We are excited to share with you the updates included in this release for FieldCentral. The announcement will be broken up into two sections: Updated Features 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!
UPDATED FEATURES:
The following are updates to existing features that are intended to enhance the quality of life for our clients.
- We received feedback that the visit tooltip on the schedule would frustratingly block the mouse cursor from accessing other visits.
- The tooltip will appear when hovering over a visit, and immediately disappear when the mouse is no longer over the visit.
- We will be updating this feature with configurable options in subsequent release(s).
- Users can now filter the Billing page to include, exclude, or only retrieve monthly bills.
- Users can now filter the Billing page to retrieve specific management companies. Updated the search logic on the schedule screen to elevate Property Name above Contact Name.
- When creating a contact within FieldCentral, users may now configure that contact's email and texting types during the creation process.
- When editing a Linked Contact within a Property, users can now edit that contact's accepted email & text types.
- When accessing Account Links within a property, users can now navigate between these entities by clicking the hyperlinked text.
- Users can now assign a QuickBooks Monthly Class to Estimate and Estimate Templates.
- Monthly bills spawned from contracts downstream will carry this class on the Monthly line item within QuickBooks.
RESOLVED ISSUES:
The following are client-reported issues and HindSite Software discovered issues that have now been resolved.
- When mass creating estimates, FieldCentral will no longer identify deleted or canceled multi bid's as "potential duplicates".
- The Accounts grid will now allow editing selection list User Defined fields as expected.
- Updated the property material and labor discount import to display the correct column header.
- Updated the retrieval method for Account Links within a Property to mitigate lag.
- The purple "Relevant Visit" outline on the schedule will no longer mis-identify multiple "closest" visits on a single day.
- Corrected an issue where labor sub-calculation items on estimates were contributing values to the Estimate PDF on top of the Work To Do Labor calculation.
- Or
- The Estimate PDF price will no longer double bill Labor when sub-calculation Labor items are included.
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.