Software & App Feature Updates | April 2025 | EzManagement - Leading Field Service Software

Software and App update releases and bug fixes

Date: Apr 25, 25

Software & App Feature updates | April 2025

ℹ️Added a setting under Contracts Setting to Enforce PO on Contracts for PO-Mandatory Customers.

 

ℹ️All reports will display the filter conditions applied at the top of the report.

ℹ️Job dispatch automation added the option the schedule based on the week days.

ℹ️For Quote templates added the option to set margin on 4 sides if default margin is not selected.

ℹ️Added 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.

ℹ️When 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.

ℹ️Import 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 TitleSample DataNotes
SiteRefEZSITEFree Text, Either CustomerAccRef or CustId is mandatory
SiteIdNumber, Either CustomerAccRef or CustId is mandatory
AssetNameFire AssetFree Text
AssetDescriptionFire AssetFree Text
InstallDate05/01/2025should be Excel Date format
NextServiceDate05/01/2025should be Excel Date format
TemplateFire Asset SheetFree text, Case sensitive. System will validate with the master.
MaintenanceIntervalUnitmCase sensitive. Values should be either m,d, or w
MaintenanceInterval3Number
SerialNumberABC-0001Free Text
AssetModelABC-0001Free Text
Number1Number
LocationMain HallFree Text
CostNumber
ServiceFeeNumber