Job & Contact Management Enhancements

This update brings significant improvements to job and contact management, as well as enhancements to document generation and email functionality.

  • Job Status Update Functionality: Functionality has been added to update the status of a job directly from the job edit page.
  • Billing Address Edit in Place: Clicking the eye icon next to the billing address on a job page now opens a modal to edit customer details, allowing live updates to the jobs page.
  • Jump-to Feature: A jump-to feature has been introduced for service estimates, and job status updates are now directly enabled on the details page.
  • Contact Archiving: Users can now archive and unarchive contacts from the contacts index page. A “View Archived” checkbox provides easy access to view archived contacts.
  • Production Packet Email Functionality: Email functionality has been added to the job packet. Clicking the email button in the job packet modal now opens a new modal where users can select or type an email address. Once “Send” is clicked, a ZIP file is generated and attached to the email.
  • Primary Columns Clickable: Primary columns in all list views are now clickable, directing the user to the record’s edit page or opening a modal as needed.
  • Service Contract Description Editing: The option to directly edit estimate descriptions within the Service Contract has been added.
  • Operational Emails Company Name: Email notifications have been updated to include the subscriber company name in the subject line, reducing subscriber confusion as previously all emails appeared to come only from Contractor Rush Pro.
  • Reports Totals Row: A totals column has been added to the service report, displaying total dollar values per column and the overall job count.