Release Notes: Dec 2nd, 2024

Nicolas Audet
Nicolas Audet
  • Updated

Overview

This release introduces significant updates across the platform, including interface enhancements, billing system improvements, and workforce management updates. Key features include better filtering options for subscription assignments, the ability to send invoices again, and a new feature to link tickets with work orders. Bug fixes and API updates are also included.

 

User Interface

  • [Fixed] Resolved an issue that prevented users from changing GPS coordinates on an account. Archived addresses will now be excluded from universal search results.

Billing

  • Filtered Subscription Assignment
    The subscription assignment drop-down now automatically filters products by coverage area, showing only primary or available versions for the customer. Users can opt to display older, non-primary versions by toggling a new checkbox, which is controlled by a new permission under Accounts > Billing > Subscriptions > Assign non-primary or unavailable products as subscriptions.
    • Improves clarity by limiting visible options to customer-relevant products.
    • Checkbox permissions ensure better control over user actions. Subscription_Product_Filter.png
  • Re-send Invoices
    You can now resend invoices directly from the invoices view.Send_invoice.png

Workforce

  • Work Order Notifications
    Technicians can now receive an email when a work order is unassigned from them.

Tickets

  • Link Tickets to Work Orders
    Link tickets with related work orders directly from the ticket creation form or while editing an existing ticket. This integration displays key work order information within the ticket, offering a consolidated view for customer service and technical support teams.Work_order_Link_To_Ticket.png

Admin Settings

  • New Reporting Category
    Added an "Accounting" category to the Reporting page, consolidating all accounting-related reports.

API

  • New Mutations:
    API v1 now supports the following mutations:
    • createPropertyContact
    • createProperty
    • updatePropertyGroup
    • updatePropertyGroupManager
  • [Fixed] Resolved an issue where the accounts query was not filtered by account status.

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