Release note January 17th, 2013
For Administrators:
Additions
- New Customer view
- Functionality to manage job appointment conflicts
- Integration of Push technology to notify technicians equipped with an Android or iOS mobile device
- Regional Settings Management: Date format, Time format, Numerical format and Currency
- Customer portal: Provide your customers with a read-only secure link to view job or customer information. Your customers can also request a new job
- Quotation and Invoice Management: Create quotations and/or invoices from scratch, or using the parts/services usage recorded in the field. Track if Invoices have been sent, paid, etc.
- Integrated tutorials (January 23rd)
Updates
- Many design and workflow tweaks to increase your productivity: More compact display, new icons, optimized navigation, etc.
- Import/Export functionality: supports various CSV formats for import and export. Capability to export to Excel. PC and Mac encoding support
- Improved job report design view: Define fields as private or public to gain better control on the information you share with your customers
- Improved license management module
- Improved the map view
- Updated web services
For Mobile Terminals:
Additions
- New job creation function
- Receiving Push Notifications (Soon – will be available when our updated clients are released)
- Customer phone numbers are clickable: launches the telephone application and calls the customer
- Customer address is clickable: launches the map application and show the customer location
- Custom field values are now visible next to the job information
- Photos: photos taken are saved in the device’s photo gallery
- Photos: new function allowing the device’s camera to capture barcodes and QR codes (iOS only)
