Web Release: Week Commencing 16th October 2023

Features scheduled for release on 17/10/23 (US based accounts) and 19/10/23 (UK accounts). The functionality detailed will not be available in the system until these dates. However, please note that these are an ETA and may be subject to change.

Release Topics

1. Service Job updates
2. Stock Location – Vehicle link update
3. Stock availability warning

Release Details

1. Service Job updates

Dashboard

• It’s a new week, and we have two new additions to the Service Job module! Firstly, we’ve added a handy dashboard for your Service Job Letters.

• You’ll now be able to see the all-important Service data in an easy to view visual format!

• These doughnut charts will help you to see how your compliance and jobs are doing! No real doughnuts unfortunately! 🙁

• The dashboard will show you the following data:

  • Gas Compliance
  • Contractual Gas Compliance
  • Access Ratio
  • Invalid LGSR Sites
  • Service Jobs Due

• As always, this update has been included in our handy Service Jobs user guide, so feel free to grab a real doughnut and get the full lowdown on this feature!

Enable/Disable

• For the second update, we have added an ‘enable/disable’ option for this module meaning if you don’t require any aspects of it on your system, you can turn it all off!
• To do this go to Settings > System Set up > scroll to the bottom and untick the Service Jobs option.
• If you do start using service jobs and then decide to disable it, there are some things to bear in mind – these useful tips can be found in our user guide too (link above)

2. Stock Location – Vehicle link update

• This week we’re making it easier for you to unlink your vehicles when deleting/suspending stock locations!
• If you need to delete a stock location (Stock > Stock Locations > choose stock location > three dots > Delete Location), the confirmation box will now include a tick box for ‘’Unlink Vehicle’’
• This means that the vehicle will no longer be associated with this suspended location and can be linked to another new location if required.

3. Stock availability warning

• We’ve made a small but helpful change to the stock limit warning when issuing parts from stock on a job. (Job > Costs tab > Add Material > Issue From Stock)
• Previously, you’d only see the error ‘’there are only 2 in stock’’ for example and if you’re adding multiple parts in one go, this can get confusing – but which one is each message referring to I hear you ask?! 😖
• Well now we have updated this message to include the important part description too! So you get the full breakdown of parts AND stock quantities.

Improvements

• There are a couple of exciting improvements this week starting with the ability to Export your CFTS certificates via Reports > CFTS Certificates Issued

• Next up we have a new VAN icon to show the live location on Historical Tracking > Data View Mode – Vehicle

• And last but not least we have added the QR code to the Assets & Tasks Compliance section. This will also show on the Customer Portal and on PDF’s via the Print/Download options.

Bugs

• We have fixed an issue whereby the part number was not showing with the description if an engineer added it via the mobile app.
• Exporting reports should now be saved with the correct name.
• The Refcom Audit records will now show as intended when clicking the Print option within the Refcom Audit screen
• Cancelled Jobs will no longer show in the Requires Approval tab on the All Jobs page
• The Total Charge under Additional Information on the Asset Details page should now save correctly if 0 is entered.