New Features
Password Reset & Change Password for Audit File Users
Audit File users can now manage their own passwords without requiring administrator assistance.
New functionality available for:
Techie Users
HACCP Users
Users can now:
Reset forgotten passwords
Change their passwords directly from their portal
Species Logging & Threshold Trend Reporting Enhancements
Species logging and trend reporting have been enhanced to provide better visibility into pest activity and risk levels.
Enhancements include:
Species-specific threshold monitoring
Improved trend graphs and reporting
Automatic risk indication based on configured thresholds
Better visibility of species activity over time
Recurring Contract Value Countdown
A new Recurring Contract Value Countdown feature has been introduced to provide greater visibility and automation for recurring contracts.
Contract Tracking
The system now displays:
Total revenue remaining on future scheduled jobs
Total revenue generated across all jobs linked to the recurring contract
Number of jobs remaining
Total number of jobs in the recurring cycle
This provides a clear overview of contract progress and remaining value at a glance.
Automatic Job Completion
A new recurring track setting allows organisations to automatically complete recurring jobs on a specified job date.
Automatic Invoicing
A new recurring track setting allows recurring jobs to automatically generate invoices on a specified job date.
These enhancements help automate recurring contract management, reduce manual administration, and improve visibility into contract performance.
Item Rates
Item Rates have been introduced to provide more flexible pricing control.
Features include:
Configure multiple rates per item
Improved pricing management
Greater flexibility when quoting and invoicing
Click here to view the help video: https://help.briskflow.tech/en/articles/15586444-price-lists
Disabled Item - New Role Permission
Administrators can now assign a role that determines whether users can view disabled items within the platform.
Benefits
Hide disabled items from standard users to reduce clutter and prevent accidental selection
Allow authorised users to continue viewing and managing disabled items when required
Improve data visibility and user experience through role-based access control
Request Access
If you require access to view disabled items, please contact [email protected] to have this role assigned to your profile.
Fixes & Improvements
Fixed an issue where technicians could only view limited remarks on jobs in Techie View
Removed hygiene units from displaying on PRP Audit Files
Updated Audit File user SMS notifications to clearly include password information
Existing technicians now remain visible on job cards even if removed from a branch
Corrected wording displayed when a quote is rejected
Restored access to Asset Reports for users with the correct permissions
Corrected Multi Job Card Invoice generation when using date range filters
Fixed DocuFlow character encoding issues displaying "&" incorrectly
Prevented asset serial numbers from being edited during callout creation
New leads now correctly default category values where applicable
Added a new report for disabled units. The report is visible under Audit files, site overview reporting and Disabled units.
Part-payment invoices for non-Sage clients now automatically generate invoice numbers
Improved Sales "My Sales" call type functionality
Fixed part-payment updates affecting main line items incorrectly
Resolved pricing visibility issues when sending quotes and job cards without pricing
Fixed Proforma PDF generation displaying pricing when pricing was hidden
Restored Assets and Callouts Tabs on Techie View
Corrected duplicate records being created during batch completion
Improved Clear Stock and Start Over functionality
Corrected Customer Satisfaction Report date filtering
Fixed Stock Exceptions CSV date range filtering
Removed duplicate Create Batch buttons from Requisitions
Prevented disabled Audit File users from logging in
Schedule search now includes address names
Fixed VAT inclusion/exclusion changes affecting historical part payments
Corrected dashboard heading display for long branch names
Added duplicate PO number detection functionality


