Downtime for Release 2.20.0 was 10/30/2024 from 9:00 PM - 11:00 PM (ET). Downtime is to allow for the new version update to be applied to SmartWare.
Customer
Customer Icons
- Added a new icon to represent when the customer has an expired Appliance Wellness Plan
- Resolved an issue that was causing the 'Has Current Task' icon from showing when the customer didn't have any tasks.
Jobs / Recurring
- If you have Recurring enabled (Setup Franchise -> User Defined Values -> Work Order tab), the Jobs widget was changed to by default not show cancelled recurring work orders. To have the grid included cancelled recurring work orders, a toggle was added. This will toggle showing / hiding the recurring cancelled work orders.
- The recurring detail screen now has a list of the the recurring appointments that were created.
Dashboard
Technicians
- Added a Call Back % next to the Call Back count.
Material
Locations
- Resolved an issue that was preventing the importing of parts from the location part excel template.
Parts
- Resolved an issue in the Encompass import that was not reactivating a part if that part was again included in the Encompass part list.
Setup Franchise
Locations
- Resolved an issue that was preventing the Copy Template button to properly work.
Work Order
Invoice
- The following changes were made the Invoice report.
-
Option Functionality 1 = Primary column heading Will only appear if any task is an Add On task. 2 = Amount If the task is an Add On task, this will be the amount if the task was the primary. 3 = (Not Accepted) If a task was not accepted, it will now show on the invoice with not accepted wording. 4 = Red Amount If the task is a Add On, this is red to signify there is a savings on the task. 5 = (Amount) If the amount being charged is negative, it will be be colored red. 6 = Discount / Savings Shows the total savings on the invoice. - Changed the Recommended Repairs to:
- Move the Unaccepted Tasks to the task section (see above)
- Only display the notes IF any notes were entered.
Simple Scheduler
- Resolved an issue where the simple scheduler was not adding an row if a technician had enough time between their other jobs.
Work Order
- Resolved an issue where, when two users were simultaneously editing the same work order and one user changed the status to 'Tech Completed', a new check was added to ensure the work order had not already been included in a Time & Revenue period.
- When the primary technician is changed and there are parts on the work order, a question was added asking if you want to move the parts to the new technician. Answering yes will bring up the Inventory Transfer screen.