Quotes and Invoices both now support terms and conditions, which effectively allows you to define an arbitrary block of text that will appear at the bottom of of the document
The regions addon has been extended to support automatic region association for all major entities, including quotes, jobs, invoices, projects, sites, assets, customers and workforce.
Previously only quotes, jobs, assets or sites that were created or updated would be automatically associated to regions where their location fell within a region boundary. This behaviour has now been extended.
Exploring your data in all major workspaces has been simplified through a few usability improvements
Creating, exploring and managing workspace views has been improved with the introduction of a range of new default views, functions and a new interface
The left hand navigation menu has been overhauled, including a new interface and general usability improvements. Almost all of the items that you previously accessed from the navigation menu are still there, however the order and locations of some items have changed (please read the release notes for full details).
In addition, a new workspace and settings context menu has been introduced which consolidates various functions for the given workspace including view management, favourite views, and links to secondary spaces such as reports, imports, exports and settings.
We've just updated Loc8 with new and improved features, including:
We've just updated Loc8 with new and improved features, including:
Searching for and creating contacts against a job, quote, asset etc has been simplified through the introduction of contact type grouping and inline creation.
Now when you edit a field, for example Alternate contact on a job, you will see all of your contacts grouped into Workforce, Customer and Customer contact sections to help visualise what sort of contact they are, and as you type, if you don't see the person you're looking for you will be presented with the option to create them without having to go to another workspace to do so.
We've just updated Loc8 with new and improved features, including:
The Email someone about this, Open web view and Export this functions for an individual quote, job, invoice, asset, site or project have been consolidated into a single Share and export panel that is accessed by clicking on the existing share button.
From the Share and export panel, you can now choose to