Release Notes 4.4.2024
Timesheets | Report enhancements | UI Improvements | Account Hierarchy pre-work | Tech App Updates
Timesheets
- Added Clock In/Out Function
- Available to Techs and Admins
- Added Timesheets report to view time punches
- Added Payroll report to view rollup of punches
- Added support for Daily Overtime if local governance requires
- Super Admins can clock in on behalf of Crew Members if desired
- Visual shown on Tech App and Admin Portal to determine clocked-in status
- Visual shown on Dispatch Board to see at a glance who is clocked in.
Report Enhancements
- Added Location Name, phone number, and email to reports
- Appointment List Report
- Job Times Report
- Equipment Capture Report
- Commission Report
- Purchase Order Report
- Pending Revenue Report
- Sales Tax Report
- Customer Contact Report
- Customer Equipment Report
- Members Report
- Quotes Report
- Jobs Report
- Permits Report
- Revenue Report
- Billing Report
- Changed Default on Customer Contact Report to include all customers and all locations
- Added Service Address to Revenue report
- *New Report* Timesheets Report (Company --> Timesheets) shows all clock ins/outs for a specified period. Users can add new punches or edit punches here.
- *New Report* Payroll Report (Company --> Timesheets) shows all clock ins/outs for a specified period rolled up to be used with your payroll software. Report updates if Daily Overtime/ Double Time are enabled in Company Settings
UI Improvements
- A cleaner, more modern styling is being applied throughout the Admin Portal.
- Implemented pagination on the customer information page - moved Service History to its own tab. This is to support our work on building customer hierarchy.
Tech App Updates
- Improved performance in Tech App
Bug Fixes
- Squashed some bugs