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Latest Update – 30.09.21

Templates

Job Photos

Job Photos

Do your customers typically require a number of photographs as part of their job cards? Well we have great news!  Using the new Job Photos keyword will allow a device user to attach a tabled list of photos to the job.

Template Version Control

Template Version Control

You know how sometimes you create a new version of something and then regret overwriting it?  Well, this clever update will end your Template-regret.  When creating an updated version of a template you will be asked if you would like to save the original version.  Up to 5 versions of a template can be stored and accessed through the restore icon.

Worksheet Answer Signature Formatting Option

Worksheet Answer Signature Formatting Option

We thought that you’d appreciate the ability to determine the size of Worksheet signatures, so we’ve added it whenever a signature is the required answer.

Navigate: My account > Administration > [Quick links menu] Templates > select Template > [button] Insert keyword > [tab] Jobs > [Section] Jobs > Worksheet Question > [Field] Signature width in cm

Attachments

Rename Attachments

Rename Attachments

Another fantastic idea from the portal.

It’s annoying when attachments have names that you would like to reuse, so now you can simply rename them using the pencil icon that appears next to them.

Routes

Schedule Routes Via Import

Schedule Routes Via Import

Another fantastic idea from the portal.

If you’re a busy scheduler you’ll know that allocating routes individually can be horribly slow-going. That’s why we’ve introduced Assign via importer, a way to schedule routes automatically.

Click on the icon:

and select a blueprint and then the Excel file you want to import

NB, the Route ID can be found next to the Route name field

When completed, you will receive an email notification.

Groups for Routes

Groups for Routes

Another fantastic idea from the portal.

Do you ever wish that Routes could be grouped together to make life easier…?

The group name will display underneath the Route name in the list and can be searched for using the Routes search box.

Messages

Send Messages to Resource Group as Text (SMS)

Send Messages to Resource Group as Text (SMS)

Another fantastic idea from the portal.

Need to get a message out to a whole group of individuals at once? That’s now easier than ever, using our addition to the Messages tab, Resource Group Mobile:

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NB, SMS messages are charged at £0.05 + VAT per 160 characters, for each person messaged.

Import/Export

Appreciated our recent overhaul of the Import/Export area? Well, there’s more good news as it has now been added to another 2 areas:

Web User Import

Web User Import

Import

My account > Administration > [side menu] Web users > Add-edit.

A new import button has been added.  Pressing it will allow you to match the following columns:

ID | Name | Email | User type | Role | Group | Mobile phone | Position | IP restriction | Default job category | Custom Field(s)

Export

The following options have been added to blueprints:

Mobile phone | IP restriction | Default job category

Job Import/Export Update

Job Import/Export Update

Another fantastic idea from the portal.

My account > Administration > [side menu] Forms > Import/export blueprints

Import:

An optional field, Job Pattern Reference,  is available for import and in blueprints.

Export columns:

The following are columns that can be selected as part of the job export blueprint:

ContractID | Contract reference | Contact reference | Parent contact reference | Recurrence pattern name | Recurrence pattern reference | Job contact group | Office Notes | Assisted by.

Blueprints

Blueprint Option 'Add all Worksheet/Worflow Questions to Blueprint Columns'

Blueprint Option ‘Add all Worksheet/Workflow Questions to Blueprint Columns’

Another fantastic idea from the portal.

Looking for an easier way of adding all of the Worksheet/Workflow questions to a blueprint?  Now it’s a single click:

My account > Administration > [side menu] Forms > Import/export blueprints

Map

Driver Name Against Vehicle View On Map

Driver Name Against Vehicle View On Map

Another fantastic idea from the portal.

Wouldn’t it be brilliant if you could see who is driving a vehicle as well as the registration information on the Map view?  Well, now you can!

Contact Address Label

Contact Address Label

Another fantastic idea from the portal.

You can now see your contact address on the Map without having to shift over to your CRM, with our new Labels addition, Address.

Job Schedule

Automation Planned and Actual Duration Field

Automation Planned and Actual Duration Field

Another fantastic idea from the portal.

You know how the same job can take a different amount of time when carried out at specific customers?  Well, we thought that it would be really helpful if you could easily adapt the planned duration on that basis, even when using Automation.

My account > Administration > [side menu] Schedule > Job types > select Job type > [tab] Automation > [section] Field mapping > Planned duration

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Updated on 30th September 2021

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