One of the strongest parts of our job management software has always been our powerful forms. Now with this latest V1.5 release, we're giving our users even more powerful forms to manage their details and documents.
In the most powerful form update yet, you can now create complete workflows for forms and processes with the new ‘Transfer Ownership’ features. Reassign forms to other users for additional information or sign off or even create a workﬂow for forms to be completed by multiple different team members. With Re-flow v1.5, the system will instantly transfer form owner with auto transfer settings based on the type of data contained in the form.
We’ve made it very easy to set up jobs by adding the preset function to regularly used essentials in speciﬁc jobs, so you can add them in a single click. We have also added a multiselect option to every ﬁeld for users plant vehicles and materials, allowing the bulk addition of these assets, so that you can speed up your scheduling process and building out jobs.
Sometimes completing a digital form is missed on the job, so now with Re-ﬂow v1.5, you can complete forms in the desktop and submit them to the job. Mistakes also happen, so if you’ve received a form that needs to be corrected, admins can now do this easily in the desktop dashboard. Previously the submitted data was ‘read only’ to protect the original documents, but now edits can be made and any changes to submitted data is tracked in an attached audit trail.
If you’ve already put a job live and need to make a quick change, it’s really easy to update. If the option you need isn’t already in the dropdown, you can instantly add a new option of anything from clients to sites without leaving the job.
Used more materials than you planned? Jobs change and your invoicing needs to be able to reﬂect that. Now with Re-ﬂow V1.5 you can easily add new items and update quantities in the live dashboard. Finding the right items to add is now even easier with the dynamic searches that ﬁlter as you type.
Things change on jobs, but sometimes the reasons need to be shared on a need to know basis. With Re-flow V1.5, you can now add notes to submitted forms that get included in the job log. To keep your information secure, you can also restrict who can see the notes with user permission levels.
Control the job status to move it through the workﬂow or back if it’s not completed adequately. Add notes to show why the status was changed, such as approved and declined. Restrict visibility of the change log to selected approved users.
Easily manage your checks and balance system. If things go out of control, then you can easily ﬁgure out what went wrong, who did it, and how to ﬁx it using your status change logs. Add notes to your changes and restrict visibility to selected approved users.
You can now drag and drop your data columns into your desired order, so the information you want to see most is at the front. Different scenarios required different field of information to be front and centre, so now with a simple click, you can restructure the information in your dashboard to a custom setting for every occasion.
Easily add any documents you need into a job with a simple drag and drop from the desktop. Once your documents are uploaded, ﬁles are securely stored on your server and available for you to manage on the records screen.
If you ﬁnd yourself in the tedious situation of setting up similar jobs and tasks over and over, simply save them as a preset and colour code the different document types for quick reference.