Preferred Vendors on Service Templates

Recently, ServiceTrade added the ability to assign preferred vendors to your services.  Today's release builds on that capability by allowing you to assign preferred vendors to your service templates.

This allows you to create templates for services that you will always subcontract to a specific vendor, and then easily create those services from a template.  For instance, in the example below, all fire extinguisher inspections will be subcontracted to a vendor who specializes in that line of work, so that subcontractor is assigned as the preferred vendor on the fire extinguisher inspection service template.

When this template is used to create a service, the template's preferred vendor will automatically be assigned to that service, and in turn any jobs that you create for that service will be automatically assigned to that vendor as well. 

For more information on how to use preferred vendors, please see this support article.

Organize Job Items by Service when Invoicing a Job

A recent ServiceTrade release added the capability to organize your job items by service.  With today's release, that capability has been extended to the job invoicing action.  This allows you to review your job's items, organize those job items by service, and create your invoice all in one step.

Please note that this does NOT cause the resulting invoice items to also be organized by service.  That capability is coming in a future ServiceTrade release.

API Improvements

This release includes the following API improvements:

  • libitem endpoint can be searched by created date range (createdBefore/createdAfter) and updated date range (updatedBefore/updatedAfter)
  • user endpoint can be searched by created date range (createdBefore/createdAfter) and updated date range (updatedBefore/updatedAfter)
  • warehouse endpoint can be searched by created date range (createdBefore/createdAfter) and updated date range (updatedBefore/updatedAfter)
  • jobitem endpoint can be searched by used on date range (usedOnBefore/usedOnAfter) and lib item type

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