System Patches and Updates for February 1st, 2024
The following issues, patches, and updates were addressed in our latest update to ServiceWorks:
New Features
- Accounting Tab added to toolbar (blog)
- Statement Email Process (blog)
- Tooltips and recommendations added to Site Settings
Resolved Issues
- Resolved issue with imported jobs not retaining changes to technician assignment
- Resolved issue with inventory import and export missing extra data columns
- Daily Deposit Report no longer displays duplicate refund amounts
- Monthly recurrences now align with their assigned dates
- Items no longer appear in overdue parts report when purchase order has been received (full or partial)
- The issue where unchecking “Show Item in New Job Page” still caused item section to display has been resolved
- Restored functionality to Job Discussions messaging via desktop
- Addressed issue where “Keep On Ticket” status for items did not return them to their original inventory location
- Resolved issue where child jobs with the {TicketDate} tags were displaying the creation date of the parent job
- {BillToAddress} and {COMPANYLOGOROUND} tags have been restored in templates
- The schedule for cloned jobs can be changed without error message
- Making edits to the date within the schedule view now saves changes
- Addressed issue where processing bulk payments did not reflect the correct amount in customer A/R
- Fixed issue where trying to refund partial payments resulted in an error message
- Addressed issue where payment history displayed recorded refunds as 0.00
- Resolved issue where recurrences was not copying the selected zone forward
Mobile App
- Resolved issue with duplicate payments being taken in mobile app
Enhancements
- Estimate Status dropdown changed to checkbox in Estimate Summary
- Multiple appointment reminders can be created using templates and job types (blog)
- Field configuration toggles added for Purchase Order Template (blog)
- The search bar can now be searched by invoice, estimate, order number or page name (blog)
We update ServiceWorks over a weekend when a patch or update will also affect the mobile app. This prevents our customers from getting an update notice on their mobile devices when starting their workday. Please look for our Maintenance Notification Emails. Please note, the morning after a promotion to the system you may see some temporary slowness when first logging into your account. This will clear up quickly as your system takes in the new updates
Need More Assistance?
Contact us:
Use the chat bubble on our site here
Email: support@service.works
Phone: 636-220-4363 Ext #1
