December 20, 2016
- Searchable asset List
December 15, 2016
- Asset service, deficiency, and quote history
- Deactivate and replace asset from tablet
- Better customer PO visibility for quotes
December 5, 2016
- Deficiency notification improvements
- Improved Quote Template Interface
November 22, 2016
- Adjust the asset order
- Quote display of parts without prices
- Quote viewed notification improvements
- Search deficiency list by found on date
November 7, 2016
- Invoice attachment type
- Service Opportunity Report performance improvements
- View contracts on locations
- More fillable blank paperwork fields (servicetrade_vendor_name and servicetrade_prime_contractor_name)
- Deficiency ID on quotes and services export
October 25, 2016
- Pre-Work Authorization workflow in tablet
- Service history details in tablet
- Dispatch Board filter by region
- Tech Scorecard filter by office
October 10, 2016
- Asset history available on tablets
- Clickable links in descriptions and comments for tablets
- Office-specific logos
- Search deficiencies and quotes lists by region
- Saved searches improvements
August 30, 2016
- Release appointments from the job page
- Regions apply to contracts and Scheduler
- Tech Scorecard includes revenue calculation
- Company contacts available for sending quotes and Service Links
- Additional options for email notifications
- Export location contacts
August 14, 2016
- Add quoted work to existing jobs
- Quote costing and gross margins
- Copy quote attachments to jobs
- Deficiency export includes "proposed_fix" column
- Invoice export includes "job_cost_total" and "gross_margin" columns
August 1, 2016
- Add quoted work to existing Jobs
- Improvements to Job Item Handling in Tablet Interface
- Company-Level Comment Cascading
- Send Service Reviews from Job Page
July 18, 2016
- Job costing and gross margins on invoice page
- Make Changes to Submitted Quotes
July 5, 2016
- Invoice history available on invoice page
- Asset search and filtering in tablet view
- QuickBooks Desktop selectable invoice status (Final or Pending)
- New quote page
June 20, 2016
- Estimated price visibility activity for users.
- QuickBooks Desktop preferred delivery method support
June 6, 2016
- New Quickbooks Desktop integration settings: Rep, Transaction Date, Ship Date
May 23, 2016
- Customizable default account tech roles
- Invoice list searchable by technician
May 9, 2016
- Add new contact from Service Link creation screen
April 11, 2016
- Service Link "viewed" status in job history
- "Assigned To" now company point-of-contact in quote emails
- Quote follow up email after approval
- Old and/or invalid services no longer appear on those location pages
March 28, 2016
- Quote numbers searchable in search field
- Quote approval status on printed quotes
- Quote API improvements
- Help menu button redirects to ServiceTrade Help Center
March 14, 2016
- New work acknowledgment recipients saved as location contacts
- Repair job number and first viewed on date included on quote exports
- Quote and service exports include a "deficiency found on" column
- CSV import tools use common date format (mm/dd/yyyy)
- Auto-completer improvements
- Dispatch Board performance improvements
March 2, 2016
- Visual update to ServiceTrade email template
- Logo/ Branding Improvements
- QuickBooks Online & Desktop -- phone number/ email sync for New Customers
- Office-specific Contract Rules
February 16, 2016
- Quote attachment visibility
- Prefilled review requests for Service Reviews
- QuickBooks Desktop sends tax information for Canada
February 1, 2016
- Quote tags
- Quote approval requires customer name/email confirmation
- Account-level default settings for QuickBooks integration item taxation
- Inoperable deficiency email notifications
January 2016
- Job summary present on work acknowledgment email
- "Location_in_site" in Asset details
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