Features:
Set Onsite Date when Accepting WO (US-7181): Vendors can enter an onsite date when accepting a Work Order. The accepting confirmation screen now has a place to put in the onsite date, and this will be sent to the client once confirmed.
Project GP % (US-6907): The Project List and Project Details pages now will display the Project GP. The GP is calculated by the Costs and Charges of all approved Client Proposals. For full formula, you can hover over the GP to see how it is calculated.
Vendor Lookup Compliance (US-6994): Our Vendor Lookup page has received an improvement this week with the addition of a compliance search. Now you can filter out vendors that don't have a required insurance or certification.
Agents will have an additional field to be able to exclude clients that they are an agent for, that way they can filter out all vendors who are already working with their clients.
Priority Update Email Notification (US-7174): A new notification will be sent out when the Client updates the priority of the Purchase Order. This notification can be controlled in the notification configuration settings of the company profile.
The email shows the new SLA that needs to be met and all other relevant Work Order information.
Remove Download & Send Email from WO Context Menu for Some Phases (US-7179): Users will no longer be able to download or send a Work Order that is Revoked, Declined, Canceled, or in the Pending Acceptance phases.
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