New functions for calculation, third-party calendars and much more

Calculation & Invoice Insert

We have made several optimizations and enhancements for the calculation and the invoice insert, which can be generated based on the categories as well as booked employees.

Real costs

For permanent employees, no costs were previously shown in the calculation. As of this version, an average hourly wage is also calculated there based on the salary stored in the payroll period plus non-wage labor costs and used to calculate the actual costs.

Surcharges

In the price lists for customers and employees, it is now also possible to store surcharges analogous to the employee configuration. These are then used both in the calculation and in the invoice insert.

Standard price lists

From this version onwards, a price list for sales and purchase can be defined for each customer. These price lists are then automatically used for newly created jobs.

Fixed breaks

In the calculation, the planned frame of a job is used for the calculation. However, this frame often includes a break that is not specifically defined. For this reason, it is now possible to define a break for each job, which is then deducted from the duration of the job during the calculation.

Third-party calendars

The ability to import third-party calendars into CrewBrain is steadily growing in popularity. With the new version we extend the third-party calendars with two important and often requested features.

Sharings

In the future, external calendars can be released individually for all or selected employees. In addition, releases to user groups or departments are also possible. For each release, it is also possible to define which information of the third-party calendar is to be released.

Overlaps

Optionally, a third-party calendar can also be taken into account in the future for checking for overlaps. If, for example, an employee integrates his Outlook calendar and activates this function, dispatchers will automatically see if a job overlaps with an event of the employee stored in Outlook.

Surcharges

In addition to the fact that surcharges can now also be stored for price lists, it is now also possible to store up to three surcharges for night work. If the amount of the surcharge changes in the course of a night, this can also be mapped.

Jobs & Projects

In the Jobs & Projects section, we have made quite a few useful enhancements.

Split categories

Categories can now be divided within a job and provided with comments. For this purpose, an "edit" functionality would be introduced for the categories. This is useful, for example, when initially only rough planning is done and the schedulers later elaborate the rough planning in detail.

Project documents

From this version on, it is also possible to define who should have access to documents in projects. This makes it possible to make the overarching documents available to all employees who are requested or booked within the project.

Status on copies

Until now, the status was reset to "Unknown" when copying jobs. Starting from this version, the status can be selected individually when copying.

Billed jobs

By default, working hours can no longer be recorded or changed for settled jobs. This can be changed from this version under Administration > Time recording > General.

HTML text templates

HTML text templates including formatting can now also be used in all manually sent e-mails for a job. This offers additional possibilities, for example to highlight important sections of the text.

Confirmation mail

Already for a long time there is the possibility to send a query mail to the employees of a job. Until now, this was sent automatically when the job was "planned ready" and can now also be sent manually. The mail contains a link that the employee can use to finally confirm the booking. As soon as the link has been clicked, the name in the list turns green.

Calendar

We have also made optimizations in various calendar views. These affect the views themselves but also the filter options in the various views.

Bar view

The bar view now also shows for each employee how many bookings there are in this period and how many hours these bookings comprise (according to calculation).

Filter options

An option to filter by scheduled persons has been added to the filter options. For example, the calendar views can be limited to people who have not yet been requested or booked, or only those who are booked.

Applications

We already presented the application feature in detail in January and also received a lot of feedback. In this version, we have therefore extended the functionalities by a few more points.

Individual status

In the administration, the status designations for the applications can now be set individually.

Categories

Until now, all employee categories were always displayed in the application form. From this version on, it is possible to define for each category whether it should be displayed or not.

Further adjustments

As usual, we have also made other adjustments that we would like to present to you.

Tasks from Eventworx

When synchronizing offers and orders, the tasks from Eventworx can now also be transferred if desired. However, these are only created in CrewBrain, a feedback to Eventworx (e.g. for completed tasks) is not possible.

Preview in the month view

In the month view, as in the week view, the preview can now be deactivated individually on mouseover. For this purpose, there is a new button "Configure month view" on the left.

New rights

Two new rights can be assigned under Administration > User groups. It is now possible to prevent individual users from accessing the electronic dressing book and their own work equipment under "My Account".

Work equipment

In the work equipment it is now possible to change the employee. Thus, a work equipment that is passed on to another employee can either be moved or copied and then moved.

Sorting for comments & project documentation

For project documentation and comments in a task, from this version onwards the user can individually choose whether the entries should be sorted in ascending or descending order.

Outlook appointments for bookings only

When storing an Outlook mail address to which CrewBrain sends Outlook-compatible appointment invitations, you can now choose whether these invitations should be sent for all requests and bookings or only for bookings.

The new CrewBrain app

Back in February, we introduced the new CrewBrain app and were pleased to receive so much positive feedback and suggestions for improvement. We are currently focusing on optimizing the existing functionalities and integrating the still missing functionalities from the WebApp. The app is currently updated in shorter cycles even without a special update info.