Our latest platform update introduces a wide range of enhancements across Callouts, Job Cards, Payments, Reporting, Assets, Sales, Audit Files and general system functionality. These updates focus on improving accuracy, visibility, access control and day-to-day usability.
Features, Fixes & Improvements
Store and lead users will now only see active callouts relevant to their own store, improving visibility and access control.
Follow-up job card amounts are now also displayed on the original job card, providing better visibility of associated costs.
Corrected the way part payments are reflected in Week View monthly totals, ensuring totals remain accurate when part payments are created or marked as paid.
Added an Audit Trail button to the Callout View page, making it easier to review callout history and changes.
Payment in Advance terms now correctly use the invoice date as the payment due date when syncing to Sage.
Payment terms available on a lead are now correctly available when working with the associated job cards.
Prevented duplicate items from being created when users double-click Add Costing.
User audit history now records when a user profile is enabled or disabled.
Enhanced the Repeat Customers Report to provide improved visibility of recurring customer activity.
Improved Get Job Card functionality for easier job card retrieval.
Lead Information now clearly indicates when a sub-contact exists.
Improved the Lead Edit process to prevent repeated Save actions and duplicate success notifications.
Improved the accuracy of the New vs Repeat Customer Report.
Fixed missing information on the Asset Movement Report where recorded movements were not displaying.
Corrected an issue where sub-contacts were not populating despite users having the required permissions.
Corrected credit limit validation on leads.
Empty Equipment Used fields will no longer display an incorrect value on previewed job cards.
Added a new Full Service job category to support the required service workflow.
Document sections can now remain open and visible, improving document completion and review.
Fixed an issue where generating a Callout CSV redirected users to an incorrect required screen.
Part payments can no longer be entered at a value higher than the total order value.
Improved the Techie View Callout Handler layout by resolving duplicate button functionality.
Improved My Sales filters so active call types and salespeople display correctly.
Added a Back to Asset option when generating DocuFlow documents from an asset.
Added a Status dropdown filter to the Head Office Callout List.
Inactive supplier items can no longer be ordered once they have been removed or disabled for that supplier.
Administrators can now convert a sub-contact into a main contact.
Improved validation when adding Terms & Conditions to job cards to prevent empty entries from being saved.
Changes to Callout Estimates are now recorded in the audit history.
Fixed the Lead Location dropdown within the Asset Register to ensure available leads display correctly.
Ticket descriptions can now pull through to Additional Information when creating a new lead.
Updated the Callout action from View Job Card to View Quote where applicable.
Scheduled quotes now display the assigned technician’s name.
Corrected the Full Sales Report CSV to ensure report data is included when downloaded.
Improved the Site Group creation and editing process.
Simplified the Lead page by removing unnecessary Asset Register fields.
Removed an unnecessary credit note number prompt when reinstating an already invoiced Sage-linked job.
Fixed an incorrect screen when accessing Assets from Lead View.
Site names are now included in Job Card notifications for improved identification.
Corrected pesticide lists to prevent products that were never used from appearing.
Prevented blank line items from being added to recurring jobs.
Added Estimated Delivery Date to the Outstanding Purchase Order Report.
Changes to the Non-VAT Item setting are now recorded in audit history.
Fixed report navigation after downloading a CSV, allowing users to change report categories without automatically downloading the previous report again.
Added a loading indicator when changing branches on the Dashboard.
Added a item search field to the Client Rate section under Leads.
Corrected Ticket CSV generation where reports incorrectly returned No Results Found despite having data.
Added a date range filter to the Messages tab.
Fixed Callout functionality within Techie View.
Branch options within the Call Type filter now display in alphabetical order.
Corrected the Follow-Up Jobs Report to ensure the required data displays correctly.
Added additional password controls for applicable KFC users.
Introduced a separate Theme Switcher role to better control access between Techie View and Admin View.
Fixed an error when moving one or multiple jobs from a technician to Pending Assignment.