All releases
January 2024 Published January 2024

January 2024 Updates

15 features including estimate, ai, intake, 6 bug fixes.

Newsletter status: Not published. Based on 31 merged merge requests. See README.md for conversion guide.

v2401.00.0 — January 2024

Features

  • Hotfix: add viewer role
  • Feature: long distance routing
  • Fix: if you fail to specify the year in the intake form, a lead is created with negative days out
  • Hotfix: in the estimate confirmation page, the select event dropdown breaks on mobile when event names are too long
  • Hotfix: new standard documents
  • Hotfix: add “Send copy to employee” config
  • Hotfix: add new “Month After Next” and “MTD Next Year” periods, fix typo
  • Hotfix: end location missing from events booked with restrictions disabled
  • Hotfix: when sending a copy of the document to the employee, the email links to the customer view
  • Improvement: add “report bug” button to error dialog
  • Hotfix: add Pandadoc variable for company name, defaults to customer name
  • Hotfix: invalid location error when booking OBEs
  • Hotfix: Add event tax total column to 3001.0 All Calendar Events
  • Hotfix: 3001 report includes cancelled events
  • Hotfix: 5020.1 Expected Revenue (Including Shared) shows incorrect shared amount

Improvements

  • Hotfix: allow users to set custom prices on charges
  • Hotfix: Allow configuring order of charges in documents pricing table
  • Use company as event title, default to customer name
  • Hotfix: adding a custom charge deletes all active unsaved charges
  • Hotfix: accountants are unable to modify events ending past the lock date
  • Hotfix: restore ability to edit bookoff
  • Improve performance of neoFilterObjectByZonesV2 with change in filtering
  • Allow events to be marked completed after the lock date
  • Hotfix: Arrival window set to 0
  • Hotfix: Estimators unable to mark locked events as complete

Fixes

  • Hotfix: invalid billing address will not show in review step of mutate user dialog, making it look like billing address is required
  • Hotfix: some charges will cause a job to become unsavable (int cannot represent non integer value)
  • Fix: zero quantity on consumable causes Pandadoc error
  • Hotfix: custom charges are missing taxes
  • Hotfix: agents cannot book off assets
  • Fix self survey links not sending