Add Tags and Deficiencies to Assets

You may have cases where you need to organize or categorize the assets that you have under management for your customers.  To support this need, it's now possible to add tags to assets.  The asset list is then searchable by the tags that you added.  

To add a tag to an asset, simply view that asset and then click the "Edit Tags" link at the top of the page.

It's also possible to add deficiency reports directly to an asset.  To add a deficiency to an asset, scroll to the "Deficiencies" section of the asset page and click "Add Deficiency".

Hide Technicians on Dispatch Board

ServiceTrade customers who use the dispatch board frequently find that they want to focus on some, but not all, of the technicians in a particular office.  To support this need, it's now possible to hide individual technicians on the dispatch board.

To hide any technician's row on the dispatch board, simply hover your mouse over that technician's avatar on the left side of the page, then click the "hide" icon that appears.

Once you confirm that you want to hide that technician, their row will disappear from the dispatch board.

To restore hidden rows, click the "Show All Techs" button in the upper right corner of each office's display:

The hidden tech rows will then reappear as grayed-out rows on the dispatch board. Hover your mouse over the technician that you want to restore, then click the "show" icon that appears.

You can hide as many or as few technicians as you like under any office.

List Improvements

We've added the following improvements to our list searches:

  • Search for multiple job types on the invoice list
  • Search for multiple technicians on the invoice list
  • Search for multiple technicians on the job list
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