Update 221
  • 25 Apr 2023
  • 1 Minute to read
  • Contributors
  • Dark
    Light
  • PDF

Update 221

  • Dark
    Light
  • PDF

Article summary

  • Major Change: Revamp of Reports Menu. Consolidated / Merged duplicate menus and re-ordered some options.


  • Added: Quotes -> Quote Task: Can now 'geo tag' the task.

              * This will flow through to the tech when the quote is converted to a job & task is scheduled


  • Added: Job -> Job Task: Can now 'geo tag' the task.

              * This will show on the mobile app WO to the tech


  • Added: Field Ticket -> Field Ticket Task: Can now 'geo tag' the task

              * The tech can do this on mobile app and you can view it in the office


  • Added: Reports -> Job Reports: Task Geo Report

              * See locations done on specific tasks and export to excel


  • Added: Reports -> Time Cards & Payroll -> Tech Detail and Summary -> Export: Added Sage 300 export


  • Added: Create Invoice -> Create Button: New option 'Email - Link & PDF'


  • Added: Find Invoice -> Email or Text Button: New option 'Email - Link & PDF'

             

  • Other minor fixes

What's Next