V3 development is ongoing. We hope you are liking what you see!

Check it out and let us know what you think.

• • COMPANY DASHBOARD CARDS
    Company Dashboard Cards are now in V3. Our initial release of these dashboard cards includes: Today Sales (summary) card; Top Sales Reps; and Today’s Appointments for the Company. We continue to work on new Company Cards and your feedback on that is greatly appreciated.

• • DASHBOARD CARD PERMISSIONS
    Company Cards, as explained above, as well as all other Dashboard Cards will now have their own Permission Settings. Please make sure to update these on your groups for users to be able to see these cards.

• • SALES TAX EXEMPTION GRANT
    We added a new permission for Sales Tax Exemption Settings in the System Management Permissions category. The new Manage grant allows the user to manage these settings.

• • CALENDAR UPDATES
    We have improved the design for the Company Calendar making it easier to use. We also added the ability to see more than 1 day at a time and easily navigate through those days.

• • ALARM.COM IMPORTS
    Importing Customers from Alarm.com now includes Business/Commercial names. We also added a Sync function to it that will import updated information on existing customer records.

• • ALARM.COM INTEGRATION AUTHENTICATION FIELD
    We have added the ability for you to add your 2-factor authentication ID in the Alarm.com integration settings to connect your account.

• • LEADS SEARCH
    The global search now includes Leads. You can now search for Leads by Name, Phone, Email, or ID.

• • PAYMENT RECEIPT
    Aside from the Global Settings option to default send receipts on payments, you can now send a receipt on a per payment basis.

• • WORK ORDER DELETE PROCESS
    When you delete a Work Order, you will now be prompted to select any associated appointments that you would like to delete at the same time.

• • RECURRING INVOICES AUTO SELECT PAYMENT METHOD
    When creating a Recurring Invoice, the default Payment Method will now be auto-selected.

• • GLOBAL SEARCH
    Searching by account numbers that contain letters was causing issues in the Global Search. That has been fixed.

• • CREDIT REPORT PREVIOUS ADDRESS
    Using the Previous Address when running a credit check now works with no issues.

• • USER TAGS
    User tags are now being saved as User Tags and working as expected.

• • ALARM.COM ADD ONS
    Alarm.com Add On packages are now updating correctly.

• • REPORT NOTES
    Some Report Notes are now showing in plain text instead of HTML.

• • TECH/APPOINTMENT NOTES
    Tech Notes are now showing when viewing Appointment details. Likewise, Appointment Notes are showing on Tech Today and Tech at Work.

• • INVOICE BILLABLE ITEMS
    We fixed a few issues with Invoice Billable Items so now retail prices and tax rates are now correctly populating on invoices, quotes, etc.

V3 development is ongoing. We hope you are liking what you see!

Check it out and let us know what you think.

• • LEADS
    The long-awaited Leads feature is now available. Create Leads from the Create menu. Additionally, find Leads added to the main menu. Learn more…

• • ELECTRONIC DOCUMENTS
    A long requested feature — Support for multiple Electronic Document Provider accounts is now available. Additionally, create and access multiple envelopes on a customer. You will also notice we updated the naming of this feature from DocuSign to Electronic Documents. Learn more….

• • GLOBAL SEARCH FOR BUSINESS NAME
    You can now search for customers by Business Name. You can do this by searching for a Customer by Name on the global search. The results will now list Business names for commercial accounts.

• • IS TAXABLE
    We fixed an issue with the Is Taxable feature on Billable Line Items.

• • GLOBAL MESSAGE
    Closing the Global Message no longer causes issues with use of the software.

• • ALARM.COM IMPORTS
    We had a few hick-ups with our new Alarm.com Imports feature, but those have now been fixed and the feature is ready to be used.

V3 development is ongoing. We hope you are liking what you see!

Check it out and let us know what you think.

• • EQUIPMENT FILTERS
    As requested, we have added filters to the Company Equipment List.

• • UNINVOICED ITEMS ON INVOICE
    When creating an invoice, you can now add any equipment items on the Customer record that have not previously been invoiced. Simply select the Add Uninvoiced Items slider on the first step of creating an Invoice.

• • INTERACTIVE SERVICE PROVIDER DISABLE
    You can now successfully disable an Interactive Service Provider Integration on Company Settings.

• • INTERACTIVE SERVICE PROVIDER SHELLING
    You no longer need to refresh the page when shelling an account with the Interactive Service Provider.

• • RECURRING INVOICES
    There are no longer issues with Recurring Invoices when trying to create a second Recurring Invoice with the same data as the first.

• • EQUIPMENT ITEM RETAIL VALUE
    Equipment Packages will now use the equipment items Retail value.