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

Product Ref, Barcode, and Notes fields were missing from the SKU dataset in Sales Quote Template. This has now been updated, and the fields are displayed correctly.

We’ve improved when the zero sell price warning is displayed while adding stock parts to a sales order. Previously, the warning could appear too early during the process, which could interrupt normal workflow. The warning is now shown at the appropriate stage when saving the sales order, providing a smoother experience while still ensuring users are alerted before finalising.

Previously, saving a site move completed immediately without any confirmation, and users could only see the effect on the site and its history after the move had been processed. This has been updated so that when a site move is saved, a confirmation popup is shown first, clearly explaining that the move will create a new site at the destination and that the current site and its history will no longer be available. Users must then either confirm or cancel before the site move goes ahead.

A new Included Job Allowance field is now available on Service Contracts, allowing users to record how many jobs are covered as part of the agreement. This gives billing and contract users clearer visibility of the agreed allowance and helps support monitoring and reporting when usage is approaching or exceeding that limit.The field accepts whole-number values, including zero, and is available wherever the service contract is viewed across the system. It is designed for visibility and reporting only, so exceeding the allowance will not prevent users from creating jobs against equipment linked to the contract. The value is also available for reporting and analytics, helping teams track contract usage more effectively.

We’ve improved the quotation search functionality to allow users to view and filter hibernated quotations. Previously, hibernated quotes were not returned in search results, making them difficult to locate. A new “Show Hibernated Quotes” option is now available, enabling users to include these records in the quotation list when needed. This enhancement makes it easier to manage and access all quotation data.

When receiving stock items that require serial numbers, the system previously allowed users to proceed without entering a serial number, which could lead to incomplete or inaccurate stock records.This has now been corrected. If a serial-numbered item is received without entering a serial number, the field will be clearly highlighted, prompting the user to complete the required information before proceeding. This ensures better data accuracy and consistency in stock management.

The RCA chart in Equipment Deals has been improved to give a more complete view of profitability when warranties are added to equipment. Previously, warranty costs were reflected in the chart, but the warranty selling price was not included, which meant equipment-level margins could appear lower or incomplete.This has now been corrected. Warranty selling prices are now included in the RCA chart alongside warranty costs, allowing warranty margin and overall deal profitability to be shown more accurately. This brings warranties into line with how other deal components are represented and provides a clearer picture of equipment deal performance.

The customer, site and supplier communication centre screens now include an explicit tick box against each document rule so users can clearly see which rules are currently enabled at that level and turn them on or off without guesswork. When a rule is unticked, the row is greyed out and its settings can’t be edited, and that rule is skipped when deciding which document to send, with the system instead using the usual fallback rules where they exist. The system default communication centre is unchanged and does not show this checkbox, so existing behaviour and fallback logic remain intact while local rules are now much easier to understand and control.

When users raised a new service contract and used the contract preview, the preview showed only the basic contract information and did not include the linked equipment details, making it hard to check that the right assets were being covered before saving. This has been changed so that the preview now includes the equipment information linked to the contract, allowing users to confirm both the contract setup and the equipment covered in one place before they proceed.

When a job had multiple tasks with only some of them assigned to engineers, users could not use the global Unissue action to remove all engineers from the job; the system effectively forced every task to be fully assigned before it would allow unassigning. This made tidying up or cancelling engineer allocations slow and frustrating. We’ve changed the behaviour so that the Unissue option now appears and works whenever any task on the job is assigned, letting users quickly remove all engineers even if some tasks were never assigned in the first place.

The display of payment terms on customer records has been enhanced to make it easier to identify and review the selected option. Previously, the full description could be cut off, and it was not always clear which payment term was currently selected when viewing or editing.This has now been improved. The selected payment term is clearly highlighted in the list, appears prominently for easy identification, and the full description is available via a tooltip when hovering over the field. These changes provide better clarity and make managing payment terms more intuitive.

Internal non-customer address screens for suppliers, depots, engineers now follow US address conventions when the country is set to USA. Previously, these screens used non-US field labels and did not consistently support US-specific state selection and ZIP Code validation. They now display State and ZIP Code, use a valid US state list for USA addresses, and apply ZIP validation only for USA, while behavior for non-USA addresses remains unchanged.

The contact section has been updated to provide a cleaner and more consistent user experience. The Description toggle has been removed, and fields such as Target Date are now hidden when not applicable, preventing unnecessary information from appearing on screen.Validation has also been improved for users working across all branches. If no branch is selected when the main action is triggered, the system will now display a clear message and expand the contact section to highlight the issue. In addition, spacing and alignment have been refined so that when fields are hidden or configuration changes apply, the layout remains tidy and easy to use.

Notifications will now be visible on the web when Notification Management V2 is enabled and the “Job Raised on PDA” toggle is turned on.
With the required notification configuration enabled, users will now receive web notifications when engineers raise jobs from mobile (PDA). This includes Emergency, Repair, Service, and Site jobs, as well as jobs created from Defect Forms. This enhancement improves real-time visibility and tracking of jobs raised in the field.

Previously, if user posted a purchase invoice for a service PO and selected only one line to invoice, the system marked the whole PO as invoiced, so the remaining service line never appeared again in Purchase Invoice Posting even though it was still outstanding.This has been corrected so that the PO’s invoice status is now driven by individual line posting, not receipts, and a PO will only drop out of the invoice posting screen once all service lines have been fully invoiced.

When editing or de-installing a booked stock item, descriptions containing tab characters could cause the popup to fail to load correctly and trigger a parsing error. This has now been corrected so descriptions and related item details open properly in the popup, including in related stock issue edit flows, ensuring special text formatting is handled reliably.

An issue has been fixed where editing a draft job quote could result in an error after the quote had been rejected. In some cases, rejecting a quote caused its details to be archived, preventing users from reopening and editing it or creating a new revision. This has now been resolved, allowing users to edit rejected quotes and create revisions without any issues.

Enhanced contract lifecycle management ensures that when equipment is off-hired from a hire contract and the associated collection job is completed (via web or mobile), the contract status is automatically updated to Inactive on the web. This provides accurate visibility, better synchronization, and eliminates the need for manual status updates.

On Job Control, some jobs showed the open purchase order icon even when the linked PO had no items on it, which made it look like there was relevant purchasing activity when there wasn’t.
The logic has been updated so the open‑PO icon only appears when the job is linked to a purchase order that actually has order lines/items, keeping the job icons and tooltips consistent with what’s really on the PO.

When a custom form with a date field was updated on the web, the same form on the mobile app could still show the previous day’s date, so engineers saw a different date on mobile than office users saw on web. This happened because date‑only custom fields from the web were being stored in a way that could shift the day when the mobile app read them back. The handling of date custom fields has been corrected so that a date set or edited on the web now shows as the same calendar date on the mobile app, for both new and existing custom forms.

RCA reports were not displaying contract revenue correctly in the base currency for PM contracts because the contract revenue was stored in the customer’s currency without a saved exchange rate for conversion. This has now been corrected by storing and refreshing the contract exchange rate so revenue is converted accurately into the base currency in RCA reports, ensuring more reliable reporting for non-invoiced schedules and when invoices are generated.

An issue has been resolved where Goods Receipt Note (GRN) notification emails were generated without a subject line, causing email send failures and alerts. The GRN email generation logic now sets an appropriate subject, so these notifications are processed and delivered successfully.

When raising a purchase order from an Equipment Deal, the cost on the PO line was being taken from the catalogue item instead of the cost set on the deal line, so any adjusted deal cost was lost and the PO didn't match the agreed figures. This has been fixed so the PO line now takes its cost (and related price details) from the Equipment Deal line, only falling back to the catalogue values if nothing has been set on the deal, ensuring the PO reflects the deal’s cost as expected.

Previously, an incorrect message "Unable to Submit Job" was displayed when completing a job with an open purchase order. This has now been corrected to "Unable to Complete the Job".

Some customer and supplier accounts were being given payment terms with “0 days due” by the Accounts API integrations (Merge, Iplicit, and QuickBooks), which meant invoice due dates could be calculated as immediately due when they should have had a number of days to pay. This happened because new payment terms created through these integrations were not being given a proper number of days, so they defaulted to 0 instead of matching the term (for example, “Net 30” should be 30 days). The integrations have been updated so that new payment terms now take the correct number of days from the term coming from the accounts system, while still allowing “immediate due” terms like “Due on receipt” to stay at 0 days where that is intended.

When editing an existing expense on the PDA app, attachments could fail to upload and then weren’t visible on either PDA or the web. This was caused by the edit process not saving and linking the attachment correctly. This has been fixed so attachments added during expense edits now upload and display as expected.

When equipment was created from a goods receipt on an Equipment Deal purchase order, the resulting equipment record could lose its Customer and Site, leaving those fields blank. This happened because the system only looked at the purchase order header for the Site, and in this workflow the Site is often removed on the PO so the equipment can be delivered to the branch first, meaning nothing was passed through when the equipment was created. We’ve changed this so that when equipment is created from an Equipment Deal PO, it now keeps the correct Customer and Site from the original Equipment Deal line even if the Site has been removed from the PO, so the equipment record remains fully linked to the right customer and site.

When editing a task from the scheduler diary, the popup could incorrectly ask for a VAT code because it was not picking up the correct VAT Code value. This has now been corrected by aligning the popup with the standard VAT field behavior, ensuring the existing VAT code is recognised properly and the task can be edited without unnecessary validation errors.

Issues were acceptance and rejection actions from Equipment Service Reminder emails were not being processed by the system. This issue is now resolved, and responses are handled correctly.

For US English and when the country is set to USA, we’ve updated wording on address and finance-related screens to better match US conventions: “Post code” now shows as “ZIP Code”, the County field now shows as “State”, and “VAT Code” now shows as “Tax Code”, improving clarity and consistency for US users.

The Scheduler screen could display layout issues when the **Show All** filter was applied, causing extra white space, hiding action buttons, and preventing the search criteria list from displaying correctly. This made it harder for users to review visits and access key controls on the page. This has now been resolved.

When a stock item was ordered for stock and then reserved for a job via a Part Request before the goods were received, the system still allowed users to change the purchase order from “Stock” to “Job.” This meant the same quantity could be allocated twice: once through the Part Request and again through the purchase order item linked directly to the job, and both could be completed as if they were separate supplies. This happened because there was no safeguard to stop the order type being changed after a reservation had already been created. We fixed this by blocking changes from “Stock” to “Job” once a reservation exists and by preventing the same quantity from being completed twice, so users can no longer accidentally double-allocate stock for a single job.

Editing a service schedule for one equipment line caused other lines to display "undefined". This issue is now resolved, and all equipment lines retain correct values after updates.

Previously, Equipment details were not displaying correctly in the header section when navigating between tabs in Job Control. This issue is now fixed, and details are displayed correctly.

Updated the system to remove the visibility of the "Clone Quote" option for Draft Job Quote revisions in Revision History, ensuring alignment with expected behavior since draft job quotes are already editable and do not require cloning.

Job Enquiry was no longer appearing in Favourites and could not be added back after managing favourites, preventing users from quickly accessing the page from the left menu. This has now been fixed so Job Enquiry remains available in Favourites after saving and refreshing, and users can open it successfully from the favourites menu.

Several improvements have been made to ensure engineers are assigned correctly and jobs are issued as expected during job creation.
​The system now correctly prioritises the equipment’s preferred engineer when available, ensuring the most relevant engineer is assigned. Equipment details are also properly populated, and jobs are issued as expected when a valid engineer is selected.In addition, scenarios involving multiple engineers have been improved. When selecting additional engineers alongside a preferred engineer, all selected engineers are now correctly assigned to the job. Jobs raised with manually selected engineers will also be issued correctly, ensuring consistent behaviour across different job creation scenarios.
​These updates provide more accurate engineer assignment, correct job status handling, and a more reliable scheduling experience.

The Payment Terms popup has been improved to make the selected value easier to identify. Previously, if a payment term was chosen from a later page in the list, it was not visible when the popup was reopened unless the user navigated back to that same page.
This has now been resolved. The currently selected payment term will appear at the top of the list and remain clearly highlighted when the popup is reopened, regardless of which page it was originally selected from. This makes reviewing and updating payment terms quicker and more intuitive.

The PM Contract report was returning the same contracts many times over, creating reports thousands of pages long and making them slow. This was happening because background settings for automatic communications had built up a very large number of “default” rules, and when the report ran it effectively combined each contract with all of these rules, multiplying each line out into duplicates. We fixed this by tightening up how the report reads those rules so that it no longer multiplies the rows in this way. Report now shows each contract only once and runs at a usable size and speed.

Some journals created through the Iplicit integration showed the correct total at first, but when someone opened the journal and made an edit, the total could unexpectedly drop. This happened because the journal was being treated as if it should be split across a related movement quantity, even though a journal should remain a single total amount. We fixed this by ensuring journals are not sent with that quantity, so the total value now stays the same before and after editing.

Fixed a UI issue in the Service Call page where the Agreed Visit Date & Time popup in the Task Details section was overlapping and not displaying correctly. The popup is now properly aligned and fully visible, allowing users to easily view and select the date and time without any obstruction, improving overall usability and interaction.

Updated the Equipment selection popup in the Service Call page to enforce single selection as per requirement. The “Select All” radio button option has been removed to prevent multiple equipment selection. Users can now select only one equipment at a time, ensuring correct data entry and improved UI consistency.

Resolved an issue in Route Optimization where users navigating back from Today Plan → View Details were incorrectly redirected to the Tomorrow Plan page. The navigation flow has been corrected to retain the selected date context, ensuring users are returned to the Today Plan page as expected. This improves navigation accuracy and overall user experience.

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