December 23, 2019
- Job and quote API endpoints automatically use contract terms and conditions
December 18, 2019
- Job office assignments
- Contract total revenue
- Job description column on job clock event export
- Confirmation prompt when leaving quote and job pages while editing
December 4, 2019
- Search invoices by contract
- Contract external IDs
October 29, 2019
- Track customer purchase orders on contracts
- View invoice details for contracts
- Webhook management interface
October 15, 2019
- Job gross margins
- Contract review dates
- Contract terms and conditions
- Asset API improvements
October 1, 2019
- Detailed tech information
- Search and filter the Dispatch Board tech list
- Comment on service contracts
- Location contract list shows best matches by default
- Contract display improvements
- API improvements
September 24, 2019
- Preferred vendors on service templates
- Organize job items by service during invoicing
- API improvements
September 17, 2019
- Preferred vendors
- Update recurring services on jobs and quotes
- External IDs on quotes and deficiencies
- Location attachments on tablets
September 3, 2019
August 20, 2019
- Automatically assign service contract to job
- Alternate bill-to contracts on quotes
- New location page improvements
August 13, 2019
- Job item/service association
July 18, 2019
- Location page improvements
- Quote improvements
- User API improvements
July 2, 2019
- Tags on Dispatch Board
- Quote API improvements
- Invoice API/import improvements
June 24, 2019
- BETA - Location Page
May 23, 2019
May 22, 2019
May 14, 2019
- Item-specific cost markup rules in service contracts
May 7, 2019
- Service Link improvments
- Search and filter attachments
- Blank paperwork fields added
April 23, 2019
- Improved contract assignment with Service Opportunities
- Search job list by contract
- Search appointment list for unassigned appointments
- Improved job creation workflow
- Simplified service contract association with locations
March 27, 2019
- Assign services to contracts
- Branding improvements
- Quick search for viewed/not viewed quotes
- Job item and job clock event list now include external IDs for job, job location, job customer company, and item (job item list only)
March 27, 2019
- Salesperson notifications
- Sage Intacct and QuickBooks Desktop integrations support salesperson assignments
- Service contract assignment on job and quote creation
- Simplified service contract association with locations
- Job item source recommendations
- Sort/Filter Dispatch Board by available jobs
- New job types: Consultation and Planned Maintenance
March 19, 2019
- Contract assignment at job creation
March 12, 2019
- Contract assignment through Service Opportunities
- Service contract tagging
- Customer search by office
- Changed "Delete Contact" to "Deactivate Contact"
February 26, 2019
- Overlapping appointments on dispatch board indicator
- Service contracts file attachments
- Manage and assign job contracts in the field
- Job item list search by job office
- History, job item, and message API improvements
February 12, 2019
- Select contract for quote created in the field
- Quote list includes submitted date
February 5, 2019
- Send quotes in bulk
- Assign salesperson to quotes in the field
January 29, 2019
- Salesperson assignment for service contracts
- Salesperson assignment for deficiencies
- Salesperson reassignment on deactivation
- Invoice and user API improvements
January 15, 2019
- Search appointments list by due date
- Clock events list improvements
- Deficiency page shows canceled quotes
January 2, 2019
- Parts purchasing management with parts vendors
- QuickBooks Online invoice item class mapping
- Location page region assignments
- External IDs on job paperwork
- Additional job types: Replacement, Design, Hookup