Administrative
Employee
- Added ability to access the Employee Schedule Template through Employee > Options
Pricing Guide
- On the main Pricing Guide grid, the Primary Hours and Primary Price columns were moved to appear in front of the Add On Hours column
- When editing a single pricing guide item and viewing the Labor Value grid, the Primary Hours and Primary Price will now appear in front of the Add On Hours
Customer
- Fix to ensure that address directions are properly saving to the customer address record upon save
- A user friendly error message will now display when trying to save a customer address with no address entered.
Dispatch
Dispatch
- Canceling a work order form the Dispatch screen will now bring up a Cancel popup screen allowing you the capability to select a cancel reason and/or enter in a cancel comment
- Bucket Scheduler:
- Left clicking on a bucket in the Dispatch > Calendar screen will now display a list of work orders that are assigned to the bucket as well as allow you to select and open a work order from the bucket
- Fixed First Call and Last Call work orders that have not been assigned to a technician to appear in the appropriate bucket on the Dispatch > Calendar view.
General
- Added resize panes to right side and bottom of Dispatch grid to allow the capability of resizing different sections of the Dispatch screen
Maps
- Enlarged Map on Dispatch screen to allow for better viewing
- Clicking on a Technician’s name from the Dispatch > Calendar view will display that technician’s jobs on the map view. You may only view one technician at a times information on the map
- On the Dispatch (grid-view) added capability to click on any customer address to display its location on the Map view
- Added Show Active/Travel button to top of the Map view to allow you the capability to show or hide active/travel jobs
- Added Re-Center Map button to the top of the Map view to allow you to reenter the map if you have been moving and dragging it around to different areas.
Routing Setup
- Added X (close) button to all Routing > Option screens (this will also impact routing screens that are accessed through he Employee module)
- On Availability screen, renamed edit button tool tip to say ‘Edit Daily Schedule’ instead of ‘Edit Employee Schedule’
- When clicking edit next to a Zone from the Availability screen, we changed the title of edit page that loads to say ‘Daily Schedule’ instead of ‘Employee Schedule’
- Adjusted spacing on Availability screen to match formatting of other screens in SmartWare
- Availability screen will now display Employee Time Off in the Time Off Hours column. Time Off Hours column will only include time off for employees who have availability setup on the Daily Schedule for a specific zone and day.
- Availability screen will now reduce availability if a technician has time off scheduled for the selected day and that technician was also setup with availability on the Daily Scheduler for a particular Zone
General
- Change made to help address random speed issues with SmartWare
- Fix made to help ensure correct franchise is loaded upon login (this was an intermittent issue)
- Added refresh button to top right of SmartWare to refresh the application
- Tabs (display)
- Added WO # and PO # to display in appropriate tabs across the top of Smartware to help identify which WO or PO you have opened if you have multiple work orders and purchase orders opened at the same time
- Resolved issue where selecting Vendor option on a purchase order was causing a second PO (main tab) to appear at the top of SmartWare
- Fixed additional issues where the work order would sometimes display as ‘Pend’ in the Work Order Tab when it should not
Invoicing
- Added ‘Aging’ column to Invoicing > AR All screen. Aging column will display 0-30, 31-60, 61-90, and over 90
Material
Purchase Order
- Change made to hide the print button if a purchase order has outstanding changes that have not been saved
Scanning
- Change made so that when an item is scanned, it will now appear at the top of the list instead of the bottom
- A 'beep' will now occur when an invalid part number is scanned
- Fix to use the exact part number that is scanned, not the most current part number
Reports
Sales Tax
- Fixed issue here Total Revenue column was not properly formatted to currency and was displaying more than 2 decimal places
Setup Franchise
Accounting Class Codes
- Save button will no longer create a duplicate class code entry and will instead update the existing class code record you were making changes too
- Fix to filter class codes based off Franchise ID
Notes
- Resolved issue where you would receive an error message when trying to save a new Franchise Note
Work Order
Bucket Scheduler
- Bucket availability will now take into consideration Employee Time Off that has been scheduled
Daily Scheduler
- Fix for Daily scheduler to show correctly on work order for current day scheduling. (intermittent issue)
General
- Fix to correctly display selection of new primary technician upon initial opening of a work order that was reassigned to another technician through the dispatch calendar.
- Fix to ensure discard button is properly discarded changes made on the Work Order > Customer screen.
Notifications
- Fix to ensure that changes to the notification screen are properly being saved
Receipt Signature
- Changed the printed invoice to use the customer ‘Authorization’ signature instead of the ‘Completion’ signature
Send Confirmation
- Fix to only show active technicians in the Technician search field.
- Will now require a Start Date and End Date for searches
- Fix to ensure typing in a date range functions the same way as selecting a date range from the calendar picker
Summary
- Fixed issue where the creation of a new work order was adding two entries on the Work Order > Summary screen for 'Ready to Schedule' status
Warranty
- Change made to set part retail equal to part cost when adding a new part to a Warranty Work Order