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 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! 

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

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. 

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 

Fixes and Changes

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 

💬 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