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Web App Release Notes
Web App Release Notes
New features and other announcements.
167 articles in this collection
Written by
Brian Smithwick
and
Aaron Shoemaker
Search Invoices by Contract; Contact External IDs (December 4, 2019)
Written by
Brian Smithwick
Updated over a week ago
Track Customer Purchase Orders on Contracts; View Invoice Details for Contracts; Better Webhook Management
Written by
Brian Smithwick
Updated over a week ago
Job Gross Margins; Contract Review Dates; Contract Terms and Conditions (October 15, 2019)
Written by
Brian Smithwick
Updated over a week ago
Detailed Tech Information; Filter the Dispatch Board Tech List; Service Contract Improvements; API Improvements (October 1, 2019)
Written by
Brian Smithwick
Updated over a week ago
Preferred Vendors on Service Templates; Organize Job Items by Service when Invoicing a Job; and API Improvements (September 24, 2019)
Written by
Brian Smithwick
Updated over a week ago
Preferred Vendors, Updating Recurring Services on Jobs and Quotes, and More (September 17, 2019)
Written by
Brian Smithwick
Updated over a week ago
Recurring Invoices (September 3, 2019)
Written by
Brian Smithwick
Updated over a week ago
Contract and New Location Page Improvements (August 20, 2019)
Written by
Brian Smithwick
Updated over a week ago
Job Items can be Associated with Services (August 13, 2019)
Written by
Brian Smithwick
Updated over a week ago
Location and Quote Page Improvements; User API Improvements (July 18, 2019)
Written by
Brian Smithwick
Updated over a week ago
Tags on Dispatch Board, API Improvements (July 2, 2019)
Written by
Brian Smithwick
Updated over a week ago
New Location Page Available for Beta Testing! (June 24, 2019)
Written by
Brian Smithwick
Updated over a week ago
Alternate Customer Contracts (May 23, 2019)
Written by
Brian Smithwick
Updated over a week ago
Contract Inheritance View (May 22, 2019)
Written by
Brian Smithwick
Updated over a week ago
Item-Specific Cost Markup Rules in Service Contracts (May 14, 2019)
Written by
Brian Smithwick
Updated over a week ago
Service Link Improvements, Search and Filter Attachments, Blank Paperwork Improvements (May 7, 2019)
Written by
Brian Smithwick
Updated over a week ago
Advanced Contract Assignment with Service Opportunities, List Improvements, and Improved Job Completion Workflow (April 23, 2019)
Written by
Brian Smithwick
Updated over a week ago
Assign Services to Contracts, Branding Improvements, and More (April 9, 2019)
Written by
Brian Smithwick
Updated over a week ago
Salesperson Notifications and Accounting Integrations, Service Contract Improvements, and More (March 27, 2019)
Written by
Brian Smithwick
Updated over a week ago
Assign a Contract When Creating a Job (March 19, 2019)
Written by
Brian Smithwick
Updated over a week ago
More Contract Functionality, Customer Search by Office, and More (March 12, 2019)
Written by
Brian Smithwick
Updated over a week ago
Overlapping Appointments on Dispatch Board, Contract Improvements, and More (February 26, 2019)
Written by
Brian Smithwick
Updated over a week ago
Quoting Improvements (February 12, 2019)
Written by
Brian Smithwick
Updated over a week ago
Send Quotes in Bulk; Assign Salesperson to Quotes in the Field (February 5, 2019)
Written by
Brian Smithwick
Updated over a week ago
Salesperson Assignments for Deficiencies and Service Contracts; API Improvements (January 29, 2019)
Written by
Brian Smithwick
Updated over a week ago
Appointment and Clock Event List Improvements, Deficiency Page Shows Canceled Quotes (January 15, 2019)
Written by
Brian Smithwick
Updated over a week ago
Parts Purchasing Management, QuickBooks Online Classes, and More (January 2, 2019)
Written by
Brian Smithwick
Updated over a week ago
Salesperson Assignment on Service Opportunities; Manage Job Vendor Bill Attachments (December 19, 2018)
Written by
Brian Smithwick
Updated over a week ago
Salesperson Tracking (December 11, 2018)
Written by
Brian Smithwick
Updated over a week ago
New Contract Page Available for Beta Testing! (November 27, 2018)
Try out ServiceTrade's new contract page
Written by
Brian Smithwick
Updated over a week ago
Send Service Links in Bulk, Search and Filter by Job Owner (October 30, 2018)
Written by
Brian Smithwick
Updated over a week ago
Appointment Details and Calendar Invites in Service Links, More Filtering on Service Opportunities, and Region-Specific Blank Paperwork (October 17, 2018)
Written by
Brian Smithwick
Updated over a week ago
More Options when Canceling Appointments
Written by
Aaron Shoemaker
Updated over a week ago
Dashboard Technician Current Location Filter, More Job List Exception Searches (October 2, 2018)
Written by
Brian Smithwick
Updated over a week ago
Appointment List, Bulk Assignment of Job Owners, Improved Invoice Notes, and More (September 17, 2018)
Written by
Brian Smithwick
Updated over a week ago
New Job Types (August 21, 2018)
Written by
Brian Smithwick
Updated over a week ago
Advanced Contact Management (September 6, 2018)
Written by
Brian Smithwick
Updated over a week ago
Require Purchase Orders for Quote Approvals (August 6, 2018)
Written by
Brian Smithwick
Updated over a week ago
Item List No Longer Requires Service Lines; QuickBooks Classes (July 23, 2018)
Written by
Brian Smithwick
Updated over a week ago
Advanced Labor Cost Management; Job List Improvements (July 9, 2018)
Written by
Brian Smithwick
Updated over a week ago
Advanced Dashboard Filtering, Deficiency Owners, Send Work Acknowledgments to Contacts, Add Multiple Quotes to the Same Job (June 25, 2018)
Written by
Brian Smithwick
Updated over a week ago
Quote Detail Level Account Setting, Send Invoices to Contacts, Sage Intacct Integration Improvements, And More (June 11, 2018)
Written by
Brian Smithwick
Updated over a week ago
Search Deficiencies by Job Type (May 14, 2018)
Written by
Brian Smithwick
Updated over a week ago
New Job Page Available for Beta Testing! (May 7, 2018)
Try out ServiceTrade's new job page
Written by
Brian Smithwick
Updated over a week ago
Custom Branding (April 12, 2018)
Written by
Brian Smithwick
Updated over a week ago
Searchable Job Clock Events List, Manage Available Asset Types (January 23, 2018)
Written by
Brian Smithwick
Updated over a week ago
Searchable Job Item List and In-Person Approvals of Field Quotes (January 3, 2018)
Written by
Brian Smithwick
Updated over a week ago
Time & Materials Quotes, Printable Service Links, Job Syncing to QuickBooks, Release Jobs from Service Opportunities, and More (December 11, 2017)
Written by
Brian Smithwick
Updated over a week ago
Warehouse Job Item Sources; Invoice Notes Quick Add Shortcuts (November 28, 2017)
Written by
Brian Smithwick
Updated over a week ago
Create Quote from Deficiency in Tablet (November 13, 2017)
Written by
Brian Smithwick
Updated over a week ago
Field Quoting; Appointments in Service Links (October 30, 2017)
Written by
Brian Smithwick
Updated over a week ago
Job Item Sources (October 16, 2017)
Written by
Brian Smithwick
Updated over a week ago
Add Jobs for New Customers in Tablet (October 2, 2017)
Written by
Brian Smithwick
Updated over a week ago
Add Contacts in Tablet; Quote Template T&Cs; Email Messages in History; More Job Search Options; Auto-Sync Jobs to Sage Intacct (September 18, 2017)
Written by
Brian Smithwick
Updated over a week ago
Contacts Can Have Multiple Phone Numbers; Sync Jobs to Sage Intacct Projects; Contract Improvements (September 5, 2017)
Written by
Brian Smithwick
Updated over a week ago
Locations Can Be Charged Sales Tax by Default; Email Bounce Notifications Include Message Content (August 21, 2017)
Written by
Brian Smithwick
Updated over a week ago
Add Jobs in Tablet (August 7, 2017)
Written by
Brian Smithwick
Updated over a week ago
Use Service Templates in Tablet; Export Jobs with Appointments; Tag Management, Cancel Open Jobs when Deactivating a Location (July 24, 2017)
Written by
Brian Smithwick
Updated over a week ago
Techs can View/Edit Tags in Tablet; Job Item Used On Dates; Add Deficiencies Directly to Jobs (July 11, 2017)
Written by
Brian Smithwick
Updated over a week ago
Service Editing and Deficiencies in Tablet, Profitability and Estimated vs Actual Revenue Analysis, Contract Start Dates, and More (June 19, 2017)
Written by
Brian Smithwick
Updated over a week ago
Schedule Appointments and Copy Assets in Tablet, Larger Estimated Durations, Intacct Location Dimension Maps to Job Office (June 5, 2017)
Written by
Brian Smithwick
Updated over a week ago
Cost Markup Price Rules, Only Job Assets on Blank Paperwork (May 23, 2017)
Written by
Brian Smithwick
Updated over a week ago
More Contract Capabilities, Asset History, Quote Preferred Techs (May 9, 2017)
Written by
Brian Smithwick
Updated over a week ago
More Invoicing Flexibility and Multiple Invoices for Jobs, Show Fixed Deficiencies in Service Link (April 24, 2017)
Written by
Brian Smithwick
Updated over a week ago
Default Visibility for Job Items (April 10, 2017)
Written by
Brian Smithwick
Updated over a week ago
Location Info in Tablet, Quote Names, More Intacct Customer Mapping Options (March 27, 2017)
Written by
Brian Smithwick
Updated over a week ago
Configurable Terms And Conditions, View Services for Assets, and Intacct Projects (March 16, 2017)
Written by
Brian Smithwick
Updated over a week ago
Add Attachments and Quotes to Assets, View Attachments in Tablet Service History, Intacct Classes (February 27, 2017)
Written by
Brian Smithwick
Updated over a week ago
Add Tags and Deficiencies to Assets, Hide Technicians on Dispatch Board, List Improvements (February 13, 2017)
Written by
Brian Smithwick
Updated over a week ago
Subassets, Asset Editing Improvements (January 30, 2017)
Written by
Brian Smithwick
Updated over a week ago
Custom messages in Service Links, Stylized Job Descriptions, External IDs for Assets (January 16, 2017)
Written by
Brian Smithwick
Updated over a week ago
Asset List Export (January 4, 2017)
Written by
Aaron Shoemaker
Updated over a week ago
Asset Service History and Other Details, Deactivate and Replace Assets in Technician Tablet App, Better Customer PO Visibility for Quotes (December 19, 2016)
Written by
Aaron Shoemaker
Updated over a week ago
Searchable Asset List (December 20, 2016)
Written by
Aaron Shoemaker
Updated over a week ago
2016
ServiceTrade for iOS 1.7.2
Written by
Aaron Shoemaker
Updated over a week ago
Deficiency Notification Improvements; Improved Quote Template Interface (December 5, 2016)
Written by
Aaron Shoemaker
Updated over a week ago
Adjust the Order of Assets, Quote Display of Parts without Prices, and More (November 22, 2016)
Written by
Aaron Shoemaker
Updated over a week ago
Invoice attachment type, Service Opportunity improvements, View contracts for locations (November 7, 2016)
Written by
Aaron Shoemaker
Updated over a week ago
Pre-Work Authorization in Tablet, Service History Details in Tablet, Dispatch Board and Tech Scorecard Improvements (October 25, 2016)
Written by
Aaron Shoemaker
Updated over a week ago
Asset History and Clickable Links in Tablet, Office-specific Logos, Search Improvements (October 10, 2016)
Written by
Aaron Shoemaker
Updated over a week ago
Release from Job Page; Improved Regions Capabilities; Revenue on Tech Scorecard; and More! (August 30, 2016)
Written by
Aaron Shoemaker
Updated over a week ago
Quote Costing and Gross Margins; Copy Quote Attachments to Jobs (August 14, 2016)
Written by
Aaron Shoemaker
Updated over a week ago
Add Quoted Work to Existing Jobs; Better Job Item Handling in Tablet; Company-level Comment Cascading; Send Service Reviews from Job Page (August 1, 2016)
Written by
Aaron Shoemaker
Updated over a week ago
Job Item Costs and Gross Margins, Make Changes to Submitted Quotes (July 18, 2016)
Written by
Aaron Shoemaker
Updated over a week ago
Invoice History, Tablet Asset Search/Filter, and QuickBooks Pending Invoices (July 5, 2016)
Written by
Aaron Shoemaker
Updated over a week ago
Estimated Price Permission and QuickBooks Print/Email Preference (June 20, 2016)
Written by
Aaron Shoemaker
Updated over a week ago
QuickBooks Improvements: Rep, Transaction Date, and Ship Date settings (June 6, 2016)
Written by
Aaron Shoemaker
Updated over a week ago
Hide Nearby Jobs from Unassigned Technicians (May 23, 2016)
Written by
Aaron Shoemaker
Updated over a week ago
Service Link - Add a New Contact Directly in the Configuration Window (May 9, 2016)
Written by
Aaron Shoemaker
Updated over a week ago
Service Link Views in Job History & More Quote Stuff (April 11, 2016)
Written by
Aaron Shoemaker
Updated over a week ago
Lots of Quote Stuff (March 28, 2016)
Written by
Aaron Shoemaker
Updated over a week ago
New Work Acknowledgement Recipients Automatically Get Added to Contacts (March 14, 2016)
Written by
Aaron Shoemaker
Updated over a week ago
Beautified Email Templates (March 2, 2016)
Written by
Aaron Shoemaker
Updated over a week ago
Service Reviews: Tablet Pre-Fills Information for Review Requests (February 16, 2016)
Written by
Aaron Shoemaker
Updated over a week ago
Quote Improvements, QB Default Settings, Deficiency Notification Improvement (February 1, 2016)
Written by
Aaron Shoemaker
Updated over a week ago
Improvements to individual asset name listings.
Written by
Aaron Shoemaker
Updated over a week ago
Link Included in Work Acknowledgement Email (Job Summary Page)
Written by
Aaron Shoemaker
Updated over a week ago
2015
Share Deficiency Documentation via Service Link (December 22, 2015)
Written by
Aaron Shoemaker
Updated over a week ago
Office Specific Blank Paperwork Rules (December 7, 2015)
Written by
Aaron Shoemaker
Updated over a week ago
Send Service Link from Job Page (November 23, 2015)
Written by
Aaron Shoemaker
Updated over a week ago
Set Default Visibility for Attachments, Deficiencies, & Comments (November 10, 2015)
Written by
Aaron Shoemaker
Updated over a week ago
Job Page Upgrades - Blank Paperwork, Assets, Owner (October 26, 2015)
Written by
Aaron Shoemaker
Updated over a week ago
Edit Customer Visibility of Attachments when Uploading Documentation (October 13, 2015)
Written by
Aaron Shoemaker
Updated over a week ago
Warning Message when Completing a Job with Open Clock Events (September 30, 2015)
Written by
Aaron Shoemaker
Updated over a week ago
Item 'Taxability Status' Syncs to QuickBooks Online (August 31, 2015)
Written by
Aaron Shoemaker
Updated over a week ago
Default Set Item Taxability (August 18, 2015)
Written by
Aaron Shoemaker
Updated over a week ago
Notification when a Customer views a Quote (August 17, 2015)
Written by
Aaron Shoemaker
Updated over a week ago
Increased quote detail (August 5, 2015)
Written by
Aaron Shoemaker
Updated over a week ago
Upload multiple files (July 22, 2015)
Written by
Aaron Shoemaker
Updated over a week ago
Add/Edit Assets w/ Tablet App (June 22, 2015)
Written by
Aaron Shoemaker
Updated over a week ago
Multiple Deficiencies Per Quote (June 8, 2015)
Written by
Aaron Shoemaker
Updated over a week ago
New iOS Mobile App Version (May 11, 2015)
Written by
Aaron Shoemaker
Updated over a week ago
Calendar navigation on dispatch board and tablet (April 27, 2015)
Written by
Aaron Shoemaker
Updated over a week ago
Job items on services (April 13, 2015)
Written by
Aaron Shoemaker
Updated over a week ago
Tags on service opportunity report (March 30, 2015)
Written by
Aaron Shoemaker
Updated over a week ago
Service Template Library (March 2, 2015)
Written by
Aaron Shoemaker
Updated over a week ago
Location History (February 16, 2015)
Written by
Aaron Shoemaker
Updated over a week ago
Export Assets (February 2, 2015 )
Written by
Aaron Shoemaker
Updated over a week ago
Collaborate with subcontractors (January 19, 2015)
Written by
Aaron Shoemaker
Updated over a week ago
Track Customer Quote Views (January 5, 2015)
Written by
Aaron Shoemaker
Updated over a week ago
2014
The Right Paperwork for the Job (December 22, 2014)
Written by
Aaron Shoemaker
Updated over a week ago
Invoice Tagging (December 8, 2014)
Written by
Aaron Shoemaker
Updated over a week ago
Automatically Schedule Recurring Services (November 24, 2014)
Written by
Aaron Shoemaker
Updated over a week ago
Recurring services are even better (November 10, 2014)
Written by
Aaron Shoemaker
Updated over a week ago
Understand tech performance with the scorecard (October 27, 2014)
Written by
Aaron Shoemaker
Updated over a week ago
Fast customer creation w/ Google (October 13, 2014)
Written by
Aaron Shoemaker
Updated over a week ago
QuickBooks Online Integration (September 29, 2014)
Written by
Aaron Shoemaker
Updated over a week ago
Blank Paperwork Selector (September 15, 2014)
Written by
Aaron Shoemaker
Updated over a week ago
Estimated Service Duration (September 2, 2014)
Written by
Aaron Shoemaker
Updated over a week ago
Sales Tax Recommendation (August 18, 2014)
Written by
Aaron Shoemaker
Updated over a week ago
Adjust Company on Job (August 4, 2014)
Written by
Aaron Shoemaker
Updated over a week ago
Regions (July 22, 2014)
Written by
Aaron Shoemaker
Updated over a week ago
Scheduler Improvements (July 7, 2014)
Written by
Aaron Shoemaker
Updated over a week ago
Estimated Pricing (June 23, 2014)
Written by
Aaron Shoemaker
Updated over a week ago
Field Invoicing (June 9, 2014)
Written by
Aaron Shoemaker
Updated over a week ago
Add asset to service on job (May 27, 2014)
Written by
Aaron Shoemaker
Updated over a week ago
Purchase Order Numbers (May 12, 2014)
Written by
Aaron Shoemaker
Updated over a week ago
Job Description (April 28, 2014)
Written by
Aaron Shoemaker
Updated over a week ago
Real Time Updates for Clock Events (April 14, 2014)
Written by
Aaron Shoemaker
Updated over a week ago
Dispatch Board (March 20, 2014)
Written by
Aaron Shoemaker
Updated over a week ago
Fix/Add Clock Events on Jobs (March 3, 2014)
Written by
Aaron Shoemaker
Updated over a week ago
Add Your Logo to ServiceTrade Documents (February 18, 2014)
Written by
Aaron Shoemaker
Updated over a week ago
Create Quote Without Deficiency (February 4, 2014)
Written by
Aaron Shoemaker
Updated over a week ago
Assign Preferred Tech(s) to Services (January 20, 2014)
Written by
Aaron Shoemaker
Updated over a week ago
Capture Customer Signature with Tablets (January 6, 2014)
Written by
Aaron Shoemaker
Updated over a week ago
2013
Apply Contracts to Groups of Locations (December 16, 2013)
Written by
Aaron Shoemaker
Updated over a week ago
Technicians Can Use the Scheduler (December 2, 2013)
Written by
Aaron Shoemaker
Updated over a week ago
Add Disclaimer and Warranty (November 18, 2013)
Written by
Aaron Shoemaker
Updated over a week ago
Bulk Update Invoices (November 4, 2013)
Written by
Aaron Shoemaker
Updated over a week ago
Improved Item Management (October 21, 2013)
Written by
Aaron Shoemaker
Updated over a week ago
Integrate With More Systems (October 7, 2013)
Written by
Aaron Shoemaker
Updated over a week ago
Create Custom Permission Roles (September 23, 2013)
Written by
Aaron Shoemaker
Updated over a week ago
Attachment Thumbnails (September 9, 2013)
Written by
Aaron Shoemaker
Updated over a week ago
Send Quotes to Customers (August 26, 2013)
Written by
Aaron Shoemaker
Updated over a week ago
Job Tagging (August 12, 2013)
Written by
Aaron Shoemaker
Updated over a week ago
Technician Schedule Change Notification (July 29, 2013)
Written by
Aaron Shoemaker
Updated over a week ago
Multiple Techs on Appointments (July 5, 2013)
Written by
Aaron Shoemaker
Updated over a week ago
Deficiency and Quote Management (June 21, 2013)
Written by
Aaron Shoemaker
Updated over a week ago
Use Your Item Codes (June 7, 2013)
Written by
Aaron Shoemaker
Updated over a week ago
Location Tagging (May 27, 2013)
Written by
Aaron Shoemaker
Updated over a week ago
Upload Blank Paperwork (May 13, 2013)
Written by
Aaron Shoemaker
Updated over a week ago
Fix Mapping of Bad Addresses (April 29, 2013)
Written by
Aaron Shoemaker
Updated over a week ago
Recurring Services + Contact Management (April 8, 2013)
Written by
Aaron Shoemaker
Updated over a week ago
Service Opportunity Report (March 25, 2013)
Written by
Aaron Shoemaker
Updated over a week ago
Times in ServiceTrade Follow Time Zones (March 11, 2013)
Written by
Aaron Shoemaker
Updated over a week ago
Share Jobs w/ Subcontractor (February 25, 2013)
Written by
Aaron Shoemaker
Updated over a week ago
Print Job Summary (February 11, 2013)
Written by
Aaron Shoemaker
Updated over a week ago