What's new at Loc8
Extended region support
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.
Improved workspace usability
Exploring your data in all major workspaces has been simplified through a few usability improvements
- The search input has been relocated to the very top of each workspace, and is always on display rather than being hidden behind a search button
- The workspace filters, column selector, and row grouping selector are all now hidden by default, and shown simply by clicking on Sort and refine
- Workspace columns can now be re-ordered at your discretion
View management
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 display and management of views has been relocated into the new workspace context menu
- Each workspace now includes a range of new default views to help provide better visibility of your data. Each of these default views is favourited out of the box, however you can un-favourite them if you would prefer to only show your custom views
- All of your favourite views are pinned in the context menu for any given workspace, including a count for the number of results for that view
Simplified navigation
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.
Release: 29th September 2020
We've just updated Loc8 with new and improved features, including:
- The left hand navigation menu has been overhauled, including a new interface, general usability improvements, and the introduction of a workspace context menu
- Creating, exploring and managing workspace views has been improved with the introduction of a range of new default views, functions and a new interface
- Exploring your data in all major workspaces has been simplified, along with some powerful new functions such as faster searching, workspace columns re-ordering and more
- The regions addon has been extended to support automatic region association for all major entities
- The regions addon settings areas have been overhauled and migrated to HTML
- The asset management addon settings areas have been overhauled and migrated to HTML
- Quotes and invoices have been extended with the introduction of terms and conditions, and automatic date population
- The notifications panel has been restyled
- 16+ bug fixes and other minor improvements
Release: 11th August 2020
We've just updated Loc8 with new and improved features, including:
- Contacts are now grouped by type, and can be created inline when editing contact fields
- The trade settings area has been overhauled and migrated into HTML
- Comments and instructions on tasks can now be deleted by anyone who has permission to delete the job or quote they are associated to
- Assets and sites can now be exported to PDF using the recently introduced Share and export function
- 9+ bug fixes and other minor improvements
Contact grouping and inline creation
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.
Release: 30th June 2020
We've just updated Loc8 with new and improved features, including:
- The Email someone about this, Open web view and Export this functions have been consolidated
- You'll now be notified if someone updates something you're looking at, across all major Loc8 workspaces
- Flags and warnings on assets, sites and jobs now include a read more link
- When exporting a selection of jobs you can now optionally export related travel logs and comments
- 19+ bug fixes and other minor improvements
Improved sharing and exporting
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
- Export or email a PDF (previously accessed via Export)
- Copy or email a link to a public web view that anyone can access (previously accessed via Open web view)
- Copy or email a link to the private web view for authenticated users, technicians and contractors in your workforce (the in-app inspector page you're likely sharing from)
Live update notifications
You'll now be notified if someone updates something you're looking at, across all major Loc8 workspaces, be it a quote, job, invoice, asset etc.
If you are looking at a quote for example, and another person (or multiple people, or an external integration) happen to be working on it at the same time, as soon as they make a change you'll be notified in near real time that someone has updated the quote.