Hey guys! Hope everyone had a great week. Here are some new improvements and updates that we've done over the past few weeks. Any questions, please drop them in the blue chat box in the lower right-hand corner of the screen.
Web App:
Consultation Issues and Enhancements
Solved Issue with status on Service Tickets
Changes to the info in columns in Job Costing Screen
Added an Items View for the entire job on Job Costing Screen
Ability to add Actual Items
Added the Catalog Browser and Items Summary button to the Invoicing Screen
Implemented pagination on /api/ customers endpoint
Added an Indicator in Visits and Time section to identify the Timecard Creator
Mobile App:
Decimal key was unavailable in edit Item screen - issue resolved
Intercom Messenger was not available on some devices - issue resolved
Project Selection Screen was not reading Service Tickets' Status - issue resolved
Issue resolved with Google Maps Navigation
Store User preferences and settings so they are tied to the User account
Issue resolved with Google Maps navigating to the wrong location from Job Details screen only
400 error issue resolved on Timesheets
Implemented copy/paste to certain fields
Updated the text in the Clock Out button based on Timecard status
Added enhancements to the Item Catalog screen
Added the Status Selector on second screen of CTW for Projects
Web App
Consultation Issues and Enhancements
We were having a formatting issue in the Calendar Event for Apple Calendar. Apple Calendar did not support HTML text, so we had to switch to plain text, meaning no bold text, etc.
We added additional information to the event. We included Client Name, Phone Number, Email, and Address.
We added formatting ability in the email body that allows pasting links in text or hyperlinking text and attaching files.
Solved issue with status on Service Tickets
Maintenance/Service Tickets now will be marked as completed only when all of the tasks are marked as complete.
Projects remain unchanged and are marked as completed when their status is manually updated to Completed from the Project Details Tab or the Mobile App Clock Out Screen.
The Calendar scheduled event now shows its Completed indicator (Checkmark and Strikethrough). The Status Toggles on the Calendar Sidebar and the Status Toggles in the Invoicing Screen now work as expected.
Changes to the Info in Columns in the Job Costing Screen
The following changes were made in the Job Costing Screen:
Removed the "added by" column, instead, we now show the "added by" name inline with the Item name
We now show additional columns. Estimated dollar amount, actual dollar amount, +/- difference.
Moved the +add another button over to the left of the item name
Squeezed estimated/actual qty columns closer together
Squeezed units and billable toggle items closer to estimate/actual qty
Added in Unit Cost column so that user can still edit unit cost on each individual entry and/or adjust it in the item header to apply that cost to all entries
Added red/green logic to the plus/minus column. Green for when the actual value is less than Estimated value, red for when the Actual value is more than the Estimated value.
Added an "All Workareas" Items List on the Job Costing Screen
The idea of this feature was to create a list of all Items from all Workareas in a single view. In other words, a Master List. This view shows underneath the Tab named "All Workareas" in the Job Costing Screen.
In this view:
Shows a list of all the items, with the same logic as we have now, green if in the estimate but not in actual, red if in actual but not in the estimate
When you hit the drop-down on an item, it now shows the Visit and the Workarea that the Item entry belongs to, under the Item name.
If you add a new entry, you will be prompted to select the work area
Ability to add Actual Items
In the Costing and Analysis Screen, you can now add Items directly to the Actual side of the Workarea without needing to add it to a Visit.
*Warning: Actual Items added in this method are not yet included in Invoicing. ie: if you add Items in this method to a Time and Materials and/or Flat Rate Workarea, you will not be able to bill for these Items in the Invoicing popup.
Quoted and Unbillable Workareas are unaffected by this. You can freely add Actual Items in this method with no side effects.
Support for T&M and Flat rate Workareas will be coming soon.
Added the Catalog Browser and Items Summary button to the Invoicing Screen
The Catalog Browser and Items Summary button was only available in the Visits tab and was not available in the new Invoicing Screen. Now, the Catalog Browser and the Items Summary button are available in the Invoicing Screen also.
Optimized the Customer List for faster load times
The same optimization is coming to the Mobile App and Projects, Service Tickets, Maintenance Contracts, and Calendar Sidebar in the near future. Stay tuned.
Show an Indicator in Visits and Time section as to who was the Timecard Creator
We now display the Timecard Owner and allow filtering by the Timecard Owner.
Mobile App
Decimal Key in edit Items Screen for iOS
In iOS the number pad did not have a decimal key. We added the decimal key in the Edit Item Screen for the Customer Cost and Customer Price field.
Support Messenger was not available on some devices - Issue resolved
Intercom Messenger was not working on certain devices. That issue is now resolved.
Project Selection Screen was not recognizing the "completed" status of the Service Tickets correctly - Issue resolved
We rewired the Project Selections Screen as follows:
If a Service Ticket has any Task in it marked as complete, then it should appear on the Project Selection Screen (with the complete/active toggle turned off)
If all Tasks within a Service Ticket are marked as complete, then it is hidden from the Project Selection Screen, unless the complete/active toggle is on
Issue resolved with Google Maps Navigation
We were consistently having problems with navigation only when clicking on the Navigate Icon within the SynkedUP app. This is what was happening:
The user was clicking on the Navigate Icon in the SynkedUP app (from anywhere: Job Details, Customer, Customer Property, Project, Service, etc)
The app opens Google Maps and User begins navigation to the property
Navigation stops the moment the User turns onto the street where the Property is (but not yet fully arrived at the property). In some cases, the User is still a mile or more away from the Property.
This was due to a bug on the Google Maps side, we found a workaround by simply prepopulating the address text into the destination field. This has completely solved the issue.
Store User preferences and settings so they are tied to User Account
The User's settings were getting wiped out every time they logged out, which would cause the User to have to reset them. After this update, the User's preferences and settings are tied to their profile. Regardless of what device the User may log in on, their settings are saved and applied. 🙌
Issue resolved with Google Maps navigating to the wrong location from Job Details Screen
When clicking on Navigate from the Job Details screen, the navigation was taking you to the Customer Billing Address, instead of the Property Address. This has been updated to always navigate to the Property Address.
400 error issue resolved on Timesheets
In some rare cases, User couldn't finish clocking out after tapping Finish on the last CTW Screen, or could not submit the Timesheets from the Daily Review. This bug was corrected.
Implemented Copy/Paste to certain text
Areas that are able to be copied:
Job Details Screen: Address & Email
Job Details Screen - Customer Details: Address, Phone Numbers, & Emails
On Project, Estimate, Service, and Maintenance Screens: Address & Notes
Updated the Text in the Clock Out button based on Timecard status
When at least one Crewmember is still "Live" or "Not Clocked Out", the Text remains as is: "Clock Out"
When all Crewmembers are clocked out, and there isn't a Crewmember with "Live" time, the wording in the button will now say "Review"
Added enhancements to the Item Catalog Screen
The enhancements are as follows:
Included the Item Tags in the Search Queries
Added filtering function on the Item catalog Screen based on category.
Items display in the order in which the User defined the sorting order in their Settings
In User Settings: User can define Default Item Categories that are toggled to ON or OFF. Additionally, the User can select their preferred sorting order of all the Item Categories.
That's it for this Release. Don't forget, if you have any questions or comments, please drop them in the Blue Chat Box in the lower right corner of this screen. We appreciate your feedback. Hope everyone has a great weekend! 🙌🌞
-Steph