PSA WEB V10 Release Notes


·         NEW - Added Workflow Functionality to replace Existing KPIs section
                      Note: Existing KPI’s that are setup will be merged into workflow
·         New - Added two way integration with Moisture Mapper
·         New - Added the ability to create Sub Folders in attachments section
·         Update –Group rooms by floor in room list.
·         New - Added Salesperson field into company/contact record
                    Note: When contact is selected on job automatically add salesperson
·         Update  - Added Attention (field) & Last day on job (Date) to log note templates
·         Update – Modified filter criteria in the Contact List Report
·         Update - Adjusted columns in the Actual Cost Report
·         New – Added Photo report
Company Settings:
·         New - Option in settings to autofill salesperson on job (default is no)
·         New - Added license/certificate functionality to vendors & employees
·         Update - Added rights for editing employees
QuickBooks Integration:
·         Update - Added Performance enhancements to import

Release Notes - V9.3.0.5

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

Mobile version 3.5 update for Apple and Android - FIllable forms support

To be released for Android and Apple - Monday October 16th.

V9.3.0.3 Release Notes - Oct 11th 2017

  • 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

V9.3.0.1 Release Notes


V9.3.0.1 Release Notes

Published Date: September 12, 2017


  • 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

V9.2.9.0 Release Notes


V9.2.9.0 Release Notes

Production Date: August 15th, 2017



  • 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”




  • 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




  • Added full pagination to lists
  • Added option to export first/last name to sub-customer in QuickBooks
  • Revised layout on Company Settings


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