New Releases Documentation

Release note – 25th January 2024

A summary of the new features: Single App replacing 3 apps (resource, manager, request). Prepopulate inspection forms with assets from site or location. Job Email Notifications on key events.  More control over who receives which emails. Forms QR Codes – Set multiple QR codes for each form.  Each QR code can be linked to a […]

Release note – 26th March 2024

Key Features & Improvements: Request Authorisations. Request can be sent to other users for authorisation. Planned Items Upload – Can upload planned items. Price Catalogue – a catalogue of services and prices to add to quotes. Sales Quotes – can now add multiple lines Forms – new question type “Display Image” Users – Set Password […]

Release note – 29th November 2023

Key Features & Improvements: Message Basket – New Messaging module for incoming emails from resources, 3rd party systems and requests. Request weblink on new request email to aid better communication on job requests between the request creator and your helpdesk using job notes Escalation Rules improvements – new trigger event “Job Complete”, plus form link […]

Release note – 16th October 2023

Key Features & Improvements: Trackplan API. Show email body for emails sent to resource for instruction and quote approval. Resource details page – can specify cc email address. Resource List – Mobile phone column added. Contractor Quotes – Delete quote and change task number. Asset page improvements. Edit job alerts – you can now edit […]

Release note – 11th May 2023

Key Features & Improvements: Reports – 6 new reports. Dashboards – Teams dashboard. Dashboards – New component “Open jobs aged profile” New look and improvements for Manager App & Contractor Portal. Users – Job Type Groups.  Restrict Job Types by User. Planned Schedules – Set expected start and complete date and job priority for jobs. […]

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