Feature Releases
Admin System
Released Friday, February 5th
You can now save, customize, and generate reports in Service Fusion's new Report Center! With an initial offering including job and estimate level reports, our new reports center allows more functionality and data extraction than ever before. Check out the new Reports Center!
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Released February 12, 2021
Bar code scanners can now be utilized with Service Fusion! Features currently include the ability to add products/services directly from our Product/Service Catalog to Jobs, Estimates, Purchase Orders, and Inventory Orders by scanning the barcode or inputting the UPC or SKU number. This new feature also allows for the creation and printing of your own barcodes! Read more here!
Released February 23, 2021
Dispatch Grid enhancements! These enhancements include quick navigation to user accounts by clicking the name on the Dispatch Grid.
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Users will also be able to navigate to a customer account directly from the Dispatch Grid by using the Single Click Summary Window!
This will also introduce a static date function to the Dispatch Grid. Upon page refresh or navigation to another page within Service Fusion, the Dispatch Grid will remain on the same date the user was last utilizing without reverting back to the current date.
You can now print the company calendar! Print a calendar view from the calendar screen in Service Fusion to take with you as the manager in the field if you are travelling to low signal areas or would like a backup of a historical schedule. Support Tip: Utilize the filters before selecting to print to include only and exactly the information of interest.
Bug Fixes
Admin System
Released Wednesday, February 10th
A bug was fixed that caused payments received against 3 or more unpaid invoices to apply only to the first invoice. Payments will now correctly apply against 3 or more invoices.
A bug was fixed that caused the "Due On Receipt" payment term to incorrectly flag invoices as past due invoices when the due in days were greater than 0 on this payment term. Invoices with this payment term and custom due in days configuration will now correctly calculate as current or past due.
A bug was fixed that prevented tax from being calculated correctly when tax was set to auto apply and the customer has a default tax item. The auto apply tax will now calculate correctly.
A bug was fixed that would result in an address validation error if a period was used in an address, if even to abbreviate part of the address such as "road" or "street". Using a period for abbreviation will not cause this validation error to occur any longer.
A bug was fixed that caused the job description and payment method to be erased when using job templates and pressing the backspace key when entering the customer name, or, when pressing the shift key two times in quick succession. These details now stay present when using job templates and performing these actions.
A bug was fixed that corrected the display of the billable entity on invoices as seen from the invoice dashboard when a parent - sub account relationship existed. The correct customer attribution now exists on the invoice dashboard.
A bug was fixed that caused drive and labor hours to appear in reverse chronological order when appearing on custom documents. Drive and labor hours now appear in chronological order with the oldest entries appearing first, and the newest entries appearing last.
A bug was fixed that prevented billable labor from showing as a charge in the customer web portal. Billable labor, when charged, will now show up in the "Charges" section of the customer web portal.
A bug was fixed that caused the incorrect billable entity to appear as the "From Customer" from the receive payment screen when the payment belonged to an invoice with a parent / sub account customer relationship. The "From Customer" field will now default to the correct billable entity.
A bug was fixed that did not allow a user to choose if they wanted to sync Inventory Orders to QuickBooks Desktop or not. You can now choose not to sync Inventory Orders to QuickBooks Desktop.
A bug was fixed that prevented QuickBooks IDs from being able to be reset for QuickBooks Desktop. You can now reset Inventory Order QuickBooks IDs from the Service Fusion QuickBooks Desktop settings page.
A bug was fixed that prevented purchase orders from being linked to the corresponding bill that was created in QuickBooks Desktop upon PO sync. The bill and corresponding purchase order will be linked in QuickBooks desktop when a purchase order is synced.
A bug was fixed that prevented the "Due in Days" field to sync to QuickBooks Desktop when a vendor was synced from Service Fusion and that vendor has new payment terms. The "Due in Days" field will now sync to QuickBooks desktop when a new payment term is included in the sync of a Vendor, Purchase Order, Inventory Order, Estimate, or Invoice.
Released February 23, 2021
A bug was fixed that prevented vendor information to be synced when a vendor existed both in QuickBooks and Service Fusion. This vendor information is now synced and updated as expected.
The Service Fusion Logo will now print out in the top right corner when printing the inventory management dashboard.