2019

Adam Gurley
Adam Gurley
  • Updated

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

  • 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

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