Release Notes: June 16, 2017

Added: 7-Day View on Dispatch Board

Office users can now view tech’s work schedule and plan capacity for the entire week on one screen, while keeping the key features that you know and love.

Added: Detailed Expense Tracking through Work Orders

FieldEdge now provides you a streamlined process of logging and tracking these expenses from the field. Technicians can log expense history for additional purchases made from a work order.

• (From Mobile) Users can add Expenses through Part Requests and Expenses within a Work Order
• Office users can create new Expenses and view Expense history within a Customer Work Order
• Office users can track Expenses through new Work Order Expense report

Added: Invoice and Quote Management

FieldEdge has made a variety of enhancements to make creating Invoices easier and to make communicating with your customers more relevant.

• Added ability to create Invoice Only Work Orders
• Added ability to create different Communication Templates
• Added ability to see original Quote number and Quote while viewing a Work Order
• Added the ability to add Notes to a Work Order when scheduling an Accepted Quote

Added: Users can easily send feedback requests to Customers through Work Orders

Office and mobile users can now send emails or SMS messages to customers to request feedback upon completion of a Work Order. In addition, our partner, ReviewBuzz, allows customers to rate and review your services and push favorable ratings onto social media websites and search engines.

Miscellaneous Updates

• Added the “Time Entries by Employee” Report
• Added the “Item Sales by Employee” Report
• Added “Unassigned” filter to the Work Order list
• Added “Agreement Plan” sub-filter to the Agreement list
• Added ability for users to sort Work Orders by Creation Date on the Dispatch Board
• Added ability to see Parent Customer Contact information through Sub-Customer
• Added Ability for users to set and update QuickBooks classes and subclasses within a Work Order
• Added permissions to enable or disable the ability to finalize Work Orders
• FieldEdge web performance have been optimized to improve load times
• (From Mobile) FieldEdge mobile app now provides more detailed status information
• (From Mobile) Users are now alerted when entered payments exceed amount due
• (From Mobile) Users can now view their Price Book without being in a Work Order
• (From Mobile) Users can choose Call, Text, or Send Emails to Parent Customers