2025.02: High Priority and Improved Previews

Features:    

New Priority Category - High (US-7870): You can now create new priorities for your Work Orders with the 'High' category. This category is intended to be the middle ground between Standard and Emergency. These priorities can be added in your company profile or in each individual client profile.

New Proposal Types: Back Charge & Change Order (US-8051): Proposals can now be created or edited to have the new 'Back Charge' type. The 'Change Order' type has been made available for all companies in Umbrava.

Subtotal Column on Proposals & Invoice Lists (US-8008): A new column for Subtotal is now available in all Proposal and Invoice lists. This column can be added to your lists from the column chooser. You can filter and sort the lists by the money value that makes up the subtotal.

WO Document Preview Improved Navigation (US-7859): Work Order document previews have been given an update to improve the user experience. The previewer now covers 2/3rds of the document list, and lets you see where you are in your documents. You can use the ← left arrow key to go up a document in the list and the → right arrow key to go down a document in the list. Going through the list this way will automatically preview the selected documents. If you're previewing a PDF with multiple pages ↓↑ up and down will scroll through the pages of the PDF.

All other document pages have also been updated to improve how you can scroll through your previewed documents as well.

Bug Fixes:       

Selecting None for Platforms in Create Client causes an error when selecting Create (US-6932): We fixed a bug that was causing errors when re-selecting the 'None' option when creating a Client

When taking action from doc preview, the preview clears (US-7806): The document preview will now persist showing the preview when being shared or downloaded from the preview buttons.

Different time zones causing artificial gap in Vendor's Ins Compliance & triggering deactivation (US-7984): Creating a compliance item for a vendor in a different time zone, and the vendor renewing the compliance item from a different time zone would create an artificial gap in coverage due to the time zone differences. We have updated the way that the deactivation date is calculated in order to cover the gap that was being created.

Types do not show in Add Vendor Proposal on WO (US-8071): We fixed a bug that was causing types to not appear when creating a vendor proposal in Work Orders.