What's new at Loc8

We've just updated Loc8 with new and improved features, including:

• Users and technicians can be temporarily or permanently 'disabled'
• The performance of the monthly job calendar view has been improved significantly
• When adding tasks to a job it's now possible to specify how many instances of that task to add
• Customer invoices and quotes are now visible when inspecting the customer, under the 'Finance' tab
• 7 general usability improvements and changes, including a focus on improvements to quoting and invoicing
• 3+ bug fixes and other minor improvements

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To help you manage how and when your workforce can access Loc8, you can now disable users and technicians from the workforce area which effectively prevents them from being able to log in to Loc8 to access data, perform work and so on.

When a user or technician is disabled, all of their data is retained, and they can be re-enabled again at any time.

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We've just updated Loc8 with new and improved features, including:

• Manual address entry throughout Loc8. This was something that was highly requested from customers, we now support both look-up via Google Maps or manual entry if you can't find the address.
• Field type indicators (such as number, text, url etc) to make it easier to identify field entry requirements
• Improved load times across many areas of the app
• Many styling changes
• Admin users can now delete quick views
• Multiple bug fixes

Full release notes

We've just updated Loc8 with new features around Task grouping as well as some minor bug fixes.

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Continuing the recent focus on migrating legacy Adobe Flash workspaces over to HTML, the invoice workspace has been entirely rebuilt with an all-new interface to bring it inline with the look and feel of the quote, job, and asset workspaces. Beyond the new interface there are also a host of other improvements to make invoicing easier and more useful.

Invoicing will now work independently of a financial integration, which means that you can now create, send and manage invoices standalone in Loc8. This was a highly requested feature, and is a cornerstone improvement for us to be able to deliver a full end to end field service solution for our customers.

Please note that inline with supporting stand-alone invoicing, invoice statuses have changed.

Along with with these changes we have also rolled out two brand new Xero and QuickBooks Online integrations that support the new invoicing functionality and workflows.

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Tax support has been added to quotes and jobs in order to support standard business practice for our customers, whilst also enabling a much cleaner flow of financial values between quotes, jobs and invoices.

Along with this, we have also introduced support for multiple tax types with standardised naming and availability of ‘Total tax’, ‘Total including tax’ and ‘Total excluding tax’ fields across the quote, job and invoice workspaces.

Please note that these changes impact the names of fields and columns in workspaces, reports and exports.

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We've just updated Loc8 with new and improved features, including:

• Tax support has been added to quotes and jobs, including support for multiple tax types
• The invoice workspace has been entirely rebuilt
• Invoice statuses have changed
• The current Xero and QuickBooks Online integrations have been replaced
• The customer portal configuration option is now available in the HTML UI
• 3 usability improvements and changes
• 14+ bug fixes and other minor improvements

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We've just updated Loc8 with new and improved features, including:

• Job and Quote types now support 1-to-1 custom field associations. Learn more.
• Many Adobe Flash based configuration areas of the application have been replaced with cross-browser compliant HTML interfaces, delivering significantly improved compatibility, usability and performance. Replaced areas include:
• Job configuration (types, priorities, lifecycles and custom fields)
• Quote configuration (types and custom fields)
• Customer configuration (custom fields)
• Export templates
• Message templates
• Charge templates
• Task template library
• Sub-task template library
• Inventory library
• All Library areas have been relocated into the settings area, including tasks and sub-tasks, inventory and maintenance schedules
• 4 usability improvements and changes
• 15+ bug fixes and other minor improvements

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We've just updated Loc8 with new and improved features, including:

• Significantly extended functionality across the Report a Problem module
• Improvements to the management of lists, including the removal of the list library. Learn more.
• The ability to search jobs and assets via their location details such as address and site name
• The ability to view flags on job, asset and site web views
• Improved comment and attachment visibility on job tasks and sub-tasks
• 9+ bug fixes and other minor improvements

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Date / time based automation rules are now supported for both Jobs and Assets, including minute and hour offsets.

One of our top-requested features, this allows you to set up automation rules that fire before or after the date and time of a specific field, such as automatically sending a notification email 5 minutes after a job has been created, or 2 hours before it is due.

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