UPDATES:

  • Resolved issue where the tech revenue report was not displaying a total on the dashboard
  • Resolved an issue related to capturing approval & creating renewed contracts from the needs attention screen
  • Resolved an issue related to man hours displayed after creating a route in RouteBuilder
  • Resolved an issue related to Property Search
  • Resolved an issue where FieldCentral was overwriting the QuickBooks Online "message to customer"
  • Resolved an issue related to the Tech Revenue report not calculating properly for select dates
  • Resolved an issue related to the "Marked as incomplete" filter getting deselected after cancelling an Incomplete visit
  • Resolved an issue related to field created visits not syncing correctly for newly created field customers
  • Resolved an issue related to company time on site displaying as "0" on invoices
  • Resolved an issue related to the wrong contract status being displayed on the property overview page
  • Resolved an issue related to the gross profit report not calculating and displaying correctly
  • Resolved an issue related to Material Imports disregarding the Active Flag column
  • Resolved an issue related to UI (User Interface) inconsistencies in Scheduling View: Zip Code field & Scheduled with 'Crew Name'
  • Resolved an issue related to the visit not remaining selected when the user is redirected from the Visit To Do page to the Scheduling View page
  • Resolved an issue related to duplications within timesheets records
  • Resolved an issue related to selecting visits on the schedule where a property has multiple visits
  • Resolved an issue related to Mass scheduling VTDs not properly accounting for the year a previous visit was scheduled.
  • Resolved an issue related to Drag & Drop scheduling from property summary not working as intended on certain visits
  • Resolved an issue related to Schedule > Crew View Selection - unable to select.
  • Resolved an issue related to Email time-zone variables

 

NEW:

Data Management:

  • Added the capability to apply a management company to a property created during the Estimate creation process
  • Added the functionality to enforce the presence of a default address for a property when creating/updating a property/address
  • Added functionality to facilitate properties inheriting account links (by reference) if/when a Management Company is assigned.
  • Added capability to edit the quantity of sub-materials on a flat-rate item when viewing a visit summary
  • Added the following functionality — when adding a flat-rate item to a visit, applicable sub-materials will be added as well

Billing:

  • Added the capability to set invoices to send to QuickBooks Online defaulted to allow Online Payments via Card
  • Added the capability to set invoices to send to QuickBooks Online defaulted to allow Online Payments via Bank Transfer
  • Added the capability to "pull balances" via integration with QuickBooks Desktop / QuickBooks Online

Scheduling:

  • Added ability to modify a scheduled contract visit's scheduled time parameters from the schedule view page

Email:

  • Added functionality when mass sending emails from the Visits or Visits To Do pages — emails will distribute for not scheduled work if it exists in the list view
  • Added the capability to "mass send" emails via the mass action dropdown within the visits to do menu
  • Added capability to use work to do descriptions as a tag in FC emails