The following issues, patches, and updates were addressed in our latest update to ServiceWorks:
New Features
- “Order Parts” Disposition Status
We’ve added a new item disposition solely for reordering parts. When used, it will add the selected part to your Item Needed page, even if it already exists within your inventory. This new status DOES NOT deduct from your inventory quantites, regardless of whether or not the item is in stock.
Resolved Issues
- Refunds issued should now go to the appropriate chart of account head in QuickBooks.
- Addressed error where voiding a POS transaction did not remove the tracking ID from items
- Fixed issue where item pricing did not match current distributor prices
- Resolved error where overpayments were permitted within Customer A/R
- Repair codes for items now sync and transfer directly from ServicePower and ServiceBench hubs
- Addressed issue where route sheet color coding didn’t match when selecting new time slots
- Estimations sent through the mobile app now use the correct estimation template
- Resolved error where refunded credit card payments did not generate a payment tracking ID
- Restored visibility to the On Hold & Ready to Be Rescheduled statuses within the mobile app
- Restored functionality to the clock in feature on the desktop version of ServiceWorks
- Addressed error where job notifications were sent by jobs that had not been assigned or completed
- Payment links sent through email now function correctly and display a confirmation message when successfully completed
- Syncing items within the Marcone Cart feature no longer creates duplicate orders
- Addressed issue where applied tax amounts appeared differently between the job ticket and printed invoice
- Time ranges now match the current schedule post optimization\
- Job status changes in the mobile app now reflect in the job log
- Restored functionality to the notes icon on report links
- Estimation reminders no longer get sent to customers once the estimate has been converted to a job
Mobile App
- Job Creation by Address
You can now create new jobs for new and existing customers on the mobile app by using the customer address search field.
- Completed Job Color Change
When jobs have been marked as completed, you will now notice that the job itself changes to the color of the Completed job status, informing you at a glance of your technician’s current progress.
- Address & Job Type Visibility
When viewing jobs within the schedule section of your mobile app, you’ll now be able to see the customer’s address and associated job type within the job card.
Enhancements
- Waiting on Parts Bucket
We’ve added a section to the schedule where you can view and schedule your current jobs that are waiting on parts.
- Manual Notification Emails
In addition to having your notification emails send out whenever an action is triggered, you can also manually send any notifications directly to your customers. This will work great for instances of missed or overlooked notifications.
- Job Import Enhancements
When you import jobs, the system is now smarter about matching them to existing products and customers. This update helps prevent duplicate products and ensures your customer data stays clean and accurate. [See what we’ve added here]
- Total Time On Job
You can now view a summary of the total time a technician spent to complete a job within the Schedule section. This summary will appear underneath the Time Spent field.
- Resource Center
Our help section has moved! Learn more about the resource center and how to take advantage of its features for your ServiceWorks journey [Learn more here]
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
