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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
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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
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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 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