FieldCentral: Release 1.4.100.0 (03/17/22)

UPDATES:

  • Restored visual and functional consistency with the “Needs Attention” menus/pages and enhanced functionality around elevating "past due" Needs Attention items
  • Enhanced existing functionality around the capability to mass distribute estimates via email
  • Resolved an issue related to iOS devices web-sync errors due to a large amount of records
  • Resolved an error related to reporting caused by data encoding issues
  • Resolved an error related to accepting/approving an estimate received via email
  • Resolved an issue related to work-to-do (WTD's) not loading when attempting to schedule a visit
  • Resolved an issue related to monthly billing fields being filled accurately and automatically on estimates/contracts
  • Resolved an issue related to the wrong number of contract visits being created when migrating data from HidSite Solution to FieldCentral
  • Resolved an issue related to UDF values not displaying from the accounts search page
  • Resolved an issue related to UDF fields displaying incorrect info on the accounts search page
  • Resolved an issue related to email addresses getting unsubscribed when replying to an email from FieldCentral
  • Resolved an issue related to materials import only importing the last part on import spreadsheet
  • Resolved an issue related to property screen showing as a blank white screen when a UDF category contained a special character
  • Resolved an issue related to an error that was occurring when attempting to add a visit-to-do from the schedule screen
  • Resolved an issue related to property level pricing values not displaying correctly
  • Resolved an issue related to flat rate part quantities not displaying changes made in the field
  • Resolved an issue related to the employee dropdown menu displaying as blank when editing existing time records
  • Resolved an issue related to the inability to create UDF assessment questions
  • Resolved an issue related to an error linking qbfullname data to"child" companies in QuickBooks when special characters are present
  • Resolved an issue where snoozing a reminder notification was generating an internal server error
  • Resolved an issue related to default association for reminders was not occurring when creating an estimate from the calendar page or the estimates page
  • Resolved an issue related to Estimate man hours and dollars being overwritten by calculation

NEW:

Estimating:

  • Added a "dashboard" page for estimates — provides high value at-a-glance visibility into estimate data + enhancements to estimate detail navigation
  • Added functionality to log and track activity related to managing estimates
 

Reminders & Notifications:

  • Notification functionality added — provides users with notifications and a notification center 
  • Reminder functionality added — provides users the ability to set internal reminders that leverage application-wide notification capabilities
 

Pricing Management:

  • Added functionality to centralize the management of Property Level Pricing data
 

Integrations:

  • Added QuickBooks integration functionality — when edits to a QuickBooks relevant field are made within property records, updates are automatically queued to update corresponding records in QuickBooks
 

Mobile:

  • Added functionality to the FieldCentral mobile app to facilitate capturing and sending a backup of mobile data
  • Added functionality to the FieldCentral mobile app to facilitate designating an item as "warranty work" — and will not attribute price or cost to billing or reporting
  • Added functionality to time individual crew members in/out while timed into a visit

 

Chemical Forecasting:

  • Added functionality to specify work-to-do, visit-to-do and schedule criteria and parameters to facilitate a chemical forecasting report — providing the total amount of materials/chemicals needed for the specified criteria

 

Data Management:

  • Added functionality to facilitate and manage the export of key account-related data points