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…
Features Improvements Bug Fixes Revenue Calculation: Fixed an issue where branch actual revenue wasn’t calculating correctly because some request settings weren’t being handled properly. Branch Budgets: Fixed a bug where subcontractor markup percentages were not displaying in item details. Budget Table: Resolved a bug where the sum of…
Features Quickly Email All Branch or Division Managers via the BOSS Outlook Add-In You can now use the BOSS Outlook Add-In to easily email all Branch or Division Managers in your organisation. This feature automatically pulls in the relevant email addresses…
Features Job Tagging Jobs can now have tags added to help with categorisation and filtering. You can search for these tags through Registers → Jobs and Projects → Jobs. Client Feedback The client feedback form has been redesigned to provide a cleaner layout and a more…
