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New functionality has been added to the Truck calendar screen to record engine hours. To add an engine hours record: Click on the truck ID from the Dispatch screen to display the truck's calendar. Right click on the date you would like to add...
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In the Portal's Add Payment Method screen, a new check box for Accepting Payment Terms and Conditions has been included. Users must check this box in order to save the payment method. To access and review the terms and conditions, users can click on...
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An issue has been resolved that prevented the scroll bar from displaying in the Sales Results New New screen. Pathway: Reports > Analysis > Sales Results Net New ...
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The error users were encountering in Process Auto Apply has been resolved with the recent logic updates. Additional improvements were made that include a 'Success' message when a small job completes, and a separate message informing them that "Auto ...
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Created On: 06/27/2023
in Setup Home Account Pathway: Setup > Account > New Account Template New Account Template Setup is used to help streamline the "Add Account" process with pre-configured field selections. This feature reduces the amount of manual entry, ensuring that the acco...
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A new screen 'Exception Analysis' has been added to the Sales module in Core. Exception Analysis is used for internal sales purposes to review accounts that have had repeated service exceptions and identify if a new service, or change in service, s...
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Created On: 06/22/2023
in Setup Home Account Pathway: Setup > Accounts > New Site Template New Site Template Setup is used to help streamline the Add Site process with preconfigured field selections. This feature reduces the amount of manual entry, ensuring that the site setup proc...
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Pathway: Sales > Exception Analysis The Exception Analysis screen is used for internal sales purposes to review accounts that have had repeated service exceptions and identify if a new service, or change in service, should be offered. ...
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Format improvements have been applied to the Core format document used for Destruction Manifest. ...
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A new Health Score view option has been added to the Dispatch screen. In addition, when viewing routes in Standard and other views, a color coded Health Score status indicator displays next to each route. Hovering over the indicator will display par...