Release notes for Trackrio Web. These changes are in the web app. The mobile app is unchanged.
Release summary
Route stops are now hidden on the Calendar until you switch them on. If you use Routes, a routed day could bury your jobs under dozens of route stops. Now the Calendar opens showing jobs only, and the new Route stops switch next to the Filter button brings your route stops back whenever you want the full picture.
Exports got a cleanup too. The Jobs export now gives you Contact ID, Pool ID, and the pool address in separate columns, and the Pools export lists linked contact IDs on one line instead of several. If you build import files, the new columns use the same headings as the import templates, so you can go from export to import without renaming anything.
Calendar
Route stops are hidden on the Calendar until you switch them on
NEW ROUTES WEB
Each time you open the Calendar you see your jobs only. To see your route stops as well, turn on the new Route stops switch in the Calendar toolbar, just to the left of the Filter button. The switch is there in every Calendar view: day, week, week at a glance, and month. If you relied on seeing route stops on the Calendar, that switch is the first thing to flip.
How it works
The switch works together with your filters. Pick a technician and turn the switch on, and you see that technician's jobs and route stops together.
The switch is separate from your filters. It does not add to the count on the Filter button, and Reset filters does not change it.
Your choice stays on as you move between Calendar views and around the app. It goes back to hidden when you reload the page or sign in again.
Any totals shown on the Calendar count only what is displayed, so with the switch off they count jobs only.
The switch only appears for accounts using Routes. If you are not on Routes, your Calendar looks exactly as before.
Exports
Addresses and IDs in their own columns
IMPROVED EXPORTS WEB
Pool addresses now come out of the Jobs export in separate columns, so you can sort and filter by city or ZIP code in Excel or Google Sheets. And if you build import files, the new Contact ID and Pool ID columns are exactly what the route stop and recurring jobs imports ask for, so you no longer have to look IDs up by hand.
Jobs export
The old Pool column, which held the full address on two lines in one cell, is replaced by one value per cell:
Pool ID
Pool address line 1 and Pool address line 2
Pool city, Pool state, Pool ZIP code, and Pool country
There is also a new Contact ID column right before the Contact column. The Contact column is unchanged and still shows the contact name and address together.
The Contact ID and Pool ID headings match the spreadsheet templates for the route stop and recurring jobs imports, the ones you download from Setup, Data management, Import. Export your jobs, keep the columns the template needs, add the schedule details, and import. No renaming.
Column selection works the way it always has. Hide the Pool column in the Jobs list and none of the pool columns are exported. Hide the Contact column and both contact columns stay out.
Pools export
No more cells split across several lines that look like missing data in Excel or Google Sheets. The Linked contacts id column now lists the IDs on one line, separated by commas, in the same order as the contacts listed in the Linked contacts data column next to it.
Impact at a glance
Who it helps: office admins and schedulers who manage routed days on the Calendar, and anyone who works with Trackrio exports in a spreadsheet or prepares import files.
Highlights:
Calendar opens with jobs only, and a Route stops switch brings route stops back.
Jobs export gains Contact ID, Pool ID, and separate pool address columns.
Pools export lists linked contact IDs on one line.
Platforms: Web. The mobile app is unchanged.