Table of Contents
Overview
It's time for another FieldEdge update. This time around we're bringing you a small but impactful release. You'll find a new search bar for attachments, better visibility on reports, and a number of mobile updates. We hope you love the updates and can't wait to hear your feedback.
Office Updates
With this update, the office will see some slight changes to markup codes and the mobile authorization screen. These updates should not impact workflow and will help with the quality of life for you and your mobile technicians.
Search Attachments
Users will see a magnifying glass above the attachments section of the customer and work order details screen. Users can click into this field to search for an attachment. This should help users save time when searching for particular attachments in their database.
View Appointment and Scheduled Times
We've heard that it's difficult to see appointments and scheduled times on work order reports and list views. With this release, we've added Appointment Time and Scheduled Time fields that can be applied to the work order list, work performance, and printed and emailed work order statuses reports.
More Efficient Time Displays
To help improve performance, we've changed the number of time entries that display on a work order to the last 10, instead of loading all entries at once. Users can load the remaining entries as needed and should see a faster load time.
Layout Template Static Text Update
Through feedback, we've learned that members with a large block of text could cause the template to fail to load within the preview screen. With this update, we've set the static text field of the layout templates to 250 characters for all newly created templates. This should prevent templates from not loading on the preview screen.
Mobile Updates
In this release, mobile users will get to see some new changes to supervisor mode and some quality of life changes to the mobile authorization screens.
- All mobile updates are expected to be released the week of August 22nd. Be sure to keep updated from the app store to ensure you receive these improvements.
Work Summary and Work Order Description Added to Supervisor Mode
With this release, we've added the newly introduced Work Summary and Work Order Description fields to the mobile Supervisor mode. These new features will allow the supervisors to see notes added by the office or other technicians, giving them better visibility and understanding of what needs to be done to complete a work order.
Mobile Authorization Screen Redesign
Based on feedback we've redesigned the mobile authorization screen with larger text boxes and current design style. This should bring the authorization screen in line with the design of other areas of FieldEdge. This should also allow the user to see more of the content in this field.
Additional Updates
- Through feedback, we've discovered that the term Markup Settings could be confusing and was not as clear to users as Markup Codes. So, with this update, we've renamed Markup Settings to Markup Codes.
- With this release, we've fixed an issue that could cause the sales tax to display incorrectly if the Tax% element was included on a layout template.
- We've removed the character limit on the work order description. This should allow for more detailed messaging within the description field.
Comments
Article is closed for comments.