Update 208
  • 08 Dec 2021
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Update 208

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Article summary

  • Added: Data -> Errands: 'Print List...' button. You can now print the grid or reprint all errands in the grid


  • Added: Job -> Misc. Button: New 'Reports' sub menu with quick access to job costing, contract progress, etc.


  • Added: Job -> What & When Tab -> Task Grid: Now shows 'Avg Rate (FTs)'


  • Added: Reports -> Shared Tech Report: Now includes costs to help you know what to bill the other branch(es) for borrowing your tech.

              * Report now requires security level 34-Access to sensitive data


  • Added: Reports -> Shared Tech Report: New Tech Filter: Useful to see how often another location is borrowing a certain tech


  • Added: Payments: New columns: Expected Retention %(Pulls from the job) and Expected Retention Amt.


  • Added: Payments: Now auto flags 'Balance Is Retention' if Invoice Amount - Payment Amount (Remaining Balance) = Expected Retention Amount


  • Fixed: Technician Report Card: Job Addt'l costs getting doubled if "Include Job PO's, Addt'l Costs, & Incidental Costs" was checked and there was an add'l worker on the field ticket
  • Fixed: Error when creating invoices ‘Email - PDF Invoice & FTs’ if 'Flag Invoices As Sent To Customer' was unchecked
  • Fixed: Error printing certified payroll if no paystub data was entered
  • Other minor fixes

What's Next