Release Notes (2023)

v2.3.63 - 19th December 2023

• Various performance improvements and bug fixes

v2.3.61 & v2.3.62 - 14th December 2023

• Various performance improvements to Quotes, Quote Presets, and Purchase Orders
• You can now select item types when creating leads and jobs rather than entering them manually. Learn more

• Fixed an issue with setting time for labour operations
• Fixed a visual issue when viewing staff attendance
• Fixed an issue where selecting material was not updating the name field when editing a quote
• Added a column to the Purchase Orders grid to show relevant jobs

v2.3.59 & 60 - 5th December 2023

• Bugfixes for Myob integration
• Bugfix when adding target dates to job tasks
• Various speed improvement in Quote presets
• Fixed quantity amount not showing in purchase orders
• Contact person variables have been added to the Quote templates
• Fixed an issue with deactivated staff displaying in lead, and job details

v2.3.57 & 58 - 28th November 2023

• Select from one of our pre-designed layouts when creating a template

• We added three new quote template layouts that include item specifications
• Fixed an issue deleting catalogue item finishes
• Fixed an issue setting staff quantity for a labour centre
• Fixed a bug copying workflows
• A warning will be displayed when emailing an expired quote
• Fixed an issue with contact website links

v2.3.56 - 21st November 2023

• You can view and create alerts for a job in the job resource area

• You can now see the contact name when choosing a job for a job alert
• Fixed an issue that displayed deleted items when creating or editing style options
• Fixed an issue where creating one or more product components will cause the form to freeze
• Fixed a bug when adding colour to a catalogue material
• Fixed a bug when choosing a contact person for a quote
• Fixed an issue where the job and supplier were missing when editing a purchase order
• Fixed a bug that was showing deactivated staff when selecting them for triggers
• Fixed a bug when adding product components to a quote
• Fixed an issue that was causing some subscriptions to incorrectly become expired for a short period at the end of each billing cycle

v2.3.54 & 55 - 14th November 2023

• Fix an issue with saved filters in stock report
• Improved the performance when adding a new job alert and creating a cloud files storage folder
• Fixed the 'back' button when viewing a trigger in settings
• Fixed an issue causing triggers not display custom content
• Added check to ensure Operations, Catalogue Finishes, and Brands cannot be deleted if in use

v2.3.53 - 7th November 2023

• Added the Reference column to Purchase orders

• Added the Notes column to Material and Service in Catalogue

• Fixed an issue where status was incorrectly entered when setting 'not applicable' to tasks in lead, job, and project
• Fixed a bug with product parts calculating labour incorrectly when turning a quote into a job
• Fixed a bug where address autocomplete would remove subpremise (e.g Building, Level, Unit number etc)
• Fixed an issue where site addresses were not formatted correctly in a lead, job, and/or project
• Fixed a bug that caused issues paginating product components
• Fixed error message incorrectly showing to staff member with administrator type in the dashboard
• Fixed a bug where deleted catalogue item finishes could not be viewed

v2.3.51 & 52 - 31st October 2023

• New reports with filters added

• Added a material browser for looking up materials in the catalogue

• Added the ability to show/hide removed items from the inventory

• Added the ability to restrict staff to their own tasks in the agenda screen - Learn more

• Added the ability for users to view and log into tasks for a specific Job in kiosk mode by clicking into the Job and then going into Tasks
• An update to the item specification template to address printing issues - Learn more
• More performance upgrades for Quoting
• Get notified when an email has failed to send, bounced or marked as spam in your notification inbox - Learn more
• Updated API documentation for creating and updating quotes with sections, items, components and elements
• An error page will be displayed for staff members who are not members/permitted to view a specific Job, Lead or Project

v2.3.50 - 24th October 2023

• Added quote section documentation to the developer API
• Fixed a bug that caused job cost time values to be incorrectly calculated
• Various quoting performance improvements (more to come soon)
• Add Staff Types that allow you to define if the staff member is an Administrator, Office User, Kiosk User or Advisor. Learn more
• Timesheet entries now show the description of the event and pop up a tooltip if necessary
• Fix a display issue that showed "null" in catalogue style settings
• Added resizable dialogs allowing you to drag and move and resize dialogs to the position and size of your preference
• When creating a purchase order from a job the option to include pending items automatically is now available
• Fixed an issue that caused triggers from firing on deleted jobs

v2.3.49 - 20th October 2023

• Fix issue updating catalogue services

v2.3.48 - 12th October 2023

• User interface improvements for timesheet calendars
• Ensure duplicate alert types and statuses cannot be created
• Major update to the Payroll report to group by staff member and show totals for each pay item individually
• Added cubic millimetre and cubit metre units of measurement
• Added support for United Arab Emirates Dirham- AED currency
• Quote presets can now be copied
• On the tasks board hiding not applicable also now hides empty steps
• When choosing a supplier for a material, service or purchase order only contact types marked as suppliers will be shown
• Fixed an issue with scrolling when adding a job alert from the kiosk on mobile
• You can now create an invoice from a lead
• Added a checkbox to fill in the contact site address when creating a lead or job
• Reduced trial period from 30 days to 14 days
• Fixed an issue that displayed deactivated staff as options when creating an alert
• Fixed an issue that caused lead and contact values to be calculated incorrectly
• Add workflow triggers so that emails or notifications can be sent when tasks are started, completed, due or overdue
• More details are shown for additional contacts within leads and jobs

v2.3.47 - 3rd October 2023

• Fixed an issue with the rich text editor table dialog
• Additional contacts email addresses added to autocomplete when composing emails
• Added Job Alerts management area for office users
• Added ability to create job alerts from a task or a job in the Kiosk
• Various performance improvements for quoting

v2.3.45 & 46 - 26th September 2023

• Kiosk login page now remembers last staff member and list of staff is sorted alphabetically
• Update developer API to set purchase order item assignments and inventory job relationship
• Added more editor buttons to the rich text editor
• Fix issue with missing CC and BCC fields when replying to emails
• Added new detailed template with and without pricing
• Searching dropdowns now only requires 2 characters
• Added staff quantity to labour centre capacity planning and added a checkbox that allows you to ignore capacity constraints when scheduling tasks
• Fixed a bug navigating to a job from a task in the kiosk
• Invoices can be created from a job
• Fixed a bug that caused issues when deleting the last item on a page
• Resources for a job will now source from inventory if it is available

v2.3.44 - 14th September 2023

• Status menus can now toggle multiple at a time (see image below)

  

• Viewing and updating quote cost, overhead, wastage, profit and discounts can now be restricted using staff role abilities (see image below)

  

• Changes to session expiry to fix some logout issues
• Added sorting by email address in staff
• Added compatibility with invoices from Xero that contained line items with no quantity or unit price

• Added a new detailed quote template that shows components (automatically created for new organisations - for existing organisations reach out and we can set this up for you) (see image below)

  

  
  
• Fixed an issue with page margins clipping in templates (automatically fixed for new organisations - for existing organisations reach out and we can set this up for you)
• Fixed an issue that caused deleted products to appear in quote preset component create and update dialogs
• Added completed and pending folders for tasks in your profile and staff profile area

• Added a checkbox to fill in contact details when creating a contact with a contact person

  

• Added a column to the quotes grid for the staff member who created the quote
• Add a create quote button in lead > resources > quotes
• Add job and/or lead details to the item specification template
• Various updates to the developer API for job items, lead items and inventory materials

v2.3.42 & 43 - 7th September 2023

• Big update to purchase ordering and inventory picking for jobs
• Various updates and improvements to the developer API
• Added ability to set zero time for labour in a quote
• Added fixed price sell pricing strategy for catalogue products
• Allowed override of product price in quotes - by setting a fixed price for a product in a quote the profit margin of the elements within the product is adjusted to achieve that price
• Added contact person phone number column to leads index page
• Added contact person phone number and lead site address to quotes index page
• Added kilometre (km) and mile (mi) to quantity unit options
• Updating a job, lead or project type now updates the not applicable/applicable tasks based on the configuration of your workflow - previously only available when creating a new job, lead or project
• You will now be automatically logged off other running tasks when starting or resuming a tasks
• When viewing your board of tasks inside a job, lead or project you can now toggle to hide not applicable tasks

v2.3.40 & 41 - 14th August 2023

• Fixed a bug that caused the value column in the grid for jobs, leads and projects to not be able to be hidden
• Fixed an issue that prefilled the contact name instead of the contact person's name when composing an email and the contact had the same email address as the contact person
• Added members column to the grid for jobs, leads and projects
• For newly registered users and organisations the correct country, region, currency, language and timezone should be automatically selected
• Public holiday groups can now be created in Settings > Staff - by choosing a region the public holidays for that region will be automatically synchronised and kept up to date (set a public holiday group as the default to automatically apply it to all staff members and labour centres)
• Added lead variables to the job email template
• Fix a bug that caused issues copying templates and retaining existing changes
• Added sorting by source column to the contact grid
• Updated catalogue items to allow a "units per price" of less than 1
• Improve loading times for the workflow task board inside jobs, leads and projects
• Fixed a bug that caused sessions to timeout unexpectedly forcing a user to log in again
• Fixed a bug that caused the member-type grid refinement dropdown to disappear

v2.3.37 & 38 & 39 - 3rd August 2023

• Fixed some performance issues for quotes with many sections
• Fixed a bug causing problems in choosing the type of product parts and components
• Fixed an issue that was causing issues clearing search results when listing contacts
• Fixed an issue loading components in quote presets
• Fixed an issue importing product components into quotes

v2.3.36 - 1st August 2023

• The capacity planner can now show scheduled tasks for multiple labour centres at a time
• The completed date and staff member that completed the task are now displayed on a task
• Additional search parameters have been added to jobs and leads including contact email, phone, mobile, site address and contact person
• Columns in quotes and quote presets can now be resized, moved and/or hidden
• Fixed an issue that caused deleted products to appear when adding quote and quote preset components
• General infrastructure upgrades to increase security, performance and reliability

v2.3.33, 34 & 35 - 27th July 2023

• General infrastructure upgrades to improve performance
• Fixed an issue that was causing some purchase orders to be able to be updated

v2.3.32 - 25th July 2023

• Task completion activities are now displayed in leads, jobs and projects
• Improved the experience for periods when Jobman may be down for planned maintenance
• Various performance improvements to speed up loading times
• Added a check to prevent accidentally adding the operation again if one with the same name already exists
• User interface and usability improvements when viewing styles in settings
• Added validation to ensure proportional values in components are numeric
• Fixed the issue that was causing deleted work orders to appear in a job
• Added quote expiry date and lead site address to quote template variables
• Fixed some issues that caused profit to be calculated incorrectly in quotes and product parts
• Fixed an issue that caused problems applying styles in quotes
• Various system security updates

v2.3.31 - 7th July 2023

• Added MXN (Mexican Peso) currency
• Improved the load time for the list of contacts
• Fixed an issue that caused problems when updating a catalogue item
• Searching if you are refining by a category or status will now return results

v2.3.30 - 6th July 2023

• Various speed improvements to some areas of the system
• Improved validation error messaging when importing catalogue items
• Added extra checks before sending an email to ensure the size including attachments is within the limits
• Lots of improvements to quotes and quote presets to ensure price, discount and profit calculations are correctly applied
• Updates to how numbers are displayed when editing fields (for example 2.500 is now displayed as 2.5)
• Fixed an issue that caused some iPhones to only be able to choose images from their camera roll instead of selecting a file to upload
• Fixed some issues with column sorting not being applied
• Added new 2020 Design Live integration for importing quote items

v2.3.29 - 20th June 2023

• Added an extra check to ensure pay rates assigned to staff cannot be deleted
• Big update to CSV imports for contacts, catalogue and staff to improve error messaging and increase the ability to handle data with minor mistakes or variations
• Fix an issue that showed deleted quotes, jobs and leads on dashboards
• When creating a contact on the fly (during lead creation for example) you are now able to select the source (if you have added contact sources in settings)
• Created and updated dates are displayed when viewing item specifications
• Added activity logging for cloud file changes so there is a record of file uploads and deletions - now you can see who deleted that file in your lead for example
• Staff activation emails now display a helpful message if they have expired
• When creating an invoice from a lead you can now choose to group each section into a single line or have it itemised
• Invoice item names can now span multiple lines allowing for long descriptions and compatibility with your accounting software
• Added NZD (New Zealand Dollar) as a currency option
• Fixed a bug that caused labour components in quotes to calculate time incorrectly
• Moved the default position of quantity columns in quotes and quote presets more to the left (with full column position and sizing to be released soon)

v2.3.28 - 9th June 2023

• Various bug fixes and improvements
• Added ability to update the type for multiple contacts at a time

v2.3.27 - 8th June 2023

• Fixed errors in the capacity planner if no labour centres exist
• Google Drive storage driver is now compatible with template folders
• Added limitations to email sending for new and existing organisations

v2.3.26 - 19th May 2023

• Fixed an issue that cause problems starting and stopping tasks for projects

v2.3.25 - 18th May 2023

• Ensure deleted items are not displayed in more places including inventory
• Fix an issue causing errors when job item quantity was blank
• Fixed an issue that prevented the quote status "has value" field to not update
• Improved the cloud file storage integration to better handle files and folders with symbols such as + $ # and % in them
• Improved the accounting integration to retain contact details when updating and retry if the connection fails to the MYOB API

v2.3.24 - 11th May 2023

• Fixed issue that caused deleted job resource items from appearing in the list of items to be ordered
• Fixed an issue that caused changes to invoice type classification from being saved
• Increased the width of the agenda screen list on the kiosk dashboard
• The completed date is now being saved for tasks and the display of the completed tasks on agenda screens has been improved and sorted by that date
• Improved error handling with Xero when their API is temporarily unavailable

v2.3.23 - 8th May 2023

• Purchase orders can now be received, split and invoiced
• Added a new Job Cost report that shows estimated vs actual costs for your jobs - with more updates soon to allow you to drill down for each job
• Values can now be displayed and updated for contacts, leads, jobs and projects
• Target calendar can now be searched
• Lots of updates for the Kiosk including:
  • Sections for contacts, leads, jobs, and projects
  • Files can be shared with kiosk users using the new 'Shared' folder
  • Item specifications can be viewed from a task
  • Browse files from a task
• Fixed an issue that caused some users to not be able to edit item specifications
• Fixed an issue that caused tasks for deleted jobs and leads to appear on agenda screens
• Fixed an issue loading received attachments to emails
• Fixed an issue when saving changes to quotes when items have been moved between sections
• Fixed an issue that caused quote pricing not to be reflected in job resource item prices

v2.3.22 - 20th April 2023

• Prevented deactivated (or not enabled) staff from appearing on the kiosk login screen
• Added lead id, number and description to quote templates
• Page size and current page are now remembered on public agenda screens
• Fixed a visual display issue when importing quote items
• Upgraded Microvellum integration to handle the new export format
• Added invoice item types
• Beta release of MYOB accounting integration for selected organisations with a full release planned shortly after to all organisations
• Improved handling of larger attachments to emails
• Improved email notifications to members of jobs, leads and projects
• Exposed job, lead and project details to the public API
• Fixed a bug that caused some details not to be displayed for items
• Added a column on agenda screens to show task members

v2.3.21 - 18th April 2023

• Minor release to fix an issue with importing contacts

v2.3.20 - 11th April 2023

• Fixed an issue that caused some staff without permission to not be able to compose emails
• Added the ability to allow beta access to new features for selected organisations before they are fully released
• Fixed an issue with updating job item quantity
• Minor user interface improvements for the popup you see when creating a work order from a job
• Staff are automatically added as a member to a lead if they create or send a quote which ensures they receive the notification when it has been accepted or rejected
• More contact and contact person details have been added to both job and lead info
• Added strike-through to rich text editor formatting options

v2.3.19 - 6th April 2023

• All types and required tasks are now copied when copying a workflow
• You can now choose job items when creating a work order from a job - all the specifications and resources including materials, services and labour are moved to the work order and estimated times recalculated on tasks
• Fixed some issues with filtering in the dropdowns when changing the agenda screen filters
• Fixed an issue that was preventing the template folder from being copied to new jobs, leads and projects using the OneDrive cloud file storage driver
• Fixed an issue that caused the Settings, Help and Logout menu items to not be visible when viewed on some tablets
• Added $CAD (Canadian Dollar) to available currencies
• Fixed some issues and improved the staff import from CSV functionality 

v2.3.18 - 21st March 2023

• Fixed an issue with pagination not displaying on agenda screens in the kiosk
• Fixed an issue that caused errors when attaching files to email replies
• Fixed an issue that prevented some staff members from being able to start tasks that they are not members of
• Public agenda and activity screen pages now remember any changes to columns
• When composing emails the current draft is saved and will not be lost even if the page is refreshed

v2.3.17 - 16th March 2023

• Fixed an issue that caused the Capacity planner to not load the full width of the screen
• Fixed an issue where staff details were not displaying
• Added the ability to choose a workflow when creating a job from a lead
• Agenda and Activity screens now automatically stay up to date with the latest changes
• Fixed an issue that caused some imports for contacts, catalogue items and staff to fail
• Fixed a bug that caused intermittent session timeouts requiring users to log in even though they had been active 
• Fixed an issue that caused some emails to be addressed to the organisation's email address instead of the staff member
• Added ability to import quote items and job materials from a spreadsheet and also from connected integrations including Cabinet Vision, Mozaik, Auto Kitchen and more
• Added task description column on agenda screens (hidden by default but can be shown)

v2.3.16 - 27th February 2023

• Site addresses are displayed on tasks, jobs, leads and projects and also on agenda screens
• Added the item column for job resource materials and services
• Added ability to delete and restore job resource materials and services
• The Google Drive cloud file storage driver is now supported and can be connected
• Added a button to allow for copying styles in settings
• Added confirmation popup when deleting a repeating section in item specifications
• When updating a template the list of available template variables is now displayed with instructions
• Fixed a bug where deleted style items would still be showing throughout the system
• Fixed some issues with target calendar filters
• Fixed some loading issues with publicly shared agenda screens
• Fixed an issue with deleting catalogue material substitutes
• Fixed an issue that would include completed and n/a tasks in capacity calculations
• New organisations are now set up with a default warehouse location and improved messaging when you hit the limit of locations for your subscription
• Fixed a bug that caused some issues updating staff pay rates and awards
• Enabled Xero accounting integration for New Zealand, United Kingdom, Ireland, Canada and the US (Payroll only available in Australia, with NZ and UK Payroll to be released soon)
• General performance improvements and optimisations

v2.3.15 - 10th February 2023

• Added customisable colours to operations which can help highlight tasks in the target calendar
• Dragging task segments on the target calendar now recalculates the dates of subsequent tasks
• Estimated time for jobs tasks is now automatically calculated from job resource labour time
• Capacity planner now shows tasks scheduled, over capacity and remaining time available 
• Hovering over an event in any calendar will show long titles in a tooltip
• Fixed a bug with some events not showing in the week view
• Fixed a bug that cleared current selection when searching a dropdown box
• General improvements to the subscription renewal system
• Fixed an issue on the kiosk login screen that caused selection for some devices
• Added payroll tracking category handling for the Xero accounting integration
• Fixed an issue with email attachments not working when replying
• Fixed a bug with pagination not being able to remember how many records per page
• Fixed some filtering issues with the target calendar
• Fixed a bug that prevented the adding of project members
• Added quick link to continue editing a quote, invoice or purchase order
• Fixed a bug when adding materials directly to a purchase order

v2.3.14 - 2nd February 2023

• Fixed a bug that caused an issue updating job items

v2.3.13 - 31st January 2023

• Fixed a bug that caused an issue creating an invoice from a quote
• Fixed a bug that caused the restore button to appear for staff with certain permission levels
• Minor tweaks to target calendar filtering
• Fixed an issue that caused the list of contact people not to refresh when a new person was added or deleted
• Fixed an issue where some labour centres could not be selected in the capacity planner

v2.3.12 - 30th January 2023

• Added ability to delete and restore style items
• Fixed some language issues in notifications
• Fixed a bug that would create an empty catalogue item colour and range when importing from CSV
• Fixed a bug that would cause some set values for materials in item specifications from being cleared when updating
• Fixed a bug that would cause issues if trying to send an email before a draft had been saved
• Fixed some filtering issues on grids
• Improved wrapping on default item specification template
• Fixed bug when trying to select operations for labour centres
• Added ability to link a quote item with a lead item
• Fixed a bug that was showing tasks from deleted jobs on the target calendar
• Fixed a bug that was also showing completed and n/a tasks on the target calendar
• Fixed an issue that prevented sending emails within jobs
• Added the ability to refine the target calendar and show only tasks assigned to specific staff members
• Fixed a bug that caused issues when synchronising contacts with the Xero accounting driver

v2.3.11 - 16th January 2023

• Added ability to both apply N/A and Undo N/A for multiple tasks at a time
• Removed deactivated staff from the dropdown when adding and updating Activity Screen settings
• Fixed issue with selecting operations when adding and updating Agenda Screen settings
• Added quantity field when adding and updating a quote item component and preset item component
• Fixed an issue that would cause the scroll of the quote to reset to the left when updating a value inline
• Added drag and drop sorting to quote preset items
• Major improvements to the way the status is updated for jobs, leads and projects as tasks are completed
• Added the configuration for a workflow step to be "entered automatically" if all tasks in previous steps have been completed
• Added the option for a workflow task to choose "None" for requiring other tasks to be completed

v2.3.10 - 10th January 2023

• Fixed an issue with currency symbols not displaying correctly
• Fixed some issues that occurred with catalogue items
• Fixed issue applying a subscription to an existing organisation
• Fixed an issue that caused some catalogue items to be imported even if the import failed due to validation errors and warnings 

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