The following items were released on January 16th.
Creation Date in Quotes
A new Created Date column is now added to the Quotes List.
Filter by User Type in Settings
Admins can now filter by User Type in Settings > Team Settings > Users.
Job Code in Quotes
The Job Code now appears in the Quotes List and in the Quote Record.
Fix to ensure that Billing Details are correctly updated on the Job Record.
The following items were released on January 13th.
Easily Delete Purchase Orders from a Job Record
Customers can now easily select a purchase order and delete it right from the Job Record. This saves time and multiple clicks.
Quickly Access Email History in the Job Record
Customers can now easily access Email History from the Job Record to quickly view important customer communications.
- Fix to ensure that the Scheduler displays the correct results when searching all unassigned jobs.
The following items were released on January 7th.
Create a Sub-Job from the Scheduler
From the Scheduler, you can now right-click on a job and quickly create a Sub-Job to save time.
Easily Filter By All Clients in Client Call History Report
In Reports > Client Call History Report, you can now easily filter by All Clients for a more detailed report.
Quickly Open the Add Payment Window
When the Add Payments button is selected under the Billing Details section in a Job, the Add Payment window automatically opens to save you time and steps.
Quickly Open the Stripe Payment Window
When the Stripe Payments button is selected under the Billing Details in a Job, the Stripe Payment window automatically appears, saving you time and steps.