December 16, 2013
- Contracts can apply to more than one location
- Search job, location, and invoice lists by office
- Search invoice list by most recent appointment
- External IDs for company records
December 2, 2013
- Technicians can use the scheduler to schedule their own jobs
- Better validation of date formats when importing recurring services
- Better validation when importing locations
November 18, 2013
- Disclaimer and warranty
- Default comment visibility set to "Only My Company"
- "Lib Item" is now just "Item"
- API can now view/edit/add office assignment for service location
- Separate permission to edit custom external ID
November 4, 2013
- Update multiple invoices with import
- Assign multiple techs when creating new job or appointment
- Reset list searches
October 21, 2013
- Add/Edit job items on the job
- Unique item codes display throughout the app
- Invoice export includes customer PO and technician(s) on the Job
October 7, 2013
- External ID's for custom integration with other systems
- Add existing service to job
- Speed improvements to service opportunity report
- Additional standard date windows
- Import contract pricing
- Limit service lines of quote items
- Export tags
September 23, 2013
- Create custom permission roles
- Optional geocode on location import
- Additional invoice export option includes line item details
- Improved week column heading navigation
- Clicking today navigates view for today
- Comments and tags included in exports
- API improvements for job and invoice items
September 9, 2013
- Attachment thumbnails
- Service Opportunity Report filters by office
- Last comment date included on quote export
- Custom blank paperwork for service lines and job types
- Pictures from deficiency copied to quote automatically
- CSV exports handle large data sets
- Quote page changes
August 26, 2013
- Send quote to the customer online
- Multiple appointments in Scheduler
- API improvements (general app improvements)
- Service Opportunity Report loading bars
- Edit invoice number
- Print deficiency page
August 12, 2013
- Job tagging
- CSRF Protection - enhanced security
- Print button on job always displays regardless of job status
July 29, 2013
- Notification to alert techs to changes to today's schedule
- All service items now editable
- Job usability improvements
- Scheduler displays multiple techs per appointments
- Additional company information sent to QuickBooks when creating new company
- Service line included in pin pop-ups on Scheduler
July 5, 2013
- Multiple techs per appointment
- Sort dashboard by column headings
- Improvements to recurring service next due on the location page
- Quick add multiple appointments to the job
- Clock time columns on job list export
- Job page improvements
- CSV imports of services can be given a location or a location ID
June 21, 2013
- Build quotes from Deficiencies
- Deficiency list
- Quote list
- Quote templates
- Scheduler can toggle between offices
- Editing a recurring service does not delete service history
- Invoice list search improvements
- Daily widget on dashboard show's service completeness
- Microsoft Office and Open Office file types can be uploaded to jobs/locations/companies
June 7, 2013
- Add and import item codes
- Include offices on location import
- API updated to support mobile updates
- Service Opportunity report architecture updated to support mass delay/cancel (not fully implemented yet)
- Tech role automatically assigned when user is marked as tech
May 27, 2013
- Location tagging
- Office assignment of Locations
- CSV import handles larger lists
- Search location list by phone number and address
- Scheduler displays loading information
- Hovering tech avatar and service line icon displays details
- Comments on paperwork display commenter and date
- Improved service opportunity display on location page
- Improved display of recurring service opportunities on Service Opportunity report
May 13, 2013
- QuickBooks integration (1st pass)
- Set up blank paperwork
- Filter job list by service line
- View job history on job page
- Convert one time services to recurring services
- Toggle scheduled vs due jobs in Scheduler
April 29, 2013
- Bulk import recurring services
- Fix mapping for locations
- Print assets on job cover sheet
- QuickBooks set up pages (Not in production yet)
- Increased mobile app and map scheduler load time
- Edit recurring services
- Mark unscheduled job as complete without scheduling
April 8, 2013
- Contact management
- Recurring services
- Bulk job creator
- Offsite" changed to "Job Preparation"
- Dashboard shows jobs that have paperwork uploaded
- Dashboard shows jobs that have deficiencies found
- Merging two locations adds a comment to both locations
- Company phone number is no longer required
March 25, 2013
- Bulk import services
- List of jobs to be created from services due
- Merge locations
- Scheduling comments display when creating appointments
- Assigning technicians to a job with unassigned appointment
- Filter job list by job type
- New manufacturers for suppression assets
- "New" job status is now "Unscheduled"
February 25, 2013
- System times follow time zone and Daylight Savings Time standards
- Jobs can be synced from DunnWell's ServiceNet
- Inactive offices and locations no longer display in lists
- Additional fields can be updated through service location import
February 11, 2013
- New End User License Agreement
- Job summary sheet can be printed from the job page
- Dismissible link to quick start guide from Dashboard
- Possible to remove service request from a job
- Company phone number added to printed invoice
- Copy job
- Assign a tech to a job without scheduling an appointment in the scheduler
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