Summary
🛠️ Enhanced Quote Cloning
🛠️ Bulk dosage active state management by brands
🛠️ Improved performance for Job lists
🛠️ Enhanced the Xero integration with the invoice items discounts syncing
🛠️ Download job/quote photos (Customer portal)
🛠️ Bug fixes
🛠️ Enhanced Quote Cloning
Now, while cloning a quote you can either create an identical quote and adjust the required attributes like contact, pool etc.
Navigate to Operations → Quotes → Open quotes.
Choose your desired quote and click the Actions menu → Clone quote.
Select the desired option from the dialogue window.
🛠️ Bulk dosage active state management by brands
You can now efficiently update the status of active dosage groups in bulk, organized by selected brands, streamlining your workflow:
Go to Setup → Chemical\Observation groups.
Click the Set Active by Brand button.
Select the desired brand(s) to activate them and streamline your management process.
This action will update the active branded dosage groups in bulk. Brands that are not selected will automatically affect the visibility of the remaining branded dosage groups.
🛠️ Performance Boost for Jobs List
We’ve significantly improved the loading time of the Jobs List, providing a smoother and faster user experience.
🛠️ Enhanced the Xero integration with the invoice items discounts syncing
The Xero integration has been enhanced to support the syncing of invoice item discounts, ensuring greater accuracy and alignment between platforms.
🛠️ Download job/quote photos (customer portal)
This feature allows customers to conveniently download photos included in their job/quote reports directly from the customer portal. With just a few clicks, customers can access high-quality images taken during the job/quote, providing transparency and detailed visual documentation of the work completed/quoted. Whether for record-keeping or personal reference, this feature ensures that all job/quote-related photos are easily accessible and downloadable anytime.
🛠️ Bug fixes and small enhancements
Resolved an issue with the discount rounding
Invoice and Quote notes now preserve ‘new lines’ in PDFs, ensuring better formatting and improved readability.
Standardised the date format within the week calendar view
Security updates