Version 17.0
Version 17.0 is focused on Business Automation. With this functionality companies will be able to setup Automated Campaign and Business Rules that trigger the Broadcast of Email & Text Templates to your Customer base. With this functionality you will be able to do things like send a weekly email to Customers with overdue invoices, send a promotion to customers that have not scheduled a service call in 2 years and much, much more.
- Email Communication Update
- Software Survey - Phase 1 Enhancements
- Version 17.0 Overview
- Service Agreement - Quarterly Billing
- Report - All Invoices not linked to a Service Call
- Add Snapshot for Revenue by Service Call Type
- Ability to tie an Invoice created by Admin to a Technician
- Add secondary phone number when adding new customer via Calendar
- Display the File Description in the Upload File table
- Display Grand Total Owed for all locations as well as individual location
- Ability to include the ESM Proposal PDF as attachment (like invoice)
- Ability to Sync Proposal from Proposal Page
- Labor Warranty Field
- Ability to Attach Files from either the Upload File section or straight from device
- Add back button to the Service Call after payment
- Ability to send multiple diagnostics without an invoice
- Ability to put Diagnostic images into the Upload File section
- Add Button on Diagnostic to go straight to Invoice
- Add Save/Sync buttons on the Diagnostic Report page
- Ability to email images from Upload File section
- App - Ability to add Customer Record Tags
- Display Forever Notes on Customer Details
- Make Service Call Description and Tech Notes copyable
- Make Address a hyperlink and will give three options: View Map, Get Driving Directions and Text Address to Technician Cell
- Hyperlink Customer's Phone - Click to Dial