April 19th, 2024 Release Update: New Features and Enhancements Across Platform/Web and Mobile 🌐📱🎉

We're excited to announce our latest updates for Platform/Web and Mobile, scheduled for release on April 19th, 2024. These updates bring significant improvements, particularly in referral management, request handling, and introducing comprehensive new geolocation features, all designed to enhance your experience. Here's what's new:

Platform/Web Enhancements:

Referral & Requests:

Workspace Settings for Portal Referrals 📤: Enable and set up referral systems directly in Workspace Settings. Customize the referral copy, message, and image.
Portal Capabilities 🚪: Users can now refer directly from the Portal using a preconfigured view, either by submitting referrals or sharing referral links.
Requests Page Added to Portal 📝: Create requests for existing clients or submit requests for new clients (both referrals and public forms).
Form Customization 🛠️: Configure visibility of custom properties on internal and external forms as required, optional, or hidden.
Referrer Property 👥: Track who referred a client with a new referrer property displayed in Clients and Requests sections.
Inbox Notifications & Settings 🔔: Updated inbox notifications for requests from the Portal and new notification settings for requests and referrals.

New Geolocation Features:

Revamped Geolocation Settings 🌍: Introducing completely new settings for geolocation, allowing granular control over geo features, which can now be enabled or disabled per team and role.
Geofencing for Clock-ins 🕒: New geofencing capabilities to manage clock-in permissions based on team and role settings, enhancing security and compliance.
Dispatcher Map Enhancements 🗺️: New updates to the Dispatcher map include enhanced visuals, updated work order whiskers, improved WO popups, and a new resource popup showcasing day plans.

Mobile Enhancements:

General Enhancements:

Project, Client, and Request Management 📊: Ability to add new projects, clients, and requests, alongside the capability to add and edit work orders.
Work Order Details 📋: Users can now fill in and edit comprehensive details of work orders, including status, assignee, collaborators, labels, instructions, visits, and forms.

Fixes:

Numeric Values Display 🔢: Ensured that numeric values in record properties are displayed with commas for better readability.
Role Verification 🔐: Corrected role verification processes for editing work order statuses, ensuring proper access control.

These updates are designed to enhance user experience, streamline workflow, and improve overall management across the platform and mobile interfaces. We are committed to continuously improving our systems to better meet your needs and we look forward to your feedback on these new features and enhancements. Thank you for your ongoing support and enthusiasm! 🌟