Feature Releases
Administrative System
Released Friday, May 1st
You can store commonly distributed files on FusionDrive! You never have to upload the same documents to every customer record to be able to distribute common files for every estimate, job, and invoice again. Simply upload to FusionDrive one time!
Released Tuesday, May 19th
You can now create and reuse preset task lists! Never type a task more than once with task list presets!
You can now travel directly to the calendar or dispatch screens when saving estimates and jobs! Additional options when saving help to streamline the dispatching and scheduling process.
You can now send multiple invoice emails together at once! Streamline collections and never painstakingly email each overdue invoice individually.
You can preview FusionDrive files! Directly from the FusionDrive dashboard, simply click the file in order to preview the contents.
You can now include a picture and a short biographical message with your on-the-way text feature! Let your customers see and get to know the technician they should expect.
You can now link estimates to jobs that were created independently of the 'convert estimate to job' process! Link estimates to jobs after the job is created separately.
Released Friday, May 22nd
You can now attach estimate and job eSign custom documents to invoice emails! Proactively distribute a signed terms agreement or estimate approval to your customer when formally requesting payment.
Mobile Application
Released Friday, May 15th
FusionDrive is mobile! You can now preview and download files shared with you or those you upload into your own folders from the administrative system.
My Work tabs now allow you to search jobs and estimates by a variety of different criteria, including estimate/job number, description, customer name, location address, or custom fields.
Bug Fixes
Administrative System
Released Friday, May 8th
A bug was fixed that prevented emails from completing the send action when a communication template was edited inside of the Email prompt.
A bug was fixed that caused the rate table settings customized for custom documents to be overridden by rate table settings established in company preferences.
A bug was fixed that caused service locations that were only partially populated to be viewed as 'Not Set' from the view estimate screen.
A bug was fixed that caused the order of the assigned technicians to differ from the order that they were added to the estimate or job, when multiple technicians were assigned.
A bug was fixed that allowed the selection of inactive technicians to be assigned when editing in-line when viewing estimates and jobs.
Released Thursday, May 14th
A bug was fixed that caused erroneous clock in and clock out entries that were future dated, causing the inability to clock in.
A bug was fixed that caused the the invoice payment date to be incorrect under certain circumstances.
A bug was fixed that caused technicians without drive and labor time entries with values greater than zero from being included in the Drive and Labor times payroll report.
A bug was fixed that caused timestamps to appear as having been received at 12:00 AM for all payments when viewed in the deposit sections of a job.
A bug was fixed that caused the image displayed with a flat rate service containing multiple product entries to be the product image associated with the last entry in the flat rate group. It now shows the image associated with the service.
A bug was fixed that prevented information from showing on the invoice report when generating for a single day using the same start and end date in the date range section of the custom invoice report dialogue.
A bug was fixed that prevented the customization of newly created estimate and job statuses, specifically for the control of 'Field Workers Can Assign Status on Job'.
A bug was fixed that distorted the view of the .pdf when distributed via the Service Fusion Field Worker App.
A bug was fixed that caused payment terms assigned at the customer record to not transfer to jobs for that customer, at times even preventing invoices from being created without payment terms.
A bug was fixed that caused the search results displayed from global search to be distorted.
A bug was fixed that prevented the removal of assigned technicians from completed jobs.
A bug was fixed that caused the estimate page sort order to not function correctly upon initial sort.
A bug was fixed that causing variances in the weekly view for the calendar screen.
A bug was fixed that caused slight distortion to the appearance of links and certain sections of an attached system generated estimate, job, or invoice .pdf.
A bug was fixed that caused incorrect timestamps for received payments.
A bug was fixed that would cause non-inventory items imported into Service Fusion from QuickBooks to import as inventory items.
A bug was fixed that caused the 'read' notification for emails to be triggered even when the BCC receiver would open the email. The BCC receiver opening an email no longer triggers the 'read' notification on sent emails.
A bug was fixed that would not account for February having 28 days when setting up repeat job schedules.
A bug was corrected in the dispatch grid that would cause technician names and the scheduling grid-lines to not always be in alignment.
Released Friday, May 22nd Various bugs were fixed related to the presentation of eSign documents when viewed online. Several optimizations to this view have been performed.
A bug was fixed that reported incorrect payment dates and caused a delay when receiving email notifications from FusionPay.
A bug was fixed that prevented estimate emails from being distributed when an estimate custom document was attached to accompany the email distribution.
A bug was fixed correcting company memo display behavior. Company Memos now appropriately appear on dispatch and jobs screens when indicated upon memo creation.
A bug was fixed that prevented clean page breaks when needing to occur within the rate table for custom documents and when using an 'avoid page breaks' class.