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Latest Update 26.10.21

Archiving

Archive Resources

Archive Resources

Another fantastic idea from the portal.

Whilst you might need to retain some information about resources no longer employed or in use, you don’t necessarily want them cluttering things up on your Schedule.  You can now click to archive them so that they are only visible in Administration, made even simpler by a new look Resource Licence column.

Booking Site

Booking Site Refresh

Booking Site Refresh

Most of our releases rightly concentrate on bringing you amazing new features and enhanced functionality but we always like to surprise you! We know that the Booking Site is your shop window so we’ve made it look extra-pretty.

For more information, please read the Booking Site article.

Jobcard Keywords

Jobcard Keywords

We’re always looking for additional ways to enhance our fantastic JobCards so we’ve added some additional Keywords

My account > Administration > [Quick links] Templates > Select Template  > [button] Keywords

Financial Documents

Flag Financial Documents

Flag Financial Documents

Another fantastic idea from the portal.

We are very proud of how easy our at-a-glance flag indicators make data assessment, which is why we are extending their coverage to include financial documents.

My account > Administration > [side menu] Financial > Financial documents & Sales Opps > select document type 

Once the flags are set up, you can add a flag column to the list view by clicking on Column and ticking Flag from the list.

If you have Administrative permission for Financial document types, you can delete as well as add flags.  Flags can also be selected as an export blueprint column.

More Options When Creating a Job from a Quote or Invoice

More Options When Creating a Job from a Quote or Invoice”

Another fantastic idea from the portal.

We know how popular our Financial document suite is, so we’re always looking for ways to make it even more useful.  We thought that adding these additional options to new jobs created from quotations/invoices would help for a start:

  1. The option to copy internal and/or external notes into the new Job Details.
  2. Select the document’s Contact address: Delivery site or Contact address.
  3. Copy the financial document’s attachments to the new job.

Alerts

Job Planning: Alert When Job Has Been Reassigned To New Resource

Job Planning: Alert When Job Has Been Reassigned To New Resource

When jobs are reassigned to a different resource, you need a simple way to notify customers and colleagues of the changes.  This Alert provides just that, triggering when the changes are made.

Configure Job Alerts Based on the Job Result

Configure Job Alerts Based on the Job Result

We all love our Alerts function but sometimes it would help if they could be refined by using results as a trigger. This can now be achieved when you select a Job type in the first (Who) field:

Job Finance: Alert on Sales Opportunity Stages

Job Finance: Alert on Sales Opportunity Stages

Now it’s easier than ever to keep on top of what’s happening with all of your Sales Opportunities, with a new Alert that triggers when there is a stage change.

Notification of Mentions in Notes

Notification of Mentions in Notes

Although we already get emails when we are mentioned in Notes, if it’s urgent, it would be really helpful to get an immediate heads up, which is now possible with the introduction of our new popup Notifications, set up in the Alerts tab.

 

Schedule

Display Seconds on Activities

Display Seconds on Activities

If it would be helpful to you to view your activities in seconds, this is now available.

My account > Administration > [Quick links] General account settings > [Section] Website:

Mark Jobs As Actioned En Masse & Add Customer Activity En Masse

Mark Jobs As Actioned En Masse & Add Customer Activity En Masse

Another fantastic idea from the portal.

We know how busy you are and that time-savers are hugely appreciated, so we bring you the option of actioning Jobs and customer activities en masse.

Schedule > [side menu] Display > [tab] List > select the jobs using the tickbox > [icon] Selected jobs…> Edit

Display

Invert Text For Lighter Coloured Jobs

Invert Text For Lighter Coloured Jobs

Another fantastic idea from the portal.

Hankering after greater contrast for Job Types with light coloured backgrounds?  The text on lighter coloured Job Types will now automatically invert, ie white text on strong backgrounds, black text on light backgrounds:

Security

Comparing Compromised Passwords To Known Lists

Comparing Compromised Passwords To Known Lists

Another fantastic idea from the portal.

We know how important data security is, for us, you and for your customers.  That’s why we’ve added a feature that will notify a user when they enter a password that has been compromised in a data leak. It will be suggested that they choose a new password and their response will be logged.

Global

View Linked Items

View Linked Items

Another fantastic idea from the portal.

Wouldn’t it be great to be able to see links throughout the system for the item you’re viewing, eg, a Note that’s linked to a Job or a Job that’s linked to a Contract?  We thought it would be, so we’ve now added it, symbolised by the eye icon.  If you click on the icon, it will take you to the linked item.

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Updated on 16th November 2021

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