Update 218

• Major Change: Pretrips & JSAs have moved to new Inspections

              * Create as many inspections as you want

              * Pictures per line item

              * Multiple Tech & Customer Signatures

              * Text link to customer

              * And more!

              * Learn More: Inspections

Desktop 

Mobile

 

• Major Change: File -> Company/Branch Info -> Modify -> Cust. Portal -> Manage Electronic Payment Settings Button

              * Can now specify the max CC payment amount

              * Can now specify a minimum amount before adding a CC fee

              * Can now process EFTs (ACH/Bank Payments) (US Only)

              * Learn More:Electronic Payments

• Added: File -> Company/Branch Info -> Modify -> Cust. Portal -> FT Sig Link Expiration: Now supports up to 166 hours (just shy of 1 week)

• Added: File -> Company/Branch Info -> Modify: Manage Docs Button. Store out company info like licenses, etc.

• Added: Inventory -> Manage Existing POs -> View PO (Inventory): Manage Docs Button. Store out receipts, etc.

• Added: Job / FT -> Manage Docs: Now opens the browser to view documents if too many for desktop to load efficiency

• Added: Quotes -> Tasks: Quote now prints in 'AIA' mode if quote is flagged as AIA

              * Can track tasks/line items individually but print as 1 line item

              * Can rename task to print with a different name (still tracks / reports as original task in CenPoint reports)

• Other minor fixes