Release: 8th April 2020
  • 30 Apr 2021
  • 1 Minute to read
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Release: 8th April 2020

  • PDF

Article Summary

PPM Contracts – Search Improvement

  • PPM Contracts search will now exclude cancelled contracts, these can be included in the search by ticking the new include cancelled checkbox.

  • A new summary box has been added to show the financial round up of all the related job and quote values.

Improved Planner Design

  • Following up from user feedback, we have made more space available in the planner and made it easier to understand for day to day use.
  • All the existing functionality has been left as it was, we have simply shifted buttons and lists around.

Library – Asset Class

  • You will now be able to see if an asset class has “Taps and brands” checked from the search screen.

Improvements, Modifications & Bug Fixes


  • Search placeholders have been cleaned up across the system so it’s clearer what can be searched through.
  • Business hours under “Company Setup” will now be validated before being able to be saved.
  • The ‘Customer Name’ field within the ‘All Sites’ page is now a hyperlink. Clicking it will take you directly to the Customer Detail page for that specific customer.
  • Job Invoices – The invoice summary section has been tidied up and is now more readable.
  • Reference Number, Owner and Raised By columns have been added to PO table list.
  • The Job Visits list has been moved to the new table design.

Bug Fixes

  • We have fixed an issue with fixed value invoices generated via ppm visits, where payment due date wouldn’t count from the date raised.
  • The outbound email history of visits against the job will now show up correctly.
  • An issue has been fixed with ordering not working on the PPM Schedule screen.
  • We have fixed an issue when trying to log a Job against an asset.
  • Various problems with the Planner have been fixed.
  • Route Schedule – We have fixed an issue that meant existing visits that could be updated were not being updated with new times from newly calculated routes.
  • There has been a fix for an issue where users were unable to add new tags on the fly to a PO on the detail screen.

Mobile Releases

  • Users now have the ability to complete workflow forms from the home screen.
  • The Vehicle Checklist button from the home screen has been removed and a new forms button has been introduced for all home screen related forms.

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