2025.1023 Service, Rental and Financials Product Updates

Ticket #

Description

TR-5222

It is now possible to add Service line items to Reservations in Rental Management (Next), with the same look and feel as the existing Product tab. The new Services tab supports editable fields for Service Code, Description, Quantity, and Rate/Price. Totals are calculated automatically, and a Services Subtotal displays at the bottom of the tab.

• Each service line can be edited or deleted using the triple-dot menu.
• System-assigned services cannot be deleted.
• All changes to descriptions appear on subsequent printed documents.
• Quantity and rate fields are fully editable, with pricing governed by user permissions.
• The Add Services button opens the Product/Inventory Search window for selecting additional services.

TR-3265

It is now possible to filter the Customer List page by customer number, name, address, and phone number.

TR-1075

An "Assigned To" panel has been added to the Create / Edit Reservation page, users to be assigned to Reservations for completion.

TR-636

A "Comments" panel has been added to the Create / Edit Reservation page. This panel matches the functionality of the Comments panel on other document pages, allowing the user to attach both internal and customer-facing comments to the Reservation.

TR-5822

Resolved an issue affecting the Edit Reservation page in which adding a link attachment would occasionally cause an error.

TR-5803

Resolved an issue affecting the Mechanic Efficiency page in which selecting a Mechanic would occasionally redirect the user to the dashboard console instead of the Work Order Performance List for that Mechanic.

TR-5718

Resolved the "We were unable to get the file" error that would occasionally occur when opening an attachment on an In-Yard Return.

TR-5717

Resolved an issue in which non-Mechanic users were occasionally appearing in the Mechanics list and in the Mechanics drop-down on the Add / Edit Work Order page.