Release notes PestScan 7.3

January 2024

Looking for release notes for the mobile App? You can find them in the PlayStore or AppStore!

This version includes improvements in on the work order page. Furthermore, adjustments have also been made for better navigation through the software. In addition, a number of bugs have been fixed again. There are also new technical developments in the background. Below is an overview of the functional changes.

Interface with Freshdesk

From this release onwards, an i can be found in three places explaining the functionality. You can click on this i to see the explanation. The new i's can be found in the Quicksearch, Hours worked on the work order and in the pop-up screen for assigning rights to accounts.

If you click on the i, you will be shown explanations. You can also click on the bottom right button to navigate to FreshDesk. Here you can also find other articles explaining our software.

Quicksearch

The Quicksearch can be found at the top of the left-hand menu. In the Quicksearch, you can quickly find your customers and/or location. Each column shows the corresponding customer, corresponding location and which type of result it is, respectively. The icons behind them are shortcuts to navigate directly to: 

• The site/customer overview
• The work order overview of the location
• Adding a work order for this location
• The customer portal of this customer.

Assigning rights to Extra accounts (customer portal)

Assigning rights to Extra accounts has been made easier in the new release. The new system works as follows:

1. Choose a right you want to assign by clicking on it
2. Now you can choose the account to which you want to assign this right by doing the following:

• Select a single location box to assign this right to the corresponding account
• Select an account to assign this right to all locations for this account
• Select a location to assign this right to all accounts for this location

Important to note: the pop-up can be made larger manually!

Customer overview

The customer search page has been revamped for ease of use. The filters have been placed side by side to create more space on the page. As a result, more customers are visible on the page. The filters have also been made more user-friendly.

Work order/Jobs page

The pages around work orders and jobs have been thoroughly overhauled in terms of layout. In terms of functionalities, some changes have been made.

Layout

In terms of layout, the following things have changed:

• All pages surrounding work orders and Jobs are opened in a new tab. This can be closed again with the 'Close' and 'Save & Close' buttons.
• The pages for creating work orders and Jobs have been rearranged. This has included a clear division of all fields. These have been subdivided under the headings 'General Information' and 'Planning'.
• The work order page and Job page have also been adjusted in terms of layout. These have been divided into four quadrants. This creates more overview. All fields are logically subdivided under these four quadrants.
• Below the four quadrants mentioned above, a table has been created in which all other data is shown under tabs. The number in the tab indicates how much information can be found in this tab. An example is in the observations tab. If it says 'Observations (5)', this makes it clear that there are five observations under this work order. These numbers facilitate a quick overview.
• In this release, work has also been done to facilitate navigation in the software (see heading Quicksearch). On the work order page, customer and location names have become a link. This allows quick navigation to the customer or location.

Functional

Regarding the functional part of the work order and job pages, some functional changes have been made.

• The main functional change is related to time records. As of this release, the start and end time of the work order are linked to time entries. Want to adjust the start or end time of the executed work order? Then adjust the time registration, it will also adjust the start and end time.
• Thus, from now on, a completed work order will have a time registration of type 'Time worked' at all times.
  Hereby, if the work order is completed in the office environment, the planned times and employee will be taken over to create a time registration.

• Also, the field 'Suspended time' is from now on linked to time records with type 'time worked'. Therefore, this field cannot be modified from now on.
• A text field can from now on be enlarged in a pop-up. Click on the icon next to the text field, the text field is now enlarged in a pop-up. Here the text can be further adjusted.

Invoicing module

In the invoicing module, it is now also possible to create details about the customer. This development consists of two parts: setting and displaying.

Setting

Under a location, tab 'Contract' can be found the tab 'Invoicing'. In this location, all information regarding invoicing can be stored. A new section has now been added at the bottom here.

In this new section, details can be created and ordered. These details can also be linked to a value.

Details shown

These details and values are displayed when creating an invoice. The name of the location is shown on the invoice page. As soon as the cursor is placed on this name, the details and values are shown for this location.

Other minor adjustments

Further minor adjustments have been made to the software. The most important ones are listed below.

• From now on, the 'Switch to customer site' button can also be used on the location page. This allows faster navigation to the customer portal. 
• In the planning tools, it is now possible to choose from five future years to plan. Unfortunately, it is not yet possible to plan several years at once with our planning tools.
• In the calendar, work orders and appointments are now sorted together by time. In the previous version, appointments were shown under the last work order.
• In the calendar, the filters have been adjusted. These now all show the same behaviour, namely they are executed after clicking on 'View'.
• From now on, when opening the calendar, today's day is always shown.
• Several bugs have been solved on the 'Report time registration' page. This page can now be used in full. The receipt numbers are links to the correct work order where the time registration can be adjusted.

Also, all sums are now displayed correctly when all-time records are added together.

Technical developments

Technical developments have also been made again in the background. A brief overview of these is described below.

First of all, hard work has been done again on software security. It is always important to keep all security levels up-to-date. Things have been developed for this purpose in this release as well. Obviously, we cannot make any extensive announcements here. Do you still have questions? Feel free to ask our helpdesk.

We have also worked on the release process. From this release onwards, we will automate releases with Pipelines. This will ensure more frequent releases and less chance of human error during the release process. With this, we hope to improve your release experience in the future.

Finally, a new API has been created that is up to current standards. This is a REST API that can be used once the module of API connectivity is taken away. The API is provided with documentation using Swagger. Feel free to ask the Helpdesk regarding the possibilities of using this new API.