JOBS

On the job details screen, we have made the green bar for adding a new address always visible, even if other property addresses are shown in the drop down list

Searching for an address by postcode is easier now as it is not case sensitive and will return results on partial entry of a post code

When adding a new job, there is now a [Scheduler] button to take the user to the [Requested Date] in the scheduler to book the job in when the job is at Pending Appt.

If a job is at Pending Appt, the assigned Clerk will be sent a notification of the job even if there is no date booked, so they are aware they have been assigned the job.    They will receive another notification when the job is booked.

PDF

the PDF file size has been adjusted to make it smaller, making it easier for  Clients to forward on to tenants.

We previously made a change so that the PDF report is no longer automatically uploaded to the [Library] and we have now made the button available to [upload to library] when the job status is at 'Data Received'

The dimensions of the photos on the PDF have been increased to remove some of the white space around photos making the layout better

REPORT EDITOR

When the job is Property Visit, the question on the signature screen is now correct and doesn’t make any reference to Inventory & Check In signature.

A user can now more easily add another line in the room summary section

When a dilapidation photo is rotated, it can now be seen in the final pdf report

At job set up (copy report data) we have now given the user the option to copy the previous overview section. We have added new tick boxes to copy room photos and overview section.

FINANCE

When changing a Consolidated invoice status to [Paid], all related job and invoice status’ will change to [Paid]

Within the [Invoices] screen, we have added a trash can to enable users to delete Consolidated Invoices that are at Draft or Issued (but not Paid) status.  This means that any included job invoices will revert back to [Draft] and can be selected again on another Consolidated Invoice.

SCHEDULER

When the user clicks on the [Scheduler] button to book in the job and is taken to the Scheduler [Day] view; that job will be at the top of the list of jobs on the left of the screen so it can be dragged to a slot.

When logged in, as a Clerk – that Clerk will only see their own name and their own jobs on Scheduler. For shared clerks they will see all jobs assigned to them from all Franchise offices.