PMs and Work Orders Improved Assignment Capabilities

March 30, 2022

Enhancements

• Managers now have greater assignment power right from the Work Order and PM list screens.  Determine primary assignments and secondary assignments on a reoccurring basis

  • Assumes the first person assigned is primary, but that duty can be reassigned to another if desired

  • Unlimited number of users can be included as an assigned contact for the designated PM or Work Order
    

• Invoices can now be emailed to multi recipients

  • List each email to be sent a copy of the invoice

  • Bottom of the screen includes an email history showing who has been sent a copy already
    

• Customer Field will always be displayed on a Work Order, if the Customers module is turned on.

  • This allows for customers to be named on work orders that are performed on something other than the customer's assets

  • For those with the Invoicing option turned on, a customer invoice will only be generated on authorized work types IF the customer field has named a customer
    

• New custom BI pipes were added for increased reporting capabilities, including:

  • Contact Name field added to WO Audit BI Pipe

  • Asset Custom Field pipe added

Fixes

• Updated Invoice part pricing so the proper price is always displayed
• Corrected the Inspection attached images so they display at the correct size
• Fixed the Inventory history load times so it loads the first 10 records instantly.  The remaining history can be viewed when the Load More button is clicked

Enhancements

• Nothing New

Fixes

• New parts added in Lightning now only require a "pull-down/swipe-down" of the screen to sync and load to the Work Companion

  • Previously, a reload of the data was required.  This is no longer needed

Enhancements

• Nothing New

Fixes

• Nothing New

Enhancements

• New custom BI pipes were added for increased reporting capabilities, including:

  • Contact Name field added to WO Audit BI Pipe

  • Asset Custom Field pipe added

Fixes

• Nothing New

Enhancements

• Nothing New

Fixes

• Nothing New

Enhancements

• Nothing New

Fixes

• Nothing New