Field Sheet Management & Core System Fixes
This release updates how field sheets are assigned and addresses critical UI and data persistence issues within the application.
- Field Sheet Assignments to Service Categories: This task has been completed, improving the process for associating field sheets. This includes renaming “Field Sheet Template” to “Associate Field Sheet” in pull-down menus within settings and seeding assignments for new subscribers.
- Edit Button in Gray Box: The edit button in the gray box has been fixed, allowing users to edit equations directly. These equations are now stored on the selected Unit record, rather than the subcategory record.
- Service Categories Field Renamed: The “Default Product Service(s)” field has been renamed to “Associated Service Categories” for clarity.
- Unit Selection Clarity: When selecting a Unit, the system now reveals more than just the unit name, potentially including takeoff parameters, to reduce confusion during product addition/editing.
- Contract Deposit Display: It was confirmed that the deposit disappearing upon printing a contract was due to the Client not saving before printing/downloading, indicating user error rather than a system bug.

