Release Notes | March 2024

Mobile v4.7.2, Mobile v4.7.3, Web v3.8.118, Web v3.8.119

Carrina Jaime avatar
Written by Carrina Jaime
Updated over a week ago

Mobile v4.7.2

📣 New Features and Improvements 📣

Project Inventory Tab

With the recent release of Material Workflows, our enhancements now extend to mobile devices. With the Project Inventory workflow enabled, users can conveniently log materials directly within the Project Inventory tab on their mobile devices.

This enables the movement of materials between the Project's Inventory and the Company Inventory directly from your mobile device.

Archive Materials

To enhance material management on mobile, we've introduced a new feature allowing users to archive materials at the Company level. With Manage permissions for Materials, users can easily archive unused or unneeded materials directly from their mobile devices.

Record Attachments

In enhancing our mobile Records feature, we've now introduced the capability for users to attach photos and files to their user records. Users with Records(self) permissions will be able to add photos and file attachments to their records on the mobile app.

🛠️ Bug Fixes 🛠️

User Records

We had an issue where User Records were not visible in the Team module for our New Permissions clients. Now, you can access all your Users' records in the Team module at both the Project and Company levels.


Web v3.8.118

Tasks History

We introduced Task History to provide users with the capability to view details of events. From the creation and modification of tasks to renaming them, every action is logged along with the user responsible and date of occurrence. Additionally, access to view Task History allows users to track the creation of subtasks, changes in due dates, updates in assignees, and more.

Material Organization and Filters

Access the Materials you are looking for more efficiently with the newly added filter options. Filter by Material Classification, Quantity, Value, and whether the material has a quantity threshold.

Time Reports

We’ve updated Time Reports to improve visibility in your reporting by adding a column that when enabled, displays the Last Modified date on time entries.

Filter by Photo Collection in Forms

We've introduced a new feature allowing users to select photos directly from a Photo Collection when uploading images from a project within a form. This improvement makes it easier and faster to upload project photos.

Drawing Email Distribution

We've improved our Drawing sharing through redesigning our Email Distribution feature. A new pop-up window opens displaying the distribution list. Users can then choose additional recipients from the dropdown of users and contacts. Additionally, there is now an option to select individuals, Crews, or by including all project users and/or contacts. Once selections are made, users can click "Send" to distribute the exported drawings to all chosen recipients.

To export and email Drawings, simply select at least 4 drawings > click into Actions > select Export Drawings > select recipients > click on Export.

🛠️ Bug Fixes 🛠️

We have fixed the system error that occurred when attempting to reopen closed RFIs.


Mobile v4.7.3

📣 New Features and Improvements 📣

Assign Crews to Tasks

We've introduced a new feature on Mobile, allowing you to assign Crews to Tasks. Simply utilize the +Add Crew option to choose users from the crew, or opt to add all users at once to the task.

Updates to Project Settings

We’ve made managing projects from Mobile even easier by improving the Project Settings. Now, you can view, add, and remove cost codes for projects directly from the Project Settings. Additionally, users can update Site Contact and Client details whenever necessary.

To view and manage the project's Cost Codes, click on the Project Cost Codes button. This will take you to the Cost Codes list. Click on the three-dot action button to see options to Add and Disable Codes based on the Codes' context (Purchase Orders/Materials, Timecards/Equipment, or To All).

Note: Access to the Project Settings is limited to users with Project (Create, Edit, and Manage) and/or Project Assigned (Create, Edit, and Manage) permissions.

Form 'Smart' Notifications

We’ve upgraded our Mobile notifications for Forms with 'Smart' notifications. When assigning Forms to your users, they'll receive notifications on their mobile devices. Clicking on these notifications will instantly redirect them to the form.

To set up notifications and distribution for Forms, please read this article to learn how!

🛠️ Bug Fixes 🛠️

We resolved the issue where offline forms were not uploading when the Push to Photo Module for forms was enabled.


Web v3.8.119

Material Photos and Attachments

We’ve added photos and attachments to Materials! Easily identify materials and link files by attaching Photos and Attachments to existing or new Materials on the Web platform. Choose photos from your device or access them directly from the Photo Module.

Change Order Email Distribution

We've improved our Change Order email templates to now include an email notification for when a Review has been submitted. Additionally, we've incorporated an email notification for when a response has been added to the Change Order.

Email when CO has been submitted for review:

Email when a response has been added to the CO:

🛠️ Bug Fixes 🛠️

We've fixed the issue that prevented users from changing permissions within the 'Company Pro' category, impacting both Pro and Power clients.


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