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Release Notes 2025
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Added a setting under Contracts Setting to Enforce PO on Contracts for PO-Mandatory Customers.
All reports will display the filter conditions applied at the top of the report.
Job dispatch automation added the option the schedule based on the week days.
For Quote templates added the option to set margin on 4 sides if default margin is not selected.
Added validation to prevent a quote from being created, updated, approved, create PO or create job if any of the Net amount, unit price, or unit cost is negative.
When adding a new job for the site, if there are any outstanding jobs, a message will appear under the site indicating the number of jobs and providing an option to view them in the job list by clicking the ‘View Jobs’ link.
Import option added for Assets. This feature enables users to import multiple Assets associated with different customers and sites from an Excel file.
Import Excel Column summary:
Column Title | Sample Data | Notes |
SiteRef | EZSITE | Free Text, Either CustomerAccRef or CustId is mandatory |
SiteId | Number, Either CustomerAccRef or CustId is mandatory | |
AssetName | Fire Asset | Free Text |
AssetDescription | Fire Asset | Free Text |
InstallDate | 05/01/2025 | should be Excel Date format |
NextServiceDate | 05/01/2025 | should be Excel Date format |
Template | Fire Asset Sheet | Free text, Case sensitive. System will validate with the master. |
MaintenanceIntervalUnit | m | Case sensitive. Values should be either m,d, or w |
MaintenanceInterval | 3 | Number |
SerialNumber | ABC-0001 | Free Text |
AssetModel | ABC-0001 | Free Text |
Number | 1 | Number |
Location | Main Hall | Free Text |
Cost | Number | |
ServiceFee | Number |