Changelog

Added the ability to mark Invoices as Unpaid.

Added Required Qualifications tracking, with matrix status icons, Bulk Assignment, and a dedicated management page.

Added “Enable Company Notifications by Default” setting, and Select All button on Company Form CSV fields.

Added a new “Priority” field to Tasks.

Added a vehicle speed chart when viewing a Timesheet.

Added Created/Updated fields to Venue table.

Added a new setting to allow Users to bypass Rate filters when given a specific permission.

Added Department and Status to Bulk Assign table.

Added a Postcode field to Static Reports Earnings breakdown.

Added the ability to associate Products with multiple Depots, including live updates, and improved Table filtering for Depots and Tags.

Added the ability to restrict which Products and Product groups are visible or selectable based on Depot, including new Depot management for Product Groups.

Asset utilisation now has an option to group by Account Types.

Fixed an issue with creating Products on the Stock Assignment Form.

Fixed an issue where if a User doesn’t have permission to view VATs, it would break the Shift Form.

Fixed an issue where if you attempt to place a Shift with the left hand side hanging over the resources on the Shift Form is would break the Form.

Fixed an issue where “Lock Revenue” Rates could have their values adjusted on the Quote Form, and show proper alerts on Revenue/Shift Forms.

Users that don’t have sufficient permission are now prevented from editing Venues on the Task Form.

When changing Form Structure Question titles, the slugs in the criteria of other questions will now update accordingly, the prevent the criteria de-syncing and not triggering properly.

Added an Expired Rates table.

Added Daily Task Sheet Print

Work Packages can now be filtered by Project on the Task Form.

Roles can now be duplicated from the Role Show screen.

Added a setting to enable a Daily Fault Report email.

Added a setting to enable an email being sent when a Fault is created.

Logos now appear on generated Incident PDFs.

Fixed an issue where an open Invoice form could be saved after sending the Invoice to Finance via another tab, which would cause the finance_reference to be nulled.

Fixed an issue with asset maintenances spanning multiple months, causing date numbers to not render in calendar cells.

Added a “Prevent £0 Invoice Lines” setting.

Fixed Consolidated Invoice Form not allowing you to send Tasks to Archive.

Fixed an issue where the Financial Breakdown titles could be blank on Task Show page.

Fixed an issue where the Shift Timeline tabs would be cut off when the Crew’s title spans across 2 or more lines.

Added 2 new Settings – “Auto Archive Tasks Related to Invoice” and “Default Archive Tasks Related to Invoice”.

Added Print functionality for Payment Applications.

Added Return to Work Bank Option on the Scheduler Day View to send Shifts back to the Work Bank.

Added Holiday/Absence and Overtime badges to Payroll Day View, and improved Payroll Calculation performance for large employee/date ranges.

Fixed Project Manager handling on Tasks.

Tweaked the validation when making Revenues to prevent values lower than 0.01 rounding down to 0 when saved.

Added the ability to toggle satellite maps on or off (If the config allows it).

Table Column widths can now be adjusted by clicking and dragging the column header.

Tasks now have a Survey sub-page, which shows all Surveys that have been completed on a Task.

Added a new field for ‘Creation Method’ on Tasks, so you can now see where a task was created (such as on the App, Web, or via API).

Added a search input to the Bulk Assign AI Scheduler Tab.

Optimised HR and Plant & Transport Planners.

Updated the Zoom button with an improved design.

Fixed an issue where File Names could contain non UTF-8 characters, resulting in issues with File Uploads.

Added a new page where a user can email a PDF of a Quote to clients.

Added a new setting to the Scheduler to show if a User is clocked in or not.

Added a new sort button to the Scheduler to allow putting clocked in Users at the top of the Scheduler.

Employee home addresses are now hidden from Venue lists, search results, and Venue pages – with new permission controls added for managing home Venues.

Fixed filtering by date on the Bulk Assign Page not including Work Bank Shifts that span over the selected date – for example, filtering by the 15th July would not include a Work Bank with an Earliest Start of 1st July and a Due Date of 31st July.

Added the ability to make Asset Tags from the Equipment page.

Added a new Shift Status Report, with Shift and Work Bank tracking tables.

Added a new Shift Status Report, with Shift and Work Bank tracking tables.

Added a ‘Recur Days’ column to the Recurring Tasks table.

Users can now create and view their own Holidays on the User Profile.

Fixed ‘Auto Clock Out Timesheets’ setting incorrectly overriding the timesheet when there is an unsynced clock out.

Fixed an issue where searching ID columns when filtering wouldn’t work sometimes.

Fixed subpages not showing correctly when the sidebar is collapsed.

Added Depot, Task, and Shift Details to the Incidents table.

Added a toggle to allow including the Media Library when printing a Task.

Added a feature to allow tagging Users, Assets, Equipment, and Infrastructure Assets with scannable Asset Tags, including a public show page, management, index, auto-calculated taggable title, and sidebar display across all four entity types.

Asset Tags are now able to be created and associated with Users, Assets, Infrastructure Assets, and Equipment in the system.

Added Republic of Ireland as an option for bank holiday skipping on Recurring Task Templates, also changed to allow selecting multiple regions.

Added Task SLA columns to Bulk Assign Task Table and allowed filtering on those columns using the Filters Aside.

Added the ability to survey Equipment based on a selected Form Structure.

Added a ‘Bulk Update Department Status’ button on Task Forms.

Added the option for an Asset dropdown on Form Structures.

Fixed an issue where Shifts would have their requirements and forms duplicated after rescheduling.

Added the ability to survey Equipment.

Added the option for an asset dropdown on Forms.

You can now assign Asset tags to Infrastructure Assets via the Map.

Added the option to create a Task from the App (if the setting is enabled).

When converting a Work Bank item into a Shift, there is now always one Asset selected.

Fixed an issue where certain Work Bank items wouldn’t appear if they were in the same position geographically.

Group Work Bank pins with a spatial grid so the map renders.

Added a Vehicle Checks Report for showing Vehicle Checks and Raised Faults.

Added the ability to make a Task from the App.

Improved the Product Ledger to show Stock Returns when assignments are deleted and hide stale entries pointing to deleted records.

Changed the way that the scaling of the scheduler on the Shift Form handles changing the size of the window to prevent extremely thin timelines.

Disposal Form now lets you set the ‘Disposed At’ time alongside the date.

Fixed an issue where the Live Fleet Map could not load data.

Added Product Category to Equipment, allowing users to View, Edit, and Create categories directly on the Equipment Form.

Added a Depot option for the ‘Set Finance Department From’ Setting.

Added optional Company field to Private Sale Tasks, and show Customer Contact and Address Information consistently across Task, Invoice, and Quote Forms, Views, and Prints.

Added ‘Mark as Unbilled’ option to the Shift menu to prevent that Shift from appearing in the ‘No Earning Shifts’ report.

Added a new Form Action for creating flexible Fault Types.

Added ‘Overridden by’ column to Timesheets, to allow tracking which User made Override changes to a Timesheet.

Added ‘Sales Contact’ field to Private Sale Tasks.

Updated the ‘Further Information’ display order on Tasks.

Line Manager filters now only show users who are Line Managers or Secondary Line Managers.

Added a check to prevent Engineers from accidentally moving the Task to the incorrect Department if the Task had already been moved prior to completing a Disposal.

Fixed an issue where Intracompany Shift Earnings weren’t included in the Stat Boxes on the Task Show page.

Fixed an issue where the Earnings Column on the Shifts & Work Bank ‘See More’ Table wasn’t appearing.

Fixed an issue where using the ‘Reassign Resources’ option on a Shift would fail to recalculate the Crew assigned to that Shift, making it look like it hadn’t been reassigned correctly.

Fixed an issue when creating a Venue would sometimes auto-generate the Title incorrectly.

Fixed race condition where revenue could relate to multiple Invoice lines.

Improved the Asset Disposal report, adding Stat Boxes, Collected By column, Add Disposal Button, and Filters.

Updated Forms to include Completed By/At Tracking.

Updated Forms & Disposals to include Disposed By/At and Collected By/At on Disposals and Collections, with updated views and Waste Transfer Note prints.

Added Earning Date and Account Type columns to Payment Application line tables and CSV exports, and widened the Payment Application Layout to reduce column truncation.

Added a setting to auto-mark Files as Publicly Visible for clients.

Added a Shift Form Crew Lookup setting.

Added a setting for HR Period Start Date.

The Timesheet Approval Setting now also determines if the Approval Status of Timesheets appears on the App.

Fixed an issue where updating a Home Venue on a User didn’t save correctly, and would revert back.

Improved the ‘Reset Table Filters’ link, so it now correctly clears both filters and sorting when a table fails to load.

Fixed an error that would occur when trying to download Document Files on the app that have been deleted.

Reverted the Asset Mileage Report to use the old method of collecting data if the Tracker being used doesn’t support the new method.

Profile pictures are now automatically cropped to a square if the original image is not square.

Added a direction flag to PO Numbers, to separate incoming (Order Spend) from outgoing (Revenue Earnings), with automatic budget deduction on Order submissions and per-product spending breakdown.

Added ‘Disposed By’ field to Disposals, allowing the User to be recorded when Creating or Editing a Disposal.

Added a setting to block Engineers from accessing Teamleaf on the web.

Added ISO Week to Timesheets.

Timesheets now have public times.

When Assets, Tasks, Depots, Users, or Infrastructure Assets are deleted or retired, Users are now warned, Active Product requests are automatically cancelled, Equipment Usages are ended, and Cancelled Requests are locked.

Improved performance of routing crews when moving shifts on the Scheduler.

Fixed a bug where Order Line Totals and Quantity Pending wasn’t calculated on Create and Update.

Fixed an issue where Bulk Assignment didn’t work properly for Night Shifts.

Fixed an issue where Bulk Creating Work Bank Shifts didn’t attach the Task’s Infrastructure Asset.

Added back the missing ‘Create Surveys’ toggle from previous versions.

Fixed Assignment Group Templates showing on the Asset Retirement Form even if they were inactive.

Fixed Clicking on Incomplete Shifts to view them.

Fixed a bug where occasionally you would get an infinite Loading Bar on the Template Tab of Scheduler Settings.

Fixed an issue where switching Scheduler Template quickly would cause a Template’s Resources to be overwritten by another Template.

Fixed Original Form Structure ID column on the Form Structures table showing as a tick or cross instead of a number.

Fixed an issue with Notifications Link that sometimes wouldn’t work when using Teamleaf on Safari.

Improved overall compatibility for the Sidebar Notification and Profile Menus, so they open reliably when using Teamleaf on Safari.

Added the ability to update timesheet times when client config allows.

Timesheets now show the additional questions asked on clock in and out.

Timesheets now show whether they have been approved.

Added a new role of Timesheet Manager.

Added Customer Times Option to HR Forms, Added Times to the Preset Labels.

Added SKU column to Order Prints.

Added SLA target columns to the Bulk Assign Table.

Travel Times are now rounded to the nearest minute when AI Optimising to prevent gaps between shifts.

When clicking a shift on the Scheduler, it now takes you directly to the Day summary and scrolls to the clicked Shift.

Added TOILs to the Scheduler.

Added the assignee’s name to events on the Scheduler to prevent confusion about who the event is assigned to when shown on Crews.

Timesheet tracking can now be toggled on or off for Users.

Various bug fixes for Expense, Quote, and Rate Form VAT Handling.

Fixed an issue where Shifts aren’t viewable when a Crew’s Asset is hidden.

Fixed an issue that would occasionally cause Shifts to be duplicated when looking at the Scheduler.

Fixed an issue when attempting to delete a Survey from the app.

Fixed an issue where some Shifts were having their durations polarity flipped because of a package update, turning them negative, which then cascaded into other Scheduling issues.

Added additional guards for negative durations as a result of Bulk Assign routing/optimisation.

Fixed Asset and User Qualifications not being displayed on the Scheduler correctly.

Fixed an issue on the Shift form when changing the Date would cause the Shift to disappear from your pointer.

Fixed an issue where hovering on the Scheduler day’s performance, sometimes wouldn’t let you optimise the day.

Fixed an issue where tables were not removing custom client columns out of the table if they were excluded in your table settings.

Stopped all Shifts being marked as complete when marking a single Shift as complete.

Added an improved Document show page – files are now displayed inline instead of needing to download them, creation and update information is now shown, and live refresh is triggered after edits are made.

Added an improved Timesheet Aside map.

Added a ‘Link’ option to the Quote and Template builder.

Added the ability to allow a video response type on Forms & Form Structures.

Added Live Asset Locations back to the Scheduler Day View map.

The ‘Edit Resources’ button is now disabled on Suspended Shifts.

Improved Companies Table to allow filtering and exporting attached Depots.

Added a new setting to email specific recipients when timesheets are overdue.

Added horizontal scrolling to the Quote Line Table in the Quote Builder to improve the experience on a smaller screen.

Sending a Shift back to the Work Bank now clears the travel and site times if they were set, and resets the duration back to the duration for its Work Type.

Updating a Work Type’s duration now sets the duration of Work Bank Shifts using that Work Type to the new duration.

‘Shifts & Work Bank’ Tables now always show both Shifts and Work Bank Shifts – previously only regular Shifts would be shown.

Added Return Location Selection when unallocating a Stock Assignment.

Changed Asset Depot locking scope so that Assets with no ownerships are still included in queries – this means the ‘/unowned-assets’ page now doesn’t show up as blank.

The Asset Retirement form now excludes checking for Shifts on Deleted Tasks, and Recurring Shift Templates on Inactive Recurring Task Templates.

The Recurring Shift Form now resets the date fields and duration when toggling between Shift and Work Bank mode, to prevent extremely long durations.

Fixed an issue where the Scheduler would allow clicking through various menu elements to the timelines behind them, causing you to schedule a shift in the wrong place.

Added improvements to map performance and the rendering of markers and routes.

Fixed performance issues with the Scheduler by using more computed values and reducing the amount of rendered elements on the Shift Form.

Fixed an issue with clicking to view Incomplete Shifts.

Fixed an issue with Earnings not being converted from “Projected Earnings” to real “Earnings” correctly when Bulk Assigning Work Bank Shifts, which then prevented saving.

Fixed an issue where ‘See More’ links were not showing correctly on List Tables.

Added a new Live View Asset Map.

Added the Ability to Audit Timesheets.

The Shift Form scheduler can now be re-ordered to show crews closest to the proposed Shift.

Improved the Task Table detail box stat accuracy by aligning backend queries with frontend filter logic.

Removed the Task Work Type filter when searching for Rates.

Added Product Group support to the order form product picker, allowing selection of individual products or product groups (which expand into their constituent products) with styled section headers.

Added suppliers and supplier SKU columns to the Low Stock and Stock Levels Reports, with filtering support.

Added “Add Comment to Task (App Hidden)” to Form Actions on Form Structures.

Added a search box to the Timesheet and Depot Timesheet Reports.

Enable Tag Filtering and Sorting on the Documents Table.

Made all available columns on the Breakdown Reports filterable and sortable.

Migrated Costs and Companies Reports to upgraded table package.

Improved Companies Report Performance with efficient grouped queries.

Related forms are now viewable when viewing a Timesheet.

You can now send a CSV of invoice data to Companies and choose which columns per Company to send.

Fixed an issue where dropdowns were not being clicked correctly on the Scheduler page.

Fixed an issue where Client Users had a popup asking for their account to have a depot added when depot locking was on.

Fixed an issue where depot locking could cause issues when creating Assets.

The correct Depot logo is now always shown on the Waste Transfer Note.

Added a yes / no question answer to form structures.

Changed the order of logging into a job and doing the the required vehicle check. You can now change your crew before the required vehicle check.

All clock in / out questions are now defaulted to ‘no’.

Fixed a bug that would cause the clock in form structure to not appear if all the clock in settings were off.

Added a new Timesheet Report.

Added equipment meter reading utilisation metrics.

Added new fields to equipment to enable integrations with standpipes flow.

Added fields for electric vehicles to the system.

Users can now submit waste collections in gallons.

Rate inputs now order their results by how closely they match the task you are adding the earning to.

When companies are deleted, their related venues are now also automatically deleted.

Fixed a bug with Weight Assignment on the CreateCollection action.

Fixed an issue on the scheduler where if you move a shift to the left of the scheduler and attempt to place the shift, it would error.

Fixed Custom Time Periods on Shift Templates.

Work Bank Duration is now explicit and not set based on the ‘Time Period’ field, which is only to show the period of time that it should be completed within.

Work Bank Templates now have a duration field that is set to the work type duration.

Added Subtotal and VAT columns to Invoice tables.

Added Task ID to Invoice lines and updated the table layout for better clarity.

Improved the layout of Invoice documents.

Added ownership fields to the Asset form.

Added separate User and Asset unavailability pages with filtered tables and sidebar links.

When Quote Address is present, the postcode is now prevented from being displayed in duplicate.

Fixed a bug with the Project chart.

Added an improved Manager Dashboard report block, to support date range filtering, with aggregated metrics, preceding period trend badges, smoothed App usage chart, and tasks without shifts count.

Added product category types with Equipment/Stock distinction, split sidebar categories, and update product form field ordering.

Task Document Emails are now sent to the Task Company Emails instead of the Task Venue’s Company Emails if the venue does not have explicit notifications settings set.

The Task Template Form now prefills Task Type when Default is set on a Depot like on the Task Form.

When archiving a task, the system will now add a comment to the Task if rules determine it cannot be moved to archive.

Fixed Holidays being visible to other depots despite depot locking.

Added Task Detail box click-to-filter functionality, with active state highlighting, and toggle support.

Added a Print Order summary feature, allowing users to generate and print a PDF summary of an order.

Added the ability to add Files to PO numbers via the Task Form.

Deleted User Qualifications can now be viewed, along with any Files that were attached to them.

Emails now use the same logo lookup that prints do.

The Recurring Tasks page now shows rows in your depots like the Tasks page does.

Task Media Downloads now handle duplicate File Names.

Updated the layout in print documents to improve things like logo format.

PO Numbers can now be filtered by Company on the Task Form.

Fixed an issue that occurred when running exports when depot locking is enabled.

Added a Tag, allowing Shifts to be tagged as ‘Unable to gain access’.

Depots can now have a default Task Type, allowing the Task Form to be filled automatically.

Updated publish Task show page, adding new columns to the client task table.

When accessing rates on a Task, if a region is not already set on a Task, it is set automatically depending on the Depot region.

Fixed a bug where manually completing a Shift set the Shift completed time to the end date of the Shift.

Fixed Recurring Shifts not running the required actions to appear on the Scheduler correctly.

Fixed saving Depots to a user account when Depot locking is on.

Fixed Depot locking on Task Templates.

Added an improved PO Number show page, featuring spending breakdown, financial alerts, status badge, depot/venue subtitle, earnings/tasks reorder, used/remaining columns, and correct table filters.

Added the ability to limit users to editing tasks only within their department.

Improved Task Sign-Off flow to prevent tasks with incomplete shifts or work bank items from moving to checking prematurely.

Added stock level columns, low stock report, order from stock levels, and order status email alerts.

Added a column to the resource checks table to show if the asset has passed.

Added a new setting that allows you to lock a task when it is moved into archive.

Added the ability to make orders from the stock levels table.

Companies can now have surcharges added to them.

User depots are now synced automatically from ownership changes and new ownership setup.

Venue selection is now restricted by type for disposals and tasks.

Improved Disposal and Collection forms with better field grouping, icons, and asset-linked collection filtering.

Added a dedicated Disposed Collections page.

Added collection count tracking on the Disposals Table.

Updated Bulk Assign page design and performance to make it easier and faster to schedule.

Added Finance Display reference column to Invoice Report table.

Fixed Account Type field not showing on Work Bank Earning Form.

Fixed assigning Regions to a User.

Fixed suggested earnings not filtering on Region.

Upgraded the camera page to have more options and a better layout.

Added the ability to create a disposal from the main dashboard page.

Improved the performance of user and vehicle list pages when self-assigning work.

Renamed Task Instructions to Work Bank to be more inline with the terminology on Teamleaf.

Fixed an issue when selecting a disposal site, it would sometimes appear as closed, even when it was open.

Surcharges can now be set to all Account Types.

Fixed an issue where the parent company wasn’t used when auto-setting Invoice and Payment Application companies on Task update.

Fixed validation on Work Bank Form for earliest Start Date and Due Date.

SIC Codes and EWC Codes are now maintained when editing a Task.

Added a Surcharge column to Invoice Reports with filtering support.

Added the ability to add Tasks directly from Company and Venue pages.

Added better media organisation, with per-shift subfolders for on-site files.

Added an improved file details panel with related records.

Enhanced the Daily Assigned report with Resource Check status, Crew Details, Day Times, Travel Duration, Department, and Shift Status badges per shift.

Added Surcharges to Invoices where applicable.

Added custom file naming templates on Form File questions.

The Holiday Form now allows you to add Holidays for Users that aren’t Employees.

Rates now require Regions if there is more than one in the system.

Updated the Media Download aside for Tasks.

Added ‘Next Shift Date’ to the Client Task table view.

Permitted Users can now view and edit hidden Users, Companies, Venues, and Retired Assets more consistently across Teamleaf.

Added Finance Reference field to the Company Form.

When a Venue is selected, Site Contact, SIC Code, and EWC Codes are now automatically populated on the Task Form.

Improved form printouts by adding time field support and restoring top-level HTML output for test prints.

Phone number fields on the Task Form are now optional for all Contact Types.

The Employee, Client, and Customer index pages now pre-select the appropriate user type when adding a new user.

Region Badge is now shown on the Company Select in the Venue Form.

Editing a Revenue that is locked by it’s rate now doesn’t allow edits to the revenue.

Fixed an error that something occurred when updating EWC Codes.

Work Bank Rate Templates now use the correct dates.

Added cost, earning, individual earning, and combined earning reference columns to task, assignment group, and infrastructure asset report builders.

Hidden Companies are now shown with a grey alert like hidden users are.

Optimised the Daily Assigned Report.

Show region badge on company select in venue form.

Duplicate company rates will only duplicate rates now and not try to retire existing rates.

Fixed issue where tasks with retired shift templates could not be deleted.

Fixed menu items being disabled but still clickable.

Updating a Task’s company now updates Payment Application Company when editing the Payment Application.

Editing a Revenue that is locked by its rate now doesn’t allow edits to the revenue.

Rate lookups on earning forms to use times, dates and days of the week correctly.

Added a setting to show all applicable rates for suggested earnings.

Added a finance references table for improved data lookup when communicating with finance services.

Added support for tracking categories with Xero.

Form Structures can now be limited by Work Type when choosing to add a Form to a Shift

Fixed issue where Task Templates wouldn’t relate to their work package’s project.

Fixed validation logic for Holidays when dealing with starting on the same day as the HR period.

Fixed connecting to the correct Xero tenant depending on their region.

Added Recur interval to the Recurring Task Table, and made the table Exportable.

Added ‘Select All’ button to User and Asset type inputs on the Resource Check Type Form.

Changed Quote Line Dropdown to become a text field after selecting an item, so the Title can be edited.

Improved the payment due date preview on the Company Form to display correctly when editing payment terms.

Qualifications now display in most recent order, and show the year alongside the achievement date.

The Rates table now supports filtering by start time, end time, start date, and end date. Also added options to filter by exact value, before, after, or between a range.

Records with non-standard phone number imported from external services can now be edited without phone format errors.

Tag column filters now match other table filters with tooltips added for options which are truncated.

Updated the Equipment Form with more friendly UI.

Added a Costs & Earnings table to PO number pages for linked revenue records.

Added relation field to PO Numbers allowing you to link them to Vehicles, Users and Tasks.

New setting to limit public contact creation to task company and when a public contact is created inline we set the task company on the new user.

Archived Asset/User qualifications can now be accessed via a dedicated list page.

Added a “Recurring Tasks” section to Work Package and Project pages, showing associated task templates.

Timesheet rounding now writes to override dates to preserve actual clock-in/out times, with a new override type indicator (manual/rounded) visible across timesheet views and the timesheets table, plus improved performance on the depot timesheet report.

The Task Duplication form now includes a SIC Code field, allowing it to be carried over or set when duplicating a task.

Tags are now cleared on duplication, and duplicated tasks track their source task.

Made Teamleaf University link client specific.

Fixed a bug that would stop payment applications being converted to invoices.

Fixed an issue where some task tags were not appearing even though they had been added to the task.

Fixed issue logging data from Xero Webhooks.

Added a new ‘view camera roll’ or ‘media gallery’ button when selecting a file.

Added the ability to force a vehicle scan before starting a vehicle check.

Added the ability to list equipment usages attached to the infrastructure asset on a job.

Added the ability to mark orders as delivered.

Added the ability to view timesheets from the list.

Clockout questions can now be controlled by settings.

Replaced the dropdown inputs with buttons if there are only two options on a form.

Updated the timesheet clock in & out questions to be powered by form structures.

Connection to Sage Business Cloud is now supported.

Added a smarter Quote Builder item search and recipient block, meaning you can now quickly reuse previous quote lines, choose existing recipients, or enter custom recipients for more easily.

Added a new ‘Reference Fields’ block to the Quote Builder.

Added a setting that allows users to toggle the logout questions on the Teamleaf App.

Added a setting that allows costs to be created with earnings if the rate has both amounts.

Added a setting that allows product rates to be accessed via the earning forms.

Added a setting that blocks creating shifts on tasks for unapproved companies.

Added a setting to block sending invoices to finance services.

Updated several reports to now be exportable – Asset Daily Report, Asset Target Report, Holiday Adjustment Report, Leavers Report, No Earning Shift Report, Product Category Report, Shift Completion Report, and Weekly Whereabout Report.

Added Disposal Site Column and renamed ‘PO Number’ to ‘Task PO Number’ across all breakdown report tables.

Added ‘Set venue location’ form action to change the location of a venue from a form.

Task Contributors can now be set on tasks in bulk.

Depot selectors on qualification matricies now automatically filter to show only your assigned depots, along with other general improvements to the qualification pages and matricies.

Improved quote performance and added locking when quotes are approved or declined.

Rates now know which finance install to be sent to based on Regions.

Fixed VAT handling when updating a quote.

Fixed Force Complete on a Shift.

Fixed What3Words geocoding on the Task Form.

Improved holiday allowance calculations and balance display on user profiles.

Improved handling of archiving companies from Xero.

Fixed select search inputs blocking forms saying they were loading.

Added Credit Breakdown Data for Companies. The Company Finance page now shows this data.

Added a setting to disable Customer Notifications.

Added a Shift Status column to the Contracted Hours Report.

Added Xero Invoice Payment Detection via Webhook.

Added the Day of the week to the Scheduler’s header section when below a certain page width.

Disposal Files can now be downloaded consistently.

Fixed UTF8 Encoding issue when importing companies from Xero.

Added a setting top toggle vehicle checks being created ahead of time.

Added integration for Intuit Quickbooks.

Collections can now be created from the Task Show page.

VAT types can now be created and used across revenue forms.

Added the ability to mark products on a task as picked for delivery.

Redesigned settings for App shifts, and added settings for App notifications.

Fixed an issue where automated shift costs may not update on complete in certain scenarios.

Added Regions, which allow depots to be grouped by region.

Added settings to improve scheduling by region.

Added a new setting for retrieving emails for tasks.

Added integration for AccountsIQ.

Added ‘Limit Data to Depots’ setting, this means certain roles can only view data relating to their depot.

Added a faster way of assigning depots to a user.

Users can now be added to tasks as Task Contributors.

Clarified the difference between training provider, and provider company on qualifications.

Documents can now have depots added to them.

The ‘Add Comment to Task Form’ action, can now make App Hidden comments.

Fixed an issue where the ‘Import Companies from Finance’ button would sometimes not appear.

Fixed an issue where the ‘Show on App’ feature for documents wasn’t respected on the App.

Fixed an issue where table filters would render below asides.

Fixed the Timesheet and Rotas Calendar on the user profile not showing timesheets in certain scenarios.

Fixed Work Instructions formatting on the Task Show page.

Stopped a loader continually spinning after exporting timesheets.

Stopped the notification appearing when loading the ‘Employee Services’ setting group.

Added a new ‘Duplicate Task’ modal with new edit fields.

New Infrastructure Asset fields are editable from the web.

Updated keyboard shortcuts to work better for Mac users.

Added support for pasting phone numbers on Mac.

Fixed an issue where in certain instances timesheet rounding wasn’t being applied correctly.

Added a Support page which links to useful Teamleaf resources.

Added Satellite and Fullscreen maps.

Added a setting to customise Shift Forms.

Added “Invoice Parent Company” setting.

Added a Default Task Status setting.

Added a setting to add product costs to task costs when assigned.

Added the ability to survey an infrastructure asset from its page on the app.

Updated dropdowns with better labels and improved dark mode styles.

Fixed an issue where the home venue select wouldn’t update when editing a user.

Fixed issue where First Attendance Completed At SLA would not be set when a shift was completed.

Fixed issue where many shifts in a day would auto scroll the shift aside until collapses were out of view.

Fixed issue where user could be marked as a leaver despite being the starting point of a vehicle.

Fixed scheduler cells remaining locked when attempting to delete a shift that has been logged in to.

Fixed the form structure form hiding buttons when validation errors were visible on a smaller screen.

Added a setting for prefixing PO numbers.

Added email notification settings for Product Requests.

Added a new show page for Product Requests.

Collapses on the shift form can now be customised. They can be rearranged, removed, or automatically opened.

Fixed an issue where Companies imported from Xero include non-numeric characters.

Fixed a bug that caused Greater than or Equal to Question criteria to not work on certain form structures.

Fixed issue where sometimes clicking a Recurring Shift on a Task wouldn’t open the aside.

Fixed company telephone number validation when creating Tasks.

Resolved an issue with the Daily Report when a Shift was active on a deleted Task.

Added a new setting where you can decide whether to show Task Tags on a Shift.

Added User Leaver Validation aside, also added Asset Retirement Validation aside.

Added Work Package To Dos section.

Scheduler Cell Menu redesigned.

Added “T20 – EU Reverse Charge” VAT code.

Added setting to control how Teamleaf can auto generate a task title on the task form.

Indented and added background for Internal Forms to make it clearer which fields are for which.

Fix issue where the update venue form would move the venue to the postcode’s GEOM and not stay where the W3W are.

Fixed an issue where task request table would sometimes not show.

Fixed broken link when viewing a product category from an order aside.

Fixed Rate Search not filtering correctly on the Projected Earnings Form.

Task titles no longer support commas and commas will be replaced with spaces.

Introduced PO number character limit settings.

Rate amounts can now be auto calculated when creating earnings. For example, you can have a rate that links to fuel prices to create earnings with accurate fuel prices.

Fixed invoice alert notification.

Fixed issue where companies imported from finance have incorrectly formatted phone numbers and stop tasks from being saved.

Fixed issue where integer settings were being saved as strings.

Fixed issue where the site would flash from light to dark mode.

Fixed Crew Badges overflowing when there is not enough space to show all users.

Fixed Task Venue titles with incorrect postcodes eg. A AB AB1 AB12…

Added Workflow Form to simplify the creation and management of Task Types.

Added a new setting to toggle remote clocking in on the app.

Added Companies Awaiting Approval Table.

Added Minimum Snapping Interval and Travel Time Rounding to Scheduler.

Timesheets can now be rounded, this defaults to off but can be defined in your settings.

Allow companies to be created when updating a task.

Added Task ID to the Shift Register.

SLA date handling is more accurate.

Company Create and Edit Waste Carrier Reference Expiry Date Validation.

Ensure quantity is retained when updating revenue.

Fixed inconsistency between shift view and day view travel times.

Fixed issue with holiday, absence, unavailability, toil form where certain options would create invalid dates.

Added improved Invoice show page

Added an Invoice Footer content setting

Fixed issue where Scheduler map would occasionally use users & assets from an older setting.

Added Allowed and Restricted Work Types on Asset Types to filter rows on the Shift Form.

Added Dragging between Allowed and Restricted Work Type Lists on the Asset Type Form.

Added fuel card number to assets.

Catchment areas have been added. These are areas that determine the cost centre of a task using either postcodes as a csv or polygons.

Nominal codes can now be retrieved from task types or account types. This can be decided in settings.

Private sale tasks can now be disabled in settings.

Revenue Forms now hide fields in favour of selecting a Rate, with a “Create Manually” Button to override.

Viewing files has been improved with previews available for extra file types. Images can now be panned and zoomed inside the gallery.

When viewing a shift you can now mark it as missed.

Fix issue where scheduler would listen to all crews for live updates.

Fixed an issue on task create form where creating a public contact could cause form not to save correctly.

Fixed issue where sales contact was required for private sale tasks.

Telephone inputs now support international numbers.

Add default Country setting, this is used to default the dial code for the phone input.

Venues can now be linked to Companies on the Task Form. This can be enabled via your settings.

Contacts, Sales Contacts, and Site Contacts can now be created when updating a Task.

Fixed public pages not displaying on smaller devices.

Fixed timesheet view intermittently hiding the map.

Fixed payment applications appearing locked after editing them.

Add depot to PO numbers for better filtering.

Added Bulk Delete option to the Task Shifts Sub Page Table.

Allow depot logos to be added and used on prints.

Report on earning/cost totals per account type in the report suite.

When invoices linked to payment applications are deleted, their payment application is unlocked and able to be invoiced again.

Add Work Instructions to some client’s Task Summary Print.

Fixed a bug where comment files would not appear on the app when the comment was set to.

Fixed an issue where a user called schedule a shift with an earning without defining VAT.

Fixed an issue where additional shift requirements would be restored when restoring a deleted shift.

Fixed issue on advanced quote form when using the ex vat quote line block/quote line block and the title/quantity/unit amount not handling keyboard input correctly.

Fixed issue where a deleted work type would cause scheduling problems for the day.

Fixed issue where safari would cause map on bulk assign to render the zoom level incorrectly.

Fixed Task Shift Form not re-adding travel time when editing shifts.

Fixed the account type clearing when selecting a legacy rate on earning forms.

Fixed the map thinking you were viewing night shifts when clients have night shifts disabled.

Limit payment application form to customers only.

Task show add tag dropdown will load all tags.

When engineers log into a shift stating they are on a different vehicle the scheduler is updated to show the correct asset.

Add Allow Task Creation For Any Company & Venue Combination setting.

Added an alert to show how a setting is being used.

Clicking a resource row on the scheduler now brings in an empty aside.

Create a product with a cost unit amount and a rate will automatically be created for that product.

Scheduler Events will now snap to a selected interval.

Teamleaf now adds a comment to a task when it cannot be automatically moved to archive.

Waste transfer note notifications can now be controlled via settings.

Fixed an issue where certain forms wouldn’t print due to missing files.

Fixed an issue where shifts would get the wrong status after being abandoned.

Fixed an issue where the invoice form didn’t automatically select a PO Number from the task.

Fixed scrolling on user qualifications table.

Fixed the crew modal when there are a large number of results.

Now able to add a reason for adjusting stock.

Added Links to Bulk Assign Task Table to go to Task show pages.

Allow Incident notification user IDs to be set in settings.

Viewing an asset ownership will show its department in the aside.

Improved drawing on the Bulk Assign map.

When creating an Asset you can now set the initial mileage.

When creating an Asset you can now set the department for the ownership when it’s assignable.

Expense form will select VAT correctly on edit.

Fixed Global Optimise when Bulk Assigning shifts via the form.

Fixed an issue where extra suggested earnings were appearing when making a shift.

Fixed contacts being created as employees on the recurring task form.

Fixed events on the scheduler overlapping with the resources in block mode.

Fixed issue where table wouldn’t respect ordering for certain columns.

Fixed map zooming when bulk assigning.

Fixed resource check view map.

Fixed a bug that caused shifts to not update if they had invoiced earnings on them.

Fixed a bug that caused the archive department to not appear correctly when archiving a task.

Fixed an issue where the finance reference wasn’t showing correctly on an invoice.

Fixed an issue with table filter searching for certain tables.

Fixed company create option appearing on task form when setting should have disabled it.

Fixed issue where due date was being set on credit notes being sent to Xero despite not being supported.

Added a new form action that allows engineers to reschedule a job.

Added a new setting that allows you to complete a shift that hasn’t been fully completed.

Added a task table to the work package finance page.

Added an extra config option to move a task when all shifts are complete.

Added new “Custom” Recur Interval and “Weekdays Only” toggle to Recurring Templates.

Added Overnight and Task ID to the Contracted Hours Report.

Added shift Tags to the task show list of shifts.

Allow indefinite rates.

Added Task Type when viewing a Rate.

Client application form for tasks will be passed task information when creating.

Ensured the rate table listed out the correct columns.

Fixed filters which flowed off the outstanding consolidated tasks page.

Fixed validation on bulk moving departments on table action.

Fixed work flow form questions appearing multiple times for conditions when multiple work types share the same forms.

Fixed an issue where a recuring task would lose it’s tags when published if there were also EWC codes attached.

Fixed due date not updating when the invoice date was changed on the invoice form.

Fixed issue with unit amount and quantity inputs on advanced quote form being a bit jumbled.

Fixed loads of issues with Task Templates.

Fixed SeInput so that given a type of “number” it will return numbers not a string, Also fixed min prop not being respected at all.

Fixed sorting the date on the contracted hours report.

Fixed updating payment applications to set PO numbers.

Stopped a queued job from firing and failing when creating a work bank item.

Added user based earnings setting.

Added company approval flow. This can be added in settings alongside a setting for sending emails to notify users of Companies that need approval.

Added company setting group.

Added product select as a new option on Form Structures.

Added Shopify integration to automatically create tasks when orders are created.

Company inputs now search for new entries simultaneously using Company House.

Improved rate and account type selection on earning forms.

Products & Stock Equipment can now be allocated to a physical location.

Products can now be allocated to a task from the App via a new Shift.

Select inputs are now truncated and include tooltips if width is exceeded.

Shift form now has a setting to change the default date used on create.

Site inputs show existing and new data from our geolocator service as well as a new create option.

Task table has infrastructure asset column as an option.

Fault show will now reshow an Asset/User badge for the checked resource.

Fixed issue with outstanding consolidated tasks table and sorting.

Fixed Plant Transport Dashboard resource check table to support users.

Fixed Venue title setting incorrectly when typing postcode on Task Form.

Fixed an issue where Work Bank edit would not save when users were empty in certain scenarios.

Fixed badge truncation issue.

Fixed issue filtering disposed at on disposals table.

Fixed the timeline on the asset activity page.

Fixed dashboard map to show data that aligns with other dashboard blocks.

Fixed empty marker label when a crew’s starting point was a user.

Fixed error when fetching data for shift form.

Fixed issue where update task form fields would not populate.

Added a Payroll Adjustment aside view.

Added a What3Word column to the report suite.

Added a basic scan question type for form structures which will accept any barcode scanned.

Added both Dark and Light variations to Badges.

Added Extra Fields to the Payroll Pages; allowing you to view if engineers have declared a lunchbreak.

Bulk Payroll Adjustment Form & Payroll Preview Additions.

Can now view file location and expand files on Task and form prints.

Load routes faster when viewing a crew summary.

Updated the manhole plotter diagram to better fit the STC-25 standard.

When changing modes during bulk assign a warning modal appears to reduce losing unsaved changes.

You can now duplicate rates from one Company to another Company.

Added “in the past” background to make it clearer you can’t drop an event into the past on the Scheduler.

Added new Crew Title Section Badges to Collapse modes on the Scheduler.

Added required where needed on employment contract from.

Amended adjustments and adjustment summaries to show correct data.

Search for up to 5000 results on job compliance report.

Fixed formatting for comments in view asides, Emoji picker also gets placed to the left if there is not enough space on the right.

Fixed hidden “Sign Off” button on smaller screens when viewing a task.

Fixed keyboard navigation when viewing file form questions.

Fixed Shift not appearing on the Assignment Group Form.

Fixed VAT being set incorrectly on revenues generated from shift templates.

Improved validation when creating a Timesheet.

Invoice date on Invoices table is now filterable.

Lock Payroll Adjustments if they have been used to generate a Payroll.

Make Users required on Payroll Adjustments.

Prevent loading spinner being stuck in loading.

Prevented files from making unnecessary data loads.

Removed HR fields from user form and updated the user HR form to use correct field visually.

Fixed Row filtering to work with the new Resources Section on the Scheduler.

Fixed Shaded Background for the past not showing if the now line wasn’t on screen on the Scheduler.

Removed parity between Scheduler Settings Aside resources and Add New Crew Modal resources on the Scheduler.

Task Form Task Type now reloads on Depot change correctly.

Added Task URL column to Report Suite.

Added the ability to edit on fatigue questions within Timesheets.

Added Workshop Settings.

Improved Settings page.

Selected options now appear at the top of the options of a Select field to allow for easier deselecting.

Badges now truncate and show a tooltip if needed.

Fix Venue select being too short for cluster modal.

Fixed an issue where the Tasks & Shifts page on Venues would not load.

Fixed an issue with table filters when switching from a between filter to a different filter will revert to a single date.

Fixed marker colours resetting when clicking a marker on map inputs that only allow you to select one marker.

Fixed Task Form and Task Template Form task types not reloading and filtering correctly when the depot is changed.

Improved the loading page when fetching settings.

Selected clusters keep their style after zooming on a map.

Table column filters can change the type again; this allows for different filters such as date between.

Task Form Task Types are now limited to Depot Task Types.

Updated Task Template Form to match the new Task Type Filtering from the Task Form.

When importing infrastructure assets and the row already exists, we will now regenerate the reference as it may have changed.

Invoice Finance Meta links are now clickable links in the Invoice View Aside.

Added Finance Breakdown to Task Show Page and tweaked some other related things.

Updated the Permission Denied page to be consistent with Teamleaf visually.

Added Orange, Teal and Pink to Teamleaf Colours.

Fixed background colour issue where selecting a month on date pickers for windows was incorrect.

Fixed background colour issue where selecting a month on date pickers for windows was incorrect.

Fixed an issue where a negative finance breakdown would show the wrong symbol when viewing a shift.

Added additional tracking to the public URLs.

Add modal to warn user about viewing new scheduler cell when rescheduling work.

Updated the notifications section to be more streamline and to include a count badge.

Add recurring shifts table to the shifts and work bank page on tasks.

Asset maintenances manage retired assets better when updating/deleting.

Added map to depot timesheets report.

Added a new hour option in working days setting.

Added default currency setting.

Added invoice sign off and auto submit settings.

Added the ability to skip weekends to get Mondays shifts on a Friday.

Clicking a detail box on a show page will take you to that section on the page.

Rates now have invoice title option and can be used to override a revenues title when invoicing, this can be enabled in settings.

Settings now live update for all users without having to refresh.

Fixed an issue where quote rates on quote builder were slow to load initially.

Fixed a loading issue with marking an asset as retired.

Fixed timesheet validation failing in specific valid scenarios.

Notifications were not opening PDFs correctly in some scenarios.

Fixed a recurring task form issue where site contact mobile and telephone were required. This is now either, not both.

Shift Earning form will now set earning date to the shift date.

Added validation for phone numbers on forms

Added a setting to enable/disable task duplication feature.

Added creator/updater to the quotes table

Task messages will now be created for tasks created via the API.

Added template dropdown to most tables for quicker access.

Added warning for invalid crew starting points on the scheduler.

Allow certain types of files (including POS and WTN) to be bulk downloaded via the company show page.

Added earning rates report

Assignment Group Form now opens on tomorrow instead of today.

Updated employment contract form design.

Disabled changing scheduler settings while the scheduler is saving to prevent further problems.

Updated bulk assign titles to better reflect the mode selected.

Updated scheduler collapse headings and the handling of new crew row.

Updated payroll preview buttons for consistency with the rest of the site.

Update payroll adjustment table design and minor form tweaks.

Updated design on scheduler and shift form for when the user has no resources/crews.

Shift status is now updateable on the shift view aside.

Payroll Adjustment form uses date instead of datetime.

Fixed issue with timesheet edit button not always opening the edit form.

Disabled selecting time on a date time picker field until a date has been selected.

Fixed columns not returning to table when switching back to default template.

Fixed reschedule day moving shifts to the wrong date due to Teamleaf day modes.

Fixed select all behaviour on tables.

Fixed task type form on update selecting all depots when saving.

Fixed timesheet form validation and removed Assets from the form.

Fixed venue input not updating options sometimes on the task form.

Various fixes for scheduler handling of collapse display mode.

Fixed issue with scheduler and skipping a month when view was set to month mode.

Fixed issue with scheduler colour dropdown being overlapped sometimes.

Fixed issue with scheduler resources sometimes disappearing on save in the settings aside.

Fixed issue with scheduler when removing a shift it was clearing work type which caused a prompt to appear when re-adding.

Fixed issue with scheduler and row filtering not working as expected.

Fixed issue with scheduler template aside sometimes not setting the current template correctly.

Fixed issue on shift form where removing shift where it would sometimes break.

University link added to the sidebar for accessing Teamleaf University for tutorials and Teamleaf training.

Deleting a finance connection now redirects you back to the connection list page.

Improved design for the document show page

Improved table settings for visible column handling

Updated homepage dashboard

Updated tables to have a template selector

Improved scheduler and shift form design when it has no resources shown.

Improved toggle button styling in dark mode.

Security updates

General fixes

Task type form now handles older style task types better.

Fixed routes on scheduler map

Fixed Settings page the theme toggle will now be set to your current theme.

Fixed issue where duplicate requirements could be generated on a shift.

Fixed issue where table templates columns not resetting when swapping to a different template