💡 We made some improvements that will surely optimize the planning portion of your day
🚒 A few bugs have also been fixed.
⚙️ IMPROVEMENTS |
Job vs Project
You now have the option to choose your preferred terms between a Job or a Project, and the app will adapt itself to your preferences.
You can configure this under Settings / Company / Preferred Terminology.
Pipeline
The Pipeline, that was still hidden in the Jobs section, is now part of the main menu for easier access and configuration.
Quotes Renewal
There are two new options in the Quotes Renewal process, which allows you to better control the generated quotes, and will make it easier to have different templates for the diverse scenarios of quote you might have:
Keep existing notes
Keep existing terms and conditions
By enabling these, the newly generated quotes will preserve the Notes and Terms and conditions of the previous Quotes, instead of always using the Notes and Terms from your Settings.
Multiple Captures per Station
It is now possible to enter multiple captures per Station, inside the Work Order Zone/Stations section.
This will allow greater flexibility when entering your captures data.
Grid Exports
The export features have been removed for non-admin users.
🔧 FIXED BUGS |
We've been actively addressing and resolving various bugs! Our team will promptly notify affected customers once the fixes are complete.