Building on ServiceM8's existing job card version history functionality, proposals now automatically save your changes and maintain a complete version history. This gives you the confidence to make edits knowing you can easily revert to any previous version if needed.
Key Benefits
- Auto-save protects your work as you build and edit proposals
- Complete version history shows exact timestamps and who made each change
- Single-click restore functionality lets you quickly revert to any previous version
- Consistent design with job card version history for familiar navigation
How to Access Version History
- Open your proposal in the Online Dashboard
- Click the "Auto Save" button to open the version history window
- Browse the chronological list of versions on the left side panel
- Select any version to preview it on the right side of the window
How to Restore a Previous Version
- Select the version you want to restore from the list
- Review the read-only preview to confirm it's the correct version
- Click the "Restore" button at the bottom right
- Confirm the restore action in the popup to prevent accidental changes
Note: The version history maintains data integrity and security throughout the restoration process, and the design layout matches the existing job card version history for consistency.
