EPICS
Epic: Export Data by Date Range button includes Distance from Home (Job Clocks), Start and End GPS Errors
From within the Employee Tab > Timeclocks, Timeclocks will now be Exportable by Date range and specific clock.
Epic: Tech Dashboard > Improved GPS Tracking and Error Handling
Tech Dashboard: Show User error message if they have GPS Location issues, save error for Office Users to view
On the Employee Timeclocks page, Jobs tab, two new icons will be displayed:
If there was an error when getting the location (red ban),
If the Check-In / Out location was more than 600 ft from the Customer's Home a red flag will now appear
Features & Updates
Report: Core KPIs button to refresh the page
On the New CoreKPI report, you will see a "refresh" button when changing the stats.
Report: Schedule Availability > Time Off Requests - Time Off requests show the Hours
Report: Team Mileage - Column for Actual Non-Production Time (NPT)
Quoting & Scopes - Tabs will grey out while the page is loading
Phone App Enhancements
Job Worksheet: Allow Check In/Out of Other Technicians
Technicians can now clock their teammates in and out
Dashboard: Display Allowed Hours in job cards
The technician dashboard will now display the total allowed hours on the job information panel
Dashboard: Unable to check out for Breaks
IPhone users should now be able to take breaks properly.
Menu: Resource link does not open if the link is to a Google Drive
Resources that are Google Drives should once again open properly
Job Worksheet: The time to Complete tooltip does not appear
The "Time to complete" modal was not appearing on all mobile phones, this should once again work
Job Worksheet: Add fields for Square Feet, People, Pets and Dirt Code
Technicians will now see the appropriate SQ Ft, People pets, and dirt code on the job worksheet
Job Worksheet: The date for yesterday appears on the job
All job dates should once again be correct on the mobile app
Job Worksheet: Allow TimeSheet Change Requests of Other Technicians
Technicians can now request time sheet changes for other employees through the app
Job Worksheet: Request Job Clock Change - Not available after clock out - button is hidden from UI
After clock out, employees can once again request a clock change
Job Worksheet: Make Address clickable to open in Maps
Technicians can now select the address inside the job worksheet and be redirected to their default maps
Job Worksheet: Cannot upload images on all Mobile Devices
An issue with the app not asking for camera permissions has been resolved
Job Worksheet: Service Set Special Instructions not visible
All home information and special instructions should now be visible inside the Job Worksheets
Job Worksheet: Tags not shown visible
All tags are now visible on job worksheet
Epics
Epic: Tech Dashboard > Improved GPS Tracking and Error Handling
Tech Dashboard: Show User error message if they have GPS Location issues, save error for Office Users to view
The Kiosk Login has been updated with Location items to match
On the Employee Timeclocks page, Jobs tab, two new icons will be displayed:
If there was an error when getting the location (red ban),
if the Check In / Out location was more than 600 ft from the Customer's Home a red flag will now appear
Click to see the Map updated to show color-coded pins along with errors and distance from the location
Epic: Export Data by Date Range button includes Distance from Home (Job Clocks), Start and End GPS Errors
From within the Employee Tab > Timeclocks, Timeclocks will now be Exportable by Date range and specific clock.
Features
Quoting & Scopes - Gray out the tabs while the page is loading
Tabs will no longer allow you to re-navigate until the page is fully loaded. This should stop the system from showing you the "general" tab when selecting the Rate modification tab etc.
Report: Core KPIs button to refresh the page
Report: Schedule Availability > Time Off Requests - Display hours
Time Off requests now show the requested hours
Report: Team Mileage - Column for Actual Non-Production Time (NPT)
The team mileage report now contains a field for NPT for more information on NPT please see the below video!
Enhancements
Cannot select branch on Ticket Kanban
All widgets should now work when selecting specific branches
Clock in - Google API Location Pin
There were some bugs with how the Google API was placing pins these issues should be resolved
Creating a new employee does not push the welcome email
The automation that sends employees the welcome email was not working, this has been found and resolved and should once again work when creating an employee
Customer Portal: % based rate modifiers
Fixed Portal Calculation method to use the Base Rate and not the Bill Rate (which previously included all Rate Mods).
Dashboards: Revenue vs Payroll view is off for Payroll data
Dirt, pet, and people fields are not visible on the Job Worksheet
These fields will now be visible to the technician on their job worksheet
Quoting Tool: rounding issues
Questions that were set to "Decimal" were rounding to a full number, this should no longer happen
Job Clocks not always displaying Lat/Lng
There were several issues around the Lat/Lng displaying on job clocks, these issues should be resolved with multiple other updates to this patch to Employee GPS.
Job Worksheet: Sq Feet not visible
Sq Feet of the home is once again visible on the job worksheets
Lead Form Post: Include GUID for the redirect URL if Detail was created
The menu item for Satellite Offices had an incorrect URL
The menu item for Satellite offices was redirecting incorrectly, this is now fixed.
Open Tickets Widget - Set reminder on Contact ticket, does not close the ticket
Setting a reminder on the "Open Tickets" widget will now properly close the ticket
PTO - No Reset on Employee Anniversary
PTO Policy Carryover when set to 0 was carrying over all hours the employee had left, this is no longer the case. If you have this setting we will reach out to you
Quoting: Square Foot Text input defaults to the top of the range
When quoting in ranges the SQ Foot question was defaulting to the top of the range, this is no longer the case
Report: Core KPIs - Add Full Time Equivalent to Tech # tooltip
Report: Sales KPI - Count gain even if the Customer is a gain and a loss on the same day
We have updated the logic of the system to capture both the booking and cancellation of clients who do so on the same day.
Report: Stats by Week - Revenue vs Payroll view is off for Payroll data
Scorecard Feedback: Require 1 star
Scorecards will now Require a minimum of 1 star
Tip not applied to employee
Updated Tip calculation logic during invoicing to make sure prorated tips were calculated properly if there was 0 time in the home tips were not applied.
Update Employee Stats Tooltip for Proration
The tooltip on the employee stats "revenue" stated it was all bill rate of all jobs worked, this is not true and it is a prorated version based on how many techs and how long the technicians were there