Release: 29th December 2020
- 21 May 2021
- 1 Minute to read
- Print
- PDF
Release: 29th December 2020
- Updated on 21 May 2021
- 1 Minute to read
- Print
- PDF
Article summary
Did you find this summary helpful?
Thank you for your feedback
Add Preferred Engineer to Sites
- It is now possible to set a Preferred Engineer against a site.
- A new setting will appear in the Configuration section of a Site.
- When selecting an engineer upon job creation the Preferred Engineer will display with a “(Preferred)” label next to it.
- This label will also display when allocating visits elsewhere in the system (within the job, PPM contracts, etc.).
- Additionally when viewing the Jobs Panel within the Planner the preferred engineer can be seen within the information for the job.
![](http://cdn.document360.io/7b0221a4-2cb1-462b-9b01-b03051eb7ca3/Images/Documentation/aa1.png)
![](http://cdn.document360.io/7b0221a4-2cb1-462b-9b01-b03051eb7ca3/Images/Documentation/aa2.png)
![](http://cdn.document360.io/7b0221a4-2cb1-462b-9b01-b03051eb7ca3/Images/Documentation/aa3.png)
![](http://cdn.document360.io/7b0221a4-2cb1-462b-9b01-b03051eb7ca3/Images/Documentation/aa4.png)
New Document Tags for Quote Template
New Tags have been created for the Quote Template document allowing additional information to be added to Quote Documents:
- Billing Address – The billing address associated with the Customer Detail.
- Uplift – The uplift value when adding material/expenses lines.
- Job Category – The category of job associate with the Quote.
- Prepared by Email Address – The email address of the Quote Owner.
- Prepared by Telephone Number – The telephone number of the Quote Owner.
- Note text (with Attachment) – To indicate where a note is associated with an Attachment.
All new tags can be found in the Quote Template guidelines
New Document Tags for Engineer Multi-Day Visits
New tags have been added for the Jobsheet Template document to display the individual Arrival and Departure times for engineers when on a multi-day visit.
This allows the Jobsheet to reflect all times that the engineer was on-site.
All new tags can be found in the Jobsheet Template guidelines.
Improvements, Modifications & Bug Fixes
Bug Fixes
- We have resolved an issue with appointment confirmations in the Portal.
- We have fixed a problem with Job Asset display in PPM contract resolved.
- An issue where printed invoices would always use the system default, instead of cascading through Site and Customer
- defaults, has been fixed.
- Logbook naming has been made consistent in portal and portal link.
- We have issued a fix for inability to search text with square bracket included.
Improvements/Modifications
- Job Asset Class and Site Asset Class are shown in Portal.
Was this article helpful?