Release Notes

New features and other announcements.

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135 articles in this collection
Written by Brian Smithwick and Aaron Shoemaker

Appointment List, Bulk Assignment of Job Owners, Improved Invoice Notes, and More

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Written by Brian Smithwick
Updated yesterday

New Job Types (August 21, 2018)

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Written by Brian Smithwick
Updated over a week ago

Advanced Contact Management (September 6, 2018)

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Written by Brian Smithwick
Updated over a week ago

Require Purchase Orders for Quote Approvals (August 6, 2018)

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Written by Brian Smithwick
Updated over a week ago

Item List No Longer Requires Service Lines; QuickBooks Classes (July 23, 2018)

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Written by Brian Smithwick
Updated over a week ago

Advanced Labor Cost Management; Job List Improvements (July 9, 2018)

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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)

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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)

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Written by Brian Smithwick
Updated over a week ago

Search Deficiencies by Job Type (May 14, 2018)

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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
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Written by Brian Smithwick
Updated over a week ago

Custom Branding (April 12, 2018)

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Written by Brian Smithwick
Updated over a week ago

Searchable Job Clock Events List, Manage Available Asset Types (January 23, 2018)

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Written by Brian Smithwick
Updated over a week ago

Searchable Job Item List and In-Person Approvals of Field Quotes (January 3, 2018)

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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)

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Written by Brian Smithwick
Updated over a week ago

Warehouse Job Item Sources; Invoice Notes Quick Add Shortcuts (November 28, 2017)

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Written by Brian Smithwick
Updated over a week ago

Create Quote from Deficiency in Tablet (November 13, 2017)

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Written by Brian Smithwick
Updated over a week ago

Field Quoting; Appointments in Service Links (October 30, 2017)

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Written by Brian Smithwick
Updated over a week ago

Job Item Sources (October 16, 2017)

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Written by Brian Smithwick
Updated over a week ago

Add Jobs for New Customers in Tablet (October 2, 2017)

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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)

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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)

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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)

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Written by Brian Smithwick
Updated over a week ago

Add Jobs in Tablet (August 7, 2017)

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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)

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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)

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Written by Brian Smithwick
Updated over a week ago

ServiceTrade for Android 1.14

New features and bug fixes for Android.
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Written by Aaron Shoemaker
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)

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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)

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Written by Brian Smithwick
Updated over a week ago

Cost Markup Price Rules, Only Job Assets on Blank Paperwork (May 23, 2017)

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Written by Brian Smithwick
Updated over a week ago

More Contract Capabilities, Asset History, Quote Preferred Techs (May 9, 2017)

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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)

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Written by Brian Smithwick
Updated over a week ago

Default Visibility for Job Items (April 10, 2017)

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Written by Brian Smithwick
Updated over a week ago

Location Info in Tablet, Quote Names, More Intacct Customer Mapping Options (March 27, 2017)

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Written by Brian Smithwick
Updated over a week ago

Configurable Terms And Conditions, View Services for Assets, and Intacct Projects (March 16, 2017)

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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)

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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)

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Written by Brian Smithwick
Updated over a week ago

Subassets, Asset Editing Improvements (January 30, 2017)

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Written by Brian Smithwick
Updated over a week ago

Custom messages in Service Links, Stylized Job Descriptions, External IDs for Assets (January 16, 2017)

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Written by Brian Smithwick
Updated over a week ago

Asset List Export (January 4, 2017)

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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)

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Written by Aaron Shoemaker
Updated over a week ago

Searchable Asset List (December 20, 2016)

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Written by Aaron Shoemaker
Updated over a week ago
2016

ServiceTrade for iOS 1.7.2

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Written by Aaron Shoemaker
Updated over a week ago

Deficiency Notification Improvements; Improved Quote Template Interface (December 5, 2016)

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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)

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Written by Aaron Shoemaker
Updated over a week ago

Invoice attachment type, Service Opportunity improvements, View contracts for locations (November 7, 2016)

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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)

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Written by Aaron Shoemaker
Updated over a week ago

Asset History and Clickable Links in Tablet, Office-specific Logos, Search Improvements (October 10, 2016)

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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)

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Written by Aaron Shoemaker
Updated over a week ago

Quote Costing and Gross Margins; Copy Quote Attachments to Jobs (August 14, 2016)

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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)

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Written by Aaron Shoemaker
Updated over a week ago

Job Item Costs and Gross Margins, Make Changes to Submitted Quotes (July 18, 2016)

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Written by Aaron Shoemaker
Updated over a week ago

Invoice History, Tablet Asset Search/Filter, and QuickBooks Pending Invoices (July 5, 2016)

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Written by Aaron Shoemaker
Updated over a week ago

Estimated Price Permission and QuickBooks Print/Email Preference (June 20, 2016)

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Written by Aaron Shoemaker
Updated over a week ago

QuickBooks Improvements: Rep, Transaction Date, and Ship Date settings (June 6, 2016)

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Written by Aaron Shoemaker
Updated over a week ago

Hide Nearby Jobs from Unassigned Technicians (May 23, 2016)

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Written by Aaron Shoemaker
Updated over a week ago

Service Link - Add a New Contact Directly in the Configuration Window (May 9, 2016)

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Written by Aaron Shoemaker
Updated over a week ago

Service Link Views in Job History & More Quote Stuff (April 11, 2016)

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Written by Aaron Shoemaker
Updated over a week ago

Lots of Quote Stuff (March 28, 2016)

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Written by Aaron Shoemaker
Updated over a week ago

New Work Acknowledgement Recipients Automatically Get Added to Contacts (March 14, 2016)

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Written by Aaron Shoemaker
Updated over a week ago

Beautified Email Templates (March 2, 2016)

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Written by Aaron Shoemaker
Updated over a week ago

Service Reviews: Tablet Pre-Fills Information for Review Requests (February 16, 2016)

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Written by Aaron Shoemaker
Updated over a week ago

Quote Improvements, QB Default Settings, Deficiency Notification Improvement (February 1, 2016)

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Written by Aaron Shoemaker
Updated over a week ago

Improvements to individual asset name listings.

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Written by Aaron Shoemaker
Updated over a week ago

Link Included in Work Acknowledgement Email (Job Summary Page)

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Written by Aaron Shoemaker
Updated over a week ago
2015

Share Deficiency Documentation via Service Link (December 22, 2015)

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Written by Aaron Shoemaker
Updated over a week ago

Office Specific Blank Paperwork Rules (December 7, 2015)

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Written by Aaron Shoemaker
Updated over a week ago

Send Service Link from Job Page (November 23, 2015)

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Written by Aaron Shoemaker
Updated over a week ago

Set Default Visibility for Attachments, Deficiencies, & Comments (November 10, 2015)

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Written by Aaron Shoemaker
Updated over a week ago

Job Page Upgrades - Blank Paperwork, Assets, Owner (October 26, 2015)

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Written by Aaron Shoemaker
Updated over a week ago

Edit Customer Visibility of Attachments when Uploading Documentation (October 13, 2015)

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Written by Aaron Shoemaker
Updated over a week ago

Warning Message when Completing a Job with Open Clock Events (September 30, 2015)

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Written by Aaron Shoemaker
Updated over a week ago

Item 'Taxability Status' Syncs to QuickBooks Online (August 31, 2015)

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Written by Aaron Shoemaker
Updated over a week ago

Default Set Item Taxability (August 18, 2015)

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Written by Aaron Shoemaker
Updated over a week ago

Notification when a Customer views a Quote (August 17, 2015)

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Written by Aaron Shoemaker
Updated over a week ago

More Options when Canceling Appointments / Export Improvements (August 14, 2015)

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Written by Aaron Shoemaker
Updated over a week ago

Increased quote detail (August 5, 2015)

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Written by Aaron Shoemaker
Updated over a week ago

Upload multiple files (July 22, 2015)

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Written by Aaron Shoemaker
Updated over a week ago

Add/Edit Assets w/ Tablet App (June 22, 2015)

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Written by Aaron Shoemaker
Updated over a week ago

Multiple Deficiencies Per Quote (June 8, 2015)

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Written by Aaron Shoemaker
Updated over a week ago

New iOS Mobile App Version (May 11, 2015)

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Written by Aaron Shoemaker
Updated over a week ago

Calendar navigation on dispatch board and tablet (April 27, 2015)

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Written by Aaron Shoemaker
Updated over a week ago

Job items on services (April 13, 2015)

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Written by Aaron Shoemaker
Updated over a week ago

Tags on service opportunity report (March 30, 2015)

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Written by Aaron Shoemaker
Updated over a week ago

Service Template Library (March 2, 2015)

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Written by Aaron Shoemaker
Updated over a week ago

Location History (February 16, 2015)

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Written by Aaron Shoemaker
Updated over a week ago

Export Assets (February 2, 2015 )

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Written by Aaron Shoemaker
Updated over a week ago

Collaborate with subcontractors (January 19, 2015)

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Written by Aaron Shoemaker
Updated over a week ago

Track Customer Quote Views (January 5, 2015)

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Written by Aaron Shoemaker
Updated over a week ago
2014

The Right Paperwork for the Job (December 22, 2014)

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Written by Aaron Shoemaker
Updated over a week ago

Invoice Tagging (December 8, 2014)

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Written by Aaron Shoemaker
Updated over a week ago

Automatically Schedule Recurring Services (November 24, 2014)

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Written by Aaron Shoemaker
Updated over a week ago

Recurring services are even better (November 10, 2014)

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Written by Aaron Shoemaker
Updated over a week ago

Understand tech performance with the scorecard (October 27, 2014)

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Written by Aaron Shoemaker
Updated over a week ago

Fast customer creation w/ Google (October 13, 2014)

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Written by Aaron Shoemaker
Updated over a week ago

QuickBooks Online Integration (September 29, 2014)

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Written by Aaron Shoemaker
Updated over a week ago

Blank Paperwork Selector (September 15, 2014)

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Written by Aaron Shoemaker
Updated over a week ago

Estimated Service Duration (September 2, 2014)

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Written by Aaron Shoemaker
Updated over a week ago

Sales Tax Recommendation (August 18, 2014)

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Written by Aaron Shoemaker
Updated over a week ago

Adjust Company on Job (August 4, 2014)

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Written by Aaron Shoemaker
Updated over a week ago

Regions (July 22, 2014)

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Written by Aaron Shoemaker
Updated over a week ago

Scheduler Improvements (July 7, 2014)

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Written by Aaron Shoemaker
Updated over a week ago

Estimated Pricing (June 23, 2014)

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Written by Aaron Shoemaker
Updated over a week ago

Field Invoicing (June 9, 2014)

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Written by Aaron Shoemaker
Updated over a week ago

Add asset to service on job (May 27, 2014)

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Written by Aaron Shoemaker
Updated over a week ago

Purchase Order Numbers (May 12, 2014)

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Written by Aaron Shoemaker
Updated over a week ago

Job Description (April 28, 2014)

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Written by Aaron Shoemaker
Updated over a week ago

Real Time Updates for Clock Events (April 14, 2014)

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Written by Aaron Shoemaker
Updated over a week ago

Dispatch Board (March 20, 2014)

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Written by Aaron Shoemaker
Updated over a week ago

Fix/Add Clock Events on Jobs (March 3, 2014)

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Written by Aaron Shoemaker
Updated over a week ago

Add Your Logo to ServiceTrade Documents (February 18, 2014)

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Written by Aaron Shoemaker
Updated over a week ago

Create Quote Without Deficiency (February 4, 2014)

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Written by Aaron Shoemaker
Updated over a week ago

Assign Preferred Tech(s) to Services (January 20, 2014)

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Written by Aaron Shoemaker
Updated over a week ago

Capture Customer Signature with Tablets (January 6, 2014)

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Written by Aaron Shoemaker
Updated over a week ago
2013

Apply Contracts to Groups of Locations (December 16, 2013)

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Written by Aaron Shoemaker
Updated over a week ago

Technicians Can Use the Scheduler (December 2, 2013)

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Written by Aaron Shoemaker
Updated over a week ago

Add Disclaimer and Warranty (November 18, 2013)

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Written by Aaron Shoemaker
Updated over a week ago

Bulk Update Invoices (November 4, 2013)

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Written by Aaron Shoemaker
Updated over a week ago

Improved Item Management (October 21, 2013)

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Written by Aaron Shoemaker
Updated over a week ago

Integrate With More Systems (October 7, 2013)

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Written by Aaron Shoemaker
Updated over a week ago

Create Custom Permission Roles (September 23, 2013)

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Written by Aaron Shoemaker
Updated over a week ago

Attachment Thumbnails (September 9, 2013)

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Written by Aaron Shoemaker
Updated over a week ago

Send Quotes to Customers (August 26, 2013)

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Written by Aaron Shoemaker
Updated over a week ago

Job Tagging (August 12, 2013)

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Written by Aaron Shoemaker
Updated over a week ago

Technician Schedule Change Notification (July 29, 2013)

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Written by Aaron Shoemaker
Updated over a week ago

Multiple Techs on Appointments (July 5, 2013)

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Written by Aaron Shoemaker
Updated over a week ago

Deficiency and Quote Management (June 21, 2013)

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Written by Aaron Shoemaker
Updated over a week ago

Use Your Item Codes (June 7, 2013)

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Written by Aaron Shoemaker
Updated over a week ago

Location Tagging (May 27, 2013)

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Written by Aaron Shoemaker
Updated over a week ago

Upload Blank Paperwork (May 13, 2013)

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Written by Aaron Shoemaker
Updated over a week ago

Fix Mapping of Bad Addresses (April 29, 2013)

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Written by Aaron Shoemaker
Updated over a week ago

Recurring Services + Contact Management (April 8, 2013)

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Written by Aaron Shoemaker
Updated over a week ago

Service Opportunity Report (March 25, 2013)

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Written by Aaron Shoemaker
Updated over a week ago

Times in ServiceTrade Follow Time Zones (March 11, 2013)

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Written by Aaron Shoemaker
Updated over a week ago

Share Jobs w/ Subcontractor (February 25, 2013)

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Written by Aaron Shoemaker
Updated over a week ago

Print Job Summary (February 11, 2013)

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Written by Aaron Shoemaker
Updated over a week ago