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

A New version of the Mobile App has been released, release notes for this can be found here: Mobile Release Notes

A new Comments tab has been introduced in the Equipment Deal section and Quotations, enabling users to add, view, and manage comments for improved team collaboration. Each comment displays the user’s profile and timestamp, and users can edit or delete their own comments within 15 minutes, with edits and deletions clearly marked for transparency. Comments added in Quotations are automatically carried over to Equipment Deal , ensuring continuity in communication. This feature fosters clearer, more collaborative communication across teams, supports audit trails, and helps maintain momentum in sales and service processes.

We have reintroduced the Revenue and Cost Analysis feature within Equipment Deal and Quotations, enabling users to view detailed breakdowns of revenue and costs directly in these areas. This enhancement gives you clearer insight into the financial aspects of your equipment deals and quotations, supporting more informed decision-making and improved business analysis.

The customer VAT registration number is now available in the dictionary for Hire Agreements

The SSR dataset has been enhanced to include the “IsOnStop” flag from customer accounts, which is now available for reporting.

New supplier approval fields have been added to the dataset, making it easier to include approval notes and related information in your reports.

Work done notes are now consolidated into a single entry in reports, rather than being split into separate lines. This change prevents duplication of job hours and other values, ensuring that your reports are accurate and easy to interpret

We have expanded the Part Request SSR dataset by adding new delivery address fields, including - DeliveryAddress1,DeliveryAddress2,DeliveryCity,DeliveryCounty,DeliveryCountryName, DeliveryCountryAlpha2Code, DeliveryCountryAlpha3Code, and DeliveryPostcode. This enhancement allows for more comprehensive and accurate reporting on part requests, making it easier to track where parts are being delivered and improving your ability to analyze logistics and delivery performance

The User Details page previously showed the logged-in user's image for every user listed, instead of displaying each individual's image. This has been fixed so the correct image now appears for each user.

Editing service sequences for contracts with multiple equipment could cause some sequences to appear undefined, even though they were still set correctly. This display issue has been fixed so all service sequences show as expected.

Selecting the job invoice email option sometimes resulted in an object reference error, preventing users from sending invoices by email. This error has been fixed so users can now email invoices without issues.

Users occasionally saw error messages when editing job stock lines on a credit note, disrupting their workflow. This intermittent error has now been resolved for smoother credit note processing.

While editing a purchase order, changing the "Order for" dropdown from Stock to Job could cause the part number and description to switch to a different item. This issue has been fixed so the correct part number and description remain when editing.

Updating a quote sometimes caused the quote number to change and broke the link between the job and its originating quote. This has been corrected so updating a quote no longer changes its number or unlinks it from the related job.

When selecting equipment for sale or trade-in, the search criteria dropdown would always revert to "Year of Manufacture" instead of the chosen filter, making it hard to find the right equipment. This has been fixed so the selected search filter remains in place.

When raising a purchase order from within a cross hire contract, the updated price was not saved and the option to set a recurring payment schedule was missing. This has now been fixed so costs and payment schedules are handled correctly for cross hire contracts.

When attempting to order stock in the Stock Transfer section, users sometimes saw incorrect engineer names or "no records found" when searching for a site, making it impossible to proceed. This issue has been fixed so stock transfers now display the correct site and allow orders as expected.

For some contracts, monthly invoices were no longer being generated from the first of each month as expected, causing confusion and missed billing cycles. This has now been corrected so invoicing dates remain consistent and accurate.

Running the sales report sometimes produced duplicate rows, making it difficult to interpret results. The report now displays each entry only once for clear and accurate reporting.

When adding parts to a quotation, users had to search for an SKU and press enter twice before results appeared. The parts list now displays promptly and SKU searches return results on the first attempt.

The data fields dropdown in the subject line of email templates did not work and relevant fields were not shown. This has now been fixed so users can select and insert the correct data fields as expected.

When raising a sales order, the delivery address was sometimes pulled from another account and the postcode was duplicated. The system now correctly uses the delivery address for the selected account, eliminating confusion and errors.

Some engineers’ van stock was incorrectly linked to other engineers within the same branch. This happened because the system was pulling stock data at the branch level instead of isolating it per engineer. As a result, engineers could see and attempt to book parts that weren’t actually on their own van.This issue has now been resolved. Van stock is correctly tied to the individual engineer, ensuring that both web and mobile apps display accurate, up-to-date quantities. Engineers and office staff can now rely on consistent stock information across platforms, improving job planning and reducing errors.

Note: Please inform all engineers to refresh their stock file the next time they log in. This will clear the cache of any incorrect stock numbers and ensure their data is current.

In the Service Geeni app, viewing job history from Equipment Enquiry resulted in a blank screen. This has now been fixed and job history displays correctly when selected.

The selling price column in sales orders was not properly aligned, making it difficult to review and enter information. This has now been corrected so all columns display as expected for a smoother order entry experience.

Previously, it was possible for the same equipment to be added to multiple contracts for overlapping periods, which led to invoicing errors and contracts getting stuck. We have now updated the system to prevent this, ensuring accurate invoicing and smooth contract management.

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