Web App Release Notes

New features and other announcements.

Brian Smithwick avatar
69 articles in this collection
Written by Brian Smithwick

Quote Items can be Associated with Services, Bulk Send Invoices to Accounting System, and Cost Details on Invoice Items

Brian Smithwick avatar
Written by Brian Smithwick
Updated over a week ago

Bulk Update and Send Invoices, QuickBooks Integration Improvements, and More (March 2, 2021)

Brian Smithwick avatar
Written by Brian Smithwick
Updated over a week ago

More Invoice Details on Job Page, Additional Clock Event List Search Options, and More (February 16, 2021)

Brian Smithwick avatar
Written by Brian Smithwick
Updated over a week ago

Invoice Print/PDF Layout Improvements (March 11, 2021)

Brian Smithwick avatar
Written by Brian Smithwick
Updated over a week ago

Accept Customer Payments Online, Invoice Links in Your Customer Portal, and More (February 2, 2021)

Brian Smithwick avatar
Written by Brian Smithwick
Updated over a week ago

Quote Office Assignments

Brian Smithwick avatar
Written by Brian Smithwick
Updated over a week ago

Company History; Map Scheduler Office Filtering Improvements (January 7, 2021)

Brian Smithwick avatar
Written by Brian Smithwick
Updated over a week ago

Custom Descriptions for Invoice Items; Account Settings API (December 16, 2020)

Brian Smithwick avatar
Written by Brian Smithwick
Updated over a week ago

Quote List and API Improvements (December 2, 2020)

Brian Smithwick avatar
Written by Brian Smithwick
Updated over a week ago

Invoice Link, Invoice Payment Tracking, and More (November 19, 2020)

Brian Smithwick avatar
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)

Brian Smithwick avatar
Written by Brian Smithwick
Updated over a week ago

Invoice Draft Status and Initial Invoice Status Account Setting (September 29, 2020)

Brian Smithwick avatar
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)

Brian Smithwick avatar
Written by Brian Smithwick
Updated over a week ago

Office-Specific Remit To Addresses on Invoices (August 25, 2020)

Brian Smithwick avatar
Written by Brian Smithwick
Updated over a week ago

Invoice Office Assignments; Users Can Have Default Warehouses (August 11, 2020)

Brian Smithwick avatar
Written by Brian Smithwick
Updated over a week ago

Invoice Terms & Conditions (July 28, 2020)

Brian Smithwick avatar
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)

Brian Smithwick avatar
Written by Brian Smithwick
Updated over a week ago

More Options When Assigning Services to Jobs; Emailed Invoice Improvements (June 16, 2020)

Brian Smithwick avatar
Written by Brian Smithwick
Updated over a week ago

More Quote and Invoice Visibility Levels; User Management Enhancements; and More (June 2, 2020)

Brian Smithwick avatar
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)

Brian Smithwick avatar
Written by Brian Smithwick
Updated over a week ago

Automatic Contract Selection on Quote Creation; Job Item List Improvements (May 7, 2020)

Brian Smithwick avatar
Written by Brian Smithwick
Updated over a week ago

Service Contract Invoice Notes (April 29, 2020)

Brian Smithwick avatar
Written by Brian Smithwick
Updated over a week ago

Invoice Visibility Levels (April 9, 2020)

Brian Smithwick avatar
Written by Brian Smithwick
Updated over a week ago

Search Invoice List for Recurring Invoices; Contract Selection Improvements (March 31, 2020)

Brian Smithwick avatar
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)

Brian Smithwick avatar
Written by Brian Smithwick
Updated over a week ago

Better Handling of Deficiency Fixes; Additional Job Item Search Options (March 3 2020)

Brian Smithwick avatar
Written by Brian Smithwick
Updated over a week ago

Create Multi-Day Appointments (February 5, 2020)

Brian Smithwick avatar
Written by Brian Smithwick
Updated over a week ago

Deactivating a Service Contract can Cancel Associated Jobs, Quotes, and Services (January 28, 2020)

Brian Smithwick avatar
Written by Brian Smithwick
Updated over a week ago

Service Request API improvements; Bugfixes and performance enhancements (January 7, 2020)

Brian Smithwick avatar
Written by Brian Smithwick
Updated over a week ago

Job and Quote API Endpoints Automatically Use Contract Terms and Conditions (December 23, 2019)

Brian Smithwick avatar
Written by Brian Smithwick
Updated over a week ago

Job Office Assignments; Contract Total Revenue (December 18, 2019)

Brian Smithwick avatar
Written by Brian Smithwick
Updated over a week ago

Search Invoices by Contract; Contact External IDs (December 4, 2019)

Brian Smithwick avatar
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)

Brian Smithwick avatar
Written by Brian Smithwick
Updated over a week ago

Job Gross Margins; Contract Review Dates; Contract Terms and Conditions (October 15, 2019)

Brian Smithwick avatar
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)

Brian Smithwick avatar
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)

Brian Smithwick avatar
Written by Brian Smithwick
Updated over a week ago

Preferred Vendors, Updating Recurring Services on Jobs and Quotes, and More (September 17, 2019)

Brian Smithwick avatar
Written by Brian Smithwick
Updated over a week ago

Recurring Invoices (September 3, 2019)

Brian Smithwick avatar
Written by Brian Smithwick
Updated over a week ago

Contract and New Location Page Improvements (August 20, 2019)

Brian Smithwick avatar
Written by Brian Smithwick
Updated over a week ago

Job Items can be Associated with Services (August 13, 2019)

Brian Smithwick avatar
Written by Brian Smithwick
Updated over a week ago

Location and Quote Page Improvements; User API Improvements (July 18, 2019)

Brian Smithwick avatar
Written by Brian Smithwick
Updated over a week ago

Tags on Dispatch Board, API Improvements (July 2, 2019)

Brian Smithwick avatar
Written by Brian Smithwick
Updated over a week ago

New Location Page Available for Beta Testing! (June 24, 2019)

Brian Smithwick avatar
Written by Brian Smithwick
Updated over a week ago

Alternate Customer Contracts (May 23, 2019)

Brian Smithwick avatar
Written by Brian Smithwick
Updated over a week ago

Contract Inheritance View (May 22, 2019)

Brian Smithwick avatar
Written by Brian Smithwick
Updated over a week ago

Item-Specific Cost Markup Rules in Service Contracts (May 14, 2019)

Brian Smithwick avatar
Written by Brian Smithwick
Updated over a week ago

Service Link Improvements, Search and Filter Attachments, Blank Paperwork Improvements (May 7, 2019)

Brian Smithwick avatar
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)

Brian Smithwick avatar
Written by Brian Smithwick
Updated over a week ago

Assign Services to Contracts, Branding Improvements, and More (April 9, 2019)

Brian Smithwick avatar
Written by Brian Smithwick
Updated over a week ago

Salesperson Notifications and Accounting Integrations, Service Contract Improvements, and More (March 27, 2019)

Brian Smithwick avatar
Written by Brian Smithwick
Updated over a week ago

Assign a Contract When Creating a Job (March 19, 2019)

Brian Smithwick avatar
Written by Brian Smithwick
Updated over a week ago

More Contract Functionality, Customer Search by Office, and More (March 12, 2019)

Brian Smithwick avatar
Written by Brian Smithwick
Updated over a week ago

Overlapping Appointments on Dispatch Board, Contract Improvements, and More (February 26, 2019)

Brian Smithwick avatar
Written by Brian Smithwick
Updated over a week ago

Quoting Improvements (February 12, 2019)

Brian Smithwick avatar
Written by Brian Smithwick
Updated over a week ago

Send Quotes in Bulk; Assign Salesperson to Quotes in the Field (February 5, 2019)

Brian Smithwick avatar
Written by Brian Smithwick
Updated over a week ago

Salesperson Assignments for Deficiencies and Service Contracts; API Improvements (January 29, 2019)

Brian Smithwick avatar
Written by Brian Smithwick
Updated over a week ago

Appointment and Clock Event List Improvements, Deficiency Page Shows Canceled Quotes (January 15, 2019)

Brian Smithwick avatar
Written by Brian Smithwick
Updated over a week ago

Parts Purchasing Management, QuickBooks Online Classes, and More (January 2, 2019)

Brian Smithwick avatar
Written by Brian Smithwick
Updated over a week ago

Send Service Links in Bulk, Search and Filter by Job Owner (October 30, 2018)

Brian Smithwick avatar
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)

Brian Smithwick avatar
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)

Brian Smithwick avatar
Written by Brian Smithwick
Updated over a week ago

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

Brian Smithwick avatar
Written by Brian Smithwick
Updated over a week ago

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

Brian Smithwick avatar
Written by Brian Smithwick
Updated over a week ago

Job Item Sources (October 16, 2017)

Brian Smithwick avatar
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)

Brian Smithwick avatar
Written by Brian Smithwick
Updated over a week ago

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

Brian Smithwick avatar
Written by Brian Smithwick
Updated over a week ago

Default Visibility for Job Items (April 10, 2017)

Brian Smithwick avatar
Written by Brian Smithwick
Updated over a week ago

Subassets, Asset Editing Improvements (January 30, 2017)

Brian Smithwick avatar
Written by Brian Smithwick
Updated over a week ago

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

Brian Smithwick avatar
Written by Brian Smithwick
Updated over a week ago