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

Check it out and let us know what you think.

 

New
    • 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.
Enhancements
    • 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.
Fixed
    • 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.