Nuts & Bolts Update: 24 February 2021

Field: Add labour entry to Quote

Adding a labour timesheet entry to a quote? We've improved the look of the Labour button.

Learn more about Quotes.

Assets: Asset Type Fields

Using Asset Types? You can now view/display these in the following three areas:

Tasks

An 'Asset Type' column is now visible on the Assets tab of the task worksheet.

Learn more about Adding Assets to Tasks.

Layouts

When using an Asset Table on a layout, e.g. a jobsheet layout.

Learn more about Layouts.

Reports

We've added the following three asset type fields to Task reports:

• Assets Types
• Assets Asset Type
• Assets Asset Type Description

Learn more about Reports.

Fields and Filters

Schedule Date fields based on client timezone

New schedule date fields are available in emails and task layouts. You can now send emails or jobsheets with schedule dates based on the client's local timezone.

• [Client Timezone]
• [Schedule Date (Client Timezone)]
• [Schedule End Date (Client Timezone)]
• [Schedule Time (Client Timezone)]
• [Schedule End Time (Client Timezone)]
• [Schedule Date @ Time (Client Timezone)]
• [Schedule End Date @ Time (Client Timezone)]
• [Schedule DOW Day Month @ Time (Client Timezone)]

Learn more about Layouts.

Linked Task fields on Task reports

'Linked Task' fields have been added to Task reports. Certain fields also include a hyperlink to quickly open the related information.

• Linked Task Client
• Linked Task Jobnumber
• Linked Task Linked By
• Linked Task Linked Datetime
• Linked Task Owner
• Linked Task Status
• Linked Task Substatus
• Linked Task Task
• Linked Task Tasktype

Learn more about Reports.

Projects: New Invoice Layout Tables

We've added two new tables to Project Invoice layouts. These are based on existing 'Project Detailed' tables with an added ability to customise task information displayed.

• Project Collated

• Project Collated (ex sub totals)

Learn more about Project Invoice Layouts.