UPDATES:

  • Resolved an issue with an Invalid Property ID error when trying to view property information right after estimate creation
  • Resolved a "Page not found" error after editing a person on the property page
  • Resolved color inconsistencies for Balance, Opps/Est & Schedule buttons
  • Resolved an issue related to duplicated schedule header buttons on the Scheduling View page
  • Resolved an issue related to oversized contact results on the Scheduling View page
  • Resolved an issue related to Invoices with a labor or materials discount still getting taxed at the original rate
  • Resolved an issue related to the FieldCentral field app not taxing the minimum charge on the Work-To-Do (WTD)
  • Resolved an issue related to the move day feature creating new visits for incomplete work orders instead of moving them
  • Resolved an issue related to the Bill Amount in Visit Summary not updating after adding then removing a material to a visit
  • Resolved an issue related to the Time Sheet Report rounding up in some instances as well as resolving inconsistency between Visit Summaries and Time Sheet Reports
  • Resolved an issue related to Work-To-Do (WTD) descriptions not showing on invoice if the remarks complete checkbox was not selected
  • Resolved an issue related to incorrect scheduling legend color and distance (when viewing future months)
  • Resolved an issue related to time records on timesheets showing as red incorrectly
  • Resolved an issue related to Inactive SendGrid template versions showing on the FieldCentral templates drop down

NEW:

Data Management:

  • Added functionality to facilitate retaining "default" values taken from the visit when creating time records via the visit summary
  • Added functionality to facilitate "property Work-To-Do notes" and "estimate template notes" populating the "Work-To-Do notes" when creating an estimate
  • Added functionality to facilitate Visit-To-Do level Work-To-Do notes to be stored as a separate instance
  • Added functionality to facilitate Estimate-level Work-To-Do notes to be stored as a separate instance

Interface:

  • Added Column detail to Visits To Do page view
  • Added functionality to retain last selected state when selecting "show full day" vs "show business hours" on the schedule page