Version 1.23 - Released 6/12/2017

Accounting

QuickBooks Transfer:

• Resolved issue where QuickBooks Transfer was including unused parts amounts for a work order in the Sales ‘Amount’ column

Communication

Communication History:

• Added new ‘Communication History’ feature to SmartWare
  
  Work Order Communication History
  
  
• The Communication History feature will allow you to view all work order communication history for a given time frame and any potential errors associated with the communication messages.
• The Communication History feature can be found by navigating to Communication | Communication History from the main menu
• The Work Order Communication History panel will load allowing you to view information about the communication records for a specific date range
  • In the Date: field enter in a starting date you would like the search to begin on
  • In the To: field enter in the ending date you would like to search through

• Next, click the  (Search) button in the top right of the Work Order Communication History panel. A list of results matching your date range will be returned

Below is a list of each field available from the Communication History grid:

Column	Functionality
Options	Displays a list of work order options:  (edit WO): Will open the work order allowing you to view information about the work order and make changes if needed
Ticket #	Displays Ticket # from the work order that the communication message was for
Customer Name	Displays the Customer Name from the work order that the communication message was for
Type	Displays the type of message that communication was triggered by: Confirmation Email Confirmation Text Receipt Email Travel Text
Communication Info	Displays the Customer phone or email address used to send the communication message
Communication Type	Displays the communication type that was sent: Email: Indicates that an email was sent to the customer for the selected Communication Info Text: Indicates that a text message was sent to the customer for the selected Communication Info
Error Message	Indicates if there was an error received when trying to send the communication message to the customer.  If no message appears then the communication record was successfully sent
Date Sent	Indicates the date and time SmartWare first attempted to send the communication message to the customer
Latest Message Status	Indicates the last date and time SmartWare received a status response for the communication message that was sent

Customer

Tabbing Sequence:

• Made the following change to the tabbing sequence when creating a new Customer Address: 
  • Changed tabbing sequence to jump from Address 1 to Postal Code. Previously tabbing was taking you from Address 1 to Address 2 then to Postal Code.

Dispatch

Daily History:

• Added ‘Payments’ columns to the Daily History grid
  • Payments (column): Will display a list of payment types and payment amounts that were received for the work order during the selected date range
    
    Daily History

• Changed ‘Payment Receive’ column to only display a sum of payments that were received for the work order during the selected date range
• Made following changes to Daily History Export:
  • Added ‘Payments’ column to export
  • Resolved issue where ‘Total Due’, ‘Payment Received’ and ‘Balance’ columns on the export were not displaying any values

Dispatch:

• When navigating away from Dispatch panel and back, the Dispatch grid will now stay loaded to the same grid page you were viewing when you initially left Dispatch

Routing Setup:

• Changed wording for ‘Anytime Avail Hours’ column label to ‘Standard Avail Hours’

General

General:

• Additional improvements and minor fixes implemented to help with performance

Parts:

• MFG # type ahead fields will now include the manufacturer code in the drop-down list return making it easier to identify parts with the same MFG # but from different manufactures
  
  Edit Purchase Order Part

Material

Parts:

• Resolved issue where Parts panel was loading in a pending state preventing users from clicking the ‘Add Part to Location’ or ‘edit’ button under the Locations section
• Resolved issue when creating a new part from either the iPad or SmartWare was not always properly setting the customer price

Physical Inventory Scan:

• Resolved issue when scanning a part that was previously marked inactive on a location was properly updating the location part quantity but was not marking the part as active on the location

Purchase Orders:

• Changed label for ‘Receive Location’ field to say ‘Expected Receive Loc:’. This change was made on both the Part (edit) and Part (receive) panels for a purchase order. 
• Added grid on purchase orders to display part receiving information. Grid will display on both the Part (edit) and Part (receive) panels for a purchase order.
  
  Edit Purchase Order Part

Reports

Customer With Lead Sources:

• Changed report name from ‘Customer With Lead Sources’ to ‘Customers’

Customers:

• Added following columns to the Customer report:
  
  

  Column	Functionality
  Customer Type	Displays Customer Type associated with the Customer Name Residential: Indicates that Type: Residential was selected from the Customer panel for the specific customer Commercial:  Indicates that Type: Commercial was selected from the Customer panel for the specific customer Contact:  Indicates that a customer name record is associated with a contact record for a customer
  Address1	Displays Address 1 field information as it appears from the ‘Customer Address’ panel for the customer
  Address2	Displays Address 2 field information as it appears from the ‘Customer Address’ panel for the customer
  City	Displays City field as it appears from the ‘Customer Address’ panel for the customer
  State/Province	Displays State/Prov field information from the 'Customer Address' panel for the customer
  Postal Code	Displays Postal Code field information for 'Customer Address' panel for the customer
  Phone Number(s)	Displays primary phone numbers from 'Customer Communication Info' panel for the specific customer
  Email Address(es)	Displays all email addresses from 'Customer Communication Info' panel for the specific customer

Work Order

Adjustments:

• Resolved issue where not selecting a task to associate a credit memo with was not appropriately dividing the credit memo amongst all task.   This was resulting in a ‘Bad Account Code’ message when trying to transfer Adjustments to QuickBooks.  

Bucket Scheduler:

• Made following changes to labels on the Bucket Scheduler:
  
  

  Original Label	New Label
  Before-Noon:	AM:
  Anytime:	Standard:
  Afternoon:	PM:

• Day of week selected will now display to the right of Job Date. Day of week is based off the date that is currently selected in the Job Date field.
  
  Bucket Scheduler

Communication Notes:

• Improved work order communication notes to display sender name, date/time sent, recipient information, and communication status
  
  Work Order Communication Notes

Notifications:

• Resolved issue where Notifications panel was sometimes failing to load properly and instead was loading with all notification options unchecked

Print:

• Selection of Print | Email Invoice from a work order will now generate better messages informing the user if there are issues that are preventing the emailing of the Invoice (i.e. Please save work order changes first)

Work Order - Search:

• Added ‘Claim Info:’ field as a search criteria to the work order search panel allowing users to search based on the claim information entered on a work order
• Added ‘Contact’ field as a search criteria to the work order search panel allowing users to search based off customer contact names.
  • ‘Contact’ search field uses a typeahead method which will return a list of customers based off an exact match on last name to the information you typed in. Users will be required to select an exact match on contact name to search by 
  • ‘Contact’ typeahead results will return a maximum of 20 results to select from o Changed label on ‘Name’ search field to ‘Customer Name’. 
  • ‘Customer Name’ search field will return results based off partial matches allowing you to type a portion of a customer’s name and view all results that contain the content.
• Work Order Search Export will now include a column to display the technician’s name
• Added space to the search criteria label for ‘Ticket #’. Prior to change the label read ‘Ticket#’

Setup Franchise

Options – Postal Codes:

• Added ‘Zone’ column to the Postal Codes grid
  
  Setup Franchise: Postal Codes