System Patches and Updates for April 5th, 2024
The following issues, patches, and updates were addressed in our latest update to ServiceWorks:
New Features
- POS Terminal on Desktop
- POS Terminal for iPad and Android tablet devices
- Invoice Management in mobile app
- Notes can now be added for user clock-ins through the mobile app
- Job Status Dropdown in mobile app
Resolved Issues
- Resolved issue where setting a sub-customer job to “Bill with Parent” caused it to not display the parent name above the customer label
- Addressed issues regarding applying store credit to jobs and purchases
- Fixed error with credit card payment declined template not displaying the amount due in emails
- Resolved issue with trip notes from recurring services were not transferring when being copied forward
- Removed PDF export option from Customer Service History
- Resolved issue where 2nd schedule trips could not be assigned
- Addressed issue with recurring trips not being scheduled in chronological order
- Fixed a recurring issue where editing descriptions for items would auto-populate and overwrite the previous entry
- Item and Description fields no longer overlap on customer order invoices
- # sign can no longer be used when creating usernames
- transfer log for inventory items now displays the correct time and date of transfer
- Keep-on-Ticket status no longer deducts quantity from inventory stock
- Item availability is now visible in Daily Parts required popup
- Customers with multiple addresses will now only display 1 address when searched via customer view
- Resolved issue where allocated items were being removed from inventory prior to being delivered
- Invited users and third party contractors no longer show up in the user list until their credential creation is complete
- Addressed error where appointment reminders did not include the customer address within the notification
- Changing claims processors in a ticket now reflects on both desktop and mobile
- Resolved issue where creating a job for sub-customers would change the default address type
- Editing a customer’s phone number no longer changes the formatting of the number in the system
- Fixed error where added parts to estimations weren’t visible on ticket
- Resolved error where attached files did not copy over to cloned recurrences
- Serial numbers no longer disappear when serialized items are added to products
- Resolved issue where the drop-down box for job status did not stay as selected
- Transfer log for inventory items now displays the correct time and date of transfer
- Drag-and-drop schedule changes for jobs in a recurrence no longer asks to change other jobs in recurrence
- Resolved an issue where Quickbooks payments were not syncing properly
- Resolved issues with claims processors appearing in Employee Earning Report
- Commission rates now excludes extra charges, no more tips or processing fees added to the total amount
- Resolved issue where deleting a non-serialized item to recreate as a serialized one kept all the prior item information
- Addressed error with item disposition reverting to “Select Disposition” when changing the status
- Addressed issue where items on order and on hand did not match the correct quantities
- Resolved issue where credit card payments made through Square did not register in Square’s credit card log
- Addressed issue where “show product” toggle in Module Visibility would disable itself
- Restored functionality to bin format
- Resolved issue where trip note was not saving from schedule page
Enhancements
- Technician schedule now takes priority over company schedule for technician assignment
- Deleting an assigned job type no longer prevents automation notifications from being sent for jobs with the previously existing job type
- Employee earning report now displays time and local time zone captured
Mobile App Enhancements
- Flat-fee discounts can now be applied through the mobile app
- Additional stability has been added to the search catalog feature
- Added the ability to send forms without an invoice attached to customers
- Technician assignment menu now reflects the same order as on the desktop
Mobile App Resolved Issues
- Resolved issue where professional clock-ins via mobile app were being logged on incorrect times
- Fixed issue with Submit and Add job buttons being overlapped in the job edit view
- Resolved issue where jobs marked as completed were not appearing in the Completed Jobs section
- Cancelled jobs will now display the cancelled label
- Resolved issues with mobile app not displaying future service history for recurring jobs
- Using the tech filter in the schedule view on mobile app no longer displays all jobs
- Fixed error where technicians could click the arrive button twice when on location
- Resolved issue where professional clock-ins via mobile app were being logged on incorrect times
- Addressed issue where clicking the arrive button didn’t stamp the correct time and date
- We resolved an issue where trying to collect payment via mobile app resulted in an error message
- Fixed error when sending emails and pictures without an invoice, automatically attaching the invoice to the message
- technician assignment list in mobile app now reflects the order on the web side
- Addressed issue with greyed-out carryout button
- Addressed issue where cancelling jobs via mobile app would only allow for Customer Portal to be selected as the reason
- Resolved issue where the save button would not function while collecting credit card payments via iPad POS browser
- Restored search function feature in iPad view
- Removed negative amounts from inventory in Mobile app view
- Discounts can no longer exceed 100% of the cost in mobile app
- Items marked as taxable no longer have taxable box disabled when added to ticket
- Restored visibility to Save button in the forms tab
- Resolved issue where smaller barcodes could not be scanned properly
We update ServiceWorks over the 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 that 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
