Version 2.18.0 Released 09/19/2024

Downtime for Release 2.18.0 was 09/18/2024 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 'Search All Time' check box that when checked will ignore the 'Date' and 'To' dates. 
  • Note: Checking the check box will disable the dates.
• AR All
  • Resolved an issue that was causing a time out message if a large number of statements were being generated.

Administrative

Employee - Time Clock widget

• Resolved an issue that was causing a Travel text message to be sent out if a Travel time clock entry was edited and saved.

Employee Goals

• Resolved an issue that was preventing the employee goals from being copied out 5 weeks.

Timeclock

• Resolved an issue for users in the Pacific time zone that was preventing their time clock entries from showing if they entered them before 8:00 AM.
• Resolved an issue that was causing a travel text message and email to be sent if the existing travel time was adjusted.

Appliance Wellness Plan

See the Appliance Wellness Plan user guide here.

Customer

Customer

• Customer icons
  •  
  • Customer icons have been added to the following screens to enhance visibility and provide insights into customer status:
    • • Customer Search (main menu)
      • Customer Search (from new work order)
      • Dispatch
      • Invoicing
      • Phone Monitor
      • Daily History
      • Routing
      • This is an example of how it looks on a screen:
        
    • Hovering over a customer icon will display a tooltip explaining its meaning. See below for examples of the icons and their tooltips.
      • = Is VIP
      • = Has Current Tasks
      • = Is Back Market Exempt
      • = Do Not Service
      • = Has Appliance Wellness Plan

Dashboard

Owners

• Added 'YTD Last Year'
  •  
  • This option will default the 'From Date' to Jan 1 of last year and 'To Date' to todays date, but changing the year to last year.

Dispatch

Dispatch

• Fixed the 'Duration' column to take into account the time zone of the user (which may be different than the office being viewed) to accurately to show the correct minutes.

Material

Parts

• Added the ability to override the cost of a Marcone and Encompass supplied part.  You do this by checking the 'Override Cost' check box.
• After you enter the cost, you must click the 'Calc Customer Price' button
  • Clicking the button will automatically check the 'Override Price' check box.

Purchase Order

Purchase Order

• Resolved a rare issue that was preventing the Purchase Order status from going from 'Open' back to 'Closed' after receiving the Purchase Parts from the Material -> Receive screen, while the associated Work Order remained open.

Reports

Sales Tax Summary

• Added a new report that just shows the total amounts from each tax authority.

Zone Analysis

• Resolved an issue that was preventing the report from showing any data if only one date was selected.

Setup Franchise

Accounting Class Code

• A check was added when deactivating a class code, it checks to see if the class code is selected on any active territories.  If it is a warning message will appear in the bottom right of the screen.
  

Manufacturers

• Add the below Manufacturers to have special pricing.  This means that when a part from this manufacturer is added to a work order, the cost must be entered.

Postal Codes

• Export was changed to include the Tax Authority column.

Territories

• A check was added when removing an Accounting Class Code from a territory, if you want to remove this Accounting Class Code from all work orders that have yet been sent to QuickBooks Online. 

Work Order

Job History

• If you are enabled Recurring Work Orders (See the Appliance Wellness Plan user guide here) then you will see the recurring button in the first column.  Please see the Appliance Wellness here.

Payment

• Added 'Balance' button 
  •  
  • This will set the Amount field to the balance of the work order.
• Resolved an error that was preventing the saving of a credit card refund.

Recurring Work Orders

• You can access the Recurring Work Orders user guide here.

Routing Scheduler

• Added the text to the bottom of the panel to help explain how the Forced Technician is used when the Router is run:
  • ** Forced Technician is only used for the first visit. Subsequent visits will use the primary tech from the pervious visit.

Task

• Resolved a rare issue that allowed tasks with invalid data to be saved, preventing them from appearing on the Invoice report.