February 2016 Update

All Plans:

  • We have added a Job Name/Description field to Projects. Many of you have asked for a place to describe the job or enter a Branch or Office number when doing work for General Contractors. Well this is the place. Use it for job control numbers, special contact information, branch or store numbers. It’s searchable and prominent on the project screen. Add it into your document templates using the {project_name} token.
  • If you are looking for the Manage button, it’s now the More button. If you are looking for the Cancel button, it’s now under the More button.
  • Need a place to enter materials or work description that appear on the Work order but not the Estimate? We have added a Line Item Notes field for that use. It’s a great place for the Estimator to capture field details that will be useful to the work crew. These notes will only appear on your Work Order documents.
  • Ever click the cancel button when editing a line item or project note and lose your changes? Not any more, you will now get a Warning when hitting Cancel button if you have any unsaved changes

Professional and Enterprise Plans:

  • We have been VERY busy with the Schedule Calendar
    • Project address now displays on the Day and Week Schedule views
    • Assignments and Tasks with Start and End times available in iCal link
    • Non-Project tasks can now be marked as Complete and will not show as late once marked complete
    • Calendar subscriptions are now available for each Employee. Simply subscribe to all the employees you want displayed on your device calendars.
    • There is now an option to show past and completed Tasks on the calendar when you need to see what occurred in the past
  • The new All Projects option on the Projects screen allows you to search all projects with one fast efficient search. Search Leads, Active, Complete and Canceled projects all at once.
  • Paint Template will now use the new Work Order Notes field for the Hours and Gallons amounts so that you don’t have to check and uncheck the option
  • New Document Template and Email Template tokens for: {project_assignment_datetime} which will display the date and optionally the time if one was entered; {project_name} which will display the new Project Name field; {sender_name} which will display the email sender’s first and last names.
  • Email Templates with the Type None will no longer appear in the Email Template drop down list so the list can be kept to non-follow-up campaign templates

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