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

Check it out and let us know what you think.

• • TECH AVAILABILITY
    You can now check the Tech’s Availability by clicking the Check Tech Availability button on the Appointments tab of a Customer Record. This new feature will allow you to check available appointment openings before you are ready to schedule.

• • CUSTOMER DASHBOARD
    We improved the look and feel of the top card on the Customer Dashboard to help streamline how the data is displayed.

• • ALARM.COM UPDATES
    We updated our Alarm.com integration to include Builder programs and Receiver numbers.

• • MY ACCOUNT
    Mobile carriers are now saving on My Account.

• • INVOICES AND RECURRING INVOICES
    Recurring Invoices and Invoices can now be saved without issue. We fixed an issue where, on occasion, when creating a Recurring Invoice or Invoice a “Type Error” would appear and prevent creation.

IMPORTANT ANNOUNCEMENT: In an effort to improve our product with more thorough and robust testing, we are moving our release day from Mondays to Thursdays. Also, just a quick reminder that we have a release every 2 weeks.

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

Check it out and let us know what you think.

• • AT-RISK CARDS
    Easily see your At-Risk entries due today, your recent At-Risk entries, and a summary of your At-Risk entries on the new dashboard cards now on your User Home.

• • DASHBOARD CATEGORY ICONS
    In anticipation for different category cards on the User Home, we have added an icon on the cards that indicate which category the card information pertains to. These icons are located on the top right corner of the cards and expand to show what the icon represents.

• • UPDATED ADD EQUIPMENT
    There are now more ways to Add Equipment to a customer record. You can now add a single item, multiple items, copy from package, or copy from invoice.

• • ORG CHART
    Org Chart uncategorized users are now visible on mobile.

• • DOCUSIGN
    Completed DocuSign envelopes are now locked and no longer editable.

• • ALARM.COM INTEGRATION
    We fixed a bug with our Alarm.com Integration that caused issues when trying to enable the connection.

• • INVOICE BILLABLE ITEMS
    We noticed that the Is Taxable option for an Invoice Billable Item was missing so we went ahead and added that in.

• • INVOICE PAYMENT
    When creating an Invoice, you can now go to make a payment on the invoice and the amount will now pre-populate to the full amount due on the invoice.

• • ADT WARNINGS ON IPAD
    Some ADT warnings were not showing up on iPads so we fixed so that they now show up.

• • EQUIPMENT PACKAGES
    When adding an equipment package the quantities were not being added correctly. We have fixed the issue so all quantities will correctly be applied where selected.

• • USER FILTERS
    The Filters on the User List are now working.

• • INVOICE FROM ORDER TEMPLATE
    Selecting the option to pre-populate an Invoice when applying an Order Template was not showing the Invoice unless you refreshed the page. We have fixed this so it now shows up without having to refresh.

• • INVOICE ON IPAD
    Invoice sliders are now functional on iPads.

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

Check it out and let us know what you think.
 

• • UPDATED CUSTOMER TAB
    All the information on the Order and System tabs have been combined and added to the Customer tab making it easier to view and get pertinent customer data all in one page.

• • ORG CHART
    Our first version of Org Chart is ready. Produce a visual representation of your personnel in hierarchal format. Reference contact information, Roles assigned to the User, and quickly jump to their individual User Record. Tell us what you think. Learn more…

• • COMPANY WORK ORDERS LIST
    You can now view and manage all Company Work Orders on one page. You can find this page on the Company menu.

• • COMPANY AT-RISK LIST
    Now available is the Company At-Risk page. View and manage all At-Risk entries on this page found on the Company menu.

• • COLUMN SORTING
    Several of our lists have columns that are sortable. We have added helpful arrows to show which can be sorted and to indicate the current direction the column is sorted by.

• • PAGINATED LIST TOTALS
    All Paginated Lists will now show the count of items per page as well as a total count of items at the bottom of the list.

• • GLOBAL SEARCH DEFAULT
    We have updated the Global Search to default to search by Customer first.

• • CREDIT SCORE CARD UPDATE
    Check out the newly improved Credit Score card on the Customer dashboard.

• • VOID PAYMENT
    We fixed an issue that was not allowing payments to be voided.

• • INVOICE PAID
    Paid invoices were showing up as not paid on the list of invoices. That has been fixed.

• • NEGATIVE LINE ITEMS ON INVOICE
    You can now have negative amounts on line items on invoices.

• • USER LIST FILTER
    We fixed a couple issues on the User List. The filters were causing issues where clearing the filters was sometimes required. We also fixed the bug causing some of the Groups not showing up in the Filters section.

• • ADT PRECHECK
    We fixed an issue what was causing users to run the ADT Precheck again that was previously done when going to shell the account.

• • CMS
    When shelling with CMS we will now surface a warning when no zones exist to help successfully link an account.

• • DOCUSIGN
    We are now showing DocuSign errors to help the user know what is missing or what the problem is with DocuSign.