Software Feature Updates February 2024 | EzManagement - Leading Field Service Software

Software and App update releases and bug fixes

Release Notes

Date: Feb 01, 24

Software Feature updates February 2024

ℹ️ Asset Details View Asset Details link added in the Site details Asset Tab

ℹ️(JSON) Details Screen for Asset Service 

ℹ️ Asset Service: Date range UI filter improvement [by default the options are selected for period range]

ℹ️ Site Asset name in List now made a hyperlink to show Edit Asset page

ℹ️ Contract List now have a new option to filter based on company

ℹ️Add/Edit Contracts validation added for job text for (( )) are properly closed

ℹ️Contract Edit screen Asset Add/Edit/Delete functionalities added

 

ℹ️ Contract List added filters

1st CALL NEXT TERM ON OR AFTER
1st CALL NEXT TERM ON OR BEFORE

 


ℹ️Unapproving a quote is now possible. When a quote is in Draft approved and job is not created yet, this button will be displayed.

ℹ️Sales Book Added Fields with filters for Customer Sales rep and Trans Sales rep

ℹ️Job Print screen added Dispatch Engineer, PO Value, Project Name and Site Address added with Postal code

ℹ️ Contract Add/Edit Screen Text for Invoice max char 500 validation added


ℹ️ ProForma Invoice settings moved from System settings to Invoice settings 

ℹ️Invoice screen now has option to override the Proforma Invoice, based on this setting the Invoice pdf will display Proforma Invoice if this is checked