We have added an option in Public Forms where you can now specify an email to receive a notification each time a new Public Form is submitted.
The notification is sent both in the Android notification pane and by email. You can click on the link in the email to open the Form in Upvise.
To set the notification email, edit the Template in th Forms web app, open the ‘Sharing’ tab. Click Enable Public to make the form public.
Enter an email in the Form Submitted Notification Email field to receive the notifications.
You have prepared an Invoice with a list of Products ordered in various quantities.
You start shipping products as soon as they are ready, i.e. it takes several shipments to deliver all the ordered products.
You can create a Packing Slip from the Invoice. When a shipment is ready for delivery, edit the Shipped Quantities for each Product included in the Shipment, and print out the Packing Slip.
You can now also track Previous Shipments:
Each Product in the Packing Slip includes a “Previously Shipped Quantity” field which keeps track of the number of items already shipped.
After the first shipment, whenever you update the Shipped Quantity of a Product in the Packing Slip, the Previously Shipped Quantity field is automatically incremented by the previous quantity shipped. (Note: this is subject to your prior confirmation via a popup message).
We have added an option in the Calendar web app to hide Completed Items.
In the Options menu, check “Do not display Completed items” to hide all completed tasks and jobs from the Calendar view.
We have introduced the following functionality in the Jobs app:
A Job Request form is now available at a private URL, which you can share with an external user.
The user fills in the form with data related to the Company and/or Contact requesting the Job, and a description, as well as date, time and address of the Job.
When the user submits the form, a Job is created in your Upvise account with the data entered by the external user, and a notification email is sent to the email address specified in your account settings. The Job is created as Unassigned and is listed in the Open/Unassigned section of the Jobs app.
You will find the Job Request Form URL in the Jobs web app Options menu / External Job Request tab. You can also configure the notification email in this screen.
On Android, you can now insert text from an existing Note into a new note. Simply tap on the icon with a + when you are in the Edit Note screen, and browse your Notebooks to find the note.
This is useful to e.g. create notes from pre-defined messages.
You can no attach photo, files or scanned document to a Job product in the Upvise Jobs mobile app.
This is useful to track expenses receipts added as a product in a job.
How to use it:
- on mobile, find a job and open it
- Tap + icon > New Product
- select a product category
- in the “add product” screen, tap “Add Photo”
You have now the option to hide individual price for product and service line items in a quote or invoice.
- On the Sales Web app
- Find a quote or invoice then tap the edit button
- In the Price tab, check : Hide Pdf Item Price
- Tap Done icon
The exported Quote or Invoice PDF will not display the individual line item prices but still display subtotal, vat and total.
This option is on a per quote / invoice basis