Please find details below of the items included in this latest release.

We are excited to announce a major update to the Service Geeni customer portal. The navigation menu has moved from the top to the left side, making all modules more visible and accessible. The home page has been redesigned for better functionality and aesthetics, with quick access to key actions and customizable options. New icons and updated module names enhance the user experience. You can also personalize your portal by adding your company logo. The new vertical layout allows users to see all available options at a glance without additional clicks. Modules are now more clearly defined and easier to access, reducing the time spent searching for specific features. Text font sizes have been optimized for better readability and reduced eye strain. Click here for more details.

We have introduced a new teams filter to enhance the reporting and KPI functionalities. Users can now select engineers by team on the reports filter screen. This update applies to all reports and KPI’s with the Engineer filter.

A warning message has been implemented to prompt users to save communication rules in the communication centre before attempting to send emails to customers, sites, or suppliers. This enhancement ensures that email functionalities are not hindered by unsaved settings. Additionally, a reminder to save the communication centre now appears prominently at the top of the unsaved communication centre interface to prevent any oversight.

The process for transferring contract ownership when equipment moves between branches has been refined. Previously, the system attempted to apply the equipment move change to Hire Contracts,. Moving forward, only service contract ownership will be transferred to the new branch, ensuring seamless operations and preventing invoicing interruptions.

New fields have been added to the Consignment Note data dictionary to enhance documentation and tracking. These include CylinderSerialNumber, CylinderRefrigerantType, DestinationAddress, DestinationNumber, and DestinationName.

We are pleased to announce a new improvement to streamline your experience: the addition of an 'Order Reference' column while raising a job from the customer portal. This enhancement allows for quicker identification and tracking of orders, providing a more organised and efficient way to manage transactions.

Added Customer_AccountsEmail, Customer_AccountsContact, and Customer_AccountsTelNo to the following documents:

Added InvoiceCustomer_AccountsEmail, InvoiceCustomer_AccountsContact, and InvoiceCustomer_AccountsTelNo to the Service Contract Invoice document within the PMInvoice dictionary and Hire Contract Invoice document within the Hire Contract Invoice dictionary.

We have enhanced the RCA Hire Contract panel to load much faster when editing or viewing hire contracts. This improvement ensures a quicker experience for users, making the system more efficient.

Resolved an issue where users were unable to select a branch when a job was split into a new one due to the Branch field being disabled. This improvement allows users to change the branch when dealing with split jobs, ensuring a smoother and more flexible workflow.

This fix ensures that the pagination function on the 'Open Purchase Nominal' page now operates seamlessly. Clicking the 'Next Page' button will reliably navigate users to subsequent pages.

Improved the functionality of displaying charge codes. Previously, selecting "Show Archived Charge Codes" did not correctly filter the results. Now, when the checkbox is unchecked, only active charge codes are displayed. When checked, archived charge codes are shown, ensuring accurate filtering.

We have addressed an issue where terminated or cancelled contracts were incorrectly appearing in the Renew/Review List if they were due for renewal. This fix ensure that the Renew/Review list will not show terminated or cancelled contracts

This update ensures that if the 'Charge Stock' option is disabled in a job quote, miscellaneous item charges will now correctly reflect as non-chargeable. Previously, these charges were included in quotes but adjusted upon converting to jobs, causing discrepancies.

Resolved an issue within the Job Details Parts tab where users could allocate quantities exceeding available stock from selected receipts. This fix ensures allocations are now perfectly aligned with actual inventory levels, enhancing accuracy and preventing discrepancies.

Resolved an issue where selecting all lines in a Purchase Order (PO) failed to correctly display the total at the bottom of the page.

We have addressed an issue involving the Purchase Order (PO) process where adding a line of type 'service', followed by editing and saving that line, resulted in the PO not closing on submission. This fix ensures that the PO is closed and good are received.

Contracts were sometimes not being set for renewal due to missing renewal dates, preventing them from appearing in the Review/Renew tab. This occurred when users changed the start date and contract term settings, which left the expiry date unset. We've addressed this by ensuring expiry dates are automatically set for fixed-term contracts, so they seamlessly enter the renewal process and appear where expected.