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
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- 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),
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- if the Check In / Out location was more than 600 ft from the Customer's Home a red flag will now appear
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- Click to see the Map updated to show color-coded pins along with errors and distance from the location
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- 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!
- Efficiency and Non-Productive Time Explained
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
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