2017

Adam Gurley
Adam Gurley
  • Updated

December 11, 2017

  • Time and Materials Quotes
  • Printable Service Links
  • Job syncing to QuickBooks Desktop
  • Release Jobs from Service Opportunities
  • Add new Locations when quoting from the field
  • Additional information in Scheduler details pane
  • Multiple visual improvements throughout web application

November 28, 2017

  • Warehouse Job Item sources
  • Invoice Quick Notes

November 13, 2017

  • Create Quote from Deficiencies in tablet

October 30, 2017

  • Field Quoting
  • Appointments on Service Links

October 16, 2017

  • Job Items source

October 2, 2017

  • Add Jobs for new customers in tablet
  • Change External System names
  • Secondary phone numbers for contacts in tablet

September 18, 2017

  • Add contacts in tablet
  • Quote Template terms and conditions
  • Email messages in history
  • New Job search option: Unscheduled Appointments, Incomplete Services, All Appointments Complete but Incomplete Services
  • Auto-sync Jobs to Sage Intacct

September 5, 2017

  • Multiple phone numbers on contacts
  • Sync Jobs to Sage Intacct Projects
  • Contract ends on date now optional
  • Contract API improvements
  • QuickBooks Desktop integration improvements
  • Improved Customer deactivation process
  • Visual workflow update for tablet application

August 21, 2017

  • Default taxation status on Locations
  • Email bounce notifications include message content
  • Simplified import screens
  • Dexter + Chaney Spectrum Job syncing can now be configured to sync automatically
  • Previous asset's tags are added to new asset when copying on tablet

August 7, 2017

  • Add Jobs in tablet
  • Improved visual sync status notifications for Dexter + Chaney syncing
  • Company-specific items are now supported on item import
  • Job API no longer requires status parameter
  • Office-specific logos are displayed on Files and Alerts tabs of Service Links.

June 19, 2017

  • Use Service Templates in tablet
  • Export Jobs with Appointments
  • Tag Management
  • Cancel open Jobs when deactivating a Location

July 11, 2017

  • Technicians can view/edit Tags on tablets
  • Job Item used on dates
  • Add Deficiencies directly to Jobs

June 19, 2017

  • Deficiencies on appointment and Work Pre-Authorization
  • Adding and editing Services
  • Estimated vs Actual revenue on Job page
  • New columns on Job export: Job contract, cost total, invoice total, Technician external IDs
  • New columns on invoice export: invoice contract and Job estimated price
  • Contract start dates
  • Location (Building) Asset is more prominent

June 5, 2017

  • Schedule appointments on tablets
  • Copying Assets
  • Larger estimated durations
  • Intacct Location Dimension maps to Job Office

May 23, 2017

  • Cost markup price rules
  • Only Job Assets on blank paperwork

May 9, 2017

  • Contract selection on edit Job page
  • Asset history
  • Quote Preferred Technicians
  • Improved performance on Job page load and creating new Locations

April 24, 2017

  • Multiple Invoices for Jobs
  • Show fixed Deficiencies on Service Links

April 10, 2017

  • Default visibility for Job Items

March 27, 2017

  • Location information in tablets
  • Quote names
  • Additional Intacct customer mapping options
  • User Role API

March 16, 2017

  • Configurable Terms and Conditions
  • View Services for Assets
  • Support for Projects in Intacct integration

February 27, 2017

  • Add attachments to Assets and Quotes
  • View attachments in tablet Service History
  • Support for Classes in Intacct integratio

February 13, 2017

  • Add Tags and Deficiencies to Assets
  • Hide Technicians on Dispatch board
  • Search for multiple job types on Invoice list
  • Search for multiple technicians on Invoice and Job lists

January 30, 2017

  • Subassets
  • Asset editing improvements

January 16, 2017

  • Custom messages in Service Links
  • Markdown style in Quote descriptions
  • Asset External IDs

January 4, 2017

  • Asset list export

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