Release 5.15

Work Order Reports received a cool new capability. Now you can have the report automatically save the PDF as a job attachment. More details are below. We’ve also made a couple of fixes to other things.

What’s New

Work Order Report Enhancements

• Allow Saving as a Job Attachment

  • After the employee provides their signature, the second step of creating the work order report with the customer signature shows an additional option: “Save signed report as a job attachment.” It is checked by default, so if you don’t want to save it, be sure to deselect it.

  • You have the option of writing a description to go with the attachment.

• Record Items as Being Reported

  • There is another option, also defaulting to on, that records the reported date of items reported.

  • This allows you to run the report at a later date without including previously reported items.

  • When running a second time, you are notified of previous dates and have the option of reporting everything, or just new items.

  • This option gives flexibility, but you should consider instead, creating change order scopes that you can select from at the beginning of the report, as they will be easier for you to track and bill.

Change Access for PO Admins to Clear Costs Confirmed

• Previously, only office admins could clear the costs confirmed flag on purchase order items. That permission has been granted to Purchase Order Admin roles.

Fixes and Improvements

Fixed Job Selection in the Job Cost Center Report (Release 5.14B)

• The job cost center report was not allowing selection of the job properly.

Fixed Job Item Tasks Being Cleared (Release 5.14B)

• On job item lists, a missing default value was causing job items to lose their assignment to scope tasks.