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
Comments
0 comments
Article is closed for comments.