Update 3.1.0: Invoicing and Order Management Gets a Makeover

Release date: October 05, 2021

We are excited to announce the latest software update 3.1.0, introducing a series of new features and bug fixes aimed at enhancing your overall experience with our software. The following sections will detail the changes implemented in this release.

New Features

• Invoice Title: Each company now has an optional field, "Invoice Title". If a company has a different common name and invoice name, this field will be used during the invoicing phase to ensure accuracy in billing.

• Invoice Address-Specific Footnote: The agency invoice address now includes a footnote. Use this space for specific texts that vary for each agency address you use, for better customization and clarity in invoicing.

• Hidden Crew Chief’s Phone Number: Within agency settings, there is a new option that allows you to hide the crew chief’s phone number in the worker portal. This ensures confidentiality and restricts the visibility of such sensitive information to signed-in workers.

• Order Manager: A new assigned administrator, "Order Manager", has been introduced in the order function. This role is responsible for managing specific orders, and it can be individually assigned to any administrator for each order. This is primarily an internal tool designed to facilitate order management when multiple administrators handle orders within your agency.

• Updated List of Company Orders: The display of the list of orders in the company detail has been updated. It now only shows currently opened orders, sorted by the most recent ones. Admins can access the full list of the company's opened orders or its order history via the provided links under the table.

• Enhanced Builder Tree: The labels of the nodes in the builder now contain their ID number. Furthermore, shifts, locations, and jobs also include information about the number of workers, providing better insight into resource allocation.

• Team Size Effect Pricing: The team size effect now enables the setting of separate prices and wages, adding more flexibility to your pricing strategy.

Bug Fixes

• Ubersearch Issue: Problems with searching numbers within order names using Ubersearch have been resolved.

• Order Visibility in Job Moving Builder: Cancelled orders are no longer visible in the "Job moving" builder, improving the relevance of displayed data.

• Applicant Data Display: Confirmed applicant data no longer misses information about worker contracts for a specific position, ensuring a comprehensive view of applicant details.

• Order Specification PDF: The "Price quote" PDF document in the order specification no longer displays a blank line, improving the readability and professional look of your documents.

• History Timeline Feature: The feature that collapsed history timeline events into bubbles has been removed for better clarity in timeline visualization.

• Calendar Export: Cancelled shifts are now excluded from the calendar export, ensuring accurate and relevant data in your exported schedules.

• Team Attachments Table Order: The default order of the team attachments table has been reverted to show the newest entries first, enhancing your visibility of recent updates.

These updates represent our commitment to continually improving the functionality and usability of our software. Please reach out to our customer service team if you have any questions or need assistance with this update.