logbook will now show the form name as well as the form type.
  • When upgrading a Quote into a Job, the resulting job will now have the same Job Category as the original Quote.
  • Quote Approval – An email will be sent if the approval is done via the portal link.

Bug Fixes

  • There has been a change to the way we render documents with a large number of images. We have made the images smaller to speed up download times.
  • We have fixed an issue with “forgot password” for Mobile only users.
  • For mobile users, a password reset successful page will be shown instead of redirect to login page.
  • Results Per Page count now can be saved as a preference for the following pages:
    All invoices
    Reports
    Refcom: Log Books & Leak Checks
  • An issue has been fixed where Uplift value against Subcontractor was not being updated.
  • Tags filters will now be used when exporting jobs.
  • Gas Cylinders – Changing location would sometimes not save.
  • Portal – Customer Dashboard in/out of target pie charts have been updated to work with the new way we calculate priority times.
  • We have fixed an issue when trying to email a custom form from the preview screen.
  • The “Send” button will no longer show up on quotes that have already been approved or upgraded.
  • There has been a fix for an issue where POs which don’t have an estimated delivery date will be hidden from the list when users try to order by estimated delivery date.
  • There has been a fix for CGroup invoice credits not carrying invoice lines across when created.

Mobile Releases

Scheduled for release on 06.04.2020. Please note that this date may be subject to change.

Sign-in Feature

  • New users can now sign up on the mobile application
  • Users can now request to have a forgotten password reset.

Visit Details

  • You can now see counts for visit/site notes, expenses, visit parts, job assets, visit attachments and job tasks on the visit detail screen.

Budweiser

  • Budweiser taps and brands can be associated with site and job assets.

Response Time

  • Response time and priority colour will be calculated on the basis of company business hours.

iOS Bug Fixes

  • An issue has been resolved where form attachments were not updating.
  • An issue has been resolved where priority colours were applied to already responded jobs.

Android Bug Fixes

  • An issue has been fixed where the note was still editable if view was disabled.
  • We have improved implementation for duplicate entries while getting pending notifications to fetch visits
  • Background location tracking has been improved
  • A bug has been fixed where priority colours were applying to already responded jobs.

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