1.98

Features: 

New Work Order Types (BN-4898): We have added a new work order type called 'Invoice' for situations where no work is required, but an invoice is. This is to account for any bonuses or fees.

With this change, we have also renamed the work order type 'Quote' to 'Proposal' for consistency in wording.

We have added a new line item category in proposals and invoices called 'Credit/Debit' to handle the fees and bonuses in the 'Invoice' Work Order type. 

**Do not use this without confirming with billing/accounting due to mappings to an accounting system.

Export Work Order List into CSV (BN-2833):  We have created the ability to export the Work Order List into a CSV file from the Work Order page and the Work Order History page. This can be found at the top of the page in the Context (···) Menu. We have also move the reset columns option to the Context (···) Menu as shown in the picture below.

The CSV file will only contain the work orders based on the filters. Up to 1000 work orders can be pulled per CSV export.

Proposal/Invoice Titles (BN-4129): We have added the ability to edit Invoice and Proposal titles. When creating a proposal or invoice, there is a new field to input the title upon creation, this is not a required field and can be edited from the proposal/invoice page at any time, up until submitted/approved/cancelled.

The title will be seen by either the client or vendor once saved and sent. When converting from a Vendor Proposal to a Client Proposal, the title will transfer over. When downloading the proposal/invoice, the file name will contain the title.

The title will be searchable from the Proposal/Invoice page. The filter will need to be activated from the filter list in order to search. (BN-4895)

Trade Updates (BN-4914): We have updated the Vendor Trade options. 

1. We have renamed 'Fire Protection' to 'Fire Life Safety'.
   1. We have added the following subtrades under 'Fire Life Safety':
      1. Fire Extinguishers
      2. Special Hazards
      3. Kitchen Hoods
2. We have added a 'General Contractor' trade.
3. We have created the following subtrade under 'Plumbing':
   1. Wastewater Disposal

Updates:

Service Channel Integration (BN-4942): We have updated these work orders to use the call date as the work order date instead of using the current date/time. For any work orders that have a reassigned date, we will be using the reassigned date as the work order date. This will prevent us from automatically missing SLAs due to the date of arrival not lining up with what is stated on the work order.

Restoring Client WO# on PO PDF (BN-4948): We have temporarily restored the Client Purchase Order # in the PDF that is sent to vendors to complete work. This will help clear up any confusion with the Tracking Number taking place of the purchase order number while we transition to solely using the Tracking Number in our work orders.

Bug Fixes:

• Fixed a bug that was not clearing the PO's onsite date or updating the WO's onsite date when canceling or completing the trip. (BN-4906)
• Fixed a bug that was not allowing the Project task type in the Projects timeline to keep its task type when refreshing. (BN-4790)
• Fixed a bug that was allowing Vendor Proposals/Invoices to be created with no PO assigned. (BN-4532)
• Fixed a bug that was including deleted items in the Project Timeline. (BN-4938)
• Fixed a bug that was causing an error on the backend when creating new Tasks and Target Dates in Projects. (BN-4909)