Release Notes
v2.5.13 & v2.5.14 - 16th December 2024
Issues & Bug Fixes
- Fixed an issue preventing updating Hafele integration settings
- Fixed issue where certain timesheet entries would prevent activity screens from rendering correctly
- Fixed an issue preventing updates on leads with members assigned to deleted member types
- Fixed an issue where purchase order items could not be received in certain circumstances
- Improved reliability of report export/print functionality to fix intermittent timeouts
v2.5.12 - 9th December 2024
NEW FEATURES
Quote UI Improvements
Quickly and effortlessly preview your quote item and component style choices by hovering over the style column.
Additionally, a new "description" column has been added to quote items, or you can hover over the item name to quickly preview the description.
Updates & Improvements
- Added the ability to add multiple leave types to a staff members timesheet on a single day and sync with Xero
- Minor display/scaling improvements when viewing timesheet calendars on desktop
- Header information (such as job number, description, contact name etc.) is now selectable when viewing a job/lead/contact/quote
- You can now click on activities for receiving purchase order items to go directly to the associated inventory item.
Issues & Bug Fixes
- Fixed an issue where leave applied on the final payroll calendar day would get replicated multiple times in Xero
- Fixed an issue where quote presets added to existing quote items would not always retain their sort order
- Fixed an issue where overlapping leave in timesheets was not calculating correctly in staff attendance
v2.5.11 - 2nd December 2024
Updates & Improvements
- Added the ability to sort by critical operation dates in the job/lead grids, progress charts and job/lead reports
- Minor UI improvements in emails (ability to select/copy email addresses & user info)
Issues & Bug Fixes
- Fixed an issue where timesheet entries would not be displayed in activity screens if the start time matched the activity screens start time.
- Fixed an issue where email attachments with certain special characters could not be opened inside Jobman
- Fixed an issue where activity screen would display results for the incorrect date on the first load
v2.5.9 / v2.5.10 - 26th November 2024
NEW FEATURES!
Assign members to types, inside Jobs, Leads and Projects!
You can now assign staff members to certain member types, inside jobs, leads, and projects. For example, you can assign Andrew to the "Installer" member type for a job, which will automatically assign him to the "Install" task:
Assigned staff are shown when viewing the task - You can add staff to a job/lead/project as more than one member type, and you can also add more than one of the same member type.
Staff assigned as members will be shown in your Tasks tabs, target calendar, progress charts, and reports:
Updates & Improvements
- Added tax replacement variable to the quote templates. To use this variable, use the {{ tax }} placeholder.
- Added critical date columns to all relevant reports
Issues & Bug Fixes
- Fixed an issue viewing purchase orders inside a job, when that purchase order had deleted items
- Prevented users from changing the type of line items inside a quote, which was causing issues in certain circumstances
- Fixed an issue where users weren't able to update job numbers
- Fixed an issue where member assignments weren't showing properly in the info tab for jobs, leads and projects.
v2.5.8 - 18th November 2024
Updates & Improvements
- Print labels from your Jobman Kiosk to attach relevant job information to purchase orders received, and ensure visibility of the materials in your factories, warehouses, etc., at all times!.
- Implemented new purchase order/inventory tracking for more reliable job assignment calculations. This resolves some issues related to partially received purchase orders, however, only new purchase order items will use this inventory tracking.
- Added new staff type with restricted permissions for third party integrators, contact support for more information.
Issues & Bug Fixes
- Fixed an issue where staff members synced from Xero did not have their email address populated
- Fixed an issue in the public agenda screen causing the screen to freeze after idling for a period of time
v2.5.6 & 2.5.7 - 11th November 2024
Updates & Improvements
- Added permission Grant administrator access to staff members (disabled by default)
- Added more quote template variables, including description, salesperson, tax type and style
- Added more columns to Settings > Operations for cost, overhead, wastage, labour centres etc.
- Added more error handling to accounting staff syncs for Xero
- Removing HTML entities (such as
) from descriptions when creating invoices from quotes
Issues & Bug Fixes
- Fixed some issues related to receiving purchase order items with multiple job assignments
- Fixed an issue preventing some products from being exported with deleted components
- Fixed a visual bug when displaying item spec answers from the task dialog/popup
- Fixed Xero staff syncs encountering 'attempted to read property "timezone"' errors
- Fixed incorrect "Quantity" header in job resource material sample CSV
- Excluding trashed style options in dropdowns when editing quotes
- Removed the option to change quote component/element types while functionality is incomplete
- Fixed operation settings requiring "View Job Settings" permission
v2.5.5 - 4th November 2024
Issues & Bug Fixes
- Minor performance improvements
- Adding "not available to order" materials to jobs no longer sets the source to Purchase Order
- Fixed an issue in invoices where large invoice numbers could cause errors
v2.5.4 - 28th October 2024
NEW FEATURES!
Hafele catalogue material sync is now out of BETA
Quickly and effortlessly populate your material catalogue with products you have previously ordered, and refresh existing material pricing/details from Hafele - including images! Find out more
Operation Colours in Target Calendar Printout
New operation colour variables have been added to the target calendar print template. Add these templates to your organisation in Settings > Templates > Create, select the type "Target Calendar" and the Layout "Target Calendar (with operation colours)"
Updates & Improvements
- Improved reliability of the staff and timesheet syncs for larger organisations
- Printing the target calendar will now respect your filters and search term, allowing you to print for specific job/lead/project numbers
- Trashed records will no longer be included when calculating the next number for jobs, purchase orders, invoices and job alerts
- Added more columns to catalogue material grids when creating/updating inventory items, purchase order items and job resource materials
- Added images to purchase order pending items grids
Issues & Bug Fixes
- Fixed issues preventing connections with Dropbox
- Fixed an issue where editing catalogue materials wouldn't always populate the category dropdown
- Fixed an issue preventing some staff members displaying when editing accounting integration settings
- Fixed an issue where the target calendar print out would not include tasks on the last day of the date range
v2.5.3 - 22nd October 2024
Issues & Bug Fixes
- Fixed an issue related to large purchase order numbers causing server errors when creating/sorting
v2.5.2 - 21st October 2024
Updates & Improvements
- General performance improvements
- Improved sorting for job/lead/purchase order numbers
- Cancelling or saving while adding job resource materials now takes you back to the list of resources
Issues & Bug Fixes
- Fixed an issue preventing some timesheet entries from showing in day/week view
v2.5.1 - 15th October 2024
NEW FEATURES!
Conditional Status Filtering in Reports
A powerful new way to filter records based on status changes over time. Find records that entered or exited a status within a specific date range or report on records that currently have a status or had it at any point during a given period. Find out more
Updates & Improvements
- Performance improvements when viewing tasks
- Performance improvements when viewing records with activities
- Added ability to view more suppliers in the catalogue filter dropdown
Issues & Bug Fixes
- Fixed issues related to searching/filtering accounts & tax types when editing invoices
- Fixed an issue where catalogue imports would not override prices in certain circumstances
- Fixed an issue where editing quote styles required the 'view styles settings' permission
- Fixed an issue where filters couldn't always be cleared in the material browser
- Fixed an issue showing activities such as "0 items removed" when editing inventory items
- Fixed an issue where selected operations wouldn't populate when restoring filters in reports
- Fixed an issue where some "style restricted" product parts were being added as job resources
- Fixed Hafele material sync not updating existing sizes and size units (BETA)
PATCH: 18th October 2024
- Fixed an issue preventing the material browser from loading on subsequent uses
v2.5.0 - 7th October 2024
NEW FEATURES!
Add Images to your Material Catalogue
Featured images can be previewed within the catalogue, on purchase orders, and in inventory, making it easier to visualise and manage materials across your organisation. Find out more
Hafele catalogue material sync is now in BETA
Quickly and effortlessly populate your material catalogue with products you have previously ordered, and refresh existing material pricing/details from Hafele - including images!
This feature is currently in BETA, if you're interested in enabling it for your organisation please contact Jobman Support: help@jobman.com. Find out more
Added the ability to export and print the new Quote Summary Report
Added the ability to print/export the quote summary report to PDF or CSV, including the labour/material/services breakdowns for individual quotes. Find out more
Updates & Improvements
- Fixed an issue where page number and size were not always accurate in category settings
- Fixed an issue where an extra row would sometimes be displayed when receiving purchase orders
- Fixed an issue where page number and size were not always accurate in category settings
Issues & Bug Fixes
- Fixed an issue where page number and size were not always accurate in category settings
- Fixed an issue where an extra row would sometimes be displayed when receiving purchase orders
- Fixed an issue where page number and size were not always accurate in category settings
v2.4.19 - 1st October 2024
NEW FEATURES!
Add Images & Files to item specifications
New question types added to item specification allowing your staff to upload images and files to lead and job item specifications. Find out more
Updates & Improvements
- Timesheet entries are now grouped by staff member in effort reports
- Ability to see actual vs estimated time in effort reports
- Added new activities when inventory item quantities are updated
- Ability to filter notifications by read/unread and bulk mark as read/unread
- Added new columns to catalogue category settings, including overhead/wastage/profit margin, handled by quantity & invoice item type
v2.4.18 - 24th September 2024
NEW FEATURES!
Critical operation dates
You can now mark operations as "critical", allowing your staff members to see relevant task dates on jobs/leads/projects screens, progress charts and agenda screens. Find out more
You can now "split" task segments in the target calendar
You can now create a target calendar entry and "split" it, so that the total task time can be spread out over multiple days! Your split entries will not exceed the total estimated task time, so if you extend the time on one segment, the other(s) will be reduced accordingly. Find out more
Ability to "copy" quote items, components and elements
Save even more time in your quoting! Select one or more items, components, or elements, then click With Selected > Copy to create exact duplicates of your line items! Find out more
Updates & Improvements
- Lead, Job, Project and Contact addresses now open in a new tab
Issues & Bug Fixes
- Fixed an issue where editing a form sometimes duplicated files in cloud file storage
- Fixed an issue where some integration imports weren't stripping white space from product names
- Fixed visual bug for material quantity in quote summary reports
v2.4.17 - 16th September 2024
Introducing the Quote Summary Report!
You can now see an overview of the operations, materials and services contained in your quotes, and a detailed breakdown of costs, overheads, wastage, and profit.
- Staff will automatically be added as task members when recording time via their timesheet
- Added extra columns to kiosk purchase order, including item type, category, brand, size etc.
Added a lock icon to the target calendar to quickly identify tasks with locked target dates
- Stricter validation for product part proportions to ensure dimensions can be calculated correctly
- Limited proportion calculations to allow up to 10 chained items
- Preventing self references in proportions
- Fixed an issue where updating a tasks estimated time would not update the segment sizes
- Fixed an issue where deleted job materials would sometimes be sourced as pending items
- Fixed an issue where receiving items with a bay location would create a new inventory item
- Fixed a visual issue where incorrect permissions were being reported on the job cost report
v2.4.16 - 9th September 2024
Restrict product parts to style options!
Automatically include/exclude specific product parts from your quotes by restricting them to selected style options. Restrictions can also be applied to product components.
- Significant performance improvements when adding presets to quotes
- Additional performance improvements when editing & navigating quotes
- Added new variables to the purchase order template, such as item category, brand, finish etc.
- Added new variables to the job & lead email templates, such as type, contact info, site address etc.
- Added columns to the catalogue grid when adding job materials, such as category, brand, finish etc.
- Added columns to the job material picking list, such as category, brand, finish etc.
- Modified target calendar events to display the job/lead number at the beginning
- Added warnings to show when exported quote products/materials do not have a valid SKU
- Fixed an issue where some integration imports would not automatically remove item white space
- Fixed an issue where new users sometimes had the wrong timezone applied
v2.4.15 - 2nd September 2024
- Added extra columns to purchase orders, including barcode, location, units, units per item etc.
- Fixed calendar issues when using a device with a timezone that differs from your staff profile
- Added a warning message if the device's timezone does not match the staff timezone
- Fixed an issue where public agenda screens were refreshing too frequently
- Fixed an issue related to updating supplier integration settings while another connection is active
v2.4.14 - 27th August 2024
- Implemented significant performance improvements when editing quotes
- Added extra columns to all invoices grids (including purchase order, discount & amount paid)
- Fixed an issue where form files uploaded with the same filename would not display correctly
- Fixed an issue where completing jobs on agenda screens didn't always reload correctly
v2.4.12 & 2.4.13 - 19th August 2024
- Added the ability to bulk reset job resource material's source to remove them from purchase order pending items
- Performance improvements for viewing capacity planner
- Fixed an issue related to filtering reports with a custom date range
- Fixed a display issue that showed "null" cost in newly created quote items
- Fixed a display issue that showed tasks as loading after pausing/resuming
v2.4.11 - 13th August 2024
- Fixed an issue where some job/lead detail columns were not displaying in the Kiosk
- Fixed an issue where accounts settings sometimes wouldn't load correctly after searching/filtering
- Fixed an issue related to calculating discounts for some quote components with fixed prices
- Fixed an issue related to timesheet entry attendance calculating incorrectly in specific conditions
v2.4.10 - 5th August 2024
- Added better support for country-specific currency formatting
- Limited "Remove product labour" dropdown options to labour operations that exist in the quote
- Added new template variables for contact phone & mobile to email and notification templates
- Updated OneDrive and Sharepoint integration to improve stability and fix issues related to moving files and folders
v2.4.9 - 29th July 2024
View lead tasks in the Kiosk!
Kiosk users can now view a list of all tasks for a lead from their dashboard
- Performance Improvements
- Staff members who receive inbound emails will now receive a notification in Jobman, even if they aren't a member on the contact/lead/job.
- Fixed an issue where inbound emails (replies) would not be forwarded with large attachments
- Fixed an issue where sometimes the "drafts" and "outbox" folders were not visible when viewing emails.
v2.4.8 - 22nd July 2024
- Performance Improvements
- Fixed an issue preventing some staff members being able to send job and lead emails
v2.4.7 - 15th July 2024
- Added more columns to catalogue materials and services grids
- You can now set labour time to zero for product parts/components
- Increased the number of brands that are shown in the catalogue item filter dropdown
- Fixed intermittent "Session Expired" error when logging in
- Fixed an issue where updating filters in Payroll report was showing incorrect staff in the grid
- Fixed an issue where where sourced quantity was rounding up by one for job resource materials that are handled in whole quantities
v2.4.6 - 10th July 2024
- Fixed an issue preventing organisations from connecting to One Drive and SharePoint
- Prevent quotes, invoices and purchase orders from being saved in different tabs at the same time
v2.4.5 - 8th July 2024
Added the Target Calendar to the Kiosk
Allow your kiosk users to view their scheduled tasks/dates using a read-only target calendar.
- Performance improvements for dashboard and jobs grid
- Added the ability to sort the purchasing report by PO number, date and supplier
- Added job and lead variables to invoice PDF and invoice email templates
- Added more columns to the material browser popup for barcode, category, brand, range, finish, colour, volume, weight and notes
- New organisations are now set up with example form types
- Prevent deleting style options that are assigned to active styles
- Fixed an issue where selecting inventory items was not filling in the inventory field when creating/updating job resource materials
- Fixed an issue where recalculate dates field was not displayed when editing target calendar tasks
- Fixed an issue related job/item specifications that do not have a version applied
- Fixed an issue where deactivated staff were displayed in accounting integration settings
- Fixed an issue related to moving and renaming files/folders that conflicted with other files
- Fixed an issue that prevented staff members without a staff type from being edited
v2.4.4 - 1st July 2024
Introducing Job Forms!
You can now create forms which can be added to jobs, filled in and printed by your staff members.
Learn more about creating and using forms.
QuickBooks Online integration is now out of BETA and available to all organisations!
For more information see Connecting to QuickBooks online guide
For organisations created before 27th May 2024, please see Switching to QuickBooks Online
- Added new introduction field to quotes
- Added the ability to edit job alert details from the kiosk
- Improved steps/tasks UI, horizontal scrollbar can be used without scrolling to the bottom
- Improved error handling and messaging for MYOB accounting integration
- Performance improvements when loading jobs and tasks
- Fixed an issue when changing/resetting filters in the Payroll report
- Fixed an issue where certain reports relied on incorrect permissions
- Fixed an issue for Mozaik imports when item name's contained empty space
- Fixed an issue when sourcing inventory for catalogue items with mass values
v2.4.3 - 24th June 2024
Target Calendar Filter Profiles
Added the ability to save your target calendar filters as presets, and quickly switch between them!
- Added lock icon to agenda screen for tasks with a locked target date
- Fixed an issue where deleted leads and jobs were displayed in contacts
- Fixed an issue when sourcing job resource materials for deleted materials
- Fixed an issue where some staff logins could not be revoked
v2.4.2 - 17th June 2024
- Added the ability to edit invoice numbers for bills
- Added currency support for South African Rand (ZAR)
- Prices will now show the correct price symbol for your organisation's country
- Increased the limit of members shown on leads/jobs/projects
- Fixed an issue where renaming folders sometimes caused the folder to be trashed in Google Drive One Drive/Sharepoint
- Fixed issues related to searching/filtering resources in the kiosk
- Fixed an issue where kiosk-only staff members required non-kiosk permissions to perform some actions
v2.4.1 - 10th June 2024
- Increased allowed length for invoice item names
- Staff timesheet calendar now expands to fit larger screens
- Added the ability to filter contacts by source, website and tax number
- Fixed an issue where catalogue item profit margin could not be adjusted when added to a quote
- Fixed an issue where task did not display correctly when editing timesheet entries
- Fixed an issue where quotes could sometimes be saved before totals had finished calculating
- Added new error message to contact/invoice/staff syncs when Xero connection expires
v2.4.0 - 4th June 2024
Added the ability to view all linked Invoices for a Purchase Order
- Added the ability to recalculate Target Dates for other Tasks when moving segments in the Target Calendar
The "Recalculate Dates" field now remembers your last selection when updating target dates.
- Added the ability to restore deleted Quote Presets
- Material Category column added to Purchase Order grid
- Agenda Screen grids now show Job/Lead/Project column header labels correctly
- Added the ability to search Invoices by reference and added sorting to more columns
- Fixed an issue where profit margin overrides on catalogue item categories were not being respected in Quotes
- Fixed an issue when removing Material proportions
- Fixed an issue when starting tasks that caused the button to appear like it was loading slowly
- Fixed a formatting issue when showing item specifications in PDF templates
v2.3.90 & 91 - 27th May 2024
Staff locations when completing tasks can now be displayed on a map
- Added the ability to copy a quote to a different lead
- Added ability to set invoice line account based on material category
- Added invoice date and amount paid columns to the invoice report
- Fixed an issue disconnecting from some supplier integrations
- Improved formatting in email replies
- Added API documentation for Job Alerts
- Fixed an issue that caused attendance to not be calculated for staff members when a timesheet entry was deleted
- Fixed an issue with address formatting when sending a purchase order via the Hafele integration
- Fixed a display issue switching from hide n/a when viewing tasks in a job or lead
- Fix an issue causing error messages to not clear when adding a new part to a product
- Add paragraph formatting for the item specification text areas
v2.3.89 - 14th May 2024
- Fixed an issue when creating new purchase order statuses
- Fixed an issue causing an error when updating a custom style on a quote
- More performance optimisations to speed up loading times when printing quote PDFs and on customer-facing pages
- Lead and Job items when viewing a task are now sorted correctly
v2.3.88 - 13th May 2024
- Fixed an issue causing problems searching for jobs, leads and projects when adding timesheet entries
- Check added to prevent changing invoice type from payable to receivable
- Fixed an issue with the formatting of quote item descriptions when they appear on invoices
- Performance optimisations to speed up loading times when printing quote PDFs and on customer-facing pages
v2.3.87 - 6th May 2024
Added the ability to print the Target Calendar using a template
Labour Centre capacity adjustments can now be made for a date range - increase/decrease your capacity during a specific period eg. Holidays, Staff Leave, Shutdowns, etc. Learn more
Added the ability to send a purchase order directly when using the Hafele supplier integration - Learn more
- Added the ability to click on the actual time in the Job Cost report when looking at a job and be redirected to the new effort report so you can easily see the breakdown of time spent on a specific operation
- Fixed an issue causing deleted tax types and accounts from displaying in dropdowns
- Fixed an issue restoring a deleted product
- Customer emails when accepting, rejecting or commenting on a quote are now sent to the salesperson associated with the lead instead of to the organisation email
- Fix an issue causing total time to be displayed in seconds on the payroll report when printing or exporting
- Fixed some issues with searching for jobs, leads and projects when adding new timesheet entries
- Project value calculation has now been enabled so moving forward project value is the sum of all the jobs within the project
- Increased the number of job items displayed when creating work orders from within a job
- Fixed an issue with formatting quote item descriptions when creating an invoice from a quote
- Fixed an issue that sometimes caused quote product components to clear the size fields when being updated
- Added better support for editing purchase order item estimated delivery dates and also added a date field for setting the estimated delivery date for the entire purchase order
v2.3.86 - 29th April 2024
- Fixed an issue causing some quotes to not calculate totals
- Fixed an issue with the pop-up window not being able to be submitted
- Fixed an issue preventing some products from being deleted when attached to quote presets
- Allowed zero estimated time to be set for a task
- Fixed some issues with MYOB and improved error reporting for invoice synchronisations
- Fix an issue causing some deleted resources to appear in job cost report totals
v2.3.85 - 23rd April 2024
Added Job Variations!
Added the ability to view and add quotes to an existing job to update job values! Learn more...
Contact Resources!
Added a resources tab to Contacts where you can see all files, invoices, jobs, leads, purchase orders and quotes linked to the contact.
- Added the new Effort report
- Added the new Invoice report
- Add the ability to view and see quotes in a new or existing job
- Performance improvements for handling calculations for large quotes
- Added ability to assign an existing job or lead to a project
- Improvements to the resources tab in projects
- Fixed an issue causing the popup windows to open in the wrong position
- Fixed an issue with job alert notifications containing invalid links in kiosk
- Fixed an issue with adding a type when creating a new project, lead or job
- Fixed an issue recalculating estimated time for job tasks containing deleted labour resources
v2.3.84 - 15th April 2024
New Purchasing Report!
View all of the materials and services that have been ordered within a specific period. Filter by job number, supplier, location and more...
- Fixed an issue selecting tasks when adding timesheet entries
- Updated the job cost report to include work order values into the main job when the hide worker order filter has been applied and also added ability to filter by job number
- Update to the capacity planner to refine by a date range and also you can now click through to the task without navigating away
- Add job number to the purchase order templates for each line item
- Enabled the FTP cloud file storage driver
- Fixed an issue with the product type selection when editing or adding product components
- Fixed an issue that occurred when importing products from CSV without the ID column present
v2.3.83 - 8th April 2024
Upload files directly from a task!
When you are working on a task you can click on "Files" and upload files and create folders without having to navigate away. For kiosk users, this will upload files to the shared directory and require the staff role ability.
- The copy button in catalogue materials and services is no longer visible to staff without the ability
- Fixed an issue causing overlapping timesheet entries to incorrectly calculate the attendance period
- Added additional columns to the invoice status listing in the settings
- Suppliers Hafele & Laminex export purchase order formats now support the online shopping cart population
- Added additional columns to inventory listing and report
- Fixed an issue causing problems connecting to the FTP cloud file storage provider
- Added file uploading directly on a task
- Fixed an issue with required tasks not copying correctly when changing workflow
- Added additional columns to the job listing and also the job reports
- Fixed an issue that caused style options to disappear when style items were updated
- Fixed an issue that accounted for capacity in labour centres even if staff quantity was set to zero
- Fixed an issue that caused some jobs to appear overdue even after target dates had been updated
v2.3.82 - 26th March 2024
- Added contact person details to lead, job and quote listing
- Added contact name and type and contact person name, email, phone and mobile to agenda screen columns
- Add contact name, type and contact person name to the public agenda screens
- Added contact person name, email, phone and mobile to the task dialog (note that contact person details will only display if the staff member belongs to a role that has the "View contacts" or "View kiosk contacts" ability)
- General improvements to the agenda screen
v2.3.81- 25th March 2024
- Fix an issue with sorting newly created operations
- Performance updates for the accounting integration sync process for contacts
- Various updates to the API Documentation including the addition of a change log
- Fixed an issue causing job numbers to not show in purchase order template variable
- Fixed an issue causing manually entered product components from being removed from products
- Improvements to address geocoding for international addresses
- Fixed issues with contact type and staff role restrictions around deleted contacts
- Changing a job, lead or project workflow will now maintain target dates and not applicable status for tasks
- Improvements to the cloud file storage folder creation process to make it more reliable
- Improved searchability in the settings area for Public holidays and capacity
- Fixed an issue causing imported contacts to be linked to deleted contact types
- Fixed an issue that caused the "Restore filters" dialog to display when drilling down into the job cost report
v2.3.80 - 18th March 2024
Two-factor authentication is now available!
With this new security feature users can protect their accounts by enabling two-factor authentication. This second step in the login process increases the security of your Jobman account with an added layer of protection in case your password is compromised. Organisations can force all staff members to have it enabled.
- Fixed an issue causing preset items to not be added to the quote in the correct order
- Fixed an issue causing some discounts not to be calculated correctly in a quote
- Added Two-factor authentication for user logins
- Fixed an issue causing problems with large numbers of contact types
- Added quote description field
- Fixed an issue with invoices inside job resources not loading
- Performance improvements for large quotes
- Added catalogue material browser for item specifications
- Fix the issue with Dropbox not handling Cabinet Vision (.cvj) files properly
- Fixed an issue with the colour field causing the submit button to be not enabled in some situations
v2.3.79- 11th March 2024
- Fixed an issue causing materials in the picklist to calculate incorrectly in some situations
- Fixed some issues causing some timesheets not to sync with Xero
- Fixed some issues with cloud file storage folders being duplicated when their names contained special characters
- Fixed an issue that prevented jobs from being created from a lead when no quote was selected
- Fixed an issue causing revisions to appear under invoices in leads
- Fixed an issue that prevented invoices from being created from a quote when no item was selected
- The totals for invoices are now displayed when viewing invoices from within a job or lead
- Fixed an issue causing end time for some timesheet entries not to display in the calendar
- Add the ability for kiosk users to upload files to the shared folder when viewing job files
- Fixed some display issues with full-screen agenda screens
- Optimisations to speed up the time it takes to create a job from a lead
v2.3.78 - 27th February 2024
Adding quotes to invoices has been turbocharged!
Now you can add quote items to invoices and choose the percentage of each to include. Jobman will track how much has been invoiced, ensuring you don't accidentally overcharge your clients. Take a 20% deposit for part of an accepted quote or invoice the whole quote in one go!
- Added ability to remove product labour from all products in a quote - Learn more
- A new button to show/hide work orders when viewing your list of jobs
- You can now sort your Agenda Screens - also sorting was added for Activity Screens, Item Types, Job Types, Lead Types, Project Types and Operations
- Added more column sorting when viewing Work Orders from Job resources
- Supplier instructions have been added to Purchase Orders and template variable added
- Fixed a issue with some kiosk users not able to update inventory items
- Fixed an issue causing quote totals not to recalculate after adding a discount
- Fixed an issue with the default priority not being set when creating work orders
- Fixed an issue causing the agenda screen not to reload when empty
- Fixed a display issue in site address when viewing a job, lead, and project
- Emails, Invoices, Purchase Orders, Catalogue Items and Inventory Items are now also moved when merging contacts
- Increased the frequency that Triggers are checked to hourly meaning notifications are sent sooner
- General bug fixes when editing quotes
v2.3.76 & 77- 20th February 2024
- Edit your quotes faster with item, component and element changes no longer forcing you to wait for each one to finish - update the quantity of a component and then immediately update the quantity of the next component
- Reduced the overall loading time for timesheets
- Timesheets will now open already scrolled to your current time
- More columns have been added to the catalogue for materials including Brand, Range, Finish, Colour, Optimisation and Status
- Added drag and drop sorting to operations for jobs, leads, and projects - this allows you to specify the order operations are displayed when drilling down a job cost report
- Fixed an issue with Purchase Order number sequences
- Fixed some issues causing quote product components not to apply a custom price
- Modified the default tax types to match Xero for organisations in New Zealand
- Fixed an issue with contact and catalogue imports linking to deleted items
- Fixed an issue causing the public agenda screens to stop reloading automatically
- Fixed an issue causing the login screen to display on public agenda screens in some situations
- Fixed an issue with full-screen agenda screens showing previously hidden columns when resizing
- Fixed an issue when adding a task on the timesheet where you cannot search for a specific job if the job has lots of work orders
v2.3.75 - 13th February 2024
- Added ability to view quotes by salesperson
- Not applicable tasks removed from the estimated time in the job cost report
- Not applicable tasks removed from progress charts
- Fixed issue with rounding on the amount due in invoices
- Custom styles for quote items and components can now be set
- Uploading multiple files with the same name will now no longer overwrite the files
- Fixed some issues related to accounting integration
v2.3.73 & 74 - 6th February 2024
- The optimisation ID field has been added to the catalogue item import and export
- An issue has been fixed where saving one app would remove access to other apps
- Fixed an issue with supplier and category not sorting in inventory and catalogue
- Fixed an issue where the order of columns on the agenda screen was not being saved
- Fixed an issue where pricing was not calculating when setting styles in a quote
- Fixes and improvements to the Google Drive integration
- Fixed an issue with timesheets not syncing to Xero
v2.3.71 & 72 - 30th January 2024
New progress chart for jobs and leads now available!
This feature boosts your business’s job management capabilities. It enables you to efficiently track unscheduled jobs, promptly identify tasks falling behind schedule, and quickly detect bottlenecks, thereby streamlining your operations for optimal productivity.
Added fullscreen mode for Agenda screens that increases font size and removes distractions for display on large screens (click the expand icon in the top right-hand corner on any agenda screen)
- Delivery instructions and notes fields have been added to Purchase Orders - the variables are now available on templates too
- Priority can be removed from jobs, leads, and projects
- Enabled workflow updates for Jobs and Leads
- Fixed an issue with Agenda Screen Job and Lead descriptions
v2.3.70 - 23rd January 2024
Changing workflow for jobs, leads, and projects is now available!
Choose a different (or new) workflow in your existing jobs, leads, and projects. Changing a workflow will remove all steps and tasks from the job and replace them from the selected workflow. Tasks that have been started, completed or have timesheet entries will not be deleted.
Please note you will need the select job workflow, select lead workflow, and select project workflow permission to change a workflow.
- Added the ability to copy an existing quote
- Printing a quote PDF file will include the quote number in the name. This also has been updated for item specifications, purchase orders, and invoices too
- Improved loading times when viewing job and lead items
- A warning will be displayed when attempting to send a purchase order without a supplier
- Fixed a rounding issue affecting some invoice totals
- Fixed an issue with invoice total not reloading after deleting a line item
- Fixed an issue with Jobman adding an unknown account in Xero
- Fixed an issue with zero discount not syncing for Xero bills
- Fixed an issue with actual time not displaying correctly on agenda screens
- Fixed the supplier filter in the stock report
v2.3.67, 68 & 69 - 16th January 2024
Prioritise tasks on your Agenda Screens!
We've added the ability to set a priority for jobs, leads, and projects. Tasks will be sorted on your agenda screens first by priority and then by date. Learn more...
- Added support for Mozaik database import
- You can now view the estimated time of a task from your timesheet entry
- Fixed an issue that prevented filtering by job status
- Fixed a bug navigating out from the job cost report drill-down
- Fixed an issue with the dialog window appearing off the screen
- Fixed an issue with calculating total labour time in reports
- Fixed a bug with quote presets not importing correctly when added to a quote
v2.3.65 & 66 - 9th January 2024
- Fixed an issue that prevented updating custom job values
- Added the ability to bulk delete Catalogue Items via import. Learn more
v2.3.64 - 4th January 2024
- Fixed an issue that prevented some users from being able to change labour operations in quotes and quote presets
- Improve some issues with naming for items in jobs and leads
- Fix a bug that caused the job number to not display when updating alerts
- Fix an issue with displaying contact variables in the job and lead email templates
- Fixed a bug that caused problems when setting a fixed price of zero for a quote component
- Fixed a bug that caused issues saving a quote when some items were moved from a deleted section
- Fixed a bug that incorrectly set the wrong report type when saving a custom job cost report
- Inside the job cost report, you can now click on a job to see the breakdown of materials, services and labour
More...