PSA Web V10.0.9.0 Release Notes
(Released on May 30th, 2018)
Jobs Management Updates:
Added - User definable Job Lookup screen
Added – Automatically enter received date when creating job from mobile
Added – Option when duplicating job to copy “Policy Holder & Additional Info”
Added - Save & edit option when creating a new Company
Added – Moisture Mapper report import link on job information screen
Added – Message Prompt when Property Company on Job is different (from original) Property Owner, if the Property Owner should be replaced
Fixed - Do not allow topics to be deleted that have previously been used
Fixed - Loss Description refresh when added, updated or deleted
Fixed - Workflow & log note sending email to inactive contacts
Fixed – When clicking the add button in log note screen if email is empty
Fixed - Data Mining issues when import from templates
Fixed - Job Notification to allow multiple Job Contacts to be selected
Fixed - Show default work order on Schedule Create/Edit screen dropdown
Fixed - Show the actual email recipient on log note replies
Fixed - Log note create/edit when importing job contacts and/or employees
Fixed - Active Job Management report with address
PSA Web V10.0.8.0 Release Notes
(Released on May 16th. 2018)
Jobs Management Updates:
Added - Search by Work Order option on job list (open job or work order)
Added - Security to Prevent deletion of contact titles that are in use
Added - Alphabetically sort forms in job attachment dropdown
Added - Prevent WO for lost jobs from displaying in the schedule list
Added - Increase subject line displayed for log notes from 50 to 100 characters
Added - Keep attachments in email chain when sending/receiving replies
Added – New Screen to create a note for a job without having to open
Added - Warning to prevent a company from being assigned to itself
Added - Option to deduce duplication of customers by name & address
Added – Option to show/hide/total dollars when sending work orders
Added - Allow download of log attachments from log edit/create
Added - Display more email types in log note recipients
Added - Ability to Role Security for “Select All” on date security
Fixed - Filter by room on equipment history/job equipment screens
Fixed - The note field changing the page layout for closed work orders
Fixed - The default location on time clock to be based on company location
Fixed - Error message when filling a contact address on job with no address
Fixed - Remain on selected WO after using the Sub-Trade Agreed Quote button
Fixed - Duplication in company list when company has two or more similar types
Removed - Topics used by the system from the topic list to prevent edit/deletion
Web Report Updates:
Added - Job Management Active with Address report
Added - Timesheet report to put each employee on its own page
Added - Weekly payroll time report
Added - Job Management Reports to Change Closed date to Production Closed
Fixed - Property management report by related site
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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