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Opportunities RegisterThe Opportunity Register helps you stay organised and track potential business opportunities. It’s where you can organise all the important infomation like fees, tender dates, and how likely you are to win the work so nothing falls through the cracks.
In this guide, we’ll walk you through setting up an opportunity including how to assign roles, add key dates, and link it to the right clients and projects. Whether you’re working across multiple organisations or just within one, the Opportunity Register makes it easy to stay on top of things and keep everyone on the same page.
Read more:Opportunities Register – theBOSSapp | Docs
Productivity SummaryThe Productivity Summary helps you quickly review your own or a direct reports productivity across projects or jobs for the week. You can view a summary, grouped by project or job, making it easier to track productivity allocation.
This guide will walk you through how to find and use this new feature.
Read more:Productivity Summary – theBOSSapp | Docs
Editing and Bulk Editing a Project’s ProductivityThe new Project Productivity Summary editing feature allows you to view and update how productivity is allocated across jobs within a project. This feature gives you the flexibility to fine-tune productivity assignments, ensuring that effort is accurately tracked and aligned with the correct jobs.
Read more:Project Productivity Summary – theBOSSapp | Docs
Schedule: Your selected branch and preferred ‘week’ or ‘day’ view will now be remembered.Permission Groups: Added a ‘Required Project Information’ permission group, allowing designated users to edit mandatory project information.Test Worksheets: Users can now generate reports for test worksheets even if not all tests are complete, particularly useful for concrete testing.Job Templates: When copying jobs to new projects from a template, jobs with a cancelled status will now be excluded.Credit Cards: Added a filter to view deleted credit cards.Schedule: The schedule will automatically expand to accommodate a large number of jobs.Project Equipment Calibrations: Now displays all calibrations, not just incomplete ones.Tenders: Improved loading speed of the clients list when creating tenders.Purchase Invoices: Added the ability to include capex items in purchase invoices.Recurring Jobs: You can now include recurring jobs in project templates.Project Contacts: Project contacts can now be viewed and edited directly in a Purchase Order.Purchase Order Pre-Payments: Added the ability to include a branch in purchase order pre-payments.Employee Super: You can now add up to three super funds, including self-managed and employer-nominated super funds.Custom Jobs: Added an ‘Archive’ filter to the custom jobs list.Support Tickets: Added a ‘Referrer’ link to support tickets to help users quickly trace where the ticket originated.
Tenders: Fixed an issue where tenders were not correctly linking to projects.Calibrations in Excel: Resolved an issue preventing calibrations from being created in Excel due to incorrect naming.Project Equipment Calibrations: Fixed an issue where equipment calibrations were not sorting correctly by date.Job Schedule: Addressed an issue with changing the schedule height.Leave: Fixed an issue with leave calculations for part-time employees.