Downtime for Release of 1.64 was 5/13/2020 from 9:00 PM - 11:00 PM (EDT). Downtime is to allow for the new version update to be applied to SmartWare
Accounting
Invoicing
- Added a new column of "Action" to the "All Not Processed", "Open Work Orders", "Tech Completed", and "Opportunities (Unaccepted Tasks)" grids and exports. This column will show any Action currently selected on the work order
QuickBooks Setup
- Moved the "QBO Period Closed" option to the QuickBooks Setup screen
QuickBooks Transfer
- Resolved issue where setting the date filters was excluding items where the reference date was the same as the start date filter
Administrative
Menu Pricing Guide
- When creating a new price book, the Copy from Price Book drop down will include the territory name after the price book name
- Labor hours in the Menu Pricing Guide tasks can now store four decimal places
- If a price being added or edited cannot actually be calculated by the MPF and the hours to four decimal places due to rounding problems, the following message will appear: "There are rounding problems with the price you entered. To maintain the exact price entered, check the Fixed Price checkbox."
- Resolved issue where clicking the "Save" button after making changes was not re-loading the grid
- Moved the "In Price Book" filter from the grid to above the grid, under the Category search filter
- When unchecking tasks in the "In Price Book" column to remove them from a price book, the tasks will not be removed from the grid until the "Save" button is clicked even when the filter is set to "In Price Book"
- Making a price book inactive will remove it from the drop down on the Menu Pricing Guide screen and make the territory records associated with it in the Menu Pricing Guide -> Territories grid inactive as well
Calendar & Tasks
Calendar & Tasks
- Added
(Show Map) button to the Calendar & Tasks screen. Tasks that are tied to Customers will show on the map if the Calendar is selected in the "Select Calendars" drop-down. Only one day's tasks will show on the map at a time; different days can be selected by clicking the date label at the top of the calendar (i.e. "Friday May 8, 2020") - Changed the "Completed" and "Show Single Day" checkboxes to buttons
- Resolved issue where the "Select Calendars" and "Select Calendar Item Type" drop-downs would list how many items were checked rather than what the drop-down is for
- Re-named the "On Calendar" column in the Calendar Grid to "Assigned To"
Customer
Customer
- The Notifications tab in the Logs panel will now include communication info for any Contacts associated with the customer
Dashboards
Management
- Resolved issue where the Employee Appointments widget had two scrollbars
- The Employee ToDo widget will now only show calendar items that are type ToDo
Dispatch
Dispatch
- Added a new column of "Action" after the "Status" column on the Dispatch Grid. This column will show any Action currently selected on the work order. The Action can be changed on the Dispatch Grid by selecting a new Action from the drop-down
- Resolved issue where inactive Time Off would show on the Dispatch Calendar
Material
Pick List
- Before a purchase order part has been received, the Location column will show the Expected Receive Location and the quantity of the part to be received there. After the part has been received, the Location column will show the locations the part was actually received to and the quantity received at each location
- Added colors to the Location column. Red indicates that a part has not yet been received. Yellow indicates that a part has been received to a different location than the Ship To on the purchase order, or the part has only been partially received. Green indicates that a part has been fully received to the Ship To location
Setup Franchise
User Defined Values
- Added a new option under the Phone Monitor section in the Miscellaneous tab called "Pop Phone Monitor on Phone Pick-Up"
- When the option is checked, answering the phone will result in the phone monitor screen loading automatically. When it is unchecked, the phone monitor screen will not load automatically
- This option can be used in conjunction with the "Show Ringing" option to give the user more freedom in when to open the phone monitor when answering a call. If "Pop Phone Monitor" is unchecked and "Show Ringing" is checked, the blue pop-up with the call information that appears will also have a button to open the Phone Monitor
- Added "Estimate Email" option to the Message Template Defaults in the Template tab
Work Order
Invoice
- Resolved issue where on occasion a payment just added to a work order was not showing on the invoice in the Today's Payment line
- Added an Estimate type of Invoice that can be printed or emailed when the Action on a work order is "Send Estimate", "Estimate Approved", or "Perform Estimate"
New Work Order
- Resolved issue where creating a new work order from the Phone Monitor was also loading a list of customers in the Customer Search results
- Added "Job Status" and "Action" drop-downs beneath the Scheduler buttons
Work Order
- Resolved issue where the payment grid was not showing check numbers or the last four digits of credit cards in the Payment Number column
- Resolved issue where on occasion trying to add a superseded part to a work order was changing the part to the top level part even if there was quantity of the superseded part on the tech's location
- Resolved issue where the Task Detail would show the labor hours with four decimal places but would always round to two decimal places
- Resolved issue where on occasion the customer name would be missing from the Warranty view
- Refunds are no longer created on the Adjustments screen. To create a refund, edit an existing payment and click the
(Refund) button. Then enter the refund amount and click the 
(Save) button - Notifications will now include Contact communication info if the work order was created using a customer contact
- Added "Action" drop-down below the Job Status. Actions allow a Ready to Schedule or Scheduled work order to be marked as an Estimate
- If a work order has an Action of "Send Estimate", "Estimate Approved", or "Perform Estimate", the Print/Email button allows for printing or emailing an Estimate type invoice instead of the usual Invoice and Warranty Invoice
- Resolved issue where long Task names would sometimes push the New, Save, and Discard buttons on the Parts detail panel to a position half off the header