Changelog

Cross-product reports combining people, jobs, assets, contracts and orders.

Saved views with per-role visibility, so teams only see their scope.

Scheduled delivery of any report to named owners.

CSV and BI export with stable field names for downstream tools.

Faster aggregation on accounts with large job histories.

Clearer labelling of approval states in exported data.

Report filters now remember the last used period per user.

Corrected a rounding difference between job cost and invoice totals.

Resolved an issue where archived records appeared in date-ranged reports.

Stage gates with a named owner, a deputy and an escalation threshold.

Spend thresholds that route approvals automatically by value.

Approval history on every job, with who, when and what changed.

Mobile approvals for owners working away from a desk.

Permission sets now map cleanly onto approval roles.

Pending approvals surface in one queue rather than per job.

Notifications reach a person, not a shared inbox.

Fixed a case where a withdrawn approval left a job in the next stage.

Resolved duplicate notifications when a deputy and owner both acted.

Day, week and month views with drag-and-drop rescheduling.

Competence checks that prevent booking an uncertified engineer.

Asset availability shown alongside people availability.

Knock-on impact preview before a change is committed.

Travel time factored into availability by default.

Clearer conflict messaging when two jobs compete for one asset.

Corrected timezone handling for accounts operating across regions.

Resolved an issue where recurring jobs skipped bank holidays incorrectly.