Update 201
  • 21 Jun 2021
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Update 201

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Article summary

  • Major Change: New security level: Branch Manager

         * A branch manager is a system admin for everything except adding new locations and managing users outside of their branch 

         * They can only see the branches they are over


  • Major Change: New security level: 65-Deny Viewing Other's Emails

         * Blocks access in the email log to emails sent from another user. 

         * By default, we allow users to see emails sent from other people in their same branch to allow better collaboration


  • Major Change: New Dispatching Assistant!

         * Located on the Scheduler screen on the 'Unassigned WOs' tab

         * Includes an AI Scheduler that optimizes travel routes and minimizes travel time. Create your schedule in seconds!

         * Helps with other tasks such as cleaning up incomplete jobs and jobs to review



  • Added: Find Invoices -> Print -> Retention Invoice: You can now print a retention invoice without marking "Balance is retention". 

         * It uses the retention % specified on the job to calc the retention amount

  • Added: Find Invoices -> Invoice Info: Now includes the invoice created date and who create the invoice


Fixed: Error when deleting an errand

Other minor fixes


What's Next