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Version 1.8.8 |
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1. Ability to print job images on job sheet
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Version 1.8.7 |
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1. Search clients by one field
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Version 1.8.6 |
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1. Xero - Ability to set ConsumerKey and ConsumerSecret of a XERO account.
2. Batch Invoice Updated
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Version 1.8.5 |
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1. Customer Login - Capture the datetime based on timezone selected from admin while creating the client contact.
2. Add Job - 'Save and Add More' button to save more than one job at the same time.
3. Edit Job - 'Add New Job' button in More to add a new job for this customer.
4. Ability to delete commission group
5. Job Central - Change All to All Active
6. Cusotmer Login - Have added company name with customer login in login page.
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Version 1.8.4 |
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1. Mobile - Ability to reject a job, sends email to admin on rejected job
2. Job Central - Needs to rename Suburb to city as per change done in option
3. Client Site - Client Site: create custom Fields. Search using thise custom fields
4. Customer Login - When new job is created from customer login it should email the admin users
5. Add Job - Add a new field called text Field Purchase Order Number
6. Add/Edit Job - Job Type: only shows the field workers which are available based on the job type
7. Email and trigger management - simple text entry for SMS
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Version 1.8.3 |
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1. Admin - Ability to turn on/off logo on print job sheet (admin/SetAdminConfigurations.aspx)
2. Ability to turn on/off filtering of contacts based on client site on job pages (admin/SetAdminConfigurations.aspx)
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Version 1.8.2 |
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1. Tag - Create Subtags
2. mOBILE: Product and services comments - Ability to trun on/off
3. Add Job - Client Site: In the drop down show the address details as well as site name, Make site name not mandatory just address
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Version 1.8.1 |
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1. ABN Field under Client Should be labeled so they under setup we can change this: Different countries will call it different things (admin/RegionalSettings.aspx)
2. Stop popup block
3. admin - Site History - Should be able to click on job number to view job details
4. Mobile - Ability to remove some of the functions from the more screen (admin/MobileEnableTravelStartFinish.aspx)
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Version 1.8.0 |
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1. Tags for product and service
2 Dashboard: Changes to add job, Select client via Ajax
3. Mobile - New interface colour
4. Mobile - Change Password option
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Version 1.7.9 |
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1. admin - job products - bug fixing (total cost at the bottom is double of what is actually selected)
2. Mobile - Ability to filter by tags (SelectProducts.aspx)
3. Mobile - Ability to add comments on a per product (SelectProducts.aspx)
4. Mobile - Uploading a photo/document while completing a job with turn on/off option
5. Mobile - ability to rename product & service heading (admin/MobileProductsServicesConfiguration.aspx)
6. Mobile - ability to turn on/off price from options (admin/MobileProductsServicesConfiguration.aspx)
7. Mobile - product listing - tick option removed
8. Mobile - list job - ability to turn on/off all job fields (admin/MobileJobConfiguration.aspx)
9. Notes adding option in contacts
10. admin - Batch invoice - stoped printing individual invoice after creating batch
11. admin - scheduler changes
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Version 1.7.8 |
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1. admin - Options - client customization - with confirmation before saving
2. admin - After adding a new customer, prompting for creating a site.
3. admin - export Job within a date range
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Version 1.7.7 |
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1. Mobile - Job field display in job description pages according to the admin settings.(/admin/JobFieldConfiguration.aspx)
2. mobile - products and service - we make it so they don’t need to tick the tick box. It just worked based on a quantity been entered
3. mobile - products and service - we have the ability to rename the headings for products or services. (/admin/MobileMainmenu.aspx)
4. mobile - showing the price in the product page according to the admin settings (/admin/MobileProductsServicesConfiguration.aspx)
5. admin - Set Currency (/admin/SetCurrency.aspx)
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Version 1.7.6 |
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1. Admin - Showing product price including GST on job products
2. Technician - Job description - field based on selected from admin (JobFieldConfiguration.aspx)
3. admin - Job History - set legend for all symbols in job history page
4. Admin - add/edit commision group, Part # column added, Displayed price with GST
5. Admin - Calendar - Ability to show/hide job field in pending job section (JobFieldConfiguration.aspx)
6. Technician - Changes in add product page (same as mobile)
7. Mobile - Ability to turn on/off 'Account History' (MobileEnableTravelStartFinish.aspx )
8. Admin - Batch Invoicing
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Version 1.7.5 |
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1. Quote related changes
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Version 1.7.4 |
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1. Mobile - If no Start or Finish questions then that screen should not appear
2. Mobile - Clicking Add Product button displays a list of products with the products already selected shown by default
3. Mobile - Removed Save Product button - Clicking finish saving the data.
4. Mobile - Search Product - One field is used which searches both product code & name fields
5. Admin - add/edit/delete/listing tags
6. Admin - Option to automatically capture start and finish time without giving a when option in mobile section
7. Mobile - Caputures start & finish time automatically depending on above setting
8. Mobile - Removed Summary Screen
9. Mobile - Added a Finish button when entering in completion notes
10. Admin - Option for displaying receipt payment in mobile section
11. Mobile - Displaying of payment receipt screen depending upon above setting
12. Mobile - When a job is finished, the status is set to finished and not completed. Completed is only when the job has been invoiced.
13. Admin - Due date is shown on left side of the schedular screen
14. Admin - When adding a client from schedular, start & finish time on add job page is being selected properly as per time selection on calendar.
15. Admin - Option for upload photo/document in mobile section
16. Mobile - Upload photo/document in mobile section.
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Version 1.7.3 |
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1. Ability to turn on/off additional info on invoices
2. New field(Expense Account Code) added in products & services
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Version 1.7.2 |
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1. Update custom fields in edit job page
2. Displaying of job custom fields in invoices
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Version 1.7.1 |
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1. Implementation of Warehouse module.
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Version 1.7.0 |
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1. Implementation of Purchase Order module.
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Version 1.6.9 |
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1. Search option in client site
2. Displaying of all the page no. at the bottom of client site listing
3. Search option in client - site - contacts
4. Displaying of all page no. in client - site - contacts
5. In add/edit job pages, filtering client contacts by client site
6. Search option in client contacts
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Version 1.6.8 |
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1. Terms of use from fieldconnect site
2. The name of the person who accepted the terms of use is included
3. Quote grouping module
4. Technician & customer portal are upgraded to new look and feel
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Version 1.6.7 |
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1. Mobile - Under New Jobs, ability to accept multiple jobs at a time
2. New options page - design change
3. dashboard - click on today and check the break based on payment type.
4. Edit job - save and close button
5. Admin - First time log in will be asked to accept terms. Saving the time of acceptance and ip address.
6. Admin - show accepted terms of use details in admin user details
7. dashboard - Jobs Invoiced today do the same for the week, month and year so they can see a running total
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Version 1.6.6 |
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1. Enable project invoicing job wise
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Version 1.6.5 |
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1. Configure sub questions for job
2. RCTI - Option for print, Email & Fax
3. Field User fields added: Tax Number, Company Name
4. Technician - ability to upload files
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Version 1.6.4 |
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1. Displaying the closest field workers is controlled via OPTIONS -> ADMIN CONFIGURATION -> ADMIN CONFIGURATION
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Version 1.6.3 |
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1. Products & Services Report
2. Client External Report - Display Total including tax rate
3. Technician - RCTI Invoices creation
4. Technician - List all jobs with documents
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Version 1.6.2 |
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1. Implementation of project invoicing payment receive
2. Admin - Quote Group
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Version 1.6.1 |
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1.Implementation of project invoicing
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Version 1.6.0 |
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1.Customer ADD/edit Job - Ability to trun fields On/OFF (OPTIONS -> JOB CONFIGURATION -> JOB FIELD CONFIGURATION)
2. add/edit job page - adding a new contact or site will make it automatically selected for that job
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Version 1.5.9 |
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1. Admin ADD/edit Job - Ability to trun fields On/OFF (OPTIONS -> JOB CONFIGURATION -> JOB FIELD CONFIGURATION)
2. New Quote Format
3. Client search results: Remove Client Code, Show Client Name, Phone, Email, Location, Custom Fields
4. Technician Portal - Ability to Remove Pricing (OPTIONS -> MOBILE CUSTOMISATION -> PRODUCTS & SERVICES CONFIGURATION)
5. Technician Portal - 'Its showing equipment when no equipment item is selected, it also asking for sub job when completed' - CORRECTED
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Version 1.5.8 |
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1. Message: A Tick box to send the message via SMS
2. Technician: RCTI Report
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Version 1.5.7 |
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1. Add job screen: adding a site should automatically select it
2. Job Audit: Displayed who added the job when its done from the customer interface
3. Quote - Displayed logo on print quote
4. Technician front screen: Displayed an icon when a document is attached to a job
5. Technician Product list: Displayed Part No.
6. Technician Product list: Displayed 50 items per page
7. Technician: Message section implemented
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Version 1.5.6 |
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1. Auto refresh calendar after adding a job
2. Client screen - search by contacts mobile phone
3. Displayed product code on job product listing
4. Option for turning on & off discount from product
5. Displayed an icon when a document is attached to a job
6. Positioned 'Add Save' & 'Close' button at the bottom of edit job screen
7. Removed mandatory site name
8. Option for search sites by site address
9. Ability to turn on & off service provider on job central
10. Ability to turn on & off Start Date, Finish Date, Start Time, Finish Time on job central
11. Schedule - included job address on the left
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Version 1.5.5 |
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1. Customer Login - Open calender automatically.
2. Customer Login - Can delete only their jobs
3. EditJob - List start questions too in question tab
4. Add Job - Ability for all day job
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Version 1.5.4 |
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1. Customer login - Can not delete appointment
2. Customer login - Show appointment details on mouse over
3. View only specific to field workers- When viewing client details have a select area where they can choose which field workers calendar they can see
4. Always open the calendar and show all fieldworkers that are linked to that customer in To day view
5. Stop them from allowing them to double book a staff member
6. In the appointments the mouse over shows details
7. They should not be able to delete
8. Contact Setup: select which contact can add jobs and which is view only
9. Ability to set a default duration for the job.
10. When they add a job we need to record in the audit trail, which user logged the job into the system. And show its from customer portal
11. Schedule: Change the mouse over's so they show data correctly (spaces) and also to display the service description field. This to be done when you mouse over on the job on the left and also on the actual calendar.
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Version 1.5.3 |
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1. Ability to going back to the day automatically after adding/editing an appointment
2. Ability to add job custom fields
3. Ability to enter date manually using keyboard in add/edit appointment
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Version 1.5.2 |
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1. Ability to set job start questions as mandatory
2. Ability to set job finish questions as mandatory
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Version 1.5.1 |
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1. listing of attached devices of a site
2. ability to attach a device with a site
3. ability to detach a device from a site
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Version 1.5.0 |
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1. Schedular display format changed
2. Ability to set default Job Date & Time from options
3. Ability to set job start and Finish time with default Job Date & Time on add & sub job page
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Version 1.4.9 |
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1. Report - All Invoices
2. Email sending from Quote
3. Calendar bug fixing in edit job & sub job
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Version 1.4.8 |
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1. No Charge Updated
2. Batch Invoice Updated
3. Customer Portal Updated
4. Javascript Error on IE8 fixed.
5. Technician Interface - Buttons reduced.
6. Job Pages - Address related fields are made optional
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Version 1.4.7 |
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1. Customer section updated
2. Quote Mail Chage for blue background
3. Quote History Updated
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Version 1.4.6 |
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1. No charge jobs
2. Technician Interface Updates - Made the flow same as mobile section.
3. Quote History
4. Quote Module Updates - Create job from listing
5. Triggers and Email Updates for all mail Content
6. Link In help manual
7. View multiple contacts from mobile
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Version 1.4.5 |
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1. Quote module restructured
2. CMS content modification
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Version 1.4.4 |
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1. Ability to add quote for new customers
2. Ability to add quote from inside customer file
3. Standard quote templates
4. Ability to add comments for quote
5. Ability to add quote number for a quote
6. Record when the quote was created, sent, approved etc
7. Quote Email - sent as pdf
8. Quote - Profit calculation corrected
9. Batch Invoice - Print
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Version 1.4.3 |
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1. Update job schedule time from Mobile section - controlled by options
2. Notes adding option in add/edit client site
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Version 1.4.2 |
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1. Call History Report - Ability to filter by client and date range
2. Call History Report - Ability to print
3. Job Type mandatory field – ability to turn this on from options
4. View customer details and service provider independently of job via a main menu in the mobile screens
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Version 1.4.1 |
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1. Creating Commission Groups
2. Attaching commission to field users
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Version 1.4.0 |
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1. Implementation of Quantity2 in all client invoices
2. Ability to turn on & off invoice logo from options
3. Modified design interfaces of technician panel
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Version 1.3.9 |
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1. 'No Charge' implementation in email invoice from edit job
2. Formatting bug fixing in client external report
3. Design changes in technician 'Finish Job'
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Version 1.3.8 |
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1. Implementation of 'No Charge' for all the invoices that go to client.
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Version 1.3.7 |
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1. Option for making a tax as default
2. Displaying of default tax name in add/edit product
3. Technician panel new jobs looks changes
4. Schedular problem fixing
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Version 1.3.6 |
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1. Displaying of device custom fields on device listing
2. Making the edit job page nicer looking
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Version 1.3.5 |
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1. Admin edit job - Clicking on tabs will save the job information of the page
2. Send .vcs file as attachment to field user when a new job is dispatched or create an appointment
3. Technician panel design issues
4. Modification in product and services
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Version 1.3.4 |
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1. Only one user can log in from one machine
2. Bug fixing in client external report
3. Bug fixing in job products
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Version 1.3.3 |
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1. Add/Edit product with an option 'No Charge'
2. Job Code add/edit option
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Version 1.3.2 |
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1. Keeping track of licensed for admin
2. Technician panel - In progress
3. Modifications in admin device section
4. Displaying of 'position' in client contact listing
5. Displaying of active jobs by default in job central search
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Version 1.3.1 |
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1. Admin - Options - Tax name entry under inventory
2. Admin - Appoint colour change for scheduler
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Version 1.3.0 |
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1. Mobile - Ability to turn on and off device question after finishing a job
2. Admin - Keeping track of licensed field user
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Version 1.2.9 |
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1. Ability to add a service provider, client site from the job
2. Mobile - Dropdown fields for date fields controlled via options
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Version 1.2.8 |
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1. Site - Add phone and fax field
2. Show service provider on the job central- if no field worker assigned then it should show the service provider in the column next to it
3. Ability to download the attached documents to the job from the technian interface
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Version 1.2.7 |
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1. Mobile - Option for selecting fieldworker and dispatch while adding a sub job.
2. Mobile - Show completed notes in finished job section.
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Version 1.2.6 |
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1. Client External Report: PDF export, change the name of the file to be setup company name then followed by what currently at done -
2. Client External Report: Select a particular client, rather than all
3. PDF Export - Heading: Company Name Monthly Activity Report (In bold as a heading)
4. Add job- Ability to setup site field mandatory
5. Techinician - Finish Jobs section completed
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Version 1.2.5 |
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1. Admin - Show equipment answers on edit job file
2. Admin - Ability to set which fields can be viewed when looking at a list of equipment items. Including view custom fields
3. Admin - Content change for sms client
4. Mobile - Add completed notes from active job menu
5. Mobile - Set Progress now/when.
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Version 1.2.4 |
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1. Admin - Device text - set it as dynamic
2. Technician - Job List
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Version 1.2.3 |
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1. Mobile - Ability to edit Completion notes under finish Jobs
2. Mobile - Ability to edit start and finish time
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Version 1.2.2 |
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1. RCTI - print/Email/Fax Invoice under user section
2. Attach site from contact and device
3. Equipment questions on PDA
4. ConnectApedia - Edit Comments
5. Drop down for Service description and completion notes: is clearing what is In the field because of the refresh - Corrected
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Version 1.2.1 |
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1. Client Sites - Attach Document, Contacts and equipment
2. Admin - Add Job - Show Site attached to the equipment
3. Job Central Search - Send SMS to Client
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Version 1.2.0 |
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1. Template Management - Ability to add a list of items that link to a job type
that can be selected when putting in the service description and also for completion
notes
2. Template Management - This needs to be done from admin but also when adding a
job on mobile and completing a job on mobile
3. Mobile Interface: - When adding a job from the mobile section: When selecting
the when time on finish a job its asking for the finish time twice
4. Mobile Interface: Completion Notes field is not coming through - Corrected
5. Mobile Interface: Add a sub Job from the mobile section
6. Subjobs: - When adding a subjob from admin- Ask a question (In that nice black
box) Do you want to copy across information from the Primary Job? Copies across
this information: Services Description, site, contact and time of the job
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Version 1.1.9 |
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1. ConnectApedia module - Termed as BLOG in the system
2. ConnectApedia module - Attached comment to Job from admin Edit job pages and from mobile view more options
3. Ability to add an appointment from the calendar
4. Alert: Send emails always comes through late at night- Change to at the time of the alert
5. Client External Report - Redesigned
6. Recipient Tax Invoice - In Progress
7. Batch Invoice - In Progress
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Version 1.1.8 |
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1. Multiple Jobs Type for Start/Finish Questions
2. Ability to add custom fields for equipment items
3. Alert Field Worker Alerts from add job
4. Servider Provider Email Sending from edit job
5. Sub Job numbers being displayed next to sub jobs
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Version 1.1.7 |
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1. Outstanding Invoice Report: Break down using filter
2. Job Sheet Configutation - Bug Fixing
3. Job Sheet Configutation - Phone & Mobile No. added
4. Service Provider Email - Displaying of phone/mobile no. along with contact person
5. Jobs per Field Worker - Show Products and Services - Show Quantity, Sell Price & Cost Price
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Version 1.1.6 |
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1. Service Provider Email Configuration From popup page while editing email content
2. Implementation of sending email to Service Provider while adding a job with the selected fields
3. Displaying of Uploaded Field Connect Logo on Admin, Customer and General User Section
4. Displaying of Service Description & Start Date & Time fields in customer job serach
5. Admin Reports - (JobsPerDrivePerMonth) Filter by Finish Date & Time
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Version 1.1.5 |
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1. Bug Fixing in Site custom field, Service Provider Custom Field
2. Upload client logo
3. Integration of new template in customer section
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Version 1.1.4 |
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1. Bug Fixing in Client custom field, Job Finish Question, User Custom Field
2. Validation of start datetime & Finish datetime of a job in mobile section
3. Bug Fixing of displaying buttons in high resolution in job central page
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Version 1.1.3 |
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1. Job Sheet - Ability to Customise the job sheet when printing. Ability to turn on and off different fields.
2. Job Central - Ability to view job custom fields on Job Central.
3. Start Job - Ability to add in questions at the start of a job.
4. Service Provider - Ability to add more fields to the email.
5. Mobile Interface - Nokia 6300 Compatible.
6. Moble Interface (When/Now) - Clicking now automatically move to the next screen.
7. Job Start Question - Controlled by admin options.
8. Displaying of Travel Start & Finish Time in admin edit job section.
9. “Needs Review” and “Money Collected” Removed from edit job.
10. “Dispatch” changed to “Dispatch Job” & “Alert” changed to “Alert Field Worker” in add job.
11. Travel Start & Finish buttons are now controlled from mobile customisation - Enable Travel Start & Finish
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Version 1.1.2 |
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1. Mobile - Modified Pages so that mobile section runs on Nokia 6300 Emulator.
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Version 1.1.1 |
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1. Add Client - When adding a client need to ask a question
'Would you like to automatically create a contact?' Yes/No
Copies: Client Name = First Name, Phone Number, Email, Mobile
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Version 1.1.0 |
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1. Scheduling - Schedule is now appearing correctly for IE 8
2. Contact person - Not being a mandatory Field when adding a job
3. Travel Start and Finish - Mobile - implementation changed
4. Report - Jobs per Field Worker - Job per field worker per month, Need the ability to filter by field worker and multiple field workers
5. Add Job - Select Client Site it does not change the address information of the job- Selection does not change address information in the job
6. Job central search list page - Buttons look changed
7. Showing current shift of the field worker in the job central page.
8. Job central - Implemented collapsable icon after "You can search by" in this page.
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Version 1.0.9 |
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1. Mobile - Now/When Working
2. Job Central - Add in search critera of Next Week and Next Month
3. Report - Jobsheet Report- Stop showing reoccuring jobs
4. Travel Start and Finish - Turn feature on an off via Admin
5. Travel Start and Finish - Execute On mobile
6. Report - Travel Start and Finish
7. Report - Jobsheet Report- Stop showing reoccuring jobs
8. Field Worker - Shift Management - Inside User file
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Version 1.0.8 |
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1. JobCentral Search - Show actual start and finish date and time
2. Mobile - Finished Job Menu
3. Job Central - 'Select all' and a count of the number of jobs
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Version 1.0.7 |
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1. JobsPerDrivePerMonth.aspx - Displayed total duration and total number of jobs for each field worker
2. Added in an option(Add products and services while adding a job?) which can be turned on or off from job finish question
3. Mobile - products and services adding option depending on above settings
4. Mobile - Start and finish Date and time for actual as well as normail date entries
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Version 1.0.6 |
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1. JobsPerDrivePerMonth.aspx - Needs to show the actual start and finish time, show a duration, Service Description, Job Type. Remove Location and order date
2. Admin - ServiceProviderslist.aspx- add in phone number in search results
5. Mobile - Select Client site from the mobile side when adding job
6. Admin - "All recurred jobs" link on account history page
7. Mobile- Needs to be finished the job, should be going into the actual start and finish time
8. Status Icons - Changed
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Version 1.0.5 |
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1. Mobile - Start And Finish - Now and When implementation
2. Admin - Name for upload documents are restored.
5. Add Job - Complete Job without selecting FieldWorker
6. Admin - Recurrence is working now
7. Service - Service for recurring jobs is installed
8. Scheduler - Saturday and Sunday included
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Version 1.0.4 |
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1. Mobile - Start And Finish - Now and When implementation
2. Mobile - Working In Nokia
3. Mobile - Show client details in non editatble text while adding a job from mobile
4. Schedule - Add a schedule job from the calender gives .net error - Corrected
5. Add Job - Client Site: DropDown, Ability to add site from the add job screen
6. Job Central - Page each 100 jobs
7. Scheduler - Reoccurring jobs on the schedule - all jobs are dispalyed on scheduler including recurred jobs(except jobs which are completed and cancelled)
8. Scheduler - Saved on a job on Schedule: Needs to refresh automatically to the page they were on.
9. Scheduler - Double click on a schedule time- showing a different window
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Version 1.0.3 |
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1. Client Site - Encrypted Alarm Code
2. Admin - Set Admin Email from Address from options
3. Error Page- Corrected
4. Admin - Client Contact - New field: Position and DOB
5. Admin - Job Central - Mouse over icons should display what the status is
6. Admin - Client Search Results - Show Custom Field Values
7. Admin - Scheduler - Show finished Jobs in Scheduler
8. Mobile - Now/When for Start and Finish Time
9. Admin - Reoccurring Jobs: End Date cant select the calendar - Corrected
10. Admin - Send job Alert to Field Workers
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Version 1.0.2 |
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1. Mobile - Reallocate job from more options
2. Mobile - Can not Update customer information
3. Mobile - Show job contact information
4. Admin - Equipment - Change Status from options
5. Admin - Equipment - Status not mandatory
6. Admin - Add Job - Add recurring directly after adding job
7. Admin - Service Provider - Add Contact Details
8. Default Location set from admin settings
9. Admin - Client Contact - Remove phone as mandatory
10. Mobile -Stop editing of company information, when clicking on a client name.
11. Admin - Job Central - Mouse over icons should display what the status is
12. Admin - Client Site - New Field: Phone number, Fax, Alarm Code
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Version 1.0.1 |
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1. Mobile - Show Site Information
2. Mobile - Show Special Instruction
3. Scheduler - Ability to select all field workers
4. Job Date - When entering in a job: If you select a date when it should change
the finish date to that new date.
5. Reoccuring Jobs - Install for new versions
6. Job - Selecting Client Site or Normal Site, Needs to update address information
on the job
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Version 1.0.0 |
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1. Mobile - Add Sub Job
2. Admin - Options - CMS Setting - Content needs to be filled up
3. Error Message Page - Design changed
4. Job Central - Open Job related popup in full screen.
5. Version Number Management
6. Mobile - Call to any contacts
7. Scheduler - Dispatch Jobs from scheduler
8. Admin - Dynamic search based on client custom fields
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