Changelog

New Side Navigation is Here!

We’ve updated our application with left-hand side navigation to make it easier to find your most-used views, and maybe even discover new ones.

What’s Changed:

• Pinned Items – Any views you previously had in your shortcut bar are now in the Pinned Items section.
  • To pin a view: Right-click the tab at the top for any opened screen and select Pin.
  • To unpin a view: Go to Pinned Items, hover over the view, and click the pin icon.

• Organized Views – Views are now grouped under parent topics for easier browsing.
• Tabs at the Top – Shows your current view. If you have unsaved work, a gold bar will appear on the tab as a reminder.
• Refreshing a View – Right-click the tab at the top and select Refresh.
• Search Bar, Help Section, & Gear Icon – These all work the same as before
• Reports Section – The Report Selector and Report Builder are now combined under Reports.
  • Use the search to find existing reports.
  • Click Build a Custom Report to create a new one.

We can’t wait for you to explore the new layout and enjoy faster, easier navigation every day.

New Work Orders View

We’re excited to introduce a refreshed Work Orders View that’s cleaner, easier to navigate, and designed to help you work more efficiently.

What’s New

While the layout has been updated, all existing functionality remains the same; your buttons, fields, and workflows will continue to work just as before.

Highlights of the New Layout:

• Quick Overview – At the top, you’ll now see key details at a glance: WO#, Asset, Status, Open Date/Time, and Downtime.
• Main Tab – Contains everything from the top half of the old view, including asset selection, status, description, and asset details.
• Details Tab – Where you’ll enter work codes, parts, and labor.
• History Tab – A new addition showing open maintenance requests and past work orders. This is identical to what you see on the Asset View → Maintenance tab.

This redesign keeps all the tools you’re used to, but in a cleaner, more organized format to make your day-to-day tasks faster and easier.

Auto-Incrementing Asset Numbers – Workflow Update

We received some feedback on the workflow and options available on the auto-incrementing asset number option we debuted in our last release. We are happy to deliver an updated workflow based on your ideas!

• This is now available by Asset Category, not as a blanket availability in Organization Settings
• Pre-fixes and suffixes are now available for numbering (ex: VH-1, VH-2, VH-3 or 1-VH, 2-VH, 3-VH
• Leading zeros are now available

New Asset Status Type

We’ve added a new “Pre-Disposal” status for assets. This status is designed as a holding stage for assets that are nearing retirement or disposal.

Here’s what it does:

• Suspends PM schedules without marking the asset as out of service.
• Removes suspended PMs from your To-Do List, with a new toggle option that lets you choose to display them if you’d like. Suspended PMs will be highlighted in orange on both the To-Do List and the PM Scheduled Tasks view.
• Prevents auto-status changes. If the asset is in Pre-Disposal, closing or opening a work order won’t override it back to In-Service, even if auto-statusing would normally apply.

This gives you time to complete any final steps on the asset before officially retiring or disposing of it.

Creating Inventory Items on Purchase Order view

Users now have the ability to create inventory items directly on the Purchase Order view. On the Items tab on Purchase Order, click the “Create New Inventory Item” button and fill out the fields to create a new item. Once the PO is saved, that inventory item will now be searchable on the Inventory view.

Inspections

We updated the popup messages on Inspections to make it clearer when an item has either been missed or if criteria hasn’t been met, such as a required note.

Error Log Messages

We’ve improved Error Log messages to make them easier to read and share. Now, when an error occurs, the message will show the exact location in the app and include a one-click button to copy the error log. When reporting errors, please include both the location and the copied log so our team can assist you faster.

License Plate/License Plate State Update

We’ve removed the dependency between License Plate and License Plate State. Now, you can remove the License Plate State option from an Asset Category and still display the License Plate field. This is especially useful for clients who don’t need the state functionality because all their vehicles are registered in the same state.

License/Certifications Updates

We improved the license/certification calculations. When a new license/certification is added without a completion date, the default date will be the hire date of the employee. If no hire date is listed, the date will be blank.

We removed the “Can Schedule In Future” checkbox, and instead just improved the logic behind the scenes so you can select any date needed without this extra step.

The calculations for Specific Date were also updated; we found that when a completion date was added without a last performed date in, it was doubling the calculation. This has been fixed so now all dates match up and calculate correctly.

Asset Status – Inactive Option 

We introduced an “Inactive” option for Asset Status. This allows users to retire outdated statuses without affecting assets that are already assigned to them.

Accident & Claims – Auto Closing Option

We added an option in Organization Settings to allow users to select if once a Work Order tied to an accident is closed, it will then close the accident record on the Accidents/Claims view. If multiple work orders are tied to an accident, the accident record will not close until all work orders have been closed.

We also updated this view so if an accident has a primary asset designated, the asset image will automatically populate on the Main tab of this view. Users can still update images on the Damages tab for asset-specific issues.

Estimated Meter Formula

We’ve improved visibility into the estimated meter formula and calculations so you can see exactly how dates and values are determined. When a meter is updated, an information button will appear, providing a detailed breakdown of the start and end meters, along with the exact calculations used to generate the estimated meter value.

Asset Upfit Reports

We made some additional changes to upfit reports to ensure all upfit calculations are being included. Both the Asset Operating Cost and Asset Operating Cost per Meter reports include Upfit records from work orders as well as unmanaged upfits that are added on the Asset View → Life Cycle tab via the “Upfit Records” button.

Work Order Inspections

We added in the ability to add a flat fee to Inspections that are done on the Work Order view. You can add this fee in the Inspections Set Up view in the Define Inspection Items section.

Work Order Detail Report

We enhanced the Work Order Detail report to more accurately reflect markups on individual parts. Work codes are now highlighted for better visibility, and parts are clearly labeled as managed or unmanaged.

Issuing & Requesting Items

The Employee View → Issued Items tab received a small facelift to allow you to see more easily what has been issued, returned, and how many left of an inventory item an employee has.

For those with Item Styles, an update was made to clear the Item Styles attribute filters on the Item Issue field so when one field is cleared, the item selection clears and the appropriate item can be selected from the dropdown.

We also fixed an issue where signatures were inadvertently being cleared on issuances.

For limited users, we updated the History of Item Requests section on the Item Request view; we added a query to only show the last 30 days and cleaned up the columns to show status and items on the request.   

Lifetime Repair Costs

We updated the Lifetime Repair Costs field in the Asset View → Life Cycle tab to include repair costs for assets with a “Simple Asset” asset type. Now, whenever a work code with a repair type is added to a work order, the amount entered in the Total Cost field will also be added to the Lifetime Repair Costs field.

Technician View

We fixed an issue on the Technician View where clocking into an Inspection work code was not informing users if they were logged into another work code.

We added the ability for Technicians to see inspection results on the tech view, rather than having to open the Work Order. Now, when an inspection is completed, the Start Inspection button turns into Review Inspection so they can easily see the failed items on the inspection.

We also incorporated additional Spanish language options on buttons. As a reminder, you can set the Technician View to Spanish for individual users by updating their preferred language on their employee record. Once they log in with their own username, that view will automatically display in Spanish.

Lastly, we added in the ability to add work code notes on the Quick Create Work Order popup. If your Technicians create their own work orders, or work orders for the shop and use the Create Work Order button, the comments box will be available for them to add in their notes.

Shop Scheduler

We updated email confirmations for those using the Shop Scheduler functionality. Now, when users request a different appointment time, they’ll receive an email with the new confirmation time.