🚀Changelog
A list of the ways Octoo is getting even better!
March 2023
New features
[Provider] View job terms before expressing an interest — more information
[Admin] Silence notifications when cancelling or reschedules bids or services
[Customer] Ability to require a consumer have a medical record or other code before request submission
[Customer] Ability to require an alternate display name for requesters
Improvements
[Admin] Expand "broadcasts that need attention" filter to include un-filled requests completed with completed broadcasts
February 2023
New features
[Admin] Filter requests and jobs by state
[Customer] View reason request was not approved
[Admin] Manually bind agreement when assigning provider to job
[Partners] Waive cancellation policies when cancelling jobs
[All] Receive email notification when your enqueued action fails
[Partners] Ability to see who approved and verified requests
Improvements
[All] Invoice due at date-based ambiguity as to exactly when the invoice is past due
[Customer] Improved topic selection for new requests
Fixes
[Provider] Inconsistent timezone when splitting jobs
[Partner] Fixed date-based bug assigned cancellation policies incorrectly over weekends
[Provider] Fixed issue with mileage rate displaying incorrectly at times
[Partner] Fixed one-way cancellation proforma issues with certain slip policies
[Provider] Fixed issue with location changed email including all request dates (instead of just the ones the provider is working)
[Provider] Fixed missing proformas for older AP invoices
[Provider] Fixed issue with mixed modality bidding raising errors
[Provider] Fixed purple chat icon blocking provider actions
[Partner] Fixed date-based bug assigned cancellation policies incorrectly over weekends
January 2023
New features
[Partner] Added "unknown" outcome for cancellation workflow as well as filtering by team member assigned
[Partner] Request metrics tab showing summary of bids and schedules
[Customer] Choose onsite/remote at beginning of request process requiring only city/state for location
[Partner] Auto-closing services when bid threshold met as defined by partner
[Partner] Ability to force cancel outside the cancellation workflow
[Customer] Add download invoice link to invoice related emails as backup to attachment
[Customer] New request checklist showing remaining steps needed to complete request submission
Improvements
[All] General performance tune-ups of browser memory usage and internal store
[Provider] Performance improvements to
/opportunitiespage[Provider] Daily itinerary email to include job reference number and link to job details page
[Provider] Ignore redundant pending bids when expressing interest
[Partner] Wording changes on broadcast page to clarify intent of service filters
[Customer] Streamlined assigning/declining interested providers (less steps)
Fixes
[Provider] Fixed issue where cohort member detail was not updating after provider submitted changes to availability
[Provider] Job confirmation emails showing the request timezone rather than the provider's
[Provider] Do not broadcast if they are not targeted at time of delivery
[Provider] Fix issue with new schedules/services not being visible as opportunities
[Provider] Fix issue with broadcast emails implying all services have conflicts when they did not
[Customer] Fix issue where certain customers could not award providers
[Partner] Fix issues with coverage count and unlikely designation
December 2022
We released version 2.0 of our API and Web applications on Saturday, December 11th. Below are a list of the new features, improvements, and fixes for the month after the release.
New features
[Partner] See provider metrics on reservation page before assigning
[All] Top level requests index added for summary view
Improvements
[Partner] Filter our recently broadcasted providers (24-hours) automatically
[All] Reply to failed direct messages in thread
[Provider] Exposing different states of proforma (unconfirmed, unbilled, billed)
[Provider] Request filled or unavailable error messaging
[Partner] Manage multiple pending interests simultaneously
[All] Reset password link to login page
[Partner] Allow one-way billing for non-fixed unit slip policies
[Partner] Silence dispatches when adding new services
Fixes
[Partner] Submitting request on behalf of someone will no longer auto-approve
[All] Fix broken url for notification delivery preferences on emails
[Partner] Fixed missing applied time-based policies on auto-approval of requests
[Partner] Fixed invoice balance metric view in legacy hive
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