Release Notes: May 24, 2019

Adjustments to Work Order Tags

• Added Tags to appear on the Work Order pop-up screen on the Dispatch Board
• Added a new permission setting that will control if a user can add/remove Tags

Layout Template Enhancements

• Added the ability to personalize the Billing Contact Label and Shipping Contact Label
• Added the following new Sections to Layout Templates: Footer and Payments
  • Footer: Useful for providing a better location for information such as warranty or disclaimer information
  • Payments: Includes new Layout Elements such as Amount Paid and credit card Authorization Number
• Added Sales Rep as a new Layout Element for the Work Order Info Section of an Invoice
• Added a Paid stamp as a new Layout Element for the Billing Section of an Agreement Invoice

Additions to New Work Order pop-up on Dispatch Board

• Added Upcoming Appointments, identifying upcoming service and/or maintenance appointments

Clarification for Payment Status and Overdue Balance

• Work Order creation on the Call screen will now always display the Payment Status and Overdue Balance
  • Payment Status: Refers to the customer's open balance in QuickBooks.
  • Overdue Balance: Refers to the customer's total overdue balance.

Miscellaneous Updates

• When searching for Equipment, users may now search by Manufacturer Number, Model Number, Name, or Equipment Type
• Added Task Duration to the Anticipated Upcoming Events report
• (On Mobile) Users may now drag and drop Items to an Invoice or Quote
• (On Mobile) Improved user experience in mobile price book when viewing and selecting Item Categories