Job Management (Connect) - Release 9.41
Release Date: May 2026
We have been enhancing Job Management (Connect) since the last release, adding new features and addressing known issues to improve quality.
Some features may require additional setup by Totalmobile. If needed, reach out to your Account Manager for access details.
These Release Notes cover the following:
What's New
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Cost of Failures
A new feature has been added to Order > Time Constraint > Permit called Cost of Failures, this area is used to capture Fixed Penalty Notices, Section 74s, and Defects. These can store associated costs and contribute to the Order’s Total Actual Cost for Work carried out under a Permit. To enable this feature contact Totalmobile Support.
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Activity Custom Field Data Sent to Dynamic Scheduling (Optimise) > Description Field
Enhancements have been made to send the Activity data and Activity custom field values to Dynamic Scheduling (Optimise) through the Job Description field. This extends existing Description mapping so activity information can be included alongside work order and asset data.
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Job Planner Displays Subcontractor Orders
Enhancements have been made to Planning > Job Planner to display when work has been subcontracted. This brings subcontractor visibility into line with the Resource Visualiser.
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Subcontractor Visibility of Planned Job Dates
Enhancements have been made to Subcontractor Portal > Dates tab so Subcontractors can now view Planned Job dates. This provides visibility of scheduled work timing for subcontractor users.
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Deletion Reasons Appear Whenever Cancelling or Deleting Visits
Enhancements have been made so, when the contract configuration requires a reason, the Deletion Reasons are now prompted consistently wherever a Booked Visit is cancelled or deleted. This applies across Visit Management, Order Booking screens, and shortcode booking flows.
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Assign Workstream Specific Subcontractor Update Category Groups to a Single Contract
Enhancements have been made to Config > Order Management > Subcontract Update Category Group Rules so Subcontractors update category groups can now be assigned more flexibly within a single contract, using workstream-related criteria. This includes the ability for the update categories to close Subcontractor Process Steps as well as Order Process Steps.
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Photos Implemented into Customer.Asbestos Tag
Enhancements have been made so photos can be included in the output generated from the Customer.Asbestos tag in a new HTML file. This allows asbestos information documents and PDFs to contain related images as part of the rendered content.
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Job Code Picker for Sales Invoices
Enhancements have been made to Sales Invoices Dashboard > Sales Invoice > Lines so Sales Invoice lines can be created using a Job Code picker. Selecting a Job Code can automatically populate related line details such as Description, Unit Price, and Financial Coding, while still allowing manual edits and fully free-text entry when needed.
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Separate Subcontract Order Information from Sales Order
Enhancements have been made so Subcontract Order Information can be separated more clearly from the related Sales Order. This includes controls to prevent Subcontractor Completed Job Codes, Variations, and other subcontract specific details from being exposed on the Sales Order or included in client-facing views. For more details refer to Separate Subcontract Order Information from Sales Orders.
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Grouping Reference from Job Management (Connect) Passed to Dynamic Scheduling (Optimise)
Enhancements have been made so Grouping References can be passed from Job Management (Connect) to Dynamic Scheduling (Optimise) to support scheduling related jobs together. When enabled for relevant Job Codes, the Property External ID is used as the Grouping Reference and is sent through the integration to Dynamic Scheduling (Optimise).
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Mobile Working (Mobilise) for Subcontractors
Enhancements have been made to Mobile Working (Mobilise) for subcontractors to better support Subcontract Visit Delivery. This enables subcontractors to use Mobile Working (Mobilise) for time tracking, detailed form completion, and more configurable operational processes.
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Contractor Job Code Costing and Payments
Enhancements have been made so Completed Job Codes can be identified by whether they were carried out by internal staff or contractors for costing and payment purposes.
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Change to CX Integration to Web API Order Create for Contract Field
Enhancements have been made to the CX Integration for web API order creation so it supports the Contract field. This change applies to orders created through the integration pathway.
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New Materials Supplier 'Melbros'
A new materials supplier has been added to Config > Materials Management > Supplier Integration Settings. Melbros has been added making the supplier available for materials-related processes.
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Additional LASTVISIT Message Bus tokens on Order Topic
Enhancements have been made to Config >Integration> Message Bus. The following additional LASTVISIT tokens have been added to the order topic on the message bus:
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Resource
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Notes
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Completion Date/Time
This expands the data available to downstream integrations consuming order events.
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Option to Clear Contact Details on Customer and Order APIs
Enhancements have been made to Customer and Order APIs, they now include an option to clear contact details. This allows existing contact information to be removed through the API when needed. To enable this feature contact Totalmobile Support.
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Allow Code Location to be set on a Code Template
Enhancements have been made to Config > Organisation > Diagnostic Configuration > Code Templates. A Code Location can now be set on a Code Template. This allows location information to be defined directly as part of template configuration.
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Daily Financial Output Files for Open Accounts
New Daily Financial Output Files are available for Open Accounts. The integration generates .CSV exports for Material Purchase Invoices and Subcontractor Invoices and sends them through the integrator on a daily schedule.
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Credit Note Export Functionality
A new feature has been added to Config > Integration > Process Pipelines. Credit Note export functionality has been added for finance integrations. Material Credit Notes, including both EDI and manually added credit notes, can be exported in the same way as invoices.
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Update Bulk Order Import to Update the Target Date of an existing Order
Enhancements have been made to Config > Integration > Import Data > Bulk Import of Order, so the Bulk Order Import supports the target date being updated for existing orders. This allows target date changes to be made through the import process instead of requiring manual updates.
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Reverse Purchase Order Enhancement
Enhancements have been made to Config > Materials Management > Supplier Integrator, so Reverse Purchase Order Processing checks whether an item already exists in the Stock Location before adding it. Existing items have their quantity increased without changing their current status, while new items can be added with controlled status handling through a customer-accessible toggle.
Fixes
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Ref |
Description |
|---|---|
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CONPS-674 |
An issue has been fixed where orders could be booked after the Target Date without the override being checked on the Advanced panel. |
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CONPS-728 |
There has been a review of the ActiveH Messagebus topics when using variations, as the behaviour was not working as expected. |
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CONPS-737 |
An issue has been fixed where blank arrays were being output when there were no materials on the order. |
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CONPS-775 |
An issue has been fixed with the Order Booking URL where it would could not be used if the primary order number contained a /. |
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CONPS-875 |
An issue has been fixed where the Resource Details could not be updated if the address details were changed. |
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CONPS-876 |
An issue has been fixed with the Shared Diary View where there was no relationship between the order in the Configuration screen and the order shown on the Diary screen, and there was no way to update the order of those shown on the Diary screen. |
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CONPS-934 |
An issue has been fixed with the Data Clear Console where if failed and produced an error when trying to clear the customers. |
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CONPS-986 |
An issue has been fixed where the Stores Re-order dashboard was not showing line prices for any items. |
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CONPS-998 |
An issue has been fixed on the KPI boards where the ability to move back up through the drilldown was hidden by the KPI widgets. |
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CONPS-1001 |
An issue has been fixed with the OA Interface where the invoice matched values in a custom file were not matching the information shown in Job Management (Connect), this occurred when there was a partial match on an invoice. |
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CONPS-1045 |
An issue has been fixed where Custom Work Order fields on an order were not being populated for orders raised on the mobile via the API. |
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CONSUP-1059 |
An issue has been fixed when the Allow Variations and Completions at Work Completed setting is turned on, it meant it was not possible to add or complete Job Codes on Subcontract Orders which were not present on the Suborder. |
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CONSUP-1162 |
An issue has been fixed if a Process Step had the On Closure Apply Process Template setting turned on, but the Process Step was closed off due to the Automatically Close When Dependent Steps Are Closed setting the system was not applying the selected Process Template on the Order. |
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CONSUP-1233 |
An issue has been fixed where the travel time for the first appointment was not being excluded. |
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CONSUP-1249 |
An issue has been fixed in the QA environment where the Sales Invoice functionality was not working as expected. |
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CONSUP-1307 |
An issue has been fixed where certain POs failed to load when being opened from the Purchase Order Dashboard. |
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CONSUP-1349 |
A Contract setting has been added to determine whether or not Subcontract Order Variation Requests can be released, approved, all statuses etc. from the Order Management and Planning Board Variation Requests tabs. This is off by default. |
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CONSUP-1450 |
An issue has been fixed with the Order Attachments API where a 500 error was being shown for specific orders, even though the attachments were visible in Job Management (Connect). |
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CONSUP-1457 |
An issue has been fixed when using the Web Services API with Postman, where a 500 Internal Server Error message was shown rather than a valid error message. |
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CONSUP-1458 |
An issue has been fixed where the email paragraph formatting on the Visit Result Communication was not working. |
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CONSUP-1472 |
An issue has been fixed with the Bulk Import where is was not importing the Code Template. |
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CONSUP-1525 |
An issue has been fixed in the KPI widgets where the Last visit result type filter was not returning the correct results. |
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CONSUP-1531 |
An issue has been fixed where the SALESORDER.WORKCOMPLETED.DATETIME Message Bus token was surfacing the incorrect Work Completion time. |