We are going to have a busy couple of months! Expect to see the below features and enhancements along with bug fixes go out gradually over the next 4-8 weeks in multiple releases.
Please note that the order in which items are listed below may not correspond with the order in which they are deployed into production, so please stay tuned for updates here and within the application.
Admin System
- "Download All" button on the Pics and Docs tabs of jobs and estimates
- Show title of the page in the browser tabs (e.g. Job# 1234567, Customer: John Doe, etc.)
- Add "Service Location Nickname" to the configuration of Dispatch grid blocks
- The ability for the customer to "Add to Calendar" from job/work order email confirmations
- Change primary contact on the account without having to delete data and copy & paste
- Preference setting to always date invoices the date of the service (for repeating and non-repeating jobs)
- Add hyperlinks to data within reports (e.g. job #, estimate #, customer name, etc.)
- On hover, display a popup with the customer's account summary/quick history from the job and estimate view screen
- Make more fields on Estimate and Job View screens editable without having to go into full Edit mode
- Add a toggle in Workforce Management to show/hide inactive employees
- View documents & photos attached to past estimates and jobs in customer details > Documents tab
- Remember user's last toggle preference on All or Completed & Closed in Accounting > Create Invoices page
- Display a symbol on the job block in dispatch indicating if the job had any reminders set
- Dispatch Map page improvements - make map larger, optimize the layout.
- Dispatch grid cleanup - make minimize tabs button more visible, reduce unused space
Worker App
- Ability to view service and product catalogs in worker app without having to create an estimate or a job
- Ability to select a referral/marketing source when creating estimates/jobs from the worker app
- A way to search jobs by different criteria in the fieldworker app from My Work
- View documents & photos attached to the customer's account from the field worker
- View documents & photos from past estimates and jobs in customer details on the worker app
- Show the job number on the job details screen of the worker app
- Display stock quantity inside warehouse drop-down list
- In worker app, scroll to the bottom of the invoice tab after adding product/service
ServiceCall.ai
- View call details popup with playback options from Call Center
- Order drop-down lists (e.g. Call Reasons, Call Outcomes, etc.) alphabetically as opposed to chronologically
GPS / Fleet Tracking
- Add a preference to set default units to Miles or Kilometers