Job Management (Connect) - Release 9.42

Release Date: July 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

  • Job Planner Displays Completion Status

    Enhancements have been made to Planning > Job Planner.

    The Job Planner now displays when all work items are complete, providing a clear indication of completion status within the Planner View.

  • Ability to configure field display names:

    Enhancements have been made to Config > Database > Vocabulary.

    Specified system fields can now have their display names configured. Renamed labels are shown consistently to all users across the system.

  • Job Management (Connect) – Mobile Working (Mobilise) Diary Visibility

    Job Management (Connect) now supports controlled future diary visibility for operatives using dynamic despatch. Access can be set per operative to show all future items, none, or only planned activities and padlocked visits.

  • Filter Suppliers on Book External Contractor screen

    Enhancements have been made to Order Diagnosis > Book External Contractor.

    The supplier list on the Book External Contractor screen is now filtered based on job code availability. Only suppliers with a Supplier Job Code matching job codes on the order are shown in the Contractor dropdown.

  • Multi Compliance - Update compliance for a specific asset compliance schedule

    Enhancements have been made to Asset Management > Asset Details.

    Multi-compliance schedules now support a Meter Reading field on asset records, with updates available through Job Management (Connect) and the API. Changes to meter readings can automatically update active numeric compliance schedules for the asset, and a new API option supports posting asset meter readings in bulk.

  • Improved version of the Purchase Order Audit for invoicing

    Enhancements have been made to Materials Management > Purchase Orders.

    The Purchase Order Audit tab has been updated with a revised column order for invoicing activity. Audit entries now present key details such as date and time, user, action, description, and related identifiers in a clearer layout.

  • Display Visit Dates on Asset Management when Job Codes added to order via Mobile Working (Mobilise)

    Enhancements have been made to Visit Management > Visit Details > Job Codes.

    Asset Management now displays Visit Details for Job Codes added to an order through Mobile Working (Mobilise) SOR claims. Completed Visit Dates and Visit IDs are shown against the relevant asset Job Code records.

  • Job Code Contract Cost Rate Books

    Enhancements have been made to Config > Ratebooks.

    Job Codes now support contract-specific Cost Rate Books, including import support for Contract Cost Values. Order charge calculations have been updated to use Contract Cost Rate Book values when calculating expected and contractor-related costs for completed work.

  • Enhanced finance integration support

    The financial integration capabilities have been enhanced to support the exchange of additional invoice and invoice line information. New fields are available at both invoice and line-item level, including financial period, posting and approval dates, VAT values, contract details, and additional line identifiers. This update improves the availability of financial data within integrated systems and supports more comprehensive financial processing workflows.

  • Sales Invoicing - move Sales Invoices across batches

    Enhancements have been made to Orders > Sales Invoices Dashboard.

    Sales invoicing now supports manual invoice batches alongside automatic batch generation. Users can move financially completed orders between eligible open draft batches from the Order Summary screen, while automatic batches continue to generate independently.

  • Improved visibility of Asset Information

    Enhancements have been made to Dashboards > Planning Board > Planning View.

    Planning views now support additional asset information columns, including Asset Name, Asset Category, Asset Sub-Category, and Asset Type. Asset-related KPI filters have also been expanded, and drilling into multiple assets from a planning view now opens the Assets tab on the Order Summary screen.

  • Enhanced order integration capabilities

    Order integration functionality has been enhanced to support the exchange of completed order information with external systems. This update improves interoperability and enables more seamless processing of order data across integrated platforms.

  • Ability to Bulk Update Visit Status

    Enhancements have been made to Visits > Visit Management.

    Job Management (Connect) now supports the bulk updating of visit statuses, allowing status changes such as moving multiple visits from Planned to Booked in a single action.

  • Added support for configurable default values in token-based message content

    A default value can now be configured for supported message content tokens. When a token does not resolve to a value, the configured default is used as a fallback, helping to ensure message content remains complete and consistent.

  • New SMS & Email Message Template

    Enhancements have been made to Config > Organisations > Contracts > SMS and Email Configuration.

    A new template has been added which is set as an appointment reminder to be delivered 3 days before the Appointment Start Date.

  • New API for Creating Variation Requests

    A new API has been added to create and populated variation requests. This supports integration scenarios by enabling requests to be initiated programmatically and processed through the standard approval workflow before downstream processing.

Fixes

Ref

Description

CONPS-403

An issue has been fixed with the finance integration where the Base Value field was being used to populate the Goods value of the invoice (ie. the NET value), but this was coming from the external system as the GROSS value (ie. the Total Cost field on the invoice).

CONPS-453

An issue has been fixed where the Call Centre User ID was blank on the Order Entry List for jobs raised in Mobile Working (Mobilise).

CONPS-567

An issue has been fixed where it was not possible to extend a pre-existing Activity by days.

CONPS-748

An issue has been fixed with Work Orders being rebooked by the automatic scheduler, where it was not respecting the zone or skill rules on the reappointment.

CONPS-933

An issue has been fixed in the job posting, where the output for the field name amount was showing the Order Value rather than the Value of Completed Work / Invoice Value for both the credit and debit lines.

CONPS-999

An issue has been fixed where the Customer Property Management and Individual Property screens were slow to load.

CONPS-1042

An issue has been fixed when raising an order with a skill that does not have a team associated, where the order would fail to create.

CONPS-1079

An issue has been fixed where the Credit Note screen would only accept values entered with a maximum of 2 decimal places.

CONPS-1102

An issue has been fixed with Daylight Savings Time and the Compliant Until Dates on assets, where the dates were removed when pushed back from Mobile Working (Mobilise).

CONPS-1125

An issue has been fixed where orders could be booked after the Target Date without the override being checked on the Advanced panel.

CONSUP-1332

An issue has been fixed when adding Billable and Non-Billable Job Codes on Orders via a Variation Request, where the Job Codes were added to 1 line, rather than on separate lines.

CONSUP-1358

An issue has been fixed where subcontracting multiple job codes on a Voids Order was particularly slow and giving errors.

CONSUP-1379

An issue has been fixed where the filter Has Linked Work Orders was not always being applied when used.

CONSUP-1480

An issue has been fixed when trying to delete gangs related to accounts of people who had left the business, where the gang board did not change and the group name remained.

CONSUP-1516

An issue has been fixed with the performance when searching for addresses on the Order Management screen and the organisation and contract groups are set on a user.

CONSUP-1562

An issue has been fixed where the BookSubcontractorOrderV3 API method to incorrectly allowed Subcontract Orders to be raised on Suspended Suppliers.

CONSUP-1585

An issue has been fixed with the speed when selecting the Asbestos tab of a property, previously it was taking a long time to load the related asbestos data.

CONPS-866

An issue has been fixed with the Diagnostic Search where it showed search results which did not match the criteria entered resulting in '&amp' instead of '&' being returned. The number of results can also be extended to 50.

CONPS-1130

An issue has been fixed when using the BARIS integration in conjunction with client variation, where orders containing SOR codes with zero planned and zero actual quantity were still sending the codes which caused an integration failure.

CONPS-1171

An issue has been fixed where the creation of orders for the Multi Compliance Schedule was not applying the View Asset step from the process template.

CONPS-1177

An issue has been fixed when creating a work order where the job codes were reordered alphabetically, rather than in the order specified in the code template.

CONPS-1196

An issue has been fixed where create order for the asset API endpoint was allowing orders to be created by inactive code templates.

CONSUP-1115

An issue has been fixed where job codes coming from Mobile Working (Mobilise) to Job Management (Connect) were incorrectly creation variations.

CONSUP-1125

An issue has been fixed when using the OrderVariationReleased to surface job codes added via Variation Requests, where it was not adding the correct code.

CONSUP-1603

Improvements have been made to the Diary to increase the speed when loading resources.

CONSUP-1640

An issue had been fixed when using the new URL tag in an email communication, where the link of the URL was not shown as a hyperlink and therefore not clickable.

CONSUP-1653

An issue has been fixed where if a Approved Variation was Cancelled, the value of Completed Work did not refresh automatically on the order.

CONSUP-1683

An issue has been fixed when creating a purchase order and using Add Purchase Order Line, where selecting Material Code did nothing.