Release 94 (6/26/2024)
Description: Job and Purchase Order number link in the Invoice
Previous behavior: When converting a Job with attached Purchase Order/s to an invoice, the Purchase Order was not associated with the Invoice.
Improved behavior: Now, when the Job is converted into an Invoice, all Purchase Order/s attached to that Job will be attached to the Invoice as well. By clicking on the Job and Purchase Order Number hyperlink, it will redirect you to the Job or P.O associated.
Description: Import List – Vendors
Previous behavior: Before, we do not have the option to import the Vendors.
Improved behavior: Now, we have added an option to import your Vendors List to Industrack via an Excel file.
Description: Adding Parts/Services/Equipment to a Job
Previous behavior: Before, when adding the same line item to the parts/services/equipment of the job we combine them automatically.
Improved behavior: Now, we have added a feature where if you add the same line item, it will ask you if you would like to add the same line item separately or combine them into one line item.
Description: Changes on Jobs Report by Customer.
Previous behavior: Before, the report would only allow you to select one customer at a time.
Improved behavior: Now, you will be able to select multiple customers when running this report and we have also added the overall Total for Estimated Duration and Actual Duration columns.
Description: New Report – Estimation by Office User
This Report will allow you to generate all estimates with their status by office user. This report will also show the total value of each estimate by status.
To view the Estimation by Office User Report, go to Reports Menu on the top> Click Estimations> on the drop-down click Estimation by Office User.
Generate Estimation By Status Report
You can filter the report by the following:
- Select User/s – The office user/s who created the estimates. You can select one, multiple, or all office users.
- Date/s – Estimates created date.
- After selecting the users and the start and end date, click on Get Report.
Description: Default Templates by Office User’s Preference
Previous behavior: Pre-created templates from the templates settings can be set to be company default however, when users create invoices or estimates they will still be able to select whichever pre-created template they would like to use.
Improved behavior: Now, we have also added a feature where we can assign default templates by office user level. So every time the specific office user logs in and creates invoices or estimates, the default template assigned to them will automatically apply to the invoices and estimates they created.
Assuming that you already have pre-created templates and would like to assign them by office users, go to Settings > Office Users > select the office user to edit > Preference Tab > Default Templates. Select the pre-created templates from each drop-down and then click save.
Description: Display all Field Employees assigned to the Job on the Timeline View when hovering
Previous behavior: Before, we did not show on hover from the Scheduling Module Timeline view all the field employees assigned to the job. We only show it from other views, like Day, Week, and Month.
Improved behavior: Now it should also show from the Timeline View.
Description: View Duplicated Customer in Customer Module
Improved behavior: Clients are now able to see if they have duplicated Customer Profiles and make them inactive in just a click.Criteria for duplication – Either Customer Number or Customer Name has to be the exact match.
From the Customer Duplicates list, you will be able to either View or Make the duplicate Inactive.
Description: Office User Permission to Delete Items
Previous behavior: When Office Users’ Role is Customized, they can delete items from modules they have edit access.
Improved behavior: Now, if the Office User’s Role is Customized we added a button that can be enabled or disabled for deleting items to the module they have access to.
Description: Changes to Vendors and Purchase Orders
Previous behavior: When adding a new Vendor, there is no option to add Contact First and Last Name.
Improved behavior: Now, we have added the option to add Contact First and Last Name. We’ve also changed the Vendor Name column from “Company Name” to “Vendor Name”
Previous behavior: When adding a new Purchase Order, in the Ship To address section you have to fill it out manually.
Improved behavior: Now, we have added a feature that allows you to select a customer from your Customer List or create a new customer from scratch. Once the customer has been selected, all customer info will auto-populate. If the customer selected has multiple service locations, all service locations will be available from the drop-down as well.
Previous behavior: The Purchase Order Preview does not show the client’s Company Logo and Info.
Improved behavior: We have added the client’s Company Info and Logo. We have also added the Customer/Company Name under Ship To details.
0 Comments