We are excited to share with you the updates included in this release for FieldCentral. The announcement will be broken up into two sections: New Things and Resolved Issues.
We greatly appreciate any time you invested in order to either report an issue or request an enhancement. Your feedback is highly valued!
NEW THINGS:
The following are new features that provide you with additional capabilities and functionality.
- Field Remarks and Incomplete reason can now be displayed:
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- On the visit block of the schedule.
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- In the visit block tooltip of the visit block on the schedule.
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- Within the Incompletes menu.
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- Within the Visits To Do menu.
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- Within the Visits search menu.
- The property Summary will display all notes associated to a Visit via the notes tooltip.
- Note entries have been moved from the time record to the visit. Users can access these notes via the notes tab within the visit summary.
- Field application users are now able to view and edit Field Remarks at any point that user has access to the visit.
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- When marking a visit incomplete a field user will be given access to entering both Field Remarks and an incomplete reason. When entering "Canned Remarks" the selected remark will be placed in the relevant field at the cursor's location.
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- When marking a visit complete a field user will have access to review and add additional comments to the visit's Field Remarks.
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- A crew can now be set to retain completed visits after syncing the field application. This will allow field users to return to work previously thought complete or update missed information.
RESOLVED ISSUES:
The following are client-reported issues and HindSite Software discovered issues that have now been resolved.
- Estimate "Quick View" activity will now properly save and associate to the relevant estimate.
- Contract pricing will now display on the field application regardless of Property Level Pricing association.
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.