Combined July 2025 Release

Codenamed "Dumplings" & "Choc Ice"- this combined release for the month of July adds multiple new system enhancements - the highlights of which are the implementation of Automated Missed Visit (No Access) communications, and bringing our customisable "Tags" functionality to other areas of the system - such as Visits and Finance items. 

This release also brings final tweaks to our SSO implementation.  

System Enhancements 

Tags

We continue to build on our customisable "Tags" functionality - further areas now have access to these with more coming in the next release.

• Tags now available for, Visits, Quotes, Invoices, Purchase Invoices AND credit notes!
• Tags are also available on the above download reports.
• Visit, Job and Property Tag filters added to the view all visits advanced filter and report

• Visit, Job and Property Tag filters added to the view all visits advanced filter and report
• Job and Property tags can now be filtered in the Job View all filter / Sort modal

• Invoice / Credit note tags can now be filtered in the Invoices  filter / sort modal.

• Purchase Order tags can now be filtered in the purchase order filter

• We've also added new functionality in the way these filters work.
  • It is possible to search for multiple tags in the same tag group.
  • For example : Will return all visits with either Visit Tag 1 or Visit tag 2, but not Visit Tag 3 or Visit Tag
• This can also be used in conjunction with other tag groups and other tag types.
  • for example:
• This visit filter will return all visits where it's job has the tag "Propeller FM" AND the property must also have both a "Freehold" tag AND "High" tag.
• We've also added the ability to add tags directly on the visit creation page.
• 
• Added a tag audit trail to the notepad for all tags

Communications

We have added new features to the communications module....

• Missed Visit Automations
• Job Reminders has been renamed to Visit Communications to better represent it's purpose.
• Visit Templates can now be restricted to visit statuses and landlords.Note : All existing templates are "pending" visits only, you Can select multiple statuses and landlords.

Fixes

Scheduling

• Fixed an issue where authentication to the intelligent scheduling system could fail
• Fixed an issue where follow on visits ignored engineers skills
• Fixed an issue with Commercial Gas visits returning no engineers when valid engineers were available.

Login

• New UI feedback to better inform website users when details are incorrect.
• Additional auditing functionality
• Fixed an issue with 2 factor emails not sending

SSO

• Additional tweaks and fixes for the new SSO (Single Sign On) functionality
• Additional configuration for Google SSO
• Additional auditing functionality
• Fixed an issue with 2 factor emails not sending

For further information on the recently released SSO feature, please see:
Helpdesk : Propeller Powered

API

• Fixes for visit status (state) changes via API
• Fixes for Jobs not being created for Visit Creation calls in rare cases
• Fixed an issue with Job Priorities not being able to view priorities set to "All Landlords" 
• Fixed an issue where creating visits with property was not correctly picking up existing properties from UPRN  / Alt ID

General / Performance

• Performance improvements pertaining to the Notepad
• Improvements to S3 / Dynamic Report file storage
• Fixed an issue with the communications page not filtering by landlord / client
• Fixed a visual issue on the purchase order panel on the property page causing visit references to be hidden.
• Fixed a display issue with the Commercial Gas Dashboard.