2018 FleetLogic Release Notes

Contains release notes for both the web and mobile versions of FleetLogic for the 2018 calendar year.

These release notes address new features and code fixes for the standard release of FleetLogic as of 2018. Notes are categorized as either Enhancements (new components or features) or Corrections (bug fixes).

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

December 2018 Version 2018.12

Desktop App

WORK ORDERS

  • Enhancement: When emailing a work order, the recipient list will now suggest email addresses based on the email address(es) stored against the selected customer.
  • Enhancement: To eliminate redundancies, the Mechanic, Status, and Priority filters at the top of the Work Order > List page have been removed.. The table’s column headers have built in search, sort, and filter options so those should be used instead.
  • Enhancement: The table present on the Work Order > List page have been modified to allow users to enable / disable columns from appearing (via the “Columns” tab)

INVENTORY

  • Correction: Previously, when a part was requested and the Qty was changed in SRM, those changes were not flowing back to FleetLogic dispatch. We have corrected this to ensure that the requested parts table is always in sync with SRM.
  • Enhancement: Users will now be able to view any inspections that have been completed for the selected asset by navigating to Inventory > Asset > Inspection History.

ADMINISTRATIVE

  • Enhancement: Changes have been made to ensure the timestamps viewed on-screen in Dispatch will always be according to the logged in user’s Divisional time.
  • Enhancement: The link to the Help Center has been moved from the user menu to a more accessible location in the top navigation bar.

Mobile App

ASSET MAINTENANCE

  • Enhancement: When selecting the status of an asset, the code will now display. Previously, only the description / name of the status would display.

WORK ORDERS

  • Enhancement: If multiple mechanics are assigned to a single work order, only the last mechanic will be prompted to print an inspection tag. Previously, any mechanic would be able to print an inspection tag.
  • Enhancement: When issuing parts on a work order, the default quantity was “0”. This has been changed to be “1” instead.

ADMINISTRATIVE

  • Enhancement: Mobile users who also have Dispatcher access will be able to navigate directly from the mobile app to the Dispatch screen via the hamburger menu.

November 2018 Version 2018.11

CONTRACTS

  • Enhancement: The Tax Code, Tax Exempt Number, and Exempt Type for the selected customer will now appear on-screen.
  • Enhancement: Added logic during contract creation to prevent users from selecting a quantity greater than one for products that are flagged as a “non-bulk” item.
  • Enhancement: Added the ability to see the grand total of a contract including products, services, taxes, and any payments that have been taken.
  • Enhancement: Added the ability to view the availability of products before adding to a contract.

INVOICES

  • Enhancement: Added additional logic to allow on-account customers to make partial payments and add the balance to their account.
  • Enhancement: Added additional logic to allow customers to make multiple partial payments with different methods of payments (e.g. half with cash, half with credit).
  • Enhancement: Added the ability for users to override the rate/price of a product on a sales invoice. This will not override the rate/price for the product record; it will only update the product rate/price for that specific invoice.

INVOICES & CONTRACTS

  • Enhancement: Removed the Quantity on Hand column from the Products table Added “Total” Column to Product Table
  • Enhancement: Added a “Total” column to the Products table on invoices. This will auto-calculate based on the Rate and Quantity entered (rate x quantity = total)
  • Enhancement: Rearranged the Rate, Quantity, and Total (new) columns on the Products table
  • Enhancement: Removed the “Type” column from the Services table Renamed “Rates” to “Unit Cost” in Services Table
  • Enhancement: Renamed the “Rates” column to “Unit Cost” in the Services table.
  • Enhancement:Added a “Total” column to the Services table in invoices. This will auto-calculate based on the Unit Cost and Quantity entered (cost x quantity = total)

INVENTORY - PARTS

  • Enhancement: We made a change so that the Date of Manufacture was no longer a mandatory field.
  • Enhancement:Added the ability to specify product vendor # and description of a part.
  • Enhancement: Added the ability to specify the make/model information for a part.
  • Enhancement: Added fields for the product cost, markup %, and list price. Also added fields relating to the Cost Type (Average or Zero Cost) as well as a checkbox to add the product to the Price List.
  • Enhancement: Added the ability to specify the barcode(s) associated to the selected part.
  • Enhancement: Added the ability to specify the safety note(s) associated to the part, if any.

CUSTOMERS

  • Enhancement:Updated the appearance of the Customers menu and form to be more in-line with our other pages. This included repositioning buttons as well as removing the “progress bar” from the bottom of the form.
  • Enhancement: Added the ability to store contact records for each of your customers including the contact’s title, name, and address.
  • Enhancement: Added the ability to store the driver’s license(s) associated to the selected customer.
  • Enhancement: Added the ability to upload file attachments to the customer record.

October 2018 Version 2018.10

Desktop App

WORK ORDERS

  • Enhancement: We’ve added additional restrictions for inspection tag reprinting. Previously, when a dispatch reprinted a mechanic’s inspection tag (red/green), the dispatcher could choose to print either a red or a green; there was no logic in place. Now, the dispatcher will only be able to reprint the original inspection tag that the mechanic indicated on their work order.
  • Enhancement: The “Print” button on the work order screen was misleading to some users so we have renamed it to “Print Tag” as the button was used to reprint the inspection tag, not print a copy of the work order.
  • Enhancement: Mobile changes were made to allow mechanics to add comments to inspection form line items. We’ve made changes to the Dispatch screen to view those comments, as well. They will be visible under the “Inspection” tab on the WO.
  • Enhancement: An email function has been added to the work order screen that will allow the user to email a copy of the work order to a mail recipient.
  • Enhancement: A download function has been added to the work order screen that will allow the user to download a PDF copy of the work order.
  • Enhancement: A print function has been added to the work order screen that will allow the user to print a PDF copy of the work order. Upon selecting the print option, the PDF will open on-screen with the ability to then print to your designated computer printer.

FleetLogic Mobile

  • Enhancement: We added the ability for mechanics to add comments to inspection form line items. Previously, you could toggle a Y/N response. Now, users will be able to add comments to each inspection form question / item, which will then relay back to FleetLogic Dispatch and SRM.
  • Enhancement: Users will now be able to create a work order from the asset maintenance screen (via the hamburger menu) as opposed to having to go to Work Orders > Create.
  • Enhancement: Users will now be able to view work orders relating to a specific asset from the asset maintenance screen. Previously, users could only view active work orders by going to Work Orders > Open or view historical work orders for an asset on a work order they have been assigned via the “History” button.

September 2018 Version 4.0

Desktop App

WORK ORDERS

  • Correction: We resolved multiple back-end bugs that were a result of our v3.9 changes that allowed multiple mechanics to be assigned to a work order.

Mobile App

  • Enhancement: There were several discrepancies between iOS and Android versions of the FleetLogic app. In order to maintain consistency between the apps, we have changed several labels to ensure both apps look the same. No functionality changes were made.

August 2018 Version 3.9

Key Release Notes

These particular release notes address new features or code fixes that could affect your daily business practices and are therefore highlighted here. They are also detailed in the full release notes that follow.

Multiple Mechanics on a Work Order Our 3.9 release includes significant changes to the desktop and mobile FleetLogic platforms. These changes will permit multiple mechanics to be assigned to the same work order.

As part of the changes, we’ve implemented additional logic to dictate the calculation of the work order’s status as multiple mechanics may be assigned to a work order, resulting in multiple statuses. This logic, as well as the overall feature addition, has resulted in significant changes to the appearance of both the mobile and desktop applications. All changes will be fully laid out in the Help Center, located at www.help.texadasoftware.com, following the release.

Desktop App

  • Enhancement: Dispatchers are now able to assign multiple mechanics to a single work order.
  • Enhancement: A work order’s status will now be determined by looking at all the individual mechanics’ statuses, then applying logic to display one overall status. For example: if one mechanic has Completed their work order and another is still In Progress, the overall work order status will be “In Progress”.
  • Enhancement: When running a Work Order Report, if the “Assigned” column is included in the report, all mechanics who have been assigned will be included in the report.

IN-YARD RETURNS

  • Enhancement: When a mechanic or other mobile user has flagged an asset as damaged, the desktop application will show the return in red text to alert the user to review the notes.

TIME TRACKING

  • Enhancement: A Dispatch user will now be able to clock in and clock out from the desktop application.

Mobile App

WORK ORDERS

  • Enhancement: Previously, only Paused or Completed work orders would update the desktop application. This has been changed to also update an In Progress work order so that the Dispatcher has the most recent information. The Dispatcher will now receive photos, inspection form information, labour, and parts while In Progress.
  • Enhancement: If a work order has multiple inspection forms and multiple mechanics assigned, each mechanic will now be able to “claim” one of the inspection forms. Once claimed, no other mechanic can complete or modify the inspection form.
  • Correction: In our last release, we made significant changes to the way we manage parts. During that feature release, there was an error in the way the Quantity on Hand was being pulled from companies with more than one Division. This has now been corrected.
  • Enhancement: In addition to the mechanic being assigned a work order from the Dispatcher, the mechanic(s) will also be able to assign themselves / join an In Progress work order that has other mechanics assigned to it already, as well.

ASSET MANAGEMENT

  • Enhancement: When navigating to Asset Management, the user was only able to view historical / completed work orders. Now, the user will be able to see historical work orders as well as open / current work orders.

July 2018 Version 3.8

Key Release Notes

These particular release notes address new features or code fixes that could affect your daily business practices and are therefore highlighted here. They are also detailed in the full release notes that follow.

Parts Management on Mobile and Dispatch Changes were made to the way we handle parts from the mobile device to Dispatch, and through to SRM. Now, when a mechanic adds a part, the user will need to select whether the part is being issued (consumed immediately) or whether or not they’re requesting the part. A requested part will not affect inventory while an issues part will affect inventory.

Work Order Changes on Create Screen Mechanics will now be able to self-assign a work order during the creation workflow. Previously, mechanics had to create the work order, then navigate to the list of unassigned work orders and manually assign the work order to themselves. Additionally, dispatchers will be able to assign a work order to a mechanic during the creation workflow. Previously, the dispatcher had to create the work order, then locate it in the list of work orders to assign it to a mechanic. The users will now be able to bypass those workflows.

Desktop App

WORK ORDERS

  • Enhancement: Users can now filter by the division and/or location that a work order is assigned to. Set Location at Creation
  • Enhancement: When creating a work order, users will be able to specify both the Division and Location. Previously, users could only specify the Division.
  • Enhancement: Dispatch users will now be able to see the quantity requested, issued, and on back order when viewing the Parts tab of an existing work order.
  • Enhancement: When creating a work order, users will now be able to specify the posting type, which will correlate and sync to SRM.
  • Enhancement: Dispatchers will be able to assign a work order to a mechanic during the creation workflow. Previously, the dispatcher had to create the work order, then locate it in the list of work orders to assign it to a mechanic. The user will now be able to bypass that workflow.
  • Enhancement: When generating a work order report, additional columns / datasets have been added. This additional information includes Time Created, Time Started, Time Completed, and Duration. The Duration column is a field that is calculated based on the span of time between the start and complete times.
  • Enhancement: Work order reports were added in v3.7, however, only one report could be saved at a time. The report now allows users to configure multiple reports, save and load a past configuration, and name the report. It is also now possible to determine a default report, which is the report that will always load when navigating to this page.

INVENTORY

  • Enhancement: As part of our Parts Management changes, we have added a screen to the Inventory menu that allows a Parts Manager to view all requested parts.Notify Mobile User of Parts
  • Enhancement: We have added a “Notify” button to the Requested Parts table that allows a Parts Manager to trigger a notification to the assigned mechanic’s mobile device.

OTHER

  • Enhancement: A link to the Help Center has been added. Users can access the Help Center by clicking on their login logo in the top-right corner.

FleetLogic Mobile

WORK ORDERS

  • Enhancement: When viewing work orders in the schedule, the vertical bar next to the date will now indicate the priority of the work order (green = low, yellow = moderate, red = critical).
  • Enhancement: If a work order has been reassigned by the Dispatcher, the mobile user will now get a notification of that action on their mobile device.
  • Enhancement: As part of our Parts Management changes, we have remove the “Add Parts” button and replaced it with two buttons: “Issue Parts” and “Request Parts”. This allows customers who have a Parts Manager to prepare the parts for the mechanic without reducing the on-hand quantity of the part(s). Once added, the user may edit these.
  • Enhancement: Mobile users will now have the ability to determine whether or not the purchasing agent needs to be notified when requesting parts.
  • Enhancement: Mechanics will now see the on-hand quantity of a selected part. If a user requested more parts than what is on hand, the difference will go on back order.
  • Enhancement: As part of our Parts Management changes, mechanics will now be able to override FleetLogic if the quantity of issued parts exceeds the on-hand part quantity (configured by Texada at customer request)
  • Enhancement: When creating a work order, users will be able to specify both the Division and Location. Previously, users could only specify the Division.
  • Enhancement: When creating a work order, users will now be able to specify the posting type, which will correlate and sync to SRM.
  • Enhancement: Mechanics will be able to assign a work order to themselves during the creation workflow. Previously, the mechanic had to create the work order, then locate it in the list of open work orders to request assignment. The user will now be able to bypass that workflow.

OTHER

  • Enhancement: Clicking the link for the Help Center will now direct users directly to the FleetLogic mobile section of the Help Center instead of the landing page.