Site details: “Site systems” tab moved to Security Details Tab. And a new tab was introduced for “Site System Assets” in Security Details

If all lines are already invoiced or added to a Quick Invoice, and user  want to create a new invoice, then clicking the Invoice button in the pricing screen will display the pop-up shown below, allowing user to enter the amount and create a new Quick Invoice.

All invoices related to the job will be displayed at the bottom of the Pricing screen.
The following labels have been added at the bottom of the Pricing screen:
Total Invoiced – Displays the total amount of all invoices.
Selected Invoice Amount – Displays the total based on the selected lines to invoice

Added a Split Quantity for Invoice option for the Parts List in the Pricing screen.
When the Split icon is selected, the window shown below will appear. The user can enter the quantity to be added as a new line. By clicking the Add button, a new line will be created with the entered quantity, and the same quantity will be deducted from the source line 

If the quantity of a parts line in the invoice is changed, the corresponding parts line in the Pricing screen will also be updated accordingly.

• If the quantity is increased, the corresponding line in the Pricing screen will be updated with the new quantity.
• If the quantity is decreased, the quantity in the Pricing screen will be reduced for the corresponding line, and a new line will be created with the reduced quantity. The new line will not be marked as invoiced

Added the option to create multiple Quote Task Boards. Quote Task Boards can now be configured from the Quote Add/Edit screen for a specific Quote, instead of using the default Quotation board.

While creating or editing a board, users can set the Is Quote flag to Yes to create it as a Quote Task Board. The task list for all Quote statuses will then be displayed for the Quote.

Added an option to select a default Quote Task Board for a user in the Edit User screen. The dropdown will list all Quote Boards that the User is a member of

In the Add/Edit Quote screen, an option to select a Task Board has been added. The dropdown will list all Quote Boards that the Sales Rep is a member of. The user’s default board will be selected by default. The View Task Board button can be clicked to view the selected Task Board, provided the logged-in user has permission to access it.

Added the option to configure the Email Signature for each user in the User Add/Edit Screen

If the email signature is configured, it will be added to all email functions when sending emails.

Enhanced Verify Payments Page

The Verify Payments page has been enhanced to make payment processing easier and more efficient.

What’s new:

• Improved layout and usability for clearer payment review

• SEPA file download option, allowing you to quickly generate and download SEPA payment files for bank submission

  

File Uploads for Users

Users can now upload licences and other important documents directly into the system.

What this means for you:

• Store licences and related files securely in one place

• Easily access and manage user documents when needed

• Reduce paperwork and keep records organised

  

Nuacom Integration

We’ve integrated Nuacom with EZ to streamline your contact management and communications.

With this integration, you can:

• Import contacts from Nuacom into EZ

• Export customer-level and site-level contacts from EZ directly to Nuacom

Benefits:

• Keep contact details in sync across both systems

• Reduce manual data entry and duplication

• Ensure your team always has up-to-date contact information for customers and sites

PO number field added to the jobs list and filter in the customer portal.