Version 2.8.0 Released 11/09/2023

Downtime for Release 2.8.0 was 11/08/2023 from 9:00 PM - 11:00 PM (ET).  Downtime is to allow for the new version update to be applied to SmartWare.

Accounting

Invoicing

• AR All - Added the Work Authorization Number to the Statement report.

Administrative

Employees

• Employee Grid
  • The default search now sorts the employee name column alphabetically for improved user experience. 
• Employee Options
  • The description of the Employee Option 'EnablePartRetailEditing' has been updated to 'Enables (true) or Disables (false) Part Retail Editing on the iPad' for improved user clarity regarding the appropriate value to set.
  • We've introduced a new option called 'DefaultWorkOrderLoad' which allows users the ability to choose the default right-side panel to open when a work order is accessed. You can select from the following choices: 
    • Summary (default value)
    • Notes
    • Purchase Order

Communication

Phone Monitor

• Made the following changes to the job history grid.  This is the grid 
  • New Columns
    • Dispatch Code
    • Postal Code
  • Adding the following grid features
    • Ability to sort each column
    • Ability to filter each column
    • Ability so filter the grid
    • Page controls

Dashboard

Owners Dashboard

• Resolved issue where CRP Count was not accurately reflected when filtering the Owners Dashboard by technician.
• Addressed issue where Exporting the Owners Dashboard was sometimes resulting in a timeout error.  

Dispatch

Daily History

• Resolved issue where Work Orders with deactivated zones were not appearing in Daily History, ensuring a comprehensive historical record for all work orders.

General

Alerts

• Resolved issue where the Alert count occasionally failed to automatically increase when a new alert arrived in the office. 
• Resolved issue where clearing an alert by one user was not consistently triggering a decrement in alert counts for all other users within the same office.
• Alerts of Type: New Work Order will be individually presented and no longer grouped together, eliminating confusion caused by clicking the 'X' next to a group of alerts, which previously only discarded one alert instead of the entire group. 
• Resolved issue where clicking on an 'Email Error' alert did not properly filter the Communication History screen, ensuring that email alerts now correctly appear in the grid.  

Two-Way Text

• Addressed loading delays exceeding 20 seconds when opening Two-Way text flyout, resulting in a significantly faster user experience. 

Work Order Confirmation Replies

• With the implementation of Two-Way Texting, customers now have the capability to reply to Confirmation text messages, enabling them to either confirm or cancel their appointments.
• The Confirmation Text message has the following options:
  • Confirm: This option confirms the work order, equivalent to checking the 'Job Confirmed' checkbox on the Dispatch screen or the 'Scheduled Confirmed' checkbox on the Work Order. 
    • NOTE: This option only applies to work orders with a status of Scheduled or Travel. If the appointment can no longer be confirmed, a reply message will be sent to the customer, providing them with the following information: 'This appointment can no longer be confirmed. If you have any questions, please call the office at <phone number>.' 
  • Cancel: This option will cancel the work order, changing its status to Cancelled and setting the Cancel Reason to 'Customer Cancelled'. 
    • NOTE: Similar to confirmations, this is applicable to work orders with a status of Scheduled or Travel, with an exception for work orders with payments, which cannot be canceled.  In such cases, a reply message will inform the customer of the following: 'This appointment can no longer be confirmed. If you have any questions, please call the office at <phone number>.' will be returned to the customer.
• Customer replies can be viewed from the following locations:
  • Two Way Text Panel: You will be able to see the customers' replies, indicated by '1' (confirmed) or '2'(cancelled)
  • Customer
    • Customer replies are accessible from the Text Log grid located at the bottom of the Customer detail screen from Logs (section) -> Text Log (tab).
  • Work Order
    • The Text Log panel, accessible from Options -> Text Log, will also display customers'.

Map

Map

• Enhanced map efficiency by automatically deactivating Geography Shape records for inactive territories and preventing their display on the map during loading,  effectively addressing instance of erroneously showing neighboring territories for inactive franchises. 

Material

Parts

• Resolved issue where changes to the base cost or customer price to $0.00 were not consistently reflected when reopening the Part detail view.
• Part Search
  • Addressed an issue in Part Search, where editing a user-added part, changing the base cost, and saving it would cause the part search grid to reload, erroneously displaying a different list of parts.
• Global Inventory Search
  
  • Global Inventory Search has been enhanced with the ability for each franchise to customize their parts available for sale.   
  • In Setup Franchise -> User Defined Values -> Material tab, you can now check the box 'Allow Inventory Search' to enable this feature.  
    
  • Once enabled and saved, you can choose from the following options: 
    
    • All Parts: Selecting this option will make all the parts in your inventory available in the Global Inventory Search
    • Select Parts: Choosing this option and clicking Save will display a 'Parts for Sale Location' dropdown.  This feature allows you to select a specific location, indicating that only parts stored in the chosen location will be available in the Global Inventory Search.
      
      • • Parts for Sale Location: This dropdown allows you to select a specific location to use for identifying parts available for sale.
        • TIP: You can create a new location to curate the parts you want to have available for sell, providing greater flexibility and customization.

Purchase Order

• Resolved an issue where, while viewing the purchase order part detail screen and adding a new purchase order part, the part status was retaining the status from the previously viewed purchase order part.  
• For users participating in the Global Inventory Search, a new count will now appear underneath the existing count on the purchase order search.    
  
  • This new count represents the total quantity of this part available from other Franchises also participating in the Global Inventory Search.
  • Clicking on the count will open a popup screen displaying all the offices participating in the Global Inventory Search that have the part available for sale, enhancing transparency and collaboration.

Reports

Sales By Postal Code

• Resolved an issue where inactive postal codes were not being excluded, ensuring more accurate sales figures for offices using the report. 

Favorites

• • Resolved issue where favorited reports were not displaying when clicking the 'Favorites' (button).

Setup Franchise

Setup Franchise -> Manufacturers

• We've introduced a new feature in Setup Franchise called 'Manufacturers', which enables you to specify a manufacturer. With this feature, when a technician selects a part from that manufacturer from the iPad, they will be prompted to enter the part cost, enhancing cost tracking and management.

Work Order

Work Order

• Resolved an issue with the Discard button in Work Orders, ensuring that it now consistently closes work orders and contributes to a smoother workflow experience.
• In the Work Order -> Options -> Time Clock -> Print (dropdown) menu, you can now generate a Time Sheet report by clicking the Time Sheet option.  This report is based on the time clock entries associated with the selected Work Order, providing a comprehensive overview of time spent on various activities, making it easier to track and manage your work order time.