Downtime for Release of 1.61 was for 2/19/2020 from 9:00 PM - 11:00 PM (EDT). Downtime is to allow for the new version update to be applied to SmartWare
Administrative
Employees
- Resolved issue where when adding an employee address, if the postal code was not associated with a zone, a warning message about the postal code not being assigned to a zone appeared
Menu Pricing Guide
- Changed Primary Hours and Add On Hours columns to Primary Task and Add On Task
- Several columns in the Menu Pricing Guide grid can now be edited directly in the grid: Task Description, Primary Task, Primary Price, Add On Task, Add On Price, and Active. Fixed Price is only editable in the grid if it's already checked. To save changes made directly in the grid, click the
(Save) button on the MPG screen - Added MFG column that will display any and all manufacturers associated with that task
- When adding a new task, the QB Account and Sales Category will be defaulted based on the category selected for the new task. If a category is selected on the main MPG screen before adding a new task, that category will be defaulted on the new task
Customer
Customer
- Moved the Customer Notes panel to the second tab of the Logs panel at the bottom of the Customer screen. Notes can be edited by clicking the note instead of an Edit button
- Added pagination to the Customer Notes with ten notes on a page
Dashboard
Management Dashboard
- Added Background Check and Wedding Anniversary dates to the Employee Events widget
Owners Dashboard
- Removed 'Recall Jobs' and replaced it with 'Call Back Jobs'. This will show the count of Tech Completed work orders in the selected time range that have been marked as Call Back
Technician Dashboard
- Added a column 'Call Backs' to show the count of Call Back jobs the technician was the primary tech on
Dispatch
Dispatch
- Resolved issue where travel times and distance could be calculated using an inactive Tech Starting address, potentially causing extremely long travel times
Reports
Invoice
- Per request from Neighborly, added footer to invoices that will list the various Neighborly-provided home services in the customer’s postal code
Reports
- Added Customer Contact Log Grid report. This report will display all the Contact Log entries for customers in the selected date range, grouped by customer
- Added Employee Contact Log Grid report. This report will display all the Contact Log entries for employees in the selected date range, grouped by employee. This report can also be run for a specific employee instead of all employees
Setup Franchise
User Defined Values
- Added Confirmation Window options to the Template tab. The Confirmation Window Minimum Start Time is defaulted to 8 AM. Work orders that start before then will use the job start time as the start of the confirmation time window
- Added new option to the Mobile Apps tab that when checked, will require equipment added to tasks on the iPad to have Type, Make, Model, and Serial Number filled in
Work Order
New Work Order
- Resolved issue where Job Description and Internal Work Order Comments notes added on the new work order screen were on some occasions not appearing after the work order was created
Work Order
- Resolved issue where Notifications would appear to be checked but the messages would not send
- Resolved issue where PDF attachments would show as a broken link or on rare occasions prevent other attachments from being viewed without downloading them
- Can now associate a WO marked as Call Back with the source ticket. Checking the Call Back box will add a field to enter a Source Ticket Number
- Added 'Create Call Back Work Order' to the work order Options drop down. This will create a copy of the work order but without the tasks, parts, or notes. The new work order will automatically be marked as Call Back with the original work order listed in the Source Ticket Number field