New Features
🔄 Autofill Enhancements
Autofill on Audit File - Techie View Only
Audit Files now support autofill functionality to speed up data entry and reduce errors.Smart Pesticide Batch Autofill
When a pesticide is logged for the first time during a job, the batch number and manufacture date will be saved for the session. Any further entries for the same pesticide will auto-fill these values—ensuring consistency and saving time.Default Equipment and Method per Unit Type
Default equipment and default method values auto-populate when logging a remedy for that unit type, with the option to manually override if needed.
📱 Technician View
The Technician View has been redesigned for better mobile usability. It includes:
A more intuitive menu system
Improved table layouts that align with the admin interface
These enhancements provide a smoother, more consistent experience across devices.
💸 Excess Payments
A new Excess Payment feature enables branches configured for excess billing to charge leads a specified excess amount.
Displays on the original jobcard’s order cart
Sends directly to the lead
The process works similarly to part payments and simplifies billing.
📊 My Dashboard
Users now have access to a personalized dashboard featuring:
Company-specific insights
Role-tailored graphs and metrics
This allows users to monitor performance and operations more effectively at a glance.
🧾 Cashbox
A secure Cashbox process has been introduced to manage field-collected cash:
Technicians log the amount received and collect a client signature
Upon returning to the office, admins verify and log the physical cash
The system auto-compares expected vs. actual totals to detect discrepancies
This feature enhances accountability and helps prevent fraud.Contact [email protected] to add and remove roles.
Cash Technician – Hands in all the physical cash received throughout the day.
Cash Count User – Accepts money from the technician.
Cash Admin – Can view all cash transactions.
Click button below to view Full help file
📥 Unread Inbox Screen
We’ve introduced a brand-new Unread Inbox screen to help you stay on top of your communications!
🆕 What’s New?
A dedicated Unread Inbox view is now available.
It displays all unread messages across the system in one place.
Helps you ensure no important message slips through the cracks.
Fixes and Changes
🔄 System & UI Updates
Added abbreviation for item numbering on the order item area
Fixed duplicate display of the word "Proforma Invoice" when previewing a proforma invoice
Removed the copy quote button on partial job cards
Partial invoice previews now include the description
Audit trail now shows Sage company link per branch
📝 Documents, Invoices & Quotes
Invoice number now autofill's correctly in DocFlow documents
Part-payment invoices now display the invoice number on the PDF
Added credit note numbers to scheduled jobs export reports
Fixed supplier order PDF image sizing issue
📆 Schedule & Jobs
Fixed date jump issue when selecting a date above 31 in schedule view
On-site/off-site filters now respect branch settings
Removed empty second page from invoice print view
📊 Reports & Filters
Improved Audit File Activity Report
Branch filter in Sales Day Monitor now functions correctly
Pipeline report dropdown now reflects branch access permissions
Asset by Lead CSV now includes asset category
Updated report comparing CVS to outstanding POs
🔧 Asset & Inventory Issues
Asset date filters in techie view now working as expected
Fixed issue allowing users to access other branch assets by serial number
Sub-menus for asset movement/disposal now visible in admin and techie views
🔍 Search & Filtering
Supplier order number search now returns results
Job card PO number search improved
Resolved quantity change issue on supplier orders
🛠️ Miscellaneous Fixes
"Remove" button now functional in site groups
Prevented attachment sending when settings are disabled
Fixed manager signature button behavior