Downtime for Release of 1.70 was 11/04/2020 from 9:00 PM - 11:00 PM (EDT). Downtime is to allow for the new version update to be applied to SmartWare
Accounting
QuickBooks Transfer
- Fixed an issue where payments that had already been transferred were appearing in QuickBooks Transfer
Administrative
Employees
- Employee Photos in the Attachments widget have been limited to 500kbs or less
- Security roles have been adjusted, and the Office and Dispatcher roles removed. Users who used to have those roles will have CSR instead
- Security roles of "Refund" and "Reports" have been added. The "Reports" role gives the user access to the Reports menu and all reports listed there. The "Refund" role gives the capability to use the "Refund" button on payments to create refunds. Users with the Owner role still have that capability, but all others will need to have the "Refund" role. Refund payments can still be created by other users by creating a new payment with the Refund type; only use of the button requires the "Refund" or "Owner" role
Menu Pricing Guide
- Resolved issue where if labor values were set on a task but the start time was set to the future, the task wasn't showing in the grid until the new start time
Customer
Customer
- Fixed an issue where after attempting the refund of a work order you could no longer add a new credit card for that customer
- Fixed an issue where when creating a new work order through the Jobs widget the new work order could have a non primary address as the default address
- The Credit Card information in the Billing widget now includes a territory selector for cases where an office may have different credit card processor accounts for different territories
- Added capability to inactivate a primary email address if the email address is the only one
General
MrAppliance.com
- Resolved issue where in some specific cases the website might show an older diagnostic fee instead of the current one for a franchise
Reports
Reports
- Fixed the issue which caused the PDF download of the Sales By Tech report to be blank
Setup Franchise
User Defined Values
- The Authorization Terms under the Work Order tab will now display on the iPad on the Authorization screen. Note that this text also appears on the Invoice above the customer signatures, so it is not currently recommended that the overall length be changed very much
Work Order
Simple Scheduler
- Fixed an issue where sometimes the Mileage calculation would pull from the Primary address instead of the Tech Starting address of a technician
Work Order
- Resolved issue where Refund type payments had the "Refund" button available
- Processed payments and refunds (i.e. credit card payments made on the iPad or charged through the SmartWare UI and refunds of those payments made by clicking the "Refund" button) are now read-only
- Resolved issue where refunds for payments made through eProcessing were not getting correctly posted to ePN
- Resolved issue where an error occurred when trying to create a refund for a payment already posted to QBO
- Resolved issue where a user had to refresh the app to make a payment with a credit card that was just tokenized