Bug Fixes
Reason for update: Here’s a brief overview of all the bug fixes and small changes we completed this week. We have improved the Delete Cost and Update Cost Functions on the Finance Tab within Job Costs. Before these improvements, you were only able to delete these on the main Job Cost page. You are now […]
Lead to Sale Process Update
Reason for update: Previously, when you marked a lead as sold it would create the contract and place it in a holding area under the Contracts > New Tab. This has now been made into a two stage process. This update allows for processes that separate selling of a job and confirming the sale. At […]
Alerts on the Schedule Board
Reason for update: Previously, you were able to drag and drop and ticket in the schedule with no warning or confirmation. We have added a confirmation to include the dates and teams in order for your team to be able to double check a move before it goes ahead From the schedule page, drag and […]
Add Additional Lines on Purchase Orders
Reason for update: Previously, when you went to add a Purchase Order in Orders > Purchase Orders you were unable to add more than one line at a time. We have improved this page and you can now add additional lines to the order one after the other. To do this, head to the Main […]
Move Lead Feature Added
Reason for update: Previously, if you added a new lead to the wrong customer, or if a lead needed transferring for whichever reason. You would have had to delete the lead and set it back up in the correct lead page. We have created a ‘Move Lead’ button to make this a seamless task. To […]
