UPDATES:
- [UPDATE] Resolved issue with unaccounted for time on timesheets & payroll report
- [UPDATE] Resolved issue where users were unable to edit specific Works-To-Do (WTD)
- [UPDATE] Resolved typographic error on the email confirmation page
- [UPDATE] Resolved issue related to mass scheduling visits that have Property-Level-Pricing (PLP) man hours
- [UPDATE] Resolved issue where the Work-To-Do (WTD) rate didn't update when a different WTD was selected while scheduling
- [UPDATE] Resolved issue with employee dropdown box being blank when editing existing time records
- [UPDATE] Resolved issue where updating the price of a Work-To-Do (WTD) was not updating the existing instances of the WTD
NEW:
QuickBooks Classes Functionality:
- Added functionality to facilitate sending Crew classes to QB with line-item data
- Added functionality to facilitate adding a QB class to Crews
- Added functionality to facilitate sending QB classes data as an invoice class
- Added functionality to facilitate adding a QB class to a property
- Added functionality to facilitate sending classes assigned to WTD with QB line-item data
- Added functionality to facilitate adding a QB class to a WTD
QuickBooks Desktop / Payroll Functionality:
- Added functionality to require the configurable option to / not to send "Unaccounted for" time to QBD
- Added functionality to require the configurable option to / not to send "Lunch" time to QBD
- Added the capability to send Time Records to QuickBooks Desktop
- Added functionality to require the configurable option to / not to send "Unnaccounted for" time to Tsheets
- Added functionality to require the configurable option to / not to send "Lunch" time to Tsheets
- Added the capability to send visit time records to Tsheets
"Needs Attention" Menu Enhancement:
- Enhanced functionality to facilitate redirection to the "Visits / Visits To Do" page when clicking Needs Attention » "visits to do" links
- Enhanced functionality to facilitate viewing "untouched" Incompletes on the "Visits / Incompletes" page
- Enhanced functionality to facilitate redirection to the the "Visits » Incompletes" page upon clicking any "Needs Attention » Incompletes" links
- Enhanced functionality around needs attention “alerts” — reflecting a number for incompletes consistent with “untouched” incompletes
- Enhanced functionality to facilitate redirection to the Billing page upon clicking any "un-billed visits" links
Customer Summary View Functionality:
- Added functionality to edit/create notes
Usability Enhancements:
- Added capability to mark visit "Confirmed" during creation process
- Added functionality to edit the auto response customers get when accepting an estimate
- Added a "date accepted" column to Sales & Estimating
- Added functionality to search on the materials screen
- Added "use same address" option when creating a contact on the account links page
- Added an option to automatically check "attachments to field"
- Added functionality to see clients active contracts
- Added functionality to view associated reminders
- Added functionality to view notes
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Also published: mobile v1.96.1
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