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| − | = <span style="color:#e74c3c;"><span style="font-size:x-large;"><span style="background-image:none"><span style="background-position:initial"><span style="background-size:initial"><span style="background-repeat:initial"><span style="background-attachment:initial"><span style="background-origin:initial"><span style="background-clip:initial"><span style="font-weight:normal"><span style="overflow:visible"><span style="line-height:1.3">New Features & Updates</span></span></span></span></span></span></span></span></span></span></span></span> =
| + | <div class="mw-parser-output"> |
| | + | = = |
| | <div class="mw-body-content" id="bodyContent"><div class="mw-content-ltr" dir="ltr" id="mw-content-text" lang="en"><div class="mw-parser-output"><div class="mw-parser-output"> | | <div class="mw-body-content" id="bodyContent"><div class="mw-content-ltr" dir="ltr" id="mw-content-text" lang="en"><div class="mw-parser-output"><div class="mw-parser-output"> |
| − | '''Nov 19'''
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| − |
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| − | Orders - Payments
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| − |
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| − | #When you email an order for signature, a client can now make a payment by check or credit card right through the email.
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| − | #An order when signed will be stamped with the date and time like normal as well as including name, ip address, and user agent for security.
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| − | #A signature can now also be cleared out so a customer can resign by a user who has the reopen/delete role.
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| − |
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| − | Client History
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| − |
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| − | # An address filter has been added the client history page. The filter is auto populated with the address of a call / order / etc if coming from that page. This way you can see history for just one location vs all history.
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| − |
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| − | Bug Fix
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| − |
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| − | # Fixed bug with company tokens and upcoming job notifications. And also removed some hard-coded values.
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| − |
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| − | '''Nov 6'''
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| − |
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| − | Incoming call, the phone number dropdown will change to the value of the number that was dialed.
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| − |
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| − | '''Oct 29'''
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| − |
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| − | Add Alaska, Hawaii-Aleutian, and Hawaii-Aleutian (no DST) timezone options
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| − |
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| − | '''Oct. 15'''
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| − |
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| − | Allow override price on and item calculated by GM.
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| − |
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| − | '''9.18.18'''
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| − |
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| − | 1) Setup HTML email templates to be able to include pictures, links, social media, etc.
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| − |
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| − | 2) Setup marketing lists & campaigns
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| − |
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| − | 3) Setup unified billing/subscriptions for companies in TG
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| − |
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| − | 4) Fix bug with signature time not being updated right away on client agreement page
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| − |
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| − | 5) Fix "View Call" link on site photo and items used pages.
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| − |
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| − | 6) Fix bug with client balance not saving if manually entered on "New order-> Client Information" page
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| − |
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| − | 7) Fix bug with client balance not being displayed as red if input is disabled and client has positive balance.
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| − |
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| − | 8) Remove link in from calendar feeds for company feed if user does not have "View Calendar" permission
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| − |
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| − | 9) Give all users access to view the DMR
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| − |
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| − | 10) Add ability to recover archived units from client page (if user has reopen/delete role)
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| − |
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| − | 11) Add ability to delete unit photos (if user has reopen/delete role)
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| − |
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| − | '''7.9.18'''
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| − |
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| − | 1) Make Membership types able to be re ordered
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| − |
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| − | '''6.25.18'''
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| − |
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| − | 1) Restrict updating the client balance to users with the Reopen/Delete role.
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| − |
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| − | 2) Remove "Update" button on order submit page. If a user wants to update DMR categories for an order, they need to re-open the order, change the category, then re-submit the order.
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| − |
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| − | '''6.18.18'''
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| − |
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| − | 1. Install date is now on the job costing screen.
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| − |
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| − | *This allows you to change the date that the revenue hits QuickBooks without going to the Order Estimate.
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| − |
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| − | 2. Can’t re-dispatch job that has a submitted order or if the job is already closed.
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| − |
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| − | *This will prevent errors in the DMR report.
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| − |
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| − | 3. When someone cancels a club it will time stamp the name of who did it.<br/> 4. "Written off" is added in as an option for payment status (orders and orders report)<br/> 5. Location sharing notification (if time out or not sharing will give a notification once each time logging in to let you know you are not sharing your location.
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| − |
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| − | '''6.11.18'''
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| − |
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| − | *Consolidate installer flags into one button on the Order Estimate Tab (Call on the way, Sign Paperwork, Pets, Collect Payment)
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| − | *Able to Duplicate the option on the Order Estimate Tab now.
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| − | *Consolidate Option Options (Email Option, Print Option, Remove Option, Added "Duplicate Option")
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| − |
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| − | '''6.7.18'''
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| − |
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| − | <span style="background:white"><span style="line-height:normal"><span style="font-size:9.5pt"><span style="font-family:"><span style="color:#222222">1) Fix typo on service catalog and various other places in the system on the word "separate".</span></span></span></span></span>
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| − |
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| − | <span style="background:white"><span style="line-height:normal"><span style="font-size:9.5pt"><span style="font-family:"><span style="color:#222222">2) Add spinners to the clock in/ clock out function so user knows to wait before clicking again.</span></span></span></span></span>
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| − |
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| − | <span style="background:white"><span style="line-height:normal"><span style="font-size:9.5pt"><span style="font-family:"><span style="color:#222222">3) Add CSV export to Equipment Age Report</span></span></span></span></span>
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| − |
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| − | <span style="background:white"><span style="line-height:normal"><span style="font-size:9.5pt"><span style="font-family:"><span style="color:#222222">4) Add CSV export to Unit Cost Report</span></span></span></span></span>
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| − |
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| − | '''6.4.18'''
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| − |
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| − | <span style="background:white"><span style="line-height:normal"><span style="font-size:9.5pt"><span style="font-family:"><span style="color:#222222">1) Restrict users from modifying orders from the order estimate page once the order has been submitted to prevent issues with data accuracy on the DMR.</span></span></span></span></span>
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| − |
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| − | '''5.31.18'''
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| − |
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| − | Added "Hold" and "Transfer" features to VOIP integration. Instructions for the wiki can be found below:
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| − |
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| − | '''Holding calls:'''
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| − |
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| − | 1) Press "Hold" button once you have another person connected.
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| − |
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| − | 2) A popup will open with currently connected parties.
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| − |
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| − | 3) Click "Hold" button next to party you wish to put on hold.
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| − |
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| − | '''Transferring calls: '''
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| − |
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| − | 1) Press "Transfer" button once you have another person connected.
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| − |
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| − | 2) Choose type of line you want to transfer to (User - Browser, User - Phone, or Other).
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| − |
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| − | 3) Click "Dial"
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| − |
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| − | A) If you want to bring the other party into the call:
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| − |
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| − | 1) When the other party answers (or their voicemail picks up), click "Transfer".
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| − |
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| − | Both parties will be added to the original call. Original transferrer can hang up at this point.
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| − |
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| − | B) If you do not want to bring the other party into the call:
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| − |
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| − | 1) Click "Cancel" button.
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| − |
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| − | Original transferrer will rejoin the original call. Other party will be disconnected.
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| − |
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| − |
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| − |
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| − | '''5.29.18'''
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| − |
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| − | *Remove "Email Option" button on order estimate page. Move "Email Options" button down to where "Email Option" button was. Eliminates duplicate functionality.
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| − | *Fix the "Also Include" dropdown to populate correctly on the "Email Options" button.
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| − | *Add company name, address line 2, state, and zip code to "Did you mean?" popup when creating a call or an order.
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| − | *Add 'billed' status to payment status dropdown
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| − | *Added total sales tax and orders to Orders Report summary
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| − |
| |
| − | '''4.30.18'''
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| − |
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| − | '''Load Calculations - Engineering Analysis'''
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| − |
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| − | Temperature
| |
| − |
| |
| − | *Added 10 degrees
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| − |
| |
| − | Windows
| |
| − |
| |
| − | *Triple pane
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| − | *Sky light
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| − |
| |
| − | Walls
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| − |
| |
| − | *R30
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| − | *R38
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| − | *R49
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| − |
| |
| − | Ceiling
| |
| − |
| |
| − | *R30
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| − | *R38
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| − | *R49
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| − | *R60
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| − |
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| | | | |
| − |
| |
| − | '''4.17.18'''
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| − |
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| − | <span style="background:white">'''<span style="font-size:9.5pt"><span style="font-family:"><span style="color:#222222">VoIP:</span></span></span>'''</span>
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| − |
| |
| − | #<span style="background:white"><span style="font-size:9.5pt"><span style="font-family:"><span style="color:#222222">Added texting feature to browser dial pad. Click left arrow to navigate to inbox/outbox/new message.</span></span></span></span>
| |
| − | #<span style="background:white"><span style="font-size:9.5pt"><span style="font-family:"><span style="color:#222222"> Click on an inbox or outbox message to switch to conversation view. Outgoing messages in yellow, inbound in blue.</span></span></span></span>
| |
| − | #<span style="background:white"><span style="font-size:9.5pt"><span style="font-family:"><span style="color:#222222">Click "refresh" icon to check for new messages.</span></span></span></span>
| |
| − | #<span style="background:white"><span style="font-size:9.5pt"><span style="font-family:"><span style="color:#222222">Added voicemail prompts area to communication integrations page. Can create text prompts ("text-to-speech") or recording prompts (upload MP3 file).</span></span></span></span>
| |
| − | #<span style="background:white"><span style="font-size:9.5pt"><span style="font-family:"><span style="color:#222222">On individual phone numbers, added voicemail section. Can choose a voicemail prompt and enter a list of email addresses to send the recording to.</span></span></span></span>
| |
| − | #<span style="background:white"><span style="font-size:9.5pt"><span style="font-family:"><span style="color:#222222">On individual phone numbers, add SMS routing. Enter 1 or more phone numbers to forward a text message to.</span></span></span></span>
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| − |
| |
| − | <span style="background:white">'''<span style="font-size:9.5pt"><span style="font-family:"><span style="color:#222222">Other Changes:</span></span></span>'''</span>
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| − |
| |
| − | #<span style="background:white"><span style="font-size:9.5pt"><span style="font-family:"><span style="color:#222222">Removed the unit age on call page and the recalculate retail amount on order page.</span></span></span></span>
| |
| − | #<span style="background:white"><span style="font-size:9.5pt"><span style="font-family:"><span style="color:#222222">Now using order amount instead of selling price on call order list.</span></span></span></span>
| |
| − | #<span style="background:white"><span style="font-size:9.5pt"><span style="font-family:"><span style="color:#222222">Removed do not reply text in customer invoice email because we are now using company email.</span></span></span></span>
| |
| − | #<span style="background:white"><span style="font-size:9.5pt"><span style="font-family:"><span style="color:#222222">Added dropdown to job costing page so you can update status of multi jobs on call.</span></span></span></span>
| |
| − | #<span style="background:white"><span style="font-size:9.5pt"><span style="font-family:"><span style="color:#222222">Added link to go to client memberships page in cog wheel dropdown on order pages.</span></span></span></span>
| |
| − | #<span style="background:white"><span style="font-size:9.5pt"><span style="font-family:"><span style="color:#222222"> Made notes field on order estimate page their own tabs and increased size of textbox.</span></span></span></span>
| |
| − | #<span style="background:white"><span style="font-size:9.5pt"><span style="font-family:"><span style="color:#222222">Created masquerade feature on manage users pages to sign in as other users.</span></span></span></span>
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| − | #<span style="background:white"><span style="font-size:9.5pt"><span style="font-family:"><span style="color:#222222">Renamed reopen calls role to reopen and delete and required the role to reopen and delete orders.</span></span></span></span>
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| | | | |
| | | | |
| | + | </div> </div> </div> </div> </div> |
| | | | |
| − | '''4.9.18'''
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| − |
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| − | <span style="background:white"><span style="font-size:9.5pt"><span style="font-family:"><span style="color:#222222">1. Added bulk and detailed mode for order option and added button to email multiple order options.</span></span></span></span>
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| − |
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| − | <span style="background:white"><span style="font-size:9.5pt"><span style="font-family:"><span style="color:#222222">2. Now using company email address as sender of emails coming from SendGrid.</span></span></span></span>
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| − |
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| − | <span style="background:white"><span style="font-size:9.5pt"><span style="font-family:"><span style="color:#222222">3. Add caller ID when receiving an incoming call in the browser client.</span></span></span></span>
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| − |
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| − | <span style="background:white"><span style="font-size:9.5pt"><span style="font-family:"><span style="color:#222222">4. If caller ID is provided when creating a new call, use that to search for existing clients with that number.</span></span></span></span>
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| − |
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| − |
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| − |
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| − | '''<span style="background:white"><span style="font-size:9.5pt"><span style="font-family:"><span style="color:#222222">4.2.18</span></span></span></span>'''
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| − |
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| − | <span style="background:white"><span style="font-size:9.5pt"><span style="font-family:"><span style="color:#222222">1. Added tax rate to membership payments and added add, edit, delete membership payments.</span></span></span></span>
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| − |
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| − | <span style="background:white"><span style="font-size:9.5pt"><span style="font-family:"><span style="color:#222222">2. Added bulk and detailed view modes on install task sheet.</span></span></span></span>
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| − |
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| − | <span style="background:white"><span style="font-size:9.5pt"><span style="font-family:"><span style="color:#222222">3. Changed order and call page "order status" drop down to use new system to manage allowed opts.</span></span></span></span>
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| − |
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| − | <span style="background:white"><span style="font-size:9.5pt"><span style="font-family:"><span style="color:#222222">4. Added ability to type in month duration for memberships vs just stopping at 60 months. </span></span></span></span>
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| − |
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| − | <span style="background:white"><span style="font-size:9.5pt"><span style="font-family:"><span style="color:#222222">5. Added recharge payments that decline on memberships.</span></span></span></span>
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| − |
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| − |
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| − |
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| − | '''3-19-18'''
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| − |
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| − | 1) Redo the units page on orders for better performance.
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| − |
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| − | 2) On calls page, allow users to remove a recording from a call (does not remove from VoIP).
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| − |
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| − | 3) On calls page, allow users who can reopen calls to be able to permanently delete a recording from VoIP.
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| − |
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| − | 4) Redo layout of communication integrations page for more intuitive/simpler UI.
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| − |
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| − | 5) On Comm integrations page, users can now view all VoIP recordings.
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| − |
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| − | 6) On Comm integrations page, users who can reopen calls can permanently delete a recording from VoIP.
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| − |
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| − | 7) added tech email and phone token handlers that were missing in the cron notify customers of upcoming jobs function.
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| − |
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| − |
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| − |
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| − | '''<span style="background:white"><span style="line-height:normal"><span style="font-size:9.5pt"><span style="font-family:"><span style="color:#222222">3-12-18</span></span></span></span></span>'''
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| − |
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| − | <span style="background:white"><span style="line-height:normal"><span style="font-size:9.5pt"><span style="font-family:"><span style="color:#222222">1. Added missing scheduling elements to '''on call calendar''' custom types and additional days.</span></span></span></span></span>
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| − |
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| − | <span style="background:white"><span style="line-height:normal"><span style="font-size:9.5pt"><span style="font-family:"><span style="color:#222222">2. Added new editable fields to '''install task shee'''t (percent of work complete, signature of work complete, 2 note fields, attach with email of invoice check field.)</span></span></span></span></span>
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| − |
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| − | <span style="background:white"><span style="line-height:normal"><span style="font-size:9.5pt"><span style="font-family:"><span style="color:#222222">3. Added temporary title switchers to order estimate and client agreement pages.</span></span></span></span></span>
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| − |
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| − | <span style="background:white"><span style="line-height:normal"><span style="font-size:9.5pt"><span style="font-family:"><span style="color:#222222">4. Created better performance on manage drop downs page.</span></span></span></span></span>
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| − |
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| − | '''2-7-18'''
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| − |
| |
| − | 1) Rework labor section of job costing page to allow user to be able to choose what jobs they want to see actual time for.
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| − |
| |
| − | 2) Fix bug in Firefox that prevents adding new clients from the call page
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| − |
| |
| − | '''2-6-18'''
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| − |
| |
| − | 1) Transfer payments, partial or full to QuickBooks
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| − |
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| − | '''1-31-18'''
| |
| − |
| |
| − | 1) Remove "home" link from top menu as home button already goes here.
| |
| − |
| |
| − | 2) add "Jobs" link to top menu
| |
| − |
| |
| − | 3) Make "Reports" and "Administration" menu links dropdown menus
| |
| − |
| |
| − | 4) Fix bug with long order option names by limiting to 25 characters.
| |
| − |
| |
| − | 5) Fix bug that was causing renewed memberships to have wrong visit dates.
| |
| − |
| |
| − | '''1-30-18'''
| |
| − |
| |
| − | 1) Change the filters for scheduled date and create date on the my-jobs page to allow searching by start and end date, rather than a fuzzy string search of whatever was typed in.
| |
| − |
| |
| − |
| |
| − |
| |
| − | '''1-23-18'''
| |
| − |
| |
| − | 1. Client membership recurring payments can now be synced to QBO/QBD as an invoice or sales receipt with proper config. This will only affect new memberships setup after this change which use recurring payments and that get a sync type selected during creation.
| |
| − |
| |
| − | 2. Adjusted job costing page to keep track of commission and bonus amounts separately for orders report and payroll and commission reports.
| |
| − |
| |
| − | 3. Adjusted orders report and payroll report to match commission amount shown on job costing page in respective table
| |
| − |
| |
| − | '''1-18-18'''
| |
| − |
| |
| − | 1) On Inventory stock levels page
| |
| − |
| |
| − | -- Remove "wall of buttons" and replace with cog wheel dropdown menu
| |
| − |
| |
| − | -- Add option under new dropdown menu to be able to show only low items or show all items in location
| |
| − |
| |
| − | -- Add "Reorder?" checkbox to each item to be able to choose whether or not it gets re-ordered.
| |
| − |
| |
| − | 2) On Inventory Order details
| |
| − |
| |
| − | -- Add "Notes" field to the order. This gets displayed below the address on the print version of the order.
| |
| − |
| |
| − | 3) On Inventory Order print version
| |
| − |
| |
| − | -- Add Company Address below logo
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| − |
| |
| − | '''1-15-17'''
| |
| − |
| |
| − | Add pop-up window on payroll report to show a breakdown of hours by job type.
| |
| − |
| |
| − | '''1-14-18'''
| |
| − |
| |
| − | New help center under construction, it operates like Wikipedia - Will be complete this month.
| |
| − |
| |
| − | <span style="font-size:larger;"><span style="font-family:Georgia,serif;"><span style="position:relative"><span style="line-height:1.6"><span style="z-index:0"><span style="line-height:inherit"><span style="-webkit-tap-highlight-color:rgba(0, 0, 0, 0)"><span style="background-color:#ffffff"><span style="-webkit-tap-highlight-color:rgba(0, 0, 0, 0); margin-top:0px; margin-bottom:0px">'''1-2-18'''</span></span></span></span></span></span></span></span></span>
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| − |
| |
| − | <span style="font-size:larger;"><span style="font-family:Georgia,serif;"><span style="position:relative"><span style="line-height:1.6"><span style="z-index:0"><span style="line-height:inherit"><span style="-webkit-tap-highlight-color:rgba(0, 0, 0, 0)"><span style="background-color:#ffffff">1. Changes to job dispatching:</span></span></span></span></span></span></span></span>
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| − | <ul style="/* insecure input */">
| |
| − | <li><span style="font-size:larger;"><span style="font-family:Georgia,serif;"><span style="position:relative"><span style="line-height:1.6"><span style="z-index:0">Assistants now receive notifications.</span></span></span></span></span></li>
| |
| − | <li><span style="font-size:larger;"><span style="font-family:Georgia,serif;"><span style="position:relative"><span style="line-height:1.6"><span style="z-index:0">If you change the tech, only the tech will get a email/text.</span></span></span></span></span></li>
| |
| − | <li><span style="font-size:larger;"><span style="font-family:Georgia,serif;"><span style="position:relative"><span style="line-height:1.6"><span style="z-index:0">If you update the assistants, only the assistants will only get emails/texts.</span></span></span></span></span></li>
| |
| − | <li><span style="font-size:larger;"><span style="font-family:Georgia,serif;"><span style="position:relative"><span style="line-height:1.6"><span style="z-index:0">If you update the date, the tech and assistants will both get emails/texts.</span></span></span></span></span></li>
| |
| − | <li><span style="font-size:larger;"><span style="font-family:Georgia,serif;"><span style="position:relative"><span style="line-height:1.6"><span style="z-index:0">Also fixed strange UI bugs with that page. In some situations, choosing assistants would wipe out the tech and vise versa.</span></span></span></span></span></li>
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| − | </ul>
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| − |
| |
| − | <span style="font-size:larger;"><span style="font-family:Georgia,serif;"><span style="position:relative"><span style="line-height:1.6"><span style="z-index:0"><span style="line-height:inherit"><span style="-webkit-tap-highlight-color:rgba(0, 0, 0, 0)"><span style="background-color:#ffffff">2. VOIP Lead Source Tracking</span></span></span></span></span></span></span></span>
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| − | <span style="font-size:larger;"><span style="font-family:Georgia,serif;"><span style="position:relative"><span style="line-height:1.6"><span style="z-index:0"><span style="line-height:inherit"><span style="-webkit-tap-highlight-color:rgba(0, 0, 0, 0)"><span style="background-color:#ffffff">3. VOIP Browser Client Usage - On Communication Integrations page, include Browser Client minutes in usage statistics.</span></span></span></span></span></span></span></span>
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| − | <font face="Georgia, serif"><span style="font-size: 15.6px;">'''See More [[Updates|Updates]]'''</span></font>
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