PSA Web Job Management Version 9

PSA Web Job Management Version 9

Job Information

  1. Added Job lost code & description on job Information tab
  2. Added duplicate Job button with additional duplicate options
  3. Added button to open or close jobs
  4. Added user defined job fields
  5. Added the ability to annotate notes on attachments
  6. Removed File storage size restriction
  7. Added log note template functionality
  8. Added “entered” date to Job Lookup screen
  9. Changed Photo Viewer on attachments tab
  10. Added autodialed functionality to dial out when phone is clicked
  11. Added email out when clicking on an email address
  12. Added Sketch tab
  13. New Job create a blank work order
  14. Added Unit of Measurements setup screen
  15. Created date added to job lookup
  16. Added a select all to attachments
  17. Added new filters on attachments screen to sort & find

Electronic Forms

  1. Added Fillable forms functionality to create web forms that can be filled out while in the field from a phone or tablet

Work Orders

  1. Added ability to merge Work Orders in the web
  2. Added Update Margin by entire work order or entire job in the web
  3. Added the ability from WO description to pull cost information automatically into the work order details
  4. Added move WO option from job to job

 Schedule

  1. Added the ability to schedule jobs directly even without a work order
  2. Advance schedule now based logic driven & logic driven
  3. Added Lag time to advance schedule between events
  4. Modified tech schedule to for option to not show closed jobs

Timecards:

  1. Labor Transfer now to include employee name in description
  2. Comments box now editable from timecard screen

 Xactware Import

  1. Added the ability to unlink job from Xactimate/Xactanalysis
  2. Added refer by on Xactanalysis screen
  3. Added Forget password button at login screen
  4. Added “Show totals” on estimate import screen

Relationship Management

  1. Added emailing notes from customer screen

Customer Portal

  1. Emails are sent once service requests are approved

PageList

Month List