V11.0.39.0 Release Notes

Sep 7, 2022 11:59pm

  • New Feature: Location Selection within Schedule: When Default location is selected within User Settings, users now have the option within the Schedule screens that the default location will be utilized and remembered. Proven Jobs Location Selection
  • New Feature: Encircle Integration “Sync Media” Auto Selection: Within Settings à Company Settings à Integration and within the Encircle integration section when “Sync Media” is selected the system will auto select import photos and documents. Proven Jobs Encircle Sync Media
  • New Feature: Percent Complete (% Complete) in Control Center: Within the Proven Jobs Control Center users will now have an additional column option of viewing % Complete. Proven Jobs % Complete within Control Center
  • New Feature: “Royalty Report” Invoice Total Column: This update is for Franchise Companies only, the column of “Invoice Total” has been added to the Royalty Report by Receivables. Proven Jobs Royalty Report Invoice Totals
  • New Feature: Discount on Invoice QuickBooks Online: QuickBooks Online users will now have the ability to import discounts from invoices into Proven Jobs. Proven Jobs QuickBooks Online Discount
  • New Feature: “Payroll Time” and “Time Sheet Style 2” Report – Location: The addition of the Location Parameter to the “Payroll Time” and “Time Sheet Style 2” Report Proven Jobs "Payroll Time" Report and Proven Jobs "Timesheet Style 2" Report
  • New Feature: “Referral” Report - Estimated Revenue: Users now have an additional column within the Referral Report of Estimated Revenue. Proven Jobs Referral Report
  • New Feature: “Employee Certificate” Report: New Report available. Proven Jobs Employee Certificate
  • New Feature: Extended Contact Methods: Users now have an option within Company Settings to define if they wish to utilize extended contact settings. Proven Jobs Extended Contact Methods
  • New Feature: Modification of “Completed” to Status within Control Center: Change column name from "Completed" to "Status" on Control Center Notes and Schedule tab. Proven Jobs Status Column
  • New Feature: Drag and Drop Toggle: Previously Proven Jobs web released our Drag and Drop option within the Attachments tab, in conjunction with this feature, Proven Jobs now has the ability to turn this feature On or Off within the Job file. By Default, the feature will be set to off, users can toggle to on to utilize the drag and drop feature within the job file. Proven Jobs Drop and Drag Feature
  • Additional Feature: Mobile Picture Size Disclaimer: The addition of the Mobile Picture Size setting disclaimer is now available. Proven Jobs Mobile Picture Size
  • Fix: on emails if same recipients assigned To, CC will get ignored.
  • Fix: on Custom Forms Security within the Mobile App. Previously any users had the ability to view Custom Forms within Mobile. Additional security has been enabled within the User Role Settings that will enable administrators to enable View to be selected in order for users to be able to View the Custom Forms within the Mobile app this option previously only applied to Proven Jobs web settings.
  • Fix: for To Do completed on Proven Jobs Mobile App, when an Assignee receives the To Do completed notification when completed in Proven Jobs mobile, if the assignee is not added as a notification recipient they will not receive the completed To Do Notification.
  • Fix: on Job showing financials of data from another job when two tabs opened.
  • Fix: on To Do - Reply link in the To Do reply from e-mail notifications does not work
  • Fix: on next job workflow sequence is not automatically triggered if completed by End trigger is an attached image.
  • Fix: on Symbility - not creating a WO for separate Overhead and Profit.
  • Fix: Date Time format display in timecard approval page to be more consistent.
  • Fix: on Proven Jobs web to QuickBooks Desktop Removing 1st line address of a 2 or more lines address and syncs that information incorrectly.
  • Fix: on WorkFlow - End trigger file is attached multiple times if save button is clicked more than once.
  • Fix: on Company Settings not loading when Proven CRM and dispatch features are enabled but no data record exists.
  • Fix: Within Relationship àCompanies - Added a more descriptive error message when a user cannot add a form.
  • Fix: on drag and drop downloads from upload thumbnail list
  • Fix: on Proven Jobs to PSA Desktop Deleting 1 of many WO schedules in Proven Jobs removes the dates on the work order in PSA Desktop.
  • Fix: Correction within Job à Attachments, the Confirmation message is displayed twice when attaching a form to a job file.
  • Fix: on job creation screen if “Not allow Vendor Referrer” checked selected in Settings à Company Settings à Jobs, when selecting a Vendor referrer company to a job the selection will work the same way as the Job Edit Screen.
  • Fix: to not allow the general topics (Note, Loss Description, Reason for Close note) in Log Notes template.
  • Fix: on Log Notes - Apply "Include Email on Log Note send" option when log note is sent from mobile.
  • Fix: on Royalty - Deleted referral account expense not applied in the current open royalty period.
  • Fix: on Proven Jobs - Job Address Sync to QuickBooks Desktop Job Bill To
  • Fix: on pagination should not be displayed for Forms in Attachments tab in Job page.
  • Fix: on Relationship à Contacts à Attachments - Saved custom form were not listed in All tab.
  • Fix: on Job - Attachment - Report - Bad request message is generated when adding a specific kind of report.
  • Fix: on mobile app when handling missing user settings entry when listing workflows on new app.
  • Fix: on blocking deleting Posted Timecard.
  • Fix: Expiry contact information on the “Auto-Notification of Expiry” will remain Vendor after all notifications have been sent.
  • Fix: on Franchise Job Copy not displaying error.
  • Fix on Xactimate - OVH is not applied by category but instead by estimate if imported after being linked
  • Fix: miscellaneous bugs on Job Custom Subfolders setup.

 

V11.0.37.0 Release Notes

June 20th  11:59pm

  • New Feature: File Annotation: Within the Proven Jobs job file, users now have the option to annotate photos. Proven Jobs File Annotation
  • New Feature: Vendor Type Restriction: The option has been added within Settings -> Company Settings -> Jobs, “Not Allow Vendor Referrer”. This option enables the Company Administrator to define if the Vendor will be allowed as a selection as a Referral Company in the drop-down menu option. Proven Jobs Vendor Type Restriction
  • New Feature: QuickBooks Work Order Convert Invoice Summary: Users now have the option to convert multiple work orders to a singular invoice. Proven Jobs QuickBooks Work Order Convert to Invoice Summary
  • New Feature: Encircle Role Type Setup: Users will now have the new Ability to Setup Contact Types within Proven Jobs that are to be transferred to Encircle. Within Settings à Company Settings -> Integration -> If types are not defined by the company within settings, then the default role/ marketing positions will continue to be utilized. Proven Jobs Encircle Role Type Setup
  • New Feature: Vendor Auto Expiry Notification: Development has added a new feature within Settings -> Company Settings -> Relationships -> Edit Certificate Notification Settings. Companies can now send out auto notifications to Vendors based on criteria set in place when certificates are set to expire. Proven Jobs Vendor Expiry Auto Notification
  • New Feature: Internal Employee Auto Expiry Notification: Development has added a new feature within Settings -> Company Settings -> Relationships -> Edit Certificate Notification Settings. Companies can now send out auto notifications to Internal employees based on criteria set in place when certificates are set to expire. Proven Jobs Internal Employee Auto Expiry Notification
  • New Feature: Work Order Report: Added to Work Order report to include Level/Floor grouping
  • New Feature: Report “Job Listing – Franchise” Franchise Users Only: Addition to the report, added Revenue Percent column. Proven Jobs - Job Listing Franchise Report
  • New Feature: Report “Job Listing – Style 2”: Addition to the report, added Revenue Percent column. Proven Jobs - Job Listing Style 2 Report
  • New Feature: Mail Settings Test Connectivity: The addition of the “Test Connectivity” button within the mail settings screen. When the mail settings are enabled, within Settings -> Company Settings -> General -> Mail Settings, users now have the option to test the mail settings that have been set in place for the mail set up when utilizing the External Mail Server. Proven Jobs Mail Settings Test Connectivity
  • New Feature: Log Note Topic for Inbound Emails: When users utilize the Log Note Creation option with the Job number in subject line along with the use of the External Mail Server, users now have the option to define the Default Log Note Topic for the Inbound Emails for when the Log Note is placed on the job file. Proven Jobs Log Note Topic for Inbound Emails
  • New Feature Log Note Templates & Custom Forms Marketing Position Contact Title: Development has added Marketing Position Contact Title to Log Note Templates and Custom Form Fill From fields. Settings -> Company Settings -> Relationships -> Edit Note Templates, in addition to Settings -> Company Settings -> General -> Edit Custom Forms.
  • New Feature Custom Forms Addition of Location County: Development has added the option of Location County to Custom Forms “Fill From” Fields within Custom Form Set Up. Settings -> Company Settings -> General -> Edit Custom Forms
  • New Feature: Financials Totals Tab Additions: Development has added additional financial options for viewing. Now available are Total Amount Invoice, Total Amount Paid, Total Amount Outstanding. Proven Jobs Financials Totals
  • New Feature: Payments Included within Invoice Tab: Payments are now visible within the Invoice section of the Financials tab on the job file. Proven Jobs "Payments" Included within Invoice Tab
  • New Feature: Advanced Schedule option to Hide Closed/Vouchered Work Orders: Added to Advance schedule to check box “Hide Closed/Vouchered Work Orders”. This option will hide any closed or vouchered work ordered from the Advanced Schedule screen when selected.  Proven Jobs Advanced Schedule Hide Closed/Vouchered Work Orders
  • New Feature Modification to Control Center Notes Tab, Column Name: Changed the column name from "Completed" to "Status" within Control Center, Notes Tab. Proven Jobs Control Center Status
  • New Feature: Proven Jobs Desktop Accounting Users Addition of Product Default Cost Type: Development has added the ability to apply a default cost type to Products. Within the main products menu option users will now have the ability to edit the “Default Cost Type”. When utilized within Work Order creation the default cost type will apply.  Proven Jobs Desktop Product Default Cost Type
  • New Feature: Job Lost Code/Production Closed Date: When a Job Lost Code is removed on a Proven Jobs job file, the Production Closed Date will automatically be removed within the Dates tab.
  • New Feature: Time Card Approval Report – New: Modified the report to increase font size and make the size bolder for visibility. Proven Jobs Time Card Report - New Modifications
  • Fix Improved import of attachments from Encircle and Symbility. This fix addresses the delay on the import of the attachments from the integrated systems.
  • Fix for Workflow reminder notifications not logging on the Notes tab within the job file.
  • Fix Equipment Tab in Job File as well as Equipment Tracking Screen, Error in the page when filtering date.
  • Fix on Alternative status not updating from completed workflow that utilizing a Alternative status fill from date.
  • Fix to Workflow exception error when adding end trigger note in Jobs Add Notes To Do.
  • Fix to Workflow Not Complete after log note was entered.
  • Fix when Updating voucher to actual costs in QBO, makes costs are not updated in Proven Jobs job file.
  • Fix to Log Note Template - Displaying Wrong Date due to Time Zone issues.
  • Fix to workflow Error in the console when completing a workflow with date end trigger.
  • Fix to the export Job List address issue.
  • Fix to Symbility revisions is not handled accurately when creating credit line items, which in turn are causing estimate revenue totals that are incorrect.
  • Fix to PSA Desktop sync issue (equipment Date received.
  • Fix on job creation when related relationship referrer is the same as the selected referrer.
  • Fix to now allow deleted contact methods or deleted contact method types from customer on job creation -
  • Fix Notifications for Job Workflow when job employee and/or job company changed.
  • Fix to Trigger the Job Workflow when a file is uploaded to a job from Mobile.
  • Fix Proven Jobs Desktop Accounting to Proven Jobs system, to handle NSF Prepayments sync as positive value

 

V11.0.36.0 Release Notes

May 16th 2022 11:59pm

  • New Feature: Configurable External Mail Server: Within Settings -> Company Settings -> General à Mail Settings Companies now have the option to utilize their company’s External Mail Server. Note: this option requires the company to create a separate email inbox dedicated solely to Proven Jobs. If companies do not want to utilize this option, they can still utilize the Proven Jobs email server as it stands today. Proven Jobs Configurable External Mail Server
  • New Feature: Log Note Creation Based on Job #. New option of any inbound email will create a log note on the job file when a Job # has been entered within the Subject line of the email. Note: This option works only with the configurable email server option listed above. Proven Jobs Log Note Creation Based on Job #
  • New Feature: Optional QuickBooks Online Automatic Sync. This feature will now offer an automatic Sync of Proven Jobs and QuickBooks online. When enabled this sync will occur every hour. Please note that users will need to contact support to enable this feature.
  • New Feature: View Invoice Feature: Availability to “View” Invoice within the Financial Screen for non-PSA desktop users. Proven Jobs View Invoice
  • New Feature: Display Associated Matterport or DocuSketch Link: Within the Matterport / DocuSketch job file tab the associated Matterport/DocuSketch link will be displayed. Proven Jobs Display Matterport / DocuSketch Link
  • New Feature: Additional Fields within Export Job List: Additional fields have been added to the Export Job List within the Job Lookup screen. Users still can have 12 fields added to the job look up screen that will export, in addition to the following additions: Invoice Amount, Paid Amount, Actual Revenue and all Relationships listed within the job file. Proven Jobs Additional Fields within Export Job List
  • New Feature: Product Name Description Included: Any expense, bill converted created within the QuickBooks system will now include the Product description within the financials section of the linked Proven Jobs job file. Proven Jobs Product Description
  • New Feature: “Referral” Report: The addition of the job type parameter and column has been included within the “Referral” report. Proven Jobs Referral Report Job Type Parameter Added
  • New Feature: “Job Management – New” Report: The addition of the Group by Employee type was included in the “Job Management New” report. Proven Jobs Job Management Report New Group by Employee
  • New Feature: Restrict Proven Jobs Attachment Download: Proven Jobs now offers the ability to restrict photos from email attachments from being downloaded into the job file. Proven Jobs Restrict Job Attachment Download
  • New Feature: E-Signature DateTime Field Types Entry: Allow DateTime field types on custom forms to be entered using e-signature request Proven Jobs E-Signature DateTime Field Entry
  • New Feature: Estimate Total Now Displays within Integration à Xactware:  The Xactimate estimate total is now displayed within the Integration à Xactware screen. Note: Estimate total will not display on estimates that were imported prior to the release. Proven Jobs Estimate Total Display Integration --> Xactware
  • New Feature: Edit Map Starting Location: Users now have the option of editing the starting location of the map from the job info tab. Previously the map icon associated the starting location from the users location. Proven Jobs Edit Map Starting Location
  • Fix on the exception note for workflow marked as incomplete does not automatically sync over to CRM
  • Fix to the XactAnalysis date mapping issue, added a new XactAnalysis stage called “Date Received”.
  • Fix to Block the ability to edit the internal company’s name and address.
  • Fix when Alternative Status list is not filled that will lead to issues when saving.
  • Fix to the QBO sync when deleting an Account
  • Fix on the Proven Jobs Desktop Accounting sync to Proven Jobs sync, if one customer contact, contact method fails, all other added contact methods are skipped
  • Fix on Schedule Calendar View, the subject line from work order screen – the subject line will automatically populate within the work order creation window, in the same fashion as it does from the Advanced Schedule work order creation.
  • Fix on the counter on attachment folders is not functioning outside of job attachments.
  • Fix on the “Delete” Button error for Cost tab.
  • Fix on Schedule Calendar View, schedule was not showing for all attendees in emp and tech screens when the start and end time were the same.

 

V11.0.35.0 Release Notes

April 18th 2022 11:59pm

  • New Feature: Workflow Incomplete Permission: Added additional ability within security roles, Roles -> Jobs -> Job -> Allow Workflow Incomplete. This new security option allows users the ability to mark a Workflow Incomplete. Proven Jobs - Workflow Incomplete Security
  • New Feature: Encircle File Import Configuration: Users now have the ability within Settings -> Company Settings -> Integration to define a folder path for imported Encircle Photos and/or Documents. Proven Jobs - Encircle File Import Configuration
  • New Feature: Franchise Royalty Report: Franchise Royalty Report includes option to deduct program referral fees, by defining the Referral Fee GL Account within Settings -> Company Settings -> Integration, select Referral Account. Proven Jobs - Royalty Franchise Report - Referral Fee Deductions
  • New Feature: Employee Contact Classification: Within the Log Note create/edit page, development has added a feature to classify internal contact by utilizing the wrench icon. Proven Jobs - Log Note Creation Employee Contact Classification
  • New Feature: PO Number / Job Look-Up: The PO Number field has been added and is now available within the Job Look-Up screen. To add navigate Settings à User Settings -> Jobs -> Select Configure Job Lookup Columns
  • Fix: Remove Add Cancelled date security permission as this is no longer being utilized.
  • Fix: Modification to “Open Work Order” report default is set to “Yes” on Show All Open WO Parameter.
  • Fix: Change to “Sales By Employee Type” report to use fiscal year instead of calendar year.
  • Fix: Change in Timecard Approval set up screen to the order using arrow up or down was not saving.
  • Fix: Update to “Open Work Order” to fix incorrect calculations.
  • Fix: Voided or Deleted Invoices/Payments not syncing to Proven CRM job outstanding/paid value.
  • Fix: Workflow not triggered when date was updated from Proven Jobs Mobile -
  • Fix: Workflow Trigger on Job Attachments: When using Trigger of Job Attachments on Image upload, system was utilizing image upload date, not date image was taken.
  • Fix: “Invoice QuickBooks” report displaying invoices on deleted jobs.
  • Fix: Paid Jobs bubble in Control center, total count was including closed jobs.
  • Fix: Block editing franchise user on individual franchisee database
  • Fix: Log notes from multi-sequence job workflow do not all sync over to CRM
  • Fix: “Incentive detail” report showing incorrect cost/revenue.
  • Fix: Estimated Revenue and Paid Invoice sync from Proven Jobs to Proven CRM
  • Fix: Issue with updating Schedule invite within Calendar from “All Day Appointment” to “Non-All Day” Appointment was not reflecting in Google Calendar. (Time Zone Related)
  • Fix: Change to the to-do due date, Due Date field should not have any relation with the company setting schedule End Time that is defined within Settings -> Company Settings ->  Jobs 
  • Fix: When duplicating attachments, retain original creator and timestamps.

Scheduled Server Maintenance March 21st, 2022

Hello Canam Community,

As part of our ongoing efforts to improve our products and services, we will be performing server maintenance on our Proven Job servers beginning at 11:00 PM EST Monday March 21st, 2022 - 1:00AM  EST Tuesday March 22nd, 2022 for approximately 120 minutes to update our psarcweb.com services. 

During this time, customers may experience delays with some features/functionality. We have selected this time to minimize the impact on our customers.  The reliability of our services is our highest priority and this maintenance window is a key step on our path to improved stability and productivity of our products and services.

We apologize for any inconvenience this may cause.

Technical Support Team

Proven Jobs Release Notes

V11.0.34.0 Release Notes
March 21st 2022 11:59pm

  • New Feature: Proven Jobs – Encircle Sync: When a document or photo is deleted within the Encircle file, it will also be deleted within the linked Proven Jobs file. Proven Jobs Encircle Delete Sync
  • New Feature: Job Audit Trail Closed & Deleted Job:  Added the additional option of including closed and deleted jobs in the job audit trail.
  • New Feature: QuickBooks Online Sync Service Items Option: Added the option to Sync Products/Services from QuickBooks Online to Proven Jobs. Equipment - Products. Users will need to reach out to Support to enable this feature. Proven Jobs Sync Products/Services and Job Type Set Up
  • New Feature: QuickBooks Desktop and QuickBooks Online – Product/ Service by Job Type: A new feature has been added within the Job Type set up, to apply a specific Product/Service to a specific Job Type. This will allow when a Work Order is converted to an Invoice to utilize the Product/Service assigned to the Job Type to Control the GL Account in QuickBooks. This feature works in tandem with the above “Sync Product/Service items”. Proven Jobs Sync Products/Services and Job Type Set Up
  • New Feature: Franchise Royalties Report:  Additional option within Royalties Report, to Run report based on Job Type by Invoices. Settings - Company Settings - General - Edit Royalty Settings Proven Jobs Royalties Report
  • New Feature: QuickBooks Sync Customer Option: Added option to sync customer to QuickBooks checkbox on job creation screen. Proven Jobs QuickBooks Sync Customer Option
  • New Feature: Symbility Loss Date: The option to apply a Loss Date within Settings - Company Settings - Edit Job Dates has now been added. Proven Jobs Symbility Loss Date
  • New Feature: Company/ Contact Visible Within Note Creation: The Company or Contact is now visible on Note creation within a Company or Contact record. Proven Jobs Company - Contact Visibility on Note Creation
  • New Feature: Heic Uploads: New option to convert heic uploads to jpeg for IOS users.
  • New Feature: Symbility First Name – Last Name Option: New option to use a First Name – Last Name Format for Symbility. Settings - Company Settings  Integrations - Symbility - Enable “Use Firstname Lastname Format” Proven Jobs Naming Format
  • New Feature: Xactimate Import Default “Append New”: Within Integration - Xactimate, the default on import estimates has been modified to “Append New” in place of previous default of replace. Proven Jobs Xactimate Default Append New
  • Updated Feature – Control Center Paid Criteria Change Control Center Paid criteria – to show only “Open” job. Jobs do not have a Production Close or Accounting Close Date.  Proven Jobs Paid Stage Modification
  • New Feature: Salesperson change logic to fill salesperson on job to fill it by referral. Proven Jobs Salesperson by Referral
  • Fix to Symbility – On estimate import, to apply taxes correctly, and include minimum charge adjustments.
  • Fix to auto fill invoice date when converting multiple work orders to invoices at once.
  • Fix to change to Workflow Setup page enable Job Contact/Employee field within Workflows when All Job Types are selected.
  • Fix when sorting the job type column in the workflow setup screen.
  • Fix to Control Center Notes. Notes were overflowing within the grid section.
  • Fix to not allow to convert work orders to vouchers/invoices if export date type not added for QuickBooks integrations
  • Fix QuickBooks Online – Development fix; When a vendor name is modified in QuickBooks, Proven Jobs will update the Vendor Record from the Company Name in QuickBooks instead of the Vendors Display Name.
  • Fix to not export company with -C and -V in display name to QuickBooks Online.
  • Fix to the export job list as the number of records in the job export different from Prove Jobs list filtered.
  • Fix to allow when Policyholder is utilized to “update” Customer record within Proven Jobs, Customer record will then export to QuickBooks Online / Proven CRM.
  • Fix to Workflow Setup List; Job Types filter not working.
  • Fix to Email Address validation to allow one character in the domain.
  • Fix to the Job Export List, breaking down address information.
  • Fix when removing a subtrade on a workorder with in Proven Jobs, the subtrade is not removed in PSA Desktop

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