Update 198
  • 27 Apr 2021
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Update 198

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Article summary

Update 198

  • Major Change: Customers -> Contacts: Redesign of contacts screen

         * Added quick links to text or email the contact

         * Added CRM info fields and notes box to better manage contacts

         * Added contact stats on quotes and jobs

         * These Contact enhancements will be available on mobile app short

  • Added: Reports -> Contacts: You can now filter customer contacts by 'Life Event' (i.e. upcoming birthdays)

  • Added: Quotes -> Activity Log Tab: New tab. Allows adding notes and alerts to quotes (great for scheduling follow ups, etc.)

  • Added: Quote Finder: You can now filter for quotes that had (or didn't have) any activity (based on activity log) for a specified date range

  • Added: Reports -> Vehicle Mileage Report: Now checks for 'duplicate' / conflicting records for the same vehicle at the same time


  • Added: Reports -> Tax Reports -> Sales Taxes Collected: New option to include invoices that didn't have tax

  • Added: Field Tickets -> Tasks: You can now copy / paste tasks from Field Ticket to Field Ticket

  • Added: View all FTs: Button to let you preview the invoice


  • Added: File -> Company/Branch Info -> Cust. and Job Settings Tab: 

   Print FT Times: Now allows hiding all times, showing all times, or only showing onsite times

  • Added: Improvements to retrieving a new license. Now updates all branches at once
  • Added: File -> List Management -> Tasks: Renamed to 'Task Options'


  • Added: A/R -> Contract Progress: Now supports '<All>' and Branch Groupings
  • Added: A/R -> Contract Progress: Now supports reporting linked jobs together
  • Added: A/R -> Contract Progress -> Print...: You can now export the results to Excel

Fixed: Error when adding a contact from the quote screen

Fixed: Reports -> Workers Comp: Error when filtering by state

Fixed: Scheduler -> Misc. Button -> Send Message -> To Site Contacts -> 1st WO Only: Was sending for all WOs

Other minor fixes


What's Next