What's New:
Web
Samsara Integration
We are excited to announce the integration of Samsara, a leading fleet management and telematics platform, into our system. This integration will empower our users with seamless access to Samsara's advanced fleet tracking and management capabilities directly from our platform.
New Job Templates Layout
Introducing a revamped Job Templates page. This new page brings enhanced functionality and an improved user experience to better cater to your needs.
Create Job Templates with Ease: The new left sidebar now features a "+" icon button that allows you to effortlessly create new job templates. Simply click the button, and a modal will open, allowing you to input the template name and choose whether to make it public for use in the client portal.
Efficient Template Management: You can now easily manage your job templates from the left sidebar. The list of templates is searchable by name and is ordered alphabetically, ensuring a streamlined workflow.
Debounced Auto-Save Functionality: The main panel now includes a debounced auto-save feature. When you update the template name, the system will automatically save the change to the database after approximately two seconds of inactivity. A green checkmark will indicate successful saves, while errors will be notified through an error toast.
Collapsible Card for Line Item Collections: The line item collections in each job phase are now grouped within collapsible cards in the main panel. By default, these cards are collapsed, allowing you to manage your line item collections efficiently.
Bulk Actions for Line Item Collections: Easily make bulk changes to line item collections using the bulk action bar at the bottom of the screen. You can either update line item fields inline, resulting in a yellow highlight until changes are saved, or click checkboxes on rows for bulk deletion, which prompts a confirmation modal.
Streamlined Sidebar Updates: Changes made in the main panel, such as updating job phase names or line item collections, will not be applied to the sidebar until you explicitly click the save button, ensuring a seamless editing experience.
Billing Maximum and Additional Fee Tables
We have added an enhancement to the Additional Fees feature that provides greater control and flexibility in calculating fees for quotes and invoices. With this update, users can now set a "Maximum Fee" for each fee line, ensuring accurate fee calculations that align with their requirements.
Enhanced Job Template Application
We have created a powerful new feature that streamlines the application of job templates to jobs, making your workflow even more efficient. This update brings a "Manage Templates" button, improved table design, and smart occurrence logic to ensure seamless integration and ease of use.
Assigning Assets to Jobs
We are thrilled to introduce a fantastic new addition to Jobs Beta - the "Assets" view, along with two new fields, "My Assigned Assets" and "Client Assigned Assets." These features enhance your asset management capabilities and streamline your workflow. Let's explore the key highlights of this new release:
Assets Tab:
Enhanced Visibility: We have added a new "Assets" tab between "Line Items" and "P.O." for easy access to asset-related information.
Three Sub-Views: The "Assets" view includes three sub-views, acting as filtered variants of the same table:
All: Displays all assets associated with the job.
My Assets: Shows assets on the job without a client.
Client Assets: Filters assets on the job that match the client associated with the job.
Interactive Table: The table within each sub-view features five columns supporting sorting and filtering:
Unit ID
Description
Type
Class
Client
Dates On Job: The new "Dates On Job" column is clickable, launching a table slide-out for Asset Dates, providing detailed information about asset association dates.
Bulk Action Support: The table supports multi-select for efficient bulk actions, with the only option on the action bar being "Remove." Selecting "Remove" updates the timer association, setting "End" to the current time.
My Assigned Assets:
Streamlined Asset Association: A new field, "My Assigned Assets," has been added below the "Assigned Crew" field and above the new "Client Assigned Assets" field in Job Builder.
User-Friendly Display: The field appears as a large container, resembling the crew field, with two lines for each asset pill - one for the Unit ID and another for the asset description.
Dynamic Pills: If there are more than two assets, only the first two are shown, with a "+ [number of additional items]" option for enhanced display.
Real-Time Timer Creation: Adding an entry to this field creates a new timer with specific properties:
No employee, start time, or end time
Timer associations with the selected asset and the job
Start and End fields initially set to match the start and end date times for the job.
Seamless Data Population: When opening an existing job, this field is populated from the new Job Associations table, retaining any assets not deleted.
Client Assigned Assets:
Intuitive Client Filtering: A second new field, "Client Assigned Assets," has been added to Job Builder.
Dynamic Display: Similar to "My Assigned Assets," this field appears as a large container, displaying assets pills with Unit ID and description lines.
Client-Dependent Options: This field remains disabled until a client is selected, and its options are filtered to show only assets with the selected Client.
Warning Modal: When changing the client, a warning modal appears:
Confirming asset clearance if users continue.
Retaining existing assets if users cancel, ensuring a new client is not inadvertently selected.
Real-Time Timer Creation: Adding or removing an entry in this field updates the timer association's End to the current date time offset.
Efficient Data Population: When opening an existing job, this field is populated from the new Job Associations table, preserving assets not deleted.
We are excited to offer you these powerful asset management features, designed to improve productivity and enhance your Jobs Beta experience. Enjoy this new functionality, and let us know how it elevates your workflow!