Invoice Status on Side Panel
The status of an invoice is now consistently displayed throughout the side panel, the invoice list, and the work order itself. Pending, Due, Overdue, Paid, Incomplete Payment, Partial Payment, and Non-Billable are all of the available statuses.
New Mobile Presentation Mode
Mobile users now have a dedicated screen to show the customer a review of the Invoice and Quote details before collecting signatures and payments. Customers will be able to accept Quote options from this screen if desired.
- When utilizing enhanced reports, there are now fewer clicks to have your reports filtered by all of the items in your list. This will be the default, rather than needing to manually select all from the dropdown.
- For members upgraded to FieldEdge Premier, you will now see a pop-up informing you that you've reached your limit on Customized Views but try to save another one.
All mobile updates are expected to be released the week of February 7th. Watch out for our update in the app store to ensure you receive these improvements.