Product Improvement Summary

• Duplicate Plant ID Check: Show instant warning if Plant ID already exists when typing, not after clicking “Create.”
• Service Register Bug: When a service record is added, the register wasn’t updating—this fix makes sure it now moves the item out of "overdue" and sorts it properly.
• Prevent Double-Booking Plant: Stops the same plant from being added to multiple Hire Agreements for overlapping dates.
• Offline Plant APIs: Backend work to support offline access to plant forms, including odometer tracking.
• Sisense Dashboard Integration: Role-based dashboards added, so users only see relevant info for their module.
• Sisense API Integration: Automatic user creation and group assignment in Sisense during login/tenant switch.
• Web Dashboard Embedding: Dashboards now viewable directly in the web app with full interactivity and responsive layout.
• Zone Filter in Scheduler: Lets users filter jobs, plant, and staff by geographic zone. Remembers filter during use, resets on logout.
• Mobile View – Resource Status Colors: Green means available, grey means allocated. Makes mobile scheduler easier to read.
• Job-Based PO/PR Visibility: Project Managers can now only see POs/PRs for jobs they’re assigned to.
• Fix Metadata Duplication Across Tenants: Cleaning up database inconsistencies for better reliability.
• Forms Queries Optimized: Updated to use efficient IQueryable operations for better speed.
• Work Order Setup: Created backend tables and domain classes to manage Work Orders.
• Service Register Refresh Logic: Recalculates and reorders list immediately after a manual update.

Bug Resolution Summary

• Labour Wet Hire Billing - Night Shift Hours: System incorrectly flags entire 12-hour shift starting at 5:30am as night shift.
• Unable to Search by Work Order Number: Users can’t search by WO number
• Work Orders Summary Column Issue: Summary column in not showing any data. Needs fix so data displays properly.
• Backend Should Ignore Empty Rules in Form Filters: Forms module sending empty rules causes issues. Backend should skip blank or undefined rules with no nested conditions.
• Articles Not Visible Under Knowledge Base: Articles exist but aren’t showing in the "Article" submenu of Knowledge Base. Should display all available articles.
• App Crash When Adding Operator to Site Diary: Mobile app crashes in when trying to add operator to Site Diary after saving.
• Training Records Issue on Mobile: Training record form on mobile doesn’t show options in first dropdown (from Qualifications Catalogue). Should match functionality on web.

Released into UAT

• Defect Register Upgrade: Add Work Order column with clickable link, auto-set status to ‘In Progress’ if linked to Work Order, make Defect Type multi-select, flatten entity links into columns, improve filtering, fix prestart day count (start at 0), and ensure prestart view shows full details.
• Defect Register Issues: New columns not defaulting on, missing defect types, wrong asset/person link, missing ‘people engaged’ input (needs free-text), status sorting broken, and audit logs missing search and full data.
• Prestart Status Indicator: Add color-coded bar on schedule for plant (green = done, orange = not done), updates in real time, click to view details, must not slow system.
• Leave Editing from Schedule: Supervisors can update leave directly on schedule; syncs back to form, follows validation, with full audit trail.
• Plant Status & Tag Out: Allow status change from schedule, show warnings when allocating tagged-out plant (configurable per tenant).
• QR Code Sticker Allocation: Add External QR ID to plant, scan to assign, use in exports/forms.
• QR Code Landing Page: Scan shows 3 options: Start Prestart, Report Fault, or View Plant Pack (recent services, risk assessments, prestarts).
• One-Click Plant Pack Export: Export bundled ZIP with service history, prestarts, manuals, etc., based on custom filters.
• JobPac Sync: Import and sync debtor companies into Prestartr.
• JDLink & CAT VisionLink: Integrate telematics data (hours, fuel, GPS) into Prestartr plant records.
• Payroll in Dockets: Operators can log payroll data (start/end, km, allowances), hidden from PDF exports.
• Hitachi Integration: Daily sync of location, engine hours, idle time, and fuel use from Hitachi API to plant records.
• Daily Utilisation Data: Add daily working/idle hours and efficiency to logs and integrations.
• Leave Edit Permission: Create supervisor claim to allow leave changes from the schedule.
• Timesheet Crash Fix: Fix crash when editing Job Description in mobile timesheets.

Product Improvement Summary

• Export Work Order Timelogs Filtering: Add ability to filter by start and end date when exporting time logs from Work Orders.
• Prefill All Plant Fields: Expand prefill dropdowns to include all plant-related fields, including those from related tables (e.g. odometer).
• Link Work Order Number to Defects: Add WO number column and field to the Defect list and details, with hyperlink to linked Work Order.
• Show/Hide Transaction Tab via Claim: Add a claim-based permission to control visibility of the Transaction Tab in Work Orders.
• Comparison Matrix Front-End Setup: Build a visual matrix to compare timesheets and dockets daily, highlight differences, and provide drill-down views.
• Restrict WO Visibility to Assigned Jobs: Users only see Work Orders linked to jobs they’re assigned to (Web & Mobile). Admins see all.
• Fix Work Order Filtering: Enable filter functionality in the Work Order module and link it to the Column Selector.
• Rename Plant Expense Files & Add Plant ID: Ensure attachments in Expenses are labeled correctly and add Plant ID to import templates.
• Expose Subform Metadata in Column Selector: Make subform data (e.g. shift times, labour type) available in column selector and filters.
• Correct Site Diary Shift Calculations: Fix issue where mobile shift calculations incorrectly show 0.5 hrs instead of 0 after break.
• Display Plant Files on Mobile: Ensure plant-related files are visible in the Files tab when accessed via mobile.
• Import Direct Costs as Approved: Imported actuals for job direct costs should go under “Approved” status, not “Unapproved”.

Bug Resolution Summary

• Stallion OTA Integration: Integration of the Stallion platform for auto-updates is underway. OTA branch created, planning documented, unit tests in progress, and support communication tracked.
• Scheduler Billable Rate Bug: Equipment dropped into the Scheduler isn’t pulling correct hourly rates from the Rental module. Fix will ensure contract-linked rates are applied automatically.
• Docket Labour Rate Mapping: Labour dockets are charging incorrect rates. Issues include day rate applied to overtime, incorrect unit price, and no lunch break deduction.
• Site Diary Labour Tab (Web): Labour can’t be added via desktop Site Diary, and mobile entries don’t appear. Update will restore full functionality on web and display summary properly.
• Site Diary Submission Failure: Users in one environment unable to submit Site Diaries. Submission doesn’t complete or trigger approval.
• Dynamics Sync Regression: Work order status changes are not syncing between Prestartr and Microsoft Dynamics. Fix will restore two-way sync and logging.
• Solmech + Smech Xero Issues: Allowances missing in Solmech payroll exports. Smech experiencing connection issues. Logged for tracking and fix.
• Payroll Warnings on Weekends: Payroll system incorrectly flags lunch warnings on Saturdays and Sundays. Logic will be updated to only apply Mon–Fri.
• Plant Expense UX Fixes: Attachment icons show without files, labels are incorrect, and drag-and-drop is missing. Improvements will fix these and sync files across tabs.
• PO Export T&C Page Break: PO Terms & Conditions currently export at the bottom of the last page. Change will ensure they always start on a new page.
• Sage Integration Broken: Invoices not appearing in Sage after pushing from Prestartr. Investigation underway and sync fix being implemented.
• LinkedEntity Filter Broken: Dropdown filters on form templates aren’t returning results. Fix will restore correct entity filtering across linked tables.
• Site Diary PO Save Error: Saving a cost-coded PO line item on a Site Diary returns an error. Fix will resolve save issue.
• Labour Subform NaN Bug: In one environment, labour subform fields return “NaN” instead of actual values after submission. Fix will display correct data.

Product Improvement Summary

• Kobelco Integration Setup: Environment configuration initiated for Kobelco integration setup.
• Jobpac Company Sync Logic: Sync logic under review to prevent unnecessary deletion of Prestartr companies not present in Jobpac. A soft delete method is being considered.
• Payroll Data Not Showing on Mobile: Fixed an issue where payroll data wasn’t displaying in week view on mobile for some users in Prendegast.
• Form Dropdown Bug – People Not Showing: Fixed issue where employee names weren’t appearing in the "Name" dropdown of Employee Sign On forms for CRE Manager users.
• UAT Docket Submission and Sorting Failures: Users on the Unyte environment can now submit dockets. Search and sorting functions in the Forms module have also been restored.
• Form Filters Missing Headers: Filters now dynamically show all added column headers. Filter input types also updated for accuracy (e.g., dropdown for names).
• Multi-Step Workflow Automation: Wet Hire, Labour, and Daily Dockets now automatically push to payroll upon submission and to rental upon approval.
• Forms Pagination Now Persistent: When navigating back from a form, the system retains the user’s selected page and entry count.
• Test Field Endpoints: Form value endpoints now support the Test field type, aligning with Risk field functionality.
• Combo Box Work Order Prefill: A new auto-fill setting allows forms to pre-populate the Work Order field based on the user’s selection before starting the form.
• Wet Hire & Labour Docket Script Enhancements: Scripts now account for earliest start (yard/on-site) and latest end time to push accurate data to payroll and rental modules for Leading Excavation Solutions.
• Group Docket Integration Fix: Updated scripting ensures prestart, plant, and standby data in MPC Group dockets generate separate, accurate line items in payroll and rental modules.

Bug Resolution Summary

• PO Creation Issue: Users in one environment are currently unable to issue Purchase Orders. Investigation underway to determine if it’s a settings or permission issue.
• Mobile Fixes: Performance and functionality fixes implemented for Subforms, Site Diary, and Scheduler to prepare for production readiness.
• Beta Regressions Fixed:
  • Cannot accept jobs on scheduler.
  • Forms remain in draft even after submission.
  • Site Diary prefill issue requires operator re-selection to populate correctly.
  • Form Template Mappings Returned in API: Forms API now correctly returns formTemplateFieldMappings when requested, ensuring consistent access to form structure data.
  • Site Diary Cache Bug: Editing a draft Site Diary on mobile now correctly loads job data, including cost codes and personnel, fixing a long-standing caching issue.
  • Work Order Status Regression (P1): Critical bug resolved where updating a Work Order status via mobile cleared all related data. Status updates now persist without data loss.
  • Helix Integration Timeout: Fixed timeout issues during sync with Helix integration. Improved performance and error logging implemented.
• Training Matrix Bugs:
  • Fixed sorting issues in Staff and Plant expiry exports (date format now sortable).
  • Resolved filter reset problems where outdated data persisted.
  • Restored export buttons for Plant Service Register and Expiry Matrix.
• Form Field Loss on Submission: Resolved a bug where submitted forms were losing the “Created By” and “Zone” values or disappearing from the user’s device.

Product Improvement Summary

• Site Diary Submission Bug Fixed: Resolved an issue causing inaccurate total hours and preventing submission of operator subforms. Site Diaries now submit and approve correctly across all jobs.
• Performance Refactors (Filter, Sort, Pagination): Core services have been refactored to run filtering, sorting, and pagination operations at the database level using IQueryable, improving system speed and scalability.
• Forms App Speed Issues: Identified performance lag across both web and mobile for the Forms app. Improvements underway to enhance responsiveness.
• Sage Integration – PO Receipts Linking: Purchase order receipts now properly link to their corresponding POs and lines when pushed to Sage, improving financial traceability.
• Work Order Table Search Fixed: Users can now search Work Orders by any column, including WO number, client name, and plant, significantly improving usability.
• Plant Cost Field Decimal Fix: The cost field in plant expense entries now supports two decimal places (e.g., $100.50), ensuring accurate financial data.
• Forms Comparison Matrix: A new matrix compares hours logged in timesheets vs dockets by employee and date, highlighting discrepancies with color-coded indicators and links to detailed records.
• Time Log Export Improvements: Time logs exported from Work Orders now include task names, correct cost details, and summable decimal durations for better reporting.
• Notes Visible on Mobile Allocations: An icon now appears when notes are attached to mobile allocations. Tapping the icon displays the note details.
• Refactor of FormsDetails & EditFormsModal: These components are being rewritten in TypeScript for better performance, maintainability, and testability.
• Work Orders Auto-Generated on Estimate Approval: Upon cost estimate approval, Work Orders are automatically generated with a standardized year-based numbering format (e.g., P25-0001).
• Restrict People Selection in Work Orders: The People field in Work Orders now filters based on the selected company, ensuring only relevant individuals are selectable.
• QuickBooks Payroll Export Enhancement: Added a new export option in Payroll to generate a QuickBooks-compatible CSV including employee data, payroll category, hours, and time range.
• Mobile Access to Service History: Service records for plant can now be accessed on mobile via a new "Service Records" tab, improving access for field technicians.
• Bulk Import for Plant Expenses: A new “Import Plant Expenses” button allows users to bulk upload expense records in CSV or Excel, saving time on monthly data entry.

Bug Resolution Summary

• Xero Integration Bug Fix: Resolved an issue where updating a contact created duplicate linked records due to missing relational data in the query. The fix now includes linked records in data retrieval and adds validation to prevent duplicates.
• Purchase Order Draft Save Bug: Fixed an error preventing users from saving a new PO as "Draft." Users can now save incomplete POs without issues and return later to complete them.
• Missing Work Orders Restored: Recovered missing Work Orders for light vehicles (prefixed with "U") in the MSDCI system. Old service entries are now visible again.
• Work Order Visibility for Assigned Users: Fixed a permission issue where users assigned to a job couldn’t see related Work Orders. Assigned users can now access all Work Orders linked to their jobs as expected.

Product Improvement Summary

• Export Timelog from Work Orders: A new "Export Timelog" button has been added to the Work Order export options. It allows users to export only time log data in Excel format, with support for multi-work order selection.
• New People Fields with Import/Export: The People module now includes five new fields—Date of Birth, Student Number, Date of Commencement, Date of Probation, and Date of Termination. These fields are fully integrated into the import/export functionality and available on both web and mobile.
• PO Deletion Now Removes Actuals: When a purchase order is deleted, its actual costs are now also removed from the job budget. This ensures financial accuracy and avoids inflated cost reporting.
• Attachments in Purchase Requisition: Users can now attach Word and PDF files to Purchase Requisitions. These attachments are included in email notifications and persist when saved as drafts, improving document handling and approvals.

Bug Resolution Summary

• Removed Horizontal Scrollbars on Project Claim Screen: Cleaned up the UI by removing unnecessary horizontal scrollbars, improving usability when interacting with table columns and line items.
• Fixed Work Order Import Errors: Resolved issues preventing the import of work orders from CSV files. Work order type, plant data, and status fields now import correctly.
• Improved RE-Sync Functionality: The RE-sync feature now properly fetches form templates, modules, and records during both standard and background syncs. Syncs respect user permissions and include retry logic for failures.

Product Improvement Summary

• Check In/Out Workflow Improvements: Users now see clear success and error messages during check-in/out. Only one job can be active at a time, and actions redirect back to the dashboard with confirmation pop-ups to avoid confusion.
• QuickBooks Payroll Integration (Planning Phase): Work is underway to support export/import of payroll data with rules to QuickBooks. Investigation is being handled before development begins.
• Sage PO Receipt Validation: The system now checks if a PO has been receipted before syncing with Sage. Receipted POs will appear correctly in Sage’s PO receipt history, improving financial accuracy.
• New “Test” Field for Forms: Added a new “Test” field type to forms, similar to risk fields, allowing additional flexibility in form setup.
• Work Order Cost Type Catalogue: A new table now separates Work Order cost types from job budget cost types. This makes cost management for Work Orders cleaner and more customizable.
• Risk Register Filter by Category: Control measures can now be assigned a risk category. When adding controls to the risk register, only matching categories will be shown, streamlining selection and accuracy.
• Cost Estimate Screen Enhancements: Default dates are now auto-filled (today + 30 days), and company address and contact details prepopulate if available, speeding up estimate creation.
• Invoice Reference Auto-filled from Work Order: Invoices generated from a Work Order now automatically use the Work Order number as the reference. This is reflected in both the UI and exported PDFs.
• Prefill Timesheets from Dockets: Operator timesheets now auto-fill with data from associated dockets. If shifts are edited, a warning and link to the docket is shown to verify discrepancies.
• Leave Allocations UI Update: Leave entries in the scheduler now display with the same look and feel as regular job allocations for visual consistency.
• Separate Filters for Form Tabs: Filters and column settings in the “All” tab of the Forms Module no longer affect the Favorites tabs. Each tab can now have its own settings.
• Offline SubForm Enhancements: Offline subform functionality is being expanded with new queuing, form creation APIs, and proper offline handling and navigation.
• Docket to Work Order + Payroll Sync Update: The docket script has been updated to support both work order and payroll time tracking, including support for labor-only and plant-only shifts.

Bug Resolution Summary

• Sync Error on Work Order Sync: Fixed an issue where a false “Network Error” appeared during work order sync, despite a stable connection. Syncing now functions as expected.
• Missing Plant Dates in Time Logs: Corrected a bug where plant log dates were missing in work order time logs. Dates now display correctly.
• Incorrect Site Diary Costs: Site Diaries were posting incorrect cost types and actuals due to mismatched service types. This has been resolved to ensure accurate job costing and summaries.
• "Add Cost" Posts to Approved Actuals: Costs injected using the “Add Cost” function in the budget module now correctly post as approved actuals, eliminating workflow issues and improving reporting accuracy.
• Timesheet "Mark as Sent" Not Saving: Timesheets marked as "Sent" were losing their status after refresh. This is now fixed, and the status persists as expected.
• Prevent Lower Odometer/Hour Readings: Users can no longer enter odometer or hour readings lower than the last recorded value on forms. This protects against incorrect servicing data and maintains compliance.

Product Improvement Summary

• Lunch Breaks Pulled from Timesheets: The payroll system now uses actual lunch break durations recorded in timesheets instead of relying on a fixed default. This provides more accurate pay calculations and reflects real work schedules. Manual overrides are still possible, and fallback rules apply if timesheet data is missing.
• Cost Estimates Default to Products: In the "Anticipated Disbursements" section of cost estimates, the system now defaults to using products instead of services. Users can still switch to services if needed. The change applies only to new entries and works across both web and mobile platforms.
• Ad-Hoc Expense Tracking for Plant: A new "Expenses" section has been added under plant service records. Users can log one-off costs like parts and repairs, categorized by type, supplier, and date. Expenses can be exported and imported, and will eventually feed into plant cost dashboards.

Bug Resolution Summary

• Site Diary Submission Fix: Users can now submit site diaries even if not all cost codes are fully allocated. Previously, an error forced manual workarounds when allocating external plant hours.
• Reset Forms to Draft Restored: The ability to reset submitted forms back to draft is now working again across all tenants, restoring flexibility for corrections and edits.
• Plant Inspection Photo Save Fix: Resolved an issue where photos taken in the plant inspection form were not saving properly. Photos now save as expected during inspections.
• Hire Contract Duplication Fix: Fixed a system-wide bug that prevented hire contracts from being duplicated. Users can now duplicate contracts without errors.
• Cost Code Visibility in Jobs Module: The cost code now correctly displays on the receipt screen within the Jobs module, aligning it with the functionality already present in the Finance module.
• Labour Cost Breakdown in Budgets: The “Labour” line item in project budgets now includes a detailed breakdown of costs, showing both labour and plant components. This transparency is available across web and mobile platforms.

Production Improvement Summary

• Template Favorite Enhancements: Favoriting a template now reveals dynamic form fields for better customization. The system also auto-fills dates and key data for easier tracking and faster setup.
• Productivity Tracker & Claims Sheet Integration: A new feature links the productivity tracker to the project claims sheet. Users can input data, edit the claim, and export it to PDF or Excel, streamlining claim submissions.
• Forms Improvements & Bug Fixes: Updates include filter enhancements for offline forms, extended template field inclusion in API calls, and ongoing work on image deletion issues.
• Site Diary Budget Update: Site Diary actuals now push straight into job budgets upon submission, not approval. Past entries (around 500) have been updated to reflect this change for real-time cost tracking.
• Purchase Order Import/Export: Purchase orders can now be imported and exported directly from the Work Order transaction tab, improving flexibility in data handling.
• Forms Display & Entity Linking Enhancements: Subforms are now excluded from the 'View All' list. Users can also link a single form template to multiple entities for more flexible use across jobs or contacts.
• Scheduler Contact Card Update: Clicking on a staff allocation in the scheduler now brings up an improved contact card layout for easier access to user details.
• Entity UI Restoration: UI elements for managing entities have been restored in both the admin portal and Prestartr web for better user management.
• Sage Integration Enhancements: Purchase order numbers from the system are now retained when sent to Sage if auto-numbering is off. Cost type data now maps more accurately to Sage fields, improving financial reporting and data consistency.
• Leave Form Update for Weekend Shifts: The leave form now handles Saturday and Sunday shifts separately, giving more control and flexibility for businesses that operate on weekends.

Bug Resolution Summary

• Excel Export Fix for Plant Register: Resolved a bug that blocked Excel exports from the Plant Register. Users can now export files without interruption.
• Payroll Module Fix: Fixed an issue where payroll user lists failed to load, restoring full access and functionality to payroll workflows without needing any manual updates.
• Purchase Order Budget Calculation Fix: Corrected a budgeting error where receipted POs were counted in both approved and unapproved totals. Now, figures update accurately to reflect true costs.
• Notification Engine Update: Fixed an issue that blocked selection of custom fields (like expiry dates) in notification settings. Users can now create alerts using custom field criteria to stay ahead of deadlines.

Product Improvement Summary

• Jobpac Connectivity Integration: Jobpac now integrates seamlessly with the cloud-based platform, enabling efficient data posting and retrieval. This enhancement improves API communication and project management.
• Company Dropdown for Plant Entries: The 'Is External' checkbox has been replaced with an 'Owned Entity' dropdown, allowing selection from internal company lists. This improves plant identification, scheduling, and reporting.
• Template Favorite Form Enhancement: New form fields appear when favoriting a template, dynamically populated for customization. The system pre-fills essential data, streamlining template management.
• New Template Favoriting Logic: The backend now auto-fills the current date when favoriting a template, ensuring accurate tracking of template usage.
• Equipment Cost Update Enhancement: Credit applications on past invoices now follow the current invoice rate, ensuring consistent billing calculations.
• Release Notes Widget: A new widget enables direct integration of release notes into applications or websites, keeping users informed in real time.
• Flexible Labour Allocation in Scheduler: Users can now toggle between strict service-type matching and flexible labour allocation, improving resource management.
• Booking Screen Enhancements: Inline editing for crane allocations, missing crane flags, and a ‘Select Working Days’ field improve booking efficiency.
• Quoted Price Screen for Cost Controls: A new quoted price screen integrates with cost controls, linking quotes to budgets and actuals for streamlined cost tracking.
• Crew Crane Hire Docket Autofill: Booking details now prefill into dockets, reducing manual input while allowing adjustments as needed.
• Site Diary Workflow Update: Actuals are now pushed into job budgets upon submission instead of waiting for approval, ensuring real-time financial accuracy.
• Cost Estimate Template Catalogue: Users can select from predefined cost estimate templates, auto-filling headers and line items to reduce errors and improve efficiency.
• Financial Document Enhancements: Attachments are now supported for invoices, purchase orders, and quotes, alongside a new CSV/XLSX line item import function.
• Work Order Sorting Improvements: Enhanced sorting functionality allows consistent organization across all columns, improving navigation and efficiency.
• Direct Cost Addition to Budgets: Users can add costs directly into budgets via a new interface, with audit tracking for transparency and control.

Bug Resolution Summary

• Excel Export Fix for Plant Register: Users can now successfully export the Plant Register to Excel without errors, ensuring smooth data retrieval.
• Duplicate Hire Contracts Issue Resolved: Fixed an issue preventing the duplication of hire contracts, allowing users to create copies without errors.
• Payroll Module Regression Fix: Payroll workflows are fully restored after resolving an issue that blocked user lists from loading.
• Rate Formula Fields Displayed on Mobile: Rate formula fields in Day Labour Docket subforms are now visible on mobile devices, ensuring seamless access.
• Work Order Export Update: Work order exports now accurately map all fields, resolving issues with missing or incorrect data.
• Payroll Entries Bulk Approval: Users can now bulk approve payroll entries and mark them as "Sent" without system timeouts, streamlining payroll processing.
• Fixed Purchase Order Calculation Error: Resolved an issue where receipted POs incorrectly inflated budget totals, ensuring accurate financial tracking.
• Knowledge Base Notification Fix: Users can now select custom fields for notifications, ensuring timely alerts for critical deadlines.
• Form Template Editing Fix: Users can edit and modify maintenance form templates without errors, ensuring proper customization.
• Quick View Navigation Improvements: Enhancements ensure seamless scrolling and accurate navigation between form sections for better usability.
• Prestart Email Notification Fix: Email notifications for errors in prestart forms are now functioning correctly, ensuring timely issue resolution.
• Detailed Labour Cost Breakdown in Budget: The project budget now displays a detailed breakdown of labour and plant costs for improved financial transparency.
• Purchase Order & Requisition System Refinements: Fixed terminology for "Cost Unit Price" and "Sell Unit Price," corrected work order summaries, and aligned Xero integration.
• Project Access & Creation Fix: Resolved errors preventing users from accessing or creating projects, restoring full project functionality.

Changes in UAT (User Acceptance Testing)

• Scheduler Allocations & Dry Hire Connectivity: Dry hire activities marked in the scheduler now automatically appear in the Rental Module, allowing seamless visibility and direct invoicing.
• Forecasted Revenue Calculation Update: Dry hire entries from the scheduler are now included in forecasted revenue calculations, ensuring real-time financial accuracy and improved error handling.
• Company-Level Rates Agreements: Default rate agreements can now be assigned at the company level, automatically applying to new jobs while still allowing job-specific adjustments.
• Interactive Headers in Rental Module: New clickable headers for "Awaiting Invoice" and "Needs Attention" allow quick filtering of records without refreshing the page.
• Excel Export Fix: Users can now successfully export the Plant Register to Excel without errors, ensuring smooth data retrieval.

Product Improvement Summary

• Code Stability & Error Fixes – Addressed key issues in timesheets, resolved callback warnings, and optimized branch merging for better reliability.
• Flexible Labour Allocation – A new setting allows assigning personnel to services without strict role matching, offering greater scheduling flexibility.
• Labour & Materials in Rental Contracts – Labour and materials can now be managed directly within rental contracts, streamlining workflows.
• Work Order Privacy Controls – Financial details in work orders can now be hidden from unauthorized users, enhancing data security.
• Automated Logs & Form Templates – Form templates can be linked to companies, and rental contract approvals now auto-generate logs for efficiency.
• Duplicate Rental Contracts – A new feature allows easy duplication of contracts, saving time on recurring agreements.

Bug Resolution Summary

• Sorting & Export Fixes – Resolved issues with sorting linked entities and improved accuracy in Work Order exports.
• Mobile Functionality Enhancements – Rate formula fields now work on mobile, and file navigation issues have been corrected.
• Payroll & Scheduler Improvements – Bulk payroll actions now perform efficiently, and mobile scheduler job duplication issues have been fixed.
• Data Visibility & Accessibility – Training Matrix access has been restored, and the "Registered In" dropdown now functions consistently.
• Form & Work Order Access Fixes – Users can now properly access forms in the Job module, and missing Work Orders are visible again.
• Prestart & Docket Date Corrections – Fixed errors causing Prestart form submission failures and docket date discrepancies affecting invoicing.
• Invoice Transfer Issue Resolved – Fixed errors preventing dry hire invoices from transferring correctly to Xero.
• Critical Forms & Timesheets Fix – Addressed issues preventing access to forms, dockets, and timesheets.

Changes in UAT (User Accpetance Testing)

• Service Register Enhancements – Improved data export, advanced filtering, and new columns for better scheduling insights.
• Defect Register Improvements – Enhanced tracking, real-time updates, and improved search, filtering, and reporting.
• Plant Ownership Update – New dropdown replaces checkbox for more accurate ownership classification and better integration.
• Sub-Group Organization – Color shading and alphabetical sorting improve visibility and navigation.
• Linked Entities Sorting Fix – Sorting now works correctly for improved data management.
• Optimized Plant Register Export – Export issues resolved for smooth Excel file generation.

Product Improvement Summary

• Xero Payroll Integration: Improved payroll integration by resolving configuration and rule discrepancies, ensuring smoother and more accurate payroll management.
• Faster Scheduler View Loading: Optimized loading times for the Scheduler screen and calendar, ensuring a quicker and more efficient experience. Fixed an issue with end date display when allocating resources.
• Optimized Prestartr Forms Module: Significantly reduced loading times for forms, improving efficiency across the platform.
• Improved Hire Contract and Docket Calculation: Fixed billing discrepancies in the rental module, ensuring accurate calculations and seamless invoice generation.
• Manual Sign-Off for Crew Dockets: Client Supervisor and Operator sign-off fields now require manual input to prevent automatic or incorrect entries.
• Meal Allowance Approval for Daily Dockets: Resolved previous restrictions, allowing meal allowances to be approved within the daily docket workflow.
• Persistent Filters in Forms Module: Filters now remain applied when navigating between forms, improving user efficiency.
• Offline Changes and Documentation Update: Enhanced documentation for various functionalities and improved offline data handling. Implemented a weather component that hides when no data is available.
• New "Finalised" Status for Work Orders: Added a "Finalised" status to work orders, improving categorization and workflow management.
• Quick Booking in Scheduler: Introduced a "+ Create New Booking" button for faster and more efficient scheduling.
• Hire Agreements and Scheduler Enhancements: Improved visibility in the scheduler and hire agreement features, including displaying hiring company details and adding a Minimum Hour Charge field in PDF exports.
• Dynamics Integration Adjustment: Excluded a specific job group from syncing with Microsoft Dynamics to prevent unnecessary work orders.
• Payroll Export Enhancement: Added Employee ID to payroll exports for smoother QuickBooks integration.
• Purchase Order T&C Integration: Enabled automatic inclusion of Terms and Conditions in purchase order exports with rich text formatting options.
• Duplicate Rental Contracts: Users can now quickly duplicate rental contracts, reducing manual effort and improving efficiency.

Bug Resolution Summary

• Fixed Dropdown Issue in Plant Module: Resolved the issue where the "Registered In" dropdown was not displaying values, ensuring accurate plant data entry.
• Training Records Log Update: Resetting training records to draft now removes them from the training matrix, ensuring accurate tracking.
• Service Record Editing Restored: Users can now view, edit, and access attachments for service records in Unyte, ensuring maintenance data accuracy.
• Worked Date Display Issue Fixed: The "worked date" field in Upvise daily dockets now displays correctly after a script update.
• Formula Fields Functionality Update: Adjustments made to hidden formula fields to ensure accurate payroll and client hour calculations in dockets and timesheets.
• Improved Job Importing: Enhanced the Upvise job import feature, enabling smoother personnel identification and reducing errors.
• Payroll Calculation Corrections: Payroll system now accurately accounts for varying time rates, ensuring correct shift compensation.
• Optimized GetByUser API Performance: Improved API efficiency by reducing data load, minimizing delays, and refining error handling for better debugging.