April 9th, 2025 – Release Notes

1. Additional Work Orders / Trips Filters

We’re excited to roll out a new set of filters designed to give you greater control and accuracy when reviewing your Service data across Work Orders and Trips pages.

Filtering Work Orders

• Sent and Received (Work Orders)
  Easily separate Work Orders created by your team vs. your clients.
• Scheduled Service
  Filter Work Orders generated from Scheduled Services, helping distinguish them from other intake sources.
• Source (CIWO / TIWO)
  Identify Work Orders initiated by Contractors (CIWO) or Team Members (TIWO), with support for both “Is” and “Is Not” filter conditions.
• Active Or Non-Active (Work Orders)
  Quickly view only Active or Inactive Work Orders to better focus on current workload.
  
  

Filtering Trips List

• Check In/Out Origin
  Filter Trips by Check In/Out method — whether done via mobile or adjusted through the web platform.
  
  

These new filters are available only in the updated version of the platform and can be accessed via the Pinned Filters dropdown on the filters bar.

2. Enhancement when Forwarding Payable Invoice(s) to Receivable Invoice(s) in Bulk with Markup / Margin 

We're excited to introduce an enhancement to Payable Forwarding within the new view of UtilizeCore. Forwarding a Payable is a simple concept; Services and Goods included on a Vendor Payable invoice will be 'Marked Up' associated to a newly generated Receivable invoice. Payable invoices can be forwarded individually or in bulk.

Here are some key details on how Forwarding AP --> AR works...

• Hierarchy of Markup application when forwarding a Payable is as follows...
  • Markup for Labor:
    • Does the Service have a listed Sell Rate?
      • If yes, include the Sell Rate with with NO Markup applied.
      • If no, Apply Markup.
  • Markup for Materials and Other
    
    • Does the Site have Material Markup?
      • If yes, include the Site's Material Rate and apply range Markup.
    • Does the Site have Material Rate?
      • If yes, include the Site Sell Rate with NO Markup.

• • • Does the Material Item have Sell Rate?
      • If yes, include the Sell Rate with NO Markup applied.

• • • Remaining Materials will be Marked up in accordance your input from Forwarding popup.

• Payables can only be forward when in an Approved status.
• A Payable cannot be forwarded if a related Receivable is already generated.

3. Other Improvements

• Bug Fixes