Sep 22, 2021 | Service Automation and Provider Automation RNs

Proposals. Remodel dates of locations are now available on the redesigned proposals list. Those who specified remodel dates for locations in location notes and opted to display them on proposals can now find remodel dates on the redesigned proposals list.

ALP. With the Category filter applied on the Actionable Landing Page, data in the Proposals metric didn’t get filtered by the specified categories. This filter works correctly now, and the Proposals metric shows the count of proposals where linked work orders match the specified categories.

Dashboard. No email alert was sent once an employee assigned to an MLP level approved a proposal via dashboard. As soon as someone approves a proposal now, the person from the next level in the MLP hierarchy will be notified about that and will be able to take further action on this proposal via email.

Invoices. When creating an invoice, providers had difficulties with searching for a file to attach to an invoice. The search for the needed file on their device gave no results. We’ve fixed this issue — now, when providers start typing a filename in the search window, the file is successfully found and can be attached.

Projects. A small adjustment has been made to the project information displayed on the Cost Info tab of the project details page. Instead of the total Asset cost, it’s the Freight cost that is now shown under that tab.