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

Mobile Update

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

The engineer selection screen for multi‑task jobs has been redesigned to give schedulers clearer control over which engineers are assigned, and to which tasks. The new layout and options make it easier to see team structures, choose specific task allocations, and understand each engineer’s current status before assigning work. Engineers grouped by team for clearer visibility Engineers are now displayed in team-based groups, making it easier to see which engineers belong to which team when assigning work. A separate “No Team” section is shown for any engineers who are not currently assigned to a team, so you still have full visibility and can allocate work appropriately.

New “Tasks” column to control task‑level allocations A new Tasks column is available for each engineer. From this column, you can open a pop‑up that lists all of the tasks on the job and choose exactly which tasks that engineer should work on. This replaces the old behaviour where engineers were effectively assigned to all tasks by default, giving you much finer control over who does what on a multi‑task job.

Engineer online status and recent activity surfaced on the screen Each engineer row now shows clear indicators of online status and/or most recent activity. This makes it easier to understand which engineers are currently active and available when you are deciding who to allocate to a job, directly from the engineer selection screen.

Online‑only filter to focus on available engineers An online‑only filter has been added so you can quickly narrow the list down to engineers who are currently online. This helps schedulers prioritise allocations to engineers who are actively connected and ready to receive new work. Improved layout to support multi‑task planning The overall layout of the engineer selection screen has been refined to support planning across multiple tasks. Key information such as engineer name, team, status and task assignments is now presented more clearly, making it easier to review allocations at a glance and adjust them before confirming.

​

The Accounts Bridge integration has been updated to support Sage 50 Version 33, so finance teams using the latest Sage release can continue to post sales and purchase transactions without needing to downgrade.

It was possible to raise a purchase order for cross-hire equipment outside of the related contract, which meant these POs did not appear under the Hire Purchase Order details on the contract and made it look like information was missing. This has now been changed so the “Cross-Hire Equipment” option is no longer available when raising a PO outside the contract, ensuring cross-hire POs are created directly from the contract and always show correctly in the contract’s Hire Purchase Order details.

The Equipment Deal screen has been enhanced so you can now manage the full purchasing and receiving flow without leaving the deal. Raise PO directly from the deal A new Raise PO option is available from the global action icon on equipment within an Equipment Deal. This launches the standard PO creation process with the equipment and deal number pre‑filled and returns you to the Equipment Deal screen once the PO is saved.

Goods Receiving from the deal context After a PO has been raised for equipment on the deal, a Goods Receiving option becomes available from the same global action icon. This opens the Goods Receiving screen with the PO and equipment already populated and returns you to the deal once the GRN is completed. Clearer deal status tracking A new Status column has been added to Equipment Deals, showing where each item is in the process (for example, PO raised, received, or delivered). This gives you clear visibility of progress without needing to jump between multiple screens.
Statuses are pre-defined and will automatically update as the equipment moves through its journey.

Job Sheets now include details from the most recent service completed on the same equipment, giving customers clearer visibility of service history at the point a job is completed. The Job Sheet data dictionary now displays:

Alongside the current job’s completion date and clock hours, this allows customers to easily see how much the equipment clock has moved since the previous service.

Hire quotes can now include the customer’s primary contact details directly on the quote document. When a primary/default contact is set for the customer, their name, position, email, telephone, mobile and fax are now exposed via the hire quote data dictionary fields (Contact_Name, Contact_Position, Contact_Email, Contact_TelephoneNo, Contact_MobileNo, Contact_Fax) so they can be added to hire quotation documents.

We’ve improved how invoice and credit document details are sent to Business Central. Line descriptions are now mapped more accurately for purchase invoices, sales invoices and purchase credits, sales credits, and due dates are now populated for credit documents. This ensures clearer financial records and more consistent posting information in Business Central.

Typing a charge code directly into a job task did not save correctly, even though manually entered charge codes on the main job did. This has been fixed so charge codes entered on individual tasks are now stored and updated as expected when the job is saved.

Enhanced the pagination functionality within the Tool Enquiry module. Previously, an error message was displayed while navigating between pages. This issue has now been resolved, ensuring smooth and error-free pagination. This update improves overall system stability and user experience within the Tool Enquiry section.

Certain forms appeared blank in the mobile app after being edited and saved on the web. This has now been resolved, and updated forms will properly reflect in the mobile app after web modifications. This improvement ensures consistent data visibility across web and mobile platforms.

Changing a job’s contract in the web application did not always refresh the contract details on the mobile app, which could leave mobile users seeing outdated contract information. The contract sync has been corrected, so updates made on the web now flow through reliably to the mobile app, ensuring engineers see the correct contract details for each job.

When adding Induction-type skills such as site inductions to an engineer profile and selecting multiple sites, the chosen sites did not appear when the skill was reopened, making it look as though the selections had not been saved. The skill site-mapping has been fixed, so selected sites for Induction skills are now stored and displayed correctly, including when multiple sites are chosen.

Opening equipment records with options such as “Include other branch equipment” and “Show deactivated equipment” could cause the page to become unresponsive while loading a large number of columns and rows. The equipment records grid has been optimised so hidden columns are handled more efficiently, and the page stays responsive even when large data sets are displayed.

When an office user edited a work done note, the engineer’s name on the job sheet was replaced with the office user’s name, leaving customers unable to see which engineer carried out the work. This has now been corrected so that the job sheet always displays the original engineer who created the work done note, even if office staff later amend the note, ensuring accurate and consistent engineer information for customers.

The mobile app could use out-of-date Open Purchase Orders data, which meant jobs were sometimes blocked from completion even after purchase orders were closed in the web app, or allowed to complete when new purchase orders had been raised. The sync process has been updated so changes to purchase orders are now reflected correctly on mobile, ensuring the Open PO check for job completion uses up‑to‑date information.

Previously, when editing a purchase order, most changes only took effect after pressed Save/Confirm PO, but deleting a line was applied immediately, so even if you pressed Cancel the line stayed deleted and user could not easily recover from an accidental removal. This update makes PO line deletions consistent with other edits so that removing a line is only applied when user save or confirm the PO, and cancelling the edit will now keep all original lines intact, reducing the risk of accidental data loss and keeping the workflow predictable.

Exporting equipment enquiry data to Excel resulted in a corrupted file, which prevented users from opening or using the exported report. This export process has been improved to generate a proper Excel file, ensuring data can be downloaded and opened successfully. The export also supports including related child and sub-grid records along with parent data, making it easier to review complete equipment information in a single file.

The Standard Type link was missing for some equipment lines on service contracts even though the equipment model had standard service types configured. The logic has been corrected so all equipment lines that have standard service types defined while adding service sequence now consistently show the Standard Type link when the contract is processed.

Running a stock take with the “do not update stock levels” option selected could still update stock figures when the stock take was not marked as final, leading to unexpected changes in stock levels. The stock take process has been corrected so non‑final stock takes with this option selected no longer update stock levels, helping to protect live stock figures until a final stock take is confirmed.

Completing a job from certain screens could bypass validation for open purchase orders and part requests, which could later prevent the job from being submitted. This behaviour has been updated so open purchase orders are always checked before a job can be completed, regardless of where the action is taken. This ensures part requests and related purchasing steps are completed correctly, helping prevent submission issues and data inconsistencies.

When completing tasks in the mobile app, the First Time Fix status was not always shown correctly on the web, leading to inconsistent information between the two views. The behaviour has been updated so that First Time Fix is now recorded and displayed consistently across both mobile and web for all completed jobs, ensuring accurate reporting and follow-up.

Completing an equipment transfer did not always update the equipment’s site, especially when transfers involved depots or engineers, leaving assets shown against the wrong location. The transfer logic has been updated so when an equipment transfer is completed—whether between sites or to/from a depot—the equipment’s site and related customer details are correctly updated or cleared, and the new location is reflected consistently across web and mobile.

Exporting data to Excel could fail when the Sequence Name filter was applied in ESS, preventing users from downloading the report. This issue has been resolved, and exports will now complete successfully when filtering by Sequence Name, ensuring you can reliably extract and share your data without errors.

Job invoices could display an incorrect currency when the job customer and invoice customer used different currencies, which could cause confusion in invoice documents and job screens. This has been updated so the invoice customer’s currency is consistently used across job details and invoice documents, ensuring accurate and consistent currency information.

Some users set to view “All Branches” could encounter an error when opening an Equipment Record if no specific branch was selected, causing the page to fail to load and fields not to appear. This change ensures the system safely handles records without a branch value so the Equipment Record page now opens normally in All Branches mode, shows all expected information, and continues to behave exactly as before for branch-specific users.

Saving user group settings could display an error and fail to store changes, especially when spending limits were updated in a US language/region setup. The save process has been corrected so user group access rights and spending limits now update reliably without errors, regardless of language or locale settings.

Previously, using the auto-generate option for Site IDs multiple times without saving could cause Site IDs prefix to be skipped or assigned out of sequence. This issue has been fixed so Site IDs prefix is now generated more consistently, helping ensure sequential and reliable Site ID assignment when creating or updating sites.

Previously, when users applied two or more filters on the Job Control screen, opened a job, and then returned to the list, the blue remove (×) icon for one of the filters could disappear, preventing them from clearing the filter and forcing extra navigation to reset the view; this has now been fixed so that all filter remove icons remain visible and usable after viewing a job, allowing users to easily clear or adjust filters and see the correct list of jobs without interruption.

Job quote totals could drift out of line with task charges after changing part quantities. The calculation logic has been corrected so overall totals now accurately match the task-level charges and quantities.

An issue was causing the screen to hang on a permanent loading spinner when converting certain quotes to jobs, particularly where a kit was involved. The conversion process has been corrected so quotes that include kits now raise jobs successfully, with the job creation completing as expected

An issue was identified where attempting to delete an equipment status the defaults screen appeared to do nothing, with no explanation shown. The delete behaviour and message handling have been corrected so statuses that are still in use are clearly prevented from being deleted with an appropriate message, and statuses that are not in use can be removed as expected.

When using the Subcontractor filter in the Select Engineer popup, not all active subcontractors were being displayed, which could prevent schedulers from assigning the correct resource to a job. This has now been corrected.
​ With the Subcontractor toggle enabled, the list will display all active subcontractor engineers, ensuring full visibility and allowing users to confidently select the right subcontractor for the job without missing options.

The Team filter in the Select Engineer popup was not correctly updating the team list when one or more teams were selected. As a result, the displayed team did not reflect the chosen team filters, making it difficult to narrow down the list.
​This issue has now been resolved. When selecting one or more teams from the Team filter dropdown, the team list will dynamically update to display only team belonging to the selected team(s). This ensures accurate filtering and makes it easier to quickly find and assign the right engineers.

​

​