Version 2.23.1 Released 02/06/2025

Downtime for Release 2.23.0 was 02/05/2025 from 9:00 PM - 11:00 PM (ET).  Downtime is to allow for the new version update to be applied to SmartWare.

General

Text Panel

• When a customer responds to their confirmation text message (available only with Two-Way Texting enabled) by replying with "1" to confirm or "2" to cancel their appointment, a message will be displayed explaining the meaning of "1" and "2."

Communication

Phone Monitor

• Fixed the Job Time on the Customer Related Information grid

Customer

Customer

• Customer
  • Added the ability to change the color of the 'Special Info' text box. 
• Billing
  • Fixed an issue that was sometimes causing the Cumulative Jobs and Fees to double.

Customer Icons

• Changed the tooltip from 'Is Back Market Exempt' to 'Do Not Mail'

Material

Cores & Returns

• Added the ability to see the Model and Serial Number associated with the part by clicking on the MFG # (the MFG # will appear as a button).

Parts

• On the part detail screen, added when the part was last updated and who updated it.
• 
• For user added parts, you can now edit the Vendors.

Vendor

• Fixed an error that was preventing adding a new vendor.

Reports

Sales By Technician

• Changed the default time range to be Week.

Technician Adjustment

• Changed the email attachment to Excel when the emailing the report.

Setup Franchise

Part Margin Tool

• Changed the sorting of the grid when the screen logs to be by 'Cost From'.
• Added the Active filter and defaulted it to Active so only active rows will show.

User Defined Values

• Miscellaneous Tab -> Reports section
  • Added 'Invoice Version' that will allow you to select which invoice you want to use:
    • Simple
      • Original invoice
    • Display Saving
      • New invoice that displays the savings
  • Mobile Apps tab
    • Added a new option that will allow each office to determine what time tomorrow's work orders can be sync on the technicians iPad.
  • Scheduler tab
    • Added the ability to allow online jobs to be overbooked.  There are options for weekdays, Saturday and Sunday.
      • 

Work Order

Payments

• On the payment detail screen, added when and who created the payment.

Simple Scheduler

• Fixed an issue that when routing to an address that is not drivable (car route not found) the following message will now display

Summary

• Added a row when a payment, refund, credit or bounced checked were added to the work order.

Text Log

• When a customer responds to their confirmation text message (available only with Two-Way Texting enabled) by replying with "1" to confirm or "2" to cancel their appointment, a message will be sent explaining the meaning of "1" and "2."

Work Order

• Changed the 3rd Party Bill To Name search to include the primary address.