What's New:
Mobile User Interface
Certification Updates
Managing certifications on the mobile has several new updates. Many of these functions where limited to the Web version. We are excited to roll out this functionality for our mobile users to better serve users who manage employee and asset certifications from the field.
Distinction from a new certification versus a renewal is now identified with a Certify or Renew button. Based upon the requirements for an initial certification from a renewal, the field user can now complete these from the mobile device.
Forms that are submitted from the renew/certify certification will not auto-renew the certification
Certifications to an employee or asset can not be added from the mobile device.
Mobile users can now add an asset/employee/client/location to a certification from the Certification details page.
Work Orders on Jobs
We're excited to introduce Work Orders for Jobs. Field Services users can now utilize our Work Order tools to create non-billable activities for your internal teams. Assigning work orders and tasks to Jobs offers the same functionalities as our maintenance users, including part assignment, attaching forms to tasks, and team board allocation. Furthermore, any follow-up tasks generated while completing assigned work order tasks will be conveniently stored in a Pending Tasks view specific to the Job.
Web User Interface
Work Order on Jobs
We're excited to introduce Work Orders for Jobs. Field Services users can now utilize our Work Order tools to create non-billable activities for your internal teams. Assigning work orders and tasks to Jobs offers the same functionalities as our maintenance users, including part assignment, attaching forms to tasks, and team board allocation. Furthermore, any follow-up tasks generated while completing assigned work order tasks will be conveniently stored in a Pending Tasks view specific to the Job.
Calendar Updates
We continue to add functionality to the new Calendar view. In this release we provided quick links within the job card, where the user can edit a job and generate a quote. Providing the quick links will deliver great efficiency to our users experience within the new Calendar.