Accounting
QuickBooks Transfer:
- Transfer now checks to make sure the payment method exists in QB Company file prior to transfer
- Change to no longer allow posting of negative payments to QB
- Fix to no longer display inactive payments in the QB Transfer screen
Administrative
Employee
- Fixed error when saving roles on employee screens
- Fix to Employee Time Clock to better display all time clock entries
- Fix to Date/Time picker where the time was displaying 5 hours’ difference between Time selected and Time displayed
- Change made to require employee pay type
Employee Time Off
- Fix to correctly display employee time off entries filtered per year
Employee Time and Revenue
- Export will now create a zip file that contains one spreadsheet per employee’s time
Pricing Guide
- Added capability to view and edit Menu Pricing Guide
Dispatch
Dispatch
- Change made to now display employee time off entries
- Fix to better handle technician reassignment on work orders when dragging a work order to a new technician from the Dispatch Calendar
Routing
- Added days of week to Employee Schedule Template
- Fix to Routing for better handling of multiple technicians
- Change to include Time Off in Routing
- Fix to handle Technicians with availability in multiple zones to not allow overlapping of job times
- Fix to handle specialty zones in Routing
- Fix to only route jobs for technicians who are active & have availability on Daily Schedule
- Screens added for link between job skill and zone for ‘special’ zones.
- Routing – now shows availability in Routing Setup (works whether or not you use the router).
General
- Fix for copying and pasting SmartWare URL to another browser tab to ensure it loads the SmartWare URL without issues
Material
Inventory Movement
- Fixed an issue where the date of the movement was not properly being saved
Physical Inventory Scan
- Physical inventory – designed for use with a scanner. (Enter the Location, Inventory Date, then hit Save, then allows you to add numbers with a scanner (or by typing them in).
Purchase Order
- Fix to ensure that receiving of parts is correctly changing PO Part Status to 'Received' not 'Partial'
- Added Purchase Order Report
- Fixed the part number to allow the user to enter a superseded part number (currently it only will show the current part number like when you add a part to a work order)
Reorder
- Fixed issue where after creating PO for parts listed that have different locations and the parts were still in the reorder grid
Scanning
- Added Inventory Scanning capability
Multiple Territories
- Fix to Work Order Task type ahead to filter based off Territory ID
- Additional changes made to account for multiple territories
New Work Order
- Fix to default Job Source to existing customer on New Work Orders for existing customers
Reports
General
- Added spinning wheel to reports screen while waiting on report to run
- Collapsing side menu will now expand the report wide
- Fix to printing
- When leaving a report screen and returning, the report will automatically rerun
- Fixed date selection to no longer go to the next date
Pick List Report
- Fix report to display the correct customer address
Sales Tax
- Added Reviewed Date and Total Revenue columns to Sales Tax Detail & Sales Tax Summary reports
Setup Franchise
Options
- Made improvements to Franchise Setup options screens
Zones
- Added capability to view and modify postal codes associated with a zone.
- Added Territory to Zone setup screen
- Added Dispatch Code to Zone setup screen in order to designate Specialty Zones
Postal Codes
- Added capability to view and modify which zones are associated with postal codes
Work Order
Bucket Scheduler
- Added Daily Scheduler (Simple) button to Bucket Scheduler to allow for capability of scheduling work orders for a specific date and time
- Additional changes made to Bucket counts and displays
Day Scheduler
- If employee has time off, will not show availability.
- Change to Day Scheduler to remove employees who have more than 7 hours of Time Off scheduled for the selected date
- Fix to handle modifying job duration lengths correctly displaying on WO after selecting different job durations from Scheduler
Notifications
- Fix to New Work Orders to only default Customer email address as checked for 'Confirmation'
Task/Parts
- Fix to task and part edit screen to retain changes while in edit mode when leaving and returning to the Task or Parts edit screen (prior to saving)
- Fixed task and part editing so user can only edit one of these at a time. Can’t have both task and part in edit mode at the same time.
- Fixed issues with setting task as unaccepted, it was then excluding that task from the work order totals (bug reported by Reid)
- Added additional logging and tracking to help identify issue of accepted task not appearing in work order subtotal