G.J. Software Update – June 2023

Builder Portal, Release Notes Patrick Haley

Summary

This release includes new features such as multi-unit count functionality for sales/slabs, improved GTO save process, and the addition of a DPP filter to the Preconstruction Schedules list, along with bug fixes and resolution of incidents related to various areas of the software.

As always, reach out to our support team if you have any questions or raise an issue on our service desk if you experience an issue.

✨ New

New tweaks and enhancements in this release:

Updated WIP to source the total amount for DPP jobs from the sum of all overpayments in Xero instead of the Est. Contract Value field in job details. Learn more
Improved the save process for GTO by keeping the page open when you process to save changes and adding a back button to make it more consistent with the rest of the system. You can now upload plans and save them without setting scales first and we also added an autosave function.
Added “Secondary Dwelling” option to the Customer Type list when creating a new lead so you can keep track of leads interested in building an ADU or granny flat.
Disabled automatic creation of calendar invitations for maintenance/warranty tasks and schedule updates to suppliers and subcontractors. Learn more
Added a new DPP filter to the list of preconstruction schedules.
ToDo message email reminders are now sent at 8:00 am instead of midnight.
Removed customer filters from the Clone Quote window that required you to select from Active, Completed, or Not Proceeding customers. Now you just search from a list of all customer contacts.
Created a Validate Office Folders procedure to restore deleted system folders such as letter templates and job docs for Franchisor and Master users.
Improved duplicate detection algorithm for web leads ignoring whitespace in phone numbers and introduced a short delay between lead creation to avoid duplication when multiple form submissions occur within a short period.
Updated the Manage Email/SMS templates screens to only see templates created in your office or parent offices.
Updated lead counts in EOM reports to be based on the earliest sales folder creation date for a lead.
Updated slab date logic so that a slab date will not be triggered if the Contract Amount is less than or equal to $25,000.
Added multi-unit functionality for sales/slabs to the Billing tab of the Contracts Manager for Franchisor and Master user as well as a new column displaying unit counts in the jobs list. Learn more
[US only] The $SiteAddress placeholders now render results as “Lot, Street, City, Zipcode” to ensure that US addresses are displayed in a manner that is more familiar and understandable to American customers.

For more information check out our new features policy.

✅ Fixed

Bugs that were squashed in this release:

Accounts

Addressed an issue caused by bills in Xero being voided before a job number or cost center was added.
[AU only] Fixed an issue that prevented tax invoices for G.J. Software from being delivered.

Admin

Fixed an issue where color selections were not able to be created for quick jobs.

Estimating

Fixed an issue in item import that caused an error if an item being imported was previously ‘marked as deleted’.

Sales

Addressed an issue where HLP were using the default QQ markup from the price book.
Fixed an issue where the QTY for quote changes were not being cloned to new HLP.
Addressed an issue where dates in the Next Activity column was not displaying information.
Addressed a sorting issue in the RFQ Management list.
Fixed an issue where lead stages were not displayed in the correct order.
Addressed and issue where details about design brochures were not being displayed for web leads.
Fixed an issue where the Last Modified column wasn’t displaying the correct sort order in RFQ Management.
Fixed an issue where lead cards were not being displayed on the Leads Board.
[NZ only] Fixed an issue that resulted in an error when updating lead stages.

Scheduling

Addressed an issue where jobs with handover dates were being displayed in the schedules list.
Addressed an issue where some CCO tasks linked to critical paths were able to be deleted from job schedules.
Addressed an issue where jobs were disappearing in the schedules list when the sort order was changed.
Fixed an issue where DPP jobs were not visible in preconstruction lists.
Addressed a validation issue that allowed the saving of schedules with cyclic dependencies.
Fixed an issue where the sort order of jobs was not consistent between the jobs list and the schedules list.

Other

Fixed an issue where profile photos weren’t being uploaded to the website.
Addressed an issue where some users were unable to produce reports.
Addressed an issue where active jobs were not visible in various filters.
Fixed an issue where Google Docs templates were not being removed from job docs during document generation.
Addressed an issue with PayPal not returning the completed_transaction_date.
Fixed an issue that caused an error when cloning offices.
Addressed an issue where logos were not displayed in letter templates for some offices.
Fixed an issue that caused an error when saving user role permissions changes.

For more detailed information check out our bug fix policy.

🗣 Technical

Technical debt and nerd stuff:

Renamed prod_softeq user to developer_admin.