Group 65
Go to ServiceTrade
All Collections
Web App Release Notes
Web App Release Notes
New features and other announcements.
66 articles in this collection
Written by
Brian Smithwick
More Invoice Details on Job Page, Additional Clock Event List Search Options, and More (February 16, 2021)
Written by
Brian Smithwick
Updated over a week ago
Accept Customer Payments Online, Invoice Links in Your Customer Portal, and More (February 2, 2021)
Written by
Brian Smithwick
Updated over a week ago
Quote Office Assignments
Written by
Brian Smithwick
Updated over a week ago
Company History; Map Scheduler Office Filtering Improvements (January 7, 2021)
Written by
Brian Smithwick
Updated over a week ago
Custom Descriptions for Invoice Items; Account Settings API (December 16, 2020)
Written by
Brian Smithwick
Updated over a week ago
Quote List and API Improvements (December 2, 2020)
Written by
Brian Smithwick
Updated over a week ago
Invoice Link, Invoice Payment Tracking, and More (November 19, 2020)
Written by
Brian Smithwick
Updated over a week ago
Customizable Ad-Hoc Item Type; Better Due Date Handling When Adding Jobs; Invoice Opportunities Improvements (October 27, 2020)
Written by
Brian Smithwick
Updated over a week ago
Invoice Draft Status and Initial Invoice Status Account Setting (September 29, 2020)
Written by
Brian Smithwick
Updated over a week ago
Invoice Due Dates and Payment Terms, New Invoice Page Available for Beta Testing, and More (September 15, 2020)
Written by
Brian Smithwick
Updated over a week ago
Office-Specific Remit To Addresses on Invoices (August 25, 2020)
Written by
Brian Smithwick
Updated over a week ago
Invoice Office Assignments; Users Can Have Default Warehouses (August 11, 2020)
Written by
Brian Smithwick
Updated over a week ago
Invoice Terms & Conditions (July 28, 2020)
Written by
Brian Smithwick
Updated over a week ago
"Line Item Type with Detail" Invoice Visibility Level; More Line Item Types; More Brand Info on Invoices (July 21, 2020)
Written by
Brian Smithwick
Updated over a week ago
More Options When Assigning Services to Jobs; Emailed Invoice Improvements (June 16, 2020)
Written by
Brian Smithwick
Updated over a week ago
More Quote and Invoice Visibility Levels; User Management Enhancements; and More (June 2, 2020)
Written by
Brian Smithwick
Updated over a week ago
Account Preference for Location Taxability; Handle Recurring Invoices when Deactivating a Service Contract (May 19, 2020)
Written by
Brian Smithwick
Updated over a week ago
Automatic Contract Selection on Quote Creation; Job Item List Improvements (May 7, 2020)
Written by
Brian Smithwick
Updated over a week ago
Service Contract Invoice Notes (April 29, 2020)
Written by
Brian Smithwick
Updated over a week ago
Invoice Visibility Levels (April 9, 2020)
Written by
Brian Smithwick
Updated over a week ago
Search Invoice List for Recurring Invoices; Contract Selection Improvements (March 31, 2020)
Written by
Brian Smithwick
Updated over a week ago
Bulk Send Quotes and Service Links to Specific Contact Types; Send to Existing Contacts; More Flexible Estimated Durations (March 17, 2020)
Written by
Brian Smithwick
Updated over a week ago
Better Handling of Deficiency Fixes; Additional Job Item Search Options (March 3 2020)
Written by
Brian Smithwick
Updated over a week ago
Create Multi-Day Appointments (February 5, 2020)
Written by
Brian Smithwick
Updated over a week ago
Deactivating a Service Contract can Cancel Associated Jobs, Quotes, and Services (January 28, 2020)
Written by
Brian Smithwick
Updated over a week ago
Service Request API improvements; Bugfixes and performance enhancements (January 7, 2020)
Written by
Brian Smithwick
Updated over a week ago
Job and Quote API Endpoints Automatically Use Contract Terms and Conditions (December 23, 2019)
Written by
Brian Smithwick
Updated over a week ago
Job Office Assignments; Contract Total Revenue (December 18, 2019)
Written by
Brian Smithwick
Updated over a week ago
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 (October 29, 2019)
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
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
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
Warehouse Job Item Sources; Invoice Notes Quick Add Shortcuts (November 28, 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
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
More Contract Capabilities, Asset History, Quote Preferred Techs (May 9, 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
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