This update focuses on simplifying sales representative assignments and enhancing job visibility filters.

Sales Rep Association Suppressed:

The requirement for Sales Rep assignment by Service Category on estimates has been suppressed, resolving numerous issues related to service category checkboxes, disappearing estimates, and display/access/validation logic.

• The ability to independently assign sales reps to specific service categories has been removed, and all related functionality has been eliminated.
• Sales Rep display in the header of service category blocks has been removed (leaving only Installer display).
• The “Assign Sales Rep” functionality has been removed from the “Estimate Actions” menu. These changes are in production.

Job Opportunities Page – Date Filters: The Job Opportunities page now allows filtering jobs by a custom date range, including “Last Updated” (Default), “Date Sold,” and “Date Created”. This is in production.

Job Opportunities Page – Mouse-over Job Notes: Users can now mouse over a job in the list view to see its associated Job Notes field. This is in production.

Product Link Removal from Estimates: The product link has been removed from estimates if the user does not have access to view or edit products. This is in production.

Automatic Location Assignment after Login: A location is now automatically assigned after login to avoid showing an empty location. This is in production.