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!

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! 

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

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

Fixes and Changes