Please note, this update has been re-released, after being temporarily removed for further development.
We made some changes to job templates, following feedback received from the initial release.
We apologies for the delay and any inconveniences this may have caused.
New Additions
- Job sheet templates:
- Job sheet standard faults have been upgraded to templates
- The completed job sheet can now be templated and applied to new jobs
- You can set up or edit or job sheet templates in Module > Jobs > Templates
- Job sheet templates will also be available in Clik Remote update v6.1.15 - CSV column mapping:
- You can now map the columns to the fields in Clik Service and save the configuration so it can be used again. See how to set up CSV templates here.
- We are already working in adding new more modules to importing data, including quotes, job sheets and contracts
Improvements
- The job list and engineer schedule refresh will now save so you don’t have to enable it every time you log in
- You can now set which days a user is on furlough if part-time
- Added base and sell price to supplier report
- Added classifications to invoice item report
- Product code added to invoice/credit item reports
- The supplier of a material item on a job now will match the PO or PI it has been linked to or created from
- Responsible user list now appears in alphabetical order
- Improved the loading speed for job lists
- Standardise sum total across job item report
- Standardise default date ranges in CRM activity vary to 3 months
- Updated the staff calendar dropdown
- Sync upgrade is now on by default for new databases
Bug Fixes
- We fixed a bug that could cause Clik Remote licences to disappear
- Job copy will now copy everything from a job sheet
- We’ve fixed the equipment site import
- We fixed the invoice address not changing when a job is created through Sites > Activity
- We fixed the system settings not saving
- Fixed an issue that caused a site CSV import to add the email to the mobile field
- We fixed a bug that caused Clik Service to crash when trying to import an open CSV file
- Fixed an issue when raising an invoice from a job wasn’t using the invoice address of the job address
- Fixed an issue when raising a job with items from a PO or PI or linking to an existing job and then selecting a customer wasn’t considering if the customer has a mark-up defined in CRM > Financials
- Creating new equipment items from the library will now set the category correctly
- Sage 50 product import will now import products as stock and include the stock count
- Fixed an issue where linking PO to existing PI had no date range filter/s for the current supplier
- We fixed an issue where Xero account codes were only generated for the new records if they are marked as a customer
- Fixed sort order on a job template action list table
Comments
0 comments
Please sign in to leave a comment.