Over the past few weeks leading up to January 15th, we've released a number of platform improvements on both the web and mobile.
Web
New:
API:
Ability to activate, deactivate, create and update Locations using the API.
Ability to activate, deactivate, create and update Operators using the API.
Ability to retrieve Job reports using API, including:
Digital signature
Fulfillment report
Incidents report
Incomplete report
Ability to retrieve Job messages and notes using API.
Auto-Dispatch - Zoning:
A new premium module is now available! Auto-dispatching allows you to define your business zones, configure them based on your business requirement and automatically run and create your routes.
For more information, please contact your account manager.
Video Showcase: https://vimeo.com/788708139/2b50c1eaca
Default Operators by vehicle: Ability to pre-set up to 4 default operators for each vehicle. This can be set up from within the vehicle creation/editing form and will apply whenever the vehicle is selected for a new itinerary. By selecting the vehicle, the default operators will automatically be added to the itinerary selected.
Video Showcase: https://vimeo.com/788708244/f2c6eed237
Display time windows on the Itinerary Builder:
Displayed under the Pending Jobs list on each Job tile.
Displayed when you hover over a marker directly on the map.
Display branch Location ID on the Itinerary Builder:
Displayed when you hover over a marker directly on the map
Job-status indicators on the Itinerary Builder: New indicators now appear on each marker on the Itinerary Builder providing the user more clarity around the status of each stop.
In Progress: Orange arrow
Completed: Green checkmark
Partially Completed: Orange checkmark
Incomplete or Damaged: Red checkmark
Merge customer profiles: Ability to merge customer profiles together. This action can be completed directly from the Customer & Jobs page allowing users to merge duplicate accounts when needed.
Refresh Pending Jobs list: A new refresh button has been added to the Pending Jobs list of the Itinerary Builder allowing the users to refresh the list in order to reflect any changes.
Sorting the Pending Jobs list: We added a lot of sorting options on the Itinerary Builder's Pending Jobs list section by Name(default), Job type, Time Preference, Branch, Distribution, Time Windows - Start, Time Windows - End, and Quick Description.
Changes:
Fulfillment options: We've added more flexibility to your fulfillment options.
Access: Settings > Company > Fulfillment Options > Completion Reports
Options:
None: No additional requirements to complete a Job.
Fulfillment Report Mandatory: The operator must complete a fulfillment report in order to complete a Job.
Digital Signature Mandatory: The operator must receive a digital signature in order to complete a Job.
Digital Signature Mandatory and Fulfillment Report Mandatory: The operator must complete a fulfillment report and receive a digital signature in order to complete a Job.
Digital Signature Mandatory OR Fulfillment Report Mandatory: The operator must complete a fulfillment report OR receive a digital signature in order to complete a Job.
Searchable drop-downs in management forms: Ability to search within the managements forms:
Vehicles: Start from and Return to
Operators: Timezone
Staff: Timezone
Sidebar navigation menu: A new modern design is now available. Categories have been reviewed to better reflect the user needs and work flow.
Fixed:
The Dashboard statistic report for the supervisor account has been resolved.
The Itinerary list expand/collapse toggle on the Itinerary Builder has been resolved.
The Itinerary list "flickering" issue has been resolved.
The Pending Jobs filter issue on the Itinerary Builder has been resolved.
Mobile
The following additions and changes were made on both iOS and Android.
New:
Display branch location ID on the mobile application:
Activation: Settings > Company > Operator App Options > Display Location ID
Reset Stop Status: The ability for operators to reset the status of a job to a previous state.
Activation: Settings > Company > Operator App Options > Reset Stop Status
Details:
Maximum allowable reset per job: 2 times.
A back arrow will be visible on the operator app.
Changes:
Custom action description field: The ability to change the action description field from a text field to a drop-down list and to pre-define the drop-down list values as needed.
Access: Settings > Company > Job Creation Options > Custom Action Descriptions
Performance improvements.
Minor bug fixes across the application.