Scheduled Server Maintenance March 21st, 2022

Proven Jobs Release Notes

V11.0.34.0 Release Notes
March 21^st 2022 11:59pm

• New Feature: Proven Jobs – Encircle Sync: When a document or photo is deleted within the Encircle file, it will also be deleted within the linked Proven Jobs file. Proven Jobs Encircle Delete Sync
• New Feature: Job Audit Trail Closed & Deleted Job:  Added the additional option of including closed and deleted jobs in the job audit trail.
• New Feature: QuickBooks Online Sync Service Items Option: Added the option to Sync Products/Services from QuickBooks Online to Proven Jobs. Equipment - Products. Users will need to reach out to Support to enable this feature. Proven Jobs Sync Products/Services and Job Type Set Up
• New Feature: QuickBooks Desktop and QuickBooks Online – Product/ Service by Job Type: A new feature has been added within the Job Type set up, to apply a specific Product/Service to a specific Job Type. This will allow when a Work Order is converted to an Invoice to utilize the Product/Service assigned to the Job Type to Control the GL Account in QuickBooks. This feature works in tandem with the above “Sync Product/Service items”. Proven Jobs Sync Products/Services and Job Type Set Up
• New Feature: Franchise Royalties Report:  Additional option within Royalties Report, to Run report based on Job Type by Invoices. Settings - Company Settings - General - Edit Royalty Settings Proven Jobs Royalties Report
• New Feature: QuickBooks Sync Customer Option: Added option to sync customer to QuickBooks checkbox on job creation screen. Proven Jobs QuickBooks Sync Customer Option
• New Feature: Symbility Loss Date: The option to apply a Loss Date within Settings - Company Settings - Edit Job Dates has now been added. Proven Jobs Symbility Loss Date
• New Feature: Company/ Contact Visible Within Note Creation: The Company or Contact is now visible on Note creation within a Company or Contact record. Proven Jobs Company - Contact Visibility on Note Creation
• New Feature: Heic Uploads: New option to convert heic uploads to jpeg for IOS users.
• New Feature: Symbility First Name – Last Name Option: New option to use a First Name – Last Name Format for Symbility. Settings - Company Settings  Integrations - Symbility - Enable “Use Firstname Lastname Format” Proven Jobs Naming Format
• New Feature: Xactimate Import Default “Append New”: Within Integration - Xactimate, the default on import estimates has been modified to “Append New” in place of previous default of replace. Proven Jobs Xactimate Default Append New
• Updated Feature – Control Center Paid Criteria Change Control Center Paid criteria – to show only “Open” job. Jobs do not have a Production Close or Accounting Close Date.  Proven Jobs Paid Stage Modification
• New Feature: Salesperson change logic to fill salesperson on job to fill it by referral. Proven Jobs Salesperson by Referral
• Fix to Symbility – On estimate import, to apply taxes correctly, and include minimum charge adjustments.
• Fix to auto fill invoice date when converting multiple work orders to invoices at once.
• Fix to change to Workflow Setup page enable Job Contact/Employee field within Workflows when All Job Types are selected.
• Fix when sorting the job type column in the workflow setup screen.
• Fix to Control Center Notes. Notes were overflowing within the grid section.
• Fix to not allow to convert work orders to vouchers/invoices if export date type not added for QuickBooks integrations
• Fix QuickBooks Online – Development fix; When a vendor name is modified in QuickBooks, Proven Jobs will update the Vendor Record from the Company Name in QuickBooks instead of the Vendors Display Name.
• Fix to not export company with -C and -V in display name to QuickBooks Online.
• Fix to the export job list as the number of records in the job export different from Prove Jobs list filtered.
• Fix to allow when Policyholder is utilized to “update” Customer record within Proven Jobs, Customer record will then export to QuickBooks Online / Proven CRM.
• Fix to Workflow Setup List; Job Types filter not working.
• Fix to Email Address validation to allow one character in the domain.
• Fix to the Job Export List, breaking down address information.
• Fix when removing a subtrade on a workorder with in Proven Jobs, the subtrade is not removed in PSA Desktop

Proven Jobs Release notes February 21, 2022

V11.0.33.0 Release Notes

February 21^st 2022 11:59pm

• New Feature: Editing Images within a Job File: Allows for the ability to edit images within the job in any view option. Users now have the option to Rotate or Crop the image, once edited the users will have the ability to save or save a copy of the image.  Proven Jobs Editing Images
• New Feature: Job Audit Trail:  A Job Audit Trail is now available. Users have the option to perform an audit within a Job File based on the Info, Dates and Relationships tab. In addition, users have the option to perform a system wide audit within Settingsà Proven Jobs Job Audit Trail
• New Feature: Job Look-Up Export: Addition of Export to CSV button on Job Look-Up Screen. Users can Export data filtered within Job Look-Up screen by selecting “Export Job List”. Proven Jobs Job Look-Up Export
• New Feature: Matterport: New support For Multiple Links on Job File.
• New Feature: Control Center Modifications: Updated Control Center, new stage “Paid” has been created. Images have also been updated. Proven Jobs Control Center Modifications
• New Feature: Referral Report by Employee: Revenue column added to “Referral Report By Employee”. Paid Date has been added as a report filtering parameter. Proven Jobs Referral Report by Employee
• New Feature: Ability to Add Multiple Job Types & Subtypes to a Single Workflow Users have the option to add multiple Job Types and the associated sub types to a single Workflow Set Up. Proven Jobs Workflow Modification
• New Feature: Work Order Addition of Date Created: Added “Date Created” column to Work Order Screen within Job File Proven Jobs Work Order Date Created
• New Feature: Time Sheet Report Addition of the “All” option with the "Show Inactive" Employees Parameter ,”Time Sheet report” Proven Jobs Time Sheet Report Modification
• New Feature: Modification on Google Address Lookup Box, this was completed to coincide with our Proven CRM software.
• New Feature: Access Linked Encircle Job File from Job, Users have the ability to access Encircle from within Proven Jobs job file from within the newly created Encircle tab. Proven Jobs Access Encircle
• Fix: Proven OnSite Label: Addition of Error message for Default Proven OnSite Label in Company Settings page – Maximum length of characters is 30 for this label area. If exceeding when user selects save, an error message will appear indicating that user has exceeded the character limit. Proven Jobs - Proven OnSite Label
• Fix If Unit was not entered upon entry of Xactimate line item. Importing into Proven Jobs will default the unit to Ea (Each).
• Fix Emergency Tracker report modifications.
• Fix: Jobs sync updates for Proven Jobs Mobile transferring inactive job schedules.
• Fix: Work Order Issue - Update Category and selector not updating
• Fix: Inline Work Order Description Multiple lines issues displays as single line
• Fix issue with concurrency on timecard period inserting
• New Feature: To Do Reply Note Topic Users have the option to set a Default Note Topic to ‘To-Do” Reply’s, SettingsàCompany Settingsà Relationships Proven Jobs To-Do Reply Note Topic
• Fix on Employee that has been recovered via Recovered/ Deleted that did not recover employee record if that had been deleted as well.
• Fix on Job Management New report - exception when employee roles not set.
• Fix on Public uploads so that they cannot be deleted if language is French.
• Fix to Symbility synchronization - Does not export public files if Import Attachments is not selected.
• Fix Duplicated log notes for past due workflow
• Fix: QuickBooks Desktop to Proven Jobs Credit Card: Credit does not sync when payee is not in Proven Jobs within RelationshipsàCompanies
• New Feature: Send Company to QuickBooks on Selected Date: The addition within in company settings to trigger the sync of Customer and Job to QuickBooks if selected date has been entered on the Job File (pertains to QuickBooks Online and QuickBooks Desktop) Proven Jobs - Job Date Send to QuickBooks
• New Feature: QuickBooks Sync: In addition to the above new feature, Proven Solutions team has also added the addition of the Sync to QuickBooks Integration at the Customer Level. This feature can be utilized in conjunction with the date feature above or as a stand alone option. (pertains to QuickBooks Online and QuickBooks Desktop) Proven Jobs QuickBooks Integration Customer Record

Planned Server Maintenance Friday February 25, 2022

** Server Maintenance **

As part of our ongoing efforts to improve our products and services, we will be performing server maintenance on beginning at 10PM EST Friday, February 25, 2022 until 11PM EST Friday, February 25, 2021 for approximately 60 minutes to update our psarcweb.com services.

During this time, customers may experience some features / functionality to be delayed during this period. 

We have selected this time to minimize the impact to our customers.  The reliability of our services is our highest priority and this maintenance window 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.

Michael Hogan

Technical Support Manager

Proven Jobs Release notes February 21, 2022

V11.0.33.0 Release Notes

February 21^st 2022 11:59pm

• New Feature: Editing Images within a Job File: Allows for the ability to edit images within the job in any view option. Users now have the option to Rotate or Crop the image, once edited the users will have the ability to save or save a copy of the image.  Proven Jobs Editing Images
• New Feature: Job Audit Trail:  A Job Audit Trail is now available. Users have the option to perform an audit within a Job File based on the Info, Dates and Relationships tab. In addition, users have the option to perform a system wide audit within Settingsà Proven Jobs Job Audit Trail
• New Feature: Job Look-Up Export: Addition of Export to CSV button on Job Look-Up Screen. Users can Export data filtered within Job Look-Up screen by selecting “Export Job List”. Proven Jobs Job Look-Up Export
• New Feature: Matterport: New support For Multiple Links on Job File.
• New Feature: Control Center Modifications: Updated Control Center, new stage “Paid” has been created. Images have also been updated. Proven Jobs Control Center Modifications
• New Feature: Referral Report by Employee: Revenue column added to “Referral Report By Employee”. Paid Date has been added as a report filtering parameter. Proven Jobs Referral Report by Employee
• New Feature: Ability to Add Multiple Job Types & Subtypes to a Single Workflow Users have the option to add multiple Job Types and the associated sub types to a single Workflow Set Up. Proven Jobs Workflow Modification
• New Feature: Work Order Addition of Date Created: Added “Date Created” column to Work Order Screen within Job File Proven Jobs Work Order Date Created
• New Feature: Time Sheet Report Addition of the “All” option with the "Show Inactive" Employees Parameter ,”Time Sheet report” Proven Jobs Time Sheet Report Modification
• New Feature: Modification on Google Address Lookup Box, this was completed to coincide with our Proven CRM software.
• New Feature: Access Linked Encircle Job File from Job, Users have the ability to access Encircle from within Proven Jobs job file from within the newly created Encircle tab. Proven Jobs Access Encircle
• Fix: Proven OnSite Label: Addition of Error message for Default Proven OnSite Label in Company Settings page – Maximum length of characters is 30 for this label area. If exceeding when user selects save, an error message will appear indicating that user has exceeded the character limit. Proven Jobs - Proven OnSite Label
• Fix If Unit was not entered upon entry of Xactimate line item. Importing into Proven Jobs will default the unit to Ea (Each).
• Fix Emergency Tracker report modifications.
• Fix: Jobs sync updates for Proven Jobs Mobile transferring inactive job schedules.
• Fix: Work Order Issue - Update Category and selector not updating
• Fix: Inline Work Order Description Multiple lines issues displays as single line
• Fix issue with concurrency on timecard period inserting
• New Feature: To Do Reply Note Topic Users have the option to set a Default Note Topic to ‘To-Do” Reply’s, SettingsàCompany Settingsà Relationships Proven Jobs To-Do Reply Note Topic
• Fix on Employee that has been recovered via Recovered/ Deleted that did not recover employee record if that had been deleted as well.
• Fix on Job Management New report - exception when employee roles not set.
• Fix on Public uploads so that they cannot be deleted if language is French.
• Fix to Symbility synchronization - Does not export public files if Import Attachments is not selected.
• Fix Duplicated log notes for past due workflow
• Fix: QuickBooks Desktop to Proven Jobs Credit Card: Credit does not sync when payee is not in Proven Jobs within RelationshipsàCompanies
• New Feature: Send Company to QuickBooks on Selected Date: The addition within in company settings to trigger the sync of Customer and Job to QuickBooks if selected date has been entered on the Job File (pertains to QuickBooks Online and QuickBooks Desktop) Proven Jobs - Job Date Send to QuickBooks
• New Feature: QuickBooks Sync: In addition to the above new feature, Proven Solutions team has also added the addition of the Sync to QuickBooks Integration at the Customer Level. This feature can be utilized in conjunction with the date feature above or as a stand alone option. (pertains to QuickBooks Online and QuickBooks Desktop) Proven Jobs QuickBooks Integration Customer Record

Planned server maintenance Monday February 21

** Server Maintenance **

As part of our ongoing efforts to improve our products and services, we will be performing server maintenance on beginning at 11PM EST Monday, February 21, 2022 until 1AM EST Tuesday, February 22, 2021 for approximately 120 minutes to update our psarcweb.com services.

During this time, customers may experience some features / functionality to be delayed during this period. 

We have selected this time to minimize the impact to our customers.  The reliability of our services is our highest priority and this maintenance window 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.

Michael Hogan

Technical Support Manager