Release Version_8.3.3 - 09/25/2024
Bug Fixes:
- Resolved an issue with incorrect rounding of sales tax on payments, which resulted in payment amounts exceeding the actual invoice amount in Quickbooks and this discrepancy prevented payment exporting.
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Resolved an issue where proposals containing a 'period' in the job names were automatically downloaded when users attempted to preview them in the communication screen.
Feature Enhancements:
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Enhanced Communication Controls: Exclude Proposal PDFs by Default
A new user-specific setting that allows you to control whether Proposal PDFs are automatically included in your communications. Enabling this option will not include the Proposal PDF as default in the communication.
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Enhanced Communication Controls: Exclude Invoice PDFs by Default
A new user-specific setting that allows you to control whether Invoice PDFs are automatically included in your communications. Enabling this option will not include the Invoice PDF as default in the communication.
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Enhanced Communication from Unscheduled Service Listings:
A significant improvement to the work scheduler! You can now directly communicate with clients from within the unscheduled service listing. This streamlined process eliminates the need to navigate to individual service records, saving you valuable time and effort.
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Enhanced Plant Recommendations with Customizable Item List:
A new customization option for the plant recommendations dropdown list. This setting empowers you to tailor the list of items that appear when adding recommendations to jobs, providing greater flexibility and control over your workflow. By default, only "Service" is selected. This is because resources are typically set to default to the service, so when you add a recommendation to the job, it will automatically associate with the service. However, if you wish to include recommendations for resources other than the default, you can choose to add "Material," "Equipment," or "Employee" to the dropdown list.
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Enhanced Service Details with Job Name in Work Scheduler:
The ability to view the job name associated with each service. This enhancement provides greater clarity and context, making it easier for you to manage the job progress.
Improvements:
- Resolved a user interface issue where tooltips for mobile crew permissions remained visible even after switching to a different tab.
- Resolved an issue where the Save button failed to change to an orange color to indicate unsaved changes on the Batch Add Time track screen.
- Resolved an issue that caused delays in populating the services in the dropdown field when updating the clock-in and clock-out dates on the time track screen.