December 22, 2014
- Blank paperwork rule can match based on text in service description
- Blank paperwork can populate with office information
- "Preferred Technician" is default selection on Service Opportunity Report
- Invoice creation with large contracts is faster
- Recurring service import and export updated to match new rules
- Global search finds companies and users by external ID
December 8, 2014
- Job item export
- Invoice tagging
- QuickBooks Online integration updated to enhance statement creation
- QuickBooks Desktop integration updated to populate "Company" field in QuickBooks
- Location and company external ID's included in exports
November 24, 2014
- Automatically schedule recurring services by setting start time
- Assign contract to single location
- Delete company record
- Invoice creation speed improved
- External ID's for locations
- Converting from QuickBooks Desktop to QuickBooks Online simplified
November 10, 2014
- More flexible recurring services due windows
October 27, 2014
- Tech Scorecard - summary of technician clock in/out time
- Search item list
- Job list schedule date search improved
- More blank paperwork fillable field options
October 13, 2014
- Quoting improvements
- Location and company edit pages use Google
- Subcontracted jobs default company set to contracting company
September 29, 2014
- QuickBooks Online integration
- Estimated duration import
September 15, 2014
- Blank paperwork selector in tablet
- Invoice export includes job tags, job service lines, job type, and job number columns
- Dispatch swim-lanes only display events for that tech
September 2, 2014
- Estimated service duration
- Markdown editor for terms and conditions
- Guided walkthroughs
- Delete locations with no data
- New filters on quote list
- Global search returns and searchable by purchase order number
- Google maps used for address geolocating
August 18, 2014
- Sales tax recommendation based on zip code
- Quote improvements
- Terms and conditions
- Text in email to customer updated
- Print layout improved
- Tablet blank paperwork does not include job cover sheet
August 4, 2014
- Sales tax on invoices
- Job page top section improvements
- Display company information
- Job company adjustable
- Updated interface
- Quote improvements
- More job types available
- Due date required when creating job from quote
- Customer view improvements:
- "Reject" button removed
- Office information displays instead of company information
- Service line and item type do not display
- Taxable flag displays
- Inoperable deficiency notification includes office information and service line
- Invoice item auto-completer speed improvement
- Assets can be deactivated
- More invoice view permissions
July 22, 2014
- Regions
- Add sales tax to field invoices
- Sales tax included in invoice export
July 7, 2014
- Scheduler updates
- View and filter by tags
- View and filter by estimated job price
- Filter menu does open every time Scheduler is opened
- "Overdue" section on Dispatch Board
- Search job list by jobs subcontracted to my company
- Asset information can pre-populate blank paperwork
- Service Opportunity Report searchable by quoted services
June 23, 2014
- Estimated pricing for services and jobs
- Define QuickBooks Desktop mapping
- Job list sorting
- Appointment update notifications sent to techs when jobs are released/unreleased
- External integration IDs for users
June 9, 2014
- Invoicing in the field
- BETA - Technician Scorecard
- Webhooks (for advanced system integrations)
- Search invoice list for invoices created by techs
- Estimated price for recurring and one time services
- Select All/Deselect All toggle for techs on Scheduler
- Unassigned and scheduled appointments in Dispatch Board
May 27, 2014
- Location asset can be selected when editing or adding a service to a job
- Permission to export data can be controlled for each list
May 12, 2014
- Scheduler search, filter, and speed improvements
- Purchase Order numbers can be added to jobs
- Dispatch Board saves searches
- Comments in the Dispatch Board appointment details
- Blank paperwork can be added for specific locations
- Tags on deficiencies
- Permission to prevent users from adding new tags
- Users can set their own time zone
- Work Acknowledgement no longer includes tech's phone number
- Easier tech navigation back on tablet
- Work Acknowledgement sent to customer email address
- Invoice number and amount on location job list
April 28, 2014
- Add job description in addition to services
- Detailed job export that includes individual tech clock times
- Global search searches for contacts
- Detail location export includes next due date
- Add/change subcontractor on a job after it is created
- Real-time update attachments and deficiency on update of Dispatch Board
- PDF thumbnails included on work acknowledgement
- From name and address sent from ServiceTrade set to user's email address
- Invoice amount displays on location job list
- Canceled services and appointments don't display on job list or location job list
- Quote print view improved
- Invoice export includes job number and job type
- Quote amount displays on location and deficiency pages
- Default time (8:00 AM) and duration (1 hr) when manually setting time for an appointment
April 14, 2014
- Select job types for account
- Real-time updates for clock events on Dispatch Board
- Dispatch Board: available jobs filtering
- Export recurring service details from Location list
- Next service due for recurring service is always available
- Dashboard load speed improved
- Search job list for jobs that are completed, but not invoiced
- Appointments currently being edited in Dispatch Board cannot be edited by another user in the Dispatch Board
- Edit order of invoice items
March 20, 2014
- Dispatch Board
- Notes and PO from ServiceTrade invoice sent to QuickBooks invoice memo and PO fields
March 3, 2014
- BETA - Dispatch Board
- Fix/Add clock events on jobs in web application
- Blank paperwork populates with job information
- Office included on exports
February 18, 2014
- Add your company's logo to important documents
- Access blank paperwork in tablet application
- Additional details about selected job in the right side pane of Scheduler
February 4, 2014
- Create Quote without deficiency
- New job types (Delivery, Installation, Preventative Maintenance, Sales)
- Service Opportunity report sorted alphabetically
- Deficiencies have service lines
- Limit invoice by service line
- Quick add another item when building work acknowledgement
- Import preferred tech on recurring services
- Search and filter item list
- Import preferred tech on recurring services
January 20, 2014
- Assign preferred tech to services
- Filter by Office on the Dashboard
- Filter quote and deficiency list by office
- Filter job list to jobs that are scheduled for which all appointments are marked complete
January 6, 2014
- Tablet work acknowledgment
- Preferred technicians for recurring services
- Search contract list by expiration date
- Full name not required for contacts
- Job service date on invoice export is last appointment date
- Improved company duplicate check on import