2016

Adam Gurley
Adam Gurley
  • Updated

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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