Adjust the Order of Assets

Previously, assets in ServiceTrade were always displayed in the order that they were created. Over time, as assets were added and replaced, this led to mismatches between the correct order of assets (as you would find them in a customer location) and the order in which those assets were displayed in ServiceTrade.

You can now adjust the order of assets within each asset type group. The order that you select governs all asset displays in all components of ServiceTrade: the location and job page, the appointment page in the technician tablet application, the blank paperwork cover page, and fillable blank paperwork.

To adjust the order of a location's assets, simply go to the location page, open Assets, and scroll to the section for the type of assets whose order you want to adjust. Then, click and drag the asset that you want to move into its new position:

The ability to reorder assets is currently available only on the location page in the main ServiceTrade web application.

Quote Display of Parts without Prices

ServiceTrade now offers three levels of customer visibility to parts and labor details on quotes: "Line Items with Prices" (which shows your customer a unit price for each item on your quote), "Grand Total Only" (which shows your customer a grand total price, but no line item details), and now a new, third option: "Line Items with Grand Total Only".

This new option shows your customer some details about the line items on your quote, but does not reveal the unit prices for those items. Only a grand total price is displayed. When you select this option for your quotes, the line items that your customer sees on the quote approval and quote print pages looks like this:

Quote Viewed Notification Improvements

You can now subscribe to quote viewed notifications at several different levels of scope: "All quotes" (when any quote in your account is viewed) , "Quotes for my office" (when quotes for locations serviced by your office are viewed), and "Only my quotes" (when quotes to which you are assigned are viewed).

Search Deficiency List by Found On Date

You can now search the deficiency list for deficiencies that were initially discovered in a given date range, by using the "Found On" date range selectors on the deficiency list.

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