Build Highlights - February 29th, 2024

Epics

Features

• Viewing as Employee: Update Job Worksheet to match what the Technician would see 

  • Previously when "Viewing as Employee" the system would show you slightly different results as it knew your permission when viewing, this will no longer be the case and you will see exactly what the employee does

• Dispatch Board, Job Tag Report: Filter by Billings Terms

  • The Dispatch Board can now be filtered by billing terms under Advanced filtering!

• Employee Details > Additional Pay: Show link to Job Edit Modal for Tips

  • Inside the employee profile a new column can be seen under Additional Pay, this column will display the job ID number and link back to the job edit model

• Employee Late > If team's Start Location is Technician Home: Logic now uses the first job start time to determine late

  • Previously the late logic worked solely off the technician's scheduled start time, this caused confusion and inaccuracy when employees were starting from home, and their 1st job was scheduled after their start time.
  • Job has to be scheduled after the employee's scheduled start time if the Grace period is still used
  • More on Lates and how they work can be found here! 

• Feature: Disable Technician Dashboard GPS Turned Off Warning

  • A New feature found under Company > General > Features has been added to turn off the below warning for technicians in their employee profile
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• Global: Report & Payroll Dynamic Menus

  • The Menu, Payroll Index, and Campaign Index pages have been updated to pull the menu options from the database.

• Mobile App Indicator on Timeclocks Page

  • When clocking in from the Mobile App, a new indicator will be attached to Job Clocks, Day Clocks, and Breaks!
  • More information about these markers can be found here! 
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• Quoting: Square Feet - Change input from production rates to hours

  • When viewing "By Sq Ft production rates within the quoting tool SQ ft/lb hour will now be viewed as by hour 
  • New:
  • Old:
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• Report: Additional Pay - Additional columns for Job and Customer Info

• Report: Bulk Additional Pay / Incentive Pay - Additional filters and table columns

  • We have added additional Columns expanding your ability to scale your incentive pay model
    • • Negative Scorecard Count
      • Lock Out
      • Allowed Hours
      • Skip Allowed Hours
      • Compliment
      • Complaint
      • Breakage
      • Total Days Worked
      • Total Days Late
  • We have also added new filters!
    • • Negative Scorecard Count
      •  Compliment,
      •  Complaint
      •  Breakage,
      • Total Days Worked
      • Total Days Late

• Report: Customer Stats - Added a column for Customer Source

• Report: Service Set Changes - Include Live Data and Improve Performance

• Report: Service Set Tracker - Include Live Data and Improve Performance

• Reports: Stats by Week: Add columns for Home and Service Set counts

• • Ticket Kanban Widget: Close all tickets should once again properly close all tickets
  • Canceled Service > Data Tab: Remove Saved State from Datatable
  • Custom Dashboard - Widget - Scorecard Average Rating Chart
  • Customer Portal: Pay Now/Tipping None creating tip of $0 - Prevent $0 tip
    • Customers who selected no tip through their portal would create a tip line item for $0 this will no longer happen
  • Daily Timeclocks > Scheduler: Cannot use Full Day - Page Refreshes and doesn't persist
  • Dashboard Issue based on Role - if the current user doesn't have access to any dashboard, 500 errors on every page
  • Dashboards: Core KPI Widgets do not display data if there were less than 6 months of payroll history
  • Dispatch Board - Totals column shifted 1 left
    • Columns at the bottom of the dispatch board are now properly aligned
  • Employee Profile: Not Loading if no Payroll Histories
  • Employee Stat - PTO Data Duplication - UTC conversion
  • Employee TimeClocks + Payroll summary - Clock Hours discrepancy
  • Global: Google Maps replace pins
  • Hard start - Time clocked in tracking incorrectly
  • Home Details > Service Sets Table: Default Sort should be Next Job Date
  • I&J Visual Bug - Balance
  • I+J Page: Process Prorated Tips > Additional Logic to prevent negative tips, add Notes - in case of negative time
  • Lead API: Lead Form Post remove Comments Field
  • Lead Form Post: Option to Email Pricing or Not Email Pricing when passing additional data (ScopeOfWorkId, ScopeGroupId)
    • The new property can be passed to Email the Quote to the Lead. "EmailQuote" is a boolean. Default: false
  • Quote Pricing: Multiply the Input by not working when factor = 1
  • Rate Adjustment / Rate Increase: Don't allow Date Change in the past
  • Replace Google Maps Icons
  • Report: Create Account Customer Invite is using UTC date time for filter
  • Report: Customer Stats is using UTC date time for the filter
  • Report: Franchise Report - Cancelled Customers Need to Convert from UTC Time
  • Report: Job Count by Date & Status Performance Improvements
  • Sales KPI - Quoted and sent as "Single" - Displayed as - Every week
  • Schedule Eff. Map > E Pins - disable Job Edit Modal click event
  • Unable to Export Cancelled Service Report
    • You can once again export this report
  • Week in Review is misspelled
  • Week in Review: One Week Closed Error
    
    • Week in review should once again work on your 1st week of closing