Web App Release Notes

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

Written by Brian Smithwick
Updated this week

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 this week

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

Salesperson Assignment on Service Opportunities; Manage Job Vendor Bill Attachments (December 19, 2018)

Written by Brian Smithwick
Updated over a week ago

Salesperson Tracking (December 11, 2018)

Written by Brian Smithwick
Updated over a week ago

New Contract Page Available for Beta Testing! (November 27, 2018)

Try out ServiceTrade's new contract page

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

More Options when Canceling Appointments

Written by Aaron Shoemaker
Updated over a week ago

Dashboard Technician Current Location Filter, More Job List Exception Searches (October 2, 2018)

Written by Brian Smithwick
Updated over a week ago

Appointment List, Bulk Assignment of Job Owners, Improved Invoice Notes, and More (September 17, 2018)

Written by Brian Smithwick
Updated over a week ago

New Job Types (August 21, 2018)

Written by Brian Smithwick
Updated over a week ago

Advanced Contact Management (September 6, 2018)

Written by Brian Smithwick
Updated over a week ago

Require Purchase Orders for Quote Approvals (August 6, 2018)

Written by Brian Smithwick
Updated over a week ago

Item List No Longer Requires Service Lines; QuickBooks Classes (July 23, 2018)

Written by Brian Smithwick
Updated over a week ago

Advanced Labor Cost Management; Job List Improvements (July 9, 2018)

Written by Brian Smithwick
Updated over a week ago

Advanced Dashboard Filtering, Deficiency Owners, Send Work Acknowledgments to Contacts, Add Multiple Quotes to the Same Job (June 25, 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

Search Deficiencies by Job Type (May 14, 2018)

Written by Brian Smithwick
Updated over a week ago

New Job Page Available for Beta Testing! (May 7, 2018)

Try out ServiceTrade's new job page

Written by Brian Smithwick
Updated over a week ago

Custom Branding (April 12, 2018)

Written by Brian Smithwick
Updated over a week ago

Searchable Job Clock Events List, Manage Available Asset Types (January 23, 2018)

Written by Brian Smithwick
Updated over a week ago

Searchable Job Item List and In-Person Approvals of Field Quotes (January 3, 2018)

Written by Brian Smithwick
Updated over a week ago

Time & Materials Quotes, Printable Service Links, Job Syncing to QuickBooks, Release Jobs from Service Opportunities, and More (December 11, 2017)

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

Create Quote from Deficiency in Tablet (November 13, 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

Add Jobs for New Customers in Tablet (October 2, 2017)

Written by Brian Smithwick
Updated over a week ago

Add Contacts in Tablet; Quote Template T&Cs; Email Messages in History; More Job Search Options; Auto-Sync Jobs to Sage Intacct (September 18, 2017)

Written by Brian Smithwick
Updated over a week ago

Contacts Can Have Multiple Phone Numbers; Sync Jobs to Sage Intacct Projects; Contract Improvements (September 5, 2017)

Written by Brian Smithwick
Updated over a week ago

Locations Can Be Charged Sales Tax by Default; Email Bounce Notifications Include Message Content (August 21, 2017)

Written by Brian Smithwick
Updated over a week ago

Add Jobs in Tablet (August 7, 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

Techs can View/Edit Tags in Tablet; Job Item Used On Dates; Add Deficiencies Directly to Jobs (July 11, 2017)

Written by Brian Smithwick
Updated over a week ago

Service Editing and Deficiencies in Tablet, Profitability and Estimated vs Actual Revenue Analysis, Contract Start Dates, and More (June 19, 2017)

Written by Brian Smithwick
Updated over a week ago

Schedule Appointments and Copy Assets in Tablet, Larger Estimated Durations, Intacct Location Dimension Maps to Job Office (June 5, 2017)

Written by Brian Smithwick
Updated over a week ago

Cost Markup Price Rules, Only Job Assets on Blank Paperwork (May 23, 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

More Invoicing Flexibility and Multiple Invoices for Jobs, Show Fixed Deficiencies in Service Link (April 24, 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

Location Info in Tablet, Quote Names, More Intacct Customer Mapping Options (March 27, 2017)

Written by Brian Smithwick
Updated over a week ago

Configurable Terms And Conditions, View Services for Assets, and Intacct Projects (March 16, 2017)

Written by Brian Smithwick
Updated over a week ago

Add Attachments and Quotes to Assets, View Attachments in Tablet Service History, Intacct Classes (February 27, 2017)

Written by Brian Smithwick
Updated over a week ago

Add Tags and Deficiencies to Assets, Hide Technicians on Dispatch Board, List Improvements (February 13, 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

Asset List Export (January 4, 2017)

Written by Aaron Shoemaker
Updated over a week ago

Asset Service History and Other Details, Deactivate and Replace Assets in Technician Tablet App, Better Customer PO Visibility for Quotes (December 19, 2016)

Written by Aaron Shoemaker
Updated over a week ago

Searchable Asset List (December 20, 2016)

Written by Aaron Shoemaker
Updated over a week ago

ServiceTrade for iOS 1.7.2

Written by Aaron Shoemaker
Updated over a week ago

Deficiency Notification Improvements; Improved Quote Template Interface (December 5, 2016)

Written by Aaron Shoemaker
Updated over a week ago

Adjust the Order of Assets, Quote Display of Parts without Prices, and More (November 22, 2016)

Written by Aaron Shoemaker
Updated over a week ago

Invoice attachment type, Service Opportunity improvements, View contracts for locations (November 7, 2016)

Written by Aaron Shoemaker
Updated over a week ago

Pre-Work Authorization in Tablet, Service History Details in Tablet, Dispatch Board and Tech Scorecard Improvements (October 25, 2016)

Written by Aaron Shoemaker
Updated over a week ago

Asset History and Clickable Links in Tablet, Office-specific Logos, Search Improvements (October 10, 2016)

Written by Aaron Shoemaker
Updated over a week ago

Release from Job Page; Improved Regions Capabilities; Revenue on Tech Scorecard; and More! (August 30, 2016)

Written by Aaron Shoemaker
Updated over a week ago

Quote Costing and Gross Margins; Copy Quote Attachments to Jobs (August 14, 2016)

Written by Aaron Shoemaker
Updated over a week ago

Add Quoted Work to Existing Jobs; Better Job Item Handling in Tablet; Company-level Comment Cascading; Send Service Reviews from Job Page (August 1, 2016)

Written by Aaron Shoemaker
Updated over a week ago

Job Item Costs and Gross Margins, Make Changes to Submitted Quotes (July 18, 2016)

Written by Aaron Shoemaker
Updated over a week ago

Invoice History, Tablet Asset Search/Filter, and QuickBooks Pending Invoices (July 5, 2016)

Written by Aaron Shoemaker
Updated over a week ago

Estimated Price Permission and QuickBooks Print/Email Preference (June 20, 2016)

Written by Aaron Shoemaker
Updated over a week ago

QuickBooks Improvements: Rep, Transaction Date, and Ship Date settings (June 6, 2016)

Written by Aaron Shoemaker
Updated over a week ago

Hide Nearby Jobs from Unassigned Technicians (May 23, 2016)

Written by Aaron Shoemaker
Updated over a week ago

Service Link - Add a New Contact Directly in the Configuration Window (May 9, 2016)

Written by Aaron Shoemaker
Updated over a week ago

Service Link Views in Job History & More Quote Stuff (April 11, 2016)

Written by Aaron Shoemaker
Updated over a week ago

Lots of Quote Stuff (March 28, 2016)

Written by Aaron Shoemaker
Updated over a week ago

New Work Acknowledgement Recipients Automatically Get Added to Contacts (March 14, 2016)

Written by Aaron Shoemaker
Updated over a week ago

Beautified Email Templates (March 2, 2016)

Written by Aaron Shoemaker
Updated over a week ago

Service Reviews: Tablet Pre-Fills Information for Review Requests (February 16, 2016)

Written by Aaron Shoemaker
Updated over a week ago

Quote Improvements, QB Default Settings, Deficiency Notification Improvement (February 1, 2016)

Written by Aaron Shoemaker
Updated over a week ago

Improvements to individual asset name listings.

Written by Aaron Shoemaker
Updated over a week ago

Link Included in Work Acknowledgement Email (Job Summary Page)

Written by Aaron Shoemaker
Updated over a week ago

Share Deficiency Documentation via Service Link (December 22, 2015)

Written by Aaron Shoemaker
Updated over a week ago

Office Specific Blank Paperwork Rules (December 7, 2015)

Written by Aaron Shoemaker
Updated over a week ago

Send Service Link from Job Page (November 23, 2015)

Written by Aaron Shoemaker
Updated over a week ago

Set Default Visibility for Attachments, Deficiencies, & Comments (November 10, 2015)

Written by Aaron Shoemaker
Updated over a week ago

Job Page Upgrades - Blank Paperwork, Assets, Owner (October 26, 2015)

Written by Aaron Shoemaker
Updated over a week ago

Edit Customer Visibility of Attachments when Uploading Documentation (October 13, 2015)

Written by Aaron Shoemaker
Updated over a week ago

Warning Message when Completing a Job with Open Clock Events (September 30, 2015)

Written by Aaron Shoemaker
Updated over a week ago

Item 'Taxability Status' Syncs to QuickBooks Online (August 31, 2015)

Written by Aaron Shoemaker
Updated over a week ago

Default Set Item Taxability (August 18, 2015)

Written by Aaron Shoemaker
Updated over a week ago

Notification when a Customer views a Quote (August 17, 2015)

Written by Aaron Shoemaker
Updated over a week ago

Increased quote detail (August 5, 2015)

Written by Aaron Shoemaker
Updated over a week ago

Upload multiple files (July 22, 2015)

Written by Aaron Shoemaker
Updated over a week ago

Add/Edit Assets w/ Tablet App (June 22, 2015)

Written by Aaron Shoemaker
Updated over a week ago

Multiple Deficiencies Per Quote (June 8, 2015)

Written by Aaron Shoemaker
Updated over a week ago

New iOS Mobile App Version (May 11, 2015)

Written by Aaron Shoemaker
Updated over a week ago

Calendar navigation on dispatch board and tablet (April 27, 2015)

Written by Aaron Shoemaker
Updated over a week ago

Job items on services (April 13, 2015)

Written by Aaron Shoemaker
Updated over a week ago

Tags on service opportunity report (March 30, 2015)

Written by Aaron Shoemaker
Updated over a week ago

Service Template Library (March 2, 2015)

Written by Aaron Shoemaker
Updated over a week ago

Location History (February 16, 2015)

Written by Aaron Shoemaker
Updated over a week ago

Export Assets (February 2, 2015 )

Written by Aaron Shoemaker
Updated over a week ago

Collaborate with subcontractors (January 19, 2015)

Written by Aaron Shoemaker
Updated over a week ago

Track Customer Quote Views (January 5, 2015)

Written by Aaron Shoemaker
Updated over a week ago

The Right Paperwork for the Job (December 22, 2014)

Written by Aaron Shoemaker
Updated over a week ago

Invoice Tagging (December 8, 2014)

Written by Aaron Shoemaker
Updated over a week ago

Automatically Schedule Recurring Services (November 24, 2014)

Written by Aaron Shoemaker
Updated over a week ago

Recurring services are even better (November 10, 2014)

Written by Aaron Shoemaker
Updated over a week ago

Understand tech performance with the scorecard (October 27, 2014)

Written by Aaron Shoemaker
Updated over a week ago

Fast customer creation w/ Google (October 13, 2014)

Written by Aaron Shoemaker
Updated over a week ago

QuickBooks Online Integration (September 29, 2014)

Written by Aaron Shoemaker
Updated over a week ago

Blank Paperwork Selector (September 15, 2014)

Written by Aaron Shoemaker
Updated over a week ago

Estimated Service Duration (September 2, 2014)

Written by Aaron Shoemaker
Updated over a week ago

Sales Tax Recommendation (August 18, 2014)

Written by Aaron Shoemaker
Updated over a week ago

Adjust Company on Job (August 4, 2014)

Written by Aaron Shoemaker
Updated over a week ago

Regions (July 22, 2014)

Written by Aaron Shoemaker
Updated over a week ago

Scheduler Improvements (July 7, 2014)

Written by Aaron Shoemaker
Updated over a week ago

Estimated Pricing (June 23, 2014)

Written by Aaron Shoemaker
Updated over a week ago

Field Invoicing (June 9, 2014)

Written by Aaron Shoemaker
Updated over a week ago

Add asset to service on job (May 27, 2014)

Written by Aaron Shoemaker
Updated over a week ago

Purchase Order Numbers (May 12, 2014)

Written by Aaron Shoemaker
Updated over a week ago

Job Description (April 28, 2014)

Written by Aaron Shoemaker
Updated over a week ago

Real Time Updates for Clock Events (April 14, 2014)

Written by Aaron Shoemaker
Updated over a week ago

Dispatch Board (March 20, 2014)

Written by Aaron Shoemaker
Updated over a week ago

Fix/Add Clock Events on Jobs (March 3, 2014)

Written by Aaron Shoemaker
Updated over a week ago

Add Your Logo to ServiceTrade Documents (February 18, 2014)

Written by Aaron Shoemaker
Updated over a week ago

Create Quote Without Deficiency (February 4, 2014)

Written by Aaron Shoemaker
Updated over a week ago

Assign Preferred Tech(s) to Services (January 20, 2014)

Written by Aaron Shoemaker
Updated over a week ago

Capture Customer Signature with Tablets (January 6, 2014)

Written by Aaron Shoemaker
Updated over a week ago

Apply Contracts to Groups of Locations (December 16, 2013)

Written by Aaron Shoemaker
Updated over a week ago

Technicians Can Use the Scheduler (December 2, 2013)

Written by Aaron Shoemaker
Updated over a week ago

Add Disclaimer and Warranty (November 18, 2013)

Written by Aaron Shoemaker
Updated over a week ago

Bulk Update Invoices (November 4, 2013)

Written by Aaron Shoemaker
Updated over a week ago

Improved Item Management (October 21, 2013)

Written by Aaron Shoemaker
Updated over a week ago

Integrate With More Systems (October 7, 2013)

Written by Aaron Shoemaker
Updated over a week ago

Create Custom Permission Roles (September 23, 2013)

Written by Aaron Shoemaker
Updated over a week ago

Attachment Thumbnails (September 9, 2013)

Written by Aaron Shoemaker
Updated over a week ago

Send Quotes to Customers (August 26, 2013)

Written by Aaron Shoemaker
Updated over a week ago

Job Tagging (August 12, 2013)

Written by Aaron Shoemaker
Updated over a week ago

Technician Schedule Change Notification (July 29, 2013)

Written by Aaron Shoemaker
Updated over a week ago

Multiple Techs on Appointments (July 5, 2013)

Written by Aaron Shoemaker
Updated over a week ago

Deficiency and Quote Management (June 21, 2013)

Written by Aaron Shoemaker
Updated over a week ago

Use Your Item Codes (June 7, 2013)

Written by Aaron Shoemaker
Updated over a week ago

Location Tagging (May 27, 2013)

Written by Aaron Shoemaker
Updated over a week ago

Upload Blank Paperwork (May 13, 2013)

Written by Aaron Shoemaker
Updated over a week ago

Fix Mapping of Bad Addresses (April 29, 2013)

Written by Aaron Shoemaker
Updated over a week ago

Recurring Services + Contact Management (April 8, 2013)

Written by Aaron Shoemaker
Updated over a week ago

Service Opportunity Report (March 25, 2013)

Written by Aaron Shoemaker
Updated over a week ago

Times in ServiceTrade Follow Time Zones (March 11, 2013)

Written by Aaron Shoemaker
Updated over a week ago

Share Jobs w/ Subcontractor (February 25, 2013)

Written by Aaron Shoemaker
Updated over a week ago

Print Job Summary (February 11, 2013)

Written by Aaron Shoemaker
Updated over a week ago