Table of Contents
Overview
Spring is upon us and with it, FieldEdge is bringing another big update that we know you'll enjoy. In this release, you'll find new features with Bulk Replenishment and updates to the quote and invoice lists, and more!
Office Updates
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Bulk Replenishment
This release is bringing a highly requested feature to FieldEdge, the ability to create a parts request without needing a work order, along with the ability to email all part requests to your vendors. All from within FieldEdge. You'll notice that part requests have been moved behind the new Purchases hub. This will bring a high-level view of the most often-used areas of the parts request list. You can still navigate to the part requests list by clicking the View All option from the purchases hub, or you can access it through the reports menu.
Add Customer Type to Invoice and Quote Lists
We've added some updates to the invoice and quote lists to now show the customer type. Members can add the customer type field by using the filters and columns option when editing the layout of the invoice/quote lists.
Linked Job Opportunities to Existing Work Orders
In an effort to keep job opportunities and leads more visible, we're adding the ability to link accepted dispatch leads to an existing work order. You'll now see a new button to "Link to Existing WO" on accepted dispatch leads. This will allow leads to be attached to an existing work order easily.
Added Vendor List
We're working to increase visibility and functionality between FieldEdge and the synced accounting package. With this release, we'll be adding a vendor list within FieldEdge. This list will display the list of vendors that are available and being synced from your accounting package into FieldEdge. Make sure to keep an eye out for future updates to this list and how FieledEdge and your accounting package will sync.
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