Connect - Release 9.34

Release Date: July 2025

We have been enhancing 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

• Fixes

What’s New

• Out Of Hours Pull Down from Mobilise
  Out Of Hours Orders from Connect are now available on Mobilise. Users can now search and pull down OOH Orders on demand from a form on the Mobilise Home screen. Upon selecting the OOH Order, Connect creates a Visit for the OOH Order, which is automatically sent to the operative, without requiring a Planner or Scheduling to send them.

• Stores Locations
  There are enhancements to the Stores process, a new Picked Location functionality has been introduced. This allows ‘pickers’ to collect items for user's requisition orders and designate predefined locations for collecting thing these items, improving efficiency and traceability in warehouse operations.

• Subcontractor Portal Permissions
  Enhancements have been made to the Subcontractor Portal Permissions to limit the information available to web users. These permissions are found in Security Profile and allow the following areas for the Subcontractor Portal to be hidden:

  • Details tab

  • Dashboard - List of Subcontract Orders - Value of Completed Work

  • Dashboard - List of Subcontract Orders - Order Value

• Document & Photo Integration to SharePoint

  Enhancements have been made to enable Connect to provide documents and photos to SharePoint. The transfer is triggered by specific Order events, such as work being complete against the Order, or the Order being financially complete. This allows for a more streamlined workflow, improving document management, and providing enhanced control over document and photo transfer.

• Manually Allocate Posting Assignments
  Enhancements have been made to the Manually Allocate Posting Assignments feature on Sales Orders, in the Order Management > Order > Details tab. When this is turned on, the Cost Centre and Account Code fields on the Job Code of a Subcontract Order can now be edited.

• ‘Is Inspection’ field on Booking Type
  Enhancements have been made to the Booking Type, to allow Inspections Visits to be automatically selected when a Visit is booked via the Resource Visualiser, or Job Planner. A new setting to enable this has been added to the Work Category, in Config > Order Management > Work Categories, called Is Inspection. When this setting is on users can drag and drop the Work Category to schedule it on the Resource Visualiser, or Job Planner, and the Inspection Visit is selected automatically.

• Unity Timezone API Alignment
  Multiple time zones are now supported across Connect, Optimise, and Mobilise. Users can set their preferred time zone, which is consistently applied throughout the systems, ensuring a coherent experience for all users.

• Asset API Update
  New Web Services API endpoints have been developed for Asset Management integration. These endpoints enable external systems to create, update, link, and retrieve asset records, supporting various filtering parameters and respecting Asset Category configurations.

• Booking API Update
  Enhancements have been made to the Booking API with the addition of a User field. Now when a Visit is created and a username provided, a check is made for an existing user. If a user is found the Visit is populated with the username, and if the user is not found the Visit defaults to a user of SelfService, as it did previously.

Fixes