2024.40: Default Document Label , Mark Up % and Client DNE

Features:   

Default Document Label by File Type (US-7711): Uploading photos into the documents has just been made easier. Umbrava will now default the Document Label to Photo if any of the following file types are used:

• .jpg

• .jpeg

• .png

• .heic

• .tiff

• .tif

• .bmp

• .webp

• .jfif

This will save you time from having to manually input Photo for the document label for every job that you are working on.

Calculate Mark Up % based on Unit Cost and Unit Charge (US-7675): Going forward, when you input Unit Cost/Charge on Client Invoices/Proposals, the Mark Up % will automatically calculate. You can still input Mark Up %, which will calculate the Unit Charge based on the Unit Cost. Whichever is the last input (Unit Charge or Mark Up %) will hold and update the other. Existing line items were not impacted by this change and will only update when the Unit Cost/Charge or Mark Up % is edited. 

Client DNE on Create Work Order (US-7669): The first thing that most users add once a work order is created is a Client DNE. We decided to add this field to Work Order creation to save you time from having to go in once the work order is created.

Proposal/Invoice Import Improvements (US-7742): Import on Proposals and Invoices has received an update to allow you to import from other proposals/invoices within the same job. The table below shows where you can get your line items or scopes from when creating new invoices and proposals.

Trade Updates (US-7756): We have updated some the Roofing trade to be 'Roofing and Siding' and added the following subtrades:

• Siding

• Gutters

• Skylights

• Chimney

• Soffit

• Fascia

We also have upgraded the Awnings subtrade from Finishes and Fixtures to be a standalone Trade. All existing work using this trade will automatically be updated with this change.

Vendor Active/Inactive Status Display When Approving Compliance (US-7745): We have updated the display of Vendor names when you approve compliance items submitted to you. This will show if a vendor is active or inactive to help you update the status of the vendor upon approval.

Document Pages Empty State/No Results Update (US-7758): We've updated the design on the empty document pages and the no search results page.

Bug Fixes:       

Add Note Modal typing delay (US-7713): We have made some optimizations to the Add Note modal to cause less strain and increase speed when adding a note description.