Features Administrators can now setup Custom Notifications available for Purchases, Staff Expense Claims, and Timesheets. This allows you to automate alerts for your team or branch to stay informed on specific activities. These triggers can be based on specific rules for example,…
Features Paste Files Directly into Comments You can now paste files, including screenshots, straight into comment sections without needing to upload them manually. Custom Jobs: Clearer Form Completion & Approval Status A new Form Completion Status tracker for custom jobs has been…
Features Assign Deliverables to Another Branch You can now assign a different branch to a deliverable, independent of the job’s branch. On the Deliverable → Details tab, please refer to the screenshot below for options to: This helps ensure reporting reflects where the…
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…
