New Articles

  1. Work Type - New Photo Prompt Option (13645)[Enhancement]

    An enhancement has been made to Work Type that controls whether or not a driver will be required to take and upload a picture when the job is complete. Field 'Enable Driver Photo Prompt' has been added and includes the following...
  2. Accounting - 66 Release

  3. Account Class- Require Billing Contact Field Added (13989)[Enhancement]

    A new field 'Require Billing Contact' has been added to Account Class setup that controls if a billing contact is required when a new account is created. If 'Yes' is selected, the user will not be able to save the new account un...
  4. Payment Batch Listing - Report Generating Blank (13974)

    Previously, an issue was causing the Payment Batch Listing Report to generate blank. This has been fixed. Pathway: Reports > Standard Reports > AR > Payment Batch Listing Articles: N/A ...
  5. Billed Revenue Summary - Report Generating Blank (13819)

    Previously, an issue was causing the Billed Revenue Report to generate blank. This problem has been fixed. Pathway: Reports > Standard Reports > AR > Billed Revenue Summary ...
  6. Default Pricing - Create Default Rates for Service Codes

    A new default rate feature is now available for Service Codes. Users can create default rates for a service code specific to the Division, Service Region and Frequency of the active service it will be applied. Setting up a servi...
  7. Portal - 67 Release

  8. Accounting

  9. Operations - New Alert Notification Type (13389) [Enhancement]

    A new Notification Type 'Service In Progress' has been added to Alerts in Setup > Work Type . Customers will receive the 'Service In Progress' notification once the status of the work order has changed from Scheduled to In Prog...
  10. Global Changes (14136, 14139) [Enhancement]

    The following global changes have been applied in Version 66: Module Changes Updated Module Layout Direct Pathways To Screens Other Changes Addition of Keystroke Shortcuts Add (Menu) Option ...