Purchase Order Numbers - Allows the user to set a purchase order number on a customer which will be displayed on new invoices created for that customer.
Advanced Customer Search - Allows the user to filter for customers and generate groups and audiences from their filter selections, select the funnel icon at the top right of screens to open this search.
Potential Duplicate Customer Check - Allows the user to search for potential duplicate customer and merge these records if required. Access this feature from the Customer screen pink button menu.
Custom Fields
Conditional Custom Fields - Conditional fields can now be set based on the parent field being a checklist or select field.
Job Management
Round Planner / Job Group Planner - An improved round planning view allowing users to organise their jobs into rounds, drag and drop the jobs to rearrange them in that round list quickly and/or move jobs between rounds in seconds. Enable this new feature in Settings > New and Beta Features menu.
Visual Planner 2.0 - Updated Visual Planner includes new map visualisation, map layers, improved selection mechanism, improved filtering and optimisation for use with 1000s of jobs on mobiles (device dependant).
Purchase Order Numbers - Setting a purchase order number on a job will add the purchase order number on invoice generated for that job, overriding the purchase order number set on the customer.
Advanced Job Search - Allows the user to filter for jobs using the available settings on jobs, select the funnel icon at the top right of screens to open this search.
Show Day Notes In Day Pilot setting - When enabled this will display any Day Notes added to that day above the job list in the Day Pilot screen and these can be expanded and minimised.
Messaging & Communication
Email Invoice Attachments setting - Allows a user to configure the default attachment to include with invoice emails to apply to new customer records.
Payments & Expenses
Expenses Attachments - Attachments can now be added to a new expense when it is being created.
Auto Record Squeegee Subscription Expense setting - When enabled this will automatically create a paid subscription when the account subscription renews and payment is made successfully.
Quotes & Invoicing
Set Quote Number setting - Allows the Quote number to be set and this will be used from the next quote that is generated.
Reporting
Long Running Reports - Long running reports will now show a notification advising the user they will be notified when the report completes. An in app alert will be generated and the report output will be added as an attachment once it is generated.
UI & Behaviour
Added a Hide Weather Icons toggle option to the Planner View Options menu - When enabled this will hide the weather icons in the Planner View Graph section.
User Roles & Permissions
Added Start and Finish locations on Users - This allows the default start and end location to be specified for the user which is used as the start and end location when opening the route planning for that user's work.
Updates and Improvements 💥
Custom Fields
Job Price has been added as a linked field.
Job Management
Added Round Location, Round Frequency and Suggested Dates settings to the round preview.
Added mileage values to the Multi-Planner.
Added Round filtering on the Multi-Planner.
Added the reason for failure text in bulk replan notifications where one or more jobs fails to be replanned.
Messaging & Communication
Improved the message shown when cancelling bulk payment reminder message in Owing screen.
Added a checkbox to insert a canned response to both the email and sms templates where the 'Notify using' option is selected as SMS and Email.
Added a set subject screen to the Email message templates.
Payments & Expenses
Added the Payment Type option in the Payment screen filter menu.
Quotes & Invoicing
Updated the colour of the 'Accept' button on quotes.
Updated the quote view to show the customers address as well as the job address (where a job is different from the customer address).
Reporting
Report names can now be searched and returned in results in the command palette.
Squeegee Balance
Improved the loading indicators on account and transaction lists.
Technical
Various improvements to the Partner API for Alerts; Address Verification; Quotes; and Default Notification Methods.
Updated language translations for Round Planner view.
UI & Behaviour
Improved the Command Palette search results for reports and customer lookups.
Improved the Command Palette customer search responsiveness.
Updated the banner messages for accounts with overdue subscriptions.
Bug Fixes 🔧
Customer Management
Fixed an issue where the operators in the customer search field where not filtering the lists correctly.
Job Management
Fixed an issue where deleting a Team did not remove them properly as the default assignee for a Job where this was set.
Fixed an issue where 'Go To Work Planner' in Forward Capacity view went to the device specific landing page.
Fixed an issue where the worker location icons on the Overview screen map were barely visible.
Fixed an issue where the default service price and quantity was not being added to a job correctly when a default service is set.
Fixed an issue where safe areas on iOS devices were preventing ability to scroll the jobs list in Multi-Planner when dragging and dropping jobs to a new position in the list.
Messaging & Communication
Fixed an issue where the delivery status tag was not always displaying the most recent status on Invoices in the Invoices screen list.
Payments & Expenses
Fixed an issue where enable/disable tax setting on Expense wasn't being set correctly.
Squeegee Balance
Fixed an issue where balance wasn't able to sync on mobile in some circumstances.
Fixed an issue where customer statements used GBP labels instead of Euro labels.
Fixed an issue where the customer address wasn't showing on Customer Statements.
UI & Behaviour
Fixed an issue where the command palette did not close when starting the "send push notification to another user" flow.
