Physiacl Count Enhancements
To support more efficient inventory tracking, we’ve introduced the following updates:
Manufacturer Name Column: The Count Sheet, Processing Tab, and Finalize Tab now include a new column displaying the Manufacturer Name.
Improved Sorting Logic: When no bin is assigned, items will now be automatically sorted by Manufacturer Name to help streamline the review process.
Time Rates in Tech Platform
We’ve added new configuration options to make time tracking more intuitive:
New Toggles on Time Rates:
Display on Tech App – Controls whether a rate appears as an option when logging time in the Tech App.
Default – Marks one time rate as the default. (Only one rate can be set as default per employee.)
Where You’ll See This:
On the Time Rates edit screen for each employee.
On the Time Rate tab in the Resource Page.
Tech Platform Behavior
Users will only see time rates marked to Display on Tech Platform.
The default rate is automatically selected when logging time.
Applies Platform-wide:
The selected default rate also applies to all other time entry screens where rate selection is available.
Item ID in the Invoiced Item Report
To improve item tracking and reporting:
The Item ID has been added as a new column to the left of the item name in the Invoiced Item Report.
Customer Name in Global Search
We’ve made search results more informative:
The Customer Name is now displayed alongside other results in the Global Search, making it easier to identify the correct entry at a glance.
Aging Summary & Aged Invoice Report Enhancememnts
These updates offer better filtering and richer report data:
Aging Summary Report
Customer Name Filter: You can now filter results by customer name.
Aged Invoices Report
New Columns:
Invoice Payment Terms
Job Name
Customer Name Filter: Easily narrow down report results by customer.
Bid Tab Enhancements on Customer Page
To give you more context about bids:
Two new fields have been added to the Bid tab:
Bid Date Created
Next Call Date
If you have any questions about this update, please contact your JobPro Support Team today!