v2404.24.0 — April 24, 2024
Features
- Assign crew to events (improved dispatch and scheduling to follow)
- Jobs auto-promoted to invoice when all events completed and invoice created
Fixes
- Bug fixes for estimating tool
Data
- Historical data now accurate for 2022–2023 (some lingering document/notes issues)
v2404.17.0 — April 17, 2024
Fixes
- Fix 12003.0 report showing incorrect discounted amount
- Fix 5017 Jobs by Referral report — added inventory notes, show all jobs (not just invoiced), added job state/stage columns
- Remove “Author” from estimates page
Other
- Performance bug fixes
v2404.10.0 — April 10, 2024
Data
- All historical data now in system (5020 reports match within 2%)
Fixes
- Fix PandaDoc documents fail when user email changes (now updates DRAFT documents)
- Misc bug fixes
Report Updates
- Added “Customer” to 2001.0 All Invoices Report
- Added report 4001.8 Non-booked Estimates
- Added “end location” to 3005.0 All Charges
Other
- Add zone information and reset control to settings page
v2404.03.0 — April 3, 2024
Features
- Ability to assign Sales Agent, Author, and Estimator to job
- “How did you hear about us?” can be made mandatory per zone
Data
- KC Historical Data Import
Fixes
- Bug and performance fixes