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.
- Updates to the Material Forecasting report giving the user the ability to filter more to their needs. The updates to the report makes it easier for you to identify and order materials that are needed for upcoming, scheduled visits. Additionally, for clients who use Heritage as a Distributor, we now have a “Heritage Reorder Pad” export which can be used on the Heritage site to import and quickly re-order based on your material forecasting. .
- Updated the contact creation for Estimates and Opportunities to include "Use for Payment" and "Primary Contact" assignment.
- We've added a new filter to the Contracts page - "Show Potential Duplicates?"! This will list all contracts for properties that have overlap by both date and work.
RESOLVED ISSUES:
The following are client-reported issues and HindSite Software discovered issues that have now been resolved.
- When updating times in the Billing menu, time calculations will visibly refresh.
- Task lists will now be retained upon creation.
- When editing a property the address information will now always properly load prior to allowing edits.
- Removed "Time In" text from automated completion emails.
- Users can now filter Visits To Do by contract 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.