Latest Fixes and Improvements 🛠

• Make sure all matched invoices assign to the property manager assigned to the work order automatically.
• Fixed invoice description for Palace users to descriptions push from Tapi to Palace for all invoices.
• Allow all notes to be shown and added on the invoice page.

Have you ever wanted to personalise your Tapi to see exactly what you want and need to see?  

🥳 Well now you can with the new VIEWS feature! 🥳

Views allows you to set see exactly what you want to see through the ability to personalise your Tapi Inbox and Job page by applying filters which can be saved as a view. 

If you work within pods views allows for you to create a view to see all the jobs which are assigned to the agents in your pod so you can be across all jobs!

To learn more about views and how to set up a view,
click here to read the help article! 

Have you ever needed to send multiple quotes to an owner for approval? 

📨 You can now do this with just a few easy clicks! 📨

Benefits:

• Only one email is sent to the owner with all quotes attached.
• Streamline your process of asking an owner for approval of quotes.

Click this link, to read more about how you can make the most of this feature!

Not sure where to keep track of Planned jobs? 

⏰ The new Planned jobs section within the jobs tab is the place! ⏰

Want a refresher on our Planned Jobs feature? Click here!

🥳We heard your feedback around tenant notification and have built the features! 🥳

💰Tenants can now be notified of approval of invoices 💰

&

📩 Property address shown on email communication for tenants 📩

Read along to learn some more and see these features!

Notify tenants of invoices button 

• When approving invoices you now have the option to 'Notify Tenants' which will send them an email letting them know and invoice has been approved and work has been completed for the maintenance job.

Emails to tenants will include the property address

• When email communication of work orders is sent to tenants their specific property address will now show on the email template.

Have you ever received an attachment from a supplier, tenant or owner as a message on the audit trail which you wanted to add to a work order for all users to see?

Now you can with the new 'Add file to job' button. 

All it takes is two easy steps! 😀

1. Click the 'add file to job' button below the message with the attachment.

2. Tick the box next to the attachment and the click 'add file' in the bottom corner.

Once you have actioned those two simple steps you'll be able to find the file(s) attached to the left hand side of the work order under the 'attachments' section. 

To learn some more about this click the link here! 📖

📈Comparison Filter on the Metrics Dashboard 📈

One on ones and performance measuring just got a whole lot easier!

The team at Tapi wanted to let you know that you can now use the Metrics Dashboard to compare timeframes against each other with the new Comparison Filter! 🤩

This new filter allows you to measure KPI's by being able to compare the following against previous timeframes:

• The average time a job is within a status.
• Amount of open jobs.
• Agent and Supplier Performance.

Click here to read the help article we have created to learn some more and feel free to reach out with any questions! 

An exciting new feature in the Tapi workflow! feature 

• Suppliers can now upload their own documents when accepting a work order. When they first open a work order they will see a notification that requests any licenses, health and safety plans, or insurances. 

• We want to encourage proactivity so you might also notice that there are reminders for documents that are expiring soon! If a supplier needs to update or add any new documents they can do so from the bottom of the work order. 

• We have also added the ability for agents to very documents that are uploaded by the supplier. Suppliers will then show up with a status ready for when you need to send a work order. 

• Talking about ready to send work orders - you can also configure the expiry date reminders. Reminders will be sent automatically when a document hits that date so the supplier can continue to be compliant.

To learn more please reach out to us via help and support 👋

It's finally here! You can now plan jobs for later 🎉

With one of our most requested features, you can now deffer jobs for later! Simply click 'Plan for later' to add a job you want to do in the future. Then when that day comes around it will show up ready for you on your take action.

Read a more in-depth guide here: 

https://help.tapihq.com/en/articles/5386481-planned-jobs

Tenant and Owner notifications  feature 

You asked for it and now it's here! 🎉 When you request a quote the option to notify the tenant and owner will be available for you to turn on or off. 

Multiple Owner Emails  feature 

If you are using PropertyMe's latest version you can now configure which owner emails will be used when sending off communication! 

Head into the owner's profile and any additional emails will now be showing as notification options. 

Other changes:

• Fixed an issue where some PropertyMe work orders couldn't change supplier.
• Tapi will now show a message when a supplier is invalid from PropertyMe. 

Improvements improvement 

• General Quality Assurance Improvements

Issues fix 

• Fixed an issue where PropertyTree issues weren't showing in some supplier dashboards
• Other small bug fiez