🥳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. 

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 

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

💬 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