Adam Gurley
Adam Gurley
  • Updated

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

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