Released Nov 20th - 2017
Added new button to Schedule edit to Open job work orders
Added “Not Paid” button to Control Center
Added Note field to Work Order Estimate report
To be released for Android and Apple - Monday October 16th.
- Added Must See NotesĀ option to job
- Added support for recurring and multi-day schedules to Filtered Work Order Report
- Added search functionality and attendees on Work Order Screen
- Added locations and handling deleted invoices/vouchers/credit memos, expenses and payments from QuickBooks
PSA Web
V9.3.0.1 Release Notes
Published Date: September 12, 2017
New:
- Options to import Xact Notes/Attachments in company settings
- Added Beta data import functionality (Data Mining)
- Added Start, End, Time Completion, and Due Time fields to KPI list
- Added linking parent -> company. Automatically add parent when company is added to job.
- Added Loss Description to Job Info Tab – option to display in Company Settings
- Added Employee Schedule Report Style 2
- On work order screen added sales price from inventory
- Added ability to secure files
PSA Web
V9.2.9.0 Release Notes
Production Date: August 15th, 2017
Jobs
New:
- Added ability to select/clear all when emailing work orders
- Added “Attention” field
- Added “County” field in Job Creation
- Added log note template to Job Notification
- Work Order Email Criteria restricted to internal employees who are attendees are received when “All” is selected.
- Send Work Order popup renamed from “Print Work Order” to “Send Work Order”
Reports:
New:
- Removed barcode from Work Order report.
- Added User Role report
- Added Role Right report
- Performance enhancements for Job Schedule report
- Performance enhancements for Employee Schedule report
- Allow running Employee Schedule report for date criteria only
Miscellaneous:
New:
- Added full pagination to lists
- Added option to export first/last name to sub-customer in QuickBooks
- Revised layout on Company Settings