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Version 2.3.0 Released 07/13/2023

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    Downtime for Release 2.3.0 was 07/12/2023 from 9:00 PM - 11:00 PM (ET).  Downtime is to allow for the new version update to be applied to SmartWare.

    Accounting

    Batches

    • Fixed issue that if a payment on a batch and the payment was made inactivate, then the batch was made inactive the if the payment was reactivated, it was appearing on the inactive batch.

    Invoicing > Grid

    • The PO Total column will only include parts that are active on the work order and their status is not canceled.

    QuickBooks Setup

    • Fixed issue that was causing the QB Period Closed to get set to an invalid value when trying to clear it, preventing the Transfer from working.

    QuickBooks Transfer > Adjustments

    • Change was made to have only one row per adjustment that includes Labor and Sales Tax.
    • A payment can now be moved to an open work order as long as the WO is still open.

    QuickBooks Transfer > Exceptions

    • A fix was made to allow payments to process without all the WorkOrder required items.

    QuickBooks Transfer > Payments

    • Change was made to display unprocessed payments without the user choosing a specific date

    QuickBooks Transfer > Sales

    • Change was made to have only one row per WorkOrder that includes Task and Sales Tax

    Administrative

    Menu Pricing Guide

    • After saving a task, the labor value can be added immediately without saving for a second time
    • A change was implemented to prevent users from copying empty Price Books, ensuring that only Price Books with task can be duplicated. 

    Customer

    Customer

    • A change was made to the special information field to allow 500 characters

    Customer > Communications

    •  An option was added to allow customers to opt out of further text messages
      • Tool Tip: 'The customer must reply with either START or STOP (not case sensitive) from their cell phone to toggle receiving messages. This check box is to let you know the status of the customer receiving messages.' 
      • Once the customer has chosen to 'Opt Out' a Change Log will be added to the customer record.
      • If the customer has 'Do Not Text' flagged and a text message is attempted; the Communication Log in the customer record will indicate that the text was not sent. 

     

    • Removed the ability to make a Location Template the Primary address.

    Customer > Logs

    • Communication Log: If a text message comes back with a status of 'Not Received' , this will now display in the Communication Log

    Customer > Customer Search

    • Added 'Billing Type' to Search Options. Is located under 'City'

     

    Dispatch

    Dispatch > Dispatch

    • The export will now include a column for the postal code

    Dashboard

    Owners Dashboard

    • Added Average Service Cycle row with tooltip 
      • Tooltip reads: Represents the average number of days it takes for a work order to be completed, from start (1st time WO marked active) to finish (WO marked Tech Completed).
    • Added a Warranty Type Column on the Export and Email.  This displays the warranty selected on the work order.
    • Added Closed Revenue, Closed Job Avg to Dashboard
      • These are also included when emailing the report

    Technicians Dashboard

    • Changed the grid sorting to sort by revenue, highest to lowest 
    • Changed the formatting of the Job Avg column to be currency

    Employee

    Access Control > User Name

    • The User Name has a check for invalid characters and will display a yellow warning message at the bottom of the screen ’The Username has invalid Characters: ‘

    Logs > Employee Options

    • Added option 'AllowSelectPartAsWarranty' that toggles if the technician is able to select a part warranty on the mobile technician application.
    • Changed the Boolean values to be 'True' or 'False'

    Open Work Orders

    • Added new panel under Addresses called ‘Open Work Orders’
      • This will display a grid of work orders with the following work order statuses
        • Reviewed
        • Ready To Schedule
        • Scheduled
        • Tech Completed

    Material

    Cores & Returns

    • A change was made to show the PO information on the Cores & Returns grid.

    Inventory Transfer

    • A change was made in the ‘To’ dropdown list so that it would not display templates

    Material > Equipment Search

    • A change was made to display equipment in the search by Work Order Start Date
    • A fix was made to include the Work Performed Notes in the Equipment Search Screen

    Parts

    • Resolved issue where unchecking the 'Core Charge' checkbox was not saving. Now if you uncheck this checkbox and click 'save' it will correctly save the changes
    • PO's with canceled or inactive parts will not display in the Parts Detail Screen
    • Clicking 'Discard' will now close the Materials (tab) and the Part Detail Screen.      

    Physical Inventory Scan

    • A change was made when removing quantity from a location because of a Physical Inventory Scan, it will not remove additional quantities from a record than what already exists

    Purchase Order

    • The 'Receive Part' button is disabled when the Purchase Order is marked 'Inactive'

    • Change was made to the 'Ship To' field would be highlighted red when not filled in

    • Resolved issue that caused users to be directed to the Purchase Order search screen instead of the Reorder screen after closing a newly created purchase order that was created from the Reorder screen.  Now, users will be correctly directed back to the Reorder screen. 
    • When adding a part on a Purchase Order, it will now display on the PO grid without refreshing the grid.
    • Search grid - Changed the Cost column to not include inactive or cancelled parts.

    Receiving

    • Clicking ‘Receive’ will now clear the filters on the column and grid after the parts are received

    Reorder

    • Resolved issue that was sometimes making some parts show more than once.

    Report

    Phone Monitor Report

    A new report was added that will display Completed Reason, Calls, Call % and Totals

    Invoice Report

    • Increased the width of the customer email field.

    Tech Adjustment

    • Fixed Excel export, removing the extra/merged columns

    Ring Central

    Incoming Calls & Texts

    • Corrected an issue where Ring Central would randomly stop working and not allow incoming calls and text messages.

    Setup Brand

    Franchise

    • When selecting ‘Copy Menu Pricing Guide’ will not display Menu Pricing Guides with no active tasks

    Setup Franchise

    Setup > Franchise Name

    • Fix was made to allow the changes of the Franchise Name to be saved without loading a second tab

    Setup > Options > Dispatch Codes

    • Added a Active column.  By default only active Dispatch Codes are shown.  

    Setup > Options > Employee Goal Screen

    • Removed the ‘Today’ and ‘Clear’ buttons
    • Resolved issue where employee goals were mistakenly being created for past dates even when none existed previously.  Now, auto-filling of employee goals will only occur for today and future dates. 

    Setup > Options > Phone Lead Source

    • Changed the phone lead source detail screen to make the phone number readonly (must be edited from the Communication grid)

    Setup > Options > Postal Codes

    • Change was made to the ‘export’ so that the Postal code would only be listed once.

    Setup > Options > Zones

    • Added a Active column.  By default only active Zones are shown.  

    User Defined Values > Miscellaneous > General

    • New Checkbox added ‘Exclude Travel Time before first job active hours in Time & Revenue’
      • This will default unchecked

    User Defined Values > Material > Part Import

    • Added the last time Marcone and CoreCentric were imported

    Setup > Options > Zones

    • Fixed the export function to not have duplicates

    Work Order

    General

    • The Job status will automatically update when the work order job status is updated and will no longer require a refresh to view the update
    • Fields will now save data when switching between tabs for the Main Work Order Screen and all of the Options.  This includes the Work Order Search Grid and New Work Order screen
    • Fixed issue were if the Zone assigned to work order is not inactive then it will show in the Zone field, previously the Zone field would be blank.

    Work Order > Cores & Returns

    • Fixed issue where the incorrect vendor was displaying for the PO Part

    Work Order > Notifications

    • Fixed issue where Bill To notifications would disappear if a notification was edited

    Work Order > Adjustment

    • Added the ability to move a payment on a work order.  This is available from the Options -> Adjustment screen.  

    Work Order > Simple Scheduler

    • The Simple Scheduler will always populate regardless of the Zone assignment on the Work Order

    Work Order > Task

    • Resolved issue that was preventing adding of a new task that had the same task description as another task in the same Category.
    • Resolved Part quantities on a task. They are not allowed to be negative or zero
    • Added ability to search for a part by exact match.  

    Work Order > Tax Authority

    • When copying a Work Order it will not include inactive Tax Authorities
    • Fixed issue that if a tax authority expires day before the work order's Job Date, but is still active today, the tax authority will still show on the dropdown

    Work Order > Warranty      

    • Resolved issue where the Task grid was not showing the equipment that is associated with the task

     

     

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