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Enhancement & Bug Fix Announcement - 12/4/23

Evan avatar
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!