Administrative

Employees

Added ‘Active’ checkbox to Employee Attachments to allow for deactivating employee attachments that should no longer be utilized.

Employee Time and Revenue

Fixed issue where under certain conditions the Employee Time and Revenue export was showing duplicate entries for work orders where Split Pay = ‘Split by Time’ on the work order.

Dashboard

Owner Dashboard

Turns Analysis (section):
- Turns information will pull from work order PO’s where a PO exist.
  - Added ‘Total Extended Cost’ and ‘Total Extended Retail’ numbers to the bottom of the Turns Analysis (section)

Owner Dashboard – Turns Analysis (totals)

Fixed issue where follow-up work orders from the iPad were appearing on the calendar in buckets for the current day.
Added Pick List button to Calendar panel. Clicking the Pick List button will load the pick list report based off the date selected in the Calendar panel.

Calendar (options) – Picklist

Added capability to select more than one technician from the calendar to view on the map. For each technician selected, their name and route will appear in a different color.
Added ‘All Techs: Select All | Clear All’ under the calendar panel to allow easier select/clear for the map route display.
Added travel time and miles to appear beneath a technician’s name on the calendar panel if the technician has been selected to view their route on the map.
Work orders that are still active/travel from the previous day will now show as Orange houses on the map.

Routing

Fixed issue where the Router was not always properly handling/assigning work orders for the same customer to the same technician.
Under most cases, the Router will now provide a 30-minute lunch break for technician’s who have a Daily Start time before 11:00 AM. Exceptions to this would be if your office scheduled jobs for a specific technician using the Simple Scheduler and the Router was unable to find an available window for a 30-minute lunch break.
Fixed issue where Travel: Miles and Travel: Time were displaying values where the job was the second work order for the same customer which would not require travel time.
Added Message “Multiple jobs at same address. Verify Schedule’ when running the router to indicate multiple jobs for the same customer.
Fixed issue where the Router was not always properly handling AM/PM hours for a technician correctly.

Routing Setup

Added Job Skill column to the Employee Schedule Template grid which will display all job skills a technician has been setup in the system to perform.
Routing Setup will be divided into a two-panel view upon. The Availability panel will appear on the left-side of the page while the Daily Schedule panel will be displayed on the right-side of the page.
Added (View Work Order List) button to the Availability screen to display a list of all work orders that have been booked for a particular zone for the selected date.

Locations

Fixed performance issue when opening screen and editing parts.
Fixed issue where under certain conditions you would see duplicate location names appearing in the Material (tab) drop down list.
Added ‘Include 0 Quantity’ checkbox to Location screen that if checked will display parts with 0 quantity for the location.
Fixed issue where Location information was automatically loading on the page when selecting a location. You must now click the ‘Search’ button prior to location parts displaying.

Physical Inventory Scan

Fixed issue where ‘Accept’ button was not properly updating Location inventory if a part existed on the location with zero quantity and you are trying to scan in a new part quantity for the zero-quantity part on the location.

Postal Code

Fixed issue where ‘Save’ button was generating an error message when adding a new zip/postal code.

Buckets

Fixed issue where selecting a date from the Calendar Date Picker was not appropriately updating availability counts on the Bucket Scheduler screen
Technician drop down boxes are now filtered based off Technician and Zone availability
Added rounding capability to bucket scheduler counts.

General

Added link to Email Address and Phone field on work order to load the Work Order Notifications panel allowing you to make edits.
Fixed issue where Email Address and Phone field appeared editable on the work order.
Fixed issue where changing a work order status back to Tech Completed was sometimes changing the previous Tech Completed line on the Summary panel to the current date.
Fixed issue where Job Date was sometimes displaying an incorrect date.

Payments

Changed payment date and payment type to be required fields.
Added ‘Active’ column to the payment grid to allow for easily seeing if a payment is active or not.

Purchase Order

Changed work order to require any open PO’s for the work order to be set to PO Status = Closed, before you can change the work order job status to ‘Reviewed’
Fixed issue ‘Save’ on PO Part add was sometimes generating an error message on New PO’s.