✨ Introducing an option to convert quotes to work orders and work orders to quotes
With this release, you can now change a 'Work Order' job to a 'Quote request' job using the “Convert to Quote” button displayed under the More section.
Also, you can change a 'Quotes Available' job to a 'Work Order' job by clicking on the 'Add Invoice' button shown in the 'Quote Received' info card.
You can convert a 'Quotes Pending' Job to a 'Work Order' job by clicking on the 'Add Invoice' button shown in the 'Quote requested' info card.
✨Introducing Pending Invoice function for 'In Progress' status Jobs
With this release, you can now send 'In progress' status jobs to the 'Pending Invoice' status using the 'Invoice Pending' button located in the Overview/Details tab.
The assigned trade will be notified via email when the job is moved to the 'Pending Invoice' status.
✨ Allowing trades to complete jobs without attaching an Invoice via the Tracking Dashboard (i.e. open weblink)
Now you can allow trades to complete jobs without attaching an Invoice via the Tracking Dashboard (i.e. open weblink), when the "Require trades to attach an invoice to complete the job" setting is disabled for the Agency.
✨ Restrictions for editing the job budget
With this release, you are restricted to edit the job budget to an amount that exceeds your 'threshold limit for job approvals', after the particular job is awarded to a trade.
✨ Introducing the 'Deactivated' tag
With this release when you view Property Details of a Property that the Tenant and/or the Owner is deactivated then, we will display the 'Deactivated' tag along with the deactivated Tenant's/Owner's name.
✨ Introducing a Toggle button to expand or collapse the Email List
With this release, now you can expand or collapse the email list for a better preview.
✨ Introducing the Reject Invoice button for the drafted invoices
With this release, you can now reject already drafted invoice details by clicking the 'Reject Invoice' button.
✨Integrating Inspection Manager application to B+A application
You are now able to access Inspection Manager from Bricks and Agent integrated and stand-alone models saving a browser tab and is the first step on the seamless integrations of maintenance and inspections.
✨Moving the 'Enable e-signature on email template' setting to the ‘User profile settings' screen
To facilitate Property Managers to access the 'Enable e-signature on email template' setting, we have relocated it to the 'User Profile settings' screen.
✨Generating the 'Summary of assigned Jobs based on status’ widget using the ‘Action performed’ date
Now we will generate the ‘Summary of assigned Jobs based on status’ widget of ‘Insights’, using the ‘Action Performed’ date
You can now easily and accurately filter jobs in different statuses.
✨ Introducing the 'deadline' for the Job search tab in the Insights
We have introduced the 'Deadline' column to the 'Job Search' table in Insights
You can now filter jobs in the Job search tab using the deadline filter
✨Display user type tag on the email’s tab
With the addition of this new feature, every email in the email tab will now include a tag (PM, Owner, Tenant, SP) indicating the user type. This enhancement allows the property manager to discern which email was sent to each user type effortlessly.
✨ Changes to the job-related emails
With this latest enhancement, when the 'Override Job Poster by Assigned PM' setting is disabled for the agency via Property Manager Settings, the name of the property manager who performs an action relevant to a particular job will be included in the system-generated emails.
✨Introducing new business rule
This new default rule will notify the property managers when the owner has not taken any action on Jobs sent for approval within four days.
✨ Displaying the accurate job posted details
In this latest release, even if the original job poster has been removed or deactivated from the system, the original job poster's name will be displayed as the job poster.
Also, the notes added by the particular property manager will be listed in the Notes tab.
✨The Inspection Manager release will be out on the 17th of August
✨ Paperless no longer via Property Space
We've decided to move the Paperless experience completely in-house and will no longer be utilising Property Space services. This means that your tenants will not have to create tenant profiles in order to complete their paperless ingoings. They will simply receive the email and a direct report link.
✨ Damage Report
We have created an easy to download report linked to any report that requires attention, such as an area with damaged or not working items. Simply download this report and have a quick to view guide for easy reference.
✨ Area Level Photos
A highly requested feature. This will be for Ingoing/Outgoing inspections of course. Area Level Photos is being released on iPhones, iPads, and the CMS.
✨ Create Inspections
Another highly requested feature. You will now be able to create your inspections from within the app as long as you have an active internet connection. Create Inspections is being released on iPhone and iPads.
✨Bugs, fixes and required background updates will also be getting released.