Membership Auto Renewal

Create new POS from customer page

Appliance model and serial pictures

Technician  Availability Sync with ServiceBench

Technician Availability (Zone Blocking)

Displaying the current part location on the job page

Redirecting to job from customer message

LG Integration for Purchase Order

Showing Warranty total in the job total box

Cancel job in ServicePower sync status in ServiceWorks through process

Billing Party Retrieval Enhancement

Mobile App Changes

Membership Auto Renewal

This release introduces automation for membership renewal, enabling seamless continuation of customer memberships without manual intervention. The feature ensures recurring billing and job creation based on predefined membership onfigurations.

Auto-Renewal Functionality

Memberships with the “Ask for Auto-Renewal” option enabled will automatically renew upon expiry. No manual action is required from users or customers once this option is selected. Customers will continue to be billed as per the configured pricing plan (monthly/yearly).

Automated Job Creation

Renewal triggers automatic creation of billing jobs for the next membership cycle.

Jobs are generated based on memberships nearing expiration within a defined date range.

Create new POS from customer page

A new Point of Sale (POS) creation feature has been introduced. Users can now access the “New POS” link directly from the main interface or from the Edit Customer section.

Here is a link under 3 dot menu in the customer page called New POS. So if you click, it will open a POS page where you can create the new POS.

Or if you go to the edit section, there you can see the New POS button at the bottom as shown below.

When accessed from the Edit Customer page, the POS creation screen will automatically populate the customer’s name and address, reducing manual input and improving efficiency. This enhancement simplifies the POS creation process and ensures better accuracy by leveraging existing customer information.

Appliance model and serial pictures

The Product section has been enhanced to improve visibility and usability of product-related information. When in the content section any image uploaded with model or serial details, associated images are now automatically reflected within the Product section.

Existing product images will also be displayed regardless of new uploads, ensuring consistent availability of visual data. If multiple images are available, users can conveniently browse them through a scrollable view and utilize zoom functionality for better inspection. Additionally, key features from the model search functionality have been incorporated for a more seamless experience, along with an updated design to enhance the overall look and usability of the Product section.

Technician  Availability Sync with ServiceBench

Technician capacity and availability are now automatically synced from ServiceWorks to ServiceBench during the scheduled process run.

Technicians assigned to multiple zones will have their availability and zone associations accurately reflected in ServiceBench.

Newly added zones in ServiceWorks will also be synced along with assigned technicians.

Zone Setup in ServiceBench – Manual Activities Required

When adding a new Zone from ServiceWorks into ServiceBench, certain configurations do not sync automatically and must be completed manually. These steps ensure proper functionality, accurate capacity planning, and correct assignment of service responsibilities.

When searching by technician (e.g., Aaron Renji AZ Vail), the system correctly displays associated Zone IDs and descriptions.

However, the Service Administrators column remains blank, even though the Status is marked as Active.

We need to save Service Administrators values. Total 128 rows are there. That has to be done manually for 128 Zones.

Currently, capacity is set to run for three days; however, as per the configuration, it will eventually run for 10 to 12 days.

Whenever a new Zone is added, the following configurations must be manually completed:

a. Product Lines: Assign relevant product lines applicable to the Zone.

b. Warranty Setup: Configure warranty-related settings for the Zone.

c. Third-Party Business: Enable and map third-party business rules as required.

Capacity Mapping Logic

Capacity hours are mapped to ServiceBench in standardized time buckets:

Observations

1: New zones added in ServiceWorks with assigned technicians are synced to ServiceBench after process execution.

2: Technicians with multiple zones and defined capacity time ranges are synced accurately.

3: Multiple technicians assigned to the same zone with capacity configurations are properly synced.

Technician Availability (Zone Blocking)

A new Tech Availability option is introduced under the three-dot menu in the 4^th Board of Schedule for managing technician availability by zone for a particular date.

This option is available only when capacity is enabled.

Note: If capacity is not available, the Tech Availability option will not be displayed as shown in the image below.

If the capacity is available then you can be able to block a technician for a day. 

Clicking the “Tech Availability” in the 4^th board opens the zone pop-up as shown below.

Users can select one or multiple zones and save changes to block technician availability for a specific day.  After saving a confirmation message is displayed as shown below.

Saved changes persist after page refresh and remain consistent across navigation and date changes.

Updates are reflected across all users in real time.

Note: Zone blocking is applicable only in Day View. This feature is not available in Week View.

Impact in Job Scheduling & Booking  

Blocked technicians are not available for job assignment in selected zones.

Attempting to assign a blocked technician triggers a capacity pop-up.

Blocked zones are not shown as available in scheduling modules (including 4th board and job creation pages).

Candy Wrap

Day View

If a technician is blocked for a zone, a candy wrap indicator is displayed in Day View screen.

Note: If “Use Capacity” is unchecked, blocking a technician will not  show the candy wrap indicator  as shown below.

Job Creation

If a technician is blocked for a zone, a candy wrap indicator is displayed in job creation screen.

Displaying the current part location on the job page

Receive Location & Bin Display
When an item is received, it displays both the receive location and the associated bin location under “Disposition” drop down field in the Item/Part section of the job page.

Even if an item has already been received previously, any new receipt will correctly reflect the updated location and bin details. When a part is picked and assigned to a technician’s truck, the system will display the truck location accordingly.

If an item is transferred to another location via the mobile app or web, the system updates and displays the actual current location in real time.

All item movements (receive, pick, transfer) ensure that the latest location information, including bin details, is accurately reflected across the platform.

Redirecting to job from customer message

Customers receiving job-related messages (e.g., Job Created, Route Arrived, or messages sent from the Edit Job page) will now see a dedicated message entry.

Each message includes a clickable link associated with the specific job. Clicking this link will open the corresponding job details in a new tab.

These messages are accessible from:

• Edit Customer page
• Edit Job page

LG Integration for Purchase Order

Prerequisites for Successful LG Purchase Order Creation

LG purchase order creation will work correctly when:

• LG permission is enabled
• LG distributor is properly configured with all mandatory fields value

In this case, the system will allow users to create and process LG purchase orders

Reasons for LG Purchase Order Creation Failure

LG purchase order creation will fail or be unavailable in the following cases:

• LG permission is not enabled
• LG distributor is not configured
• Mandatory fields (credentials or keys) are missing

Step 1: Enabling LG Permission in Company Level

To create an LG integrated purchase order, you must first enable the LG permission from Company Level Permissions settings page.

Expected Behavior:

• When LG is enabled, it becomes available in distributor configuration dropdown.
• If LG is not enabled, users will not be able to configure LG or create LG purchase orders.

Step 2: Configure LG Distributor

After enabling permission, the next step is to configure the LG distributor.

Navigate to:
Inventory Settings → Distributor

Select LG  From the Integrated Distributor dropdown.

Once LG is selected, fill in the distributor details. After this, enter the distributor credentials and required keys (explained below), and save the configuration.

Mandatory Fields and Credentials

Certain fields are mandatory for successful LG distributor setup. Without these, the system will not function correctly for PO creation.

Basic Information

• Integrated Distributor must be set to LG
• Name can be entered as per user preference (e.g., “LG Warranty”)

Distributor Credentials

The system requires valid login credentials for LG integration:

• Username (Mandatory)
• Password (Mandatory)

Keys Section

These fields are critical for communication with LG systems:

• Ship To Code (Mandatory)
• BMS Company Code (Mandatory)
• Service User ID (Mandatory)
• Service Engineer Code (Optional)

Optional Fields

The following fields are not mandatory and can be filled based on business requirements:

• Website
• Phone number
• Email
• Address details (Zip, State, City)
• Notes
• Fax number
• Hours of operation
• Account terms
• Credit limit

Step 3: LG Purchase Order Creation and Submission

Users can create a Purchase Order directly for LG parts by adding required parts and submitting the purchase order for processing.

After submitting the Purchase Order with valid parts you can check the status of the items ordered by clicking GET STATUS link.

Important Notes:

• The User ID, Password, Company BMS Code, Ship to Code, and the Service Engineer Code. These are the things we need to actually connect to any LG APIs.
• LG APIs do not accept brand names, abbreviations, or any brand-related inputs while creating a Purchase Order.
• Only valid LG part numbers are accepted. Non-LG parts cannot be ordered through the LG distributor.
• Upon successful PO creation, the Distributor Order Number is returned and displayed in the system (e.g., in the grid view).
• When checking the PO status, LG returns details such as order status and related information.

Showing Warranty total in the job total box

In warranty jobs, earlier only items with a Delivered status were shown in the Income and Charges sections, making it difficult for users to understand the actual profit.

This has now been improved by applying the “Show in Invoice” logic—any item marked with this option will appear in both sections, regardless of status. The Income section now includes item service amounts, customer payments (such as deductible or co-pay), and mileage amounts, along with a clear breakdown of subtotal, tax, total, and amounts due from the customer and warranty company.

The Charges section displays parts cost, labor/service cost, technician commission, and mileage cost. If a mileage policy is applied, mileage is treated as structured income; otherwise, it continues to be treated as income for legacy reimbursement cases. These changes apply only to warranty jobs, while normal jobs will not display warranty-specific fields, ensuring clearer and more accurate financial visibility.

Cancel job in ServicePower sync status in ServiceWorks through process

When a job is cancelled in ServicePower, the update is automatically reflected in ServiceWorks through the Third-Party ServiceWorks Status Sync process. This process runs at a scheduled interval of every one hour, ensuring that cancelled jobs are synced and updated in ServiceWorks.

The reason why there is no clear indication of the status as “Cancelled” in all views makes one think that the jobs have not been cancelled at all. If a job be classified as “Completed” in ServiceWorks and later cancelled in ServicePower, the job will not be regarded as a cancelled job.

Users may not always get the “Cancelled” status is that ServiceWorks as it displays the job statuses using a Date Range logic as discussed below.

Date Range Logic:

From: 1 day before current date (-1 day)

To: 7 days after current date (+7 days)

Only jobs that have been cancelled within this -1 to +7 day range are displayed.

Note: Cancelled jobs outside this date range will not appear, even though they are correctly cancelled. As time progresses, newly cancelled jobs within the range will become visible automatically through Third-Party ServiceWorks Status Sync process. This background process that updates job statuses runs at a 1-hour interval.

Billing Party Retrieval Enhancement

1. A new overload has been implemented for retrieving billing parties based on the manufacturer. With this update, in the Part Billing and Labor Billing sections only manufacturers will be fetched.
2. In the Claim Processor TPA field, all TPAs are listed as expected.
3. In the Distributor dropdown in the Item section now shows all available distributors, while Billable To (for both Item and Service sections) is currently limited to Customers and OEMs.

Note: For existing records, previously selected values such as Distributor or Claim Processor TPA, continue to be displayed consistently.

• Additionally, in the Warranty Claim Receivable page, all relevant distributors and claim processors are shown if already associated with the claim, ensuring continuity with existing data.

Mobile App Changes

1. Picture option in Products/Equipments page

On the Product/Recruitment page in the Mobile App, you can add a picture using the camera icon. This image will also be reflected on the product page on the website.

Select the picture from gallery.

You can zoom in and zoom out the picture. If we want to delete the picture, we have a delete icon to delete this.

• VoIP outbound call using Twilio

This functionality is what makes it possible for individuals to conduct VoIP outcalls using the mobile application with the help of integration with Twilio. This means that individuals are able to communicate with their clients without having to depend on the traditional telephone networks.

• Service waiver for jobs shown when tapping “Arrive”

When the Arrive button is tapped, users are now required to complete the disclaimer and estimation approval steps. If these are not completed and the user attempts to proceed by clicking Done, an error message is displayed prompting them to provide a signature. Signature capture is mandatory; without submitting the required signature(s), the user will not be allowed to mark the job as Arrived.

• Warranty Invoice In Mobile

Warranty Due added in the payment summary section.

• Payment Link SMS Number Display Update

While sending the payment link, the technician’s phone number was being displayed. This has been corrected to ensure that the designated SMS texting number is shown instead for all payment link communications.

• In PO Receiving Page, Location and Bin Dropdown Fix

In the new mobile app, users can now correctly view and select values from Location and Bin dropdowns, ensuring a smoother and more accurate PO receiving process.