The following issues, patches, and updates were addressed in our latest update to ServiceWorks:
New Features
- New Report: Consolidated Sales Report
Resolved Issues
- Fixed an issue where accounts with an active membership automatically used the membership’s saved payment card for non-membership purchases, preventing users from selecting a different payment method.
- Enhanced due date logic — payment terms take priority, invoice process values apply when terms are absent, and all POS, Shopify, and terminal invoices now display accurate due dates and logs.
- Resolved issue where marking items received from purchase orders as Damaged added them to the available inventory instead of recording it separately.
- Inventory Transfer report now displays the correct information when the date range is changed
- Card processing fees now appear when generating invoices
- Updated API mapping so that Speed Queen brand items no longer have issues when submitting warranty claims
- Fixed an issue where job optimization executed on the Daily Staff View produced results inconsistent with those generated via the Optimization page
- Resolved issue where certain inventory item’s quantities couldn’t be manually adjusted
- Addressed error where negative stock quantities would appear on the Items Needed page
- Warranty Dispatch numbers are once again visible in generated invoices.
Enhancements
- Barcode Printing From Location Settings
We’ve now added the ability to print off location & bin barcodes directly from within the Location menu. Click the print icon within the Action column of any location to utilize this new enhancement. (Please note, at this time clicking the print icon will print the location and ALL bins stored within the location)
Barcode Printing in Edit PO
In addition to the All Jobs page, you can also opt to print out item barcodes from within the Edit PO menu. Click the print icon within the Action column to print out labels for the full quantity of items selected.
Job Links in Edit PO
Now, when navigating within the Edit PO menu, you’ll have the ability to view the jobs in which the items on the purchase order are allocated to by clicking on the blue job link within the Reference column. In situations where multiple quantities of jobs are on the order, each individual job will be listed as a clickable link.
SMS Blast in All Jobs
The SMS Blast link has moved! This feature can now be found and selected from within the Action dropdown menu within the All Jobs page.
Refined Sub-Customer functionality
Users can now add or search for parent customers, sub-customers, and unassigned customers while creating a new sub-customer or creating new jobs for sub-customers.
Additionally, when searching for sub-customers in a parent account, search results limited to associated customer accounts ( Parent or Sub-customers for the selected customer) when using “New Sub Customer” or “New Job for Sub Customer.”
Report Enhancements
Added a Job Completion Date column to the Service Item Details report
Items Purchased Break Down report now has a date range filter
Added an Aging column (days since ordered) to the Open POs report
Added Revision Number column to the Items Received report
Added an Invoice Type filter to the Order Items report
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, 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:
Live Chat: app.service.works
Email: support@service.works
Phone: 636-220-4363 Ext. 1
