Features You can now set follow-up reminders when logging communication in theBOSSapp. These appear as a new tile on your dashboard on the day they’re due, helping you track interactions that need action later. For more information on follow-ups and the communication…
Features Inter Entity When raising inter-entity invoices, you can now choose to have the jobs and deliverables automatically created in the receiving organisation. When the internal client org receives the invoice for approval, they’ll see a bulk select option “Purchase Branch” to choose which…
Features Custom Form Revisions We’ve added a new feature to make managing custom job forms more reliable. Forms now use ‘revisions’, which means you can update a form without affecting any jobs already using an older version. This keeps historical records…
Feature Highlights Recurring Jobs: If you regularly create the same job, like monthly inspections or annual reports, Recurring Jobs can help. They let you set a job to repeat on a schedule you choose and new jobs will be created automatically in…
New Features Soil Testing – External Tests: You can now mark any test as external to track work completed by third parties. Click into an existing test, select it, and use the menu button (3 dots) to mark and unmark it as…
Features HR Information System: Invoicing & Purchase Order Branding: Equipment: Projects: Clients & Tenders: Improvements HR: Test Requests & Moistures: Accounts: Equipment: Bug Fixes HR: Accounts: Test Requests: Equipment: Integrations: Users Permissions: General:
Faster Credit Note Creation You can now create a credit note directly from an existing invoice. 1. Click into the invoice that you would like to credit note. 2. Click the ‘Create Credit Note‘ button: This will automatically recreate the invoice…
Controlled Documents: Bulk Actions A new bulk action allows you to download or delete multiple documents at once. Price Lists You can now edit individual pricing directly in the pricing table at the organisation, client or project level: How to setup price…
Custom Job Statuses You can now assign custom job statuses to both standard and custom job types which give you more flexibility in how job progress is tracked and managed. You can search for custom statuses in both the Job…
Tabbed Deliverable Form: Based on user feedback, you can now use the Tab key to move through fields in the new deliverable form making data entry quicker when using a desktop pc. Improved Project Feedback Form: The project feedback form will now…
