January 2022 Release Notes

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Paul Schneider
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Accounting

  • New: Accounting Templates: Custom Date
    • Users will now be able to add a column called Custom Date.  This column allows organizations to have the 1st Day of the Next Month to default into that field.

Mobile

Android Tenant - Version 1.2.2

  • New: Floor Plan Preview and Pins
    • Users will now have the the ability to preview Floor Plans on Work Orders.
    • These previews can be viewed in full screen.

iOS Tenant - Version 1.4

  • New: Work Order Forms
    • Customers who have Work Order Forms enabled within their portfolio now have the ability for users to interact with this form while creating a Work Order on mobile.
  • New: Floor Plan Preview and Pins
    • Users will now have the the ability to preview Floor Plans on Work Orders.
    • These previews can be viewed in full screen.

Android - Version 1.62

  • New: Readings on Work Order
    • Users will now be able to enter Readings values on Work Orders via mobile.

iOS- Version 1.60.1

  • New: Readings on Work Order
    • Users will now be able to enter Readings values on Work Orders via mobile.
  • New: Work Order Forms
    • Customers who have Work Order Forms enabled within their portfolio now have the ability for users to interact with this form while creating a Work Order on mobile.
  • Fix: Creating Work Orders
    • We addressed an issue where users were not able to create Work Orders.
  • Fix: Background Syncing
    • We have released performance improvements to the background syncing of data between mobile and servers.
  • Fix: Work Order Forms
    • We have released an update where users can no select expanded date ranges within the calendar picker on Work Order forms.
  • Fix: Adding Photos
    • We addressed an issue where the app was crashing when photos were being added to Inspections.
  • Fix: Inspections
    • We addressed issues where:
      • Inspection tasks were not syncing properly.
      • Inspection answers were not saving properly on mobile.
      • Inspections would crash.

My Files

  • New: Leases
      • Within Files and Records, there is now a tab called Lease that will show users all of files that are designated as leases.

Preventive

  • New: Additional Fields
      • We have now added the ability for Property ID and Street Address to be added as columns in the Task grid.
      • These columns can also be included in the grid exports.
  • Fix: Error Messages
      • We addressed issues where users were receiving "Error Fetching Maintenance Procedures" and "Error While Fetching Readings Definitions."
  • Fix: Procedure Library
      • We addressed an issue where users with more than 1,000 procedures in their library where not yielding any results when trying to apply a library and its procedures to a schedule.
  • Fix: Custom Procedures
      • We addressed an issue where custom procedures were not visible to all users within a given organization. Users can now see the procedures, regardless of which user initially created them.
  • Fix: Default Assignees
      • We addressed an issue where the default assignees for Equipment were not appearing when editing existing PM schedules. 
      • All existing schedules should now have Default Assignees that were previously saved.
  • Fix: Preventive Maintenance Scheduler
      • We addressed issues where:
        • PM Tasks did not fire when they were expected to have fired out.
        • Imported schedules now apply to all pieces of Equipment linked to that Asset Type, not just one specific piece of Equipment.
        • PM imports upon completion where retrieving a successful message, however the imports were not actually rendering all of expected results.
        • Network errors were appearing when navigating through Preventive Schedules and Tasks.

Reporting

  • New: Capital Planning & Budgeting Report
    • A new report has been created that includes information around HVAC related Equipment.  This report includes:
      • HVAC Spend
      • Replacement Estimated Cost
      • HVAC Overview (Age of Units, Tasks, Completion Rate)
      • HVAC Units/Equipment
  • New: Incidents Trend Report
    • A new report has been created that identifies Incident trends across your portfolio.
    • It specifically focuses on Incidents by:
      • Severity
      • Category and Type
      • Property
      • Locations
  • New: Area Unit Filter
    • For the Account Engagement Summary report and the HVAC Comfort Call report, a new filter Area Unit has been added.  This will allow users to display information in the report either in square footage or square meters.

Work Order

  • New: Shift Notification
    • When selecting an Assignee on a Work Order, a notice will appear below the Assignee field indicating the shift/time frame designations for that Assignee.
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