Field Service

2021 Feature Update

2021 has been a great year. We have worked hard to add many features that you requested. It’s always a pleasure to keep customers at the center of our product.

  • Product Images
  • Bulk Job Creation from Customer
  • Map Page Performance
  • Photo/Video in Mobile App Messaging
  • Multiple log-in for same customer in Customer Portal
  • Scan Model/Serial Number of Product in mobile app
  • Convert Estimation to Job in Mobile app
  • Sorting option in all grid view.
  • Custom fields legends in notification template
  • Ability to send payment receipt from mobile app
  • Generate refund from Customer A/R
  • Customized cancellation reasons
  • Display Product/Item charges in mobile app
  • Timesheet and Time off request for all employees
  • Show true availability in Instant booking page
  • Automatically Change Job Duration
  • Request Time Off from Mobile App
  • Multi Location Support
  • Stripe Payment Gateway
  • Refund payment for A/R
  • Multiple Zone Setup
  • Sales By Location Report
  • Template Preview
  • Clone Option in Details
  • Restrict view of customers created by someone else
  • Additional dynamic Fields in Invoice
  • Alternate distributor setup in Inventory item
  • Move multiple jobs to a different tech
  • Cash Basis Accounting Report
  • Purchase Order Report
  • Multiple roles for same users
  • Distributor Price on Job and POS
  • Checking Zone for Instant Booking Page
  • Ability to select all invoices for combined invoice
  • Ability to add multiple email address for customer contact
  • Mobile App Enhancement
  • Enhanced Optimization
  • Zone pattern Mapping
  • Multiple Instant Booking Page
  • Document Library
  • Distributor List
  • Company Operation Hours
  • Custom Invoice Templates
  • Zone Pattern Mapping with city, state and zip
  • Show Notes in Item Page in Mobile App
  • Fractional Inventory Quantities
  • Expanded search options for the PO Return page
  • SMS for Appointment Reminder
  • POS Line Items
  • Max Quantity for Service Items/Price List
  • Create repeat job from online booking page
  • Pre Auth for Stripe Payment from Instant booking page
  • New Report: Emailed Statement Report
  • New Report: Serialized Item Sold
  • Customer Portal Enhancement
  • Content page for sending uploaded photo
  • Primary / Sub Customer Product Search
  • Email Ticket to technicians
  • Change schedule of multiple jobs including repeat jobs

Upcoming in Q1: Good Better Best Estimation