Mobile V4 release - Update information

PSA Mobile app users,

Please note that the 4.0 upgrade is not a mandatory one.  It has lots of new features that customers have been asking for but is NOT a mandatory upgrade.

If you do not wish to receive this update, please ensure that your Auto-updates settings are turned off on your devices.

In the future, the Mobile Version 4 will be the only supported mobile application, but at the moment both 3.75 and 4.0 are supported.

Thank you,

Stephane McLaughlin

Customer Service Manager

Canam Systems

UPDATED !! - SMART TECH PSA MOBILE 4 - Release information.

 

PSA Mobile App Version 4.0

Canam Systems is happy to announce the latest version of our Smart Tech Mobile App.  Version 4.0 in now released to the App stores for your users to download and is Availalble now.

This latest version of our Mobile App will require users to download the PSA Smart Tech Mobile App from either the Apple Store or Google Play Store the app.  This will not be an automatic update from 3.75 to 4.0 as has happened in the past.

IMPORTANT NOTE: Prior to installing the Smart Tech Mobile App version 4.0 users MUST ensure that they have synced all information from their devices.  Information not synced will not transfer to the new version of the app.   If you have any issues, please report to support@canamsys.com before doing the update. Data Loss, including time cards could be affected.

If you do not wish to receive the update - please ensure your mobile device auto update settings are turned off.

Version 3.75 will be available for a short period of time after the release of the latest version of PSA Smart Tech Mobile App.  To install the latest version of the PSA Smart Tech Mobile App go to either Google Play or the Apple App Store and search for PSA Mobile App to check for availability.

User Guides for PSA Smart Tech Mobile App can be found on the Canam Systems Customer Portal: http://canamsys.com/login.php

or Here:

http://canamsys.com/customerportal/psa_help_manual/10%20-%20PSA%20Mobile/PSA%20Mobile%20V4.0%20User%20Guide.pdf

V10.0.17.0 - Release Notes -

PSA Web

V10.0.17.0 Release Notes

Release Date: October 2nd  2018

  • Fix - default job type to come into Job Creation screen
  • Fix - formatting for dates on criteria panel in Control Center
  • Fixed - width and height for pie charts on Control Center
  • Fix to Referrer report
  • Fix to Time card exceptions that were not applying the correct rate or exception to the time cards
  • Fix - when adding an employee, company or contact to a job, will now default to the primary type.
  • Fix - incorrect number under the big buttons in the Control Center
  • Added - By “Referral Source” graph selection button to Control Center

V10.0.16.0 Release Notes

PSA Web

V10.0.16.0 Release Notes

September 18th  2018

 

  • Added new feature, Incentive Package
  • Add new column with check box on the Job Schedule tab to select
  • Added button allows user to complete selected appointments on the grid
  • Added button allows the user to create a new appointment for the current editing job
  • Added button allows user to navigate from Schedule tab on the Job screen to the Advanced mode on the Schedule screen
  • Added button allows user to print selected appointments on the grid
  • Fix Time Sheet report, the parameters From and To should convert from local time to UTC time
  • Fix on manual timecard transfer for Start and End time to reflect the proper time zone
  • Fix on calculation the Margin on the Work Orders screen if job does not have Material or Labor then the calculation of Margin is displayed as -Infinity

PSA Web QuickBooks Desktop (QBD) sync only!! - V1.0.1.3

V1.0.1.3  - PSA Web QBD – QuickBooks Desktop (QBD) sync only!!

Release Notes V1.0.1.3

September 11th 2018

  • QBD -> PSA Web syncing of Credit Card Credits
  • QBD -> PSA Web syncing of Credit Card Charges
  • QBD -> PSA Web syncing of Cheques
  • QBD -> PSA Web syncing of Vendor Credits
  • QBD -> PSA Web Sync Service Item option (default to off, customer needs to inform support to switch it on) to sync QBD Service Items to PSA Web products
  • PSA Web -> QBD if Sync Service Item option above is switched on Category on timecards in PSA Web to transfer to Service Item on timesheet
  • PSA Web -> QBD if Sync Service Item option above is switched on Location on timecards in PSA Web to transfer Class on timesheet
  • PSA Web -> QBD option to sync companies

PSAWEB Release – V10.0.15.0 - Special Note -

PSAWEB Release – V10.0.15.0 - Special Note - Security Features for Mobile App 3.75 affected.

Please be advised additional security has been added to the PSA Mobile App users, which will require updates to PSA Web Roles.   The settings for each Role which uses the Mobile App features should be reviewed, and updated as necessary.  Please be aware that the Role settings will enable the functionality for both PSA Mobile App and PSA Web.

Role Settings can be adjusted on the PSA Web Settings menu. In order for your PSA Mobile App users to have the same permissions they had prior to this security update, all of the following settings should be reviewed and modified as applicable.   Please note that until these settings have been updated you will receive errors when trying to sync your mobile device.  DO NOT CHOOSE CLEAR ERRORS.  This will delete any entries you will have made on your device.  CHOOSE RETRY ERRORS.

Clock In/Out – to allow users to clock in and out on the PSA Mobile App the permission setting is:  “o Clock In/Out”. 

Role setting location:  Jobs -> Time Clock -> Clock In/Out

Create Job – to allow users to create jobs in the PSA Mobile App the permission setting is:  “o Create”.

Role setting location:  Jobs -> Jobs -> Create

Add Note – to allow users to create log notes in the PSA Mobile App the permission setting is: “o Create”

Role setting location:  Relationships -> Logs -> Create

 Upload Attachment – to allow users to upload attachments in the PSA Mobile App the permission setting is:  “o Upload File”

Role setting location:  General -> Files -> Upload File

 Transfer Equipment – to allow users to transfer equipment in the PSA Mobile App the permission setting is:  “o Edit”

Role setting location:  Inventory -> Equipment Tracking -> Edit

 Custom Form – to allow users to upload custom forms in the PSA Mobile App the permission required on the role is “o View”

Role setting location:  General -> Custom Form -> View

On a separate note:   An additional update this week for affected users who clock in through PSA Web, using the “Clock In” button at top right corner of PSA Web screen beside Log Out button.  The default is set to Not Show Maps.  Users have been receiving clock in errors indicating that the GPS location services have been enabled and to turn on GPS on your device.  This has been identified to be related to the default to Not Show Maps.  For users which this applies to, follow these steps, to avoid receiving an error when clocking in through PSA Web: 

  1. Click on Clock In button, and Clock In screen will open
  2. Click on Toggle to Show Map
  3. Proceed to Clock In

 We appreciate your patience, as we continue to strive to improve our PSA Products each and every day and we apologize for any inconvenience.

Stephane McLaughlin

Customer Service Manager

Canam Systems

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