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.

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.

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.

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.

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 à Life Cycle tab via the “Upfit Records” button.

Issuing 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.

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 also 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.

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.