Stay Ahead of the Curve: Discover What’s New in BytePhase CRM for Your Repair Business
Octoberber 2024
- Seamless Mailchimp Integration:
- Enhance your email marketing campaigns with our new integration, allowing easy synchronization of contacts and targeted email outreach.
- Support for Various Date Formats and Currencies:
- Our software now accommodates different date formats and currencies, providing a more personalized experience for global users.
- Notification Preference Settings:
- Users can now customize their notification preferences for a tailored experience.
- Workflow Setting for Payment Method During Sale Creation:
- Simplify the sales process with a dedicated workflow setting that allows you to choose payment methods seamlessly while creating sales.
- AMC Export:
- Streamline your AMC management with the new export feature, making it easier to handle AMC data.
- Inventory Import:
- Easily import your inventory data to the system, ensuring a smooth transition and efficient management.
- Business Settings Moved to User Dropdown Menu:
- Access your business settings more intuitively with a redesigned user dropdown menu.
- App Version Display:
- Quickly check the app version from the user dropdown menu for better version control.
- Troubleshooting for Push Notifications:
- Enhanced troubleshooting options for employee push notifications to ensure timely communication.
- New Payment Received Date Option:
- A new field has been added in the payment section to track the payment received date.
- Install PWA Popup:
- Users will now see a popup to install the Progressive Web App, with an option to “Do Not Show Again.”
- Accessory Icons:
- An additional “(+PLUS) icon” has been added to Accessories for better visual identification.
- Storage Location Column in Inventory List:
- A new column for storage location has been added to the inventory list, improving inventory management.
- Replicated Part Selection Dropdown:
- The part selection dropdown now replicates throughout the system, displaying purchase and selling prices for better clarity.
- New Global Search Bar:
- Find what you need quickly with the newly implemented global search bar.
- New Branch Switching Style:
- Experience a more stylish and intuitive method for switching branches.
- Removed Paid/Unpaid Status from Invoice:
- The invoice display has been streamlined by removing the paid/unpaid status.
- Payment Recalculation:
- After deleting a payment against any bulk payment, the system will now automatically recalculate and update in the database.
- “Free” Service Option for Repair Jobs:
- Added a “Free” service type option in repair jobs for better job categorization and tracking.
- Custom Field Printing on Quotations:
- Fixed an issue where custom fields were not printing correctly on quotations.
- Jobsheet Thermal Print:
- Resolved a bug where customer signatures were not appearing on the jobsheet thermal print.
- AMC Module Payment Frequency:
- Corrected an issue where the total amount did not reflect correctly for quarterly payment frequency in the AMC module.
- Timezone Setting for United States:
- Fixed a bug that reverted the timezone setting to the Indian timezone after saving when setting it to a United States timezone.
- Barcode Visibility on Stickers:
- Barcodes will now be hidden from stickers and thermal prints if the option is unticked in technician print settings.
- Account Expiry Notification Panel:
- Updated content for the account expiry notification panel displayed in the header.
- AMC Module Back Date Creation:
- Fixed an issue in the AMC module that caused back dates to be created when selecting quarterly frequency.
- CRM Login Issues:
- Resolved login issues for the CRM through the website.
September 2024
- Push Notifications:
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- Send push notifications to multiple devices, including computers, laptops, mobile phones, iPads, and more.
- Mobile UI:
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- Added a new Mobile Menu page to enhance usability on mobile devices.
- Device Pre/Post Repair Conditions:
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- Set device-specific pre/post repair conditions during the creation of repair or recovery jobs.
- Option to enable or disable preconditions via business settings.
- Profile Picture:
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- Employees and customers can now upload and set their profile pictures.
- Employee Scheduler:
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- Admins can view an employee’s due jobs, tasks, pickups, and drops in a daily, weekly, or monthly calendar view.
- Employees can track their own jobs, tasks, pickups, and drops using the same calendar view options.
- Auto Round-Off for Invoices:
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- Enable auto-rounding for Repair Tickets, Quotations, Sales, and Invoices once configured in business settings.
- Pickup/Drop Receipt:
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- View, download, and print Pickup/Drop receipts for easier tracking and documentation.
- Quotation to Sale Conversion:
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- Quickly convert quotations to sales using the “Convert to Sale” feature.
- New Role:
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- Introduced a new role: Sale for enhanced role-based access and management.
- Added Tags:
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- Introduced New/UPDT tags across the system, including on the sidebar and mobile menu, to highlight new and updated features in the UI.
- Added user address to job export.
- Standardized spacing around pickup/drop buttons and the bulk payment button in the end user’s profile.
- Fixed spacing around the copy-to-clipboard icon in customer and employee listings.
- Added a warning message when email is not configured.
- Adjusted spacing around the action-template gear icon.
- Updated sale, quotation, task, and expense listings for consistent spacing of filters and buttons.
- Changed icon colors in global pop-up buttons for better clarity.
- Fixed alignment for expandable views in mobile listings.
- Corrected spacing between navbar icons in mobile view.
- Updated the product tour by removing invalid steps and adding missing items.
- Added a “Customer Care” section to the mobile menu, including options for Live Chat, Call Us, Email Us, Feedback, Suggestions, and Request a Callback.
- Ensured consistent spacing between header buttons.
- Added a “Source” column to the job listing page.
- Changed alignment and removed role information under usernames on user profile pages.
- On hover: Added a grey circle background and changed the cursor to a pointer for icons.
- Added a “Cancelled” status option for tasks.
- Stopped email/SMS notifications from being sent to deactivated employees.
- Added a delete button for purchases.
- Included “Payable Amount,” “Payment Remaining,” and “Payment Received” fields in customer export.
- Added contact number or employee details to the “Request a Callback” form.
- Added an “Outsourced To” column in the Job listing.
- Fixed customer signatures not displaying on Job Sheet prints and downloaded PDFs.
- Removed unnecessary whitespace on all listing pages for mobile UI.
- Resolved unique constraint violation errors for Purchases, Device Models, Employees, Customers, and Admin Posts.
- Fixed issues with the Part Service GetAll API.
- Fixed the print option for barcodes on sales, jobs, and job-technician copies.
- Removed the “0 Filters Applied” icon from the Lead List page.
- Fixed WhatsApp notifications not sending through leads.
- Fixed the display issue for the “View Sale” button.
- Corrected spacing in the dashboard report dropdown.
July 2024
New Features
- Thermal Print Generation
- Enhanced the system to generate thermal prints, providing better support for thermal printers.
- AMC Add Device Import
- Improved functionality for importing devices in the AMC (Annual Maintenance Contract) section, streamlining the process.
- WhatsApp Messaging for Bulk Payments
- Fixed an issue where WhatsApp messages were not being sent when adding bulk payments, ensuring communication is maintained.
- AMC Alerts
- Implemented alerts for AMC, ensuring timely notifications and better management of contracts.
- QR Code Generation for Job and Sale
- Implemented QR code generation for jobs and sales, facilitating quick access to information.
- Clone Existing Job
- Enabled the cloning of existing jobs, simplifying the process of job duplication.
- Sticker Print Option for Technician Copy
- Added a sticker print option for the technician’s copy, enhancing labeling capabilities.
- Activity Log for AMC
- Activity logs for AMC operations are now available, ensuring detailed tracking of all activities.
- Send PDF of Invoices and Quotations on WhatsApp
- Users can now send PDFs of invoices and quotations directly through WhatsApp, enhancing communication and efficiency.
- To enable this feature, follow the setup instructions provided in the blog and video link below.
- Blog Post
- Video Tutorial
- Download Options for Payment Receipts, Invoices, and Quotations
- Added download options for payment receipts, invoices, and quotations, providing users with easy access to important documents.
- Import For Customers
- Added functionality for importing customer data, streamlining the customer management process.
- Able to Download PDFs Through Mobile
- Enabled downloading of PDFs on mobile devices, enhancing accessibility.
- WhatsApp Alerts for Bulk Payment
- Implemented WhatsApp alerts for bulk payments, ensuring timely notifications.
- QR Code for Inventory Parts and Print QR Code with Part Detail Label
- Added QR code generation for inventory and the ability to print QR codes with part detail labels.
Improvements: We’ve Enhanced Your Experience!
- Copy Button for Email and Phone Number
- A new feature has been added allowing users to easily copy email addresses and phone numbers with a single click.
- Resend Activation Link in Customer Profile
- Users can now resend the activation link directly from the customer profile, making it easier to manage customer activations.
- Social Login Integration
- Social login using Google and Facebook has been integrated, simplifying the login process for users by allowing them to log in with their existing social media accounts.
- Invoice Label Customization
- Now displays “Tax Invoice” if tax fields are present; otherwise, it shows “Bill of Supply” for invoices, ensuring proper labeling.
- Technician’s Copy Printing
- Enabled printing of the technician’s copy or job details using a thermal printer, enhancing field service operations.
- Job Export Filters
- Added source and serial number filters to the job export option, allowing for more refined data exports.
- Customer View Permission
- In the Column Chooser, mobile and email options now require customer View Permission, enhancing data security.
- Serial Number in Exported Reports
- Added the serial number to exported reports, improving data traceability.
- Export Payment Errors
- Resolved errors encountered during export payment processes, ensuring smoother transactions.
- Payment User Update
- Fixed an issue where changing the user of Sale/Job/Expenses/Purchase/Invoice would not update the payment user, ensuring consistency.
- Job Backup in Activity Log
- Job backups now correctly show in the Activity log, ensuring accurate tracking of backups.
- Party Invoice Searchability
- Fixed the issue where Party invoices were not searchable on Purchase, improving search functionality.
- AMC Payment on Dashboard
- Resolved the issue where AMC payments received were not reflecting on the dashboard, ensuring accurate payment tracking.
March 2024
New Features
- AMC Module: Manage your Annual Maintenance Contracts with ease.
- AMC Contracts: • Track all your AMC details in one place.
- AMC Notifications: Receive timely notifications about your AMC.
- Schedule Services: Manage and schedule your AMC services with ease
- AMC Complaints: Track and address any complaints arising during your AMC period.
- Device & Software Details: Access detailed information about the devices and software covered under your AMC.
- Enhanced Data Privacy: Keep customer contact information confidential for specific employees.
- Export with Ease: Filter data before exporting with the new Filters Popup for all exports.
- Gain Business Insights at a Glance with Quick Reporting (Admin Only): Access key financial reports in seconds:
- Inventory: Monitor inventory value and purchases on the fly.
- Sales: Track total sales, outstanding payments, and more.
- Purchases: Gain insights into purchase prices, due amounts, and payments made.
- Expenses: View total expenses and see how many expenses have been incurred.
- Added the option to save and display the MSME number in business information.
Improvements
- Tailored Terms & Conditions: Modify terms and conditions for job sheets, quotations, invoices, and sales documents.
- Lock/Unlock Sidebar: Keep your sidebar organized and accessible with a lock/unlock option.
- Filter by Device Brand: Find specific jobs by filtering the job listing with device brand.
- Search Smarter: Improved UI for the global search function makes finding what you need a breeze.
- Invoices at a Glance: View invoices directly on customer profiles for quick reference.
- Customize Your Documents: Print custom fields on various documents.
- Quotation Cancellation Notifications: Stay informed when a quotation is cancelled.
- Technician Activity Log Privacy: Hide payment-related changes from technician activity logs.
- Improved Quotation Management: Reject quotations with a dedicated “Reject by” field.
- Software Upgrade: Upgrade the underlying software version to enhance performance and security.
- Filter by Repair Service: Narrow down job listings by selecting a specific repair service.
- Enhances the visibility of disabled field text by adjusting its color to be more prominent or darker.
- Updated icons for business and job settings.
- All comment, remark, and terms and conditions fields can now accommodate unlimited text, removing all restrictions on maximum lengths.
- Enable the use of special characters in customer and company names.
- Corrects the horizontal scrolling issue for listing pages in mobile view.
- Display a tooltip upon hovering over lengthy device model names.
- Implemented email and WhatsApp alerts for approving and rejecting quotations.
- Includes the invoice number in the job export.
Bug Fixes
- Fixed export option issue with “Collect Payment”.
- Adjusted alignment of fields in basic workflow settings.
- Addressed export issues from customer or employee accounts.
- Updated the color of the bottom global search icon.
- Fixes help text for dashboard & report pages
- Corrects the issue where the Date Range filter fails to function properly in the dropdowns for reports
- Corrects the color of the Cancel button when it is in a disabled state.
- Corrects the tab highlighting problem within the Job Settings.
- Addresses purchase and inventory issues associated with stock changes.
January 2024
New Features
- Create your Own Custom Fields on Jobs, Sales, Customers, Tasks, Leads, etc.
- Exceptional Fluent UI Theme
- Link Pickup Drop module to Outsource Module for better tracking
- Implemented a workflow rule for outsourcing status changes.
- Added due date reminders for tasks and jobs to assignees and admins.
- Implemented a site maintenance screen for system updates.
- Introduced an urgent/important notice panel for critical updates.
- Made performance upgrade changes
- Maximize usable space with a streamlined view by automatically closing/minimizing the sidebar.
Improvements
- Explore an endless list of notifications with the newly incorporated infinite scrolling feature.
- The purchase action button now boasts improved styling for better visibility on mobile devices.
Bug Fixes
- Resolved the bug requiring a manual page refresh for activity log changes to take effect.
- Addressed the bug causing the search filter to malfunction in the expense category.
- Fixed alignment problems in specific fields within the basic workflow setting.
- Aligned the action menu properly to resolve display issues.
- Resolved the bug preventing the sending of UPI links for jobs.
- Fixed the alignment inconsistency issue in selecting priority in all filters.
- Upgraded the part dropdown for improved search functionality.
- Fixed the bug displaying customer details instead of vendor details in the outsourced challan.
- Improved the UI of adding or removing popups for better user interaction.
- Added the option for data recovery device type in the wizard.
- Implemented UI suggestions to enhance the overall user experience in the wizard.
November 2023
New Features
- Introduced Collect Payment Popup Now have Create QR code Option.
- Added Images Thumbnail on Job-overview in the device Information Section.
- Added image preview for attachments in the list.
- Added User Dropdown and Job status filter to the Export popup.
- Added Outsourcing delivery challan creation feature.
Improvements
- Added a confirmation popup for deleting Business Signatures.
- Added titles in Business Settings Tab’s Detail Page.
- Added Social media Links on the last step of Wizard during registration.
- Implemented an Educational Daily popup in CRM.
- Changed the highlight color for low stock alerts.
- Made the Help Icon redirect to the Help Center Page.
- Renamed Canned Response to Quick Reply.
- Improved the position of the Column chooser and added row click select functionality.
- Added a canned response for the ‘Send notification’ option in the Sales section.
- Improved the responsiveness of the Payments filter on the dashboard.
- Enhanced the UI for the Link payment page on mobile view.
- Aligned the Payment QR code properly on print.
- Added expand option for description fields and removed character limits.
Bug Fixes
- Fixed an issue with the Job Overview user profile redirect.
- Resolved the problem of comments persisting in the Quotation Confirmation popup in Approve/Reject popup.
- Addressed the Tab Highlighting Issue in Business Settings.
- Adjusted padding in the Dashboard Assigned jobs table.
- Enhanced the Sidebar Typography.
- Fixed the functionality of typing comments.
- Fixeses the issue in newly added employee names are displayed in the Assignee Dropdown.
- Resolved the issue with editing part prices in purchases.
- Fixed unresponsiveness in the popup window of Text Editor on Comment PopUp when clicking on the three dots.
- Achieved consistency in UI for the Job Setting option.
- Adjusted the width and title in the Column Chooser.
- Added hover effects to all Help Center Icons.
- Corrected the display issue with the Live Support icon.
- Ensured Business signatures are displayed on the customer view.
- Changed the heading for the Test Email setting.
- Updated the BytePhase logo on the sign-up page.
- Changed the hover color in the left sidebar.
- Fixed the issue of not seeing Sale payment information on mobile.
- Updated the BytePhase logo on the sign-up page.
- Added spaces to the home screen content.
- Improved the UI for the Link payment page on mobile view.
- Aligned the QR Code properly in the received mail for the Send UPI link feature.
- Fixed the issue with the Custom filter in Expense not working properly.
September 2023
New Features
- Experience enhanced security through IP whitelisting, enabling admins to configure authorized IP addresses for employees, adding an extra layer of protection.
- Empower employees with role-based access, allowing them to view and manage assigned only jobs, tasks, sales, and more, promoting security and operational efficiency.
- Effortlessly process bulk payments for pending job and sale invoices, including automatic linking to the oldest invoices, partial payment handling, and easy invoice sharing via WhatsApp or print.
- Simplify payments with Payment QR codes, automatically generated for every invoice, enhancing convenience for both you and your customers.
- Gain better insights with a device model-wise report.
- Find a Party Invoice number field in the Purchase section.
- Access a Hardware Configuration field in the Job Basic Info form.
- Enjoy the convenience of Canned Responses for sending messages to customers or employees.
- GST compatible reports
Improvements
- Say goodbye to lag! We’ve resolved performance issues, ensuring a smoother software operation.
- Enjoy a revamped mobile user interface for an enhanced user profile experience.
- Create multiple jobs effortlessly, even on slow internet connections avoid duplicate entries.
- Track with ease – we’ve added a bar-code option to quotations.
- Email notifications got an upgrade with support for formatting in Pickup Drop descriptions.
- We’ve fine-tuned the user experience with drop-down alignment and self-check-in form improvements.
- Your WhatsApp message comments stay organized with preserved newlines.
- It’s all about clarity – we changed “comment” to “Description” in the Pickup Drop popup and parts to Inventory on the sidebar.
- Your privacy matters! Payment info is now exclusively visible to those who have permission.
- Enjoy Bytephase’s YouTube videos in full-screen glory from the help center page.
- Purchase simplified – we’ve made the mobile purchase view more user-friendly.
- Keep a close eye on inventory – parts with low stock levels are highlighted in red.
Bug Fixes
- When multiple employees create quotations simultaneously, there are no more “quotation already exists” errors.
- Mobile users rejoice! The last job in a customer’s profile is now displayed correctly.
- We’ve sorted out job comment sorting and activity log update issues.
- Notification counts now update correctly on the notification panel – no more headaches.
- Access and edit job invoices from your mobile device without a hitch.
- Feedback suggestions now work flawlessly, even with attached files.
- The due date is displayed properly in the activity log.
- Deleted parts in inventory will no longer be visible in your sale/quotation drop-down.
- The save button is back in action when creating a new task with the mail checkbox selected.
- Say goodbye to alignment problems in the customer select drop-down.
- No more vanishing the Delete/Action option button on the quotation listing page.
- No more duplicate entries of sale invoices after updating the sale.
July 2023
New Features
- Enabled the ability to add parts to the inventory directly during the purchasing process.
- Implemented barcode creation to facilitate efficient inventory management and enable quick part scanning.
- Added a barcode scanner option for conveniently adding parts during sales, jobs, and other relevant processes.
- Included the option to send notifications for sale invoices, improving communication with customers.
- Revamped the user interface for all business settings, optimizing the experience for desktop users.
- Introduced the filter By Model filter on the job listing page, providing additional sorting options.
- Added new job reports: get Partable Wise Job Reports and get Repairable Wise Job Reports, offering detailed insights.
- Implemented a delete option for all types of data, enhancing data management capabilities.
- Added an “Install App” button on the profile dropdown for easy installation.
- Provided the ability to set employee permissions for the delete feature, ensuring proper access control.
- Improved filter persistence, allowing filters on listing pages to remain active even when switching tabs or screens.
- Added a “Clear All” button, enabling users to reset all filters simultaneously.
- Introduced a Job Overview reports tab on the job listing page, providing a comprehensive view of job-related information.
- Implemented sorting options by ascending and descending order on all listing pages, allowing for flexible data organization.
Improvements
- Introduced separate tabs for Open Jobs, Closed Jobs, and All Jobs on the Jobs tab for better organization.
- Added a WhatsApp button for job-sheet viewing on mobile devices, enhancing accessibility.
- Consolidated all job-related settings tabs on the job listing page, simplifying the management of job settings.
- Included WhatsApp options for creating jobs, generating invoices, and creating quotations.
- Added a description field to the “Add Service” popup on quotations without jobs, allowing for more detailed information.
- Sort job by updated On
Bug Fixes
- Fixed the alignment issues with filters, ensuring they display correctly.
- Updated all filters in the dropdown menu to improve their functionality.
- Added a clear button to the Device-type and priority filter for easier reset.
- Resolved the problem where the icon for tooltips was not visible.
- Added the Purchased On column to the purchase listing page for better tracking.
- Fixed the issue where the purchase date was displaying incorrectly on purchase invoices.
- Addressed the inability to edit quotations when accessed from the activity log.
- Resolved the problem with the Contact Us Status filter not functioning properly.
- Fixed the issue with the Dashboard Expense report, ensuring it calculates based on the expense date rather than the created date. This ensures accurate and reliable expense tracking.
May 2023
- Customers are now able to submit a contact form without having to log in, while employees can conveniently manage it within the portal.
- A field for saving serial/PCB numbers for recovery jobs has been added.
- The Activity Log’s responsiveness issue on mobile devices has been fixed.
- The Activity Log filters have been fixed to work seamlessly on mobile devices.
- The mobile menu’s user interface has been enhanced to make it more responsive and intuitive.
- For the mobile view, branch switching has been made available.
- The number of characters in the Terms and Conditions has been increased for quotation.
- The filtering by graph type is now visible on all reports.
- Updated all graph UI colors and types to improve visual clarity and consistency.
- Fixed an issue where the status and assignee filters on job listings did not display full information.
- Resolved the issue where the Job Details would not change when opening another job from the Global filter.
April 2023
- Outsource Management feature added
- PhonePe Integration added for automatic payment collection and status update
- Canned Response feature added for saving and reusing comments
- Global search feature added for quick navigation to Customer/Job/Sale/Leads details
- Job Labels feature added for printing Technician copy, with the ability to configure what needs to be printed using settings
- Device Capacity column added to job listing for recovery jobs
- Export functionality added for Purchase
- New Dashboard with business information and reports
- New Mobile Menu introduce
- We added a Referred by field when adding a new customer, and updated the customer profile to display a list of all referred customers.
- Purchase now available in Basic Plan
- Activity logs are now visible to customers, except for the update Assignee log
- New customers now include a Referred by field, and customers’ profiles now display a list of all referred customers.
- Customer listings now show payment received and remaining for employee who has permission to view it
- The job listing now includes a Warranty/No warranty filter
- GST/Non GST filters added for jobs and sales
- A storage location option is added for parts
- You can now add notes while creating Quotations/Invoices, and they will be printed on the document.
- Rupees replaced dollars as the expense icon
- Pickup/Drop emails now include customer details.
- Payment Received has been removed from the customer profile for customers
- The Delivery receipt now displays “Verified using OTP”
- The “Export to Excel” feature now includes a Summary Row that sums up payment information.
- Notifications for tasks are now sent to technicians.
- Job delivery now includes the option to upload images
- Repair Services now include a description field, which is automatically filled out when the service is added to a job/sale.
- A number of shortcuts have been added to make the process more efficient.
- Throughout the system, the print button now has a Print icon.
- Leads and customers can now be filtered by state and city.
- Quote approval comments are now included in the activity log of a job.
- A filter by Lead type is now available in the lead list
- A count is now displayed next to each lead status name in the lead status filter.
- The header now includes a Live Support button
- If a customer has a source, it will now be automatically added when creating a job after selecting that customer
- Show purchase number in purchase list
- The paid/unpaid badges will no longer have colors and will now be border buttons instead.
- Resolved the Part manage_stock issue where it was still showing on even when it was off.
- Fixed the issue with part details not updating after editing in Purchase.
- Purchase number will now redirect to purchase details.
- Added a Rupees symbol to the Amount field in the Invoice mail to the customer.
- Fixed the issue where low stock alerts were not showing up for items having low stock. Now, a popup notification will appear when an item’s stock level is low.
- Resolved the issue with the Purchase popup showing the selling price instead of the purchase price.
- The action button of the send UPI link is now hidden from the customer view on the sale detail page.
- Resolved the issue with permissions for parts and part suppliers and added new permissions.
- Fixed the issue with comments showing on a new line in the payment receipt.
- Fixed the UI of the Send Alerts button to display on a new line for mobile view.
- Resolved the issue with Tax amount not showing in the purchase invoice.
- The “Pickup/Drop Edit” mode has been hidden for customers.
- The issue with the inability to change an employee’s role through the admin account has been resolved
- Fixed the issue where payment information was not being displayed on sales
December 2022
- Push Notification: A push notification feature has been added, enabling the app to send notifications to users even when they are not actively using the app
- PWA: It is now possible to install the app using a Progressive Web App (PWA).
- Tenant Login: If you forget the login URL, don’t worry. You can simply use the “CRM Login” button on the website to log in
- Business Signature: A business stamp or signature can be added to the system, which will be automatically used for job sheets, invoices, quotations, and payment receipts.
- Shortcuts: Efficiency at your fingertips: use keyboard shortcuts instead of a mouse, The software has been enhanced with over 20 +shortcuts to make it easier for you to use it.
- Purchase: Streamline your inventory management with newly added purchase management.
- Capture Device Images: Webcams, smartphones, tablets, and other devices can be used to capture images of customers’ devices and attach them directly to tickets.
- Pickup Drops: We have updated the Schedule Pickup feature so that it can now be used for both pick-ups and drops-offs.
- Adjust Stock & Transactions: We have added the ability to adjust stock and track the transactions as part of our inventory management system.
- Payment Status Filter: A new filter for payment status has been added to the job listing page
- ID columns: An ID column has been added to leads, tasks, expenses, and schedules for pickups and backup drives.
- Description for Part & Services: You can now add a description for part & services when adding them. The same description will appear on invoices, quotations, sales reports, etc.
- ReCaptcha has been added to all important pages to prevent automated bots from accessing the system
- The Send UPI link is now available for sale.
- A payment listing feature has been added to the admin dashboard.
- Message employees/customers for job status and assignee updates via Whatsapp.
- Row click has been added to all listing pages.
- The Save/Cancel button UI for all popups has been updated to use full width.
- The switch button UI has been improved.
- The progress bar on the signup page has been improved.
- The hover color for all buttons has been improved, and the height of the buttons has been increased.
- To make them more accessible, the height of all buttons has been increased
- Animations have been added to the notification panels
- The links have been removed since row click is supported, and the color of the links has been changed to show as links when hovered
- A BytePhase icon has been added to the loader
- The UI responsiveness, accessibility, and readability of the login, password reset, and signup pages have been improved.
- The names of invoices, job sheets, quotations, payments, etc., are now meaningful when printing or saving them.
- Business logo now has a hover effect.
- Popup notification added for Version Updates
- All pages now have page titles
- An alert has been added inside the header to notify users when their plans are about to expire
- Even after the expiration of your license, you will still be able to access the data.
- Image sizes and animations on the part detail page have been fixed
- An improved signup wizard now includes steps for UPI payments and review links, outgoing email settings, etc.
- Fix the overlapping issue between the job sheet number, approval, rejection, and WhatsApp buttons on the mobile view
- In the sidebar collapse menu and Job action, the clickable area has been expanded and the hover effect has been added.
- A bug has been fixed that hides payment information if the user does not have permission to view it
September 2022
- The Lite plan has been discarded. All customers on the Lite plan have been automatically upgraded to the Basic plan. They can use Sale, Invoice, Quotations, Schedule pickups, etc
- An introductory tour of CRM for jobs
- Job Overview
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- Information about the customer, job, and the device
- Invoice, Quotation, Job-sheet, Payment, and Delivery document links
- Activity Logs
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- It shows all actions performed by the User, along with the date and time of the action
- In descending order, the timeline shows all actions such as updates, assignee changes, status changes, comments, parts, and services.
- Various filters for filtering specific activities
- Activity Sorting Options: Ascending or Descending
- The information to be printed can be configured/selected
- A default set of settings is used when creating a job
- Setting up a workflow for the delivery of the job
- You can select Virtual Scrolling or Number-based Paging for all tables
- Remaining stock is now displayed in the Part Dropdown
- The ability to view multiple revisions for a quotation.
- Multiple deliveries can be added to a job
- Now it is possible to specify a customer’s source
- A priority filter has been added to the job listing
- Delivered On Column added to Job Listing
- Printing
- All borders have been removed from the printing
- All printing receipts now include a date at the top
- For customers and jobs, you can select what information to print
- Customer and Job information are now displayed in three columns instead of two, which reduces the number of pages in printing.
- When printed, the phone number/email and website link appear as normal text
- When printing, avoid showing empty Parts/Service tables
- The column widths for printing have been fixed
- Printing style, fonts, and tables have been improved
- In the Job & Customer details, show only fields that are filled in
- Removed unnecessary padding and spacing
- Fix table width by combining Part Name, Serial Number, and Warranty in a single column
- Resolves responsiveness issues with the Summary table.
- Comment size increased from 500 characters to 2000 characters
- Performance improvements for short URLs
- Payments listing now includes a customer name
- Display the employee’s original name on the employee listing as well as the display name
- Part usage listing has been updated with recent first orders
- Lead conversion and customer creation popups now offer the option to redirect to a job
- Private Note UI has been improved
- Fixes issues where part tax codes are not saved after updating
- Fix for feedback/suggestion popup attachment not uploading
- Today’s filter for Lead Listing has been fixed
- It has been fixed that the Sale Payment link does not appear without logging in.
- The width of the view attachment popup has been fixed
- View Job button redirection issue on the quotation has been resolved
- Notification click redirection to the page is now fixed
June 2022
- A brand new, fully responsive UI version for both mobile and tablets
- When creating a quotation, a workflow setting will automatically update the job status
- In addition to job status, the status filter now displays a job count
- All listing pages have infinite loading with a stylish loader
- Old icons have been redesigned with thin, stylish icons and hover effects
- Added delivered on column to job listing
- All PDF views have properly spaced buttons
- Data Size field added to Data Recovery Job sheet PDF
- Layout improvements for PDF views
- Added some email providers to the email settings
- Allow different types of attachments in expenses
- Displaying the business logo on the left side for mobile devices
- A dropdown list for all assignees that can be searched
- After plan expires, showing Buy Now button
- Now you can see the employee’s display name
- Help icon displayed in mobile view
- Display only active employees in all dropdowns
- The bytephase logo has been added to the toggled sidebar
- Change the sequence of columns in Job Listings
- Changes in email and WhatsApp templates
- Templates for notifications have been updated
- The data size/capacity field accepts decimal values
- Displaying horizontal line in the Part details page
- Sending emails and SMS with extra checks
- Clear search text filter if user leaves a listing page
- Refresh quotation status automatically based on workflow settings
- Schedule a pickup popup issue fixed for mobile UI
- Send UPI Link popup width issue fixed for mobile UI
- Displaying all search boxes in mobile UI
- Displaying a calendar icon where data fields are available
- Clicking anywhere on the context button works now
- Fixes the character count in quotation terms and conditions
- Fixes the schedule a pickup filter in the customer profile
May 2022
- Both Standard Plan and Enterprise Plan now include end-to-end data recovery management options
- Added capability to select sale creation date on sale invoice
- Added new Created by column for job listing, lead, expense, task, and sale listing pages
- Added Duration filter for expense listing
- Now all pages have the same spacing between save and cancel
- An animation now appears when the theme button is hovered over and clicked
- Corrects the misalignment of the Expense icon on floating buttons
- Activation, signup, login, and reset buttons are now middle aligned
- jQuery has been removed in order to improve the loading time
- Remove the Clear Filter button from the job listing
- It is now possible to view the device password without editing the job
- Updated button loaders on save actions
- Added toggle for Logo Dropdown’s show/hide
- “Repair Services” was renamed to “Service”
- Corrected placeholder empty space
- Adjusted the mobile date filter size to match the other filter size for job listings
- Improved subscription page responsiveness and added Buy Now functionality
- Mobile View: Fixes column widths on listing pages
- Fixes visibility of Upload image buttons in read-only and edit modes
- Quotation column label changed from “Approved By” to “Approved/Rejected By”
- Mobile number field is included in the job export
- Fixes alignment for Task and Schedule pick-up action buttons
- Fixes a bug in the expense report that didn’t display today’s reports
- A minimum of one notification channel must be selected for API/Review link requests
- The Date range filter now checks that the max date is today
- Corrects the non-functional date range filter in all listing pages
- Displaying the print button correctly for signed job sheet URLs
April 2022
- Added Category, Unit Types, Low Stock Alert, and Description columns in Parts
- Added functionality to upload the Part Images
- Added UPI Link feature to Lite Plan and Basic Plan
- Scheduling, Tasks, and Leads can now be filtered by duration
- Job and sales SMS templates improved to include your business name
- Added Parts Export
- Dashboard’s default duration is now Today, formerly Last 30 Days
- Removed the optional Username field from Mail Settings
- Removed welcome email which we send on account activation as per customers suggestion
- Added hover text for buttons/links etc to improve UX and usability
- Show pricing page from website in subscription page
- Smooth scrolling and animations in the Sidebar
- Customer names included in quotation/invoice lists and exports
- Improved the content of all outgoing emails to include more accurate and useful information
- An optional video is embedded in the email setting to guide you through the process
- Removed “BytePhase” from WhatsApp message
- Fixes a problem where the job status did not update while adding a payment
- Fixes a problem where contact information didn’t update
- Fixed time zone issue with expense dates
- Redirect to email configuration video if SMTP settings are incorrect
- Removed blank space above footer from the sidebar
- Domain name should not accept ‘.’ while signup
- Showing employee birth dates to the employee profile
- Redirect to unauthorized error page after checking employee route permission
- Last Page number is now clickable. Previously it was hidden beside the floating button
March 2022
- Partial Payment for Sale: Your sales can now include any number of payments.
- Single Click Branch Switching: For enterprise users, branch switching is now simple by clicking on the business icon.
- “Chat Us on WhatsApp” button in every email, which allows customers to chat directly with your business WhatsApp number.
- Single Click WhatsApp Message to your Customer: It is an honour to announce the most awaited feature, which allows you to send WhatsApp messages to your customers instantly. Quotation, Sale invoices, delivery receipts, etc.
- We have updated all SMS templates to include your brand name (except Sale & Job, which is in progress and will release it in a week).
- By default, none of the notification boxes are selected: As a result of requests from many users, we have removed selection from notification channels (If you want to send any notification to a customer, please select appropriately).
- Sending payment requests via SMS has been added
- The comment field in the Payment UPI popup is no longer required to be validated
- In the desktop version, the employee can use different channels for help by clicking on the help Button next to the user drop-down button
- The current job status field is included in all PDF views
- The print view of a New Quotation now displays a download button
- The Job Listing now displays a serial number column
- The Customer Listing now includes a GST number column
Mobile View Fixes:
- The sidebar should automatically disappear upon selection
- Reports should be displayed correctly
- The sequence settings buttons should be properly aligned
- For the Tablet view modified the Add Customer dropdown to show the + icon properly
- In the Sales Listing, GST No, Created By, Payment Received, Payment Remaining, and Status columns have been added.
- Sales Export has been updated with the additional columns for payment received and remaining
- Displaying the sales number on the sales page in view and edit mode
- Displaying the job sheet number in the signed URL view
- Only employees are allowed access to Jobs, Sales, and Quotations with Employee Guard
- Fixes for button heights on job invoices for “View job” and “Print”
- Showing proper expense date in expense solved the time zone issue
- The payment popup for Sales and Jobs now validates the field “Amount”
- Job export and video buttons no longer appear in the mobile view
- Something Went Wrong error was fixed when creating the same model for different types of devices or brands.
February 2022
New Features
- Send UPI Payment Link/QR code to the customer (Will add SMS soon)
- A new report on job source data has been added
Improvements
- How all payment-related columns by default
- Vertical lines will appear on all listings pages by default
- Maximum size of uploaded images is now 1.5 MB
- The daily reports now include information about
- SMS Credits Left – 100
- 15 days left to expire the plan added in email
- The Daily Reports will also include information about Schedule Pickups and Expenses
- Lock/Unlock the sidebar and expand on hover
- Display an error message if the URL is incorrect/invalid
- Improved user interface for part usage
- The supplier name is now linked to the parts list
- On new account creation, the plan expiration period has been extended to 90 days
- Async performance will be improved through lazily loading all reports
- Addition of a Lead Source filter to the leads list
- Added source in signup page
Bug Fixes
- There was a bug related to deleting parts that have now been fixed
- You will now be redirected to the subscription page when an account expires, and we have added Toast notifications
- Fixed assignment change SMS not being sent
- Corrected spelling of Touchpad repair services
- Fixed job update so the job source is saved
- Resolves the remaining payment in job exports that were rejected
- Corrects tax creation validation
- On account deactivation, log out the employee/customer immediately
- Fixes in Permissions related to showing payment information
January 2022
- New Short Domain *.bytephasesmartenter.com has been replaced with *.bytephase.in as a new domain name.
- New Website- The website was replaced with bytephase.com from bytephasesmartenter.com
- New Sidebar- The new left sidebar provides scrolling, responsiveness, minimization, and more beautiful options
- A date filter was added for Sales, Quotations, Invoices, and Payments, which also enables exporting filtered data.
- Added GSTN and Address fields in Sales, Invoice and Payment exports
Improvements:
- By increasing the underlying EC2 server, we have improved the performance
- The no-reply@bytephase.in address will now be used for all autogenerated emails instead of the no-reply@bytephasesmartcenter.com address.
- Attachments have been added to Expenses for bills and receipts.
- Feedback/Suggestion is now included in the profile dropdown.
- The icons should all be visible even without the internet.
- You can directly access system settings by clicking on the settings icon near the user information in the new sidebar.
- “System Settings” were removed, and “Business Settings” and “Subscriptions” were merged into “Business Settings” in a new sidebar.
- Resolves the issue of the last date not being included in the custom date filter
- The link length for the review has been fixed
- A bug in the Daily Report has been fixed to account for timezone differences.
- We have resolved the permissions issue for inventory.
- The issue of payments remaining in the customer profile is resolved.
- In the “Services and Parts” tab, a proper error message has been added for the required fields.
December 2021
- Without a job sheet, you can create a quotation
- Ability to store a number of contacts for customers.
- An export button has been added for all payments and expenses.
- A private notes tab has been added to the customer and employee profiles.
- Filtered data can also be exported to Excel, as can customer-specific data.
- It is also possible to view each part’s usage.
- You can access videos and support from the help center.
- The expense and task descriptions can be spell-checked and edited in Rich Text Editor.
- There is a help center located on the user dropdown menu.
- You can prioritize tasks now.
- Export expenses to Excel are available.
- A part supplier profile has been created (bills, etc., will be added later).
- Performance has increased significantly.
- Account information has been cached.
- Dashboards are loading more quickly.
- Columns with date data have been indexed.
- Information on exports (including who exported and business contacts) has been improved.
- Expense Report
- Added submenus for Part and Part supplier instead of adding it as a tab
- Email/SMS integration for scheduling pick-ups.
- We removed non-crucial reports from the dashboard and added expense reports.
- The due date, scheduled pickup time, and progress reports are now sorted in a more intuitive manner.
- The leads are now sorted by the next follow-up date.
- Expense categories can now be edited and deleted
- The permissions check for expenses has been fixed
- Private notes now show the owner without refreshing
- There was a bug preventing filters from clearing on job listings that was now fixed
- The access denied to employees because of billing permissions has been fixed
- Resolves addition of employee permission for employees
- Editing payments now displays the right payment type.
- The bug in the calculation of the total amount for sale in case of an increase in quantity has been fixed.
- We have reverted the persistence of Job listing filters.
November 2021
- Expense Management
- Schedule A Pick Up for customers as well as employees
- Show Scheduled Pickup in employee profile and dashboards.
- Job Source: Option to select Job Source while creating a job, also option to manage Job Source from System Settings => Job Settings => Sources
- Export to Excel: Added Export to Excel for Sale, Tasks, Job, Customer, Lead, Quotation, and Invoice.
- Expense Categories: Added Option to create Expense Categories from System Settings => Business => Expense Category
- Show bank details on Quotation, Invoices, and Sale
- Request Customer Review: Get feedback from customers using Request Review, Also option to configure Review Links from System Settings => Business => Business Information => Review Links
- Improved customer dropdown for sale to show name icons and contact information.
- Dashboard/Reports added today and yesterday in the duration dropdown.
- Added Spell Checker for all comment fields.
- Now customers can send WhatsApp to business owners if the WhatsApp number is configured.
- Show payment remaining on payment receipts
- Show “Created By” and “Date and Time” in Private Notes
- Job detail page categorized into meaningful sections added new sections for Device Information and Repair Information
- Performance Improvements:
-Asynchronous dropdowns to improve loading time
-Dashboard loading is approximately 30 % faster than asynchronous loading
-Added Cache Layer for Job Source, Service Type, Employees, Device Type, etc
-Moved export to excel from front-end to backend to get it faster as well as reduce the build size by removing a dependency.
- Fixes all table button arrangements to show on the right side.
- The search box on mobile view can be inside the overflow button (3 dots on the right side)
- Reduce font size for the left sidebar.
- Fixed add-part-popup height
- Fixed mobile number field
- Fixes repair service icon in Job Settings
- Clickable user link name only for employee
- Fixed Label for invoice signature from “Signature” => “Employee Signature”.
- Fixed notification click redirect
- Fixed payment remaining and payment status must be empty for Rejected Jobs
- Fixes Send notification for comments only visible to the employees
October 2021
New Features
- Option to add part/service Including/Excluding Tax.
- Option to Manage Inventory Stock (Part Quantity automatically reduce if a part is used in sales/jobs)
- Individual Dashboards for Employees to provide information on Assigned Jobs, Assigned Tasks, Assigned Leads and Delayed Jobs
Improvements
- Auto uppercase first letter for all name attributes (Ex If you save the device brand as “apple” it will automatically be saved an “Apple”).
- Business Settings Buttons will show on top previously we are showing it down.
- Label change for “Vendor Job Id” to “Dealer Job Id”.
- SMS history link clickable.
- In sales added price and quantity as mandatory fields.
- Added Contextual logging for better debugging.
Bugs Fixes
- Fixes Sales invoice not showing part quantity column.
- Fixes mobile responsiveness Create customer view.
- Fixes employee assigned tasks and leads to counting only open status tickets
- Fixes Assignee Change while payment throwing error.
- Fixes sequence number already used error in case of error creating entity.
- Fixes placeholder for lead status.
- Fixes Part supplier GST number update not saving issue.
16 September 2021
- All Payments, Invoices & Quotations are added in the “Billing Tab”.
- On Create Customer option to select notification SMS, and Mail for customer activation.
- On Changing the assignee option to send SMS, Mail, or Web notification to the employee.
- Daily Business Report at 9.00 PM with additional information.
- Added “Assigned Leads” and “Assigned Tasks” tabs in the dashboard and Employee Profile page.
- Fixes add job icon on floating button
- On Mobile view show rollers for the calendar.
- Signature responsiveness and issue with not displaying Employee Signature/Printing etc
- Added Column Chooser for all tables
- Hide assignee filters from the dashboard and employee profile for Lead and Task.
- Updated UI to show “+” button for all creates buttons.
- Fixes Business settings not saving
- Fixes code to show employee details on pop hover
- Fixes Customer add popup at Least one required validation
- Fixes time difference issues for tasks and leads.
01 September 2021
- Daily business report
- Send Whatsapp messages to Customers/Employees.
- Updated search method for customer and UI improvement
- Added device type filter for the Job Listing page
- Added Customer Type filter for Job Listing page
- Added multi-select dropdown for Lead Status Filter
- Show alternate phone numbers in an invoice, quotations, payments, etc
- Error Notification for unauthorized access
- Added column chooser for sale, part, customer, employee
- Improved the email content for new Sale mail
- Improved Customer search dropdown to show Icons and on-demand loading
- Fixes admin cannot deactivate his account.
- Fixes preventing delete action on repair service, storage location, and device colors if already used in jobs
- Fixes GST number not showing on an invoice, quotation, or payments, for Dealer/Corporate User
- Fixes tax code updates for repairable services
- Fixed comment font issue in payment mail
- Fixed bank nullable fields
- Show notification to the user while sending mail if there exist invalid email settings
- Fixes printing margins
- Hide the signature box while printing.
16 August 2021
- Added SMS notification for job status updates.
- Added SMS notification as well as notification channel selection for “Add Comment”.
- Keyboard support for quickly creating Job (Alt+J), Sale (Alt +S), Lead (Alt+L), and Task(Alt+T).
- Added sales report in the report tab.
- Added SMS to send a link for customer account activation.
- Persist job listing filter selection.
- Added Delivery receipt number and payment receipt number.
- Increase Font Size for all PDFs (Sales, Invoice, Quotation, Job sheet, Payment, Delivery Receipt)
- Digital Signature Capture now supports Mobile/Tablets etc
- Fixes Tax subclasses not showing for sale.
- Prevent adding multiple deliveries for an individual job.
- Fixes “Total” column width in the Quotation and Invoice table.
- Fixes part supplier mobile/email already exists error
- Improved signup wizard UI.
- Fixes due date color for Tasks and Leads
- Fixed mobile responsiveness for the permission tab.
- Show plan-wise term and conditions options.
01 August 2021
New Features
- The job-status will automatically update on quotation approval or rejection based on workflow settings.
- Added button to quickly create device brand on job creation page.
- Showing customer contact details on customer name link, when clicking on job listing (It will help you to quickly call customer)
- Added “Clear Cache” option in Profile Dropdown it will clear all your table settings (it will not delete any data.)
- The planwise show/hide feature will automatically hide features that are not included in your purchased plan.
Improvements
- Hide floating button features plan wise
- Fixed sale icon in floating button
- Removed mandatory “transactional_id” from add payment popup
- Added due date for tasks.
- Added Courier option in Job Service Type
- Fixed login page logo size
- Fixed Lead and Task to show assigned task/lead counts appropriately
- Added creation assignee history of the job, sale, lead, task, etc
Bug Fixes
- Fixed number formatting for payment-related columns like price, amount, sub_total etc
- Fixed lead type changes not updating in Lead detail.
- Fixed-mobile view responsiveness for the sidebar toggle icon
- Fixed some mobile UI responsiveness issues.
- Show the sequence number according to the plan you purchased
- Fixed Taxes list header alignment for Subclasses
15 July 2021
- SMS Credits balance and Buy SMS Pack (We have provided 50 SMS credits to all customers, after that your SMS’s will stop until you Buy the SMS pack).
- Verify ownership of device using Job Delivery with OTP verification.
- Invoice Edit functionality similar to quotation edit.
- Now you can add terms and conditions for Sales, Payment, Delivery.
- Added “Create Sale” option in Floating button to quickly create the sale.
- On Job listing employee dropdown shows a count of assigned jobs, In a similar way if you are on the Task list you will see assigned tasks to the employee in the employee dropdown as well as in the Lead list you will see the count of leads assigned to an employee in the dropdown.
- Added Mail, SMS& Web notification to Create Delivery.
- Added notification for Task assignee (Task Management).
- Added date filters & assignee filters for leads.
- Now lead list and task list you can select the column you want to show in the list using column chooser.
Bug Fixes
- Fixed Permission issue for employee (create/edit sale, create repair service).
- Fixed dashboard reports for the count of jobs.
- In the notification, Fixed Sales link not opening the particular sales.
- Fixed download attachment in job details.
- Fixed UI related bugs.
- Fixed Lead update email
- Fixed Lead Followup not saving the follow-up channel
01 July 2021
New Features
- Advance Permission Controls for employees, Now you can show/hide any tabs, payment information etc from your employee using permission controls.
- Digital Signature Capture for JobSheet, Quotation, Invoice, Payments, Delivery and Sale.
- Short Link for all SMS’s, we have reduced the length of links we are sending in SMS from around 120 characters to around 40 characters.
- Added Subscription tab to show purchase options and SMS history.
Improvement
- For new signups, a sequence number for job sheet, quotation, and invoice is small by removing – in sequence number.
- Improved responsiveness for job sheet & quotation.
- SMS history UI fix for empty space.
- Fixed Summary column width by removing label Sum.
- Improved button UI/padding for Safari Browser.
Bugs
- We fixed the issue of feedback not working without images by making images optional.
- On authentication, failures fixed 500 errors with 401 Unauthorised access.
- On expiring trial period redirect to the subscription page, previously it was redirecting to settings tab.
- Fixed Job Service and parts horizontal scrolling.
- Fixed customer address not showing if customer opened link without login.
June 2021
New Features
- SMS, Email integration for Sales.
- The sales receipt link will open without customer logins.
- Added option to change assignee while adding payment, delivery, or updating job status.
- Added Subscription tab in left sidebar menu for “Subscription” and “SMS History”.
- Payment Integration is available now for a subscription.
- SMS Pack integration available for SMS credits.
Improvement
- A re-designed user interfaces for all authentication pages.
- As per the customer’s suggestions, removed configurable website.
- In Sales and Jobs while adding part you can specify quantity as well.
- On Job, the list added sorting for Created Date and Due date columns.
- On job list and customer list Added filter for user roles.
- Removed initial quotation filed from Job sheet, Quotation and Invoice as per customers feedback.
- Added GST field on Job sheet, Invoice, Quotation.
- You can purchase a product or pay directly to us for a plan and SMS from our website https://bytephase.com/
Bugs
- The “Approved By” field now shows the approved user name on quotation approval.
- SMS integration properly working for a quotation.
- Fixed all popup height issues for mobile responsiveness.
May 2021
New Features
- Customer can view Job Sheet, Quotation, Invoice and Payment receipt without logged in.
Improvements
- Sales: Added “sales invoice no” on Sales Receipt PDF copy.
- Left side menu: “Task Management” renamed to “Tasks”.
- Left side menu: “Lead Management” renamed to “Leads”.
- Leads: “Select assignee field” shows all employee list in it previously it’s showing just 10 records.
Bug Fixes
- Job Delivery: Fixed add delivery not working for “Customer Pickup” type.
- Part Supplier: Unique validation added for “Mobile No” & “Email” and also added “GST No” validation.
- Leads: Unique validation added for “Mobile Number”.
- Search Boxes: Search box on listing pages of Parts, Part Supplier, Leads will show only filtered results.
- Assignee Links: Assignee link on job listing redirect to employee profile previously it’s redirecting to customer profile view.
- Schedule pickup Request: “Issue field” is now working also editable.
April 2021
New Features
SALE: Following to April Release plan we have deployed the Sales module, Please find the details below:
- Only Admin/Reception can Create/Edit/View Sale in Left Sidebar Below Customer link.
- Sales list have the option to filter by customer name, sale number and Payment Status.
- You can download a sales invoice by clicking on the PDF icon from the sales list.
- You can set Sales Sequence Number from System Setting => Business => Sequence Setting.
Bug Fixes
- Add payment now show mandatory transaction ID in case of the online transaction.
27 March 2021
New Features
- Added custom option to select all reports including dashboard with specified dates.
- Add your WhatsApp link from System Settings => Business => Social Links
- Added priority column in the job listing.
- Added option to send Mail/Web notification to customer on changing status from “Update Status” popup.
- Show quotation status as Badge for consistency.
Improvements
- Lead: Either email or mobile number is mandatory not both.
- As per suggestion from a customer we observed that popups are not fitting on screen and needed scroll, we fixed all popup heights
Bug Fixes
- Job Quotation: Approval/Rejected comment is now visible, it was not showing earlier.
- Service and Parts: Responsive changes for showing the amount for mobile view.
- Invoice: Earlier invoice comment is not sending in an email it should work now.
- Part Supplier: Fixed part supplier edit/delete not working.
24 March 2021
New Features
1. Added ON/OFF table settings to show Column lines, Alternate Row Color, Show Row Lines settings etc on all tables in the system.
2. Default Address: Set Default State/City for your account, once you set this while creating a customer you don’t have to set state and city for that customer.
3. Delivery Receipt: From Job details => Delivery you can View/Download/Print delivery receipt.
4. Update status: You can update the status while changing assignee or adding payment or adding delivery details.
5. Delivered By: Added field for “Add Delivery” popup to take delivered by employee name
Bug Fixes
1. We removed the requirement for an email on the customer update page and now only require either an email or mobile number.
2. Invoice: Fixed Invoice Date and added Printed on the date.
3. Lead: Fixed Lead validation error showing message twice.
4. Inventory: Added validation minimum value validations for part quantity, price, and selling price.
17 March 2021
New Features
- Export Job list to Excel
- Job sheet, Invoice, Quotation and Payment will now show an option to send Email, SMS and Web notification to the customer.
- On Job listing added column for “Payment Received”, you can select that from column chooser.
Bug Fixes
- On Job listing expand Overview not showing part is fixed.
- Customer Login not able to view Job details as its throwing Forbidden error is resolved. 3. 3. 3. Spelling fix for “Term and Conditions” to “Terms and Conditions”
- Fixed Add Delivery popup title “Add Delivery”.
- Fixed Job invoice mail is not sending mail to customer
08 March 2021
New Features
- Job list now have a date filter
- Added phone number filed in Create user popup (job detail page)
Improvements
- Removed stage filter from job listing as of low usage.
Bug Fixes
- Change Email from customer profile detail page now don’t need old email.
- Spelling fix from “Storage Location” to “Storage Locations” in job settings
- Fixed job status popup not opening second time if closed from a close icon
- Fixed customer search on the job listing to search using customer name, mobile number, email.
05 March 2021
New Features
- Overview with a master-detail page for quick updates.
- Job listing added Repair services and Device type in the listing
- Payment edit and delete options are available now
- All tables now have options to change the position of column, increase/decrease column width.