Reported Via Filter and small changes


Reported Via Filter

Get more insight into your jobs with the new reported via filter! Click any source now to see a breakdown of your tenant-reported jobs or maybe your complinace/regulation jobs. 🚀

Fixes

  • Fixed a bug where the audit trail would disappear on certain issues
  • Fixed an issue where some details weren't being updated when switching between invoices. 
  • And a few other fixes. 

Next Invoice Button & Bug Fixes

After many requests we have brought back the 'Next Invoice Button' which will make your invoicing process much smoother!

We're super excited that this feature is now there for you! 😀

You will find this button at the top of your invoices as pictured below:


Bug Fixes:

  • Fixed issue where scrolling wasn't working on IOS
  • Fixed issue where some users were experiencing incorrect counts 

Inbox and Navigation


We've released a few new updates so here's a little run down on these exciting changes 😀

The Take Action page is now called Inbox 📥

  • Along with this new name you can now see all your 'take action' and 'open' jobs in this one place and can now change who you are 'viewing as' within your inbox - have a look at this below!


Also great news 🎉 You can now change who you are 'viewing as' within the tabs on the side navigation bar by clicking the drop down button at the top of each page which has been highly requested - so here it is!



  • This viewing function will allow you to easily change between viewing all jobs, invoices etc. under all agents or just view your own
  • This ability to filter by agent means your workflow will be more streamlined, saving you time and allowing you to chose which jobs you want to see


We hope you love these updates as much as we do! Please get in touch with us if you have any queries 😊

Cheers,
The Tapi team

More Small Fixes & Improvements


Fixes and Changes

  • Properties will now still show on work orders even if they are archived in a trust account. 
  • Fixed an issue where when converting a quote to work order it would sometimes duplicate the work order in Palace
  • Fixed an issue where a work order couldn't be searched using the work number in the supplier dashboard
  • And some other small fixes. 

Bug Fixes and Small Improvements

Improvements 

  • Made a small change to the work order popover box so it will position more clearly. 
  • Optimized some loading times. 
  • Added supplier phone number to the details page. 

Fixes

  • Fixed an issue where some achived owners from PropertyTree were showing as active.
  • Fixed an issue where when switching invoices the description wasn't updated to match the work order title
  • And some other small fixes 

Notes, Quotes and More!


💬 Agents can now tag each other in notes on work orders 💬

  • A common request we have received is agents wanting to be able to communicate on work orders with each other so here it is!

Benefits:

Only the agents tagged can see these

Clearer communication and in-depth record keeping


Want to learn more about this feature? Follow this link for an interactive product tour:

https://tapi.app/action/jobs?product_tour_id=223017 


🔁 Convert a quote back to a work order 🔁

  • We have had some great feedback that often quotes come through and then there is no way to convert this back to a work order so you now have this ability to convert a quote back to a work order!


✨ Updates tab on side navigation bar

  • Anytime we release any cool new features, improvements or fixes you can keep up to date with these exciting changes by clicking the 'Updates' tab on the left side navigation bar


💥 Additional Fixes 💥

  • Various improvements of invoice details and processes
  • View all declined and approved invoices on work orders for record keeping
  • Property Tree specific fixes

Supplier attachments and PropertyTree improvements.

Supplier Uploads

  •  Your suppliers can now upload attachments! We have added a 'Send message or attachments button'. Read more about it here. 

PropertyTree

  • PropertyTree work orders will now complete correctly when approving/canceling invoices. 

Other bug fixes

  • Removing extra lines from showing in descriptions 
  • Fixed an issue where some invoices werent being matched to there RBWO numbers. 

PropertyTree improvements and other bug fixes.

Commercial Properties 

  • We have made some changes in Tapi, so you can now create maintenance requests for your commercial properties!

Bug Fixes

  • We fixed an issue where an invoice would be assigned to everyone, even when assigned to a work order.  


Tenant Concierge Improvements and PropertyTree Fixes

Bug Fixes

  • Enhancements to closing work orders in PropertyTree
  • Several bug fixes to improve PropertyTree stability

Improvements 

  • Media uploads for tenant reported issues had been made faster and more consistent on the work order
  •  When a tenant who isn't the head tenant submits an issue through Tenant Concierge, their name will still display in the audit trail.

Lots of August bug fixes!

Bug Fixes

  • We have fixed the wording for when invoices are due so that they will make sense regardless of the time frame
  •  Cancelation emails are now being sent regardless of if a quote was previously accepted before changing supplier
  •  Fixed the issue where some invoices were still assigned to the whole team after been matched to a work order.
  • Several fixes related to PropertyTree
  • And other small fixes!  
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