2018

Adam Gurley
Adam Gurley
  • Updated

December 19, 2018

  • Salesperson assignment on Service Opportunities
  • Manage Job Vendor Bill attachments

December 11, 2018

  • Salesperson tracking
  • Appointment list export

November 27, 2018

  • BETA - New contract page

November 13, 2018

  • Location import improvements
  • Location and company API improvements

October 30, 2018

  • Send Service Link messages in bulk
  • Filter Dashboard by job owner
  • Filter invoice list by job owner

October 17, 2018

  • Appointment details in Service Link emails
  • Calendar invites in Service Link emails
  • Additional filtering on Service Opportunities: Recurring Services and One-Time Services
  • Region-specific blank paperwork rules

October 2, 2018

  • Dashboard technician current location filter
  • Additional Job list search options: All Appointments Complete, Unscheduled Appointments, Incomplete Services, All Appointments Complete but Incomplete Services, and All Services Complete but Incomplete Appointments

September 17, 2018

  • Appointment list
  • Bulk assignment of Job Owners
  • Improved quote view for customers
  • Office assignment added to user list
  • Item Bulk import supports updating cost

August 21, 2018

  • New Job Types: Testing, Inspection Repair, Reinspection, Administrative

September 6, 2018

  • Contact management via list

August 6, 2018

  • Option to require Purchase Order for Quote Approval

July 23, 2018

  • Items no longer require service lines
  • Invoice line item classes in QuickBooks Desktop integration

July 9, 2018

  • Technician-specific labor costs
  • Cost permission adjustments
  • Job list improvements

June 25, 2018

  • Improved Dashboard filtering
  • Deficiency owners
  • Send Work Acknowledgments to Location contacts
  • Add multiple quotes to same job

June 11, 2018

  • Quote detail level account setting
  • Send Invoice to contacts
  • Sage Intacct integration improvements: sales tax on line items, customized Sales Order transaction definition, additional Project configuration
  • Estimated duration of services in tablet app
  • Job attachment editing
  • En Route notifications on Job History tab
  • Technician-created appointments automatically released to creating technician

May 14, 2018

  • Search Deficiencies by Job Type

May 7, 2018

  • BETA - Job page update

April 12, 2018

  • Custom Branding

January 23, 2018

  • Searchable Job Clock Event list
  • Manage available Asset Types

January 3, 2018

  • Searchable Job Item list
  • In-Person approval of Field Quotes
  • Hidden Techs on Scheduler

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