Release Notes 9.13.2022

CUSTOMER ACCOUNT UPDATES

Customer Equipment

• Moved Equipment to its own tab in the customer account in the Admin portal & Tech App.
• Updated the view for Equipment in the Customer Portal.
• Updated the equipment capture forms across the Admin Portal and Tech App.
• Added the ability to Archive/Unarchive equipment within customer accounts in the admin portal.

Service History (located within customer accounts)

• Enhanced Service History listing to include filtering, sorting, and pagination in the admin portal. Improvement to page load times in Admin Portal.
• Added an address filter to the service history list in the admin portal.

BETTER REPORTING

Customer Equipment Report

• Users are now able to filter by Zip Code, Equipment Type* and Component Type* for more targeted marketing reports.
• Updated columns to include Equipment Name (previously called Type), Equipment Type*, and Component Type.*
• *Note: These filters and columns will apply in future releases.

Pending Revenue Report (New)

• Admin users are able to view jobs with quotes that do not have a finalized invoice. This will allow admins to forecast revenue, target opportunities that have not yet been closed, and compare volumes of quotes to actualized revenue.

Customer Contact Report

• Added customer-created date column to the Customer Contact Report.

BUG FIXES

• Added appointment ID to automated comments, so following a job’s history is easier.
• Automated emails will now include company name in the “From” field.
• Fixed a bug where the calendar on the date picker may incorrectly display all “1s” in the month view.
• Fixed a typo in the dispatch strategy setting in the admin portal.