Custom Descriptions for Job Items; Sales Tax Groups Enhancements (September 22, 2021)

ServiceTrade Support
ServiceTrade Support
  • Updated

 

Custom Descriptions for Job Items 

One of ServiceTrade users' most frequent requests is for the ability to provide a custom description for line items.  Recently we added the ability to edit the descriptions of individual invoice items. With today's release, it is now possible to edit the description of any job item as well.

To change an job item's description, simply click the gray pencil icon to the right of the item selector:

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Then, in the custom item description field that appears, enter the desired custom description for your job item:mceclip0.png

...then click Save to save your changes to all the job items. The customized job item description now appears:

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The custom description is also shown when your customer reviews the job through a Service Link:

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When editing a job, if you wish to discard a custom description, simply click the blue revert icon to undo your description and return the item to its original description:

 

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IMPORTANT: Custom job item descriptions are currently only available for office users of ServiceTrade's web application. This capability will be extended to ServiceTrade mobile applications in a future release.

 

Sales Tax Groups on Invoice Item Export

With the most recent deployment of Sales Tax Groups, in this release we now include the following columns to invoices with details (invoice + invoice items).

  • item_tax_group_code (item tax group code, or otherwise empty if item has no tax group)
  • item_tax_group_name (item tax group name, or otherwise empty if item has no tax group)

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