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

Check it out and let us know what you think.

 

New
    • 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…
Enhancements
    • 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.
Fixed
    • 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.