New Job List Parameter, New Bulk Invoice Status Field, External IDs on Quotes (Jan 10, 2024)

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Today's release sees the following addition to the ServiceTrade Web App:

• New Job List View search parameter "All Appointments Complete but not Invoiced."
• New Bulk Invoice Status Update Option "Paid"
• Adding Customer External IDs to Quotes

New Job List View Search Parameter "All Appointments Complete but not Invoiced"

To help improve and speed up the job completion to invoicing revenue pipeline, we have added a new search parameter field to the Job List View Page.

The new field on the Jobs with drop-down "All Appointments Complete but not Invoiced" allows our customers to get completed jobs invoiced faster. It will search for jobs with all appointments complete with no Invoices.

Recommendations on how to use

• If your organization marks a job complete and invoices it at the same time, you can combine this new search parameter with the Status drop-down set to "Scheduled" which allows you to find jobs that haven't been marked complete, all appointments are complete, and have no invoices.
• If your organization has separate people or teams who mark jobs complete and invoice them, just setting the Status drop-down set to "Completed" will show all Jobs that have been marked complete and have no invoice.

Important Note: This search field will not find jobs with partial invoices. Currently, there is no way to search for "Jobs with partial invoices and no final invoice." At this time if you use partial invoicing, we recommend you use tags to search for jobs that are partially invoiced but not fully paid.

New Bulk Invoice Status Update Option "Paid"

There is a new bulk invoice status update option called "Paid."

Click here to learn more about Bulk Invoice Status Updates.

Adding Company External IDs to Quotes

In your Account Settings, you can now add up to two existing external customer IDs on customer Quotes. These external IDs will be visible in a new section called Additional Customer Information in both the Portal and Print/PDF View.

1. For this to work, you need to have one or more External Systems added to your account and External System IDs added for the Company you want to quote.
   
2. You will also need to update your Account Settings. To do so, click on your Profile Picture and then click on Account Settings.
3. Click to expand the Account Preferences menu.
4. A new option is available called Display External Customer IDs.
   • Here, you can select from a drop-down up to two ID # External Systems you want to display on customer material.
     
5. Once selected, you must check if you want them to be displayed on Quotes.
6. When done, click Save.

For customers with External Customer IDs, you will see the following External IDs at the bottom of their printed/pdf or portal quotes: