Welcome to the first new features of 2024! We are very pleased to introduce the first wave of features we have prepared to simplify and improve your user experience. We hope these new features will make your everyday use of the application easier.

Below you will find information about all the new features along with a short video in which we demonstrate the features for you.

Expanded dispatcher (administrator) permissions

The last and at the same time highly anticipated feature is the expansion of the dispatcher’s (administrator’s) permissions for entering data into forms. A user with the dispatcher or administrator role can now do the following within site visits:

Pre-filling a form

The dispatcher (administrator) can now enter a form and enter any data into it for the technician without starting the site visit. For example, they can prepare a work report, a material report, or the payment type and VAT. Nothing changes for the technician in this situation. They start working and begin the site visit as before, but after opening the form they will see the items filled in by the dispatcher. The technician can change the pre-filled information on site according to the situation.

Processing a site visit

If needed, the dispatcher (administrator) can process an entire site visit on behalf of the technician. So even if the site visit is scheduled to a technician, the dispatcher can start the site visit, fill in the forms, complete it, have documents signed (if needed), confirm signatures, and then approve the site visit.

Event categories

For better clarity, we added categorization to events. You enter events in the day plan in the same way as before, except that after entering the name you have the option to enter their category as well. The categories are currently static and cannot be changed. When entering, you can choose from the following list:

• Vacation
• Sick leave
• Doctor
• Training
• Other

Complex passwords

If you want to increase the security of the data you have in the application, you have the option of requiring stronger, complex passwords from users. The administrator can enable this feature in the company’s global settings. Then all users need to be prompted to update their passwords. The user must choose a password that contains at least:

• one lowercase letter
• one uppercase letter
• one number
• one special character
• the password length must be at least 8 characters

Entering a custom site visit status after the site visit is completed

Until now, entering a custom site visit status after the site visit was completed depended on the diligence of the technicians. To make this process easier, we added a new feature. If your company has at least one custom site visit status category entered in the code lists, then after a technician completes a site visit the system will prompt them to enter or change this status (depending on the situation). At the same time, the technician can enter a note about the site visit along with the custom status.

Entering details into a customer support request

For better clarity and faster handling of requests in customer support, we expanded the form for entering them. When resolving problems in the application, we try to be as fast as possible. In order to identify and address the problem as soon as possible so that you can use the application without issues, we need information that will help us find the error faster. You now have the option to enter this information directly in the request you send to customer support. The entry remains the same; when you select the request type, the form adapts and reveals fields for entering information. The details that help us find the problem faster are, for example - the application used (mobile/web), the type of device, the time and date of the error, the job number in which the error occurred, etc.

We hope that you too will welcome this improvement, which will help customer support work faster.

You will find all the information about what these new features look like and how to set them up in the video:

Thank you for using our application!
The mWork365 team