A new internal configuration option has been introduced to control email notifications for cross‑depot stock transfers.Previously, an email notification was automatically sent every time a stock transfer was completed. For customers who frequently move stock between depots, this could result in a high volume of emails.With this new setting, email notifications for completed cross‑depot stock transfers can be disabled, helping reduce unnecessary email traffic while retaining flexibility over stock movement processes.

Note: This is an internal configuration. If you would like this setting enabled or disabled for your account, please contact Customer Support (CS).

The Service Call screen has been enhanced to make it easier to find equipment and raise the right job. Updated filters provide clearer control over results, and the job creation process now guides users to first select the correct equipment before raising a job from the global action icon, creating a more intuitive equipment-focused workflow.

Geo Area filtering has been enhanced across reporting selection popups, making it easier to generate focused and meaningful reports.When selecting Branch, Customer Account, Customer Site, or Engineer, users can now apply a Geo Area filter directly within each popup. This allows selections to be quickly narrowed down to the relevant region, helping users work with the right records and produce more targeted insights.

The Refrigerant Type field in Fgas → System → Add System was not mandatory. This has now been updated to mandatory. Users must select a Refrigerant Type before saving a new system record(Equipment).

The Select Tasks popup has been enhanced to provide greater visibility when assigning work to engineers during the Raise New Job process.
For equipment‑related tasks, the popup now displays key equipment information including Serial Number, Site Location, and Location ID. This gives users clearer context at the point of selection, making it easier to identify the correct equipment and confidently review and assign tasks.

The Bulk Unissue action has been enhanced to automatically unschedule jobs.When jobs are bulk unissued, they will now be set back to Unissued status and any associated schedule entries will be removed automatically. This ensures jobs are fully reset and can be bulk issued again without additional manual steps, providing a smoother and more predictable workflow when managing scheduled work.

Quotation screens have been enhanced so it’s easier to see exactly what was sent to your customers at each stage.Revision history for Hire and Service Contract quotesA revision history icon is now available on Hire and Service Contract quotations. This lets you see all versions of the quote, including the current one, with a preview option for each revision.Improved revision history for Job quotationsJob quotations now always show the current revision in the revision history pop‑up, even when it is revision 0. When you create further revisions, all versions appear in the list with a preview option so you can quickly compare them.Revision history on Sales OrdersThe revision history icon is now shown on Sales Orders where revisions exist, so you can review the quotation versions that led to that order.These changes mean you can view any revision of a quote and still see full quotation details even after the quote has been marked as completed.

The equipment deal margin display has been standardised to ensure a consistent and reliable view of deal performance.The pie chart now uses the same margin values as those shown in the equipment deal popup, ensuring both views are aligned. This provides a single, consistent margin representation across the screen, making it easier to confidently review and assess equipment deal performance.

The purchase order process for equipment deals has been improved to provide clearer control and more consistent behaviour when creating or managing purchase orders from catalogue equipment lines.
​ Users can now raise a purchase order directly, save it as a draft for later completion, or cancel the action without creating a record. When a purchase order is raised, the equipment deal is automatically updated to reflect the new status and the relevant purchase order appears in Purchase Records. If a draft purchase order is saved, it can be edited later, converted into a raised purchase order, updated while remaining in draft, or cancelled if it is no longer required. These improvements ensure the equipment deal status, available actions, and purchase records remain fully aligned with the current state of the purchase order, providing a clearer and more reliable workflow when managing equipment purchases.

The Issue Job to Engineer screen has been optimised to improve loading performance, particularly for tenants with a large number of engineers. Previously, the screen could take several seconds to become fully interactive due to heavy processing performed in the browser after the data was loaded.Performance improvements have now been implemented to streamline how engineer data is processed and displayed. As a result, the screen loads significantly faster and provides a more responsive experience, even for larger tenants with many engineers. This ensures scheduling engineers to jobs feels quicker and more consistent across the system.

The engineer selection experience when raising a job has been improved to make task assignment clearer and easier to manage. The “All Tasks” option is now shown only for engineers that have been selected, helping reduce confusion and keeping the interface focused on relevant actions.Additionally, when an engineer from the “No Team” group is selected and the engineer selection window is reopened, the “No Team” section will now appear at the top of the list. This makes it quicker to review or adjust previously selected engineers without searching through the entire list. These improvements help streamline the scheduling process and make engineer selection more intuitive.

Previously, when creating a Sales Order Credit Note that exceeded the credit limit configured in User Group Access Rights, the system required approval but still returned the selected items to stock immediately after the credit note was raised. This caused stock levels to be updated even though the credit note had not yet been approved.This issue has now been resolved. Returned items will only be added back to stock after the credit note is approved, ensuring stock quantities remain accurate while the credit note is pending approval.

Previously, the Job Quote preview could display different or missing details compared to the printed Job Quote, which caused confusion when users reviewed the quote before printing. This has been corrected so the preview now includes the same missing information and matches the printed quote output, ensuring users see an accurate representation of the final document before printing.

When users selected and then deselected engineers in the Scheduler, archived or inactive engineers were still visible on the scheduler screen.This update ensures that archived or inactive engineers are not displayed in the Scheduler after selecting and deselecting engineers, maintaining accurate filtering and visibility of only active engineers.

We’ve improved the way approval-required credit notes are handled within Sales Orders. When a credit note exceeds the defined approval limit, it will now correctly follow the approval workflow. Approved credit notes will generate the correct credit invoice with matching lines and quantities, while rejected credit notes will be clearly marked as rejected and will not create any credit invoice. This ensures greater accuracy and control when processing credit notes that require approval.

Attempting to edit the bin during the receiving process did not allow updates as expected. You can now successfully open the bin selection pop-up and update the bin location without any issues, making the goods receiving process smoother and more flexible.

In Time Sheet Enquiry, the Start Date and End Date for jobs were always shown as the same, even when a job ran across multiple days. This has been corrected so each job now displays its true start date and end date, giving an accurate view of job durations in the enquiry screen.

Resolved an issue where filters in Time Sheet Enquiry (such as Engineer, Date Range, and Status) were not returning accurate results. Filters now correctly display records matching the selected criteria

When an expense was deleted in the mobile app, it was removed from mobile but could still appear in the web Expenses list. This has been fixed so that deleting an expense on mobile now also deletes it in the web application, keeping expenses in sync across both.

Previously, when equipment goods were received, the resulting journal update did not include the catalogue entry as stock transaction, which could leave the journal details incomplete for equipment-related receipts and invoices. This has been updated so that the catalogue entry is now written into the journal during goods receipt and is posted under the Equipment Transaction posting type, ensuring equipment journal postings are complete and consistently classified.

Working with Tool Records is now smoother and more consistent. When you close or delete a tool from the Tool Details screen, you are now taken back to the correct Tool Records list instead of seeing SKU/Stock records, and using “Show All” from this screen no longer shows any errors.

An issue prevented users from deleting Equipment Deal Quotation records using the Delete option from the global actions menu. Selecting the delete option did not remove the record, causing the quotation to remain in the list. This has now been resolved. Equipment Deal Quotation records can be deleted successfully using the Delete option, and the record will be removed from the quotations list as expected.

When booking parts from a Quote Request on the mobile app, extra stock parts could appear that were not actually available in the work environment, while the Work Done screen showed the correct list. This has been improved so Book Parts from a quote request now shows the same, correct list of valid stock parts as Work Done, making it easier to choose the right parts.

The previously FOC Truck report was missing, it has been restored in the Scheduled Reports module. The report is now visible and accessible to users.

In the BI Reports module, the Export button could become hidden on high-resolution displays, making it difficult for users to export reports unless they manually zoomed in on the page. This affected users working on larger screens where the button was not clearly visible at the default zoom level. This issue has now been resolved. The Export button is consistently visible and accessible across different screen resolutions, ensuring users can export reports without needing to adjust their browser zoom settings.

When a Parts Request linked to an Equipment Deal was cancelled or removed, some spare parts could be left in a “PR raised” state with no request behind them, meaning they could not be progressed. This has been fixed so that when a Parts Request is cancelled or deleted, the spare parts on the Equipment Deal are updated correctly and can be actioned again as normal.

When adding a default service schedule for a model, the edit icons for saved schedule lines could appear in the wrong position and overlap the main screen instead of scrolling correctly with the list. This visual issue made the screen difficult to use when reviewing or editing service schedule lines.This has now been resolved. The edit icons are correctly aligned with their respective schedule lines and scroll properly within the page, ensuring a cleaner and more consistent user interface when managing model service schedules.

Previously, exporting equipment records after selecting a customer from the search filter could result in the export failing or timing out because the selected filter was not being applied correctly. This issue has been resolved, and exports will now correctly respect the selected customer filter, ensuring more reliable and accurate equipment data downloads.

When raising a new job, a preferred engineer is automatically selected if an equipment task includes one. Previously, if that equipment task was later removed, the engineer remained selected even though the condition for the preferred engineer no longer applied. This has now been corrected. If an equipment task is deleted, the related preferred engineer will automatically be deselected. This ensures engineer assignments always reflect the current tasks in the job and prevents unintended engineer selections.

When a job was raised and the Invoice Customer was updated to a customer with a different currency, the currency symbol in the Financial Tab did not reflect the Invoice Customer's currency.This issue has been resolved so that the currency symbol now dynamically updates according to the selected Invoice Customer's currency in the Financial Tab.

We’ve fixed an issue where the supplier cost price was not being automatically applied when raising a purchase order directly from a stock record after logging in. In some cases, the configured supplier price was ignored, which could lead to incorrect pricing on the purchase order. The system now correctly pulls the supplier’s configured cost when creating a PO from the Stock module, ensuring accurate pricing and reducing the need for manual adjustments.

When users searched by Invoice Number in Purchase Invoice Reprint, any related credit notes were missing because the filter used the original purchase invoice number instead of the credit note’s own number. This has now been corrected so that filtering by an invoice number returns both the relevant purchase invoice and its associated credit notes, giving a complete and accurate list of documents.

Enhanced the Part Requests screen to ensure pagination updates smoothly without displaying any error messages. Users can now change pagination seamlessly, with data loading correctly for the selected page.

Service reminder emails were not being sent when reminder communications were configured only at the Site level and not on the Customer record. This meant reminders could be missed for specific sites even when their communication settings were correctly configured.
​ This has now been corrected. The system will first check for service reminder communications configured on the Site and send the reminder to those recipients when available. If no Site-level configuration exists, it will automatically fall back to the Customer-level communication settings. This ensures service reminders are delivered to the correct recipients and allows businesses to manage reminders more accurately for individual sites.

Sorting behaviour in the Equipment Deal Records screen has been improved to ensure consistent and accurate results. Previously, applying sorting in the Deals tab could cause quotation records to appear in the list, and sorting did not always return records in the correct order.

Previously, in the Stock Record → Suppliers section, the column was titled “Supplier Name”, but it displayed the Supplier ID instead of the actual supplier name after selecting a supplier for a supplier part number.This has now been fixed. The column now correctly displays the Supplier Name, and it remains correctly shown after saving and reopening the stock record.

We’ve fixed an issue where the “For/Identifier” filter in the Pick List was not returning results as expected. Previously, searching using this filter did not work correctly, making it difficult to quickly locate specific pick lists. The filter now functions as intended, allowing you to search and find pick lists more efficiently.

We’ve fixed an issue where adding a kit item to a sales order could trigger an unexpected error when the item description contained special characters such as quotation marks. In some cases, updating the selling price or quantity and clicking “Done” would cause the order to fail. This has now been resolved, and kit items with special characters in their descriptions can be added and updated in sales orders without any errors.

We’ve fixed an issue where the Target Date displayed in a different format from the rest of the system when creating or prioritising jobs. In some cases, users with English (USA) language settings would see the Call Date in the correct US format, while the Target Date still appeared in the UK format, which could cause confusion. The Target Date now follows the correct regional date format based on your system language settings, ensuring consistent and clearer date displays.

An issue was identified in the Select Engineer popup during the Raise New Job process where the Confirm button could appear partially hidden or incorrectly positioned when the Subcontractor Portal setting was disabled. This could make it difficult for users to clearly see or access the action button without scrolling.This has now been corrected. The Confirm button is consistently displayed in the correct position and remains clearly visible within the popup, ensuring a smoother and more reliable experience when selecting engineers for a job.

We’ve fixed an issue where jobs scheduled through the Scheduler Diary did not always update from Unissued to Scheduled as expected. In some cases, the job status and associated colour indicator did not change after scheduling, which could cause confusion when reviewing the schedule. The system now correctly updates the job status and visual indicator when a job is scheduled.

We’ve fixed an issue where the completion date could fail to save when marking a job as completed. In some cases, selecting the Complete Job option caused the completion date picker to stop working correctly, preventing the selected date from being saved. This has now been resolved, and users can successfully update and save the completion date when completing a job.

When the "Can Create Global Filters" permission was disabled, applying a saved filter caused the Save Filter option to disappear, preventing users from saving filters under My Filters.This has been fixed so that the Save Filter option remains visible, while "Save for All Users" is hidden and users can only save filters under My Filters.

Previously, when opening an engineer’s details from the Scheduler, the Skills and Geographical Area sections could display a visual UI glitch where the view-mode icon appeared and/or was not properly aligned, making the screen look inconsistent compared to opening the same engineer from Settings → Engineers. This has been corrected so the engineer details screen now renders cleanly from the Scheduler, with the view-mode icon behaving consistently and alignment matching the Settings view.

We’ve fixed an issue where some sales orders could appear as Invoiced even though no invoice had actually been created or linked to the order. This could lead to confusion when reviewing order and billing status. The system now correctly ensures that a sales order is only marked as Invoiced when a valid invoice record has been successfully generated and linked to the order, improving accuracy and visibility in the sales process.

In some cases, issuing a job from screens like Service Call, the scheduler, or from the job’s task screen could fail and show an error instead of issuing the job. This has been fixed so you can now issue and unissue jobs successfully from all of these areas, giving a consistent and reliable experience however you choose to manage your jobs.

Previously, when receiving equipment goods, the journal entry could show a blank posting type, making it unclear how the transaction was classified in the journal. This has been corrected by ensuring the posting type is now populated as Equipment Transaction during goods receiving, so journal records are complete and consistently labelled.

When issuing an unissued job directly from the job’s global actions menu, the task numbers shown in the task selection popup could display incorrectly as “Job Number - 0” for all tasks. This created confusion when reviewing or confirming which tasks were assigned to an engineer. This issue has now been resolved.

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