10.17.2024 - Release Notes

SL-4323 Import/Create Custom Line Items within Custom Settings to be referenced in Proposals

SL-1100 PestPac Integration (Work Wave)

SL-855 Label SDS Integration

SL-4142 Disable Standard Notifications for Specific Proposal Templates

SL-4210 Create a new user access role called "Team Supervisor" (Sponsored by ACTION Termite & Pest Control)

SL-4230 Enhancement: Dashboard Widget for Close/Win Rate

SL-4244 Create a toggle within team member permissions to disable ability to adjust pricing line items in a proposal (Sponsored by ACTION Termite & Pest Control)

SL-3173 Better handling of error when sending a proposal PDF to FieldRoutes

SL-3446 Enhance Companies Search to Include Email Address-Based Queries

SL-3697 Update Verbiage for Pricing Group

SL-3742 Add "Form Type" to forms for use with special requirements such as Arizona TARF

SL-3789 Text overlapping when line item is discounted (Verify on Web & PDF)

SL-3934 Change Webhook Action request content for proposal automation

SL-4065 Upgrade PDF Library to latest version

SL-4139 Restore Placeholder Text for Select and Multi-Select Form Fields

SL-4146 Add measuring capability within drawing tool

SL-4153 Improve Mobile UI for Proposal Template Settings

SL-4154 Improve and Fix UI Experience in Mobile for Service Plan Update

SL-4155 Implement Modal Selection for Mobile and Tablet Modes

SL-4164 Enhanced View for Archived Proposals

SL-4168 Exporting Reports | Transition reports larger than 5MB attachments to stored file within S3

SL-4172 Enhance UI Responsiveness Across All Proposal Previews

SL-4221 Add ability to tap/click on a pre-defined element within a multi-select and edit the value for multi-selects that allow for a custom option to be added

SL-4227 Various UI tweaks

SL-4248 Display automation description when expanding the details

SL-4249 Update the "Create New Company" modal to optionally send the invitation email to the owner email

SL-4269 Font size matching - Service Plans table list text is too large

SL-4275 Allow for more spacing for these in company overview (admin view)

SL-4289 Line height/padding needs updated for settings section to match Reviews / Custom Field Groups

SL-4293 Add additional 500 error page options, new graphics for each 404, 500, and 401 error pages

SL-4296 Make the address clickable to open google maps, and add a copy button just like was added for phone & email. Remove redundant phone and email icons in sub-bar.

SL-4297 Arizona TARF and California WDO should no longer have a fixed `unique_id` when imported after enabling it.

SL-4299 Enhance FieldRoutes customer import to auto-fill first/last names based on company name in UI

SL-4302 Remove page header on Findings on Standard template, etc;

SL-4303 Hidden line items showing on Proposals in Preview and PDF (also check email variable output)

SL-4318 Streamline team member invitation after increasing license limits.

SL-4319 Update verbiage of Team Member addition modal

SL-4325 Customize Line Item Settings at Service Plan Level in Proposal Creation

SL-4334 Update error 500 page verbiage, buttons, and display exception details if available

SL-4346 Add ability to refresh the activity log contents

SL-4349 Inject customer's brand colors into the Quill Editor color options (in addition to those already set) for font color selection

SL-4352 Photo layout section, margin is wider on the right than it is on the left on mobile

SL-4353 Update all rendered image URLs to CloudFront URLs in PDF

SL-4376 Add option within the Proposal Template Introduction section for disabling the Customer Reviews in the sidebar from displaying

SL-4390 Make it more intuitive and easier to add text to a field that has, or may have, pre-set data to choose from.

SL-4412 Remove "Valid Until" on accepted PDFs

SL-4417 Update a few icons in Custom Settings

SL-4462 MediaHub::Manufacturers - sort Manufacturers alphabetically

SL-4246 Pull in the customer's "County" from FieldRoutes

SL-3966 California WDO / Findings

SL-3607 Include Address Line 2 in uniqueness for Service Address

SL-4182 Fix form issue with or without form fields unique ID

SL-4206 Proposals| Graph getting cut off in PDF

SL-4243 Zip codes for taxes is not working

SL-4254 Unable to Add Team Member

SL-4306 Multiple pricing groups displaying for dynamic ranges even if the input value does not match the range

SL-4307 Team member limit updates not immediately reflected after purchasing additional licenses.

SL-4315 Can't Change User Permission as an Owner

SL-4316 Forms are unable to be exported from an account

SL-4320 Text shown all over proposal when you click Download PDF button

SL-4321 Unable to accept some proposal with pricing group rules

SL-4326 Issues with form mapping

SL-4329 Styles defined in Proposal Intro not applying

SL-4331 Customer being associated with ISN, should remain empty so it can be associated with FieldRoutes

SL-4333 Pricing Group / Line Item rules are not rendering as checkboxes when the rule is set to allow for none

SL-4337 Fix an issue with Service Plan not saving when using AZ WDIIR

SL-4341 Images not being included in PDF sent to FieldRoutes

SL-4343 Generate thumbnail for finding and form field photos to be used for PDF

SL-4344 All Pricing Group Lines are checked when they shouldn't be

SL-4345 Issue when assigning multiple locations to team member and updating to manager role

SL-4355 California WDO changes

SL-4357 Missing Button to Expand Terms in Service Agreement

SL-4362 Add HTML classes to finding elements in review page

SL-4372 Pricing not showing recurring amount for line items

SL-4379 UI/UX update - Add overlay behind the google map modal on the drawing tool to ensure they don't click the wrong button, update order of insert capture lines to be capture map image by default

SL-4385 Some proposals show "Pending Approval" state, with a date before a proposal was even created

SL-4387 Diagram getting cut off in thumbnail and in PDF

SL-4389 County is not being saved in Customer Address after refreshing the page

SL-4393 Console Error Preventing Proposals and Customer Lists from Loading

SL-4414 "Disabled" user status is still being counted to a license seat

SL-4419 Conditional custom fields that are required and are a select or multi-select causing proposal error from service plan page to sections

SL-4420 Ensure spacing is respected in message body for emails

SL-4427 GorillaDesk integration is creating duplicate customers when you create them in Smarter Launch first

SL-4429 Throwing an error in Chrome when trying to send a proposal

SL-4433 Tablet / iPad: Map is behind the overlay in Drawing tool

SL-4442 Webhook not firing when the customer views their proposal

SL-4444 Tools (zoom, measure, move) gets disabled when using satelite image in drawing tool

SL-4449 Issues with color picker in texta area / quill editor

SL-4460 Attempt to read property UUID on array

SL-4471 FieldRoutes: Not sending document/attachments

SL-4478 Billing Schedule Pricing Issue, Initial Pricing is Inaccurate on the Schedule

SL-4482 AZ WDIIR (non form-type) Mobile Home Property Type selection is not mapping to "M", but instead is selecting "H"

SL-3850 Verbiage of pricing group overlapping pricing fields on proposal pdf

SL-4084 Proposal Template - Creating a new proposal template - unable to search for a location that isn't in the original set of locations

SL-4208 Unable to login as a user within a company when logged in as an owner

SL-4258 As Owner, I am not able to update company locations

SL-4268 Form field error displaying when only selecting one value in a required select/multi-select field

SL-4285 If Proposal Template "Accept & Sign" Section is Not Enabled, "Decline" Option should also not be available.

SL-4287 Missing line items in email notifications and proposal overviews after customer views a proposal.

SL-4291 Unable to delete FieldRoutes documents due to not specifying office id

SL-4295 Infinite loading when saving custom field group with checkbox in service plan

SL-4300 Excessive API calls when viewing automation with multiple filters

SL-4301 Drawing symbols issue when locked and inserted

SL-4304 Odd issue with label for pricing group

SL-4305 PDF documents not syncing over to GorillaDesk account

SL-4309 Incorrect timestamps displayed for proposal creation and sending activities

SL-4312 Incomplete error feedback in proposal creation

SL-4313 Lack of specific error feedback in service plan selection during proposal creation

SL-4327 Technical Issue with Proposal Generation Process

SL-4351 Remove "For the last 30" from all-time proposal visual after selecting accepted, sent, declined from the visual.

SL-4356 In tablet view, updating service plan or template when in step 1 of proposal creation opens customer selection modal

SL-4364 TypeError - null is not an object (evaluating 'e.scrollTop')

SL-4365 Issue with "Pending Approval" status showing in status bar

SL-4367 Whole proposal page is clickable and it opens customer search

SL-4370 Invalid heartbeat request being made when viewing a proposal template for editing

SL-4371 Customers list isn't showing to newly created company

SL-4373 Fix: It says "Status" instead of "Locations" under the service plan filters

SL-4374 TypeError when viewing proposal overview for some proposals

SL-4375 Errors in the console during PDF generation - Invalid <p> string child outside <Text> component

SL-4377 Text duplication in notice banner on proposal preview and PDF.

SL-4380 When inserting measurement lines from a Google Map Modal capture in Drawing Tool, Re-center the content

SL-4384 Application Error When Accessing Archived Proposals

SL-4394 No data in customers page

SL-4395 CORS error in proposals list

SL-4411 Can't upload PDF

SL-4434 Undefined array key \"pest_treated\ when saving proposal

SL-4435 Adding service agreement to a proposal is not reflecting in proposal review

SL-4450 In proposal template creation, cannot scroll for added options for style menu

SL-4456 Remove option to Login as user if the user is "Confirmation Required". You should only be able to login to an "Active" user account.