Customers now have a list of managed equipment items.
Work Order 'Worked On' items are now attached to the customer equipment list.
2021-10-27 - Changes
'Interac' is now an option for payment type on orders.
2021-10-25 - Changes
Customers can now be set as 'Do Not Work For' on the customers page.
Customers flagged as 'Do Not Work For' will now display a warning on the dispatch dialog as well as on the orders page when selected.
2021-09-21 - Changes
Assigning an order should now retain any attachments stored for that order.
2021-09-20 - Changes
When assigning a pending order from the dispatch screen, they should be given the correct status.
Direct links to orders in the 'Parts In' status should now correctly direct users to the PENDING year dropdown.
2021-09-15 - Changes
In addition to deactivated accounts, developer accounts will no longer be listed in the dispatch calendar assign dialog.
Modified user search dialog to allow for additional filtering capabilities.
Add Technician button on an order job will now exclude developer and deactivated accounts from being selectable.
Added a new order status - Parts In.
2021-09-15 - Changes
Technicians can now be added to a job more than once.
Multiple entries for a technician on a work order will now display separately on the timesheet page.
Duplicate technician entries are now prevented from appearing in the 'Assigned to' tooltip when hovering over a calendar item.
Resolved issue with changes to job technician assignment causing 'Accept' button to not display to technicians.
Updated stylesheet URLs to try to force new stylesheet download for all users.
Modified technician reference when calculating style class to use for displaying on calendar to ensure that accepted jobs show in green.
Client side order total calculation will use the correct value for the PST amount when calculating the grand total.
2021-09-01 - Changes
Added the Created Date/Time to the pending/work in progress/completed lists on the dispatch page.
2021-09-01 - Changes
Calendar should load correctly when the start of the month is in the middle of the week.
Cron schedule has been adjusted to correct for 'Next' creation dates that have already passed. Scheduling has now been activated and will run each morning at 2:30am.
2021-08-24 - Changes
Work Requested and Dispatch Information will no longer appear in the invoice PDF.
Work Requested and Dispatch Information will no longer appear in the invoice export file.
2021-08-18 - Changes
Administrators can now create recurring orders from the customers page.
2021-08-16 - Changes
The order search report will allow you to filter results by order type: All, Order or Quote
Amount Owing on quote order PDFs will now always read as 0.00
Part Picker dialog no longer shows cost values to non-administrator users.
Quote Orders emails will now say 'Quote' instead of 'Invoice'; the action buttons will now change text, as well as all instances of 'invoice' in the quote pdf and the email subject line.
2021-08-13 - Changes
Work Order "Work Requested" field has been renamed to "Dispatch Information"
Calendar items now show the job work requested data instead of the work order's dispatch information.
Work Requested on the job is now displayed in the detail information dialog when clicking on a calendar in addition to the Dispatch Information.
Technician time on a job can now be set to Regular, Overtime or Double Overtime.
Technician job time that is set to Overtime or Double Overtime will now show the clock icon on the timesheet similar to how shop time is set.
Payroll report will now report hours set as Overtime or Double Overtime on jobs in the correct columns.
Technicians should now be able to see the notes of previous jobs on an order, even if they weren't assigned to that job.
Orders can now be set as either "Order" (default) or "Quote". When printing a quote order invoice, it will display QUOTE in the header instead
of INVOICE. Quote orders do not appear on the calendar or in the pending lists.
Technician time entered into a Quote order will not appear in the timesheets or on the payroll report.
Quote Orders will no longer appear in the Invoice Export report or the exported file.
The order search report now displays the order type.
2021-08-09 - Changes
Clicking the calendar export link on the calendar will no longer open the Daily Notes edit dialog in addition to downloading the .ical file.
Resolved an issue with the addition of the time element on booked jobs causing the iCal file to not export some events.
2021-08-09 - Changes
Job hazard assessment tasks are now entered on keystroke, and the add button has been removed.
Due to changes with the task system on a job the task, hazard and plan can now all be edited inline and do not have to be removed and re-added if there are any changes.
2021-08-05 - Changes
Administrators can now add or edit one note per day, which is only visible to other administrators.
If a job in the calendar has a followup job on the same order, the date and title for the following job will be displayed in the popup footer in the calendar.
The assignment dialog will now default all time slots to 8:00am
The invoice export file no longer contains project information for line items.
2021-07-29 - Changes
Added a duplicate work requested field for every job on the work order.
When assigning a job from the dispatch calendar, user can now enter work requested data specific to that job day.
Added daily total rows to the Payroll report.
Work Orders with zero hours no longer show up on the Payroll report to match changes made to the timesheet page.
Increased Work Performed field size to 1000 characters.
Customers page now has a table for images that can be added via a new dialog.
Added a basic picture filter by file name or description to the pictures list on the customers page.
The project dialog will now allow users to attach pictures to the project.
Extra work requested field on each job will now be displayed on the Invoice PDF and the Sage Export file if not empty.
2021-07-28 - Changes
Resolved an issue preventing the project dialog from opening on the customers page.
Added a notes field to customers for general notes.
Projects can now be set to archived so that they do not appear on the customers page by default.
There is a new search feature on the customer page for projects, allowing users to filter the list by name as well as the option to show archived projects.
Technicians can now create work orders.
Archived projects are no longer loaded into the list of available projects on new work orders.
Removed customer and bill to dropdowns from the orders page to improve performance. Users should use the search and quick add buttons to select customers.
Customer quick add dialog should now save all fields and has the notes and land location fields added.
2021-07-27 - Changes
Technician name now displays on the invoice PDF and in the Sage export file.
Resolved an issue where the cell padding was not being taken into account when calculating string width, which could cause some lines to overlap on
the invoice PDF.
Site Address and PO# are now displayed in the line above the work requested on the invoice print and export.
Removed dropdown selection list from Customers page as large number of customers caused slow performance.
Technicians now have full access to the customers page.
Corrected issue caused by imported item name preventing search dialogs from loading Copper - 1/2" subcategory.
Dispatch calendar will now display two months at a time on top of each other.
Adding time manually on the timesheet will now add the time in the correct place based on the entry date.
Work Orders with zero time will no longer appear on a user's timesheet or in the export.
Added a project filter to the Order Search report so that user's can filter work orders by a specific project.
Work Order contact, address, work requested and directions fields should now be active for editing for all users.
Worked Item list is now displayed on invoice PDF and export file.
2021-07-21 - Changes
Encoding of Sage export files will now force undeclared entities to their Unicode formats so that they are readable by the importer.
The signature space at the bottom of every work order is now visible for all work order statuses.
2021-07-20 - Changes
Calendar days that have at least one job can now be exported to an Outlook ICS file format by clicking on the new 'calendar' icon within the day grid.
2021-07-07 - Changes
Customers page now contains a table of the 20 most recent work orders with notes entered into a job, along with the count of files attached to the job.
Users can click directly on the order number to open that order is a new window or tab to see more details.
2021-06-30 - Changes
Added a Land Location field to the customer form.
Timesheet entries now have the ability to specify as Regular, Overtime or Double Time.
Timesheet entries that are Overtime or Double Time will now display with a clock icon beside the time entry. Yellow clocks are for Overtime, and red is for Double Time.
Payroll report has been updated to take the entry type setting for each timesheet row in to account when assigning hourly totals
2021-06-29 - Changes
Added tax calculation and display to the order page.
On the order page, renamed total to subtotal, and created a new total field which includes the tax in the amount.
Job dates now store a time component, and this value is displayed on the calendar instead of the work order number.
Shop Time should now be able to be saved on the timesheet page.
2021-05-26 - Changes
Invoice print copy will now display 'Paid by {TYPE}' in the comment section when set to a payment type other than 'Invoice'
Added an additional filter to the Invoice Export report to further filter invoiced orders by payment type.
Payroll report now has the option to select 'All' employees, which will display each employee with time entered during the selected pay period in a separate table.
2021-05-19 - Changes
Added OK/Cancel buttons to top of part picker dialog.
Selecting a payment type other than 'Invoice' on invoiced orders will now show the amount paid equal to the subtotal and the amount owing as zero.
Work Orders now have a list of items worked on for that order with description, model and serial # fields.
2021-05-10 - Changes
Work Requested is now displayed on the work order print copy, and field is renamed from "Reason for Call" to "Work Requested" to match input.
Added text pertaining to Hazards/Controls to the completed status prompt.
Work Requested is now output to the invoice description on the print copy.
Moving orders between lists will no longer create duplicate listings in that list tab if it is already present under that list.
Pending status orders are no longer displayed on the calendar, so that when an order is unassigned it only appears in the Work In Progress tab.
2021-05-10 - Changes
'Hide Pricing' has been changed to 'Hide Cost', and will now allow administrators to hide the cost value from view. Pricing is no longer able to be hidden,
and all non-administrators are not able to view costs at all.
All orders now display a total at the bottom of the page above the signature area.
Adding a technician to an order that does not have a default rate set will no longer generate an error and cause the order page to reload.
2021-05-06 - Changes
Resolved an issue with changes to inventory display on printed invoice causing the labour totals to not be displayed.
Project edit dialog has been migrated to an includable format, and is now accessible from the dispatch dialog.
Added category and subcategory level control to the administrator rate adjustment functionality.
2021-04-21 - Changes
Resolved an issue on the dispatch screen which could cause the job list to overlap with the tab controls on the left hand side when viewing at smaller resolutions.
Added Serial # and Model fields to the order item dialog.
Order page controls will now stick to the top of the screen when scrolling down.
Added additional checks to clear signature data when creating a new order on the orders page.
Added ability to remove parts from selected list in the part picker dialog
When clicking 'Add Selected Item', if the item is already in the selected list the quantity will be increased instead.
2021-04-20 - Changes
Order Status is now checked when being changed, and will prevent invalid states from occurring (ie. assigned an order to a non-pending status with no jobs assigned)
Added cookies to the login to extend session time and prevent idle timeouts.
Added a total column to the tech table, which is also hidden by the "Hide Pricing" control.
Added logo image to invoice print.
Item search dialog now displays a plus ('+') instead of an x to select that item.
There is a new assign button on all pending items to allow them to be assigned to a date when viewing the site on a tablet.
Made a number of adjustments to the order and inventory page layouts when viewing on a tablet.
Made some adjustments to the layout of the item search dialog when viewing on a tablet.
Resolved an issue with some text causing a looping issue when trying to display a printed invoice.
Implemented a new customer search dialog for locating customers by name quickly.
Added customer search to customer and bill to fields on dispatch dialog.
Customers page now uses the customer search dialog for quick access.
Added customer search to customer and bill to fields on the orders page.
Added customer search to timesheet entry dialog.
Reassigned job order items that were using empty category duplicates to categorized item and removed the duplicates.
2021-01-26 - Changes
Administrators now have the ability to mass update pricing for all inventory items through the new Administration - Inventory page.
2020-06-22 - Changes
There is now a timesheet export report which will generate an export file to be used with the timesheet import functionality in the payroll module of Sage.
2020-06-19 - Changes
There is now an invoice export report which will generate an export file to be used with the Dynasoft Sage Importer.
Added a paid rate to each user record
Paid rates field has been added to the work orders techs table and is now set with the technician record when they are added to the ticket.
Timesheet table now has a field for paid rate which gets set when custom timesheet entries are added. Administrators are able to modify this rate in the edit dialog.
Resolved an issue that caused shop time to not be listed on the payroll report.
2020-06-16 - Changes
Added Site Address to dispatch and work order screen.
Added a new accept dialog that will allow users to modify the assigned technicians while accepting directly from the dialog.
Item search dialog now has an option to allow multiple selections.
Part picker category items result list now has a quantity field which will allow users to specify quantities directly before adding them to the picker list.
Work Performed text is now output to the invoice lines beneath the job date.
Added a notes field to every job tab on an order which does not appear on the print outs.
Order Search report now allows filtering by full or partial PO# and site address
Scheduled jobs in the calendar view are now sorted by priority, with higher priority jobs being closer to the top of the list for each day.
Created a new dialog for sending an invoice via email and implementing the server side process to create an email.
Users can now email the invoice PDF through the print button.
Order search report can now search by full or partial order number.
Resolved issues with long item descriptions causing printout pages to display incorrectly if they force an automatic page break.
Invoice print now calculates and displays GST, PST and subtotal amounts.
2020-06-09 - Changes
Set Ready to Review button on the completed tab of the calendar page has been changed to a Set as Reviewed button
In Progress orders now have a blue background on the calendar page to differentiate them from partially accepted orders.
Adding a technician to a job on the orders page will now initialize the rate to the correct amount
When selecting an order, the last job loaded is now selected by default.
Inventory and Order report links now default to opening in a new window.
Invoice PDF should be able to better handle multi-line item descriptions.
2020-06-08 - Changes
All orders can now be assigned a priority level between 1 (Very Low) and 5 (Urgent), defaulting to 3.
Technicians can now mark assignments in the ticket as accepted, which will change the background color of the job on the calendar to green if fully accepted, and yellow if accepted by only some of the technicians on the job.
Ready to Review status has been removed.
2020-06-02 - Changes
All orders now have the ability to print the order in an invoice format.
Signature dialog will no longer load the 'No Signature' placeholder image as signature data.
2020-06-01 - Changes
Site should now set the viewport state correctly for viewing at different resolutions.
There is a new part picker dialog which will allow you to select multiple parts to be added to a job. Users can browse parts by category, use the item search or add a custom item.
Active job tab is now remembered when the user saves an order and will re-display that job after save has completed.
Decimals should be working for all input fields that support decimals.
User should be able to start a quantity or price with a negative number.
Scheduled jobs on the calendar now have a popover that appears when mousing over the item which displays the assigned techs and the work requested.
Added duplicates of the Add, Custom and Search buttons to the top of the parts list on the Part Picker dialog.
2020-05-29 - Changes
Removed 'Reason for Call' from work orders
Added a 'Work Performed' text field to all jobs for technician to enter details.
Technicians can no longer set orders to 'Ready to View' or 'Reviewed' statuses.
When setting the order to completed status and above, payment type and details fields will now be displayed above the signature. The user also receives a prompt reminding them to fill in this information.
Work order jobs no longer have start and end date/times. Each job now only has a date.
Users are allowed to create new customers on the fly from both the dispatch dialog and the order screen.
Item quantities and prices should allow negative values.
2020-05-27 - Reports
Chrome browser should display the Order Search report correctly
The inventory report should be showing results again, which was no longer functioning after the introduction of the subcategories on inventory items.
There is now a subcategory filter on the inventory report, and the results are subdivided by category and then subcategory.
Technicians on a work order job now have a separate hour entry for cases where the technician may have only worked for part of the time on the job.
Technician time entry on the job is used to determine timesheet and payroll report values instead of using the calculated time based on the job start and end dates.
2020-05-26 - Work Orders
Users can now remove attachments from a work order
Attachment download links on the work order will now reference the correct file location.
All job entries should now be displayed on the Timesheet.
Resolved an issue with the item table displaying an extra column in the footer when hiding pricing.
Removing a job from a work order will now attempt to select the next available job tab.
Resolved a race condition that could cause the technician roles to become unassigned if the job loaded before the customer rates were populated.
2020-04-22 - Work Orders
Removed items from an order job should now be removed during the save process
Signatures are no longer required to save a work order as completed, ready to review or invoiced.
Users can now hide the display of pricing information with a new toggle on the order beside the status dropdown.
Cost is now hidden on the item search dialog for technicians.
2020-02-25 - Changes to functionality
Shop time can now be added to timesheets
You can now assign a project to a timesheet or work order. These can be created for each customer on the Customers page (admin only).
Cost values for items are no longer visible to technicians on the orders page.
File attachments can now be uploaded to a work order.
Jobs can now be given a name or reference number to identify or split work between multiple jobs.
2020-02-19 - Changes to functionality
Reduced text size of tabs on dispatch screen to reduce the chance of the completed tab from wrapping to a new line in some resolutions.
Saving orders will no longer complain about signature data being invalid when no signature was submitted.
Order page save procedure is now wrapped in a transaction to ensure that failures cause a rollback to the previous state.
Current user is no longer added as the default technician when assigning a pending or work in progress job.
2020-02-13 - Expanded Orders, Rates and Timesheets
Added Reason for Call and Directions fields to Work Order dispatch and form
Rates for employees can now be configured on the user account, and the work order job. These can be set up in the new admin section
Timesheets page implemented to allow for manual time entry. This information, along with the hours on the work orders, are displayed on this page as well
as used in the new Payroll report.
2020-01-29 - Development Site Published
Initial version of development site published with ability to create orders and assign jobs.
