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