V3 improvements and development are ongoing. We hope you are liking what you see.

Check it out and let us know what you think.

• • DOCUSIGN
    DocuSign for V3 is now ready to be used. We improved the UI to provide a better user experience for users. Learn more…

• • SCHEDULING PROFILES
    New for V3 we have implemented Scheduling Profiles. Scheduling Profiles will filter the technicians available for appointment by factors such as location and availability. Learn more…

• • SLOT SCHEDULER
    Using Scheduling profiles, you can now select Slot Scheduler when setting up an appointment. Slot scheduling allows you to select a date and time slot for an appointment. The system will then find the available technician and assign that technician to the appointment. Learn how…

• • CUSTOMER WARNINGS
    Customer Warnings can now be seen at the top of every customer record page. Learn how…

• • CREATE CUSTOMER WIZARD
    We have made some improvements to our Create Customer Wizard including adding a Back button to every step of the wizard.

• • CUSTOMER LIST PAGINATION
    We have added pagination to the customer list. You can now easily navigate from first to last page and anywhere in between.

• • CREATE CUSTOMER WIZARD BUGS
    A few things in the Create Customer Wizard were not working the way they were meant to, so we fixed those.

We continue to work hard to improve our software as we also work hard to complete V3. Working together with our customers to focus on their needs and feedback has allowed us to make needed improvements and additions. This includes improving the Create Customer Wizard by adding a few helpful steps. We also added the ability to apply policies directly to the user. This, plus more. See below for details on this release.

Check it out and let us know what you think.

• • CREATE CUSTOMER WIZARD – UPDATED
    We added a few helpful steps to the Create Customer Wizard. Payment Methods, Work Order, and Schedule can now be completed as part of the creation of a customer. Also, at the end of the wizard you can now go directly to the shelling window with pre-filled data. All this will make it easier to get a customer created and shelled in a seamless process. Learn how…

• • USER POLICIES
    We added the ability to apply policies to the user and / or override group policies on a per user basis. Learn how…

• • REORDERD LISTS
    We have changed the order on lists such as Notes and Tasks to show the newest item at the top of the list.

• • TAGS ON EVERY CUSTOMER PAGE
    Customer Tags will now be easily available as we added them to the top of every screen on the customer record. Learn how…

• • CUSTOMER DASHBOARD
    We have made some general improvements to the Customer Dashboard such as allowing notes to be opened directly from the customer dashboard. Learn how…

• • PRECHECK
    We fixed an issue with the Precheck button where it was not resetting when a the account was unlinked.

• • SCROLLING
    We fixed an issue that was causing problems with scrolling.

• • INSTALLED DATE TIME ZONE
    We removed the time zone from displaying on the Install Date on a customer record.

“Quality is never an accident. It is always the result of intelligent effort.” – John Ruskin

We are grateful for all the feedback we have been receiving and would love for that to continue. Along with the helpful feedback which we work to incorporate into our software, we also work hard on testing and continually improving our software. This release has a few new features, improvement, and fixed bugs. Thanks for helping us make our product better. Keep the feedback coming!

Check it out and let us know what you think.

• • CANADIAN ADDRESS
    We updated the State/Province and Zip/Postal Code to accommodate Canadian Addresses.

• • CUSTOMER DASHBOARD
    We have developed the first version of the Customer Dashboard found on the left navigation on the customer record. Learn how…

• • INACTIVE TAGS
    Even though inactive tags do not show up on lists, they will now show up only on customer accounts where they had been previously applied.

• • INACTIVE FIELDS
    We have removed all inactive fields from all dropdown lists to avoid confusion.

• • WARRANTY NAME AND DURATION
    We added the Warranty Duration next to the name on the Warranty Term field. Now, you will see the warranty term name and duration in parenthesis next to it.

• • WORK ORDER SCHEDULING
    We fixed an issue on mobile that was not allowing scheduling appointments from a Work Order.

• • ADT PRE-CUT-IN AND CLEAN-UP
    We fixed an issue where the Pre-Cut-In and the Cleanup pages were not saving.