Update 207
  • 29 Nov 2021
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Update 207

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Article summary

  • Added: Major Change: File -> Users -> Modify -> Allow Login: New type of 'Tech/Limited (Enhanced)'  See Article: Enhanced Technician

             * This new login type allows a tech to create WOs (No jobs and cannot see job info / $ amounts, just schedule another WO)

              * Caution! This also lets them see the entire schedule so they know who they can pull for the new WO

   

  • Added: File -> Company/Branch Info -> Cust. Portal: You can now auto add a fee to CC charges at the time the customer pays

              * Works with taking CC over the phone as well as links you send your customers


  • Added: File -> List Management -> Rate of Pay Groups: You can now specify if a rate is a job rate or a user rate

              * Previously added rates will default to 'User & Job'

              * If a user does not have access to sensitive data / wages, they will only be able to see 'Job' rate of pay groups when selecting a rate on a job


  • Added: File -> Users -> Modify -> Security Tab: You can now simulate what a user will be able to see based on security levels when you set them up


  • Added: Jobs -> Project Info -> Link: Now copies certified flag and rates (if applicable) to the job you are linking or the new job you are creating


  • Added: Reports -> Job Reports -> Job Hour Report: Now includes wages (if you have security access) to help with reporting on OCIP / CCIP jobs


  • Added: Field Tickets -> Add/Modify Task: Now shows the original WO qty, task price, and unit of measure

  •  Fixed: Security Level 51- Set/Change ROP: not working correctly in some scenarios
  • Other minor fixes

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