Hey guys! Hope everyone had a good week. Here is what we have been working on for the past few weeks...
Web App:
Created a Recycle Bin for all deleted items and created the ability to restore deleted items
Added page break in PDF printout from Job Summary
Created a Remove from Schedule button for recurring tasks (Maintenance Contracts)
Added ability to bulk-edit recurring Calendar events
Enhancements to the Calendar Event Popup
Resolved bug Linking Cost Codes from QuickBooks Online
Made updates to Table Headers
Added Company name to the QuickBooks Online Customer Linking Popup
Removed the restriction to save a new Property until the User edits a field
Resolved issue with auto-scrolling back to the top when pasting text in notes in a Project
Resolved Save button not activating when entering workarea/task notes
Fixed Time picker issue
Optimized Projects for performance issues in large jobs
Resolved issue with reconnecting to QuickBooks Online account
Mobile App:
Made adjustments to Calendar
Added Swipe to Refresh in a few screens
Made the Lunch deduction checkbox button larger
Added Item Catalog in the menu
Added new popup menu element in Jobs
Visual improvements on Job Screens and Customers/Properties
Added ability to filter and search by Job status in the Project, Service Ticket, and Maintenance Contract list screens
Web App
Created a Recycle Bin for all deleted Items and created the ability to restore deleted Items
We created a Recycle Bin for deleted Items. This includes any time you delete the following:
Customers
Properties
Tickets/Projects/Estimates
Items in Item Catalogs
Timesheets
Templates for Item Catalog
Service Packages
Users
The deleted Items will remain in the Recycle Bin unless you manually delete them from the Bin. This will allow you to restore deleted Items at any time with ease.
The Recycle Bin is located under System Setup in the left sidebar menu. You can click into it and choose what category you are looking for (Customers, Items in Item Catalog, etc) and then search for deleted Items, and restore them if you wish to do so.
Added Page Break in PDF printout from Job Summary
We have created another view that takes all Items from the Job Summary Report and breaks them out by workareas. There are page breaks in the Actual Items list and Labor list for each workarea.
Created a Remove from Schedule button for recurring tasks (Maintenance Contracts)
We added a Remove Schedule button in the scheduling popup for maintenance Contracts. If the user selects this action, this will remove ALL scheduled events for this Maintenance Contract.
We also added little trashcan icons on each task/event to clear the scheduled date of one individual task at a time.
Enhancements to the Calendar Event Popup
Split time and date fields
In the Calendar, when clicking on a Calendar Event, we added two features to the popup module. This only pertains to Calendar Events that are not all-day events.
Time is now split out into its own field.
Bulk edits to recurring task events
We added the functionality of doing bulk edits to recurring tasks. For instance, if you change the time or the assigned foreman of a recurring task event, it will now ask you if you want to update:
This one event
This event and all future events
All events
This only pertains to Calendar Events that belong to Recurring Tasks from a Maintenance Contract.
If a user attempts to "remove from schedule" a Calendar Event they will be given the following options:
Remove only this event
Remove this event and all future events
Remove all events
Resolved bug linking Cost Codes from Quickbooks
The Popup below was showing everything: Items, Inventory Items, etc. This Popup should only be showing Services of the Products ad Services section in QuickBooks Online, so we did some filtering and resolved this issue.
Make updates to Table Headers
Here are the updates that we made to the Table Headers:
1. Estimates
Removed the Division field and replaced it with the Estimated Final Price (total price of Estimate)
Removed the Estimator Column and replaced it with Estimate Pending/Lost Status
Added a column with a checkmark to indicate it has attachments. If no attachments, it simply will not show a checkmark
2. Projects
Removed Division column and replaced it with Final Price
Removed Estimator column and replaced it with status icon and text
Added column to show Scheduler's Display name
Added column with a checkmark to indicate it has attachments. If no attachments, it simply will not show a checkmark
3. Tickets
Replace the Completed column with the Ticket Status column
One status icon for each status contained in that ticket's tasks. If it has 5 tasks, and 3 different statuses among those 5 tasks, 3 status icons will be shown to represent each status.
Removed Divisions column and replaced it with Ticket Final Price
Removed Sold column
Added column to show Scheduler's Display name
Added column with a checkmark to indicate it has attachments. If no attachments, it simply will not show a checkmark
4. Maintenance
Removed the Status column and replaced it with a column that shows Pricing Type
Removed Division column and replaced it with Maintenance Contract Final Price
Added column to show Scheduler's Name
Added column with checkmark to indicate it has attachments. If no attachments, it simply will not show a checkmark.
Added Company name to the QuickBooks Online Customer Linking Popup
Previously on the QuickBooks Online Customer Linking Popup, if there wasn't a first name or last name and only a Company name, it wouldn't show anything in the Popup. We added the Company name. So now when you search a Company Name in the Linking Popup, it will be visible.
Removed the restriction to saving a new Property until the User edits a field
In the early days of building the program, we added the restriction that when a user is creating a new property for a customer, they were not allowed to save until they had made a change in at least one field. This was to ensure that they were reviewing the address and that it was correct. Since we have implemented the Google Maps address auto-complete, incorrect addresses or typos are extremely rare. So we have removed that restriction.
Resolved the issue with auto-scrolling back to the top when pasting text
Previously, we had an issue that when the User pastes text into the Customer Invoice/Proposal Description text, it auto scrolls to the top. That issue is now resolved.
Save button not activating when entering Workarea/Task notes
When the User was entering notes in the Instructions to Tech field, it didn't activate the Save button and didn't warn the User to Save before leaving.
Solved issue with Save button not graying out
When marking a Visit as Reviewed in a Project and then saving, the Save button was not graying out as it should.
Fixed the Time picker issue
Some Users were unable to select AM/PM on the time picker. When a User clicked on a Calendar Event to assign a new time and selected the time (hr/min) before selecting AM or PM, the AM/PM didn't respond. This issue is now resolved.
Selecting :00 as the minute on the time picker produced an error
This only happened in certain scenarios and has been resolved.
Optimized Projects for performance issues
Large projects that had a lot of workareas, visits, and items had some performance issues.
We did some restructuring in the backend to create some optimizations. We have increased performance and responsiveness by up to 10x in some scenarios.
Resolved issue with reconnecting to QuickBooks Online account
There was an error when reconnecting the QuickBooks account to an account before the refresh token had expired. The issue appeared only when the user disconnected from QuickBooks and tried to connect again. This issue has now been resolved.
Mobile App
Made adjustments to Calendar
We made some new adjustments to the Calendar in the mobile app. Here are the following updates:
Added a search bar at the top of the page. Search query includes Customer Name and Job Name.
Added a filter in the top right corner beside the search bar. This new filter will show filters for all the same parameters as in the Calendar sidebar: Division Group, Status, Foreman, and Salesperson (if the Consultations toggle is on).
Enhancements on the Calendar Event page include the following:
Added quick icons to Call, SMS, Email, and Navigate
Replaced Job Name in the header with Customer Name
Added a tabbed view (Schedule and Info)
Made Customer Name clickable and linked to Customer Profile
Made Job Name/Number clickable and linked to the Job
Made Property Name/Address clickable and linked to the Property
Added a button to open the Job Details screen
Added swipe to refresh
We added swipe to refresh to the following screens:
Job Details
Items Summary
Workarea Estimated/Actual
Individual Item Entries Screen
Edit Item Screen
Made the Lunch Deduction checkbox larger
Added Item Catalog in the menu
We added an Item Catalog to the left sidebar menu that is searchable and filterable by tag and category.
Added new popup menu in Jobs
Visual improvements on Job Screens and Customers/Properties
Customer
Customer/Company name shown at the top above the quick action icons
Popup is shown when the User hits Navigate. This popup asks the User which property they want to navigate to.
SMS message icon updated
Added tabbed view (Contact and Info)
Customer Contact
Billing Address shown
Emails saved to the Customer
Phone numbers saved to Customer
Added icons to instantly email, call or message those numbers
Made the address, emails, phone numbers, Customer name, and notes copy/pastable
Customer Info
Added toggles for Active Account, Lead, and Customer (Only Lead and Customer toggle can be on at once, they can't both be on at the same time)
Date stamps shown for the date this entity became a Lead and became a Customer
Lead Notes and "Where they heard about us" toggles shown
Tags
Property Screen
Property address (street, city, state, zip) with the navigate icon made copy/pastable
Google Maps pin of the property shown. Added in the Map/Satellite selector. Satellite is shown by default
Added in fields for gate codes (copy/pastable)
Property notes shown
Thumbnails of attachments shown in a side to side scrollable view
Property tags shown
Added ability to filter and search by Job status in the Project, Service Ticket, and Maintenance Contract list screens
The mobile app now filters Estimates, Projects, Service Tickets, and Maintenance Contracts by status. You can swipe side to side to filter jobs by the status you want.
That's it everyone! Enjoy the feature updates and let me know if you have any feedback or comments. Always love hearing your input.
Make it a great day!