Release Notes: December 11, 2021

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Quote and Invoice Enhancements

Enhancements for invoices and quotes will be made available to users in the coming weeks. Keep an eye out for a pop-up in your web application announcing these changes - that's how you'll know they're available for use.

Collapsable Work Order Info

Collapse the Customer and Work Order Information card, to help save space on the page, while still allowing you to see more information on each of the micro dashboards.

If collapsed, you'll see a new link outside of the card to connect you to the customer record.

Collapsed Customer Info

Quote Tab Redesign

The quote tab of the work order has been redesigned to match the new styling found within other parts of FieldEdge. 

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Mobile View for Invoices and Quotes

On mobile, we've separated out the invoice and quote tabs for a more intuitive user experience.

There's also an item type identifier, so you can more easily distinguish between inventory, non-inventory, and assembly items.

Multi-Option Quote Functionality (Premier Feature)

For users upgrading to FieldEdge Premier, you'll see the new ability to add images and descriptions to each of your options on your multi-option quotes. There are two new layout templates to send out multi-option quotes with, too!

If you're not currently upgraded to FieldEdge Premier, click here to get started today!

Keep an eye out for an in-app messaging alerting you these changes are available!

  • Option Images

Add images at the Option Level which can be pulled in from the item itself or uploaded on demand. Images can now also be added to the new Multi-Option Quote Layout Template! This feature is available from both web and mobile.

  • Option Description

Add a customer-facing description that is specific to the option itself, to more clearly communicate what the option offers. Descriptions can now also be added to the new Multi-Option Quote Layout template! This feature is available from both web and mobile.

Create MOQ-3

Multi-Option Quote Layout Templates (Premier Feature)

This update offers two new templates for FieldEdge Premier users: Multi-Option Quote Only and Invoice & Multi-Option Quote.

These new templates feature Quote Option-specific information, including the Quote Option name, description, image, and more. Simply place each element once within the section, and they'll easily replicate depending on the number of options that exist on the quote.

Keep an eye out for an in-app messaging alerting you these changes are available!

Post Expenses to Accounting System for any Work Order Status

It may sometimes be necessary to post an Expense to your accounting system prior to the work order being in the Completed or Finalized status. You can now allow expenses to be posted when the work order is in any status, once enabled in your Global Settings.

When set to Any Status, a new Post to Accounting field is visible on the Expense. When checked, it will be posted when the Expense is saved.

These changes are available now for all users!

2021-11-05 07 33 45-Global Settings

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