Update 215
  • 26 Aug 2022
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Update 215

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Article summary

  • Added: File -> Users -> Modify -> User Preferences -> Email: You can now authenticate with Gmail or office 365 directly

              * No need to use Gmail 'less secure apps' or the office 365 equivalent


  • Added: Data -> Export Job Photos: Can now export pictures across multiple jobs for a date range

              * This is helpful when trying to go through pictures for marketing, website design, etc.


  • Added: A/R -> Payments -> Deleted Payments Report


  • Added: A/R -> Aging History By Customer: Several new options (i.e. make a payment, text invoice link, and more!)


  • Added: Find Invoices -> Invoice Info: Can now change the invoice date

              * Invoice cannot be in a locked financial period

              * Invoice cannot be pushed to accounting

              * Invoice date cannot be after any payment dates made against that invoice


  • Added: File -> List Management -> Task Options -> Tasks -> Modify -> Simple Auto Pricing: New options

              * Can now set a different minimum / flat price based on value, standard, or premium pricing

              * New default notes for value, standard, or premium pricing that will automatically get added to the task notes on the quote / field ticket

              * New setting to ignore the minimum price if the qty is >= ____. Helpful if job is all day and waiving the minimum and just charging hourly

              * Custom pricing per customer has been completely re-done to allow more flexibility and has all of the options regular pricing has


  • Added: File -> Company/Branch Info -> Modify Branch -> User Pay Tab: Can now specify if rounding at quarter or half hour interval


  • Added: Scheduler -> Dispatching Assistant: No longer requiring internal certifications to be configured. Auto detects what tasks techs can do


  • Fixed: Reports -> Tax Reports -> Sales Tax Collected: Bug in showing tax % when grouping by state
  • Other minor fixes

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