Connect - Release 9.35

Release Date: August 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

• Sales Invoicing
  New feature Sales Invoicing added to Orders > Sales Invoicing Dashboard. This helps to deliver the process of billing customers for work completed at their location—such as repairs, installations, or maintenance. The Sales Invoicing module delivers the following functionality: 

  • A new single order invoicing process, allows users to hold invoices at Draft Status before finalising them, ensuring all details are correct before an invoice is moved to Invoiced Status. 

  • Batch order invoicing allows users to process multiple orders for invoicing simultaneously, improving efficiency in financial operations. 

  • Non-order invoicing allows finance users to raise invoices which are not associated with specific orders, providing more flexibility in invoicing processes. 

  • The ability to allow for invoicing at the quoted value and defaulting invoices to the quoted value, providing more flexibility in the invoicing process. 

  • The ability to generate invoice documents as part of the invoicing process. This can be enabled through a new setting on the Invoicing tab of the contract, where a message template can be specified for document generation. 

  • A new outbound sales invoice integration, which enables third-party systems to import necessary data from sales invoices, streamlining financial processes. 

  • New invoicing permissions, allows administrators to control which users have the ability to edit invoices. This enhances security and ensures only specified users can modify invoice details.

Please contact Totalmobile to have this feature enabled.

• Planned Works Functionality Enhancements
  Enhancements to Planning > Job Planner and Planning > Gantt:

  • The Job Planner now respects skills requirements for jobs, alerting users when a job requires specific skills, ensuring jobs are assigned to individuals with the necessary qualifications.

  • The Job Planner now includes an option to filter and show only specific job codes or work categories, allowing users to customise their view and focus on relevant tasks, improving workflow efficiency. 

  • Navigation improvements have been made to both the Job Planner and Gantt View screens, allowing users to manage planned works more efficiently by improving movement between and within these screens.

• Create Work Orders from Mobilise
  Enhancements have been made so the system now supports creating work orders directly from Mobilise, which enhances field operations by allowing immediate creation of work orders on-site.

• Automatically Repeat Visit Checks for Financial Completion
  Enhancements to Visits > Visits. A new automated process has been implemented to repeat visit checks for financial completion, reducing manual intervention by automatically triggering checks on orders which could potentially be progressed to Financially Complete status.

• Create Orders from Property Management
  New feature Create Orders added to Customers > Property Management > Property Details. Users can now raise orders directly from the Customer View, streamlining the process of order creation. This allows users to view the state of work against a property, and enables them to make informed decisions about new work by providing a comprehensive overview of existing orders.

• Bulk Remove Activities
  Enhancements to Dashboards > Diary. The Activities can now be removed in bulk from the Diary screen. This allows users to efficiently delete multiple activities which were booked simultaneously, such as annual leave or team meetings, without having to remove each activity individually. It also provides visibility of related activities which would be affected by the bulk deletion.

• Van Stock Take
  Enhancements to Material Management > Stock Dashboard. Visibility to the columns viewed can now be restricted based on a user’s Security Profile. There are new Security Profile Permissions which allow for individual control for each column shown on the Stock Dashboard and for Stock Take.

• Billable Flag Surfaced in Message Bus
  Enhancements have been made so the Billable Status of Actual Codes is surfaced in the message bus, so the middleware can action them appropriately.

• Optimise Integration Enhancements
  Enhancements have been made to the Optimise integration:

  • The Two-to-Attend feature now respects the flag when sending jobs to Optimise, ensuring proper resource allocation. 

  • A new feature has been introduced to automate the process of releasing cyclical and compliance orders to Optimise for scheduling. This allows users responsible for cyclical and compliance assets to enable automatic sending of generated orders to Optimise, streamlining the entire process of raising and initially booking compliance work. The new setting is available on contracts where Optimise scheduling is enabled, ensuring seamless integration between order generation and scheduling. 

• Order PATCH API Update
  The Sales Order PATCH method has been updated to allow for updating the Order Status (to Work Completed) and Order Process Status.
  

Fixes