Web Enhancements

Added Conditional Task (Either/Or) Functionality for Tasks in Service Actions> Advanced Settings:

• Users can now define either/or conditions for tasks in Service Actions> Advanced Settings.
• This feature provides enhanced flexibility and control over task management workflows via mobile.

Mobile Enhancements

Added Either/Or Functionality for Tasks:

• Users can now utilize either/or conditions for tasks, offering increased adaptability in task completion.
• Note: Once a task with a timer is started, there is no way to go back.

Auto Population of Rates during Invoice Creation:

• The mobile app now supports the auto-population of rates during invoice creation, streamlining the billing process for users on mobile devices.

Work Order Creation Enhancements:

• Priority-based features now auto-populate the Work Order expiration field during creation.
• Trip ETA and ETC are automatically populated for improved scheduling.

Trip Creation Enhancements:

• Users can now seamlessly add Trade, Service, and Task details to trips during creation.

Text Change:

• The 'Check Notes' label has been updated to 'Work Order Notes' for clarity.

Interface Updates:

• The Profile icon has been replaced with the Setting Icon for a more intuitive mobile user experience.

Invoice Enhancements:

• Added Invoice TO Client Address field during Invoice Creation.
• Introduced the ability to create Vendor Invoices directly from the Broker.

Added Ability to Select User as Themselves While Completing Tasks:

• Users now have the flexibility to select themselves when completing tasks.

Removed Warning Message for Task Revisits:

• The warning message for revisiting tasks has been removed, providing a smoother user experience.

Bug Fixes:

• Fixed Notes icon in Work Order List View which was not displayed if Notes are added from UC mobile app.
• Resolved the problem where 'Unit of Measure' was not populated in Invoice Line Items for Materials added through Custom Form.
• Fixed iPad users being unable to see the Signature Name Field during Check In/Out, causing user blockage.
• Fixed Permanent Site and Client Instructions not being displayed on Mobile for Vendor.
• Resolved the problem with Invoice attachments not displayed with correct file extension in emails.
• Fixed problem with Due Date that will now pre-populate as per selected payment terms.
• Resolved issue with Custom Form Signature displayed in Black Color.

Enhancements

Employee Permissions:

Enhanced employee permissions by splitting them into Add, Edit, and Delete categories.

Work Order Bulk Upload:

Added Trip Client Billing Method in the Work Order Bulk Upload feature.

Work Order Frequency Scheduler:

Added a Work Order Description field on the Work Order Frequency Scheduler for ongoing agreements.

Third-Party Integration (Weather Work for Work Orders):

Improved the functionality of the third-party integration, specifically Weather Work for Work Orders.

Bug Fixes

Bulk Cancel Work Orders:

Resolved errors related to the bulk cancel work orders functionality.

Trip Client Billing Method:

Corrected the functionality of the Trip Client billing method for invoicing when the Work Order billing method is Proposal.

Validation for Business Phone Number:

Corrected the validation for business phone numbers.

Offline Chat:

Fixed the offline chat where the email ID should not be the sender for offline chat messages.

Invoice Line Items:

Fixed an issue where Invoice Line Items were duplicating after reverting to Custom Status in Trip Invoice.

Please reach out to Support@utilizecore.com or use the chat box below for any questions!