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.

 

New
    • 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.
Enhancements
    • 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.
Fixed
    • 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.