Thanks @serg for getting these issues fixed. This covers a portion of the issues that i reported but it sill leaves quite a few outstanding issues that I reported over a month ago. Additionally I re-downloaded the template and started testing again and found the following large list of bugs before I finally gave up. I think it was a half hearted attempt to fix the bugs I reported and nobody bothered to check anything to see if they found anymore bugs.
There are many bugs surrounding the quote functionality and the data being displayed on the dashboard and frankly - I don’t think its my job to run QA on your templates.
Here is a new list some of these are items that I have already reported, I am getting very frustrated with the quality and testing thoroughness of this product.
Database is not empty in the blank template , has existing demo data in it.
No countries display in drop down list on add payment method
Add new user and no way to set role. After add they default to limited technician
In edit user there are 2 “save changes” buttons on the bottom and no cancel
email sent to new user has reference to “Servo” as company name. How is this changed?
Clicking on the welcome link in the email gives a page not found error
New user created above is able to login using the credentials in the email.
Limited technician user can see all the company info in the dashboard, yet they aren’t able do anything but view the schedule. Seems like thats a lot of information for a tech to see if they can’t do anything.
On customer portal there is a dashboard menu option which shows the dashboard menu and access denied issue. Customers should never see this, why is it here?
Created a new request for a customer. In the customer tab it Shows up in both active work and requests for that customer even though nothing has been done with or or scheduled. Should it show up in both places?
The above request doesn’t show up in the requests tab under the work menu
Created a quote from the above request. Added a single item for $249 plus 6% tax. The total of the quote including tax was $264. When I saved the quote the total for the above line item went from 249 to $264.
Update the line item for the above quote to be $325 plus 6% tax. Tax should be $19.5 but it has rounded it to $20 which shouldn’t happen. Also the total updated to 340 which is incorrect, it should be 325 + 20 = 345.
Updated the quote with the above changes and the line item total changed to $340 just like before.
In summary, when you update or create a quote and save it, the line item value changes to whatever the total is for the quote. So if the total for the quote is $4000 and you update the quote it will update all of the line items to say $4000.
The quote shouldn’t be rounding anything at all, line items, tax, discount or total.
Emailed quote to customer. Email was received but quote was not attached. Quote was available in customer portal.
Customer added change requests to the quote and sent back but this change request did not show up in the owner portal as “changes required” either in the count or in the filter
In Work Overview - Quotes - Awaiting response panel the quote is shown in the total for the panel and the customer list but the total for the quote is missing beside the client in the list
Approved the above quote. In Work Overview - Quotes - Approved - Prospective Jobs the quote shows in the total for the panel and the quote is listed below in the client list but the total for the quote is missing beside the client. Also the “No Approved Quotes” Icon still shows in the panel
Clicked the “show all quotes” in the above panel and it indeed took me to the all quotes list. Shouldn’t this apply the “approved quotes” filter in this list?
Created a job from the above quote and assigned a visit date or October 14 (8 days from today) to it. Clicked on the visit date and the maps icon was unclickable
Tried to download a PDF of the job and it failed. PDF Generate error: this header value for x-api-key is not correct undefined
In Dashboard = Activities - Upcoming jobs the above job doesn’t show in the “8-14” day category.
Changed the date to October 11 (6 days from today)
in Dashboard = Activities - Upcoming jobs the above job show’s in correctly in the “next 7 days” category and incorrectly in the “8-14” day category.
I am unable to “unschedule” a job once its scheduled. There is no way to delete the scheduled date
The above job had $680 in charges in it and they show in the dashboards but the charges do not show on the actual job itself anymore.