New features in the web app
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General changes
- filtering jobs in the planning board
- you can now filter jobs in the planning board by their categories
- duplicate checking
- duplicate checking is now available for customers, contacts, devices, and material
- the ability to add events to the planning board = this is a universal item for sick leave, vacation, training, etc.
- a new SMS notification for an upcoming scheduled maintenance for the end customer
- filtering in the tables of jobs, site visits, and devices
- the ability to set up a company stamp
- filtering jobs in the planning board
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Jobs and site visits
- the ability to create site visit categories, including configuring forms for them
- a change to how jobs are displayed = we moved the job tabs from the top position to the left to gain more working space and make information clearer. This layout will gradually also appear in the other modules (Customer, Device, etc.)
- we displayed site visits as a separate table in the menu, and in the future we will also enable exports and working with data here, just like with jobs
- the ability to select an orderer when creating a job - the orderer can be different from the end customer
- the ability to set a specific form type for a device category
- in scheduled maintenance, you can set a specific job type for a device category
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Devices
- the ability to move a device between customers, including its history - you’ll find this under the three dots on each device
- to calculate the warranty date and the next service date, we added intervals that compute the future date
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the ability to plan jobs directly from the device list - on the left side of the device rows we added a selection checkbox, which lets you bulk-select devices to create a job (there are restrictions here for one customer or one device address)

