✨Enhancements to recurring job posting flow
We have redesigned the entire process of posting recurring jobs to make it easier for you to create and manage recurring jobs.
Now you can easily post a recurring job by following the below steps:
Select the recurrence type
Select the first recurrence due date
Select the trigger work order no of days prior
Select the recurrences using one of the following options.
Number of recurrences or setting no recurrence end date
✨ Facility to filter Jobs for the Deactivated Properties
With this release, now you can filter jobs relevant to deactivated properties using the 'show deactivated properties' checkbox provided in the Advanced Search.
✨Ability to upload documents to a trade profile for organisation use
You can upload documents to a trades profile, which can be viewed by the property managers of your agency.
Navigate to a trades profile and click on the “edit” icon next to the “Documents” section to upload documents related to them. Once the documents are uploaded, click on the “Save” button.
✨ Displaying Pending Approval trades under “Your Trade” in the Job posting flow
When you post a Work Order or Quote request job, you can view/search the trades that are not approved.
✨ Ability for Property Managers to switch jobs from Paid to Warranty
You can now switch a job from 'paid to warranty', the switched job will be approved automatically. Also, you can view the “Switched to: Warranty“ tag under the job overview/details section.
✨ Displaying the Agency Address in Work Order
The agency address is now visible in the work order.
✨ Introducing the “Opted Out” tag
To easily identify trades who have opted out of receiving emails, we now display an "Opted Out" tag when composing emails via the 'New Email' section.
✨ Display a message indicating the assigned trade has not created a profile
We have introduced restrictions on the 'Approve Invoice' and 'Add Invoice' functions if the assigned trade does not have a profile in the trust accounting system.
Once the trade creates the profile in the trust accounting system, you can continue with the Invoice approval process.
✨View maintenance requests created during an Inspection
After the creation of an Inspection Manager related maintenance request, you will now have the ability to see the same job in the "Inspection drafted" section.
Also, you can view the 'Inspection drafted' tag in the Overview/Details tab of the particular job.
✨Introducing the 'Issue Resolved' Tab in the Property Detail View
We have now introduced the 'Issue Resolved' tab to the Property Details View which allows you to identify the troubleshooting guide usage of tenants when posting maintenance requests.
✨Introducing a New Urgency Type for Tenant-Posted Job Automation Rules
This feature enables Lead Admins to create new Job Automation rules for "Tenant posted" jobs with the urgency type set as "Emergency."
✨Introducing the finance email and the invoice disbursements email
Now you can define a finance email address for the organisation via General Settings under Agency Configuration, by enabling the “Enable daily Invoice summary email “ setting
Upon enabling the above-mentioned setting, the system will automatically send an Invoice summary email, along with the corresponding Invoice attachments, to the designated finance email at the end of each day.
✨ Enhancing the Job search widget in the Insights
With this improvement, we will display the jobs relevant to each assigned property manager in the job search widget in Insights.
✨Minor enhancements and bug fixes.