Features This Year: 92
January
- Service Images on Invoice
- Job Created Templates by Job Type
- Full Product Hierarchy in Instant Booking
- Tips on Invoices
- Technician Assignment from Calendar View
February
- Accounting Tab in Toolbar
- Statement Email Link
- Added Tooltips to Site Settings
- Search Bar Enhancement
- Appointment Reminder by Job Type
- POS Signature Pickup
- User Invitation Feature
- Flat Fee Discounts
- Service Search Catalog
- Time Slots for Appointment Reminders
- Bundles on POS
- Partial Refunds via Payment Gateway
- Availability Limits on Instant Booking
- SKU’s on Purchase Orders
March
- Marcone Cart API Integration
- First American Home Warranty Integration
- Report: Employee Commission by Payment Date
- Daily Parts Required
- Edit Recurrence Progress Screen
- Claim & Reference Number visible in Warranty Claims Receivable
- ServiceBench/ServicePower job creation in log
- Customer Portal Credential setup during Customer Import
- Hyperlink for Inventory On Hand
- Dispatch Numbers in Search Bar
- Increased Statement Print to 50
- Full Customer Address in Schedule View Job Card
- Updated Shopify Integration Process
- Same Month Statement Process
April
- POS Terminal
- Invoice Management in Mobile App
- Time Clock Notes
- Job Status dropdown in Mobile App
- Flat Fee Discounts in Mobile App
May
- Serial Number Enforcement in Mobile App
- Variants now display as their own items
- Custom Color Coding for Warrantied Jobs
June
- New Report: Current Inventory of All Warehouses
- Schedule Map View Enhancement
- Login UI Update
- Job Status Filter in Employee Earnings Report
- Refund Section in Daily Deposit Report
- ServicePower Claim Submission via Warranty Menu
- Unread Messages Toggle In Messaging
- Bulk Assignment by Status, Zone, & Job Type
- Financial Charges Update
July
No Updates Released This Month
August
- Recurring Jobs via Instant Booking
- Product & Family Details in Job Search
- Unassigned Jobs on Map View
- Inventory UI Update
- Serialized Item Search
- Activities
- ServiceWorks Text Messaging rework
- UI Update for Sidebar in Mobile App
- Product History Link in Product Section
- Combined Invoice Preview
- View & Print Warranty Invoice
September
- PO Barcode Printing
- On Hand Inventory Sync With Shopify
- Tax Rate Application by Priority
- Print Option in Daily Parts Required
- Customer Note in Job Log
October
- Daily Forms
- Memberships
- My Commision in Mobile App
- Commision View Option for User’s Rate Only
- Content tag on Invoices
- Trip Note Enforcement
- Item Notes via Job Menu
- EBlast Saves Recent Message
- Customer Import Blog Link
November
- Bank Account Designation for Chart of Accounts
- Membership Enhancement
- Preset Job Status & Item Disposition Deletion
- Model / Serial Enforcement on Instant Booking
- Customer Custom Field column in Instant Booking Jobs report
December
- New Report: Finance Charge
- New Report: Tax Exempt Customer
- New Report: Open PO Items
- New Report: Revenue on Service Items by Tech
- Added Schedule Duration column to the Invoice Register Report.
- Customer phone number is now visible within the Unassigned and Ready to Be Rescheduled tabs.
- Added the ability to enforce the completion of Job Forms on jobs.
- Added a download link for forms within the All Jobs page.
- Users can now process payment without having to save the card used on file in Online Booking.
- Added Job Type column to New Vs Old Customer report.
- A Cleared Payments section has been added to the Daily Deposit Report.
- Additional options have been added to the details menu of the Membership page.
- When all technicians meet the requirements set for optimization, they will now be displayed in alphabetical order.
- Product Family & Detail has been added to the Inventory Sold report.
