Downtime for Release of 1.71 was 12/02/2020 from 9:00 PM - 11:00 PM (EDT). Downtime is to allow for the new version update to be applied to SmartWare
Administrative
Tortal Training
- The "Higher Logic" link has been replaced with a link to the Tortal Training site. As with Higher Logic, clicking the link will sign you in to the Tortal Training site
Customer
Customer
- Resolved an issue where there could be two Primary emails or two Primary phone numbers on the customer screen
- When re-tokenizing or inactivating a customer's credit card, the old token will now be cleared
Dashboards
CSR
- Detail grids can now be toggled for the Totals line, not just individual employees
Owners and Technician
- Re-adjusted how Call Back counts are calculated to give a more accurate result. The count comes from the number of work orders that are marked as Call Back that were Tech Completed in the selected date range. On the Technician Dashboard, the Call Back count will be associated with the primary technician on the original job, not the technician on the call back job
Dispatch
Routing
- Resolved an issue where if a customer address had validated to coordinates overseas, trying to schedule the work order through the router resulted in an error message and no jobs being routed. Now the job will be skipped over and show in the "Jobs NOT Routed" section with the message of "Unreachable Location - Verify Customer Address Lat/Long"
General
Closed Tab Re-Opening
- Resolved an issue where sometimes when closing a work order or some other opened tab it would re-open the screen it was originally opened from (ie Dispatch > Work Order > Close Dispatch > Close Work Order > Reopens Dispatch screen)
eProcessing Contactless Payments
- Resolved issue where the ePN BillPay invoice wasn't being created for customers and third party billers with non-alphanumeric characters in their names
- Resolved issue where making the only task on a work order unaccepted before adding a second task as the active and accepted task resulted in the ePN BillPay invoice being marked as Paid and $0 total; we will no longer send the update to ePN if the work order is set to a $0 total
- The process to pull down the contactless payments made through ePN will now be automated. The system will check every hour and pull down any payments made in the last day. The eProcessing Payments screen will still exist, but instead of using it to pull payments down, users can see the invoices paid using contactless payments in the last few days
Material
Equipment Search
- Added new Equipment Search screen. This screen allows users to look up equipment by model number and see what notes, tasks, and parts have been put on work orders across all franchises for equipment with that model number
Parts
- Resolved issue where if a user added part got merged into a Marcone part during the weekly import, the price on the user added part got locked in as an override price for the Marcone part
Purchase Order
- Resolved an issue where upon saving a Purchase Order it would give a red error message
- Resolved issue that sometimes generated a "cannot mark purchase order as closed" warning message even if the parts were showing as received
Reports
Reports
- These reports now email as an Excel file and not as a PDF:
- Customers with Lead Source
- Equipment
- Inventory by Location
- Minutes Worked by Postal Code
- Part Sales
- Sales By Dispatch Code
- Sales By Lead Source
- Sales By Postal Code
- Sales By Technician
- Tasks Created By Technician
- Technician Mobile Route Sheet
- When searching for a customer for the Job History report, it now adds the street address of each customer to the search results to differentiate between customers who may have the same name
- Email option now finds the customer's Primary email address correctly
- Resolved the source of the error message "no primary e-mail address found" when emailing reports to employees, where the employee actually had a primary e-mail address
Setup Franchise
Setup
- On the Territory Detail screen, payment processing options have been moved together. For offices using eProcessing, the ePN Account and Restrict Key only need to be entered once and it will be for processing credit cards on both the iPad and in SmartWare. Note that if you need to change the password in the future, you will need to set the Processor Code to 0 or the password will not be correctly updated for both
Work Order
New Work Order
- Resolved an issue where pressing the 'Enter' key while creating a new work order that is outside of your owned territory creates a duplicate of that work order
Work Order
- Resolved issue where trying to refund a payment made by charging a tokenized credit card when using Authorize.net would potentially fail because the transaction ID and authorization code of the original payment weren't being saved correctly