Release Notes: July 1, 2019

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Added a way to store credit card payment methods on Invoices.

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FieldEdge now provides users, integrated with participating payment processors, the option to Save Payment for Later when adding a payment method. This should help you save time and eliminate double entry when working with credit card information.

Added the ability to include hyperlinks in Item Descriptions

When walking a customer through different options for a report or service, technicians may need to use a video or picture to help explain. With this release, technicians can now click a link within an item to show a video or picture while explaining to their customers the value of the proposed repair or service. This link can be added when creating or editing your item on web.

Miscellaneous Updates

  • Implemented 27 fixes to various bugs
  • Added the following options to Layout Templates
    • Job Name, Quote Date, Payment Header
  • Added an Equipment Element to Invoice and Quote Layout Templates
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