- Attachments automatically create an interactive button which links to the
attachment. Page 7 in dispatch - new format
- Attachments automatically create an interactive button which links to the
attachment.
Added popup tabs on master
Added Setup feature in 6AB to turn off auto-popups
Added no-popup per note
Changed format of Escheduled jobs to be full message view
Enhanced Debugger Trapping to find key words
Trapping any color code changes on master or customer
Bad Status popup added to Masters
New customer copy option on Master Customer change
Color added to invoice list and full list from master for bad status & due
Credit limit warning when scheduling a job over limit
Credit limit follow-up 5DH check scheduled jobs for over credit limit
Priority account payments in 5HNC3
New Adjustment code for Bad Accounts
Page 8 -Phone numbers for jobsite or acct
Job Count report commercial/residential by tech 6IHK3
Added Employee groups to Evening Closeout
Updated Screen for Job history in dispatch and Masters
Updated Screen for Invoice list and Full list in Masters
Purchase order numbers added to invoice list & Full lists from Masters
Added Specific Job Notes to Master to store invoices not in history
Finish by Receipt updated to include multiple payments
Deletion of Extension on filed Invoice verification
Daily A/R written to totally ignore Placed invoices
Added Needs PO on contract / info only at this time
Email reply field required for response from customers
Color Enhanced on Masters & Customers to fill screen
Sales Tax for Cash Accounting re-written in 5EI
New Report to find Paid on Job vs Billed by Month in 6BJ
Pen Notification by Email setup in 6AI for pen forms
GPS Alerts for speed and geofence functional in GPS Setup Alerts
Gap on Contracts updated to 4 digits
Title Contracts on Print changed to "Preventive Maintenance Agreement"
New Calendar includes Message of the Day
Map added to employee file to map home address
Transfer utility added to 5BI for multiple transfers on credit amounts
Wage/hour report 6C73 includes arrival time
Added another note field to tasks ... does not print - comment only
Groups added in employee file for group paging
Pages to more than 3 techs updated to include groups of techs
Receipt on finish job allows for multiple payment types
Primary ID listed on truck and maintenance listings
Calendar for Personal or Company use on main menu.
Invoice list by specific amount 5GLD
Job numbers added to search by tech on dispatch
Security level added to prevent changing status of PO
Security level added to prevent changing of company calendar.
Inventory report to see bottom line in each truck summary 5IF3
Inventory on digital pen forms blocked if no parts listed on form
Annotation added to scanned images if using digital pens
Purchase Order sort positions at bottom of group for address, supply house
Part Entry screen updated. Password can be defined to change part cost in 6AL.
Map button in Dispatch (GPS only) incorporates trucks with jobs and routing.
Phone numbers added to Customer by Volume report.
Job numbers added to popup screens in dispatch for name, address, tech.
Stop report added to GPS reports.
Customer screen notes and images greyed out if not used.
Digital Pen forms auto-populate inventory on invoices.
Auto Restock of inventory into Trucks / Warehouse w/PO from Digital Pen.
Billing on Bids do not have to match Master Billing... override allowed.
Multiple invoice can span different job sites. Must be customized.
6IHF enhanced to include billing codes
Added lookup by Name to dispatch hotkeys #9
Permits accessible from unfiled invoices
Permit cost flagged on unfiled invoices
Access level added to change status of Purchase Order
A/R breakdown by billing code added to 6D
Passwords for bids and scans can be changed -6L Passwords
Add button added to Auto-Billing in 5L
Write off breakdown by code in Journal 6D1 and 5BI reports
Arrival Time for each tech on job added for input .. reports to follow
Inventory by tech by part added to part entry on invoices.
Multiple Invoice area updated for easier editing
Added Job Type to Purchase Orders w/ find on invoices
Purchase Order report by day w/ jobtype, supply house, tech
Inventory report to track parts that were not restocked 5IHN
New database added to track inventory with serial numbers 5IJ
Tax can be entered when processing credit cards online
Updated commission screen for editing
New screen for attaching scans to masters & company documents
New screen for viewing scans from masters & company documents
Books closed date displayed on main menu and 6D Books
Parts entry form shows computed markup
Credit Card Processing shows tax computed before run.
GPS Distance to next job enhanced for speed and accuracy.
Parts database structure change to integrate to PLUMB MASTER Restock Service
Date on Maintenance can be set to 99/99/99 to flag no maintenance on service log
GPS Switch popup added Blue color to signal alerts.
Contract Pending files are separate for each company.
Billing Notes added to customer record
Primary Accounts Aging and Sales reports 5HNC
Page 5 CSR Calls by company report 5DBI.
Letterhead added to Letters on Masters
Contract Billing if different from Master carries to Schedule Job
Show last 4 digits of Card in 5BO screen for credit cards.
Purchase order shows markup % from amt billed to customer.
Write-off Breakdown 5HEH gl codes for 4 companies
Commercial / Residential counts for scheduled jobs 6HL
Job Types Scheduled by Month in Check Schedule Utility - New Dispatch #5
Login to specific company, password date change feature
Specific address changes for unfiled invoices, proposals (in Edit)
Scanned images can be attached to customers by ACC followed by the acct#.
Move scanned images from one master to another.
Multiple payments allowed in unfiled invoices in partial payment attachment.
Print message of the day by date range.
Change billing by Key Name utility in master under Customer
Contract Report Selections updated
Contract Update Pending selections updated
Updated statement if not printed on letterhead
Credit Card Deposit updated to show paid on job / received on acct
Color code X report added to 5GB
Added Report Problem email to main menu
Added short log to Dispatch Log selections (open and current jobs only)
Lists and Labels added to Customer Utilities 5HN
Credit card copy and move utilities added
Dispatch screens "stick" to filtered selections
All day jobs added to dispatch promise times
Label utility pages can be saved between requests
Corporate login screen changed to match regular logins
E-Scheduling format changed
Follow up on Receivables Update/ faster / new screens
Mailing Lists Update / screen changes
Credit Cards deposit done in 5BA only
E-Scheduling moved to new server
Media report Summary
Purchase Orders keep sort after viewing detail
New Purchase Order Analysis reports
New Purchase Order List Reports
Email notice added to Scheduling screen
Special Labels added to contracts
Totals added to Dashboard Revenue by JobType
VOID added to automated credit card processing
New reconciliation for automated credit card processing
Print single complaint/compliment
New fields contact, phone added to complaint/compliment
Jobs scheduled from white pages, that already exist, option for new apt#
Contract Listing new screen for selections
Customer version has new Contract Print form
T-Mobile Paging added to Supported Paging Companies
Digital Pen refresh enhancement
Global Map refresh enhancement
Job Address and vendor Inv# added to Purchase Order
Attached letters on Masters new screen
Wrap mode on Invoices new screen
Dispatch changes to time logged for accountability
Billing code breakdown summary by year 6IJ
Credit Card processing new reports in 5BO
Review of Posted Deposits, new screen 5BJ
PO type setup added 6AGN
Accessories to check/out equipment added 5IN
New Contract Screen with new fields SENDTECH and PONUMBER
Void removed from Credit Card Screen
Page 7,8,9 on master new screens
Credit Card enhancements w/full list in 5BO
Credit Card Processing Real Time
Purchase Orders enhanced
Address/Phone added to dashboard J Report
Level of Security on Adding Past Invoices (168)
Truck and Maintenance 5IA & B enhanced
Equipment checkout added notes in main menu
Adjustment Reporting enhanced in 5BI
Require option How will they Pay in setup 6AD
Credit Card Security added (169,170,171)
Enhanced Mapping with routing