03 Sep 2024
September '24 Release
This release includes the following improvements and new features:
- Preventive Maintenance - creation without a worker:
- Users are now able to create a new preventive maintenance without assigning a worker.
- The worker field is still mandatory when creating a new service request work order.
- Any work orders without a worker are marked with an exclamation sign.
- When a worker is assigned to a work order, the status of that work order changes to 'Scheduled'.
- Work Orders - customizable duration & actual duration: Users are now able to customize the duration of a work order:
- 2 fields are available: Planned Start Date & Planned End Date
- Multiples of 30 minutes can be used.
- When creating a new preventive maintenance, users can select the duration of its work orders.
- Both the planned start date & the planned end date are displayed in the work order calendar.
- Work Orders - Customer's digital signature & rating:
- Worker users are now able to capture the customer’s signature through the Worker App.
- The customer’s signature is displayed on the service delivery form.
- The customers are now able to rate a completed work order through the web or through the email that is sent when the work order is completed.
- Worker App - Swipe left / right: Worker users are now able to swipe left & right in order to reschedule the work order or start the navigation towards the customer property.
- Work Orders - Scheduling improvement: Users can now:
- Select the worker and the planned date of a work order through an easy-to-use pop-up.
- Calendar - Right-click functionality: Users can now:
- Use the left click on a work order to open it in a new tab.
- Use the right click on a work order to quickly change the worker or the planned date (if the status is New, Scheduled, or Rescheduled).
- Preventive Maintenance - Draft mode: Users can now:
- Create a new preventive maintenance as a draft.
- Do any necessary changes in the draft preventive maintenance.
- Publish the preventive maintenance once it is ready.
- Preventive Maintenance - Preventive Maintenance Cloning: Users can now clone a preventive maintenance created for one property to additional properties of the same account.
- Preventive Maintenance - Renewal & Service-related features:
- Users can now renew a service one by one or in bulk.
- When a service is renewed or reactivated, any preventive maintenance linked to that service will be renewed automatically with proportionally the same number of work orders as the previous duration.
- A new tab is added in the services view/edit screen with the contract history of each service.
- The services that are expiring (less than 90 days remaining) or have expired are highlighted in the services grid.
- If a service’s contract duration has expired, it becomes inactive and no activity can take place for that service (ticketing, preventive maintenance, inspections, surveys, etc.).
- A new Status filter has been added in the services grid containing the expiring and expired services.
- A new Status filter has been added in the preventive maintenances grid containing the expiring and expired preventive maintenances.
- A message is displayed on the screen of each expiring or expired service.
- An email is sent to the respective KAM 90 days before the expiration of a service.
- The active preventive maintenance records linked to each Service are displayed in a new tab on the service view/edit screen.
- Worker App - Primary & Related workers in a work order:
- Primary workers are now able to add related workers to a work order.
- The related workers are visible inside a work order in the Worker App.
- Primary workers are now able to edit or complete all tasks in a work order.
- Related workers are now able to view all tasks in a work order, but can edit or complete only the tasks assigned to them.
- Improvements have been made in the appearance & sorting of the tasks inside a work order.
- Worker App - QR code Asset identification: Worker users are now able to scan a QR code of an asset to check if that asset is included in their work order, by swiping right in the work order assets screen of the Worker App.
- Work Orders - Service delivery form improvements:
- The form and the email sent are displayed in the language selected by each user.
- Other minor improvements have been included in the form.
- Live Task Monitoring: improvements:
- ‘On the way’ status: the worker’s location and route to the work order property appears in the map, along with information about the work order and the estimated time of arrival.
- ‘In progress’ status: the worker’s location appears in the map, along with information about the work order and the arrival time.
- Various improvements & bug fixes
19 Jul 2024
July '24 Release
This release includes the following improvements and new features:
- Work Orders - Status redesign: The new statuses are:
- New - the status when the work order is created.
- Scheduled - the status when a worker has been assigned.
- Rescheduled - the status when the work order is scheduled again.
- On the way - the status when the worker is on the way to the property.
- In Progress - the status when the worker arrives at the property. This status is a merge of the previous Arrived & In Progress statuses.
- Paused - the status when the work order needs to be paused.
- Completed - the status when the work order is completed.
- Cancelled - the status when the work order needs to be cancelled - this status cannot be selected by a worker.
- New Preventive Maintenance:
- Users are now able to create a new preventive maintenance through the Preventive Maintenance screen by following the steps below:
- Click on + in the Preventive Maintenance screen
- Select the property in the respective filter
- Select the asset or assets for which the preventive maintenance will be created
- Click on the Preventive Maintenance Creation button
- Follow the next steps as usual
- The ability to create a new preventive maintenance from a Property screen has been removed.
- Users are now able to create a new preventive maintenance through the Preventive Maintenance screen by following the steps below:
- Preventive Maintenance - 1st work order date: When creating a work order, users are now able to select the date that the 1st work order of this preventive maintenance should be scheduled.
- Worker App - Voice-to-text: Worker users are now able to record text in any free-text field by using their voice.
- Worker App - flashlight in QR code scanning: Worker users are now able to open the flashlight of the mobile device while scanning a QR code.
- Worker App - ability to add a new task or SR: Worker users are now able to add a new task or a new service request through the App.
- Worker App - Work order attachments & photos upload: Worker users are now able to upload attachments & photos through the Worker App.
- Maintenance tasks optimizations: Various optimizations in the Preventive Maintenance / SR work order tasks.
- Ticketing - Attachment improvements - App: Users are now able to download all attachments from all Mobile Apps.
- Corrective Actions - Email Recipients for creation of Corrective Actions without Service: A new setting has been added that configures the users that will be receiving an email when a corrective action without a Service is created.
- Various improvements & bug fixes