Adam Gurley
Adam Gurley
  • Updated

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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