Monday July 29th

Bugs Fixed

• Fixed Zendesk Integration - specifically ability to respond to the ticket from within P3
• Equipment Report - Labor Warranty Field is now searchable
• Fixed issue when switching credit card processing partners with recurring billing
• Fixed issue with System Templates and the Header always appearing

Maintenance

• Team completed review of iOS 18 Beta version - no issues found
  
• Company Dashboard - ability to see the invoices generated from the office as opposed to solely the technicians

Monday July 15th

Version 17.0 Released

• This is a major update that includes Business Automation and many App updates from the annual Software Survey
  
• Please see the Version 17.0 summary

Bugs Fixed

• Fixed issue with 2 Way Text Counter
  
• Fixed random issue for tech not able to complete a service call
• Fixed random issue with missing filters
• Fixed random issue with customer syncing on app but it remained in red status
• Fixed random issue with auto sync in the Legacy Calendar View on app

Maintenance

• Added an additional prompt before closing on the customer notes so as to prevent the loss of data
  
• Added the ability to include the ESM Proposal to the company when an ESM proposal is accepted
• Added more styling options for the widget on the website to initiate 2 way text

Monday June 24th

Help Desk Menu Link

• On the left hand menu in the Command Center there is now an option for the "P3 Help Desk"
• If there is a number displayed in the menu option, it indicates the number of tickets that are pending your response (the P3 team is waiting on a response from your company)
• Clicking the menu will display two tables.
  • The Top Table displays the "Pending" tickets - where the P3 team is waiting on a response from your company
  • The Bottom Tables displays "All" tickets - in this table you can sort and filter by Ticket Number, Status and Date
• In addition, from this page, your company can create new tickets that will be sent directly to the Support Team
  • To create a new Ticket you must first set an e-mail associated for the ticket
  • To set your e-mail: Click on Settings, then in the 3rd Party Integrations section, click on P3 Help Desk

Bugs Fixed

• Service Agreement Report Issue - current month filter  
• Customer Report - Send Email - Stuck Spinning after sending the email  
• Customer Report - Send Email Template - Loading Message
• QBD Sync - Invoice not resetting for QBD
• QBO Sync - Sales Tax Not Pulling Through
• Dispatching: Open call list did not update after scheduling the call
• Only display active customers when trying to schedule appointments from the app

Maintenance

• Optimize - Customer details page  
• Optimize - Appointment Calendar, Edit, and Details page  
• Ability to Filter ESM Report By Tech and Admin User  
• Invoice Report with Task ID
• Customer Record - System/Equipment Settings Default View 
• Sales tax liability report
• Complete System using Mini Split Duct Air handler equipment type
• Mini-Split Ducted Air Handler equipment type

Monday June 10th

16.7 - All Apps

• Random but frequent app crashes in multiple locations
• Call display issues when switching between schedule views
• Multiple repair tasks appearing on invoice
• Issue accessing other technician's schedule
• Duplicate invoice number creation
• General Appointment display issue
• Calendar freeze on app sync

Bugs Fixed

• QBO - unable to sync random repair tasks
• Random invoice processing issue
• Can't disable CC other with Preferred Payments
• In active equipment still appearing

Tuesday May 28th

Bugs Fixed

• Latency/slowness issues on several pages
• ESM Proposal - long proposal labels - better display and alignment
• Not checking for duplicate repair task when uploading repair tasks
• Proposals Sold Widget - display based on sold date
• Issue with Diagnostic Conversation Rate Report timing out
• Issue with Need Part Status on Android Phone App
• Company Dashboard - Lead Source Report not loading/timing out
• ESM Won Report - back button issue
• QBO Sync issue with service location address
• Random issue not able to delete invoice
• Random alignment issue with one template when emailed
• Random issue with time blocks
• Random issue with missing two-text messsage
• Random issue with service agreement information display on the customer record

Maintenance

• ESM Proposal Report - added the location address
• ESM Manage Install Materials - added ability to set if Default from this screen
• ESM Proposals - added Proposal Prefix for dealer admins, like Technicians
• Internal Reviews Report - added ability to export to spreadsheet
• Internal Reviews Report - added a counter - ability to track how many times the request was sent

Monday May 13th

Bugs Fixed

• Service Agreement Counter Display Issue
• Company Dashboard - Latency issue on Technician Leaderboard
• Avoid Duplicate Brands on ESM
• Tech Utilization Report Issue
• Tech Settings Display Issue
• Invoicing - Laravel Error
• Invoice Processing Declined Issue
• Proposal - Random missing image when emailed
• Random Dispatch Board Display Issue
• App Issue with display of other tech calendar

Maintenance

• Proposal Summary Widget - Added Last Month Time Period Option

Monday April 29th

Bugs Fixed

• Equipment images appearing stretched
• Create Customer Page fixes based on QB status - impact to Customer Name
• Duplicate auto tune-ups in rare scenario
• Two Way Text - create new customer - put person's name into Customer Name field
• Random Laravel error when creating a customer with comments
• Duplicate Tag issue
• Random issue where an invoice cannot be deleted
• Text Lead Report issue

Maintenance

• Send recurring invoices in PDF format

Monday April 15th

Bugs Fixed

• Service Agreement issue - viewing call details
• Settings page display
• Unable to remove default materials
• Email error issue on Invoice report
• Tech Leaderboard labels
• Invoice Display Issue with Payments page

Maintenance

• Version 16.4
• ESM Equipment & Materials Sold List

March 19th,

Bugs Fixed

• Some brands whose images were squished or stretched when viewed in the proposal
• Dispatching - on the create service call screen, when trying to create a filter, page would hang up
• Laravel error when cancelling appointments online
• Random Job Cost Report laravel error
• Random issue printing appointment calendar
• Customer Report - fixed issue with Custom Date range
• Random issue with schedule overap

Maintenance

• Company Dashboard Report
  • Updated language to more accurately reflect what the data represents
  • On Drill Down Views, made Invoices and Customers hyperlinks
• Report Dashboard - Revenue - Added Pace functionality and display
• Remove the "Send Appointment Details" page when a service call that is in progress or finished is updated

Monday March 4th,

Bugs Fixed

• Dispatching incorrect email address display
• Unable to Export Customer Report
• Fixed random issue with QBD IIF File - payment method not syncing
• Global note missing after merging customer locations
• Fix issue where couldn't change system name due to same name conflict - "downstairs" to "Downstairs" was seen as a duplicate rather than a label change

Maintenance

• Include contact email addresses when sending an invoice email
• Invoice Report - Added spinner when navigating between pages
• Service History by Zip Code - added more drill downs
• ESM Report - adjusted the Filter Popup to make it more intuitive

Monday February 12th,

Bugs Fixed

• Service Agreement Report - Unable to export saved search to Excel
• Equipment Report - report throwing an Ajax error
• Reviews - the number of reviews in the top tool bar is for "All" reviews.  However, when you click the number to go to the Review Report it displays the current month.  Therefore, the numbers are off and causing confusion.  Changed logic so when Review Report displays it displays "All" so the numbers are consistent.
• Fixed Help Icon in Top Tool bar to link to the new Help Desk URL
• 3rd Party Integrations - removed old integrations

Maintenance

• New Setting - Default Invoice to PDF for sending email
• Flat Rate - provided ability to set the default price immediately when creating a new Repair Task
• QBD Sync - ability to sync the PO number to QB

Monday January 29th,

Bugs Fixed

• Customer Report Export and Dealer Data Export - missing "Other" phone information
• Equipment Report - ability to export was having random issues
• Not getting Review Sent Success Message in certain situations
• Random issue where service call description did not carry over to Open Call

Maintenance

• Service Agreement Dashboard Export - added same information as on the screen
• Service History by Zip Code - ability to drill into the number of Customers and Service Calls
• Change all references from "Website Reviews" to "External Reviews" now that the Google Review implementation is working
• Customer Record - changed the Equipment table default to display only Active equipment.  Provided dropdown to filter to Inactive or All equipment.
• Report Dashboard - changed text to images
• Equipment Report - added drill down to Customer

Monday January 15th,

Bugs

• Email Templates - fixed issues with adding more than one link
• Fixed issue with cancelled, open auto tune ups - set date to cancelled date
• Fixed issue where some invoices were not included on the Overdue Invoice Report

Maintenance

• New Enhancement Email Editor
• Email Templates - Added ability to designate if the "Header" should be included in the email
• New Report to track online calendar usage

New Review Functionality

• How to Capture Internal Reviews from Website
• Review Notifications
• Google Review Management
• New Website & Google Review Dashboard Reports
• Internal Review Report - Added Column to show Review Source
• Internal Review Report - Made the numbers in the "boxes" clickable

Monday January 8th,

Bugs

• Report Dashboard - Declined Repairs - Add more time frames
• Fixed random issue where proposal amount in App does not match the amount in Command Center
• Repair Task - added spinner when adding existing part

Maintenance

• Overdue Invoice Report - added ability to search by Customer Name
• Overdue Invoice Report - added totals at the top of the report
• Software Utilization - Added the newer features to track

Monday December 18th,

App Release 16.1

• Integration with Preferred Payments - a second credit card processing partner

Bugs

• Fixed 2 issues with the invoice Linked Appointment
• Fixed issue with saving technician permissions
• Fixed issue with Template email subject
• Fixed issue with user appointment permission
• Fixed issue the download message for the Service History by Zip Code Report
• Fixed issue with duplicate Review Requests appearing in the report after sending the invoice
• Fixed issue with exporting the Proposal Report to Excel
• Fixed issue where email address was required even though turned off
• Fixed issue where email Template was not sending to secondary emails
• Fixed issue with Incorrect Tech Color in Calendar/Map
• Fixed App crash when adding model number to new equipment
• Fixed App crash when adding repair from repair list
• Fixed App - Service notes not visible when typing
• Fixed App - No option except Finance when accepting a proposal
• Fixed Phone App - display the complete service call description
• Fixed Several App Errors from the Error Logs

Maintenance

• Added a "Send Test Email" for the Templates
• Merge Location - sort location address in numerical order
• Annual Revenue by Zip Code Report - Added a zip code filter to find data on a specific zip code
• Added more events to the Delete Log

  • QB Settings - Income Account List

  • QB Settings - Liability Account List

  • Air Filters - Filter Size

  • Air Filters - Filter Types

  • Opportunity Management Settings - Opportunity Type

  • Opportunity Management Settings - Status

  • Opportunity Management Settings - Lost Reasons

• Added P3 Support Email to Help Menu on App
• CC/App - Include proposal details on the invoice
• CC/App - Added ability to create a proposal from Customer Record
• CC/App - Add Service Agreement discount and coverage dates in the Invoice Notes

Monday November 27th,

Bugs

• Fixed - customer notes unavailable when invoice is on view mode
• Fixed - random invoice issue being unable to save
• Fixed - random invoice issue being unable to edit
• Fixed - Incorrect proposal title
• Fixed - Opportunity "Lost Reason"
• Fixed - random issue with service call hyperlink
• Fixed - issue with Customers Not Services in Past 2 Years

Maintenance

• Create New Service Call Page - added ability to add/edit email addresses
• Added more events to Delete Log
• Changed logic such that Field 2 is ignored when determining location coordinates
• Customer Loyalty Report - broke out fields in the excel spreadsheet and added more columns
• Deactivate system will automatically deactivate associated equipment
• Service Agreement Reports - Added Custom Date Range
• ESM - Removed "Accept" button when proposal is in "Draft" phase
• Invoice Setting - two separate settings - one for invoice acceptance and one for work approved
• Review Settings - Added more help text to fields

Monday November 13th,

App Release - 16.0

• Review Module
  

Command Center

• Review Module

Monday October 30th,

App Release - 15.6

• Bug Fixes
  • App crash on different pages after updated app to 15.5
  • App invoice notes not saving
  • Screen freeze/crash when signing invoices

Command Center

• Bug Fixes
  • Service Call Report missing filter
  • Cloned invoice reflects original creator's name
  • Fixed bug in Customers Not Serviced in Past 2 Years.  Originally it was only displaying customers that had a service call in P3 more than 2 years ago.  The logic was changed to display customers that have not had a service call in more than 2 years, regardless if they had one in the past
• Maintenance
  
  • Customer List Page - Amount Owed column is now a setting where you can display the "Balance" or the "Amount Owed".  The setting is located at the bottom of the Customer General Settings page.

Monday, October 16th

App Release - 15.5

• Maintenance
  
  • Auto-Sync Calendar
  • Added Account Manager information on App
• Bug Fixes
  • App crash when clicking 3 dot menu
  • General appointment display issue
  • Email issue
  • $0 Invoice not changing to Complete & Paid Status
  • Rescheduled call issue
  • Customer List sync button
  • Credit card payment issue
  • Sales tax calculating when not supposed to apply

Command Center Bugs Fixed

• Missing invoice amount
• What's included performance loading
• Duplicate arrival windows being created
• QBO Initial Sync issue
• Report Dashboard - added link to customer in drill down report
• Tune up appointment type greyed out
• Appointment notification not sending

Comment Center Maintenance

• Added more events to Delete Log
  

  • Customer Details - Invoice

  • Invoice Settings - Billing Terms

  • Invoice Settings - Coupon

  • Invoice Settings - Accreditation List

  • Invoice Settings -  Diagnostic Fee

  • Sales Tax - Sales Tax Codes

  • Service Agreements - Service Agreement List

Monday October 9th

Bugs Fixed

• Recurring Billing Issue - price change on renewal
• Performance optimization on a handful of pages
• Added spinner to Appointment Confirmation page to indicate that the appointment is processing
• Dispatching removing holds on calls that contain secondary technicians
• Dispatching not booking general appointments for multiple techs with certain dispatching settings enabled
• Dispatching General Appointments with no details - checking for just a space in the description
• Dispatching call display with multiple techs
• Service Agreement Issues with Future Service Agreement Customer selection
• Online Appointment Email - adjusted comment section
• Tune Up Reminder Issue

Maintenance

• Two New Settings:
  
  • Display Invoice Notes on Customer Page Invoice Table?
  • Display Invoice Notes on Invoice Report table?
  • Located in the Invoice General Settings page, in the General Settings section
  • If activated, will put the notes icons next to the invoice number, if there are notes, so that you can see notes without having to pull up the entire invoice
• Added link to email Help Desk on the left hand navigation menu
• Login - saving the checkbox to the Terms and Conditions so that it does not need to be clicked on each login, but it is still checked

Monday September 25th

App Update - Version 15.4

• Android Update Only - fix download issue

Bugs Fixed

• Dispatching - Service Call Status of Primary Tech resetting when adding Secondary Tech
• Dispatching - Primary and Secondary Call - Service Call Description Issue
• Performance issue when creating new customer, add/edit service call
• Timesheet - timestamp issue
• Service Call display

Maintenance

• QBD IIF - Broke the steps up to improve usability and performance
• Delete log - Added the following events to the log:
  

  • Customer Details - Service Location

  • Customer Details - Open Call

  • Customer Details - Past Call

  • Customer Details - System

  • Customer Details - Equipment

  • Customer Details - Service Agreement

  • Customer Details - Diagnostic Report

  • Customer Details - Filters

  • Customer Details - Contact Info

  • Customer Details - Upload Files

  • Customer Details - Customer Notes

Monday, September 11th

App Update - Version 15.3

• iOS Updates for iOS 17 compatibility
• Home Page/Login Page Update - meet new Play Store standard
• Implement Google Play Developer Program Policy Updates
• App crash when creating an invoice
• Disable "Credit Card - Other" option by default
• Android Phone App - Call Not Showing

Bugs

• QBO Sync - Authorization number being cut off
• Redundant location search when creating a proposal
• Service Agreement - Updating Price Tiers
• Personalization variable not appearing in the list of available variables
• Dispatching - service call type issue
• Add Additional Tech - Issues/Improvement to process
• Dispatching - unable to select date from calendar

Maintenance

• Added Help Text to the Add Additional Techs section
• Added warning in sales tax mapping

Monday August 21st

App Update

• None

Bugs

The list below contains random issues happening to a single company that were fixed in the update:

• Secondary call has "Add Multiple Tech" button
• Unable to assign an open call to a Crew
• Crews - Call Label Alignment
• Missing status
• Accepted proposal - missing auto generated open, install service call
• Fix Add Additional Tech Toggle button
• Unable to send reminders from Service Agreement Dashboard page
• QBO Payment sync issue
• Customer Information - email address issue without ".com"
• Option to recreate a deleted Auto Tune Up is missing
• Timesheet blank to for 2 techs on a day

Maintenance

• Added additional events to the Delete Log (please note that these events will only be available going forward as of this date)

  • Main calendar - Open call list

  • Main calendar - Edit Service Call - Delete

  • Main calendar - Block time - Delete

  • Main calendar - Edit Generic/Recurring Call - Delete

  • Main calendar - Call being Schedule - Delete

Monday August 7th

App Update

• Released Version 15.2 - click here to see bug fixes

Monday July 31st

App Update

• None

Bugs

• Fixed issue with QBO Sync missing reference numbers
• Fixed issue where sometimes 2-way text is not working even if phone number tagged as "cell"
• Fixed random issue with dispatching with multiple techs
• Removed the prompt when clicking the same tech calendar when scheduling a call
• Fixed issue with QBO mapping issue with sales tax codes
• Fixed random issue with the customer information page where it would display the invoice

Maintenance

• Added additional events to the Delete Log (please note that these events will only be available going forward as of this date)
  • Diagnostics/Equipment -  Diagnostic Checklists
  • Diagnostics/Equipment - Diagnostic Fee
  • Diagnostics/Equipment -  Equipment Types
  • Flat Rate Settings - Repair Tasks
  • Flat Rate Settings - Parts
  • Flat Rate Settings - Part Markup
  • Flat Rate Settings - Repair Categories
  • Flat Rate Settings - Repairs
  • Flat Rate Settings - Repair Details
  • Flat Rate Settings - Support Materials
• Increased the size the 3-Dot Menu on the Calendar to make it easier to click

Monday June 19th

App Update

Bugs

• Update the custom invoice status automatically
• Fixed random issue with Repair Task Price
• Adding multiple tech to call - fixed issue when removing technician
• Replacement reminder went out when it shouldn't have
• Fixed issues with ESM last update date
• Tech alert was being sent when dragging and dropping a call without saving
• Fixed random issue with payment rounding
• Fixed issue with create new service call page where call disappears from calendar when changing the number of hours
• Fixed issue with ESM proposal where the value sometimes is different in the app versus the emailed version
• Fixed a handful of Laravel Errors
• Fixed issue where sometimes a general appointment could not be scheduled
• Fixed issue with QBO invoice auto sync update & reset button
• Fixed issue with QBO liability account not always updating properly
• Fixed issue with not being access customer invoices when there are many - added pagination

Maintenance

• Version 15.1 released - see overview
• Ability to include Expected Job Time in "Minutes" in Excel Sheet
• Created complete system type of "Mini-Split Outdoor Heat Pump-Air Handler"
• Added more events to the Delete Log
• Added "17.5" tonnage value for individual equipment and complete systems
• Report Dashboard - Old Equipment Widget - added an Inactive/Inactive filter

Monday May 15th

App Update

• None

Bugs

• Fixed issue when exporting filter data
• Fixed issue where company files were sometimes not displaying on the iPad App
• Fixed issue where the tech would sometimes not receive the SMS alert on schedule change
• Fixed issue switching between primary and secondary techs
• Fixed ESM issue to give ability to uncheck an option
• Fixed invoice duplicate payment issue
• Fixed service agreement auto-renewal price issue with multiple systems
• Fixed issue where customer search yields too many results and freezes
• Fixed issue of customer name display on the calendar
• Fixed issue on dispatch calendar - scrolling one week forward or backward will stay on the day of the week

Maintenance

• Added additional delete events to the delete log
• QBO Sync Log - added additional information to the log

Monday May 1st

App Update

• 14.2 Released - Compatibility with new Global Payments credit card reader

Bugs

• Fixed random QBO Invoice sync error
• Fixed issue where a deleted number would still receive a text message
• Fixed issue where tech intermittently does not receive the schedule
• Fixed Timesheet display issue with the first and last name of the customer
• Fixed issue on service call - when editing time stamps the tab order is wrong
• Fixed issue on appointment calendar where the pins on the map were not always working on week and month view
• Fixed issue with the automatically close and create new open call setting
• Fixed issue with phone app where tech was unable to close out a service call
• Fixed issue with Invoice Report when filtering by payment method
• Fixed QBO repair task errors

Monday, April 18th

App Update

• None

Bugs

• Fixed formatting issue on the Repair Task description
• Fixed invoice issue preventing moving the cart items up and down
• Fixed issue where the Contact Info was not receiving In-Route texts from app
• Fixed Tech Performance Report - expected job time calculation issue
• Fixed QBO Sync - repair task error
• Fixed issue with ESM proposal, the margin override not always working
• Fixed issue with invoice, where incorrect price was displayed on view
• Fixed issue where unable to switch off a service agreement
• Fixed issue where unable to display primary location as default

Maintenance

• Company not receiving copy of invoice when sent via text
• Updated rule on deleting anti-double booking - allows admin to delete call being created by tech in field after a period of time
• On Customer Record, added an info icon for In Active customers to display when they were marked in active and by whom

Monday, April 3rd

App Update

• Released Version 14.1 - New Mini-Split Proposal Functionality

Bugs

• Fixed Issue where Why Us not always displaying on ESM Proposal
• Fixed Issue with the Service Agreement Report and the display of the primary and secondary email addresses
• Fixed Issue with the Dispatching Calendar to switch the primary technician
• Fixed Issue where the Appointment Confirmation SMS screen is blank
• Fixed Issue with the Upload File, Delete button was missing
• Fixed Credit Card Issue with multiple recurring invoices for the same customer
• Fixed Issue where sometimes the service agreement renewal invoices were not updating with the current price
• Fixed issue where inactive repair categories were still appearing on the app
• Fixed issue where unable to remove "call being scheduled" on calendar

Maintenance

• New Mini-Split Indoor Unit Equipment Type
• New Mini-Split Outdoor Unit Equipment Type
• New Mini-Split Indoor-Outdoor Complete System
• New functionality for matchup proposals to display all equipment images at the same time without scrolling
• Change "Accept Invoice" to just "Accept" - as Dealers have customized the language so it does not always make sense

Monday, March 13th

App Update

• Phone App sent to App Stores for Approval

Bugs

• Fixed issue where online schedule was not always sending email notification about appointment
• Fixed issue where the "Accept Invoice" button was not always displaying when sending an Estimate
• Fixed issue where an Overdue Task could not be completed in the All Tasks view
• Fixed issue where customers coming from the online schedule were being marked as unzoned
• Fixed ESM proposal display to eliminate awkward page breaks
• Fixed Recurring Invoice issue where invoices with a 31 bill date are processed at the end of the month for months that don't have 31 days
• Fixed issue on moving repair tasks up and down on the invoice
• Fixed issue where equipment pictures were not displaying

Maintenance

• Service Agreement Report that shows the starting date of first service agreement and then the end of their current or future service agreement
• Add Zone Filter to the Customer List page, Invoice Report and Service Call Report
• Display of the Last Update By and Last Updated Date on equipment

Monday, February 27th

No App Update

Bugs

• Eliminated the ability to accidentally double click when creating filters - was creating duplicates
• Dispatching Status View - Open Calls remaining on Open Call list after assigning call to a Tech
• Service Call Report - issue with Custom Date
• Dispatching - fixed call overlapping issue which prevented the display of a call on the calendar
• 2 way text error - trying to get property of "ID of non-object error
• Online Calendar - issue with arrival window
• Invoice - Incorrect taxable subtotal - on invoice view only
• Zone is not being updated correctly when a new customer is added from online calendar
• QBD - Service Agreement issue
• ESM Proposal showing the Login Id instead of Email Id for technician
• Dispatching - the map details for call had incorrect addresss
• Cancel service agreement - fixed the status and information boxes to display updated status correctly
• Recurring Invoice Completed Report - fixed underlying issue with recurring invoice creation - zero dollar invoices were being generated on cancelled/expired monthly service agreements.

Maintenance

• Job Cost Report - add a column for Invoice Status
• Customer Record - Service Agreement table - will now mark the status to "Not Yet Active" for a service agreement that will start in the future
• QBO - if you are on QBO, we have limited the Invoice number to 21 characters as invoices with 22 characters or more, will not sync

Monday, February 13th

13.5

• Bug Fixes
  • ESM - Template Price not reflecting on Tech's proposals
  • ESM - App crash when updating Proposal Status
  • ESM - No option for Horizontal Airflow Gas Furnaces - data not loading correctly in a specific condition
  • Customer Record - Unable to view images under Upload File
• Enhancement
  • New setting - ability to toggle how the software handles Service Agreement discounts when you have overridden the system calculated price - leave it alone, or apply the discount to the custom price
  • New setting - when a partial payment is made, determine how the software sets the invoice status
  • ESM - ability to change customer after customer was selected

Bugs

• QB - Repair Tasks not resetting
• Calls not showing on calendar
• Recurring Invoice issue
• Appointment popup showing incorrect customer
• Part details not displaying when clicking on Task Id link
• KPI Report - Technician Service Agreement Closing % Issue

Maintenance

• Add invoice status search criteria to Completed Recurring Invoice Report
• Copy/clone improvements
• Ability to import customer tags and customer notes

Monday, January 30th 

 Maintenance

• ESM - Allow the PDF file to be removed entirely from the Pre-Defined Complete Systems
• ESM - Allow customer name to be changed after being selected but not after an option has been approved
• QBO - Make both the customer name and invoice number links to more quickly see details
• QBD - New Setting to replace certain characters that cause the IIF file to fail import - impacts older version of QBD
• Flat Rate Settings - re-arranged the links to be in a better, more organized list
• Recurring Billing - when delete/cancelling a Service Agreement, created a prompt to delete the underlying recurring invoice as well

Bug Fixes

• ESM - Incorrect model in Equipment summary
• ESM - Issue creating complete system if there was no brochure
• Online Payment saving the credit card to be on file was not always saving
• Implemented script to auto correct if the amount paid in the invoice does not match the invoice table
• Missing service agreement in IIF file
• Recurring Billing - recurring invoice created even if all items are declined in invoice
• Recurring Billing - recurring invoice stays active even if it is not on auto-renew

Monday, January 23rd - App Version 13.4

Bug Fixes

• App - Full Customer List not showing
• App Crash when adding photo to diagnostics
• App crash when emailing the diagnostic report to customer
• App - Invoice sales tax issue when no default sales tax selected
• App - Customer List search issue
• App - Create invoice in Command Center, link to Service Call, download Service Call on App, invoice not displaying

Monday, January 3rd - App Version 13.3 

New Functionality

• SEER 2 compatibility

New Functionality

• On the Customer Record, in the Open Service Call Table, we added an edit button to allow the Service Call Description to be changed and saved within the table itself.  The call no longer has to be open to just change the description.
• On the add/edit service agreement pages, we changed the display to have an explicit Yes/No field to indicate if the Reminders should apply to the agreement.

Friday, January 15th - 11.2 Announcement

Over this weekend - 1/16 - 1/17 - we will release version 11.2 of the software.  

New Functionality

• Ability to Apply Discount/Rebates/Taxes to the "Financed Price" with the New Proposal Method
• Ability to Customize the Subject Line, including Personalization Variables, for Invoice Email
• Ability to Send Rich Text Emails
• Ability to Test Email Communications before they are Sent
• Making the Company Delete Log Visible
• New Report - Show Customs by Last Service Date
• New Setting to Download Invoices when Service Calls are Downloaded

Bugs Fixes

While there were many company specific issues that were resolved, here are some of the global issues addressed

• Last 4 digits of an Amex card not appearing in the Invoice Payment History
• Apply for Financing Buttons were not working until a customer was selected
• Proposal Templates created in the Command Center were displayed in a different order on the App
• Rebates were not being applied on the actual Rebate End Date
• The Proposal Title in the Compare Proposal PDF was including the title of Option 1
• Updated Compare Proposal PDF to reduce the number of pages - fit more information per page

Monday, December 13th - Version 11.1 - Live

Over the weekend - 12/13 - we released Version 11.1 of the software.  This version addressed an issue with the proposal pricing, specifically giving companies the ability to view the price details the same way as before the 11.0 release.    Please see the Help Desk article here for more details.

 

Remember to you can view the details of the 11.0 release in the Help Desk by clicking this link.

Monday, August 17th - Update

• ADDED - Ability to send the company an email/text when an ESM Proposal is sent to the customer
• ADDED - Customer search to include the "Location Name" of the service locations
• ADDED - Appointment Confirmation Reminder - Made all variables that are in the Email Communication available for the Text Communication
• ADDED - A popup to warn if a user is attempting to modifying a Recurring Invoice that is already marked Complete & Paid
• UPDATED - Air Filter Delivery Report updated to display both Service Agreement and Non-Agreement Customers
• FIXED - Customer Record Back Button
• FIXED - Bug in Recent History where it was not capturing the days on the calendar other than the current day, when viewed
• FIXED - Bug where the Invoice status was reverting when an Invoice was created using the Tool Bar icon
• FIXED - Recurring Invoices were not being added in to the queue to be sync'd to QBO
• FIXED - Bug in Recurring Billing where duplicate invoices were being created when payment was taken on an invoice that was not originally paid by a credit card on file
• FIXED - GPS Integration Issue where if one Technician's account was incorrectly setup, then the rest of the techs were not displaying on the P3 dispatch map.
• FIXED - Bug in ESM where the proposal title was not displaying for dealer-added models
• FIXED - Bug in Command Center Invoice, where the Green Button calculate option was taking the quantity to be the quantity of the parts rather than the quantity of the whole repair
• FIXED - Typo on Export page
• FIXED - Bug on Edit Technician page that allowed the Technician's Invoice Prefix to be deleted

Monday, June 8th

• Open Call List - Added a sort by address and by last name.  In addition, we added a filter by zip code.  Lastly, we added functionality such that once you use the filters or sort, the open call list will remain on that view even if you leave and return to the page.
•  When creating or editing an invoice, the Linked Appointment list was changed such that the most recent appointment is first in the list.
• For Repair Financing, we provided the ability to not display the Apply Now button.  All of the repair financing price can still display, but if your finance company does not provide a good portal to apply for financing, then you can disable the button.  This also provides a good way for a company to self-finance should you choose to do so.
• Fixed a bug where the invoice comments do not display.  This was happening when the price of the repair was being edited and a comma was added to the price.
• Fixed a bug with remote Invoice Acceptance where the signature was freezing up on certain browsers.

Monday, May 25th - 10.4

New Functionality

• Contactless - Remote Invoice Acceptance and Work Completion with notifications to company/tech
• Ability for Customer to Confirm an Appointment from Appointment Confirmation/Reminder
• Dashboard - Tech Leaderboard - Drill down into how the software is calculating the values
• Ability to offer Repair Financing on Invoices
• Integration with Podium

 

Updates

• Customer Record Page Performance
• Invoice Edit/Creation Page Performance
• Service Call Reconciliation Report Performance
• Online Scheduling - identify existing customers vs new customers
• Bulk Email Blasts - allow one-time email blasts and allow for more customer record selection
• Provide an income account for new equipment sales when syncing to QB
• QBO - allow for data to be ignored and not sync'd
• When creating the Invoice PDF the default name of the file will be the invoice number

Bug Fixes

• Genius Mini crash on Android app
• Clone Repair Task not saving new task id from popup
• Need to make all 3 customer name preference selections required

Monday, April 20th - 10.0.3

• FIXED - Partial Payment Bug

Monday, April 13th - 10.0.2

• ADDED - Invoice Report - Added a column for the Amount Paid
• ADDED - 0.5 ton option for complete systems and individual equipment
• ADDED - Ability for a coupon to go to the penny.
• FIXED - On the Way Text Bug
• FIXED - Can't select Service Agreement Bug
• FIXED - Dashboard Tech Leaderboard calculation - here is how all of the columns in the Technician Leaderboard are calculated
• UPDATED - Delete Customer Record and all Invoices associated with the Customer Record are deleted as well
• UPDATED - QB Reset Page Performance and added pagination so not all result load at one time
• UPDATED - Home Page - Software Utilization Section has the Air Filter Program removed

Monday, April 6th

• ADDED - A new QB Desktop setting for "Sales Tax Liability".   Go to Settings, and then under the Sales Tax Settings, click on the General Settings.   There is a new setting - "Do you use the Sales Tax Liability Report in QB?"  If you need this report, you will need to turn this setting to Yes, and then, you will need to update each Sales Tax Code in P3 to include the Sales Tax Vendor.  If you change the setting but do not provide a Sales Tax Vendor, then the IIF file will throw errors when loading
• ADDED - To the Dashboard, Technician Leaderboard, we added a new metric - "Average Equipment Sales" - which is the average sales price of all Proposals Won that were created by the Tech

Monday, March 30th

 Other improvements include:

• ADDED - Service Agreements - Add/Renew - from the Command Center we removed the inactive systems from displaying in the list.  In addition, we provided a visual on the System/Equipment table so that we can see if it is active or not without having to click into the System.
• ADDED - Ability to close down Generic Appointments from the Command Center
• FIXED - Marketing Leaderboard - this Leaderboard is now available again.  The performance has been fixed.
• FIXED - Timesheet Report - in the Command Center on the Timesheet report you have the ability to adjust the actual time of the Generic Call so that it accurately reflects the amount of time taken on that appointment
• FIXED - When creating a service call, we optimized the performance of when the Pre-Appointment Survey would open on the page
• FIXED - When creating a contact on a Customer Record, the Email Address is no longer required

 

Monday, February 17th - Version 10.0 - Video Library

Online Customer Scheduling and Confirmation

The functionality included here is to give your customer's a link to a page to allow them to book an appointment online - via a computer or smart phone.  Each company will be able to control the visibility of their online schedule including which services they can register and which technicians are available for online booking.  In addition, when the day-before appointment confirmations are sent, customers will be able to confirm the appointment, which will notify the company.

Recurring Billing

This functionality is to convert any invoice into a recurring invoice. The software will create the new invoice, charge the credit card on file and send the paid invoice to the customer based on their communication preference.  A copy will also go to the company based on your communication preference.  In addition, there will several administrative functions to see which invoices are setup for recurring billing, credit card management and charges that failed to process.

Leadsource Lifetime Value Report

Provide a report that will show the lifetime value of a Leadsource.  This will take the Leadsource value in the Customer Record and add up all of the invoices that are Authorize, Complete & Not Paid and Complete & Paid.    In addition to seeing the lifetime value of the leadsource in order from greatest to least amount, the report will provide a way to drill down to see the customers having that leadsource value. 

Non-Service Call and Recurring Appointments

Provide the ability to create non-service call related reports on the dispatch calendar.  In addition, provide a way to make both non-service call appointments and service call appointments recurring appointments.

Dashboard Report Improvements

Added 3 new reports to the Dashboard - Technician Leaderbaord, Marketing Leaderboard, CSR Leaderboard.  The Technician Leaderboard is configurable as each company can determine which columns to display in the report - Average Ticket, # SA Sales, etc.  The Marketing Leaderboard displays which Leadscoures are the most popular - both in terms of volume and invoice dollar amount.  The CSR Leaderboard shows which dispatchers are scheduling the most calls as well as the average ticket of those calls.

Other improvements include:

• ADDED - Service Agreement Renewal - unable to renew a pre-9.0 service agreement, must select a new service agreement.

•  ADDED - Service Agreement creation from the Customer Record - now have the ability to create an invoice while adding the agreement

• ADDED - In the Web, the Invoice number will be created after the invoice has been saved.  
• ADDED - Ability to text customer the tune up reminder

• ADDED - Recurring Product Reminders - Send as text as well as email

• ADDED - Tech Performance Report - Add the Repair Task IDs to excel export and total cost

• ADDED - The ability to designate Repair Tasks as taxable.   As a default all Repair Tasks are marked as taxable but via the Repair Task List in Settings, this can now be changed on a per Task basis.

• ADDED - Invoice Timestamp - there is a new setting to display the day and time of the invoice

• ADDED - Invoice Report - Export to Excel now includes the Customer and Technician notes

• ADDED - Invoice Payment History - going to display the person's name going forward instead of login name

• ADDED - Ability to disable unused credit card options.  If your company is using Cayan/TSYS, then you will have the ability to determine all credit card options available.  If your company is not on Cayan/TSYS then only the "Credit Card Other" option will display.

• FIXED - Send invoice, send Service Agreement PDF

• FIXED - On the Fly Repair Creation - Sales Tax Issue

• FIXED - Diagnostic Component Display issue

• FIXED - Fixed the available times when assigning a tech from the Open Call list

• FIXED - Fixed issue where emailing the Installation Materials from an ESM Proposal was throwing an error

Monday, January 13th

• ADDED - Added Repair Task Report by Technician.  This will allow companies to see which Repairs (system and green button) each technician is making over a particular time period.  This Report is called "Repair Task by Technician Summary"
• ADDED - New Dispatch Setting called "Display Location Name while creating Service Call".  As the name suggests when activated, when a Service Call is created it will display the Location Name of the Service Address being selected.
• ADDED - When deleting a Proposal from the Proposal List there will be a confirmation/warning popup before the deletion is executed
• ADDED - The Pay Now button in the Invoice PDF copy so the Customer can click to Pay from the PDF
• ADDED - Error checking to prevent images, PDFs and Videos of more than 5MB from being added to the Files or Support Materials sections of the software
• UPDATED - When searching for an Equipment in the Brand/Series page, when you click into the Series, now only the models that match the search display
• FIXED - Issue where when the Invoice was emailed to the Customer as a PDF only (not in the email body), the Diagnostic was not being included in the Invoice
• FIXED - Issue where changing the Repair Task was not Triggering an Export
• FIXED - Customer Record Billing Terms issue where the Customer Information popup where if the Billing Term was not set for a Customer it was was showing the first Billing Term in the list.
• FIXED - Open Service Call issue where the software was putting a date into the appointment even after it was purposely left blank
• FIXED - When assigning an Open Call to a Technician, the map was not placing the big green pin to denote the location of the Open Call to the rest of the calls scheduled for the day.

 

Monday, December 30th

• ADDED - Added ability to search by customer name on the Invoice Search Report.  Now you can view all invoices for a customer (across all locations) in a single place.
• ADDED - Short Cut icons for the 9.0.9 Reports so they can be added to the top tool bar
• UPDATED - On the Email Invoice popup from the Customer page, instead of displaying the variable in the email preview, we are now displaying the actual value of the variable.  This way everyone can see exactly what will be emailed.
• UPDATED - Changed the label of all of the "Customize" buttons to "Filter By"
• FIXED - Formatting issues in the Time Sheet Report
• FIXED - Command Center display issues from the iPad Safari browser
• FIXED - Invoice issue where if the Customer Notes was exactly 300 characters long it was not displaying in the PDF
• FIXED - Invoice bundle display issue on the Invoice PDF version
• FIXED - Miscellaneous QBO issues

Monday, December 9th

• Version 9.0.9 of the Software was released.  This is a major software update with many new features and bug fixes.  Please see the Help Desk article for the many videos and articles about the update.

Monday, November 12th

• ADDED - Technician Performance Report.  With this report each company will be able to see if the Technician completed the job on-time, ahead of schedule or behind schedule based on the work that was on the invoice.  The report adds up all of the time associated with the tasks on the invoice, then compares it to the actual time the technician was on the job.
• ADDED - When you login to the Command Center, your company logo will display.  Since there is no provision to add a picture for the admin user, we decided to display the company logo instead.
• ADDED - a new button on the QBO Customer Dashboard to help resolve conflicts when a customer record is changed separately on QBO and in P3.
• ADDED - the personalization variable $CustomerName to the Invoice Text communication so you can put the customer's name into the message.
• ADDED - the ability to make the LeadSource or the Customer Type required when creating a new customer record.  This can be changed via the Settings/Customer/General Settings/
• UPDATED - Invoice PDF Display - in an attempt to reduce the number of pages printed, we have reduced the font size through the report.
• UPDATED - Changed the Default Phone Type to "Cell" when creating a new Customer Record.
• UPDATED - Technician Utilization Report to concentrate on billable hours only for the techs, based on the repair tasks added to the invoice.
• UPDATED - the error message that displays when a company tries to text a customer but they have not signed up for the text plan.   Now the message will reference the company's texting status first.
• UPDATED - on the new calendar view, changed the usages so that the tech list and hours at the top are always visible when scrolling.
• FIXED - Removed having the Contact Email Address be required.
• FIXED - Miscellaneous QBO Issues including the syncing of payments when that setting was turned off.
• FIXED - Added validation to only allow PDF and Images to be loaded to the Customer Record, Upload Files table.
• FIXED - ESM Installation Materials - from the Settings page you can now control where the installation materials should be displayed regardless of where the material was created.

Monday, November 4th

• FIXED - iOS 13 issues.  We upgraded P3 to be compatible with latest iOS.  It is now ok to upgrade your operating system if so desired.
• FIXED - Customer Report Export.  In 9.0.6 we changed the logic so that when the Export button is clicked, the report will generate in the background and when it is completed an icon will appear in the top tool bar.  With the update this weekend, if there is a report waiting to be downloaded and the Customer Report Export to Excel button is clicked again, the first report will be deleted so that the new report will be available for download.  If you need the original report, then it will have to be run again.
• FIXED - the bug where if a Service Agreement was added to an Invoice, but then declined, it would still generate the Service Agreement for the customer.

Monday, October 21st

• FIXED - For those users where the "Not Sync'd Files" pages was crashing after the 9.0.6 upgrade due to the number of images that haven't been sync'd we created a different way to load the page so that those images can be transferred to the cloud.
• FIXED/UPDATED - When you go to explicitly change the status of the invoice you will be prompted if the new status desired does not match the data.  For example, if you are wanting to make an invoice complete & paid but there are no payments and the invoice has an outstanding balance, you will be prompted to see if you really intended that to happen.

 

Monday, October 14th

• ADDED - Invoice and Proposal lists on the app contain a PDF icon that allow the document to open in a PDF for printing out in the field.  View Help Desk Article.
• ADDED - We will be updating the ESM proposal list in the Command Center to allow you to search by the date the proposal was accepted.  This way it will be easier to identify which proposals were recently accepted.  View Help Desk Article.
• ADDED - Ability to modify the ESM proposal title (app and web).  View Help Desk Article.
• ADDED - Provided the ability to increase the quantity in the Installation Materials to 6 digits.  View Help Desk Article.
• ADDED - Email Log - Added the ability to search by Email Type when filtering the report.  View Help Desk Article.
• ADDED - Ability to include the equipment Brand in the proposal.  View Help Desk Article.
• ADDED - Included the service location description to the customer record on the app.   View Help Desk Article.
• ADDED - If Invoice is for a service agreement customer and there are no repair tasks, it will highlight the service agreement column and price.  View Help Desk Article.
• ADDED - Ability to toggle if the ESM proposal can be changed once accepted.  In addition there is a log that show the changes made and by whom.  View Help Desk Article.
• ADDED/FIXED - Changed the “Diagnostic Photos” label to “Files Not Sync’d” as it now includes not just Diagnostic Images, but equipment images and customer Files.  The “Files Not Sync’d” is now organized by customer to better reveal which customer has missing information on the cloud.  View Help Desk Article.
• ADDED - when on the customer record, if you click to email anything (invoice, diagnostic, service call, etc) the popup will now contain the email addresses of the contacts listed in the contacts table.  This will happen on both the web and app.  There is no setting, this just happens automatically now.  If the contact should not be emailed, then just click the trash can/delete icon in the popup - this will not delete the email address permanently but rather just not send the email to that email address.
• ADDED - The ability to set a service call so that when the technician selects the option, it automatically closes the original call and then creates a new open call.   The call that is created will be an "Open" call and unassigned to a technician.
• ADDED - Starting with 9.0.6, companies no longer have to reset the technician if they are reinstalling the app - either on a new device or on the same device.
• FIXED - Ability to Delete a Service Call from the Calendar or Service Call page is restored.
• FIXED - The Customer Export button so that once the report is downloaded it allow your company to export again.
• FIXED - The ".church" domain was being flagged as an invalid domain during email validation
• FIXED - Job Cost Report - some invoices with green button repairs were setting the cost incorrectly
• FIXED - Image upload issues with the “Files Not Sync’d” section
• FIXED - Bug that prevented ESM Custom Proposals from not emailing to the customer
• FIXED - Bug that crashed the Diagnostic Photos page
• FIXED - Bug where Repair Tasks were duplicating in the Repair List

Monday, October 7th

• ADDED - Ability to disable the "Call Being Scheduled" hold.  There are now 2 settings in the software - located under Settings, General Dispatch Settings.  The first is "Enable Appointment Functionality to Block Double Booking?".   It is currently set to Yes as this is the default functionality, but if you set it to No, the software will not put a hold in the calendar.  If set to Yes, there is an additional setting - Ability to Delete a Call Marked "Call Being Scheduled" .  If this is set to Yes, then the person that created the hold will have the ability to delete their calls that are in this status.
• FIXED - Disable Appointment Confirmation setting would sometimes revert after being set.
• FIXED - Clone Repair Task and part disappears

Monday, September 30th

• ADDED - Show if the customer owes money when booking a new service call. 
• UPDATED - Integrated with the new Cayan/TSYS API.  This was a routine behind the scenes update, but everyone should check the status of new charges to double check the new API integration is working correctly.
• UPDATED - Dashboard Report.  Changed the default amount displayed to be all invoices except Estimates/Not-Authorized.
• UPDATED - On the web, when entering new equipment we changed the calendar control so that you can enter a date directly in the field without having to use the calendar itself.  That is still an option, but now you can do it either way.
• FIXED - Display issue with the About Us section in a Custom Proposal.
• FIXED - On the web, fixed the tab order when creating new equipment.

Monday, September 23rd

• ADDED - Ability to edit the Customer Information on an Invoice after it has been created.  Now, you can modify the Customer Information, Service Address and Billing Address sections.  Please note that any changes made are applied to the invoice only, not the actual customer record.
• FIXED - When searching for a proposal in the ESM list, using the option number would result in no proposal being found.  For example, if you searched on ABC100A it would not be found, but searching on ABC100 would be found.  Now you can search on the option number.

 

Monday, September 9th 

• ADDED - ESM - For existing proposal we have provided a profit and expense breakdown.  With this feature you can view the anticipated profitability on a proposal based upon what was selected during the proposal process.  In addition, we provided an estimator when the Equipment Costs are set.  Please see the Help Desk Articles for more details - ESM Proposal Profit and Expense Breakdown and ESM Profit Estimate from Brand/Series Setup.
• FIXED - Customer Report Export.  Prior to the fix, when the Export to Excel was clicked and there was a couple thousand or more records, the process would not finish.   We have created an article for the solution as the export now runs in the background - allowing everyone to continue working while the report is being generated.  The Help Desk Article - Customer Report Exporting to Excel and Download Icon -  provides screenshots to know the status of the report as well as where to go to download when completed.

 

Monday, August 26th 

• 9.0.5
  •  ESM List - added a sync button on the proposal list on the app to pull down the proposals the technician has created in the past.  This corrects the issue when reinstalling the app, the proposals do not download to the app
  • ESM - When a proposal is won, the other proposal options will remain visible on both the app and in the Command Center
  • Diagnostic Photos - added additional logic to double check if the photos were sent to the cloud.  On diagnostics that have 5 or more images, sometimes the software thinks the photos were sync'd when in fact they were not.
  • From the Customer Record page on the app, now if you click to view an invoice, the declined repair amount displays on the invoice.  Previously it was only displaying on the edit view.
  • From the Command Center, for ESM proposals, the amount of time indicated on the proposal as well as the financing program used for the proposal is now visible.
• ADDED - Coupon Usage Report.  Now all companies can see a quick summary of coupon usage on invoices.
• ADDED - Moved the Refresh button on the primary dispatch calendar to the top of the page
• ADDED - The ability on invoices to control the order of the repair tasks.  Now there are up and down errors so that the display order can be customized.
•  FIXED - We are in the process of rolling out a new Plumbing Flat Rate module.  As the work has been implemented, we noticed that it was turning the export icon red for companies even those the repairs were inactive.  This has been fixed.
• FIXED - Issue where it would throw an error when you are trying to add a new system to an invoice and the return key was clicked as opposed to using the mouse to click the add button

Monday, August 19th 

• ADDED - 2 New settings to allow each company to decide if they want the appointment confirmation windows to appear.  Under General Dispatch Settings, you now have the ability to turn off the appointment confirmation windows when new calls are created or edited/moved.  Please note that if the windows are turned off, then the software will not provide a prompt AND the software will not send any type of confirmation to the customer.
• ADDED - On the company copy of the Invoice only, the invoice will display the actual Invoice status.  This was added to the company copy to make it easier to quickly determine the true status of the invoice.
• FIXED - The "Rescheduled-Need Part" calls will display in the Customer Record Open Call list regardless of the Dispatch Setting.  Before the Dispatch Setting to display the "Rescheduled-Need Part" calls in the Open Call list was being applied to both the main Dispatch view and the Customer Record.  Now that setting only applies to the main Dispatch View.
• FIXED - Issue on the Service Call Report where searching by the combination of Service Call Status, Booked By and Custom Date would yield no results.
• FIXED - Rescheduling issue where if the dispatcher was rescheduling a call that was marked "Rescheduled-Need Part" from the Open Call list on the main dispatch calendar, the tech was not seeing the newly rescheduled call.
• FIXED - Issue on the ESM Proposal list where if the link was clicked to view the customer record, it would always go to the primary location, not the location associated with the proposal.
• FIXED - Issue where when creating a new customer, if you clicked just the Save button it would take you to the service call page as if you clicked the save and create call button.
• FIXED - Issues with the Email Log report where the search parameters were not bringing back the correct results.

 

Monday, August 12th 

• ADDED - On the customer record, in the Invoice table create a link on the Amount Owed that goes directly to the Pay Now page.
• ADDED - On the customer list, create a link on the Amount Owed to the Overdue Invoice Report for the customer
• ADDED - On the Service Call Report, when exported to Excel, we included the primary email address to the exported spreadsheet
• FIXED - When creating a service call directly from the Calendar, if you attempt to create a new Diagnostic Fee from the popup, the Diagnostic Fee is created, but the popup window freezes
• FIXED - Tune Up Reminder Email Blast is sending the reminder to all active tune up customers even if the tune up has been scheduled.  Going forward, once a tune up has been scheduled the customer will not get a tune up reminder.

Monday, August 5th - 9.0.4

• ADDED - From the Command Center, when viewing a Proposal you can now see the number of hours allocated for the installation as well as the financing program selected
• FIXED - Invoice issue where after accepting payment if a note is then added to the invoice before syncing, the status of the invoice would revert to Complete & Not Paid.
• FIXED - ESM Proposal issue where the notes were not being included when sent from the app
• FIXED - Invoice issue on the Android app where when trying to modify a repair task/invoice line item that is greater than $1,000 it would crash.
• FIXED - Proposal issue where an incorrect price would display in the Proposal List
• FIXED - Invoice issue where when the tech tried to modify an invoice that was created from a proposal the app would crash
• FIXED - ESM Proposal Comparison issue where with 3 or more options, after a material was declined, the formatting on the comparison screen would not be correct
• FIXED - ESM Proposal issue where sometimes the proposal on the ESM Proposal Report list would not link to the customer
• FIXED - Invoice Issue were declined items on the app were still creating the replacement open call
• FIXED - Diagnostic issue where if the customer's address had an apostrophe it would cause a crash when starting a new diagnostic

Monday, July 29th

• FIXED - QBO Invoice Sync Issue - we fixed the issue where if you changed the Step 1 settings it was reapplying the invoice setting, so if the setting was "Ignore All" invoices, then it would ignore everything from the date the setting was changed as opposed to the original initial sync date.
• FIXED - Issue with the Service Call report where it was not accurately displaying the report when filtering by the Open Call Status.
•  

Monday, July 22nd

• UPDATED - When an ESM Proposal is accepted on the App and then it is sync'd, the software will now send a copy of the proposal to the company's email communication email address.  This is similar to how the software sends a copy of the invoice to the company.
• UPDATED - Applies the new personalization variable $ArrivalWindow to the Appointment Confirmation email communication as it was originally applied to just the text communication
• FIXED - If the company setting is to not require an email address, fixed the issue where when trying to edit a customer record it would prompt for an email address.  This was the result of there being an email type and then the software requesting an email address if there was a type.   Also fixed as it relates to this issue, when creating a new customer record, it will not default the email type.
• FIXED - The view of the Command Center calendar from certain iPads
• FIXED - QBO Invoice Sync Issue - we fixed the issue where if you changed the Step 1 settings it was reapplying the invoice setting, so if the setting was "Ignore All" invoices, then it would ignore everything from the date the setting was changed as opposed to the original initial sync date.
• FIXED - We are in the process of adding a new section for Plumbing.  However, in the process of creating the Repair Categories it was enabling them for everyone instead of marking them not to be displayed initially.

Monday, July 15th

• ENHANCEMENT - when a service call is completed, you will have the ability to shorten its duration in order to free up time on the calendar for another appointment.  Go to edit the completed call and there is now an edit button next to the duration.  Click, modify the duration and save.  Then the call will be updated on the calendar to the new duration provided - nothing else about the completed call will change.  This is for those instances where a 2 hour call is completed in 30 minutes and you want to use that hour and half space for another appointment.
• ENHANCEMENT - new QBO setting to designate if a Repair Task should be taxable or not.  This will only impact the tax status of the Repair Task when it is added/updated into QBO and will not impact how P3 calculates tax.  The setting can be changed from the QBO dashboard by clicking the "Data Sync Settings" section.
• UPDATED - the customer record File table such that the most recent files that were uploaded are displayed at the top of the list
• UPDATED - removed the Payment options on the ESM Proposal after it has been accepted.  All payments should be conducted through the P3 invoice at this point.
• FIXED - issue where declining a Product Replacement Task was still creating the open call
• FIXED - issue where merging two companies was requiring a first and last name to be entered, even though it is not required
• FIXED - when cloning a Repair Task it is not allowing a new part to be added to the task
• FIXED - when an admin user changes the status of an ESM proposal to "Won" it does not create the P3 Invoice or open Installation service call
• FIXED - when an equipment type is disabled it is still displaying in the customer's equipment list when creating new equipment
• FIXED - when a proposal is accepted it shows up on the analytics dashboard under proposals sold. However, when the status is manually changed to "won" the proposal does not show as such on the analytics dashboard
• FIXED - dispatching issue where when you change the duration of a existing service call it was not pulling the call off the calendar in order to be placed back on
• FIXED - on the app when a technician schedules their own call, the availability list was displaying correctly, thus allowing double booking of calls
• FIXED - when manually associated an invoice with diagnostics, the diagnostics were not being attached to the PDF version of the invoice

Monday, July 8th

• Created 2 new personalization variables in Email/Text messages - $ActualAppointmentTime and $ArrivalWindow.
• Fixed an issue where processing a credit card was not returning an error message if the communication with Cayan was interrupted.
• For Cayan Genius Mini integration we added the transaction id to the Payment History notes.
• Added error checking on the system Files and Folders so that you cannot load a file without designating the file type.
• Added additional logging for when a customer accepts an EMS proposal 

Monday, June 24th - 9.0.3

• Cayan Genius Mini Integration - the Genius Mini reader is a Bluetooth compatible reader that also processes the credit card with a chip.   This integration provides a solution to those whose tablets do not have an audio jack or which to process the chip style credit cards.
• As part of the Cayan Genius Mini integration we are adding more credit card transaction information into the Payment History notes.
• Added ESM PDF functionality.  Now on the customer record and the ESM Proposal list on the Command Center, there is a PDF button to convert the proposal into a PDF for printing or sending to the customer
• Added functionality on the invoice so that if you edit information and then click the Pay Now button you will be prompted to Save your changes, if a Save has not already happened
• Added functionality on the QBO Dashboard - if any settings or data changed, the box will turn red to notify you that something needs to be addressed
• Fixed the issue on the app where if you add a new customer and then immediately creating a service call, the service call would not appear on the dispatch calendar.  Now we have placed specific instructions that you have to sync the customer record first before creating the call.
• Fixed the issue where if the diagnostic images do not fully sync to the cloud that the diagnostic stays "red" - when there are many diagnostic images, some of the images would transfer, but not all, and the software was marking the customer record and diagnostic as sync'd
• Fixed the issue where when processing a credit card payment if the invoice number is longer than 8 characters, it would throw an error 
• Fixed the issue where changes the ESM installation materials from one specific category to another did not update on the app
• Fixed the issue where if you get the "Already Installed on Another Device" message that the spinner stops spinning
• Fixed the issue where if you were renewing a service agreement on the app, it was taking the settings from the original service agreement, rather than the new settings if the service agreement plan was updated since it was originally sold
• When cloning Repair Categories, Repairs or Repair Tasks, we are updating both the task id and task name to avoid QBO duplicate name conflicts
• Fixed the issue on the app where the green button repair tasks would have the same task number
• Fixed the issue where an ESM proposal would be created but then would not display under the customer record in certain situations
• Fixed the issue on the iPad app where if you try to create a new system from the invoice it would not create it
• Fixed the issue where inactive service agreements are appearing as valid options to be selected on the app invoice
• Fixed the issue on the app where if you add a new customer during the ESM Proposal process the proposal would not get associated with the customer in the Command Center 
• Fixed the issue where the error message from Cayan was not always displaying when an invalid credit card was used while trying to take payment
• Fixed the QB Desktop issue where the class designation would not be added per row in the IIF file
• Fixed the issue while dispatching that if you go to add a new contact on the service call, the popup would just spin and spin
• Fixed bug in Technician Report

Monday, June 17th

• QBO - on Customer sync, include the Company Name on Jobs 
• QBO - on Invoice sync, include the Customer Notes from the repair tasks/invoice line items
• Fixed the issue where the diagnostics were associated with the invoice after the invoice was created on the app and the invoice PDF was not including the diagnostic reports.
• Fixed the issue where the service agreement was sold with current date but after it sync'd to the cloud it would say "Not Yet Active"
• Fixed the issue where on the weekly calendar view clicking the day was going to the current day, rather than the day selected
• Fixed the issue with the invoice search to allow cents in the amount search
• Fixed the issue where on edit of a customer record it was requiring the email address even if the company setting was such that an email address should not be required
• Adjusted the font size on the invoice status boxes - decreased the font size by one to try to allow more of the service agreement name in the box.

Monday, June 3rd

• We changed approaches for the link in the text messages.  Rather than outsourcing the shortened URL link we developed our own system, so any link issues are now resolved.
• Fixed multiple issues with the Upcoming Service Call report.
• Fixed multiple issues with the Weekly Calendar view.
• Fixed the renewal service agreement to take the current duration and number of tune ups as opposed to the original service agreement information.
• Fixed the issue with the default calendar date when trying to add a second technician to a service call in the future.
• Fixed the issue with new companies where the default diagnostic fee is not being set when booking a call from the calendar.
• Fixed navigation issue - on the admin site when clicking on the 1st step of the QB sync to check for duplicates, then click the back button, the system takes you to the main settings page on the Command Center.
• Added filters to the Technician List - All, Active, Inactive.  Set the default to Active Techs.
• Added extra logging during the ESM Proposal acceptance to record the user's browser, device and operating system.
• Updated the Diagnostic Conversion Report to filter on Invoice Status.

 

Monday, May 20th

• Fixed the bug where if you go to renew the service agreement and the terms of the service agreement have changed (like the number of the tune ups), then the software is now taking the "new" or "changed" values of the agreement - the most recent data.
• Fixed the bug where the invoice counter on the web was increasing by twos.
• Fixed the bug where you could not update the link to a website on the support materials.
• Fixed the navigation on the customer record when viewing the Scorecard report.
• Fixed the bug where the Scorecard report was not getting placed into the customer's Email Log history even though the report was being emailed.

 

Monday, May 13th

• Multiple QBO Sync issues.
• Fixed the Customer Back button.  It is once again dynamic returning the user to the previous page as opposed to the customer list.
• Fixed the bug where if the Email Field was set to be not required, it was still required when creating a new Customer from the Service Call page.
• Fixed a bug on the Monthly calendar view.
• Dashboard Report - on the Revenue view, new filters have been applied to view the Revenue by Invoice Status - All Invoices, Estimates Only, Work Authorized Only, Complete & Not Paid Only and Complete & Paid Only.
• Fixed ESM navigation issue from the web version of the Proposal Comparison page

 

Monday, April 29th

• Restored the ability to delete Auto Tune Ups.  If you accidentally delete an Auto Tune Up you can recreate it by clicking on the Service Agreement Edit button on the Customer Record.  Remember that when you delete an Auto Tune Up it will NOT update the Tune Up Owed counter.  If you need the Tune Up Owed counter to update, then Close the Auto Tune Up as opposed to Deleting it.
• FIXED - If you add a Service Agreement to an Invoice and then decline it, the Service Agreement is being created.  While this has been fixed, overall there has always been a separate Decline button for the Service Agreement on the invoice, but now both are working.
• FIXED - Issue where when creating a Customer if you provided a Customer Type, the Customer Type value was not saving.
• ADDED - Two filters on the master Service Agreement List.  Now you can sort by Active Service Agreements and pre-9.0 and/or 9.0 Service Agreements.
• QBO - Fixed the issues that occur when data is deleted from QBO like Billing Terms, Payment Terms, etc.
• QBO - Performance enhancements to the Recent Activities List on the QBO Dashboard

 

Monday, April 22nd

• FIXED - Recurring Email Blasts.  We have added Opt-Out Functionality to allow your Customers to opt out of the following communications.  Please note that the software will not run email blasts that were scheduled to run while the functionality was disabled.  You will either need to wait until the next scheduled run time or create a new blast.
  • Appointment Reminder Email
  • Appointment In-Route Email
  • Auto Product Replacement
  • Declined Email
  • Filter Program Emails
  • Repair/Replace Emails
  • Recurring Email Blast
  • Service Agreement Reminders
  • Support Material Emails
• Improved performance on the calendar and creating/editing service calls.
• Service Agreement Edit.  On the Customer page, when you go to edit a Service Agreement you will have the ability to close out an open tune up, reopen a completed/closed tune up and create a tune up if one was not created (pre-9.0 bug).  Please note that we are working on a solution to allow everyone to delete duplicate tune ups.
• Calendar - shortened the time the grey "Creating Service Call" time block appears on the calendar to 5 minutes.
• FIXED - When switch to 9.0 Service Agreement, still able to renew old Service Agreement (3315)

Tuesday, March 19th

• FIXED - "Rescheduled" calls not appearing in Open Call list when first loaded
• FIXED - Invoice formatting when there are many line breaks in the customer notes, the notes bleed into the next section.

 

Monday, March 18th

• FIXED - Export Job Cost Report - error when generating PDF

 

Wednesday, March 13th

• FIXED - Dashboard issues for some customers where there was an error message at the top of the screen.
• FIXED - ESM Proposals not sending from the web/app (less than 25MB).  There were two problems related to the issue if the proposal contained attachments greater than 25MB.  The first issue is still being worked on, which is that proposal will not send.  The solution will be to put PDF icons next to the equipment or your company, that when clicked, will pull the brochure for display.  The second issue is that if you clicked "Email All" proposal options and one of the options was greater than 25MB, then none of the proposals would send.  This second issue has been fixed where the options less than 25MB are sending.
• FIXED - On the Repair List page, the Customer Description column is displaying the Repair name.
• FIXED - The Open Call Report when exported to Excel is blank.
• ADDED - Warning message on the Bulk Reminder Functionality that the Bulk Email are currently disabled until the opt-out functionality is completed. We are targeting the end of the month for this to be completed.
•  

 

Tuesday, March 5th

• ADDED - Schedule calls from iPhone or smart phone browser.  Now, you can access the P3 Command Center from a smartphone or tablet browser to schedule calls and perform other administrative functions.
• FIXED - Export fixes where hidden repair categories were still displaying tasks on the app after export/download.  Fixed for initial batch of clients.
• FIXED - Calendar display issues - for appointments in the first row of the calendar, when viewing the detailed information the box was cutoff; when the status was being updated by the techs in the field, the timestamp was not updating on the calendar.
• FIXED - Error when trying to update a closed call.

 

Friday, March 1st

• FIXED - There are instances where you try to add a service agreement for a customer and the service agreement you want is not in the list.  This also happens when you try to renew a service agreement that hasn't expired yet. What is happening is the service agreement in question has a range of 1 to 1 system.  As a result, the software is seeing that the first system is taken and it looking for service agreements with a range of 2 or more.  With 9.0 Service Agreement this is not an issue because the entire tier is on one plan.  However, for the pre-9.0 service agreements this is an issue.  As a fix, we allowed everyone to change the range on the pre-9.0 service agreements so that you can fool the system so that it will appear in the droplist.

 

Thursday, February 28th

• FIXED - Click to edit future service call and the calendar was defaulting to the current day
• FIXED - GPS Insight Integration

 

Wednesday, February 27th

• FIXED - Repair Tasks for Non-Displayed Repair Categories and Repairs are still displaying on the app
• FIXED - Renew pre-9.0 Service Agreement on the customer page, just spins

 

Tuesday, February 26th

• FIXED - Cannot create a service agreement from the Customer Page.
• ESM to P3 Invoice - the Invoice amount is always set to Cash price.  Will update to change to Finance Price (higher price) and then can be modified based on the customer's payment choice. (3312)

Monday, February 25th - 9.0.1

• APP - iOS Apps - missing "Payment Other" option
• APP - Android App - cannot add negative value on custom repair price
• APP - displaying inactive or non-displayed tasks
• APP - displaying system price even though overridden
• APP - displaying incorrect savings on invoice for pre-9.0 service agreements, if company has switched to 9.0 service agreements
• APP - accepting ESM proposal on app always setting invoice to "cash" price
• On the calendar, if you click the Week and Month view you are directed to the login page
• Invoice PO Number is not displaying on PDF version of the invoice
• Getting random "stack trace" errors - results from an Open Call with No Date
• Air Filter Program - prices will be updated based on shipping cost increase from USPS

 

Updates Released This Week

Wednesday, February 20th

• FIXED - Adding a service location to a customer is not triggering a QB Desktop sync
• FIXED - When rescheduling a new Service Call, the status being selected for the new Service Call is defaulting to the first status in the list
• FIXED - New support materials are not displaying on the app
• FIXED - Misc QBO issues
• FIXED - Misc individual client issues
• FIXED - the green export button was still allowing an export

 

Tuesday, February 19th

• FIXED - Click to edit a service call in the future/past, the calendar defaults to the current day
• FIXED - Unable to load tech photo
• FIXED - QB Desktop - the link to check customer duplicates is missing
• FIXED - MISC QBO Issues
• FIXED - When a new service call is created, if a new Customer is created at the same time, set the Customer's Lead Source to the Lead Source of the service call.

 

Friday, February 15th

• FIXED - Trying to change the invoice date to something other than the current date does not save the new date
• FIXED - Create new invoice from the web.  If you change the date before you click save, the date will revert to the current day.  However, if you then change it again and save, the date change will save.
• FIXED - Cannot delete equipment on customer record.
• FIXED - Timesheet Report
• FIXED - Air Filter Bulk Report
• FIXED - PDF Flat Rate saying Trial
• FIXED - When the short cuts are customized, they are being applied to the whole company as opposed to just the individual person.

Thursday, February 14th

• FIXED - More QBO Issues

Wednesday, February 13th

• FIXED - Misc QBO issues - customers, repair tasks and initial sync.

Tuesday, February 12th

• FIXED - issue with creating new repair tasks
• FIXED - ESM to P3 Invoice - cannot change/edit the price on the invoice.
• FIXED - When sending an appointment confirmation the copy of the email was not appearing in the customer's email log.

Monday, February 11th

• FIXED - Redirected old bookmark pages to the equivalent 9.0 new page.
• FIXED - ESM acceptance date appearing as blank when proposal acceptance on app.

Friday, February 8th

• FIXED - Leaderboard not updating daily
• FIXED - Service Agreement table - add an active column to see which agreement are active or inactive.
• FIXED - Create a new service call from the customer page, the green pin for the current customer is not being displayed on the map
• FIXED - In the customer search field in the header, make the enter key on the keyboard execute the search without having to move the mouse.
• FIXED - Added a spinner to the save Repair Task button on creation to prevent duplicates
• FIXED - Add a column to the service agreement table to better indicate which service agreements are on 9.0 and which ones were pre-9.0.
• FIXED - Invoice Customer Notes are bleeding into the terms and conditions.
• FIXED -Export - adding files/folder does not trigger sync.  However, they will sync when an export is triggered by other changes - repairs, pricing, etc.
• FIXED - Open call - lost the ability to create an Open Call with no date.
• FIXED - ESM Export/Sync is not getting pricing changes to the app
• FIXED - The dispatching setting to not include "Rescheduled - Need Fix" even though turned off is displaying those tickets in the open call list.
• FIXED - Dispatch maps are not fully displaying all appointments.

 

Thursday, February 7th

• FIXED - Some companies are reporting issues with loading the Customer File for a QB Desktop sync.  To avoid the errors impacting your QB customer data, please make sure to have the setting selected - "Do not import rows with Errors".  This can be found on the Preferences tab.  We would strongly advise not loading until the issues have been corrected.
• FIXED - P3 Invoices, the Customer Notes are left justified.
• FIXED - On the Invoice Report, remove the default to "Today" 
• FIXED - The QB Desktop IIF log link is missing.  It will be restored shortly.
• FIXED - Click Pay Now button in web, the layout was the old version.
• FIXED -  If Email Address is not required, do not display the red asterisk.
• FIXED - Can't turn off the Pre Appointment Survey Categories

 

Wednesday, February 6th

• FIXED - When editing service calls, sometimes the color of the appointment does not match the actual status.
• FIXED - Edit Service Call - sometimes displays Reschedule button.
• FIXED - Export Process
• FIXED - We have disabled the link from the Action Bar - "Receive CC Payment".  The page was giving the appearance it was taking the credit card when it was not.  Any transactions from this page on Monday February 4th and Tuesday, February 5th were never sent to Cayan for processing. 
• FIXED - Can't change the service call time stamps
• FIXED - Create an invoice from the shortcut - the popup to add a new repair task from the repair library is missing the plus button to create a new system if one doesn't exist for the customer
• FIXED - A couple of instances where calls marked for one duration take up a different duration on the calendar. (For any appointments that are currently displaying incorrectly, please do a quick update to reset the duration, re-add to the calendar and it will take up the proper amount of time on calendar.)
• FIXED - Service calls going grey on the calendar after an edit/addition.  Appointment is there but it does not display correctly on the calendar.

 

Tuesday, February 5th

• FIXED - QB Desktop Sync Issue - Customer Link
• FIXED - Creating a new customer from the service call screen - the coordinates are not being calculated so the appointment is not displayed on the map. 
• FIXED - ESM - can't email proposal from the app.  Web is working correctly so for the time being, sync to the web and then send from the web.

 

Monday, February 4th

• Server performance issues - general
• Server performance issues - customer list search
• Create Service Call from Customer Record, able to select any starting Status (3280)
• Ability to Save Open Call
• Ability to move Open Call to Assigned Call and Assigned Call back to Open Call
• Ability for a service call to stay assigned to a secondary location when scheduling from the customer record
• Changing status gave an error
• Fixed issue with trying to edit past, completed service call
• QB Desktop Sync Issue - page not displaying