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