Update Notes

20 Jun 2025

  • Bug fixes & Improvement
    • Improvement for "Product/Service" tables inside Field Services to suit mobile views.
    • Improvement for Field Services calendar view. The start schedule will change when dragged into other date block. When dragged to a new date, it will change the date in "Schedule" menu too, affecting all related team.
    • Improvement for Field Service calendar title. It will show "Asset Builder + Customer Name + Job Name" format

  • Field Services
    • Added list of unscheduled job panel in field services calendar view, located on the right.
    • Added client name in pop up calendar view.
    • Added torque field to keep torque documents.

  • Invoices
    • Added a "Thank you" button to send email after customer has paid the invoice.
    • Added reminder pop up after confirming invoice.

2 Jun 2025

  • Field Services
    • Move "Real time Work" fields into "Visit table", which allows you to record multiple time visits for the job
    • Add automatic 24 hours SMS notification to customer before working on the project

  • Job Request
    • Removed "Scheduled Date" from Job Request because its unused.

28 May 2025

  • Estimates
    • Added Terms & Condition Template dropdown which can be customized.
    • Added pop up of creating additional reminder for this estimates during validation.


14 May 2025

  • Field Services
    • Group Records based on state in list view, also sorted by descended date
    • Added Calendar view
    • Added Equipment Section Which will carried over the record from job request
    • Added “Engineering Required” fields which carried over the record from job request

  • Job Request
    • Group Records based on state in list view, also sorted by descended date
    • Added Referral Source Under the customer menu
    • Added Equipment Section & Menu
    • Added “Engineering Required” fields
    • Added Calendar view

  • App Selection
    • Installing CRM will add referral Souce into CRM and Leads


23 April 2025

New Updates

  • SMS feature has been added into Estimates and Invoice

12 April 2025

New Updates

  • Job Request 
    • Add section and notes into Required Products / Services. It will also be carried over when estimate are created.

  • Estimates
    • Additional lines or revision in Estimates will be reflected in Job Request.
    • When state becomes Approved, it only allows user to edit price and product description. Adding product feature is disabled, unless added from Field Service.

  • Field Service
    • Improvement when changing Delivered quantity, it will change both “delivered” column in picking and estimate.
    • New product or service can be added and will be reflected to Estimate and Job Request, also works for quantity revision.
    • Add section and notes into field services which carried over from job request.

  • Invoice
    • Fix a problem where product added in Field Services doesn’t show in invoice.
    • Auto creation of invoice has been disabled. Invoice needs to be created from Estimates manually.


Bug Fixes

  • Job Request : Fix attachment bug where Job Attachment and Internal Attachment are linking with each other instead of working on its own.


13 March 2025

New Updates

  • Adding products or services into field service records now sync to estimates and invoices
  • Outgoing mail server setup has been added inside Settings > User & Companies > Companies


Bug Fixes

  • Resolved field service attachment permission error when opened by other users