Recent Software Changes
Cloud Application
| Publish Date 03/12/2023 |
Admin App - Enhancement : Subscriptions grid colour coded to indicate accept, rejected and sent for acceptance. |
Admin App - Enhancement : Subscriptions signature popup enhanced to include all acceptance details. |
Admin App - Enhancement : No Service entry in Installation Activity form auto populates date due , start , end date and time and ref. |
Admin App - Enhancement : Service entry in Installation Activity form auto populates start & end date and time and ref. |
Admin App - Enhancement : Address Sync added to New Job. Call and Quote forms. |
Admin App - Enhancement : Add New Device / Kit selector button to Installation components form. |
Admin App - Enhancement : Add Default View Save button in Timeline, store and recall during New Appointment flow & Timeline load. |
Admin App - Enhancement : Increase Description to max length in New/Edit Job, Call, Quote & Appointment. |
Admin App - Enhancement : Increase Description to max length in New/Edit Job, Call, Quote & Appointment. |
Admin App - Bugfix : When saving a charge, components not getting added for all items marked as additions |
| Publish Date 28/11/2023 |
Admin App - Enhancement : Quotation Processing added including Word Merge, Email and Cloud Storage AutoFiling |
Admin App - Enhancement : Reports stored on the Cloud File Manager when sending by email. |
Admin App - Enhancement : Purchase Order details added to New Appointment Flow |
Admin App - Enhancement : Multiple Installation Events viewable from Installation Drop Down |
Admin App - Enhancement : Quote Clone feature added |
Admin App - Enhancement : Various Quote Flow enhancements for row selection and acceptance flow monitoring |
Admin App - Enhancement : Address Sync Added to multiple modules containing Customer contact information. |
Admin App - Enhancement : Vehicle Tracking Integration added to Tracker Pro |
Admin App - Bugfix components not created on saving Jobs Charges |
| Publish Date 17/07/2023 |
Admin App - Enhancement : New Diary Integration feature allowing activation of third party diary integration including Google, Outlook and all other diary systems. |
Admin App - Enhancement : Diary Integration feature- all Timeline appointment creation, movements and cancellations reflected into third party diary application. |
Engineer App - Enhancement : Diary Integration feature- all Timeline appointment creation, movements and cancellations reflected into third party diary application. |
| Publish Date 04/07/2023 |
Engineer App - Enhancement : New Item dynamic Item Test grid feature allowing test results across any questions defined in the admin cloud app to be captured. |
Engineer App - Enhancement : Picture Gallery enhancement in Item Test allows multiple pictures to be captured for each test row. |
Engineer App - Enhancement : Item test selector added to new Appointment form within new sub-section for Test Results. |
Admin App - Enhancement ; Item test selector added to new Appointment for form within new sub-section for Test Results. |
Admin App - Enhancement : Components tab in Installation record added Show/Hide Layouts & Clone record, |
Admin App - Enhancement : Components tab in Installation record added Assembly Load/Save split button function. |
Admin App - Enhancement : New Component form in Components Tab - added dynamic creation of new Device and Device Type. |
| Publish Date 19/06/2023 |
Admin App - Enhancement : New Item Test Editor added to Admin menu allowing Item Tests (Engineer component test grids) to be created, added and edited. |
Engineer App - Enhancement : Key Device Description added to the Appointment Listing. |
Engineer App - Enhancement : Quick Link added to Installation view detailing Service History and Components for any Installation. |
| Publish Date 09/06/2023 |
Admin App - Enhancement ; New Test Result Set Editor added to Admin menu allowing Test Result Sets (Engineer Tick-lists) to be created, added and edited. |
| Publish Date 27/05/2023 |
Admin App - Enhancement to Installation view now allowing all Jobs, Quotes, Calls and Appointments to be viewed, printed and edited from Installation expand node. |
| Publish Date 26/05/2023 |
Admin App - Enhancement to Gallery feature allow Job, Quote and Call items to be added to all jobs and added to installations, plus label and settings now editable. |
Ad min App - Enhancement to Gallery feature allows picture flag to be set to Add to all Jobs to share with all Jobs and Appointments. |
Admin App - Enhancement to Service Levels - System Type drop down now auto complete suggestions includes all Installation and Service Levels disciplines. |
Engineering App - Enhancement to Gallery feature allow Job, Quote and Call items to be added to all jobs and added to installations, plus label and settings now editable. |
Engineer App - Enhancement to Gallery feature allows picture flag to be set to Add to all Jobs to share with all Jobs and Appointments. |
| Publish Date 19/05/2023 |
Admin App - Enhancement to File Manager adding Source metadata, recording Job, Call, Quote, Install and App Id removing standard folder structures. |
Admin App - Enhancement to File Manager additional source column added, columns made searchable and sortable. |
Engineer App - Enhancement to File Manager adding Source metadata, recording Job, Call, Quote, Install and App Id removing standard folder structures. |
Engineer App - Enhancement to File Manager additional source column added, columns made searchable and sortable. |
Engineer and Admin App - Enhancement Multi Select for Show and Hide Customer/Engineer Flags enabled |
Admin App - Enhancement Company Default Settings in Admin menu for Show Engineer and Show Customer File sharing added affects files in Engineer/Admin Apps. |
Admin App - Enhancement Default Device Lookup Style Option in Admin menu to show single column filter list box for smaller phone screens affects Engineer/Admin Apps. |
| Publish Date 06/05/2023 |
Admin App - Enhancement to Subscription Send Process. Now saves and displays the contract send date. |
Admin App - Enhancement to Subscription Contract. Now allows email template edit, save & recall. |
Admin App - Enhancement to All Email Templates. Now displays email template in revised html editor retaining carriage returns/html elements during merge process. |
Admin App - Enhancement to All Project Planner. Includes a new filter row to search for milestones and activities. |
| Publish Date 03/05/2023 |
Admin App - New Appointment Form re-organised to place Non Compliance section at foot. |
Admin App - New Appointment Form and New Job Form changed to allow all job types for for customers with or without an Installation. |
Admin App - New Appointment and New Job Search filter changed to select row on first column Select button with removal of Form Select button |
Admin App - Bugfix - Script save and recall fixed in Statistic Reports dialog |
Admin App - Enhancement - Dialog to inform user to integrate matching email address of service with user added. |
| Publish Date 02/05/2023 |
Admin App - Xero Integration enhancement - quantity upload changed to 2 decimal places. |
| Publish Date 30/04/2023 |
Admin App - New Appointment Form enhancement : + Sign added to allow dynamic creation of New Other Categories. |
Admin App - New Appointment Form enhancement : Closed Switch added to foot of form so an item can be created and closed in one session. |
| Publish Date 27/04/2023 |
Admin App Devices Record Form changed to allow Labour Item to be flagged as an obsolete device |
Engineer App Charges Tab Device and Device Type added + signs to allow dynamically adding a new Device or Device Type. |
Three column combo selector enhancement for Devices in Engineer App Charge Tab to enhance selection |
| Publish Date 24/04/2023 |
Additional Day view added to Timeline on Admin and Engineer Apps |
| Publish Date 19/04/2023 |
Category field added to Engineer record Screen allowing engineers to be added to many categories |
Category selector added to Timeline Form in Admin App and in Engineer App allowing filtering of Engineers based on category. |
| Publish Date 15/04/2023 |
Changes to Admin Statistics Module calculation to include any Jobs tagged as" Include in Faults Stats"within False Alarm Stats |
Admin App Complaints Stats changed to ensure same total in each discipline report - All Complaints |
Admin App Fault Stats changed to dynamically calculate compliance based on first visit or By Appointment Flag. |
| Publish Date 10/04/2023 |
Enhancement in Admin Charge screen - change selection of Device and Device Type to multi column filtering combo box |
Enhancement in Admin Charge screen - allow quantity to 2 decimal places |
Enhancement in Admin Charge screen - allow dynamic addition of Device and Device Types using the orange + button |
Enhancement in Admin Charge screen - allow data to be entered into the Installation section for all Jobs and Quotes |
| Publish Date 08/04/2023 |
Eng App Enhance Item Testing grid - Location, Device Make, Model & Serial Number fields added. |
Eng App Enhance Item Testing grid - Description Changed to Include, Zone, Location, Device Type, Device Make, Model & Serial Number for easier identification. |
Eng App Enhance Item Testing grid - Layout change, saving & recall enabled allowing user to add, remove, edit, move columns , make grid continuous or ellipses expand. |
Bugflx to Test Result Set Preview - correct pagination after Memo box , was including next question on same row. |
| Publish Date 04/04/2023 |
Admin App Enhancement - New Device Type Module added in Admin Menu. |
Admin App Enhancement - New Device Module added in Admin Menu. |
| Publish Date 30/03/2023 |
Customer Merge feature added to the Customer Module |
Gallery feature added to the Installation Module to store images relevant to each Installation. |
| Publish Date 28/03/2023 |
Add enhanced Work Week view to Engineer and Admin Cloud Apps. |
| Publish Date 27/03/2023 |
Add merge template feature for all reports including create & edit and merge on email send in admin/engineer app. |
When there are no favourites for the module in question, do not show favourites as default, show all reports - all modules in admin. |
Disable password viewing , user adding and user editing for Admins, making these Manager reserved tasks in admin app. |
Errors in User User Form resolved with inconsistency with scrollbars in admin app. |
| Publish Date 23/03/2023 |
Search feature added to the Engineer App allowing previous Appointments based on Job, Appt and other fields. |
| Publish Date 21/03/2023 |
Monitoring Type from System tab in Engineer App not saving to Installation Comms Tab. |
ID Key field error message being displayed in Project Gannt during Add Item. |
Service label to display service and service cycle in Engineer App hidden when no value. |
| Publish Date 20/03/2023 |
Hide All and Show All function in Grids ceased to work since base software upgrade - fixed - admin cloud app. |
When creating an appointment in the monthly Timeline views change of the default to 1 hour the same day start and end (currently 24 hr appt.) - admin/eng cloud app. |
After running reports, the background list of records is reduced to 4 records - fixed admin cloud app. |
Show the Integrate Email for every row in Users menu. When no email display “Update user record with an email address before email integration” - admin cloud app. |
In Job, Calls and Quotes set the initial filter on load to Open and Installations to Active - admin cloud app. |
| Publish Date 12/03/2023 |
Email integration enhancement added for all third party email providers including Gmail, MS Outlook and MS Office 365 added to admin and Engineer Apps. |
Additional enhanced Month view added to admin and Engineer Apps. |
Email signature add/edit view added to Admin Cloud App. |
System Type (Purpose) field added to Timeline Tooltip. |
Favourites setting and filter added to all Print Selection screens in Admin Cloud App. |
| Publish Date 04/03/2023 |
Preview icon added to Engineer and Admin App for Test results allowing user to preview selected Test Results on select and before save. |
New style drop down added in Engineer and Admin Cloud Apps allowing Test Results from any discipline to be searched for and selected. |
New Report Suite added in Jobs. |
Engineer Dashboard changed to hold first 2 columns fixed on scrolling. |
Minor visual changes to suit Admin and Engineer App in certain form factors - send email button labels. |
Fix added to resolve visibility of Scheduler in Engineer Web App on first load in mobile form factor. |
| Publish Date 26/02/2023 |
New Projects module enabling Project plan creation and management. |
| Publish Date 21/02/2023 |
Enhancement to Appointment Booking form with the addition of a preview button to view the Engineer Check List upon on selection. |
Change to Installation Selection Form moving the record select button to first column. |
New Report Suite uploaded. |
| Publish Date: 20/02/2023 |
Enhancement to New Job and New Appointment (Admin Cloud App); Install Ref required for any Job Type except Standard & Install Ref always on show. |
Fix to Monthly View when +Return Visit In Engineer App from Next process ; Single click spanned two days. Now fix for half hour same day. |
Fix to Customer Web App. Files in filing cabinet were not loading in the lightweight file viewer on double click. |
| Publish Date: 19/02/2023 |
Deletion of Jobs Calls and Quotes changed to ensure any pictures, signatures and test results are deleted. |
Enhancement to New Job and New Appointment to prompt for Installation Ref when saving if the Job Type requires. |
Additional Tabs added to Installations, Jobs and Quotes ; Communications, Memo and Specification. |
| Publish Date: 10/02/2023 |
Drag row enhancement in Installations, Job and Quote allowing reorder by drag and drop within Charges and Components. |
Key Device Quick Icon added to Charges and Components within Quotes, Jobs and Installations. |
Sequencing added to Charges and Components within Quotes, Jobs and Installations for Test Sequencing. |
| Publish Date: 07/02/2023 |
Statistics Module added to the Admin Cloud Application containing graphs and data for UKAS accreditation. |
Cloud App API created to schedule nightly CRON job auto calculating all statistics at 12 midnight each day. |
Stats Module feature enhancement added to include print and email of Statistics |
| Publish Date: 16/01/2023 |
To Do module added to the Admin and Engineer Cloud Applications. |
Alerts Added to the Admin and Engineer Cloud Applications indicating unread To Do Items |
A range of enhanced quick action features added to Engineer and Admin Cloud Apps to re-allocate and reschedule ToDo items. |
A new Engineer Scorecard added detailing Outstanding Timeline and To Do items for all users. |
Quick Link Icons added to engineer scorecard showing Outstanding Appointments and Overdue ToDo items. |
Quick Link schedule buttons added to main dashboard for Unscheduled Jobs |
| Publish Date: 17/12/2022 |
Enhancement to Subscriptions adding Cancel feature with Installation and Subscription visual indicators |
Installation and Subscription visual indicators added to show Cancelled Subscriptions |
New Service Invoice view added raises invoice for Subscriptions |
Subscription Invoicing added to Subscription Views. |
New feature - bulk installation activity entries can be entered within the Subscription Activity Grid |
| Publish Date: 17/12/2022 |
Enhancement to the Cloud File Manager adding engineer and customer file view settings. |
Customer and Engineer Apps restrict files on view and loadable in the Cloud File Manager based on new file view settings. |
| Publish Date : 06/12/2022 |
Enhancement to capture By Appointment & by Appointment reason for Fault jobs added to Engineer and Admin Cloud Apps. |
False Activation data capture added to Engineer Cloud App to make the stats process an integrated flow. |
Job Type and By Appointment Flag added to Jobs Module grid. |
| Publish Date : 03/12/2022 |
File Viewer added to Cloud File Manager to load and view documents in all three Cloud Apps; Admin, Customer and Engineer. |
| Publish Date : 16/11/2022 |
Custom Categories can now be created for installation types in Customer and Engineer Apps. |
| Publish Date : 06/11/2022 |
Send booking details to customer by email feature added to Engineer and Admin Cloud Apps. |
| Publish Date : 0 3/11/2022 |
Disabled save button press while processing to prevent multiple auto email dispatch on job close in Engineer App. |
Changed Timeline to include full 24 hour range in admin and engineer cloud apps. |
| Publish Date : 01/11/2022 |
Quick Close in Jobs, Calls and Quotes now triggers an option to close all open appointments allowing quick way to close all elements. |
Quick Close icon added to Appointment details list. |
Quick Close icon added to lists and status field added to record edit to allow Admin side closure in Jobs, Calls & Quotes modules. |
| Publish Date : 31/10/2022 |
Quick Close icon added to lists and status field added to record edit to allow Admin side closure in Jobs, Calls & Quotes modules. |
| Publish Date : 29/10/2022 |
Gallery changed in Engineer and Admin Cloud Applications to resolve crashing during image compression on server side. |
Customer Web Application not showing installations bug fixed. |
New Customer addition during New Installation Flow bug fixed |
| Publish Date : 23/10/2022 |
Email contract offer feature added to Subscriptions in Admin Cloud application. |
Email contract acceptance and sign feature added to Subscriptions in Customer Cloud application. |
| Publish Date : 12/10/2022 |
Subscriptions grid added allowing a user summary detail view. |
| Publish Date : 09/10/2022 |
Components Tab plus Add, Edit & Delete functions added to Installations. |
| Publish Date : 27/09/2022 |
Restrictions on partial address entry removed in New Appointment screen in Engineer App |
Service days adjustment added to Subscriptions and Installations |
Word (docx) and Excel (xls) enabled for drag and drop in the File Manager |
| Publish Date : 25/09/2022 |
Automatic Job Completion Email released on Admin and Engineer Cloud applications. |
| Publish Date : 18/09/2022 |
Cloud Filing Cabinet released in the customer and engineer web application.. |
| Publish Date :11/09/2022 |
Cloud Filing Cabinet released in the admin web application. |
| Publish Date : 21/08/2022 |
System Tab added to the engineer application. Defaults to Installation Spec details. |
| Publish Date : 19/08/2022 |
Service Levels Module Added with Add, Edit, Delete and Clone Functionality added. |
Subscriptions enhanced with Convert to Live feature. |
Contract date overlap check feature enhanced for subscription creation. |
| Publish Date : 09/08/2022 |
Subscriptions Add, Edit, Delete and End Functionality added. |
| Publish Date : 26/07/2022 |
New Subscriptions Icon plus functionality to view subscriptions published |
| Publish Date : 20/07/2022 |
New Installation Creation Option added to Admin Cloud Application |
Baseline software upgraded including enhancements to diary plus other standard features. |
| Publish Date : 14/07/2022 |
New Receipt Upload Option added to Charges Page in Engineer and Admin Cloud Applications |
New Receipts Section added to the gallery in Engineer and Admin Cloud Applications |
Charges page field order changed plus default quantity of 1 added for each New Charge in Engineer Web Application |
New category of Charge Only added to Charges page which updates jobsheet without updating linked Installation. |
New View Order File button added to Scheduling tab of Engineer Web Application to allow viewing of customer order |
| Publish Date : 05/07/2022 |
New Installation view added to Admin application allowing searching of Installations complete with quick scheduling icon links. |
Admin Dashboard changed to include yellow Installations indicator/link. |
Admin Dashboard changed to include Quick Create links (+ symbol) on each main icon. |
Engineer Web App changed so any appointment spanning midnight is displayed on all days |
Android and Apple Apps changed so any appointment spanning midnight is displayed on the starting day |
| Publish Date : 04/07/2022 |
Add Gallery (Picture) view to Admin application allowing two way picture sharing between engineer and admin web app. |
Add Gallery (Picture) view to Engineer application allowing two way picture sharing between engineer and admin web app, removing previous upload option. |
| Publish Date : 19/06/2022 |
Changed load method in Customers modules increasing page load times in Admin Web Application |
| Publish Date : 18/06/2022 |
Changed load method in all key modules increasing page load times in Admin Web Application |
Added ability to run, email & download custom reports in All Web Application modules : Admin,Engineer,Customer (view /download only) |
| Publish Date : 12/06/2022 |
Changed Test Results Sets with Yes/No and Text style to save both elements |
| Publish Date : 10/06/2022 |
Added all standard reports in Admin Web Application including ability to run, email, previews & download . |
Added user settings to set reports visible and on view in Customer and Engineer web applications |
Added ability to save and recall all fields visible, field widths and layout settings in Admin and Customer Web Applications  |
Windows Application
| DESCRIPTION |
| B UILD 7931 (14/03/2023) |
Bugfix - Word Merge displays invalid Object when attempt to send by email. |
| B UILD 7930 (04/07/2023) |
Enhancement - email channel indicated during email merge. |
Enhancement - email size quote increased for integrated email streams. |
Bugfix - non allowable characters not used during email attachment naming. |
| B UILD 7929 (22/06/2023) |
Bugfix - naming of attachments within Job, Call, Quote and Installation now adds the Name of Site within all Word merge features. |
| BUILD 7928 (18/06/2023) |
Enhancement to Mail Merge feature - naming of attachments within Job, Call, Quote and Installation now adds the Name of Site. |
| BUILD 7927 (12/06/2023) |
Enhancement to Job, Call and Installation to allow direct edit of Key Device Description (Make/Model) |
Enhancement to Sage Upload Routine to swap over Invoice Line 1 and Line 2 orders |
Bugfix - All modules could present an error message during load depending on state of AC ref with null values. |
| BUILD 7926 (01/06/2023) |
Enhancement to File Manager adding Source metadata, recording Job, Call, Quote, Install and App Id removing standard folder structures. |
Enhancement to File Manager additional source column added, columns made searchable and sortable. |
Enhancement to File Manager - icon in Jobs, Calls, Quotes, Customer and Installation view coloured blue when folder is created and black when not. |
Bugfix in Installation Components tab - multi-select now enabled. |
| BUILD 7825 (04/05/2023) |
Settings Password menu includes a new option to integrate users emails |
Email integration added - all outgoing emails will be sent from the users primary email address and will be added to the users sent box once email integration has been setup. |
Change to Quote Costing and Job Costing to support quantities to 2 decimal places |
Job Costing Import all Timeline Items now calculates hours to 2 decimal points. |
New field added to Installation Activity allowing Add to False Alarm Stats field value to be viewed, edited or added. |
New step added to patching to prevent Tracker Pro Service interfering with the patching process |
False Alarm Statistics calculations changed to align with new Fault and Complaint calculations process |
Various Reports changed to standardise plus a number of additions. |
| BUILD 7724 (13/03/2023) |
F ix to Assembly save in Jobs, Quotes and Components to ensure assemblies save and are able to be recalled. |
Change to SFTP Sync Server settings in Tracker Pro, TP Scheduler and SFTP Sync Utility to reflect IP address change. |
Change to Timeline Test Results Set allowing all Disciplines to be browsed & selected regardless of system type to accommodate Custom Disciplines |
C hange to Job creation to prevent null error on custom discipline selection. |
Enhancement of a number of Reports including Jb5 + Contract Offer. |
Enhancement to tooltip in Timeline and Diary to include System Type (Purpose) field. |
| BUILD 7722 (21/02/2023) |
Fix to Cloud File Manager to prevent date/time from being updated during each file read. |
Fix to Timeline Diary. Under certain circumstances a Job Type could be changed incorrectly during appointment edit. |
| BUILD 7721 (20/02/2023) |
Fix to Cloud File Manager - under certain circumstances fails to reveal folder contents |
Enhancement to Cloud File Manager - allow root on left of browser to Set Engineer and Customer Privileges |
Fix to Mail Merge - removed Null Object error when Applying template |
| BUILD 7721 (19/02/2023) |
Azure Cloud File Manager added to Jobs, Calls, Quotes and Installations. |
Batch email facility enhanced to include batch attachments across all emails. |
When copy a Quote the cost price in the Costing Tab was not being copied. |
Reports update - multi company with collapsing sections in Jobs |
| BUILD 7620 (26/07/2022) |
Service Invoice could create a duplicate and generate incorrect next invoice date; changed to read system invoice date |
Changed Timeline Engineer List to display active Engineers from Eng List to prevent propagation of incorrect engineer name. |
Corrected three timeline reports to generate test results when no customer signature. |
| BUILD 7619 (04/07/2022) |
Changed Image to load from new Gallery |
| BUILD 7618 (18/06/2022) |
Fixed data sync option to include Full Name and Title in All Modules |
Fixed Test Result view page to display certain test result sets correctly |
Fixed Test Result Sets with Yes/No and Text style to save and display two elements correctly |
