Downtime for Release 2.11.0 was 02/14/2024 from 9:00 PM - 11:00 PM (ET). Downtime is to allow for the new version update to be applied to SmartWare.
Accounting
Invoicing
- Added a Postal Code column to both the grid and export, positioned after the Address column.
Calendar
Calendar
- Resolved a timeout issue that occasionally occurred when opening the Calendar screen.
Dashboard
CSR
- Changed the Non-Customer Call and Customer Call columns to count as follows:
- Non-Customer Count: Booked To Far Out, Customer Follow-Up, Out of Service Area, Personal, Tech/Employee, Telemarketer, Wrong Number, Not Authorized For Warranty, Test Call, Service Not Offered
- Customer Count: Canceled Appointment, Checking Date Availability, Diagnostic Too High, New Order, Price Check, Done Right Promise
- Changed the Call Time and Avg Call Time to include seconds
Owners
- Resolved a timeout issue when exporting the dashboard Year To Date and applying filters by technician.
Dispatch
Daily Schedule
- Users now have the flexibility to adjust how far out the technician's schedule is copied, a feature previously set at 35 days. This enhancement offers greater control and adaptability in the scheduling process and can be customized in Setup Franchise -> User Defined Values -> Scheduler tab.
- The modified value is visible in the Employee detail -> Schedule Templates widget and the Dispatch -> Routing Setup -> Schedule Template screens in the Recalculate button wording.
General
Two Way Texting Panel
- Performance enhancements were implemented in the Two-Way Texting panel, ensuring improved responsiveness and efficiency for users engaging in text communication.
Material
Cores & Returns
- A Legend button has been added to provide clear explanations for the significance of colored rows across all grids, enhancing user understanding.
- Resolved an issue where unmarking a purchase order part as "Return to Office" now correctly removes it from the Cores & Returns module, ensuring accurate representation of inventory status.
- Resolved an issue causing duplicate rows to appear in the Return to Distributor or Receive Reimbursement grids when a part supplied by Encompass was moved, ensuring data accuracy and eliminating redundancy.
Locations
- A new 'Remove All Inventory' button was added, enabling users the ability to efficiently clear all inventory from a selected location.
- This feature is accessible only when a single location is chosen for enhanced control in inventory management.
Parts
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Part Search
- Users participating in the Global Inventory program will now benefit from a new column in the Part Search Grid, displaying the quantity of parts available for sale.
- Clicking the Global Inventory number opens a popup screen that lists all offices offering the part for sale, along with the respective quantities available in each office, providing users with valuable insights for streamlined procurement.
- Users participating in the Global Inventory program will now benefit from a new column in the Part Search Grid, displaying the quantity of parts available for sale.
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Physical Inventory Scan
- Resolved an issue that was causing some parts to show twice when adding a part to a scan.
Purchase Order
- Search - Export button added
- Added an Export button to the Purchase Order search screen. The Export button is located in the header to the right of the Search button.
- Added an Export button to the Purchase Order search screen. The Export button is located in the header to the right of the Search button.
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New Parts Label report
- This enhancement includes the integration of the Parts Label report into both the Purchase Order Parts grid and the Purchase Order Parts detail screen.
- The report provides comprehensive details, displaying information such as the Technician's Name, Customer Name, Ticket Number, and Job Date, facilitating a more organized and insightful view of the purchase order-related information on an easy to print label report.
- This enhancement includes the integration of the Parts Label report into both the Purchase Order Parts grid and the Purchase Order Parts detail screen.
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Un-Receive a Part
- A new feature was added allowing you the ability to un-receive a received part. Users can edit any received part on the Purchase Order ->Part Detail screen, where the Received Status grid now includes a dedicated unreceive
button.
- Upon clicking the button, a confirmation prompt will appear to verify you wish to unreceive the part.
- Additionally, a new inventory movement type has been implemented to accurately track and log instances when a part is unreceived, providing users with enhanced control and visibility over their inventory movement.
- A new feature was added allowing you the ability to un-receive a received part. Users can edit any received part on the Purchase Order ->Part Detail screen, where the Received Status grid now includes a dedicated unreceive
- Purchase Order Search
- Resolved an issue affecting Canadian offices only where searching by a Manufacturer #, specifically for Encompass parts, was not returning any results.
Reorder
- Resolved an issue that when a Purchase Order was generated form the Reorder screen, and subsequently closed, users were redirected to the Purchase Order screen instead of returning to the Reorder screen.
Reports
Technician Daily Route Sheet
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An enhancement has been made to the Technician Daily Route Sheet report, where the City and Postal Code columns have been replaced with a consolidated Address column, providing users with a more comprehensive view by displaying the full address.
Setup Franchise
Phone System Setup (Clarity users only)
- SmartWare is updating its interfaces with Clarity for offices utilizing the Click-To-Call feature to initiate an outbound call from Smartware. This change is implemented through the Phone System Setup screen located in Setup Franchise -> Options -> Phone System Setup.
- To connect to Clarity, enter your Clarity login credentials (the same ones you use when logging into the Clarity website) and click the Connect button
- Upon successful connection to Clarity, the Connection Status will change from Not Connected to 'Connected by user: [Username]'.
Work Order
Invoice
- Resolved an issue for offices using eProcessingNetwork and changed their Invoice template to use the 'Invoice Email - ePN', the warranty emails will no longer show any dollar amounts.
Work Order
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A new edit functionality has been incorporated into the Simple Scheduler time for Work Orders, ensuring data accuracy by displaying a warning message when an invalid Hour or Minute is entered, and prompting correction before the technician can be selected.
- A change was made to ensure that deactivating a tax authority on a work order with multiple tax authorities now consistently and successfully deactivates the specified tax authority.
- For offices utilizing eProcessingNetwork, invoices created through the PayNow link will now display the SmartWare ticket # instead of the ePN generated invoice number, streamlining the invoicing process and enhancing tracking accuracy.