## Admin Portal: September 22, 2022

This week's update includes a few usability updates and bugfixes!

_Features_:

1. **Yardi Integration:** Enhanced Yardi integration with AppWork now pulls floor plan names, addresses, and square footage for each unit.
2. **Work Orders:** When a work order is closed, if the work order includes "Parts Pending," the system will mark those parts as "delivered." As a result, the Parts Pending report will be more accurate.
3. **AutoPay:** For clients using AppWork payments, you can now see when a resident has enabled AutoPay.

_Bugfixes:_

1. **Technicians:**
   When filtering technicians by a property group the correct technicians appear.
2. **Work Orders:**
   When a work order is closed, if the work order included “Parts Pending”, the system will mark those parts as “delivered.” As a result the Parts Pending report will be more accurate.
3. **Purchase Order:**
   You can now use dashes (-) in the search field.
4. **Daily Insights Report:**
   We removed decimal amounts from the saturation % from this report so that the number will be consistent with the work order saturation reports in the reports module.
5. **Make Ready Board:**
   When switching the property on the make ready board, the data showing on the “Archive” tab will persist.
6. **Yardi Integration:**
   When importing units from Yardi, AppWork pulls the correct number of units.

---

## Admin Portal: September 14, 2022

Get ready for our biggest release yet! We’ve been working hard to make AppWork better than ever. For those users accessing AppWork with their phones, we’ve made huge progress in our responsive implementation. Also, make sure to check out our all-new, fully responsive reports section. Experience maintenance reports like never before with the most user-friendly dashboard in the industry.

_New Features:_

1. **Reports Section!** View, generate, and export reports with a couple of taps. Reports include:

   - Aging Work Orders
   - Open Work Order Status
   - Make Ready Status
   - Completed Work Orders
   - Work Order Saturation
   - Work Order Category
   - Parts Pending
   - Work Order by Role
   - Canceled Work Orders

2. **Technician Management:**
   We’ve made it easier than ever to update technician information. Just edit and AppWork automatically saves your changes. You no longer need to use the save button! That’s why we gave it the boot.

3. **Vendor Management:**

   - New and updated vendor dashboard. Get the same incredible data and information for third-party vendors that you get for on-site technicians.
   - More vendor pages are mobile-friendly!

4. **Make Ready Board:**

   - Refreshed design for a better user experience.
   - Mobile friendly so you can easily update the board on the go.

5. **Daily Insights Report:**
   Updated design to give you better insights every day.

6. **Purchase Orders:**

   - New text message notifications for admins to review and approve POs.
   - Under-the-hood improvements to make the module more stable.

7. **Rental Applications:**
   New! AppWork will automatically send a reminder email to prospective residents if they have saved an application but have not completed it.

_BugFixes:_

1. **Work Order Creation:**
   When changing the work order priority the app won’t reset other fields

2. **Work Order Dashboard:**

   - When selecting “all” from the view item per page the app won’t generate a blank page
   - When exporting data from the canceled work order tab the downloaded file will display who canceled the order (vs “Unknown”).
   - You can once again un-assign work orders in bulk.

3. **Work Order Details:**

   - The print button within the popup now works.
   - When using “@mention” in the comments no longer generates an error.
   - When using “@resident” the printed pdf won’t show the special characters
   - The translation buttons have been fixed so that when the text is English it says translate in Spanish and vice versa.
   - The images from when a technician completes a work order now appear in the work order timeline.

4. **Technician Management:**

   - When creating a new technician the property selected will persist.
   - When the network API call fails you can handle the error on the front end.

5. **Vendor Management:**

   - When searching for a vendor the user interface on the screen remains functional.
   - When adding a new skill for a vendor the functionality now matches adding a new skill for a technician.
   - When filtering by property the modal will be fully displayed inside the viewport.
   - When clicking on the achievement graph the statistics update.

6. **Settings:**

   - When creating an account for Payscape there is no longer an error.
   - Requests for data from the API handling null data correctly.
   - When refreshing a saved application the data no longer resets.
   - When hovering over different entries in the list view the tooltip will now change.
   - When editing property information the input from all fields will persist, including the email address, website, and phone number.

7. **Letters Dashboard:**

   - Recurring letters appear in the dropdown menu
   - The resident list appears inside this module (the module can now fetch residents).
   - When saving a scheduled letter, the popup closes automatically.

Stay up-to-date on all of our new features and bugfixes!

New Features in September, 2022

## Major New Features

### Admin Portal

Get ready for a massive release that will impact your day-to-day operations significantly!

**Performance badges:** Create performance badges for your technicians to earn. Positive reinforcement and gamification boost morale and motivate technicians to improve. Company Admins can activate badges in Settings, under System Settings → Maintenance → Techs. With this feature, your techs will get positive reinforcement for completing work orders, getting high ratings, improved completion times, and no callbacks.

![A screenshot showing a couple of performance badges](https://strapiimages.s3.us-east-2.amazonaws.com/img_badges_0e6ec6a47e.png)

**Recurring work orders:** Start using AppWork for preventative maintenance. Does the pool need cleaning every week? You can create and assign a work order that automatically generates itself weekly. Save time by streamlining the creation of future work orders. Plus, we’ve added the ability to reopen canceled work orders individually and in bulk to save even more time.

**Make ready calendar view:** We’ve added a new calendar view for the make ready board! You can see the number of move-ins, move-outs, and work orders for each day of the month. See detailed information about each number with a click or tap. This new view provides quick insights into scheduling and workloads, improving turnover times.

![A screenshot showing the make ready calendar view](https://strapiimages.s3.us-east-2.amazonaws.com/img_calendar_view_c0f045e110.png)

**Improved responsiveness:** The entire work order section is fully responsive! Create and manage work orders on any device from anywhere you’re working. Check out our new mobile navigation. You can navigate through AppWork on a mobile device as easily as on a desktop. Also, we updated our log-in screen for mobile devices and made signing in easier than ever with Single Sign-On (SSO) using your Gmail or Microsoft account.

**Revamped Auto Assign:** We rehauled our Auto Assign feature enabling you to prioritize emergency work orders over regular work orders. Let AppWork assign work orders so you can focus on something else.

### Mobile Technician App

{{< lead >}}Welcome to version 3.0.0 of AppWork’s mobile app for maintenance technicians! We’ve updated the design for a better user experience and added a ton of new features. Technicians and supervisors working on multiple properties will enjoy a seamless user experience. They can view all of their work orders from every property with just one login.{{< /lead >}}

**Performance Badges:** We’ve added a badge screen for technicians. They can see received and pending badges. They can get to this screen using our updated mobile navigation that has three icons for “Badges,” “Home,” and “Settings.”

**Image Carousel:** Technicians can easily view all the images within the work order timeline.

**Completed Work Orders:** We’ve added a new tab on the home screen, enabling technicians to see their completed work orders in addition to their open work orders. This helps techs reference previous work orders when they’re working on-site, increasing overall efficiency.

![Screenshots from our mobile tech app](https://strapiimages.s3.us-east-2.amazonaws.com/img_completed_tasks_3cdfb82341.png)

## Additional New Features

### Admin Portal

#### Settings:

- You can give each maintenance category a personalized icon.
- We’ve moved Staff settings to our new setting interface (under Application Settings).
- We’ve also moved Property Group settings to the new interface.

#### Work Order Details:

- Additional information includes the floorplan name and unit size.
- Resident ratings and review comments appear in the work order timeline.
- Easily edit the work order category and priority from within the work order.
- When viewing the work order history, we updated the information on the completed work orders. You’ll see the completion date and the technician who did the work.

#### Make Ready:

- You can add as many units as you want when adding a new row to the make ready board.
- After marking a make ready row as completed, a timeline becomes available for that unit.
- See in each cell when a task is scheduled, assigned, completed, or has comments, and it can show all the information simultaneously.
- It’s easier to close popups and add notes (we’ve added a send button).
- We changed the “thumbs-up” icon to a checkmark for increased clarity.
- We’ve added a search field when assigning a make ready task. This field will search all techs and vendors assigned to that property.

#### Insight Reports:

- The average open duration is listed concisely and consistently in the number of days.
- We removed the make ready utilization percentage from the data shown on the report.
- We removed make ready information from the notes section.

#### Techs:

- You can activate the technician locator map in Settings, under System Settings → Maintenance → Techs. This feature allows you to track technician movement and makes it easier for technicians to service multiple properties.
- We’ve updated the filters on the top of the index page to make them easier to read.
- Within each technician’s profile there is a badge tab where you can see all the badges they earned and their progress on future badges.

#### Analytics:

- We’ve added a heatmap breaking down each unit and its number of open work orders. This feature will make it easier to identify problem units.

#### Reports:

- New report! View all open work orders by their status: Regular, Emergency, or Violation
- All reports with more than one row include a total at the bottom.
- The Parts Pending report has a summary and detail view. In the summary view, you can see the total number of parts pending for each property.
- The Parts Pending report provides more information inside the details option, including the unit number and the date when the tech requested the part.
- You can sort the Work Order Saturation report by the percentage column.
- The Canceled Work Order report has a detail and summary option. In the detail view, each canceled work order has a row with the following information: category, property, who canceled it, the date of cancelation, and the reason.
- In the Completed Work Order report, detailed view, you can click or tap on the row to see the work order details.

#### Vendors:

- When you assign work orders to a vendor, the tasks appear in their profile.
- We’ve updated the filters on the top of the index page to make them easier to read.

#### Rental Applications:

- We’ve updated the entire design for improved usability! The new design is fully responsive and easy to use on mobile devices.
- We’ve added an automated rental verification system to make onboarding easier than ever.
- Online rental applications autosave once prospective residents enter an email address. Applicants no longer need to hit the save button.
- We’ve removed unnecessary filters to simplify the page and make it easier to use.
- Applicants can view the rental terms and conditions on a separate webpage. Managers can save and share the URL, making it possible to embed it on other sites.

#### Purchase Orders:

- We’ve removed the option to add a new approver when creating a new purchase order.
- We’ve created a new tier-based system so AppWork can automatically assign approvers to a purchase order based on the dollar amount.
- We’ve implemented design improvements for better usability.
- You can sort the columns on the purchase order index page.
- The app will automatically send uploaded attachments in the emails sent to request approval. This makes it easier for managers to approve purchase orders on the go.

#### Units:

- We’ve redesigned the index page to include columns for the floorplan name and unit size.

### Mobile Technician App

- We’ve added a priority symbol to work orders on the listing page when they have a status of emergency or code violation.
- We’ve updated the design for when a technician has no work orders assigned or completed.
- The open and completed tabs both work in online and offline modes.
- The app will treat comments less than 6 characters in length as invalid when either completing or canceling work orders.
- We’ve increased the font size on the “No Access” dropdown menu.
- We’ve updated the user interface for marking a work order as “Need Parts”.
- When the phone is in “Airplane Mode” the app will show an offline icon.

## Bugfixes

### Mobile Technician App

**We’ve fixed the following:**

- Keyboard overlapping issues
- Offline order syncing
- Discrepancies in total work orders completed between the admin portal and tech app
- The translation button for Spanish
- Minor Spanish translation issues


A detailed list of all our new features and bugfixes pushed to production in November of 2022

Our Release Notes