Risk Assessment per Job option now available

Risk Assessment Daily Travel

New setting added to the App settings screen for Service jobs when Risk assessment can be started on Job

New Dispatch Status “Admin Complete Under Contract” added for jobs

If job is ticked as “Admin Completed = Yes” and if there is no invoice for the job and if it’s a contract job then we mark the status as “Admin Complete Under Contract”

Reverse VAT invoices will display a new badge 

  In Scheduler, new filter based on company  is now available

The Customer portal has the option to view the Asset list and history

To turn this on go to System Settings and turn on the Show assets option under Customer Portal settings

Quote List has the option to view the PO number and filter this will be available in the latest version

New notification to include MAC users note, in event page doesn’t load

Contract List screen “Update Fees” option added for updating Bulk contract fees

On clicking on the button below, pop-up will open

There are four different Methods to calculate the new updated fees ( for price increases)

Fee = Fee + Percentage

Fee = Fee multiplied By
Fee = Fee plus
Fee = (Actual amount)

  User Permissions – Making  a User “InActive” will set  field worker also = No, to prevent them from using the App

( Stock Control module) In the parts screen, warehouse mapping will only show if stock permission is granted

Added option to set first call schedule when creating a new Contract.  This option is applicable for contracts with monthly call frequency 

There are four options:

1.Always on start date of new contract period – Default one. Call will start creating from the contract Start date

2.Scheduled as per maintenance interval after contract start – First call will created one day before the end of first call freq.

3.Scheduled as per maintenance interval minus 2 weeks – First call will created two weeks before the end of first call freq.

4.Scheduled as per maintenance interval minus 1 month – First call will created one month before the end of first call freq.

Service Jobs Updates:

• Page orientation issue fix for Android 14 Tab
• Document loading issue fix for iOS 17.4