Release Notes: August 13, 2021


Easy Horizontal Scroll

When scheduling work orders on the dispatch board, dragging tiles horizontally will now also scroll your dispatch board from left to right automatically.


Updated Invoice and Quote Naming Convention

The naming convention for invoices and quotes will now display lowercase prefixes. For example, i1234 for an invoice and q1234 for a quote. This will not change the naming convention for previously created invoices or quotes prior to this update. 


Sync Balance from Accounting System

You can now see a customer's 'Overdue' balance on the customer screen and 'Account Status' on the call screen on demand. This will result in faster loading times for these pages. When 'Sync Balance' is clicked, the customer's balance information is returned from the accounting system and displayed in FieldEdge.

Agreement Invoices Lead Source

Just like on regular work orders, the "Customer Acquired Through" field will now carry over to your Agreement invoices, instead of needing to manually re-assign the lead source each time you create an agreement invoice.

Mobile Updates

All mobile updates are expected to be released the week of August 16th. Watch out for our update in the app store to ensure you receive these improvements.

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