Roadmap

In the calendar in the main application you can now choose a team. This lets you select users or resources to display or group jobs by on the calendar.

The jobs calendar has been brought to the Trackplan resource app. You can view job tasks on the calendar by day, week, or month, and scroll with the arrows through the various time periods selected. You can also use the drop-down date selector to pick a specific date.

Clicking on a job task from the calendar will take you to the Job Task Details view.

New dashboard views have been added for job requests and users. These new dashboards will add more even more control over managing job requests, and helpdesk staff.

The job request view will give an over view of requests per site, by type and number raised over a 12 month period. The users view is a great tool which will give an overview of user activity and performance. Two helpful new additions to give you more control.

Assets can now be managed in the Manager App and the Resource App.  So assets can be filtered and viewed.  New assets can be created.  Jobs can be created from assets and assets can be attached to existing jobs.  See more on asset management software here.

The Form Library is now available in both the Manager App and Resource App.

When you design forms (eg inspections, audit forms, meter readings) you can make them available for immediate entry from the Form Library, as well as by issuing them with a reactive or planned job.  So now in the apps you can select a form from the form library and complete it there and then.  Very quick and dead handy!

Users can raise issues and create requests from a secure web page without needing to log in the main application. Great for organisations with many users. Complements the ability to send a request by email. And of course coming soon… ..the requestor app

From the Manager App, you can now choose an engineer or contractor and then instruct each job to them.  The engineer will then receive the job straight away on their Resource App plus email notification.

The Manager App has been relaunched using  PWA (progressive web application technology) and so is now on the same platform as the Resource App for engineers and contractors. The app is web based BUT embeds on your phone or tablet like a traditional app.  Quick and works offline!

The Manager App is intended for use by managers and supervisors.  Very easy to use with some great features including:

• See all jobs and job details.
• Add photos, notes and documents to a job.
• Can complete forms sent down with a job or from the form library.
• Can create new jobs.
• Can assign jobs to another user or engineer to contractor.
• Can view assets, create assets, assign jobs to an asset.

Risk Assessments – A thorough risk assessment workflow introduced for risk assessments designed in the form designer and sent to a contractor with an instructed job.

Expenses – Engineers and contractors can now submit expenses with a photo from the resource app, which can be approved in the main application

Stock – engineers can now record stock used on a job using the resource app

Stock – Stock upload added to upload centre so can upload all stock and stock levels from spreadsheet

Timesheet: Engineers can now complete weekly timesheets on the resource app for engineers and contractors

Contractors – each contractor can be flagged to receive email reminders when an instructed job is just overdue and for every day thereafter

Engineer / Contractor App: The app for engineers and contractors is now live and working great for engineers and contractors to view and manage their instructed jobs. Works offline. Fast and very easy using latest Progressive Web Technology.

You will be able to view PDF and CAD files and other files from within Trackplan. Will also be able to annotate over the files with line drawings, symbols and text. Great for floorplans, design and construction, space management and anything else you can think of!

Whether it is a floorplan or a training pitch you will be able to draw over an existing image and add text and symbols. Also linking to the Trackplan database of assets and jobs. You can already draw over freshly taken images using the Resource and Manager App. Great for snagging and workspace management.

Using the Manager App or Resource App, a user will be able to scan the QR Code of an asset to then bring up the asset details where they can see the asset information and create a job.

See more on asset management software here.

Engineers can already record expenses from the Resource App, which then go through an approval workflow in the main application. Engineers will soon be able to create an expense against a job which will allocate that cost against the job

Trackplan has a library of 10 dashboards each a collection of charts and grids. You will be able to design your own dashboard from the collection of charts and grids that we design. In addition you will be able to export any dashboard to PDF and even schedule them to be sent offering more reporting options.

Additional custom fields can be asked when completing a job. Design as you like. For example “Area / Item Clean and Sanitized ready for production?”

Xero is the World’s leading finance and accountancy application for small to medium size enterprises.  We use it ourselves.  We are often asked for integration with other finance systems, and we are going to do this one, plugging straight into their API.