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The following columns have been added to the Payments tab in the service record: Batch# Batch Date Status Pathway: Accounts > Search Work Order > Payments Tab ...
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Last Updated: 05/19/2023
in Setup Home Operations Pathway: Setup > Operations > Truck Type Truck Type Setup establishes and defines the distinct types of trucks utilized within the system and assists in turn-by-turn navigation by restricting the road options available to a specific truck ...
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Previously, when viewing Recent Services and Service History, the tracking number was only partially displayed. Logic has been updated to increase the character display to 18 characters. If a tracking number is longer than 18 characters, hover yo...
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Account sorting logic has been updated for all account drop down lists in the Customer Portal to sort by Account ID. Pathway: Customer Portal ...
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An issue has been resolved in the Billing screen that prevented the auto-pay batch from displaying when the batch link was selected from the Auto-Pay section. Pathway: Accounting > Billing ...
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Previously, an issue occurred that prevented a user from reverting a work order's status back to Pending once it was posted. This has been fixed. Pathway: Accounts > Search > Work Order/Invoice/Reference/PO ...
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Previously, an error was produced when attempting to save Commission Rule Parameter 'Reason Code %' if the Contract Term Months field did not have an entry. This has been fixed to be an optional field. Pathway: Setup > Sales > Commis...
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The following changes have been applied to the Add/Edit Truck screen in Site Inventory: Speed UOM has been removed. Volume Capacity and Weight Capacity along with their UOM fields are no longer required to save. Pathway: Ac...
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The Proposal Type Setup screen in Setup > Document Formats > Type has been renamed to 'Document Type Setup'. Naming was also updated to the customer service documents to relate them back to the setup screens. Pathway: Setup > Docume...
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Bill group frequency and service frequency rules have been updated to accomodate a weekly billing cycle. Review the Setup and Logic listed below. Setup: Setup > Accounting > Bill Group > Frequency field Added Weekly and Every 4 Wee...