Jobs Tutorial

Release Notes July 2021

  • Bundle
  • Attach Form and Content to Invoice Email
  • Search Customer by Account Number in Mobile App
  • Restrict viewing of other customers
  • Comment Section for Inventory Adjustment

Bundle

The must awaited feature is now available.

You can add bundle or a group of service and items in your jobs. You can pre create bundle and access it from the job or you can create a bundle on the fly. You can edit a pre-created bundle and that will not alter the main bundle definition.

You have to be part of a certain plan to be able to access Bundle. If you are interested in this feature please contact the sales team at sales@service.works.

Attach Form and Content to Invoice Email

From the edit job page when you click Email Invoice , now you will have option to attach Forms or Content in the email.

Search Customer by Account Number in Mobile App

You can search customer by account number and name in mobile app.

Restrict viewing of other customers

In the website restrict the permission of the role where you don’t want to show the customers. Go to Permission settings and check this setting. If it is checked then no customers or jobs of that customers will show up for that user who didn’t create the customer.

Note: If you are not finding jobs all of a sudden ask your admin to check if this setting is on

Comment Section for Inventory Adjustment

At the time of transfer you can add notes.

You can see this comment in the history of the Inventory Item