Software & App Feature Updates | June 2024 | EzManagement - Leading Field Service Software

Software and App update releases and bug fixes

Date: Jun 06, 24

Software & App Feature updates | June 2024

ℹ️ Edit Asset screen has the option to export the QR code

 

Once the QR code is scanned from mobile you can see the Asset service list.

 

image

When the Asset name is clicked it will download the asset file

 

ℹ️ New Role added for Quote to view Update Product Cost

When the above setting is turned on  Update Product Cost  will be visible in the Quote creation screen

 

ℹ️ Parts creation, editing and  deletion are now based on roles

ℹ️ When the same  job is viewed by one or more user, when any of the users saves the Job, then when the other user tries to overwrite the job the below message will be displayed and Job will not be updated until the user reopens the job and editsimage

 

ℹ️ SECURITY FEATURE If anyone attempts to log in with incorrect credentials 15 times within 24 hours, the software will block further login attempts and require the user to wait for 20 minutes before trying again. Additionally, an email will be sent to the user whose user ID was used and to support@ezmanagement.net.

This policy is implemented in both the Cloud and the customer portal.

The following settings can be reconfigured:

  • Maximum login attempts: default 15
  • Wait period: default 20 minutes
  • Check period: default 24 hours
  • Notification Email: default support@ezmanagement.net

Email Sample:

Two new reports add for Contracts

Contract Invoice Dashboard

New & Cancelled Contract Dashboard

Two new reports add for Contracts

Contract Invoice Dashboard

New & Cancelled Contract Dashboard

 

ℹ️Two new reports add for Contracts

  • Contract Invoice Dashboard
  • New & Cancelled Contract Dashboard

 

Contract Invoice Dashboard

This report will show the value of invoices for contracts and other categories over the past twelve months

New & Cancelled Contract Dashboard

This report will show the New and Cancelled Contracts over the past twelve months

ℹ️ Job history will now display PO Value

ℹ️ Account and Site task has option to mark the task as Done when creating the task from customer / site  details  screen