December 22, 2015
- Deficiencies on Service Links
December 7, 2015
- Service Opportunities Report region filter
- Email failure notification
- "Job Type" column in the deficiencies export.
November 23, 2015
- Service Links
- Deficiencies searchable by reporter
- Dispatch Board now shows city & state under each appointment.
November 10, 2015
- Account-wide default visibility of attachments, deficiencies, and comments
- Customer email option on work acknowledgment review screen
October 26, 2015
- Photo attachment visibility options: Public, Only your Company
- Upload job-specific blank paperwork to job page
- Job-specific assets on the job page
- Jobs can now have owners
- More detail when creating new contracts.
- Applicable service line will be automatically selected & applied to this Location when adding new recurring service
October 13, 2015
- Photo attachment visibility options: Public, Only your Company
- The first release of the job summary page
- Email job description and blank paperwork from the job page
September 30, 2015
- Open clock event warning on job page
- New job type: "Warranty Call"
- Location & company exports now both include a column for "created_on" date
August 31, 2015
- Invoice item taxable status sent to QuickBooks
- "Owner" is now a selectable location contact type
- Updated Scheduler UI
- Vendor offices can now have email addresses associated with them
- Edit location page now has the option to "Select all service lines"
- Locations searchable by service line
August 18, 2015
- Default item taxability status
August 17, 2015
- Email notifications when a customer views a quote
- Service templates may now be copied, edited, and saved
- Customer-specific Invoice payment terms
August 5, 2015
- Quotes can be created with a greater level/customization of job detail
- Auto-population of name and email when selecting contact for work acknowledgment in tablet mode
- Notifcations for prime contracts when appointment changed on shared/subcontracted jobs
- Bulk importing of assets is now supported (must be imported one asset type at a time)
- Location import improvements: Comments in imported locations are now separated into: comments, tech_comments & scheduling_comments columns
July 22, 2015
- Job page
- Upload multiple files simultaneously to locations, jobs, deficiencies, quotes, etc.
- Job description prints on job cover sheet
- Sort & search quote list by more dates: last submission date (range) & creation date (range)
- Use of service templates in "Add a Job" modal
- Admins can set job item payloads to a quantity of '0' within service templates to signify to techs that one or more of a set of job items may be needed
June 22, 2015
- Add/Edit assets with tablet web app
- Quote, invoice, and deficiency print layout update to increase logo size
- Quote customer online view layout update
- Quote notification updated to include assigned user's information
- Search job list by one or more status
June 8, 2015
- Add more than one deficiency to a quote
- Add tags to Jobs created through the Service Opportunity Report
- Filter Service Opportunity Report by Company and customer date range
- Comments included in quote export
- Service level quote export
- Service import supports service templates and assets
April 27, 2015
- Tags display and can be filtered on the Service Opportunity Report
- Calendar navigation on Dispatch Board
- Calendar navigation in tablet view
- Job item payload on services
- Delete paperwork rule
- Link to vendor when assigning jobs
- Invoice exports include more company and location details
- Pending companies display in search results
- Expiration warning for contracts display when generating invoices
- Option to log out of tablet app
April 13, 2015
- Work Acknowledgment includes job description
- Service line selector display improvements
- Service can include job item payload
- General page load and speed improvements
March 30, 2015
- Tags display and can be filtered on the Service Opportunity Report
- Vendor suggestion(s) by service line match for jobs when selecting subcontractor
- Improved default notification settings for new users
- Select/deselect all attachments in work acknowledgment
- Service opportunity report page load and speed improvements
March 2, 2015
- Service template library
- New permission - preferred tech can create job for location
- Asset details display on services in more places
- Suggest subcontractor by proximity via "manage job"
- Pending locations can be searched globally
- Work acknowledgement displays technician office information
- Company tags
February 16, 2015
- Location history
- Page load speed increase
- Select contact when sending quote
- Paperwork selector improvement in tablet app
- Quote list - add private or public comments
- Smaller font size for quote terms and conditions
- QuickBooks integration - new items are not generated for non-standard list items
- Service Opportunity report searchable up to 2 months out
February 2, 2015
- Location asset export
- Job-specific asset export
- Export contract list
- Assign external system ID to item
- Global search by invoice number
- Clock in icons on Dashboard daily schedule
- Add and edit invoice notes in tablet app
- View vendor work on the Dashboard
- View vendor proximity when creating jobs
January 19, 2015
- Create and invite subcontracting vendor company
- Receive invoices from subcontractors
- Quote improvements
- Markdown editor in quote description
- Quote export includes additional information for reporting
- Layout update - description and services vertically swapped
- Office add/edit includes address autocomplete
- Location name included in scheduler appointment popup modal
- Service Opportunity Report has links to location pages
- Job page displays service frequency
- Company page does not show inactive users
- Company pages include "Show Inactive" option for locations/offices
- Only service lines provided by company display throughout application
- Users cannot deactivate their own company
January 5, 2015
- 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