Release Notes

This release delivers critical fixes to ensure the smooth operation of certified installer processes and various production-related functionalities.

• Certified Installers Issue: Identified and resolved an issue where certified installers could see services not assigned to them and, at times, could not see assigned services on the material order document. This fix is in production.
• Job Packet Email Subject Line: The job packet email now correctly includes the job number in the subject line.
• Cluster Edit Page Display: Fixed an issue where the cluster edit page was not displaying products correctly and occasionally experienced slow loading times.
• Delete Button Visibility: The delete button has been moved to the bottom of relevant pages and its color changed to red for better visibility.
• Material Order Totals Issue: Resolved the issue with the material order count, and the fix is now in production.
• Operational Emails Subject Line & Default Settings Menu Link: Confirmed approved and pushed to production.

This release focuses on streamlining the customer creation process and improving various general system functionalities.

• Create a Customer (Auto-population): Auto-population from Google Address Lookup has been implemented when creating a new customer. Entering text into the “Street Address 1” field will now display an autocomplete list of matching addresses. Selecting an address automatically populates fields such as postal code, city, state, street address, and county. The tab order for easier navigation has also been updated.
• Assign Sales Rep to All: Resolved an issue where assigning a sales rep to all service categories was not working correctly.
• Default Settings Menu Link: The navigation links have been updated to hide the default settings link, as it is no longer in use.

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.

This release fine-tunes the display of units on material orders and resolves critical issues within the support ticket system.

• Material Order Unit Display Parentheses: The dynamic unit conversion value on the material order field now correctly appears inside parentheses for clarity.
• Units Calculation Tag on Units Modal: The units tag on the calculation field now correctly displays when accessing the unit edit modal from the product page.
• Material Order PDF File Naming: The service category has been added to the file name when saving Material Order PDFs.
• Support Alert Dot Notification: Resolved the issue where users were not notified (via a red dot) of new responses on their support tickets. This functionality has been pushed to production.

This release addresses a critical issue in support ticket management and ensures consistency across various UI elements related to product display.

• Support Ticket Management Issue Resolution: Resolved the previously noted issue on support ticket management.
• Material Order “Show Product Code” Checkbox Copy: The copy for the “Show Product Code” checkbox on material orders has been updated to be consistent throughout the system.
• Unit Modal Behavior: The unit modal now correctly opens the specific unit being displayed when accessed from a product page.
• Article Dynamic Link Updates & Elevation Copy Changes: Updates to dynamic links in articles and changes to elevation copy have been pushed to production.

This major update introduces new functionalities for support ticket management, enhances material order document handling, and refines dynamic content display across the application.

• Material Order Copy Update: The copy related to product and unit information on material orders has been updated.
• Article Dynamic Link Update: Dynamic links within articles now automatically default to the custom link of the current subscriber.
• Material Order Document Enhancements: Updates have been included to allow showing/hiding the product code column and to append the service name when saving the material order document.
• Centralized Support Ticket Management: Support ticket management has been implemented within the CRPro admin interface. Administrators can now view and manage all support tickets across all subscribers, while individual subscribers can only access and respond to their own tickets. A “Support” link has been added to the CRPro admin navigation for easy access.
• Elevation Changes to Production: All requested changes related to elevations have been pushed to production.

This major update introduces new functionalities for support ticket management, enhances material order document handling, and refines dynamic content display across the application.

• Material Order Copy Update: The copy related to product and unit information on material orders has been updated.
• Article Dynamic Link Update: Dynamic links within articles now automatically default to the custom link of the current subscriber.
• Material Order Document Enhancements: Updates have been included to allow showing/hiding the product code column and to append the service name when saving the material order document.
• Centralized Support Ticket Management: Support ticket management has been implemented within the CRPro admin interface. Administrators can now view and manage all support tickets across all subscribers, while individual subscribers can only access and respond to their own tickets. A “Support” link has been added to the CRPro admin navigation for easy access.
• Elevation Changes to Production: All requested changes related to elevations have been pushed to production.

This significant release introduces new management capabilities for elevations and precise control over unit conversions for material orders.

Elevation Management Functionality: New functionality has been added, accessible from Settings, allowing for inline editing of elevations. Users can now add, edit, and delete elevations. The ability to rename and modify the elevation name and markup level on estimates has been introduced, with an edit icon appearing next to the elevation selection dropdown.

• Users have the option to apply changes to the current estimate only or to both the current and all future estimates. Applying changes to future estimates is controlled by a new “Can Update Elevations from Estimate” permission.

Material Order Summary Units Control: Two new fields, “Material Order Calculation” and “Material Order Unit Display,” have been added to the unit edit view.

• “Material Order Calculation” stores formulas (e.g., “Linear Feet/150”) for unit conversion.
• “Material Order Unit Display” stores the unit of measurement for displaying the converted result (e.g., “Coils”).
• A flag, “Use the unit conversion defined by the unit, not the product’s units, for material orders,” has been added to product details to provide flexibility and prevent incorrect conversions for rigid products.
• A new configuration in Settings allows administrators to add, view, edit, and delete material order unit configurations.
• When a user changes a unit on a material order document, a “Save for Current and Future” button appears (if the user has “Can Save Material Order Summary Control Units” permission), which saves the new configuration for future matching material orders.

This significant release introduces new management capabilities for elevations and precise control over unit conversions for material orders.

Elevation Management Functionality:

New functionality has been added, accessible from Settings, allowing for inline editing of elevations. Users can now add, edit, and delete elevations. The ability to rename and modify the elevation name and markup level on estimates has been introduced, with an edit icon appearing next to the elevation selection dropdown.

• Users have the option to apply changes to the current estimate only or to both the current and all future estimates. Applying changes to future estimates is controlled by a new “Can Update Elevations from Estimate” permission.

Material Order Summary Units Control:

Two new fields, “Material Order Calculation” and “Material Order Unit Display,” have been added to the unit edit view.

• “Material Order Calculation” stores formulas (e.g., “Linear Feet/150”) for unit conversion.
• “Material Order Unit Display” stores the unit of measurement for displaying the converted result (e.g., “Coils”).
• A flag, “Use the unit conversion defined by the unit, not the product’s units, for material orders,” has been added to product details to provide flexibility and prevent incorrect conversions for rigid products.
• A new configuration in Settings allows administrators to add, view, edit, and delete material order unit configurations.
• When a user changes a unit on a material order document, a “Save for Current and Future” button appears (if the user has “Can Save Material Order Summary Control Units” permission), which saves the new configuration for future matching material orders.