Release Notes - V10.0.7.0

PSA WEB V10.0.7.0 RELEASE NOTES 
(Release Date: May 1st 2018)

Jobs Management Updates:
Added - Salesperson type always available on job relationships dropdown
Added - Ability to change how many items are displayed per-page
Added - Page numbers to upload/log attachment screens
Added - Ability to select all attachments – set page limit to all
Added – Security Lockdown for custom form template
Fixed - Job Financials – Invoice tab –to always show full amount outstanding
Fixed - Drag & drop from Desktop to PSA Web
Fixed - Performance of equipment tracking list screen
Fixed - Delete Job button to allow delete of jobs with history (PSA Web only)
Fixed -  Label of “Closed” date to “Production Closed” date

Web Report Updates:
Added - Property Management Report – by related companies
Added - Property Management Report – by site
Added - Estimator and Sales columns to Job Listing New Report

 

Release Notes - V10.0.7.0 - May 1st 2018

PSA WEB V10.0.7.0 RELEASE NOTES 
(Release Date: May 1st 2018)

Jobs Management Updates:
Added - Salesperson type always available on job relationships dropdown
Added - Ability to change how many items are displayed per-page
Added - Page numbers to upload/log attachment screens
Added - Ability to select all attachments – set page limit to all
Added – Security Lockdown for custom form template
Fixed - Job Financials – Invoice tab –to always show full amount outstanding
Fixed - Room dropdown when files are dragged into subfolder to upload
Fixed - Performance of equipment tracking list screen
Fixed - Delete Job button to allow delete of jobs with history (PSA Web only)
Fixed -  Label of “Closed” date to “Production Closed” date

Web Report Updates:
Added - Property Management Report – by related companies
Added - Property Management Report – by site
Added - Estimator and Sales columns to Job Listing New Report

PSA WEB V10.0.6.0 RELEASE NOTES

PSA WEB V10.0.6.0 RELEASE NOTES 

(Release Date: April 17th 2018)


Jobs Management Updates:
Added - Separate security for job dates
Added – Button to allow sub trade agreed quote adjustments on work order
Added - Populate schedule subject with WO info if left empty
Added - Attach WO as (PDF) when scheduled activities are created/updated
Added- Attachments screen – added small thumbnail to list view
Fixed – On Financial review screen recalculate totals on filters (invoices/costs)
Fixed - Rounding discrepancies on financial screen between summary & cost
Fixed -  Duplicated contact methods when importing from Policy Holder
Fixed - Load times in Notes section when “Must See Notes” is checked off
Fixed - Date searches to now prompt based on company selected (Time Zone)
Fixed - Issue with payment details remaining active when header is inactive in reports

Relationship Updates: 
Added – (Option) To prevent a vendor from being attached to WO/Schedule
Added - Related contacts for property management feature
Added – Two way Sync of the property field from PSA Web & Desktop**
**(Must be requested to be turned on by support in the desktop)
 
Web Reports Updates: 
Fixed - Hour totals in Time Card Style 2 Report

PSA WEB Release Notes V10.0.5.0

PSA WEB V10.0.5.0 RELEASE NOTES 

(Release Date: April 4th 2018)

Jobs Management Updates:
Added - When duplicating a job to choose just general notes & inspected date
Added - The ability to print a customized estimate from the work order screen
Added - Option to allow scheduling a locked (converted) work order
Added - The “Parent” field to available log note template fields
Added - Button to include all job contacts and/or Employees when emailing log notes
Added - Customer column to job list
Added - Fill contact address from customer option
Added - Create button to contacts via companies
Fixed - Sync log created date correctly
Fixed - Search for job contacts/companies
Fixed - Role creation/saving in Safari Browser
Fixed - Inactive records no longer display on job relationship drop downs
Fixed - Jobs with production closed date now viewable from control center 
Fixed - Do not hide duplicate button after duplicating a job

(Optional) Property Management Updates:
Added – “Property Type” in Company Settings
Added – “Property Owner” field on company record
Added – “Property Company” select on Job Information screen
Added – “Transfer to Job” option to add contacts to job when the site is selected
Added – Security prompt when changing “Property Company” on job

QuickBooks Updates:
Added – Support for QuickBooks Online to sync sales receipts

Reports Updates:
Fixed - Grouping in Equipment History Report to prevent duplication

Server Maintenance Alert !

**Server Maintenance **

As part of our ongoing efforts to improve our services, we will perform server maintenance on Monday, April 30th, 2018, beginning at 11:00 pm EST for approximately 3 hours to update our latest version 10.0.7.0

During this time, customers may not be able to access psarcweb.com and/or some features or functionality. We have selected this  time to minimize the impact to our customers, as it is historically one of our least active periods.

The reliability of our services is our highest priority and this maintenance 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.

 

Stephane McLaughlin, Customer Service Manager

 

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