2025.05: Convert Work Order to Project

Features:    

Convert Work Order to Project (US-8038): Sometimes a Work Order grows bigger than it should, and needs to be converted into a Project. We've added the ability to convert the Work Order directly into a Project. To convert, go the to the context menu at the top right of the details and select 'Convert to Project'

During conversion, you will have the option to include Notes and Documents. This will pull all currently existing notes/documents from the Work Order into the new Project.

All future notes/documents will automatically be added into the Project from the Work Order. The Work Order and Project will have a link between them to easily navigate between the two.

Auto fill Bill To upon Converting a Proposal to Invoice (US-7988): We've made an improvement to the conversion from Proposals to Invoices. Now the Bill To will auto-fill when there is only one Bill To or if the Bill To matches the information in the Attention To.

Change IVR Flow to use Vendor ID (Tenant#) (US-7799): We've adjusted the way the IVR works when calling in to check into a work order. A few months ago we added a Vendor ID # to the top of your Work Order PDFs on page 2, and this number will now be needed to clock into your work order via the phone. This number can also be found on your company profile at the top of the screen.  The IVR will also prompt you to confirm your input numbers to prevent accidentally clocking in or out incorrectly.

Bug Fixes:       

Auto Dispatch on Add PO:  Auto Dispatch Vendor auto-fills when a PO already exists (US-7366): We fixed a bug when assigning multiple Purchase Orders on a Work Order that was pre-filling the vendor line with the set auto-dispatch vendor. The auto-dispatch vendor will only pre-fill on the creation of the first Purchase Order of the Work Order.