Version 11 is a major update to the software that is currently targeted for the late fall of 2020.  The functionality includes a combination of new functionality, updates and bug fixes.

New Functionality - Major ESM Updates - Existing Proposal Process

• Ability to create and edit fully - Brands, Series - (images, descriptions, etc)
• Ability to Edit and Delete Templates
• Ability to set Profit Margin per Model
• Ability to change "Finance"/"Cash" price labels
• Ability to set Install Materials as a "Price" vs a "Cost"
• Ability to create equipment on Customer record with Models from the Proposal, when accepted
• Ability to add Dealer Name to the Subject Line of the Proposal Email
• ESM Settings Reorganization
• Settings/Setup - Only Display Series/Models that are selected for the Brand
• Settings/Setup - Only Display Install Materials that are selected for the Equipment Type

New Functionality - New Proposal Process

• Streamlined Proposal Creation
• Ability to explicitly set Sales Tax on Proposals
• Ability to set Subs
• Ability to create "Matchups" - any combination of equipment, to be saved and reused 
• Ability to add Repairs to Proposals (compare cost of equipment to repair in Proposal)
• Ability to set a Sales Price of a Proposal (override the calculated price)
• Ability to email the Proposal Comparison screen in a PDF to Customer
• Ability to create own Equipment Types and add to proposal (IAQ, etc)
• Ability to create own Equipment Type Attributes

New Functionality - Non-ESM Updates

• Driving Directions - provide link from the Today's Call appointment to third party app to provide driving directions
• Email Marketing Integration - integration with email marketing provider (11.1)
• Rich Text Emails in standard email communication (11.1)
• QB Desktop Sync - change integration to be similar to QBO - single click sync (11.1)

Updates

• Service Calls - Setting to add email address to Calendar detail popup
• Online Scheduling - Notify multiple people in the company when a call has been booked online
• Service Agreements - Ability to "Cancel" a Service Agreement - change the end date to any date
• Service Agreements - Ability to put labels on the tune ups like "Spring", "Fall" 
• Reports - Invoice Report - Ability to Search on Check Number
• Reports - Service Call Report - Add Lead Source to Excel version
• Reports - Service Call Report - Add Search by Customer Name
• Reports - Customer Report - Add Created by Date to Excel version
• Reports - Equipment - Add more details about Customer to Excel version
• App - Prevention of duplicate invoices and diagnostics
• App - Ability to Sync an Invoice that has green arrows
• App - Create New Customer - Automatically Calculate the Customer Name
• App - Ability for Tech to send Invoice PDF version to Customer
• App - Ability to create On the Fly Calculated Repairs without an Internet connection
• App - Ability to designate if photos are stored in app only or also outside of the app on the device
• Customer Merge - Ability to merge the Customer and Service Location in a single step
• QB Desktop Sync - include check number on payments
• Admin - Ability to Create a "Super Admin" for a Company

Bug Fixes

• App -  Prevent in active service agreements from displaying on renew screen
• App - If the current day is the end date of the service agreement, the Customer record indicates the customer is not an active service agreement customer
• App - Click to edit repair, type in a note, then change price, note is removed
• Rebate functionality

Postponed Updates

This list contains updates, whether new functionality or bug fixes, that was originally planned for 11.0, that was ultimately moved out of the release and will be included in a future release.

• Service Agreements - ability to renew a set of agreements (downstairs/upstairs at the same time)