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Release Notes - v1.0.08

Release Date - 20th October 2023

 

User Interface

 

Updated Mobile Layout and Menu

Introduced "Force Desktop Site" feature on Mobile view

Job number shows on mobile appointment cards instead of just claim/project number

Background colours added to the appointment status on mobile job appointment cards to mirror background colours used in calendar

Site Forms implemented for Mobile

Implemented view improvements on Estimate screen

All job types that have an authorised estimate will now show finance details on the details page

Company name now visible in contacts search page

Improvement on Xero connection when a new division is created - it will not automatically try to fetch GL code from Xero

Site Surveys has been renamed to Site Forms in Module Settings

Warning messages will now be displayed if a compliance email is not sent out for any reason

Only "Tentative" or "Confirmed" appointments will show as a featured appointment

 

Calendar Enhancements

 

Modification to fix DST display issues

In Dashboard and calendar, appointments will only display "Tentative", "Confirmed" and "Completed" jobs

 

Security and User Enhancements

 

Non Admin users can no longer add or edit contacts

Created new Project Manager position to take appointments and be viewed on calendar

Added ability to assign an appointment to any position

SMS to customer will only be sent for estimator appointments

Compliance Request email and link issues resolved

 

This update also included Various Bug Fixes and underlying infrastructure improvements