The new Web App features included in this June 22, 2022 release are as follows:
- Group by Service detail visibility on Quotes and Invoices
- Group by Service detail visibility on Work Acknowledgments
Use the following links to learn more about Service Granularity, Quote and Invoice Visibility Settings, and Work Acknowledgments.
Group by Service detail visibility on Quotes and Invoices
ServiceTrade allows you to control the line item detail level visibility your customers see when viewing Quotes or Invoices.
Now there is also a Group by Service option that will group your line items by their Service association.
This section will walk you through selecting the new Group by Service visibility on Quotes and Invoices. It will also walk you through making the new Group by Service your default visibility level on all Invoices or Quotes.
Selecting a Group by Service Detail Visibility Level on an Invoice or Quote
First, you must create or open an existing (Draft status) Invoice or Quote. Then follow the steps in the image below:
Making a Group by Service setting your Default Visibility Level on all Invoices or Quotes
You can also make a Group by Service setting your default visibility level on all Invoices and Quotes. To do so follow the steps in the image below:
Group by Service detail visibility on Work Acknowledgments
There is now an option to have line items Grouped by Service on Work Acknowledgments.
In order for a Tech to create a Work Acknowledgment with Group by Service visibility, the Tech will need the following:
- To know how to use the Tablet Mode on the Mobile App.
- Have the default role "Account Tech + Invoice" assigned to the Tech.
Note: Assigning a Tech the "Account Tech + Invoice" role, will allow the tech to generate, edit, and send Invoices. There currently isn't a way for a Tech to create a group by service Work Acknowledgment without this role assigned.
How to Create a Group by Service Work Acknowledgment on the Mobile App
Follow the steps in the image below to Create a Group by Service Work Acknowledgment:
Once you have created the Work Acknowledgment, your Customer can review it. See below how Job Items look Grouped by Service: