Release Version_8.3.2 - 09/18/2024
Bug Fixes:
- Fixed the problem where the customer list from QuickBooks wasn't fetching for customer matching. The spinning wheel should no longer appear.
- Fixed an issue where contract installments did not appear on the contract invoicing screen for invoicing.
- Resolved a delay in adding new crew members.
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Addressed an issue that caused delays in loading the E-Proposal.
- Resolved an issue with update service price button that prevented service pricing from updating correctly after the addition of service resources.
Feature enhancements:
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Update Resources On Service Options:
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- Add New Resources :- This will add the new default resources with the existing resources that are already associated to the services on Jobs. Please note that this will impact the existing Jobs.
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Add & Replace Existing Resources :- This will remove existing resources that are associated to the service on Jobs and will add the new default resources. Please note that this will impact the existing Jobs.
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Only Update Default Resources On Crew Setting :-This allows you to save new default Resources for the crew. The existing Jobs remain unchanged.
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Tech Notes in Arborgold Crew
A new feature has been introduced that enables crew members to add tech notes while in the field, which can then be accessed in the office. This functionality is distinct from the existing proposal, job, and office notes sections, serving to enhance communication with customers by providing timely and relevant information. The Tech note will also be available as a column on Batch Invoice screen.
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Improved Square Footage Display on Crew App:
The square footage display has been enhanced to provide a more accurate representation of relevant measurements. Previously, the app displayed the total square footage of the job site, regardless of which specific service was scheduled to the crew. With this recent update, the Arborgold crew app now shows only the square footage associated with the scheduled service, allowing for clearer and more relevant information during job execution.
Improvements:
- The Calendar Sync feature has been upgraded to now support event synchronization with Outlook Calendar, allowing users to enjoy a seamless experience across all their scheduling platforms. Previously, this feature was limited to Google Calendar only.
- The Move/Update Service feature has been enhanced to address a specific issue: when recurring services are rescheduled from Monday to Friday, the entire sequence updates correctly. However, if recurring services are moved from Monday to the following Monday, the existing jobs scheduled for that day remain unchanged, which previously created the appearance of duplicate services on the same date.
- Resolved an issue that caused notifications to malfunction when an employee is added to a job with the Amount field left blank in Arborgold Crew app.
- Resolved a UI issue where the Batch Add and Reset buttons were not aligned on a single line within the Timesheet screen.
- Resolved an issue with the Reset button in the Filter, which now successfully clears the customer search criteria on the Task Listing screen.
- Resolved an issue where the Date filter was malfunctioning, which prevented the display of the validation message "From Date cannot be greater than To Date" on the Auto Bill screen.
- Resolved an issue with the "Last Synced" date filter on the SiteOne Price Book screen.
- Corrected the hover text for the Back to Job Automation and Back to Appointment Automation buttons to eliminate confusion; it previously displayed as "back to messages."