August 2022

Changes

Common

• Renamed attachment field “Description” to “Title”.
• Renamed rate field “Is Manual?” to “Variable Price?”
• Renamed item field “SOR” to “Item”.
• Added “Clear Messages” toast after uploading an attachment file.
• Improved filter display of yes/no columns to more easily identify if a filter is applied vs filtering on “no” values.

Scopes

• Scope status will automatically change to “Reviewed & Approved” when the last scope item is reviewed.
• Scope status will be reverted from “Reviewed & Approved” if a scope item is “unreviewed”.
• Updated scope e-mail notifications to include a Take5 section.
• Updated scope item details display to align to work order display standard.

Quotes

• Updated quote e-mail notifications to include a Take5 section.
• Updated quote item details display to align to work order display standard.

Orders

• Updated order e-mail notifications to include a Take5 section.
• Updated work order item details display to align to work order display standard.
• Updated purchase order details display to align to work order display standard.
• Added “Not Invoiceable” option to work order items.

Security

• Added initial support for user roles & permissions.
• If there is an error during the initial account signup process, the appropriate error is displayed instead of being ignored.

Bug Fixes

Common

• Updated display of prices in “Activity” tab to align with the rest of the system.
• Properly report if an error occurs while generating an export file.
• Fixed issue where auto-complete dropdowns could trigger multiple search requests.
• Fixed inconsistency of horizontal alignment of $ fields across the system.
• Fixed inconsistency of “Save” and “Back” buttons on the details pages.
• Fixed issue where “Comment” field on notes was not mandatory.
• Fixed inconsistency of the count of results on all list tables across the system.

Scopes

• Fixed issue where cancellation e-mail template was not being populated correctly.
• Fixed issue where scope item unit price could display as blank instead of 0.

Quotes

• Fixed issue where setting a quote recipient as “Awarded” was not changing other recipients to “Unsuccessful” status.
• Fixed issue where the quote item quantity was not displayed as mandatory.
• Fixed issue where property details could be changed when flowing from scope.
• Fixed issue where changes to quote recipient details were not displaying in the activity log.

Orders

• Updated order e-mail notifications to include a Take5 section.
• Fixed issue preventing creation of a defect with a corrective quantity.
• Fixed issue where incorrect contractor would be selected on item list page.
• Fixed issue where incorrect contractor would be selected on purchase order list page.
• Fixed issue where incorrect contractor would be selected on item defect page.
• Fixed issue where incorrect contractor would be selected on bulk allocate page.
• Fixed display issue with address when flowing from scope or quote.

Properties

• Improved default street view images to favour exterior shots instead of interior shots.
• Lat/long values will default to blank/no value, rather than 0.

Configuration

• Fixed padding of company, area, project, and field sections to align to the rest of the system.
• Fixed issue where incorrect contractor details could be displayed after editing & saving.