We are excited to announce the integration of Samsara, a leading fleet management and telematics platform, into our system. This integration will empower our users with seamless access to Samsara's advanced fleet tracking and management capabilities directly from our platform.
New Job Templates Layout
Introducing a revamped Job Templates page. This new page brings enhanced functionality and an improved user experience to better cater to your needs.
Create Job Templates with Ease: The new left sidebar now features a "+" icon button that allows you to effortlessly create new job templates. Simply click the button, and a modal will open, allowing you to input the template name and choose whether to make it public for use in the client portal.
Efficient Template Management: You can now easily manage your job templates from the left sidebar. The list of templates is searchable by name and is ordered alphabetically, ensuring a streamlined workflow.
Debounced Auto-Save Functionality: The main panel now includes a debounced auto-save feature. When you update the template name, the system will automatically save the change to the database after approximately two seconds of inactivity. A green checkmark will indicate successful saves, while errors will be notified through an error toast.
Collapsible Card for Line Item Collections: The line item collections in each job phase are now grouped within collapsible cards in the main panel. By default, these cards are collapsed, allowing you to manage your line item collections efficiently.
Bulk Actions for Line Item Collections: Easily make bulk changes to line item collections using the bulk action bar at the bottom of the screen. You can either update line item fields inline, resulting in a yellow highlight until changes are saved, or click checkboxes on rows for bulk deletion, which prompts a confirmation modal.
Streamlined Sidebar Updates: Changes made in the main panel, such as updating job phase names or line item collections, will not be applied to the sidebar until you explicitly click the save button, ensuring a seamless editing experience.
Billing Maximum and Additional Fee Tables
We have added an enhancement to the Additional Fees feature that provides greater control and flexibility in calculating fees for quotes and invoices. With this update, users can now set a "Maximum Fee" for each fee line, ensuring accurate fee calculations that align with their requirements.
Enhanced Job Template Application
We have created a powerful new feature that streamlines the application of job templates to jobs, making your workflow even more efficient. This update brings a "Manage Templates" button, improved table design, and smart occurrence logic to ensure seamless integration and ease of use.
Assigning Assets to Jobs