This article contains details of the latest FieldMagic releases for Desktop and Mobile (iOS and Android). Release notes are included only for builds that reach Production.


What’s New v2024.1.0


Get the best experience in the most complete field service and asset management platform to increase compliance while driving service efficiency with our latest FieldMagic update.


New Features

Desktop


  • Automatic removal of old data from the system

    • Client’s data will be automatically removed from the system if their expiration date exceeds six months

    • Records residing in the recycle bin for over three months will be automatically deleted from the system


  • Supplier pricing management via Import Wizard


  • Users can now archive customer's records, including associated data such as sites, recurring jobs, and recurring invoices




Enhancements

Desktop


  • Refreshed Import Wizard


Mobile


  • New Mobile App

    • Plan quote tasks and make quotes with photos directly from the app

    • Complete offline access right from the start

    • Enhanced text messaging directly from the app

    • Quicker QR and serial code scanner

    • Instant photo capturing for swift documentation

    • Ability to group prompts and duplicate them for Job/Asset checklists


Bug Fixes

Desktop


  • Fixed an error when attempting to save an asset without specifying a site and walk order of 0 


  • Fixed ‘Customer Field’ inheriting customer data from previously created recurring jobs 


  • Invoices are now sent from the creator rather than the assigned user 


  • Resolved an issue where users no longer receive an error message when attempting to accept an invitation that has already been accepted 


  • Resolved an issue when department tracking is disabled, users can now search for all Risk Templates without restrictions

https://crmonlineservice.freshdesk.com/a/tickets/20469


  • When a checklist contains a failed answer (Pass/Fail prompt), the overall status is automatically updated to Fail



Mobile


  • Applied system configuration settings for upcoming task


  • Fix status update to in transit when starting a travel