Release: 24th November 2020

Show In Warranty; Information for Assets

• When viewing Assets a new banner will appear to advise if it is in Warranty.

The information appears on the following screens:

• Asset – to see that an individual Asset is in Warranty.
• Job Assets – when selecting Assets and when editing.
• Job – to see all Job Assets in Warranty.

Use the Map View for All Query Screens

• A new map view has been introduced to show where query screen items appear on a map for Customers, Sites, Jobs & Quotes.
• A new map view icon will appear on these screens to allow you to switch to map view.
• Users can switch back to the list view at any time.
• The map view will display a pin for every filtered result.
• Results won’t display if an invalid address is held against the Customer/Site.

Improved Job Search in Planner

• A new Job(s) panel has been created to replace the Unassigned Work panel.
• This includes a new quick search feature to find jobs.
• A list of jobs that require Allocation exists along with a list of All Jobs (based on the current filter).
• The filter has been enhanced to include all filters available in the All Jobs screen (including Trade, Owner, Priority, etc.).
• Users can store saved Quick Filters to easily display the data based on commonly used filters.

Improvements, Modifications & Bug Fixes

Bug Fixes

• Issues with map view with filtered results have been fixed.
• A problem has been fixed where users couldn’t click on ‘Add Engineer’ button on Plannerboard.
• An issue when logging Related Quote has now been fixed.
• Fix for asset undo bug when toggling refrigerant on/off.
• We have fixed an issue where ‘Audit’ tab in Vehicle Detail screen would always show “No matching results found”.
• We have resolved a problem with Installation & Warranty dates not updating in portal.
• Fix for paging on Pay Bands search screen.
• After form clone if any errors display as validation rather than toast message.
• Fix for a problem where field engineer and reason are reset when validation already active.
• Updated invoice description length to be truncated at 50 characters.
• We have added validation to make and model length on-site asset.
• Fixed issue adding duplicate costs when manually accepting and auto accept from mobile feature is set up.

Improvements/Modifications

• Map view has been modified to display a maximum of 50 results.
• Users can add address into Site / Customer map view.
• A reference to Job detail in portal has now been added.
• Users can add order function to import history table.
• Users can now sort by Postcode in All Jobs list table.
• We have added a visible “Edited” tag to customer notes that have been edited since creation. Hovering over this will
  show when and who edited this note.
• Users can add site asset to job asset when one is created on the fly.