New Features:

• New ‘Locked’ feature for billing contacts prevents work being scheduled for that contact
• Products now support a ‘cost’ that is visible when setting prices
• Now available – optional Excel format for invoices
• Automatically attach item quantity based on the count of equipment at the visit location
• Added fields for hire date and birth date to users
• Option to notify account managers of changes to their schedules
• Ability to deactivate users without deleting them
• Notes can now be added to visit summary
• Advanced date filters search dates ‘within’ (Ex: within the last 5 days)
• File naming of work quotes now includes the work quote number
• Adjusted Certification types to have an associated state (optional)

Additional Updates:

• Changes to item import: item lookup will favor the item number now to determine update vs. create
• Forms now record equipment (changes to the equipment after the form is entered will not affect completed forms for that same equipment)
• Corrected equipment custom validation and conditions
• Fixed issue with ‘Delete’ equipment function on the Customer profile