Adam Gurley
Adam Gurley
  • Updated

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

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