Enhancement & Bug Fix Announcement - 12/4/23
Shared by Evan
• December 04, 2023
Web Enhancements
Added Conditional Task (Either/Or) Functionality for Tasks in Service Actions> Advanced Settings:
- Users can now define either/or conditions for tasks in Service Actions> Advanced Settings.
- This feature provides enhanced flexibility and control over task management workflows via mobile.
Mobile Enhancements
Added Either/Or Functionality for Tasks:
- Users can now utilize either/or conditions for tasks, offering increased adaptability in task completion.
- Note: Once a task with a timer is started, there is no way to go back.
Auto Population of Rates during Invoice Creation:
- The mobile app now supports the auto-population of rates during invoice creation, streamlining the billing process for users on mobile devices.
Work Order Creation Enhancements:
- Priority-based features now auto-populate the Work Order expiration field during creation.
- Trip ETA and ETC are automatically populated for improved scheduling.
Trip Creation Enhancements:
- Users can now seamlessly add Trade, Service, and Task details to trips during creation.
Text Change:
- The 'Check Notes' label has been updated to 'Work Order Notes' for clarity.
Interface Updates:
- The Profile icon has been replaced with the Setting Icon for a more intuitive mobile user experience.
Invoice Enhancements:
- Added Invoice TO Client Address field during Invoice Creation.
- Introduced the ability to create Vendor Invoices directly from the Broker.
Added Ability to Select User as Themselves While Completing Tasks:
- Users now have the flexibility to select themselves when completing tasks.
Removed Warning Message for Task Revisits:
- The warning message for revisiting tasks has been removed, providing a smoother user experience.
Bug Fixes:
- Fixed Notes icon in Work Order List View which was not displayed if Notes are added from UC mobile app.
- Resolved the problem where 'Unit of Measure' was not populated in Invoice Line Items for Materials added through Custom Form.
- Fixed iPad users being unable to see the Signature Name Field during Check In/Out, causing user blockage.
- Fixed Permanent Site and Client Instructions not being displayed on Mobile for Vendor.
- Resolved the problem with Invoice attachments not displayed with correct file extension in emails.
- Fixed problem with Due Date that will now pre-populate as per selected payment terms.
- Resolved issue with Custom Form Signature displayed in Black Color.
Please reach out to Support@utilizecore.com or use the chat box below for any questions!