Version 21.0 Release Notes – Released November 4, 2021

Punchlist Manager Version 21.0 – New Features
  • The add browser column now displays Quality Process Template Name
  • A new grid page will be displayed when the email templates setting is selected
  • A new grid page will be displayed when the text templates setting is selected
  • Inactive employees will remain on jobs for history to view but cannot be entered for future jobs
  • The export report now includes columns for referral contact address, marketing categories, and project type
  • Users can track and change the task due date for job, project, vendor, and personal
Punchlist Manager Version 21.0 – System Corrections
  • Corrected Work Order Report Settings so they can be edited
  • Corrected Employee’s Schedule to not be assigned inspection
  • Corrected Field Reports Formatting
  • Fixed Vendor so it’s not Reassigned when scheduled date is changed
  • Display Correct Item “Staff” in List Management
  • Fixed Employee Page Load Speed
  • Restored Compliance Templates
  • Fixed Vendor & Project Portal to not display “null” for owner information
  • Corrected Jobs to not save with a ‘blank’ status
  • Fixed Jobs Grid to display Correct Number of Staff Fields defined in Settings

Version 20.3 Release Notes – Released September 30, 2021

Punchlist Manager Version 20.3 – System Corrections
  • Navigation Bar
    • Repaired Field Report Navigation Bar functionality
  • Viewable Pages
    • Corrected functionality of Jobs Page KPI Levels
  • Extra Spacing
    • Removed extra line spacing from work orders
  • Overlapping in Field Report
    • Corrected spacing in field reports
  • Additional Contacts Not Saving
    • Corrected additional contacts functionality in lead entry
  • Page Wrapping
    • Corrected Spacing for lists and contacts
  • Add Multiple Documents
    • Restored functionality to Add Multiple Documents button
  • Referral Jobs
    • Referral jobs appear in the job grid
  • X Error
    • Removed “X error” from Job Types in System Settings
  • List Date Rules Message
    • Corrected List Dates Rules Message on Job Snapshot
  • By Field Drop-Down
    • Corrected By field drop-down on Job Snapshot for List Review Start/End dates
  • Overwriting Photos
    • Corrected uploaded photos on work orders to not overwrite previous photos
  • Score Miscalculation
    • Fixed final score for quality inspections
  • Project Description Not Showing
    • Corrected Project Description and add list position
  • Work Order Email
    • Fixed Work order emails to exclude Create work order tab attachment
  • Email Receipt
    • Fixed Email receipts for trade change update
  • Task Due Today
    • Corrected the task due today on the job detail header
  • Date Closed
    • Fixed date closed to stay clear after removing job not sold
  • Save Grid Preferences
    • Restored links to employee “save grid preferences”
  • Duplicate Tasks
    • Removed Duplicate tasks on page refresh
  • Add Task
    • Fixed Add task in correspondence
  • Job Appears Twice
    • Removing duplicate jobs in view jobs
  • Field Report Not Saving
    • Corrected the Default Folder to save field Reports
  • Incorrect Date/Time
    • Fixed the date and time in field reports
  • Remove Employees
    • Restored ability to remove employees from employees’ section
  • Job Progress
    • Fixed Job Progresses ability to update
  • Date Closed
    • Corrected Job Not Sold So they can set Date Closed
  • Error Running Report
    • Fixed Exception Error when Running reports
  • Trans ID Failure
    • Restored ability to Move “XA Trans ID”
  • Job Progress Not Displaying
    • Corrected Job Progress to change for Date Closed regardless of KPI dates
  • Can’t Save Date/Time
    • Corrected Date and Time to save for “Date Closed”
  • Job Completed Date
    • Corrected Job Completed Date
  • Equipment Return
    • Restored ability to edit Equipment return date and time and delete assignments
  • Permission Not Respected
    • Restored respecting of permissions from employee job costs

Punchlist Manager 20.0 Overview

Version 20.0 Release Notes  – Released on July 22, 2021

Punchlist Manager Version 20.0 – New Features
  • Classifications within work order
    • When sending work order report, print setting classifications are “on default,” “on vendor,” and “on owner”
  • Work order report settings
    • Users can utilize work order report settings when sending “request for bid” emails
  • Action taken history
    • Administrators can lock “action taken history” box so it’s read only
  • New Custom Work Order
    • Users can create custom item reports and specific fields will appear based on selection
  • Change default sorting order
    • The view requests tab will sort by most recent date as default for all users
Punchlist Manager Version 20.0 – System Corrections
  • Broken Signature Line
    • Signature line on printed/emailed work order breaks to 2nd page
  • 25 Character limit
    • Job_JobId field being truncated to 25 characters yet the DB and the form field allow 100

Punchlist Manager 19.0 Overview

Version 19.0 Release Notes – Released on April 2, 2021

Punchlist Manager Version 19.0 – New Features
  • Grid Preferences
    • Add in capability to save in and switch between different grid preferences with a save settings button
  • New Save Settings
    • allow user to save settings as private or for users with a default private
  • Schedule Update
    • The Schedule has been updated to a new UI and now have enhanced functions for better flow.
  • Schedule Switch
    • there is now a way to switch between employee, job, vendor, production, and showing daily as default and can switch to week or month
  • Existing schedules
    • users can view existing schedules and change them, using the drag option to update times
  • Schedule work orders
    • users can schedule and create new work orders for a job
  • Employees and Vendor
    • users can assign a work order to multiple employees in addition to the vendor using a drop-down list
  • Phone Number Updates
    • Phone numbers have been formatted to be viewed as country code, formatted number, and extension.
  • Job Detail Page
    • Added site of job on job detail page
Punchlist Manager Version 19.0 – System Corrections
  • ‘Daily Schedule’ report shows lots of text overlapping
  • 19.0 – Time of appointment is not correct when creating or adding a schedule events
  • 18.x – Build Email page not sending email when bcc blank
  • Add Project on Additional Contacts not using Permission
  • Send WO Error when Vendor has apostrophe
  • Item Detail Report Export Error
  • Update JobQBIssuePicture for secret key authorization
  • Task Template – Projects are not displaying correctly
  • Extremely Slow upload on Item Picture Page
  • Emailing Document from Item Documents pulls in wrong job information
  • Item Detail report not e-mailing in proper format when scheduled as memorized report
  • Phone Numbers – missing country ID columns
  • WO is printing deactivated employee
  • List Management grid is displaying inactive employees
  • Top Ten Category Summary – Report issue
  • 19.0 – Grid View Preference – Export button disappears on custom views
  • 19 API doesn’t parse country code from mobile
  • New Lead not adding Date of Site visit DRYEFFECT