Web App Release Notes

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

Written by Brian Smithwick
Updated over a week ago

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

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)

Written by Brian Smithwick
Updated over a week ago

Invoice Print/PDF Layout Improvements (March 11, 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