9.0.2 Release
Bug Fixes
- Renewals - ability to renew for the original agreement price
- Fixed issue where multiple erroneous system names were being added to the auto tune up description
- Fix of duplicate/triplicate tuneup, missing tuneup, Tune Ups Owed and Completed count issue fix etc. This will be fixed for those who use 9.0.2 version and whatever the service agreement create there after. For service agreement and data already created we need to fix manually or through crone.
- Service agreement pricing issue, SA column not highlighted
- Service agreement pricing issue - Correct tier not picked when delete/decline item from cart.
- Fixed the service agreement issue where the tunups are resetting while edit from web
- Add service agreement to an invoice from app, status is Not Authorized, sync, and then another tech pulls the invoices and marks the invoice as completed, the service agreement is not being created
- Add service agreement to an invoice from app, status is Not Authorized, sync, and then from the cloud mark as complete, the service agreement and tune ups are created but the counter in the service agreement table is wrong
- Service Agreement Dashboard when exporting the Sales Report it does not always include the name of the tech that sold the agreement
- When deleting a Service Agreement and selecting the option to delete the associated tune ups, it does not delete the tune ups
- Can't set price on 9.0 Service Agreement to $0
- 9.0 Service Agreement when sold for multiple systems, in the invoice, multiple "contracts" are being created - one for each system, instead of a combined contract
- Sometimes the description of the Tune Ups is repeating the System name
- If you edit the Service Agreement on the customer record it will create duplicate Tune Ups.
- Cannot create service agreement for the future
- Ability to mark all tuneup completed when a call closed. If not, it will close original call and create new call for pending systems
Updates
- Service agreement renew - New flow and screen in both app and web
- Service Agreements - Location versus Customer based price tiers
- Do not allow the deletion of an auto tune up call
- Ability to Edit/Fix the Service Agreement - create new tune ups, remove duplicate tune ups, etc
- Added new renew screen in service agreement dashboard
- On the customer record, Service Agreement table, we are adding two columns - Created By and Created Date - so that we can all have visibility to who created the service agreement and when. Often times Service Agreements are being back-dated or set for a future time and it creates confusion when trying to troubleshoot.
- On the customer record, Service Agreement table, we are adding the Date Created to see when the service call, most notably the service agreement tune up was created.
Non- Service Agreement Updates
- Calendar Time Frame Not Defaulting to Start Time
- Creating proposal crashes the system
- ESM Emailed Proposals not displaying in Customer Logs
- ESM - Proposal Number
- Cannot run QB Desktop Initial Script
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