This article covers new feature updates, fixes, and refinements to Fieldmagic. 


Please pay special attention to the **Important Releases below. 


Desktop Fixes and Updates


  • **FC-1650 – The user can now select a product\item on the line item of the Recurring Invoice.
  • **FC-2020 – Changes when converting a Quote to a job:
    • New Work Order Line Items  - every time a quote with line items is converted into a new job (Fixed Price or Flexible Invoicing billing type),  it will now transfer the quote line items into a new Work Order area within the Job as below:


  • Job Amount to invoice is now based on the Work Order Items (Amount to invoice is not now editable).
  • The user can modify the Work order line items to be used when creating an invoice for Fixed Price or Flexible invoicing. This is useful when additional parts are used on jobs that were originally quoted for but now require additional materials. 
  • For Existing Jobs with Amount (Fixed Price), it will create a work order line item to match the existing job amount to be used when creating a customer invoice.  The amount is transferred to “Unit Price” and “Discount Price” of the Work Order Line Items.


  • FC-2332 – Admins can now import a Recurring Job using the Import Wizard.
  • FC-2510 – Document templates uploaded for the Document Template Builder can now be uploaded with a document size up to 2 MB.
  • FC-2589 – The document button is now available for FM Starter and Advanced Plan users on Jobs to view Work 
  • FC-2607 – When converting a recurring job with an amount, it will create a work order line item to match the entered amount after conversion.
    • Please note that If there is an accounting system integrated to Fieldmagic and there is a Default sales tax code set in the Accounting Configuration it will automatically be populated in the Work order line items unless the selected Product has a default sale tax code set.
  • FC-2653 - When the Import Process is In-Queue (Possibly due to Accounting Process), when a user Deletes this process, it will now stop proceeding immediately. 
  • FC-2107 – Fixed deleting a job with existing task scheduled in the Calendar issue to also remove the task in the scheduler to avoid confusion. 
  • **FC-2429 – Global Search Enhancements! Now you can expand your search to the below:
    • * Leads -> Lead name, company, emails 
    • * Customer -> name, emails 
    • * Sites > Site Name, Tenant Name and Location Name
    • * Contact -> name, emails 
    • * Opp -> number, summary 
    • * Job -> number, summary 
    • * Customer Invoices -> Invoice#, Invoice Summary
       
  • FC-1883 – If the related record is deleted, it will display as “--” in the record.
  • FC-2045 - "Expected Close date" field when creating an Opportunity is now a required field.
  • FC-2471 – Fixed Splitting\Duplicating task on the calendar:

  • FC-2505 – Added Active Products and Inactive Products in the Product List View.
  • FC-2537- Fixed Once off purchase material doubling upon creating a customer invoice record - this will now not occur. 
  • FC-2539 – Fixed Generating PDF Issues.
    • For Customer Invoices, Purchase Orders and Supplier Invoices, the correct filename of the PDF is now applied when generating a pdf on the edit layout of the record.
    • For Sites module - Annual Asset Report - Fixed error 400 encountered upon clicking the "Preview" button without selecting an asset.
  • FC-2544 – Modified the height of the dialogue box when creating a customer invoice to at least see the first line item of the invoice. 
  • FC-2558 – Update the “Schedule Task” Button in the job record view to be orange and clear to see for users. 

  • FC-2581 - Users shouldn't be able to remove all admin users. At least one is always required.
  • FC-2582 – Fixed the "Created Date" when a checklist is linked to a job.
  • **FC-2631 – Added additional filter to show accounting sync errors to relevant modules. (Customers/Suppliers, Items, Invoices). This now makes it easier to identify any potential accounting sync errors quickly:

  • FC-2125 – Added Data warehouse connection within Fieldmagic to allow customers to connect to Google BigQuery. 
  • **FC-2388 – Added an option to create a new contact from the Manage Contact Roles.

  • FC-2444 – Preferred Supplier Field in Item record is only applicable to non-labour products. 
  • FC-2458 – Fixed issues when the phone number (Contact) in Xero accounting has spaces.
  • FC-2477 – Fixed Customer invoice to get the discounted price of the work order line item instead of the unit price.
  • FC-2564 – Fixed the Discount Amount in the Quote so when an Item is removed in the Pricebook, it should not apply the discount on that item anymore.
  • FC-2597 – Removed line item limit when creating quote line items and work order line items.