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Logic has been updated to the default dates that populate the 'Bill To Date' and 'Bill From Date' fields in the Create Billing Batch tool. Bill From Date - defaults to the date that is one day after the date in the 'Bill To Date' field of the las...
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A new Worker Availability and Capability tool is available in the Operations module. The Worker Availability and Capability tool is used to establish daily time frames a worker is available to be assigned to a route and identify what a workers cap...
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The Services List screen has been updated to include a Distance column to track the distance between the service location's address and the location the driver marked the service complete. The value in the Distance column displays as a link and wi...
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A new Re-Number tab has been added to the Route Management tool in Operations. This tool is used for the purpose of re-numbering a route's sequence and can be used for multiple routes at a time. To use the tool: Select each route sequence re...
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A new Feature Overview option has been added to the Documentation self-help tool. Select this option to access a list of all available feature overview videos in documentation. To view an overview, or a series of overviews, select 'View' from the...
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Previously, when a snoozed alert was deleted it wasn't immediately removed from the alert or the alert count. This has been resolved. Pathway: Notification Icons > Snoozed Alerts ...
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The Sales Rep drop down field in the Add/Edit Proposal screen has been updated to display the Sales Representative's title after their name. Pathway: Accounts > Search (Accounts) > Accounts (screen) ...
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The following changes have been made to the Dispatch and Customer Service History tools: A view selection has been has been added to the Customer Service History section of the Accounts screen. Selection options here are similar to what is av...
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Previously, Work Type's with the "Order Creation" notification template were only sent for On Call orders. This has been updated to send 'Order Creation' Work Type notifications for an extra pickup, delivery or removal associated with a new service,...
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A change was made to the Route Management screen to improve the load performance. Pathway: Operations > Route Management ...