Administrative
Employee
- Employee Schedule Template:
- Fixed issue when opening multiple Employee Schedule Templates at the same time was not properly clearing out the previous employee’s template information
Employee Time and Revenue
- Fixed formatting issue with Start & End dates
- Fixed issue where the Reviewed Date/Time on the Employee Time and Revenue screen for a work order was not matching the Reviewed Date/Time listed on the Work order > Summary screen
- Fixed issue where the criteria filters were being lost when a user would leave and return back to the Employee Time & Revenue
- Employee Time and Revenue will now include work orders that have Job Status = Reviewed and where the work order was marked Job Status = Tech Completed in the last 60 days. For Revenue - WOs that were 'Tech Completed' during the Start/End range should be brought in (and Current status is Reviewed, WSA Ready or WSA Completed) as well as WOs that were Tech Completed in the last 60 days and Reviewed during the Start/End range. WOs that were Reviewed prior to the Start/End range should have already been processed earlier
- Fixed issue with the Finalized button not always being enabled
- Added message to screen that will notify user if there is an invalid or null date in Setup Franchise that is preventing the Finalize method
Multiple Payment
- Fixed issues with Multiple Payment screen sometimes not properly calculating balance
Click to Call
- Resolved various issues with the Click to Call functionality
Dispatch
Dispatch
- Addressed some performance issues on the Dispatch screen
- Fixed issue where the Dispatch screen was not always correctly refreshing the information
- Fixed issue where modifying information on the dispatch code could sometimes generate an error message
- Fixed issue where unscheduled work orders were not always appearing on the Dispatch under the ‘Unscheduled’ (tab)
- Added WO # search box to the right of the Dispatch View options. Entering in a WO # will search all Dispatch Views to see if the WO exist in one of the views and if found will jump you to the correct Dispatch View filtered to display the WO you are searching for.
- Follow-Up (view):
- Added a ‘Reason’ column after the ‘Customer’ column in the grid-view. Clicking on the ‘Reason’ column will open a small free-text note allowing you to enter in comments of why the work order is in Follow-Up status (Example: waiting on PO, customer unavailable, etc.).
- You can view any/all follow-up reasons that have been entered on the work order by going to Work Order > Options > Notes.
- Added a ‘PO Status’ column after the ‘Reason’ column. PO Status column will display based off the PO statuses listed on the work order.
- Added a ‘Reason’ column after the ‘Customer’ column in the grid-view. Clicking on the ‘Reason’ column will open a small free-text note allowing you to enter in comments of why the work order is in Follow-Up status (Example: waiting on PO, customer unavailable, etc.).
- Color Explanation:
- Red: Indicates POs on the work order with a PO Status = Open
- Yellow: Indicates POs on the work order with a PO Status = Ordered
- Green: Indicates work orders with no PO or where all PO Statuses = Closed
- Color displayed is based on the PO with the lowest status on the work order. (Example: If a work order has 3 POs, 1 marked as Ordered and 2 marked as completed, then the color will display yellow based off the PO with status = Ordered)
Routing
- Added PO Status column to Routing Grid which will display the status of POs on the work order. If multiple POs on a work order it will display the lesser status (example: If you have two POs on a work order, one with PO Status: Open and one with PO Status: Closed – the PO Status displayed on the Router screen would be Open)
- Added capability to unselected specific work orders from being included in the Routing process for the day
- Added Job Start column to the Daily Routing grid-view
Router Setup
- Employee Schedule Template:
- Fixed issue when adding a new Employee Schedule record and changing the time would sometimes cause the Date to change on the new Employee Schedule record
General
- Changed the work order data that is available through the SmartWare API (This will be used for Corporate WSA generation)
Material
Location
- Fixed issue on location screen where an error message would display if no locations currently existed
Vendor
- Vendor screen was changed to no longer allow editing of a Vendor name on existing Vendor records
Work Order
Buckets
- Average Travel Time for a Zone will now be included in the Bucket calculations when scheduling a work order.
- Example: If a WO has Job Duration = 45 min, and the Avg Travel Time for the WO Zone is 15 mins, then 60 minutes will be deducted from the Bucket availability when scheduling.
General
- Fixed issue where changing the Job Status on a work order to ‘Active’ was sometimes changing the Job Date listed on the work order (This was causing issues with the Picklist Report)
- Changed email field on full work order to be view-only
- Fixed issue where unchecking the taxable flag on a task was only marking the labor amount as untaxable, but was still charging tax on the part.
- Added capability to remove a primary technician from a work order
Tab Display
- Fixed issue where duplicate Work Order (tabs) would appear when changing a customer’s name that is associated with the work order
Setup Franchise
General
- Fixed issues where sometimes modifying Franchise settings was generating an error which would prevent you from being able to Edit/Save/Discard changes
- Fixed issue where saving changes to the main franchise setup screen was closing the Franchise (tab)
- Fixed issue where ‘Save on Dispatch Code (setup screen) was not enabled when creating a new dispatch code
- Fixed issue where ‘Save’ on a new or existing Territory was causing an error