Version 2.29.0 Coming 08/07/2025

Downtime for Release 2.29.0 is 08/06/2025 from 9:00 PM - 11:00 PM (ET).  Downtime is to allow for the new version update to be applied to SmartWare.

Administrative

Employee

• New role: Technician Lead
  • This new role will give the user the following menus:
    • Dashboard -> Technicians
    • Material -> Parts
    • Work Order -> Search & details
  • Note: Assigning this new role will not cause the employee to appear in any technician dropdowns or selection lists, nor will it allow them to register on a mobile device. To appear in dropdowns, selection menus, and on the iPad, the employee must still be assigned the 'Technician' role.

Employee -> Timeclock

• Fixed an issue that if you either added a new timeclock entry or edited an existing one and changed the time to after 5PM, that entry would show up for tomorrow.

Employee Time & Revenue

• Added a date range and grid page controls.  The date range is defaulted to the past 2 months.  This allows you to see all part time & revenue weeks.
• Fixed an issue with the 'Stand By - Clocked In' that was excluding entries that didn't have an 'Active - Clocked In' status on the same day.

Menu Pricing Guide

• Fixed a rare issue on the Task detail screen that was showing an incorrect 'QB Account' and 'Sales Category'.

Communication

Phone Monitor

• Added the following columns to the Incoming Calls grid and Excel export
  • Lead Source
  • Secondary Lead Source
  • Work Order Source Type
  • CSR
• NOTE:
  • Lead Source and Secondary Lead Source are set in Setup Franchise -> Options -> Phone Lead Source. 
  • This show's all the 'Campaign Phone' phone numbers.  
  • Edit each number and select the appropriate 'Lead Source' and 'Secondary Lead Source'.
  • If a phone number is missing, go to Setup Franchise -> Options -> 'Communication', click the + button to add that number.  Remember, only phone numbers with a Type of 'Campaign Phone' will be available on the 'Phone Lead Source' grid.  

Customer

Customer

• If using with Clarity for your Phone provider, 

Dashboard

Owners

Appliance Wellness

• Count: Count of all work orders that had an accepted Appliance Wellness task
• Revenue: Total revenue from all the work orders that had an accepted Appliance Wellness task
• Job Avg: Revenue / Count
• Percentage: Total Jobs / Count

Commercial

• Count: Count of all work orders that the customer has 'Commercial' selected as their type of customer.
• Revenue: Total revenue from all the work orders that the customer is a Commercial customer.
• Job Avg: Revenue / Count
• Percentage: Total Jobs / Count

Uncaptured Revenue

• Count: Count of all work orders where the only accepted task is the Diagnostic task (OO4 or OO5).
• Revenue: Total of all the unaccepted tasks - Diagnostic task
• Job Avg: Revenue / Count

Technicians

• Adding coloring for the below values, letting you know if you are hitting the recommended metric.  If you are it will be colored green and if not, it will be colored red.  Each of these fields has a tooltip (hover over the field) letting you know what the recommended metric is.
  • Dispatched
  • Call Back Jobs
  • Demand Avg Revenue
  • Closed %
• Fixed the issue that was causing the Call Back column to be checked for all work orders.
• Fixed an extremely rare error that would prevent the dashboard from being generated.

Dispatch

Dispatch

• Fixed an issue that wasn't always close the 'Show Phone Numbers' popup screen.
• Fixed an issue that when using the 'Territory' dropdown, the technicians jobs on the map would not match the technicians color.
  • NOTE: On the Calendar, you can click on a technician's name and :
    • The technicians name will be colored 
    • Their jobs will be displayed on the map in the same color as the technician, numbered in the order they are scheduled
    • The technician’s total route distance and time for the selected

General

Postal Code Checker

• Added Canadian postal codes.

Clarity Call Recordings

• NOTE: At release, this will only be enabled for a select few offices who will be beta testing this new feature.  If you are interested in helping test, then please contact Robert Almanza.
• Added the ability to listen to the inbound call recordings from Clarity.  This is available from both the Customer and Work Order
  • Customer - In the bottom section, a Recordings tab was added (only if call recordings is enabled) showing all the incoming calls from this customer
  • Work Order - Under options, a Recordings option will appear (only if call recordings is enabled)
•  

Material

Cores & Returns

• Fixed a rare issue that causing some parts to show twice.

Parts

• Made a change that when a part is changed (overridden cost, overridden retail or special handling fee), if the technician then performs an office sync, they will have the those changes.  Previously those changes would be available the next day.
• Fixed an issue that was showing the wrong person who last edited a Marcone or Encompass provided part.

Purchase Order

• Fixed an issue that was preventing a purchase order from being closed,

Reports

Sales By Technician

• Excel export
  • Removed the page number
  • Removed the merged cells from the '† Adjustment was ...' wording

Technician Daily Route Sheet

• Fixed an issue that was showing the wrong customer address if the customer had more then 1 active address.
• Removed Cancelled work orders from the report.

Work Order

Confirmation -> Text Messages

• If Two Way Texting enabled, added a third option to allow the customer to reschedule their job.  When rescheduled:
  •  
  • Work Order status is changed to 'Ready To Schedule'
  • Add an Work Order Office Alert Note stating the customer requested the work order be rescheduled
  • All an alert in the header Alert Panel

Work Order

• Fixed an issue what was allowing duplicate technicians to be added to a work order.