2019 Texada Web (Formerly FleetLogic) Release Notes

Contains release notes for the web version of Texada (Formerly FleetLogic) for the 2019 calendar year.

These release notes address new features and code fixes for the standard release of FleetLogic as of 2019. Notes are categorized as either an Enhancement (new component or feature) or a Correction (bug fix).

All changes will be fully laid out in the Help Center, located at www.help.texadasoftware.com, following the release.

Quick Navigation

• December 2019 - January 2020 - 2019.12 Release Notes
• November 2019 - 2019.11 Release Notes
• October 2019 - 2019.10 Release Notes
• September 2019 - 2019.09 Release Notes
• July 2019 - 2019.07 Release Notes
• June 2019 - 2019.06 Release Notes
• May 2019 - 2019.05 Release Notes
• April 2019 - 2019.04 Release Notes
• March 2019 - 2019.03 Release Notes
• February 2019 - 2019.02 Release Notes
• January 2019 - 2019.01 Release Notes

December 2019 - January 2020

Version 2019.12

*New* eSignature functionality added for signing contracts

You now have the ability to add an esignature to contracts in FleetLogic.  Using a mobile device, your customers can sign contracts in person then have an email copy sent to any recipients they need.  The ability to add esignatures to documents saves you and your customers time, money, space, and paper.

You can read more about how to sign a contract here.

November 2019

Version 2019.11

*New* Asset inspections on tickets

We added an inspections column to the list of assets on a ticket. If an inspection is linked to an asset, an eye icon appears.

Clicking the icon opens an inspections popup where you can view the details of the inspection.

General
Ticket	Type	Description
LP-2155	Enhancement	Updated the website favicon to the latest design.

 

Inventory
Ticket	Type	Description
LP-1506	Enhancement	Added a photos column to Inventory > Assets. If an asset has associated photos, an eye icon appears in the list. Clicking the icon opens the photo gallery for that asset.

 

Tickets
Ticket	Type	Description
LP-1586, LP-1587	Enhancement	Added an inspections column to the list of assets on a ticket. If an inspection is linked to an asset, an eye icon appears. Clicking the icon opens an inspections popup where you can view the details of the inspection.
LP-1616	Enhancement	Added the ability to attach a signed document to a work order or ticket and then send that signed document as a PDF attachment when sending a receipt if an email address was specified during the completion of the document.
LP-2006	Enhancement	Updated the name of the Due column to the Off Rent column for pickup tickets and updated the Due column to the Contract Out column for delivery tickets.
LP-2123	Correction	Certain drivers could be assigned pickup tickets but not delivery tickets.

 

Work Orders
Ticket	Type	Description
LP-1616	Enhancement	Added the ability to attach a signed document to a work order or ticket and then send that signed document as a PDF attachment when sending a receipt if an email address was specified during the completion of the document.
LP-2117, LP-2118	Enhancement	Added error messages to the specific components of the work order details page, such as parts, services, labor, mechanics if there are any data sync issues between FleetLogic and SRM.
LP-2184	Enhancement	Added division and location columns to the list of work orders in Work Orders > Reporting.

 

October 2019

Version 2019.10

*NEW*  Updates to Ticketing functionality

Texada Software is excited to announce the next phase of our project to redesign FleetLogic to better meet your business needs.  This latest phase is focused on FleetLogic's Ticketing functionality and features the ability to create delivery and pickup tickets within the web application, as well as a completely overhauled ticket scheduling interface and numerous user experience improvements throughout the function.  See below for the specifics of what changed:

 

Tickets
Ticket	Type	Description
LP-97	Enhancement	Added the customer phone number to the customer information section on a ticket in the Site Contact # field.
LP-99	Enhancement	The customer number is no longer a mandatory field on a Task (Transport) ticket.
LP-100 LP-101	Enhancement	Added a date/time in/out fields for assets to the list of tickets and the ticket details popup. In ticket scheduling, the scheduled time defaults to the value of these fields, as this is the date/time out on the contract.
LP-116	Enhancement	Added the ability to cancel pickup or delivery tickets.
LP-263	Enhancement	Added Create Ticket menu option to the menu bar under Tickets. Clicking Create Ticket opens the select ticket page, which then opens the create ticket page. The Create Ticket button is removed from where it previously existed in the header/footer bars.
LP-370	Enhancement	Added the ability to view the asset number by asset description in the list of tickets.  The number of assets on a ticket now display in each line item.  When hovering over a ticket, the product number, asset quantity, and description appear.  Note: the Asset column is renamed to Assets.
LP-1580	Enhancement	When users click Create New Ticket in the menu bar, the select ticket type page opens, prompting you to select either a Delivery, Pickup, or Task (Transport) ticket to create.
LP-1583	Enhancement	After selecting the type of ticket you need to create, you are prompted to select the contract you need to associate with the ticket from a list.
LP-1584	Enhancement	Added the ability to create a pickup or delivery ticket in FleetLogic.
LP-1590	Enhancement	Added the controls to the scheduling interface to enable users to select a date and navigate between days, as well as filter the list by driver, division, or location.
LP-1591	Enhancement	Added View/Export functionality to the Ticket > Scheduling page. This enables you to export the scheduling information as a PDF, and to save your view settings so that your schedule only contains the information you need to view.
LP-1592	Enhancement	Added the ability to view the list of all delivery, pickup, and task tickets in a single list in Ticket > Scheduling.
LP-1593 LP-1598	Enhancement	Added a map view to the Ticket > Scheduling page, enabling you to visually locate a ticket and see the geographical relationship of your tickets.
LP-1594	Enhancement	Added a ticket details popup to the bottom of the page in Tickets > Scheduling, enabling you to see relevant ticket details such as the customer name, and origin and destination addresses for the ticket.
LP-1595	Enhancement	Renamed a number of existing fields to make them more consistent across and within Texada's products: Pickup Address is now Origin Address. Dropoff Address is now Destination Address
LP-1596	Enhancement	Added a Scheduled Time field to the ticket details page. The field is automatically filled with the ticket time by default, but can be updated as needed.
LP-1597	Enhancement	Added a Hide assigned markers toggle to the bottom of the page in Tickets > Scheduling to enable you to only view the tickets that are unassigned in the map.
LP-1782	Enhancement	Made a number of updates to the Tickets menu functionality to accommodate the new create ticket and ticket scheduling functions: Removed the Scheduling button from pickup or delivery ticket pages. Moved the List/Map toggle buttons to the right side of the page. Updated the Search field to be consistent across all pages. Added the filter by status to both the list and map pages for delivery and pickup tickets.

 

Contracts
Ticket	Type	Description
LP-1656	Enhancement	Updated the wording in the application to change the word Salesman to Salesperson.

 

Inventory
Ticket	Type	Description
LP-1744	Enhancement	Changed the name of the Vendor column to Vendor Prod. Desc. in Inventory > List view.

 

Work Orders
Ticket	Type	Description
LP-9	Enhancement	Moved the Comments, Photos, and Signatures sections of the Work Order details page into separate accordion menus that can be expanded or collapsed, enabling you to only view the information that is relevant to your business on a work order.
LP-305	Correction	The site name failed to appear when creating a work order, regardless of whether a site was selected.
LP-1549	Enhancement	You can now create a Work Order without specifying an asset. This is useful in situations where a customer calls for service on a piece of rented equipment, but does not have the asset number on hand.
LP-1555	Enhancement	Added an X to the asset box on a work order to better indicate that the asset can be updated on the work order.

 

 

September 2019

Version 2019.09

CONTRACTS

• LP-199 - Enhancement - Added the ability to view the calendar for a specific date when viewing a contract.
• LP-205 - Enhancement - Added the ability to edit the tax code on a contract.

FLEETLOGIC REDESIGN

• LP-1497 - Enhancement - Made cosmetic updates to the new password page.

INVENTORY

• LP-1360 - Enhancement - Added a number of columns to the list view of Inventory > Assets:
  • Product #
  • Product description
  • Status Code
  • Asset Document Status
  • Division
  • Location
  • Class
  • Group
  • Make
  • Model
  • Quantity on hand
  • List price
  • Include in inventory
  • Average cost each
  • Vendor (description)
  • Date of manufacture
  • Date Acquired
  • Internet Description
  • Serial Number (Note: if there are multiple serial #s, it displays the word "Multiple")
  • Vendor Number
  • License #
• In addition, all columns now support filtering, with the exception of:
  • Serial #
  • Quantity on hand
  • Average cost each
• All columns support sorting, except:
  • Serial #
  • Quantity on hand
  • Average cost each
• LP-1492 - Enhancement - Removed the ability to select a quantity on hand of an asset if a location is not first selected.

SETTINGS

• LP-1576, LP-1672 - Enhancement - We have updated the user access permissions in FleetLogic to be available on a per-division/location, per-user basis.  Prior to this, there was a single set of permissions that applied to all divisions the user had access to.
  
  Note: Texada Software recommends reviewing your user permissions to ensure that you have the correct user permissions for the correct division location.

TICKETS

• LP-301 - Enhancement - When a ticket is deleted in SRM, it is automatically deleted in FleetLogic.
• LP-331 - Enhancement - Added the ability to sort the values of the following columns from high to low and vice-versa:
  • Ticket (single value filtering)
  • Date (date range filtering)
  • Address (single value filtering)
  • Customer (single value filtering)
  • Status (multi-select filtering)
  • Driver (multi-select filtering)
  • Priority (multi-select filtering)
  • Scheduled Start (date range filtering)
  • Scheduled End (date range filtering)
• LP-377 - Enhancement - Updated the information in an emailed ticket to replace the due date with the date/time that the pickup or delivery was completed by the driver.

WORK ORDERS

• LP-1573 - Correction - Labour and Services on a work order disappeared when the work order was unassigned then reassigned to a different mechanic.
• LP-1577 - Correction - The list price of parts disappeared on certain work orders.

July 2019

Version 2019.07

Texada is excited to announce the first phase of our project to redesign FleetLogic to be easier and more effective to use.   Highlights of the redesign include:

1. We redesigned the overall appearance of the logic platform including a new login and password change page, as well as a new navigation menu and user settings menu. 
2. We redesigned the work order page to be more user-friendly and editable, as well as added the ability to edit/add parts, labor, and services.
3. We redesigned the tickets page to be more user-friendly and editable, as well as changed the name of transport tickets to tasks.
4. We added the ability to close internal work orders as well as close and invoice non-internal work orders (as long as you have the permission to do so enabled in SRM).
5. Made small updates to numerous field labels to make them easier to understand.

Note:  This is the first phase of the redesign.  More exciting enhancements and redesigns will be coming in future releases as we continue to improve FleetLogic.

See our new FleetLogic Web Application Documentation for more information!

 

*NEW* FLEETLOGIC REDESIGN

• LP-8 - Enhancement - Added the ability to edit an asset that is attached to an existing work order.
• LP-21, LP-23, LP-249 - Enhancement - Added the ability to add and edit parts on an existing work order.
• LP-22, LP-24, LP-251 - Enhancement - Added the ability to add and edit labor on an existing work order.
• LP-48 - Enhancement - Changed "Returns" in the navigation menu to "Yard Returns".
• LP-49, 50, 51, 52, 53, 54, 55, 56, 57 - Enhancement - Updated the labels for specific fields as follows:

• LP-67 - Enhancement - Updated the login and password reset screens to be more user-friendly and efficient.
• LP-91 - Enhancement - Redesigned the interface to assign mechanics to an existing work order.
• LP-93 - Enhancement - Added the ability to manually close tickets in FleetLogic.
• LP-94 - Enhancement - Added the ability to close tickets automatically if they are in the "Completed" status and cannot have services added to them.
• LP-142, 143, 144, 145, 146 - Enhancement - Updated the navigation menu to be more user-friendly and to improve productivity.
• LP-265 - Enhancement - Redesigned the ticket details page to display the information in a user-friendly way.

WORK ORDERS

• LP-183 - Correction - The due date on a work order displayed the Ontario, Canada time zone (GMT-4) when the work order was changed to the "Completed" status.
• LP-310 - Enhancement - Added an "Asset #" column to the work order list view.
• LP-317 - Correction - Users were unable to create a work order.
• LP-321 - Correction - Attempting to view a work order from a menu other than the work order list caused FleetLogic to crash.
• LP-332 - Correction - Attempting to edit a work order caused FleetLogic to crash.
• LP-388 - Enhancement - Updated the site search and delete function on a site selection on a work order. When a site is selected and saved, the customer/global tabs are hidden, the site search bar is hidden, and an "X" to restore the customer/global tabs appears in the top right corner.
• LP-722 - Correction - An error message failed to appear when adding a service to a work order and leaving the "Price" field blank.
• LP-724 - Correction - An error message failed to appear when adding a service to a work order and leaving the "Quantity" field blank.
• LP-1300 - Enhancement - Enabled the tax code fields to be editable when editing an existing service on an existing work order. 
• LP-1317 - Correction - Assigning a scheduled work order to a mechanic caused the work order to be removed from the schedule.
• LP-1318 - Correction - Viewing a scheduled work order caused FleetLogic to crash.
• LP-1337 - Correction - Viewing the details of a completed or closed work order in the work order history of an asset caused FleetLogic to crash.
• LP-1395 - Correction - Adding information to an existing work order in "Completed" status prevented users from closing the work order. 
• LP-1485 - Enhancement - The location on a work order can only be changed if the status of the work order is "Created" and there are no issued parts on the work order.

*NEW* INVOICES

• LP-35 - Enhancement - Added a parameter in SRM to control whether invoices are visible in FleetLogic.
• LP-40 - Enhancement - Added the ability to view invoices in FleetLogic in list and detail view.

 

TICKETS

• LP-86 - Correction - The "requires review" toggle on a ticket failed to stay in the "on" position when the ticket was updated.
• LP-87 - Correction - The customer name on a signed task ticket appeared as "none" even if the name was entered correctly.
• LP-88 - Correction - Scheduled tickets in the web application failed to appear in the schedule in the mobile application
• LP-306 - Correction - A graphical defect appeared on the priority select screen when creating a task ticket.
• LP-316 - Correction - Attempting to change a driver on an existing ticket caused FleetLogic to crash.
• LP-1418 - Correction - Users did not have the ability to move between pages of tickets in list view. 
• LP-1429 - Correction - Changing the status of a task ticket to "Completed" resulted in an error message.

 

CONTRACTS

• LP-195 - Enhancement - Added the ability to specify different invoice payment information depending on whether it is an on-account or non-on-account payment.
• LP-1491 - Correction - Attempting to save a contract after editing one resulted in an error message.

 

LOGIN PAGE

• LP-328 - Correction - Pressing the TAB key failed to move the cursor to the "Password" field when typing in the "Username" field.
• LP-812 - Correction - The favicon failed to appear in browsers using the latest Chrome and Firefox updates. 

June 2019

Version 2019.06

This release of FleetLogic focused on enhancing the stability and security of the application's codebase.

May 2019

Version 2019.05

Web App

WORK ORDERS

• Correction - Previously, the ability to filter the Work Order Reporting table by date was not functioning. This has since been corrected.
• Enhancement - FleetLogic allows multiple mechanics to be added to a work order, however, we have recognized that some customers may not want this to be possible, therefore, we have added a setting that will allow users to disable this at the division level. This is accessible by clicking the Settings icon from the top navigation bar.
• Enhancement - We have added the ability to be able to add services to a work order, including the quantity and cost/price of each service.
• Enhancement - The ability to close an internal work order has been added to FleetLogic. Now, once a mechanic has marked the WO as “Complete”, a web app user will be able to log in and close the work order.
• Enhancement - If a default posting type has been configured in SRM, this data will now be passed to FleetLogic and obeyed.
• Enhancement - The ability to schedule a work order has existed in FleetLogic already, however, the label was simply “Set Time” which was misleading and/or confusing to some users. This has been renamed to “Schedule Time” so that it’s more clear.
• Correction - At this time, the mobile device cannot process a work order where an asset has not been selected. To ensure no WOs are created without assets, we have made the asset field mandatory when creating a work order.

ASSET MAINTENANCE

• Enhancement - We have added a new configuration in SRM that determines whether or not a status code is to be hidden from the status code selector tool. This configuration will be passed from SRM to FleetLogic and obeyed accordingly. Any status code that is flagged as to be hidden or suppressed will not be available as selectable statuses.

TICKETS

• Enhancement - We have made changes to the user interface (UI) of the tickets tables (pick-up, delivery, and transport) in order to be more in-line with our other table. New functionality was added which would allow the user to specify which columns they wish to see in the table.

April 2019

Version 2019.04

Web App

WORK ORDERS

• Enhancement - We have added the ability for users to close internal work orders from directly within FleetLogic web app. Previously, an SRM-integration FleetLogic user would need to go to SRM to close the work order.
• Enhancement - In addition to the ability to close an internal work order, we have also added the ability to close and invoice non-internal work orders.

 

March 2019

Version 2019.03

Web App

USER MANAGEMENT

• Enhancement - We have added the ability for users to be managed within FleetLogic via the Settings page. From here, a new user can be created or managed with all relevant details - name, email address, password, and security roles. A user can also be designated as a mechanic, driver, or both from this page.
• Enhancement - A password reset email can be triggered for a user from Dispatch by going to Settings > Users > [select user] > Edit > Reset Password

WORK ORDERS

• Correction – Previously, the Purchasing Agent was being sent an email whether the parts had been Issued or Requested on the mobile device. This has been corrected to that the Purchasing Agent is only sent an email when parts are requested.
• Correction – Previously, users in Australia / Asia Pacific area may have experienced a date/time discrepancy on work orders. This has been corrected so that work orders have the same date/time stamp in both SRM and FL.

February 2019

Version 2019.02

Web App

TIME TRACKER

• Correction - There was a display issue created when the timezone of the mobile user was different from the dispatcher reviewing the tracked time. This has been corrected so that it is captured in user local time and displayed in reviewer local time.
• Correction - Previously there was an issue where users were not prompted with a date/time selector to add a time segment. This has been corrected so that users will be able to enter the date/time easily.

SETTINGS

• Enhancement - A settings page has been added to replace the existing settings pop-up. This now contains the user and email settings options.
• Enhancement - The ability to see the list of existing users in your company as well as adjust their security roles and assign a mechanic ID or driver number has been added.

INVENTORY

• Enhancement - The ability to view asset inspections has been added to the Asset screen in the web application. There is now a table of completed inspections in a tab beside the table of completed work orders.
• Correction - Previously, in some configurations users were receiving a ‘Date of Manufacture is Required’ error even if there was already a valid date. This has been corrected so that submitting this information is not required if it is already there.

WORK ORDERS

• Correction - Some users were reporting an inability to assign a work order if there was no scheduled time associated. This has been corrected so that scheduled time is not required for a work order and can still be assigned.
• Correction - Previously you could not Include # or & in asset search and work orders. This has been corrected so that these special characters are now supported.
• Correction - Previously the priority column in Work Order history only reflected the first priority change. This has been corrected so that the column will refresh to the current status with every load.
• Correction - Previously, a newly created asset was not showing on the "Create Work Order" and "Create Transport" pages. This has been corrected so that all assets will be shown in the search results.

January 2019

Version 2019.01

Web App

MISC/ADMINISTRATIVE

• Enhancement - We have made changes to the way we handle company timezones. Previously, there was no logic in place if the division or company time zone differed from the user’s time zone. Now, we will always display times by the document’s time zone to avoid any confusion.
• Enhancement - We have added a “?” icon to the navigation bar in order to make accessing our Help Menu easier for desktop users.
• Enhancement - We are making changes to the way we send emails from within FleetLogic. Previously, all emails were sent by Texada Software. Now, each company will have the ability to configure their outgoing email information so that emails sent from FleetLogic appear to come from your company, not Texada. This can be configured by the gear/cog icon in the top navigation bar.