We are wrapping up January with a massive update to how you visualize your day-to-day operations.
This month, we focused on giving you more control and clarity on the Schedule. We have introduced a Vertical View (similar to Google Calendar) that includes smarter travel time visualization—allowing you to see exactly when crews are traveling versus working.
We also added a new workflow shortcut: Jobs can now be created directly from emails.
Check out the full breakdown of the Schedule overhaul and our list of improvements below.
Full Changelog
Schedule Updates
Add “vertical view“ to the schedule. It looks like Google Calendar, but a bit smarter.
Click the gear icon to access vertical view
The vertical view, in week view mode
Relevant in horizontal view. These toggles are remembered in your session
Add toggle to show crew on the events/assets on the schedule page
All crew for an asset is shown on the left
In vertical view, you can see each crew on each event
Changed the way locations are rendered on the schedule
The area indicator at the bottom represents the labor and travel time. Travel time is lighter than labor time. This will include dock to start and end to dock travel time - so the truck is actually arriving at the individuals home when they get to the first dark spot.
Added additional crew & location information to the event hover on the schedule.
We’ve also updated the behaviour and styles here. If you have any feedback on this, please send it our way. Another update incorporating feedback will be released next week.
Added toggle to “show all day“ on the schedule
See the whole picture
Added a red “now indicator“
Jobs can now be created directly from emails
Email-to-Job Want to learn how to create jobs directly from your inbox? Reply to this email, and we will send over the documentation and setup guide.
Improvements
Improve reliability of the documents modal
Improve error messaging on the dispatch page
Add document variable for event date
Add document variables for all calculator values
Allow customising the content of emails and SMS with documents
Improve resolving service area in New Opportunity to prevent an issue with placing job in a location where agent doesn’t have permissions
Allow adding to the documents the email of the person who estimated the job
Allow adjusting Fuel Per Gallon input in calculator
Dynamic Reports
Add UTM campaign filter to Dynamic Reports
Add ‘Currency source’ option to Dynamic Reports, allowing combining currencies
Performance Improvements
Fix an issue where the Reports Page performance is slowed by scheduled reports sent more than 2 weeks ago. Static reports older than 2 weeks are now automatically removed daily.
Fix a performance issue with generating the 5020.1 static report
Bug Fixes
Fix an issue with events disappearing from UI after area is changed
Fix an issue with Complete and Reschedule buttons missing from event actions menu
Fix layout issues on Documents tab on mobile devices
Fix an issue where employee is not updated in Yembo move after VOSE is booked for another asset
Fix an issue with Close button missing in modals
Fix an issue where unit number can’t be added to certain locations
Fix an issue with checking business hours for scheduling AI communication
Fix an issue where documents are not available for creation
Fix an issue where certain jobs don’t have a dock location
Fix an issue with setting config values
Fix an issue with rescheduling VOSE events
Fix an issue where multiple autocomplete dialogs open at once when a customer is created from New Opportunity
Fix an issue where confirmed events can’t be rescheduled from the actions menu on the Job Page
Fix an issue where the system doesn’t prompt to update event locations after job locations are updated
Fix an issue where zone price is used even if area price is present
Fix an issue where taxes are not displayed in event Financial Details until changes are saved
Fix an issue where long distance calculator prices are off by 1 cent
Fix an issue where 1st/ground floor can’t be added to the location
Fix an issue with date filters in Dashboard and in Dynamic reports
Fix an issue where next autodial can’t be placed due to time restrictions even if the previous autodial failed
Fix an issue where charges generated using the calculator have taxes from multiple areas
Fix an issue where transactions appear twice in the UI
Fix an issue with remarks styling in dark mode
Fix an issue with generating 5003.0 static report
Fix an issue where customer first name and last name show in reversed order on the Jobs page