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Order forecasting

When carrying out works for a customer you'd like to be able to forecast margins on that job. We've added a forecasting feature to make this easier. With the forecasting feature you can view your margin per job before you start the work. We're currently working to get...

Advanced search in workers list view

More options have now been added into the advance search fields of the Workers list view. Now you are able to search for workers by a supplier field and if there are assets that have been associated to a worker, there is now a column available indicating which assets...

Set pay rates for individual fieldworkers

We have now added in the option to add user pay rates on an individual level. Previously, rates were only stored on a task level (being the most basic or generic level) and then more specifically on a client, project and supplier level. When adding in the user pay...

Form status – Required for timesheet

A new feature has been added into the form builder which when enabled, makes the form mandatory to complete prior to the worker submitting a timesheet. If the form has not been completed and submitted, the worker cannot submit a timesheet at the end of the day. This...

Apply different item rates per task

When adding assets, you have the option to add item rates. Before you weren't able to overwrite these rates per order, now you can. In order tasks, chargeable item rates can now modified within an order if needed. This will override the original rate set up and this...

Document Archiving Updates

We have now added a document archive to the following modules: Clients Projects Suppliers Assets Workers Now, when any documents for the above modules are updated, it will automatically create an archived copy of the previous document. This can be seen to the right of...

Zoom in on Resource Timeline

We have added a few new functions to the resource timeline. Because of customers experienced the timeline to be hard to use when they scheduled a large amount of workers and assets, we made the columns expandable and have added a zoom function. With the new standard...

Quick Allocations via Resource Timeline

We have now added in more functionality to the resource timeline, allowing you to place a quick order against a worker, asset and even allocate a team! Perfect for when you receive a last minute order request or want to get the fundamental details out on the go. When...

Custom Form Builder Updates

Recently we have made a few changes to the forms module. Once a form has been published and results have been submitted, it is now not possible to delete any questions from this particular form. Questions can still be added and edited but cannot be removed. This is so...