Quote Attachment Visibility Prompt

When uploading attachments to quotes, now when you click Upload Files, a window -- identical to the default visibility window that appears when uploading job documentation -- will appear.

This allows you to control what attachments on quotes you want to remain internal (i.e. "Your company only"), and what you want to share with your customer when you send them the quote (i.e. "Public").

Service Reviews - Tablet Pre-Fills Information for Review Requests

For techs with companies using our new 'Service Review' feature, there are now autofill buttons on the Work Acknowledgement that will automatically enter pertinent information into the tech's review request.

Tapping any of the blue "Quick add" buttons will autofill the description field with the selected information.

QuickBooks Desktop Canada - WebConnector Sends Tax Info

For Canadian QuickBooks Desktop users, our WebConnector integration is capable of sending applicable tax information -- along with the customer, job, and invoice.

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