9.0 - New Feature Summary
This article contains a list of all new features in 9.0. Click the highlighted features to learn more about them.
- New Layout & Reorganization
- Dashboard
- Leaderboard
- Action Button
- Short Cuts
- Create Service Call from Calendar
- Create Service Call Direct
- Create Invoice Direct
- Recent History
- Service Agreement Improvements
- Customer Search in Nav
- No More Contacting Support to Reset Technician
- Customer Report - Search by Created By/Added Date
In addition, there were several updates to the ESM:
- Custom Proposal
- Proposal #
- Email All Proposal Options
- Remote/Online Acceptance
- Convert ESM Proposal to P3 Invoice
- Auto creation of Open Call for Installation
- Multiple Finance Options
- Customize Email From Address
- Ability to Disable Technician Info
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