Private Notes -
The private notes for services have been moved from the notes tab to the detail tab.
Plant Matching -
Corrected an issue preventing the search functionality of the 'Find a Better Match' button in the costbook for plant cultures.
Right click to paste -
Corrected an issue that was not registering a change when pasting using the right click menu into the SKU and Costs text boxes for Plants and Materials in the costbook.
When adding a material or plant to a construction estimate, unchecking Add as Kit will now correctly enable the kit dropdown.
Importing CSV files -
Importing plants and materials in settings will now allow uppercase file extensions.
Searching contacts -
Fixed a bug that prevented searching on the contact list page when you did not search on page 1.
QuickBooks Integration -
fixed some small bugs
Saving construction estimates -
Resolved an issue preventing saving construction estimates after setting the designer or estimator to Unassigned.
Opportunity List Report -
Changed the column name of the Opportunity List report from Referral Name to Source Detail.
Routing filters -
Corrected an issue for crews in multiple divisions on the routing page filter.
Change Order General Conditions -
When General Conditions of a Change Order are manually overwritten the changed General Condition values will now be shown when the edit general conditions dialog is re-opened.
Mobile App time picker -
When editing a clock in time on iOS, tapping on the outside of the popup will no longer close the popup. A Cancel button has been added to close the popup without changing the time or date.
Sales tax on Work orders -
When an existing sales tax exists on a work order and the rate has been updated, the existing rate will be used instead of the new rate. When opening the detail of an item in the advanced section, the actual purchasing tax rate is now shown when applicable.
Work order pricing -
Corrected an issue where adding an item to a work order after the budgets have changed would show the new budget percentages for overhead, profit, warranty and labor burdens instead of the values already saved to the work order.
Visit connected to route occurrence -
When using the timesheet search functionality to add a visit that is already on a route occurrence, a dialog will now prompt you to detach the visit from the route occurrence.
Adding plants to kits -
Fixed an issue when adding a plant to a kit, the plant name was not using the configuration settings for name formatting.
Work order notes -
Fixed an issue that would cause notes to be lost on a work order when multiple note sections were active and the done button for one of them was clicked.
Work order taxes -
Corrected an issue for Sales and Purchasing taxes for Materials and Plants when being added to work orders as well as fixed an issue preventing labor being added to plants on work orders.