Inventory Management (BETA) : Please contact us if you wish to test this new feature with us. Inventory Management is brand new functionality that helps you track Parts across your Depots, and manage Quantities & Movements.
- Parts & Services section now has the following items: Category, Item, Reference, Price, Tax, Tracked item (yes or no), Quantity and Minimum Quantity
- Depots can be central, local and mobile (technician). They keep track of Pending requests for parts
- Quantities & Movement manage on a single screen all part movements between Depots
Job: a Suspended Job can be reassigned to a different technician
Attachment: in addition to Customers, Attachments can be added to Sites and Equipment
Schedule: Unavailabilities are differentiated from Activities on the Schedule view
Typed Custom Fields: Custom Fields can be easily added to Jobs, Customers, Sites, Equipment or Users. For each field, you can now specify a Type (Text field, List of values, Date, Numeric, Check box or Auto-complete text).
Table view: by popular demand we have extended the "Filter by keyword" search field to Custom Fields on all the table views
User defined landing page: each user can now define according to its preference which page will be loaded by default after logging in.
Footer customization: you can now define your own footer style for document export (Job Reports and Invoices). For each zone (left, central and right) you can insert any of the following information: Text, Job #, Date scheduled, Date Carried out, Date, page number, number of pages
Invoice: An invoice can now be assigned to a different customer. This can happen when the invoiced client is different from the client for which the job was carried out
Photo gallery: a new tab can be activated to display and export photos based on selected filters such as: Customer name, Job type, Project name and for a given date range. Due to a potential high transaction volume this option is activated on a case by case review and will be charged separately. Please contact us for more information
Attachment: in addition to Customers, Attachments can be added to Sites and Equipment
Schedule: Unavailabilities are differentiated from Activities on the Schedule view
Typed Custom Fields: Custom Fields can be easily added to Jobs, Customers, Sites, Equipment or Users. For each field, you can now specify a Type (Text field, List of values, Date, Numeric, Check box or Auto-complete text).
Table view: by popular demand we have extended the "Filter by keyword" search field to Custom Fields on all the table views
User defined landing page: each user can now define according to its preference which page will be loaded by default after logging in.
Footer customization: you can now define your own footer style for document export (Job Reports and Invoices). For each zone (left, central and right) you can insert any of the following information: Text, Job #, Date scheduled, Date Carried out, Date, page number, number of pages
Invoice: An invoice can now be assigned to a different customer. This can happen when the invoiced client is different from the client for which the job was carried out
Photo gallery: a new tab can be activated to display and export photos based on selected filters such as: Customer name, Job type, Project name and for a given date range. Due to a potential high transaction volume this option is activated on a case by case review and will be charged separately. Please contact us for more information
