Version 2.35.0 - Released 02/19/2026

Downtime for Release 2.35.0 was 02/18/2026 from 9:00 PM - 11:00 PM (ET).  Downtime is to allow for the new version update to be applied to SmartWare.

Accounting

Invoicing

• Made some changes to the Choose options:
  • 
• Changed the option 'Opportunities (Unaccepted Tasks)' to 'Uncaptured Revenue'
  • This will show all work orders that have unaccepted tasks that are not the diagnostic task between the selected date range.
  • NOTE: If compared to the Owners Dashboard Uncaptured Revenue, the count on the uncaptured revenue and total rows in the grid can be different, though the revenue will match.  The counts can be different because the Owners Dashboard count is counting the number of unaccepted tasks where the invoicing grid is the number of work orders.
  • Added the customers primary email and phone number with the icons so you can quickly text or call the customer.
• Changed what work orders that are loaded in in 'Warranty'
  • The Nov 2025 release the Warranty selection was added.  This was coded to only include work orders that the 'Send To ClaimWorks' was checked.  We changed this selection to only include work orders that have any warranty selection on them.  All ClaimWorks work orders were moved to a new selection called ClaimWorks.  
  • Shows all work orders that are tech completed between the selected date range and have any warranty option selected.
• Added ClaimWorks option
  • This is ONLY visible is any of your territories has a ClaimWorks access token entered.
  • Shows all work orders that are tech completed between the selected date range and have 'Send To ClaimWorks' checked on them.

• Added a dropdown filter to the Warranty Column:

  

Communication

Phone Monitor

• Fixed an issues that was preventing some of the lead sources and secondary lead source from showing.
• On the 'Related Customer Information' grid, fixed the 'Edit Customer' button to show the correct customer detail screen.
• Fixed an issue that was preventing some call recordings from being linked to the call in the phone monitor grid.

Dashboard

Management

• Added a new dashboard called 'Time Clock'.  This new dashboard will show all employees who have time logged for the current week.

Technicians

• Fixed an issue that if you filtered by Territory that sales goals will only be loaded for the the technicians who work in that territory.  This is determined by their 'Default Site' which is set in the employee detail screen.

General

Texting

• Fixed an issue that was preventing the 'read' notification from being updated in SmartWare when the read notification was sent back to SmartWare.
  • NOTE: Not all texting providers will send back the read notification.

iPad

Payment Screen

• Added an iWallet option on the Payment screen
  • 
  • Clicking on the iWallet button will launch the iWallet application, automatically filling in the amount due, customer phone number, ticket # and customer name and address (note, this is all entered into a single field).
  • 
  • NOTES:
    • There is NO SmartWare setup information needed, the iWallet button will always be available.
    • When the iWallet application launches, the technician is required to login using their credentials.
    • Once the payment is successfully processed in the iWallet application
      • The payment information will NOT show in the iPad.  
      • The payment will then automatically be sent to SmartWare.  
      • The technician should NOT add the payment to the iPad, doing this will cause duplicate payments to appear in SmartWare
      • The payment might be delayed getting into SmartWare.  Since the invoice is automatically emailed when the work order is sent back to SmartWare,it is possible the payment might not reflect on the invoice.

Material

Parts

• We corrected an issue in the Marcone parts import that could cause a core charge to remain on a part after it was no longer applicable.

Purchase Order

If your office is using Smartparts, you now have the ability to order from either Marcone or Encompass.  

• On the purchase order, there will be an Order button only if vendor selected on the Purchase Order is either Marcone or Encompass AND 
  • 
• After all the parts are added, clicking the Order button will bring up a window showing all the parts on the purchase order.  

• 

• From this screen, you can use the check box to either include or exclude the part.  When you are ready, click the Availability button and this will go to the appropriate vendor selected on the purchase order
• After the availability check, the grid will be updated with part availability
  • Things to note:
    • Any parts that are not available will no longer be checked.
    • Your cost will appear in the cost column for all available parts.
    • If the part is not available for any reason, the message will provide the necessary information as to why.
• Pressing the Order button will place the order with the vendor.  
  • Only the checked parts will be ordered.
  • The unchecked parts:
    • Will marked as Cancelled.
    • The existing purchase order will have a Note on it listing the purchase order the unchecked parts that were created on.
  • A new purchase order will be created
    • The same information will be used on this purchase order as the other one.
    • All the unchecked parts will be added to this new purchase order.
    • A note will be included listing the parts that where automatically added and from what purchase order.

Reports

Customer with Lead Source & Secondary

• Add a option called Search Type that allows the report to be run two ways:
  • New Customers
    • Previous report was based on this.  Report would only include new customers created between the selected date range.
  • Completed Work Orders
    • Will include customers that have a completed work order between the selected date range.

Sales by Technician

• Added a new column called Part Cost between Completed and Parts Amt.  

Setup Franchise

Employee Goals

• Added a 'Active' column, which will give you the ability to see only Active, Inactive or all the technicians.  The default value is Active.

Territory

• Credit Card Processing tab
  • For eProcessingNetwork, a new configuration option has been added to control whether an eProcessingNetwork invoice is created or updated when a SmartWare payment or refund is recorded. This option was introduced in response to recent eProcessingNetwork issues that caused performance impacts within SmartWare.
  • If necessary, this functionality can now be disabled globally for all franchises at once. This is particularly useful during an eProcessingNetwork outage affecting all users. When the functionality is disabled globally, a message will be displayed to inform users of the outage.

Work Order

Cores & Returns

• Fixed an issue that was causing duplicate rows to appear.

Notes

• Changed the sorting of all work order notes so the most current notes are on the top.  This includes everywhere work order notes are displayed.

Work Order

• Fixed an issue that when setting the status to 'Reviewed' and there is an open Purchase Open, that sometimes the scroll bar would disappear.
• Fixed an issue that when changing the Address, the Tax Authority was not changing to the correct tax authority(s) for the new postal code.
• Fixed a rare issue that causing the job date to revert back the previous scheduled date.