2020

Adam Gurley
Adam Gurley
  • Updated

December 16, 2020

  • Custom descriptions for invoice items
  • Account settings API endpoint

December 2, 2020

  • Improved job type search on quote list
  • Location merge via API

November 19, 2020

  • Invoice Link
  • Invoice payment tracking
  • Invoicing workflow for external systems

October 27, 2020

  • Customizable ad-hoc item type
  • Improved due date handling when adding jobs
  • Invoice opportunities improvements

September 29, 2020

  • Invoice draft status
  • Initial invoice status account setting

September 15, 2020

  • Invoice due dates and payment terms
  • BETA - new invoice page
  • Sage Intacct integration office support

August 25, 2020

  • Office-specific remit to addresses on invoices

August 11, 2020

  • Invoice office assignments
  • User default warehouses

July 28, 2020

  • Invoice terms and conditions
  • Invoice service line search improvements

July 21, 2020

  • "Line Item Type with Detail" invoice visibility level
  • Additional item types added: material, equipment, subcontractor, general conditions
  • Additional brand information on invoices

June 16, 2020

  • Additional options when assigning services to jobs
  • Emailed invoice improvements

June 2, 2020

  • "Summarize by Item Type" option added to quotes
  • Invoice visibility levels available on field invoices
  • My Company page now shows user and technician counts
  • User list export
  • Warnings added when editing and sending processed invoices
  • Improved customer purchase order handling
  • Job office assignments suggest location's office
  • Invoice API improvements

May 19, 2020

  • Account-wide preference for location taxability
  • Handle recurring invoices when deactivating a service contract

May 7, 2020

  • Automatic contract selection on quote creation
  • Job item list improvements

April 29, 2020

  • Service contract invoice notes
  • Invoice "Send by Email" history
  • Job item export updates

April 9, 2020

  • Added invoice visibility levels: line items with prices, line items with grand total only, grand total only, and summarize by line item type
  • Default invoice visibility option added to account settings

March 31, 2020

  • Search invoice list for recurring invoices
  • Contract selection improvements

March 17, 2020

  • Bulk send quotes and Service Links to specific contact types
  • Send quotes and Service Links to existing contacts
  • More flexible estimated durations for services

March 3, 2020

  • Improved handling of deficiency fixes
  • Additional job item search fields

February 5, 2020

  • Deactivating service contract can cancel associated jobs, quotes, and services

January 7, 2020

  • Service Request API improvements
  • Performance improvements for recurring invoices contract selector dropdown
  • Performance improvements for job, appointment, and deficiency APIs

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