Web Release: Week Commencing 19th February 2024

Features scheduled for release on 22/02/24. The functionality detailed will not be available in the system until these dates. However, please note that these dates are an ETA and may be subject to change.

Release Topics

1. Phrasebook updates
2. Subcontractor updates
3. Area column
4. Profitability updates

Release Details

1. Phrasebook updates

• This week we have a further update to the recently added Phrasebooks! 🤩
• You can now add and use Phrasebook entries for your Good Received Notes and Vehicle Notes.
• To set the phrasebook up, go to Settings > Library > Phrasebooks. You’ll notice you can now choose GRNs Notes and Vehicle Notes against Type.
• To utilise these items, go to the relevant pages (Purchasing > Goods Received Notes > Notes > Use Phrasebook OR Settings > Library > Vehicles > Notes > Use Phrasebook)
• Click here to read more about this exciting new feature.

2. Subcontractor updates

• We also have some useful updates to the ever-expanding subcontractor module.

Tags

• First up, there are some new tags for you to use on your Subcontractor PO document template -
  • Date Logged - @@DateLogged@@
  • Job Priority - @@JobPriority@@
  • Contact Name - @@Contact@@
  • Telephone - @@Telephone@@
• To read more about setting up your own templates, click here.

Completing Subcontractor items

• We have removed the ‘’Add the line in Job Cost Screen under subcontractor cost type’’ tick box and made the process automated.
• This means one less box you need to click when completing a Subcontractor PO item. Great news! 🎉

Old > New

Area

• You can now filter by Site Area OR Subcontractor Area when Batch Deploying Subcontractor PPM Visits.
• This is super handy as you can now filter to where the subcontractor is, rather than just the site address.

3. Area column

• Next, we have a simple but useful change. A new optional column has been added to your All Jobs page for Area.
• This means you can now easily see where your jobs are located, in the main jobs table.
• To add this, click the Settings cog and scroll to find Area(s) and tick to add. Easy Peasy!

4. Profitability updates

New and Improved look

• We have improved the look of the Profitability section of your Job > Costs page!
• You’ll now see three sections: Quoted Jobs, Cost and Sell, with the Total Profits underneath.
• This breakdown should make things a lot easier on the eye and help you understand your profits more easily. 🤑

Title updates

• Some of the titles have also been updated slightly, in the Profitability grid, and the Cost table.

Old

New

Quoted values

• If there are no quoted values on the job, the Quoted Profit Totals will be hidden so there will be no irrelevant data on your page.

Without Quote Value

With Quote Value

Bugs

We've worked hard on fixing a few bugs this week! 🪲

• The Job Owner will now be updated correctly when changing the Owner on the Portal.
• You will now be able to save up to three decimal places when adding the value to the Total Charge field against an Asset.
• The Cost Line will now expand to see all data, when engineer costs are added.
• An issue with filtering the data on the base of selected site in Gas Cylinders has been fixed.
• The Invoice Status will show 'Matched' on the Search page of the Contract Purchase Orders and on the Details page correctly.
• The Part Number will be populated and show the correctly on the printed document.
• A warning message (“The Information is required”) has been added if you want to create/edit recurring Non-Productive Time when 'repeat on' is empty.
• An issue where the Total Contract Value was disappearing when editing a PPM Contract has been fixed
• Purchase Order details will now show selected tags correctly after editing and reloading the page
• An issue with the Asset Tab not showing if the permission for Customer Portal was denied, has been fixed.
• You can now search via Reference Number in the Stock Record list, as intended.
• The export button will now work fine if you select all subcontractors on the All Jobs page
• An issue with duplicate data when creating new customer data has been resolved
• We have fixed a problem where PO/Invoice was not loading the lines with the McAfee extension turned on.
• An error on deleting Job Template Tasks if there is no sub task has been fixed
• "PPM Contract" field will no longer be displayed in the Job Summary of Reactive Jobs on the Planner
• The SOR value will now be displayed on Schedules of Rates Library dropdown of Job Cost when the SOR toggle is enabled/disabled
• The location field is now required when upgrading a quote with issue from stock
• The supplier invoice of the PO screen will now show the invoice amount before the tax is overridden by the system