Resolved an issue that led to errors for crew users when trying to access jobs for clocking in within the crew app.
Resolved an issue where the Batch Add feature failed to update the hours for existing tracks when adding new ones.
Resolved an issue that affected customers attempting to reset their passwords in the customer portal.
Improvements:
Enhanced the process of adding Materials as resources in the Arborgold crew app for a more efficient user experience.
Enhanced the process of adding Equipments as resources in the Arborgold crew app for a more efficient user experience.
Resolved an issue where the Restore button incorrectly displayed in orange, indicating unsaved changes or pending actions, even when no record was selected in the Deactivated Equipment List.
Corrected the label for the Delete service action on the job information screen, which previously displayed as "Deactivate" instead of "Delete."
Resolved a user interface issue with the Merge Field list in the Email Template, improving overall usability and clarity.
Addressed a user interface issue that caused the Sync button to be obscured by the sub-settings option on the Calendar Sync settings screen, ensuring better accessibility for users.
Resolved an issue with the Date filter for the Created On column in the Timesheet QB Export.
Added a tooltip next to the service dropdown on the Add Time Track screen to clarify its purpose and usage.
Feature Enhancements:
Send Invoices to this Email: Improved the "Send Batch Invoices to this Email" feature to ensure that invoices are sent to the specified email address entered in that field, rather than the Primary email, for both batch and individual communications. The feature has been renamed from "Send Batch Invoices to this Email" to "Send Invoices to this Email" for improved clarity.
Include new message in appointment automation by default message setting: Introduced a new company setting for Messages and Appointments that allows control over the "Include In Appointment Automation Campaign" toggle on the Message/Appointment Detail screen. This setting, labeled "Include new message in appointment automation by default," enables companies to specify whether newly created appointments should automatically be included in the appointment automation process.
Pre-Invoice Service(s) : Introducing Pre-Invoice Service, a feature that empowers businesses to generate invoices before work commences. This feature is especially beneficial for projects and contracts requiring upfront payment.
Steps to Pre-Invoice Service(s):
Locate the Job and Select Services: Select the desired services for pre-invoicing from the service list displayed on the Job Information screen.
Pre-Invoice Services: Navigate to the service action menu and select the Pre-Invoice Service(s) option.
Review and Create: Review the automatically calculated total invoice amount, combining the prices of all selected services. You can update the contract name and click the "Create Invoice" button to proceed.
Automatic generation of Installments: The system will automatically generate contract installments for the selected services, which can be accessed in the contract details tab under the payment terms tab.
Automatic Invoice Generation: The system will automatically generate invoices for those created installments which can be communicated to your customers right from the Invoice detail page.
Bill Service(s) as Contract: The Bill Service(s) as Contract feature allows you to automatically generate a contract for specific services from a job. This simplifies the contract creation process and ensures that all relevant details are accurately included.
Steps to Bill Service(s) as Contract:
Locate the Job and Select Services: Choose the specific services for which you wish to create a contract from the job information screen.
Access Bill Service(s) as Contract: Click the "Bill Service(s) as Contract" option within service action menu.
Review and Customize: Review the automatically calculated job subtotal. You have the option to choose the Crew, customize the Installments Schedule, specify the Installments Count, and set the First Installment Date. Feel free to make any necessary adjustments to tailor it to your specific needs.
Create Installments: Once you have reviewed the contract details, click the "Create Installments" button. This action will generate installments for the selected services, with each installment reflecting the chosen services as specified.
Create Invoice for Installments from Contract Detail screen: Users can now select specific installments directly from the contract detail screen and create invoices from that location. This enhancement streamlines the invoicing process, allowing for greater flexibility and reducing reliance on the batch invoice screen for invoicing installments.
