Enhancements done in the Website

1. Stopping automatic redirection to invoice or estimate after creating a POS or POS Estimate
2. Message Inbox Enhancement
3. Automatic System Log Generation for Job Activities
4. Send Content to ServicePower
5. Claim Processor Setup Page Grouping
6. Route Map Date Selection and Mileage Display Enhancement
7. Apply vendor payment to multiple invoices
8. Customer Portal Content Upload
9. Enhanced Display of Credit Card Type and Last Four Digits
10. All Payments Popup in the job details page
11. Purchase Order Email Notification Template Enhancements
12. Shopify Acceptable Item Filtering

Enhancements done in the Integration Part

1. Improvements and additions in the email interception

Enhancements done in the Mobile App

1. Route Map Enhancements
2. Enhanced Content Description Editing on Job Details page
3. Red Flag Status in Job Details Page
4. Mobile Alert pop up for Cancelled Jobs for iPhone/iPad

Enhancements done in the Website

1. Stopping automatic redirection to invoice or estimate after creating a POS or POS Estimate

Previously, after creating a Point of Sale (POS) or POS Estimate, it automatically redirected users to the generated Invoice or Estimate document. This interrupted the user’s workflow, especially when they needed to perform additional actions such as adding a schedule, recording a payment, or updating other POS details. To provide a smoother and more efficient experience, the workflow has been enhanced to stop the automatic redirection. Instead, a success confirmation popup is displayed, allowing users to choose whether to open the generated Invoice/Estimate or continue working on the newly created POS or Estimate. This gives users greater control over their next step while improving navigation and overall usability.

After successfully creating a POS, a confirmation popup is displayed instead of immediately redirecting the user. The success popup includes:

• Invoice link to open the generated POS invoice in a new browser tab.
• OK button to close the popup and navigate to the newly created POS Details page.
• Close (X) button to dismiss the popup and navigate to the POS Details page.

Selecting the Invoice link opens the invoice in a new tab while keeping the current page unchanged.

For Estimates, the success popup includes an Estimate link that opens the generated estimate in a new browser tab.

Clicking OK or Close (X) from the Estimate success popup redirects the user to the Edit Estimate page.

2. Message Inbox Enhancement

The Messages functionality has been enhanced to improve the user experience by excluding automated system-generated messages from the Message Inbox accessed through the application header. The Inbox now displays only unread and manually sent messages, providing users with a cleaner and more relevant conversation list. This enhancement applies only to the header-level Message Inbox and does not affect message history associated with individual Customers or Jobs.

If you click the message link in the header as highlighted in yellow in the above image, it will load only the unread one as shown below.

When you open any message, the message bubble disappears and a message window opens, allowing you to view the conversation and reply directly.

A three-dot menu is also available, from which you can delete the message or create task as shown below.

There is a Search Customer option where you can search a specific customer to send message.

Note: The message window remains open and stays in place even if you navigate to other areas of the application.

3. Automatic System Log Generation for Job Activities

A new enhancement has been introduced to improve job tracking by automatically generating system logs for key system-driven activities and workflow events. These logs provide better visibility into automated actions performed by the application without requiring manual user intervention.

The system now automatically records log entries for various events, including:

• Job creation and schedule assignment.
• Recurring job creation.
• Automatic technician assignment for instant bookings.
• Email and text notification delivery status (sent/not sent) for:
  • Job Created
  • Appointment Reminder
  • Technician En Route
  • Job Completed
  • Invoice Email
• Reasons for notification failures (for example, text messaging disabled, blank message template, or recipient not configured).
• Workflow-driven job status updates.
• Workflow-driven item disposition updates.
• Automatic item disposition changes due to inventory or stock availability.
• Robo Call status when the feature is unavailable or not enabled.

4. Upload Content to ServicePower

A new Upload Content to ServicePower feature has been introduced to streamline the submission of job-related documents to ServicePower directly from the job page.

The Upload Content to ServicePower option is now displayed only for ServicePower jobs for which claim has been submitted.

Users can launch the Upload Content to ServicePower popup directly from the Job Page action menu.

• Users can directly add Warranty Invoice and Proof of Purchase documents to the upload grid.
• If no Proof of Purchase is attached to the job, the system displays the message:
  “No Proof of Purchase is attached to this job.”
• Users can browse and select additional attached content, including images, PDF, Word, and Excel documents, from a content selection pop-up.

Click the required tab Warranty Invoice or Content and select the document(s) you want to send to ServicePower. Here we are taking ‘Warranty Invoice’ for an example.

Users can assign a Category and enter a Description (up to 60 characters) for each selected document before sending.

• The Send button is enabled only after at least one document is selected.
• Mandatory validation ensures required Category and Description information is entered before submission.
• After submission, documents are placed in a Pending status and a success message is displayed.
• Duplicate upload requests are prevented even if the Send button is clicked multiple times.

• A background process has been implemented to securely transmit the selected content to ServicePower.
• After the background process completes successfully, the selected content is delivered to ServicePower.

• Upon successful transmission, a Job Log entry is automatically created, recording the user who initiated the transmission along with the date and timestamp for audit purposes.
• Clicking View Proof of Purchase  and Warranty Invoice will open the attached proof of purchase document in new tab.
• Before the backend process runs only the uploader can Edit/Delete the document(s).
• Added a validation message to notify users when no proof of purchase document is attached to the job.
• Updated document permissions so that only the user who uploaded the proof of purchase document can modify or replace it. Other users have read-only access.

Pending Document Management

• Pending documents can be updated before the upload process runs.
• Users can modify the Category and Description or delete pending documents.
• Only the user who uploaded the document is permitted to edit or delete pending entries.
• The upload process only processes documents that are currently in the Pending state.
• Successfully uploaded documents are displayed in the grid with:
  • Document Name
  • Category
  • Description
  • Uploaded By
  • Uploaded On
• Uploaded documents become read-only after a successful upload.
• Every successful upload is recorded in the Job Log with complete upload details.
• Documents that fail to upload are displayed in a dedicated Failed section.

• The uploader receives both an email notification and an in-app notification containing the failure reason.
• Failed upload events are recorded in the Job Log.
• A Resend option is available only for failed documents.
• Before resending, users can update the Category and Description or delete the failed document.
• Clicking Resend changes the document status back to Pending for reprocessing.
• Users can resend documents that have already been uploaded successfully whenever required.
• All document upload activities are recorded in the Job Log using the company’s configured time zone.
• File size validation has been added to prevent uploads that exceed the maximum allowed limit. When the limit is exceeded, the upload is rejected and the uploader receives an email notification explaining the validation failure.

5. Claim Processor Setup Page Grouping

The Claim Processor Setup page has been reorganized into logical sections to improve usability and simplify configuration.

Grouping Details:

Configuration settings are now grouped under the following sections:

• Connection Information: Includes Processor, Processor Name, ID, User Name, Password etc.
• Incoming Dispatches: Includes Auto Accept, Send Sub Status check-boxes and color option.
• Availability Updates: Includes Update Employee, Update Capacity and Update Area.
• Claim Submission: Includes Apply Warranty Markup, Tax Exempt options and Part Submission to Claim.
• Address Information (Optional): Includes Address, Zip, City/Region, State/Province, Phone and Email.

6. Route Map Date Selection and Mileage Display Enhancement

The Map functionality has been enhanced to correctly display route information based on the selected date. Previously, the map always displayed the route for the current date, even when users selected a different date. With this update, the map now refreshes correctly and displays the route corresponding to the selected date.

Additionally, the map now displays the mileage (distance traveled) for the selected route, allowing users to easily view the distance covered between route points for the selected date. This enhancement provides more accurate route visualization and improves trip tracking.

By tapping the map icon it is opening the following map screen.

• Users can now view the Route Map for future job dates directly from the Job Listing page.
• The Route Map automatically refreshes to display the correct route when users switch between past and future dates.
• Improved support for viewing the corresponding day’s route after changing the job date.
• Additionally, the map now displays the mileage (distance traveled) for the selected route.

7. Apply vendor payment to multiple invoices

A new Bulk Warranty Payment feature has been introduced on the Warranty Claims Receivable page, allowing users to apply a single vendor payment to multiple invoices in one transaction.

Users can select a Vendor, choose a Payment Method.

Users can search for one or more invoice numbers and distribute the payment amount across multiple invoices within the same transaction.

• If the entered Amount is less than the invoice amount then the remaining amount is negative and in red color. In that case user cannot take payment and the  Take Payment button is disabled.
• If the entered amount is exact or greater than the invoice amount then Take Payment button is enabled and user can take the payment as shown below.

• The Remaining Balance is automatically updated as payments are applied to invoices.
• Validation has been added to prevent over-allocation or under-allocation of the payment amount. Warning messages are displayed if the allocated amount exceeds or is less than the entered payment amount.
• Upon saving, the selected invoices and related financial records (including Customer A/R, where applicable) are updated with the payment information.

• User can click Upload AI button to upload check image. When the check image uploaded it will automatically fetch Amount, Payment Date, Check Number and Check Holder Name using AI.
• There is another Upload AI button button to upload check stub. By uploading check stub It will fetch all the jobs using AI. The upload feature for both check number and check stub now supports PNG, JPG, and PDF file formats, allowing users to upload check stubs in multiple formats.

8. Customer Portal Content Upload

This release introduces enhancements to the Customer Portal that allow customers to upload and manage pictures and documents directly against their service requests (only if the job is not completed). Uploaded content is automatically associated with the correct job, categorized appropriately, and made available within both the Customer Portal and the Edit Job page for improved visibility and tracking.

1. Customers can upload pictures and documents to both new and existing service requests/jobs after login to the customer portal.

• Multiple files can be uploaded simultaneously using drag-and-drop or file selection.

Clicking Upload Content will open Import File popup window.

• Uploaded content is automatically saved and linked to the correct job.
• Additional files can be uploaded to jobs that already contain existing content.
• Uploaded content is immediately displayed in the Latest Trip section on the Edit Job page.

• Uploaded files remain available after refreshing or reopening the job.
• Content uploaded through the Customer Portal is available for jobs created directly from the Customer Portal.
• Uploaded content can be viewed and opened successfully from the Customer Portal.
• Content is displayed only for its associated service request and is also available in the All Content section.
• All content uploaded through the Customer Portal is automatically categorized as Customer Portal on the Edit Job page.
• Each uploaded file creates an activity log entry showing the customer’s name as the uploader.

1. Content uploaded through the Customer Portal is clearly identified with the label “Uploaded through Customer Portal”.
2. Validation has been added to ensure:
   1. Only supported file types can be uploaded.
   1. Files exceeding the maximum allowed size are rejected with an appropriate validation message.

9. Enhanced Display of Credit Card Type and Last Four Digits

The Edit Job page has been enhanced to display the credit card type along with the last four digits of the card used for customer payments, making it easier to identify payment methods while maintaining card security.

The Payment Information section on the Edit Job page now displays the credit card type (e.g., Visa, MasterCard, American Express) and the last four digits of the card used for the transaction.

Payment details remain visible after refreshing the Edit Job page, ensuring consistent and accurate display of payment information.

10. All Payments Popup in the job details page

A new All Payments popup has been added to provide a consolidated view of all vendor payments associated with a job.

Details of all payments received from vendors for the selected job are now displayed in the All Payments popup.

The popup can be accessed by clicking the All Payments link in the right panel of the Job Details page.

This enhancement provides quick access to the complete payment history for the job without navigating away from the Job Details page.

The available columns are as follows:

Payment Date: Displays the date on which payment was done.

Paying Party: This column displays values such as Customer or Vendor.

Payment Source: This column displays values such as Down Payment, Invoice Payment, Customer A/R, Customer Portal, External, and Auto Payment.

Paid By: This column has been added to display the name of the user who processed the payment. This field remains blank for External Payments and Invoice Auto Process payments.

Payment Method: This column displays the correct payment type for example Check, Cash, Credit Card etc.

For Credit Card payments, the payment method now displays the card type along with the last four digits of the credit card number.

Amount: This column shows the amounts associated with each payment.

Note: The existing Payment History section under the History tab remains unchanged to preserve its current functionality.

11. Purchase Order Email Notification Template Enhancements

A new Purchase Order (PO) Email Template Configuration has been added to provide greater flexibility in sending PO notifications. Administrators can now configure and customize the email template used for Purchase Order communications instead of relying solely on the default template. Additionally, a configurable “From” email address has been introduced. When an email address is specified in this configuration, all Purchase Order emails are sent using that address. If no email address is configured, the system automatically falls back to the email address defined in the existing Email Notification settings.

The Purchase Order confirmation email template has been updated to improve communication with vendors and provide clearer instructions.

The default message has been updated  to: “Please process the attached purchase order as soon as possible. Kindly review the order and prepare it for pickup or shipment”

The “Please do not reply to this email” disclaimer has been removed from the bottom of the email template, allowing vendors to respond directly when required.

The PO Email Automated Notification option is now enabled by default for all companies, ensuring Purchase Order email notifications are automatically sent without requiring manual configuration.

When Personalized Email is not configured or is disabled, the system now correctly displays the Company Email as the sender in outgoing Purchase Order emails.

Note: The Legend option associated with Purchase Order email notifications is an important part of this enhancement

12. Shopify Acceptable Item Filtering

A new Acceptable Item section has been introduced for the Shopify integration, allowing administrators to control which Shopify orders are synchronized with ServiceWorks based on the items included in the order. This enhancement helps ensure that only relevant orders are imported while providing greater flexibility in managing product synchronization.

• Added an Acceptable Items configuration where users can maintain a list of items eligible for synchronization.
• Auto-suggestions are displayed while searching for items, making item selection faster and more accurate.
• Users can search and add valid Shopify items to the Acceptable Item list.
• Duplicate items are not allowed in the Acceptable Item table.
• Configured items are retained after users log out and log back in.
• When the Acceptable Item table is empty, all Pending and Fulfilled Shopify orders are synchronized to ServiceWorks, maintaining the existing behavior.
• When one or more acceptable items are configured, only orders containing at least one configured item are synchronized.
• Orders containing only non-configured items are excluded from synchronization.
• If an item is removed from the Acceptable Item list, subsequent Shopify orders containing that item are no longer synchronized.
• Orders containing a combination of acceptable and non-acceptable items are synchronized as long as at least one line item matches an item in the Acceptable Item table.
• Newly added acceptable items are automatically considered during the next Shopify synchronization cycle.

Enhancements done in the Integration Part

1. Improvements and additions in the Email Interception

1. Accurate Job Created Date Filtering

The system now correctly stores the Job Created Date, ensuring that filters on the View All Jobs page return accurate results.

2. Improved Email Body Display

Email content is now rendered in HTML format, preserving the original formatting, styling, and layout for improved readability and a better user experience.

3. Warranty Toggle Persistence

The Warranty toggle value is now correctly saved in the DispatchMe integration and accurately reflected in the corresponding job as Warranty On or Warranty Off.

Warranty Status in DispatchMe Ticket detail page.

4. Enhanced DispatchMe Product Information for American Home Shield (AHS)

DispatchMe integration has been enhanced to retrieve and display additional American Home Shield (AHS) product and dispatch information, including the Dispatch Number and other associated product details.

Enhancements done in the Mobile App

1. Route Map Enhancements

The Route Map functionality has been enhanced to provide a more accurate and seamless navigation experience across different job dates.

Enhancements include:

• Users can now view the Route Map for future job dates directly from the Map icon in the Route Sheet.
• The Route Map automatically refreshes to display the correct route when users switch between past and future dates.
• Improved support for viewing the corresponding day’s route after changing the job date.
• Existing Route Map functionality, including En Route, Arrived, and Completed job indicators, continues to work as expected.
• The Dashboard Route Sheet Map has also been verified to ensure consistent route display and navigation.

Additionally, the map now displays the mileage (distance traveled) for the selected route, allowing users to easily view the distance covered between route points for the selected date. This enhancement provides more accurate route visualization and improves trip tracking.

2. Enhanced Content Description Editing on Job Details page

Users can now edit the description of existing media uploaded to a job. Previously, the Edit Content option only allowed users to delete uploaded photos and did not provide the ability to modify their descriptions.

How to Use

1. Navigate to the Job Details page.
2. Open the Content section.
3. Select an existing image and tap the Edit icon. A popup window will open named “Edit Description”.
4. Update the content description in the description field.
5. Finally tap Update to save the revised description.

3. Red Flag Status in Job Details Page

Previously, users could only identify a red-flagged customer by the static Red Flag icon displayed on the Job Details page. To view or edit the customer’s Red Flag Note, they had to navigate to the Customer Details page, where the Red Flag icon was tappable.

With this enhancement, the Red Flag icon on the Job Details page is now tappable. tapping the red flag icon opens a popup displaying the customer’s Red Flag Note, allowing users to quickly view the information without leaving the Job Details page.

4. Mobile Alert pop up for Cancelled Jobs for iPhone/iPad

• Added an immediate mobile alert popup that is displayed as soon as a job is cancelled.
• The popup clearly indicates that the selected job has been cancelled.
• The notification is displayed instantly, providing timely confirmation of the cancellation to the mobile user.