Please find details below of the items included in this latest release.
Enhancements (4):
Mobile Update
A New version of the Mobile App has been released, release notes for this can be found here: Mobile Release Notes
Clone an Equipment Deal Quotation from Revision History
A brand new feature has been added to make it much easier to create similar equipment deal quotations for different customers or scenarios. Users can now clone any previous version of a quotation directly from its revision history, saving time and reducing manual re-entry. What’s new?
User can now quickly create a new quotation based on any previous revision of an existing quote. This is especially useful if you need to send similar quotes to multiple customers or want to reuse a successful quote as a template. How to use the Clone Quotation feature:
Open the Quotes List or Deals List Page:
Navigate to your list of quotations or deals in the system.
Access Revision History:
Click the global “Revision History” icon next to the quote or deal you want to clone.
This will open a pop-up showing all previous revisions of the selected quotation or deal.
Find the Revision to Clone:
In the revision history pop-up, you’ll see a list of all revisions, each with its status (e.g., Quotation, Deal) and timestamp.
Only revisions with the status “Quotation” can be cloned.
Clone the Quotation:
For eligible revisions, you’ll see a “Clone Quote” button or icon.
Click “Clone Quote” to create a new quotation based on that revision.
The system will create a new quote with the same content as the selected revision (planned jobs, parts, and labour are copied; comments and invoice sections are not).
Edit and Send:
You’ll be redirected to the quotation editor for the new quote.
Make any necessary changes (e.g., update customer details, adjust pricing, add/remove items).
Save and send the new quotation as usual.
Permissions & Notes:
The “Clone Quote” option is only visible if you have both “Create Quote” and “Create Deal Quote” permissions.
You cannot clone a revision that has the status “Deal.”
Comments from the original quotation are not carried over to the cloned version.
The cloned quote does not inherit the original revision number.
Bin Location added to Sales Order Quote
The Bin Location field is now available in the Sales Order Quote and Delivery Note templates.
Enhanced Engineer Selection Flow
Assigning engineers to jobs is now faster, smarter, and more flexible! This release introduces a completely redesigned engineer selection panel, making it much easier for users to find, filter, and select the right engineers for any job, especially when dealing with large teams or complex requirements.
What’s New?
The engineer selection experience has been rebuilt from the ground up with productivity and usability in mind. Here’s what you can now do:
1. Advanced Filtering
Filter by Teams: Narrow down the engineer list to only those in specific teams.
Filter by Skillsets: Instantly find engineers with the right skills for the job.
Filter by Geographical Areas: Assign jobs based on location coverage.
Filter by Other Branches: Easily include engineers from different branches.
Type-ahead Search: Start typing an engineer’s name or number to quickly find them.
Subcontractor Toggle: Instantly switch between viewing subcontractors and all other engineers.
2. Multi-Select and Bulk Actions
Checkboxes for Each Engineer: Select one or many engineers with a click.
Persistent Selection: If you select an engineer and then apply a filter that hides them, your selection is remembered and included in the final assignment.
3. Seamless Integration Across Workflows
The new selection panel is available everywhere you assign engineers:
Issue Job from Raise Job
Issue Job from Job Control or Job Grid
Batch Issue
Job Scheduling
Edit Job
4. Smart Handling of Preferred Engineers
If a site or equipment has a preferred engineer, they are pre-selected by default.
If you manually update the selection, only your chosen engineers are assigned—preferred engineers are overridden if you deselect them.
5. User-Friendly Design
The panel is designed for speed: filter, select, and assign with minimal clicks.
The top-right filter defaults to engineer name, but you can switch to number as needed.
Note: A Select All option will be introduced on this screen, allowing users to select all engineers currently visible. This feature will be available in the next patch release.
Work Done Note field added to job dataset
A new “Work Done Note” field has been added to the SSR job dataset, allowing users to include and visualize job completion details in their reports.
Fixes (13):
Equipment creation: Preferred engineer not pulled from site
When creating a new equipment record and selecting a site, the Priority field was pulled through but the Preferred Engineer was not, leading to inconsistent defaults. The logic now ensures both Priority and Preferred Engineer are copied from the site to the equipment record.
Journal: Duplicate entries for jobs
Some jobs were showing twice in the journal due to issues in the consolidated invoice generation process. The logic has been updated to prevent duplicate journal entries for the same job.
Hire: Equipment filters show customer-owned items
The “Available for Hire” filter was incorrectly showing customer-owned equipment (which cannot be hired out) as available, due to an OR condition in the search logic. The filter now excludes all customer-owned equipment from hire-related selections, and a tooltip clarifies the behavior.
Stock take: Fails for certain vans due to serial number length
Stock takes for specific van locations (e.g., van 46) failed to create any items if the serial number length exceeded 20 characters, due to a database field limit. The field length has been increased to match other tables, so stock takes now work for all serial numbers and locations.
Duplicate transaction numbers generated
During job invoicing, duplicate transaction numbers were sometimes generated, which blocked further invoicing and caused accounting errors. The transaction number generation logic has been improved to ensure all numbers are unique and invoicing can proceed without interruption.
Stock take: New items not appearing after being added
When adding a new item to a stock take, the item did not appear in the list or update the pagination until a full refresh, causing confusion and extra steps. The pagination and list now update immediately after adding a new item, so users see changes in real time.
Hour meter reading drop not triggering alert
The notification for "Engineers Hour Meter Reading Lower than Previous Reading" was not firing when an engineer entered a lower value, leaving users unaware of potential compliance issues. The notification logic has been fixed so alerts are now sent whenever a lower reading is entered.
Customer portal: User-uploaded documents not downloadable
Customers were unable to download user-uploaded documents from the web portal, even though these files were accessible from the main web app. The download logic has been fixed so all uploaded documents are now accessible to customers via the portal.
Error when changing equipment address
When attempting to amend the address of equipment , users encountered an error that prevented the update. The system now properly handles null values, allowing equipment addresses to be changed without errors.
Job control: Unable to select sites outside customer account
Restored the ability to select any site based on branch in job control, not just those linked to the customer account, making site selection more flexible.
Invoicing: VAT Code and Value Mismatch Fixed
Invoices were sometimes showing a 0% VAT code but still calculating 20% VAT when the contract and invoice customers had different VAT rates. This bug has now been fixed, VAT codes and values will always match the invoice customer’s settings.
Error when raising all jobs with ‘Select All’
In the Equipment Service Schedule (ESS) module, users encountered an error ("Incorrect syntax near 'ISNULL'") when using the ‘Select All’ button to raise jobs. This has been fixed so jobs can now be raised in bulk without errors, regardless of the grouping setting.
Rows misaligned on GRN screen
Fixed a UI issue where the "Closed & Send" checkbox and related rows were misaligned on the Goods Receiving Note (GRN) screen, ensuring all elements now line up correctly for better usability.