Update 210
  • 02 Mar 2022
  • 2 Minutes to read
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Update 210

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Article summary

  • Added: New simplified home screen. Try it out!

              * Always visible so you can quickly access jobs / quotes / invoices etc. without covering it up


  • Added: Update to 3rd party printing engine. If you notice anything printing out funny please let us know

              * This should fix all page numbering issues


  • Added: Quotes: Now supports 'Notify on job entry' terms setting


  • Added: Quotes -> Add'l Info Tab: New fields for flagging a job as AIA as well as setting expected retention %

              * Carries over to the job automatically when it's converted


  • Added: Quotes -> Quote Tasks: You can now set AIA fields

              * This is helpful when creating quote templates for AIA jobs and tasks you track individually need to report as 1 AIA line item


  • Added: Auto Lunch: Now supports users who are paid via Clock In's only


  • Added: Scheduler -> Unassigned WO grid: Added 'Created' date to help you prioritize which WOs get bumped up first


  • Added: Manage Docs -> View Documents: Loads thumbnails up to 97% faster (wow! that's fast!).


  • Added: View All FT For Job: Added FT Gen. Printed Notes to grid. Helpful when doing a summary invoice to tell where invoice verbiage is coming from


  • Added: File -> List Management -> Task Options -> Tasks -> Modify Task: 'Preview' button to quickly see what Q/A changes will look like / how auto pricing will work


  • Added: User Preferences -> Email Tab: Can connect directly to Outlook to send the emails

              * Useful if your email account has 2 Factor Authentication (2FA) / Multifactor Authentication (MFA) requirements

              * Sends email via Outlook instead of a direct SMTP connection to email server

              * Emails are still logged according to branch settings

              * NOTE: Must use outlook desktop client (not Outlook in a browser)

              * NOTE: Only sends email via the default outlook account

 Use the following link for more information and set up: Sending Email Options


  • Fixed: Reports -> Job Reports -> Contract Progress: Error calculating task qty in some scenarios
  • Fixed: Several menu options disappearing off of the bottom and/or side of screen. Please let us know if you are still seeing this and which menu it is on
  • Other minor fixes

What's Next