Version 1.94 - Released 9/22/2022

Downtime for Release 1.94 was 9/21/2022 from 9:00 PM - 11:00 PM (EDT).  Downtime is to allow for the new version update to be applied to SmartWare

Communication

Phone Monitor

• Fixed an issue when a new employee is using the same extension as an inactive employee, this was preventing the call from showing up in the Phone Monitor grid.

Dashboard

Owners

• Fixed an issue when filtering by technician the revenue was not always correct.

Dispatch

Dispatch

• Fixed an issue that a technician was still showing on the dispatch screen even though their Technician role was removed.
• Fixed an issue that was preventing technicians from showing up on the dispatch screen if their default territory was set to 'All' and a territory was selected on the dispatch screen (which filters the dispatch screen to only show work orders for the selected territory).

Maps

Map

The Map feature allows users with either the Owner or Manager roles to view work orders, either completed or scheduled, plotted on a map.

• The main features of the map currently are:
  • The viewing of completed work orders and shows them on a map.
  • The viewing of future appointments, showing them on a map.
• You can control what information is displayed on the map by selecting different Map Criteria of Type, Groups or Map. 
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• Below is a brief explanation of the different Map options available:

Option	Functionality
	Refreshes the information displayed on the map based on the selected Criteria
Types	Allows you to plot specific information on the Map for our Office.  Below is an explanation of each Type: Single Day Route:  Allows viewing of future jobs, single day only If the office is always using the 'Simple Scheduler' OR if the day has been routed then the map will show the route per technician (similar to the dispatch screen if you click on the technicians name). If the office uses the router and the selected day has not yet been routed then the map will show the appointments on the map. Completed Jobs: Allows you to select a date range to view all the completed work orders during the selected date range. Each completed work order is colored code to a technician.  There is a legend that shows the color for each technician.
Groups	Allows you to group different information together on the map based on different criteria. This can be used in combination with Types or by itself Below is an explanation of each Group option: Current GPS: Not used, will be removed in the next release. County Lines: Displays County Lines on the map Postal Codes: Displays the postal codes on the map.  Please note this can take up to 30 seconds or more to display the postal codes.   Show Offices: Displays a Pin drop indicating the location of your different Offices.  This is populated based on the addresses your office has setup in Setup Franchise > Locations  Owned Territories: Displays your owned territory highlighted in an orange color.   Owned Territory is populated based on information received from Neighborly for your office into SmartWare Neighbor Territories: Displays territories owned by other offices around your owned Territories in a yellow color. Neighbor Territories are populated based on information received from Neighborly (reset map data): Will clear "reset" filters on the map
Map	Map Routes: Not used, will be removed in the next release. Select Routes: Allows you to select which technicians you want to see on the map.  Work orders will only show if technicians are selected.

Material

Purchase Order

• If a part is only partially received you can now edit the part and change the quantity.  This allows you to change the quantity ordered to account for if the wrong quantity was entered or if a different amount actually shipped.

Reports

Customers with Lead Sources

• Fixed an issue that was preventing the customer emails from showing.

Equipment

• Added four new columns:
  • Part Cost: Total Cost of all the used parts on the work order.
  • Part Retail: Total Retail Price of all the used parts on the work order.
  • Call Back: If the work order has the Call Back field is checked and 
  • Warranty: If the work order has Manufacturer warranty selected as the Warranty Type.

Minutes Worked by Postal Code

• Fixed an issue that was causing the Jobs Per Postal Code to be higher than it should have been.

Tech Adjustments

• Added two new columns:
  • Make: The equipment make of selected equipment on the task
  • Type: The equipment type of selected equipment on the task

Work Order

Confirmation Notes

• Fixed an issue if the technician didn't have a tech picture, the confirmation text message was showing some extra characters in SmartWare but the right text was being sent to the customer.