Roadmap

Changelog

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Version 8.7 Release

New Functionality:

  1. We have added in the ability to include invoice notes and maintenance notes as items when syncing from ServiceBox to Sage. There are two new settings in the "Export/Import" settings tab for Sage, one determines the placement of the invoice note (before or after invoice items) and the other determines the placement of the maintenance notes (again, before or after the invoice items).
  2. We added the "Invoice Accounting Import Status Report" which will allow you to view what invoices have or haven't been imported into your accounting software.
  3. When changing your plan from a monthly to an annual plan you will now have to click on a checkbox that you acknowledge that annual plans are not refunded mid term due to the 10% discount you get on the plan rate.
  4. When using the 'Forgot Password' functionality, you can now enter your user name or email to reset your password.
  5. On Quotes and Invoices, if the total is $0 a warning will display on the email tab under the send button to alert you that you are about to send out an item with a $0 total.
  6. We have added in an experimental feature to allow for groupings of users. User Groups can be created in the Settings->Tenants->User Groups tab and users can be assigned to zero, one or more groups. Once done, you can filter the schedule based on user groups. To activate this feature, please contact support via the 'Feedback Button' in ServiceBox or by emailing support@jobboxsoft.com. This feature is experimental so if you find any issues please report them for us to take a look and fix them.
  7. A long requested feature of adding an end date into recurring work has been added. Setting this date sets the date on or after which a workorder will not be created. So if you set a recurring work to repeat starting on January 1st and set an end date of January 15th, it will create a recurring work on the 1st and the 8th.
  8. We added 'Job Site Only' contact field types into workorder custom columns. These fields allow you to select contacts only related to the job sites so if you wanted a column for the contact phone to call when arriving on site, a contact can be added to the jobsite and selected in this field on the workorder.
  9. We have added the invoice tab into the job site screen so you can view invoices only related to that jobsite.
  10. We added an email button on the checklist so you can email an individual checklist to a customer.
  11. A 'Total Invoice' token was added into invoice emails allowing you to add the total of the invoice into your invoice emails.
  12. We now prevent unchecking the 'default labour' and 'default material' checkbox on invoice categories.
  13. We added as an experimental feature, the ability to search long descriptions on quote/invoice items and inventory when entering them on a quote, workorder or invoice. If you are interested in trying this out, please notify support through the feedback button or by emailing support@jobboxsoft.com.
  14. We added in the '...' button in work order materials for long descriptions.


Bug Fixes

  1. We have worked to fix the occasional issue of custom columns doubling up on the work order page.
  2. We fixed an issue when a tax level was deleted that was linked to a customer. This caused an issue creating an invoice.
  3. We fixed an issue on the quote list. When returning back to the quote list after having viewed a quote, the position was not kept. This should now be working.
  4. Also on Quote Searches, the status that was currently selected was not underlined. It now should be.
  5. Recurring work was not setting the proper custom column order when creating a work order. It now should be.
  6. Previously, you could not clear a work order category on a recurring work once one was selected. This is now fixed.
  7. Also on the work order categories, the dropdown list for this field was not respecting the sort order on the recurring work screen. It is now.
  8. Occasionally pictures were being uploaded multiple times in the attachment screen if clicking ok multiple times. This has been mitigated.
  9. There was a bug in job site columns. When the field was emptied, it was not removing the value. This is now fixed.
  10. On Quotes, users were unable to see their own notes on quotes under certain circumstances.
  11. There was an issue importing invoices based on quotes to QuickBooks.
  12. There was glitch on displaying an ampersand (&) on quotes. This is now displaying properly.
  13. We fixed an issue getting back to SB in the new mobile app after entering the scheduler.
  14. We fixed an issue with users being kicked back to the login on the mobile app when a server exception occurred.
  15. We fixed an issue with workorder links not working in the mobile device under specific circumstances.
  16. We fixed a bug in the quote item export when there were many tax levels with long names.
  17. We fixed an issue in the Accounting Connector related to the Invoice Note and Maintenance Note placement setting for QuickBooks Desktop.
  18. We fixed an issue in Sage when viewing receipts in the Customer Aging report. The system was not allowing you to drill down to the receipt from this screen.