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Logic has been updated to correct how the work order minimum was being applied to service codes it is enabled for. This resolves the issue of the WO minimum being applied in addition to total charges that were already higher than the minimum amount....
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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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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...
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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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Last Updated: 06/23/2023
in Sales Home Exception Analysis 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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Invoice Format A has been modified to exclude the AR Aging Buckets from view for bill-by-site accounts. Pathway: Accounts > Search > Accounts ...
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An Enhancement has been made to the Route Productivity view in Dispatch to allow users the ability to record truck mileage when a mileage record does not exist. To support this, new 'Start Time' and 'End Time' fields were added to the Add Mileage e...