Downtime for Release of 1.67 was 8/12/2020 from 9:00 PM - 11:00 PM (EDT). Downtime is to allow for the new version update to be applied to SmartWare
Accounting
Batches
- Added a Print column to the grids in 'Batches Pending Approval' and 'Approved Batches; this column contains a
(Print Batch) button that will print a Deposit report listing payment information and totals. Cash payments are not listed individually, but only in the totals
eProcessing Payments
- Added new 'eProcessing Payments' screen to work with the new capability for contactless payments for franchises using eProcessing Network for credit card processing. This screen allows users to download any contactless payments that customers have made and attach them to their respective work orders by clicking the
(Get Payments) button
Invoicing
- Adjusted two of the labels in the 'Choose' drop down from 'Reviewed (Ready to Finalize)' and 'Finalized (WSA Ready)' to simply 'Reviewed' and Finalized'
Administrative
Employees
- Resolved issue where on rare occasions a technician would be actively associated with two devices
Customer
Customer
- When entering credit card info in the Billing widget, the expiration date is no longer defaulted to the current month and the Last Name field is no longer required
- When adding a Contact on the Customer screen, the default Notification options are set to those selected in the Franchise User Defined Values
- Resolved issue where Secondary Lead Sources that were made inactive in the Setup Franchise screen could still be selected in the Customer screen
- Resolved issue where when a customer has a capital letter in the middle of the name (i.e. McDonald), the system would automatically make that letter lowercase
Dashboards
CSR
- Columns in the CSR Dashboard can now be sorted
Management
- Resolved issue where Praise contact log entries were showing in the Complaints widget
Owners
- Resolved issue where in specific circumstances, data would be missing after returning to the Owners Dashboard until the Update button was clicked again
- The CSR Big Board can now be exported from the CSR Big Board tab on the Owners Dashboard using the
(Export To Excel) button
Dispatch
Daily History
- Resolved issue where the Daily History Export would be blank for the Job Status column for all jobs
Dispatch
- The 'PO Status' column will now show the count of purchase orders on the work order even after all POs have been received rather than just a check mark
Material
Vendor
- A
(click to activate/inactivate vendor) button was added next to the edit button. Pressing this for an active vendor will inactivate all contact information and addresses for that vendor. Pressing it for an inactive vendor will reactivate their primary contact information and primary address - Add New Vendor form overhauled. Can now add vendor information to a new or existing vendor from here
Reports
Reports
- Added a new criteria option to the Top Customer report called 'Billing Type'; this allows the report to be run for Customers, 3rd Party Billers, or both
- Added bar graphs to the Monthly Sales Comparison report to show sales and job comparison per month for two years back from the selected month
Setup Franchise
User Defined Values
- Resolved issue where in specific circumstances an option might appear to be unchecked on the User Defined Values screen but still be actually set to true
Work Order
Attachments
- Attachments can now be made inactive
- Restructured the Work Order Attachments into a grid format. The grid will list the name, type, and date of all attachments associated with the work order, as well as whether the attachment is active or not. Only active attachments are shown by default. To edit, view, or download an attachment, click the
(edit) button
Payments
- Added capability for contactless payments for franchises using eProcessing Network. Invoices for those franchises will include a link ("Click here to pay now!") beneath the Balance Due line that when clicked, will take a customer to the ePN website and an invoice the customer can use to enter a credit card payment. The payment can later be downloaded to SmartWare using the new screen at Accounting -> eProcessing Payments. Customers must have an email address associated with their customer record for the link to appear in the invoice
- Refunding a credit card payment made on the iPad will now also create the refund in ePN or Authorize.net, not just in SmartWare, as long as the payment was made when the iPad app version was 4.1.59 or higher
- The Payment Date and Posted Date now show in MM/DD/YYYY format rather than 'Jan 1, 2020' format
New Work Order
- Resolved issue where an error message would appear when saving a new work order if a Job Description or Internal Work Order Comments note had been added and then new equipment created for the work order
Work Order
- Changed the name of two work order statuses: the 'Payroll' status that appears in the summary when the Employee Time and Revenue report is run and finalized is now called 'Time & Revenue'. The 'WSA Ready' job status has been changed to 'Finalized'
- Resolved issue where it was possible to set a work order to Reviewed without actually making it Tech Completed first
- Resolved issue where payments were locked and couldn't be edited if they were included in a batch
- Resolved issue where the inventory adjustment on marking a work order Reviewed did not remove the full quantity of parts if the part was on multiple rows on a task
- Resolved issue on the Work Order Payment grid where part of the batch number would be cut off
- Resolved issue where if a work order was created using a contact, certain screens would show the contact's phone number and email address rather than the customer's phone number and email address on the main Work Order panel
- The Action field will now show underneath the Cancel Reason and Cancel Comments fields on a Cancelled work order
Work Order Search
- When using a date range when searching for work orders, the search will use the job date rather than the date on the current status