Customer
- Customer notes will now appear grouped together based off their note type
Dashboard
- Added additional functionality to dashboards to help with calculation and display issues
- Owner Dashboard has been modified to include the Tech and CSR Dashboards
Dispatch
- A change was made to better handle distance/travel time calculations for work orders
Employee
- Change made to Employee > Options drop-down menu to better capture and display employee screens that are in a pended state.
- Added Employee Time Off (screen)
Login
- Added capability for Smartware to display previous Phone Monitor extensions upon login
- Added capability to remember previous settings for Menu Option display (collapsed or un-collapsed) upon login
- Clearer warning messages will now appear for unsuccessful login attempts
Material
Location
- Fix to only display parts listed once on the main Material > Location (screen)
- Added Edit Inventory Quantities (button) and Edit Reorder Points (button)
Parts
- Change made to auto update information that is displayed on Material > Parts (screen) when changes are made
Purchase Order
- Additional changes made to help better insure the latest parts are ordered on a purchase order
- Fix to not allow a purchase order to be marked as PO Status: Closed if there are parts on the PO that are on-order or partially received
- Added Inactive flag to purchase order parts
- Fix to better handle enabling of Save (button) when changes are made on a purchase order
Reorder
- Change to Reorder (screen) to order current part if a reorder part has been superseded
Phone Monitor
- Phone Monitor extension will be disabled/locked upon connection
Simple Scheduler
- Fix to better handle distance/travel time calculations for work orders
- Fix to handle modifying job duration lengths
- Added color coding features to Simple Scheduler
- Green = tech zone matches work order zone
- Red = indicates a conflict between tech and work order timeframe
- More accurate travel time calculations
- Added additional auto-refresh features
Work Order
General
- Change to no longer allow modification of task and task cost prices once the work order is changed to Status: Tech Completed
- Fix to insure more accurate inventory counts and reductions based off work order parts that are used
- Added user friendly warning message when marking Work Order > Status: Reviewed and there is not adequate inventory available
- Work Order notes with the same Note Type will now appear under a single Note Type header
- Jobs received from MrAppliance.com will now include the Service Type in the Work Order > Job Description (field)
- Change date header on job history grid to show "Status Date"
- Add job history to work order routes (from option button)
Warranty (screen)
- Change to insure only equipment attached to the work order is displayed
- Add analysis and work performed notes types
- Add equipment make name