We are excited to share with you the updates included in this release for FieldCentral.
We greatly appreciate any time you invested in order to either report an issue or request an enhancement. Your feedback is highly valued!
RESOLVED ISSUES:
The following are client-reported issues and HindSite Software discovered issues that have now been resolved.
- Resolved the issue where the Email status on the Estimates & Opportunities page was showing 'Not Sent', but the email was sent.
- Updating a Tax Code in FieldCentral will correctly export that change to QuickBooks Desktop (QBD).
- Corrected the time frame displayed when using the email variable ~~V: DATETIME 2 HRS LUNCH~.
- When doing a Property Level Pricing (PLP) import with a blank Rate Type value, it will correctly default to the WTD Rate Type.
- The Price Matrix alert will now only show on an Estimate if there is a valid warning.
- Swap a Day function now allows users to move Visits to an earlier date than they were originally scheduled.
- When creating a new WTD, the # of Visits will now default to 1.
- Updated the Gross Profit report to correctly display sales & labor amounts.
- Corrected issue where multi-bid attachments on emails were not recognized as PDFs for some customers.
- Users can now unlink a contact from a Management Company.
- Resolved an issue where disabled WTDs on an estimate were incorrectly contributing to the estimate amount.
- Fixed an issue where labor items on an estimate were not calculated correctly when a qty/size value was 1,000 or above.
- Users can now assign a default contact and/or email invoice to a management company contact.
- Resolved an issue where users could not create a Next Step record on an Estimate.
- The Unbilled Visits count on Alerts & Needs Attention are now accurate.
- Configure the logo size on the request form, or configure it not show.
- When hitting enter on an Estimate Template, a modal no longer pops up.
- Users can now click on an address field to render the map on an Apple / iOS device. (Mobile)
- Questions on assessments will be correctly skipped if answered. (Mobile)
- Visit pricing in the mobile app has been fixed for visits that contain prepaid trip charges and price matrix (Mobile)
- Creating opportunity in the mobile app will no longer double material cost onto labor cost. (Mobile)
We encourage YOU to communicate with us as you discover features that would help you in your day to day business and let us know if you run into a system issue so we can quickly address it. We are here to help and make your life easier!
Please take advantage of the Help Desk when logged into FieldCentral if you do have an issue or you want to submit a new feature idea.