Version 9.2.6.0 Release Notes

PSA Web

V9.2.6.0 Release Notes

Effective July 5th, 2017

Jobs

New:

  • Added Date/Time to Job Timeline
  • Sort Job Listing by Date descending

Relationships

New:

  • Added ability to set End Date when changing rates on Internal Contact screen
  • Changed click-to-call and email to a separate button on Contact Edit screen

Reports:

New:

  • Added PM/Estimator address and phone# to Work Order Report
  • Added timestamp when signing report.
  • Added Revenue Overhead to cost/estimated cost column on Job Management Report
  • Added Job KPI Report to display status of KPIs

 

Miscellaneous:

New:

  • Added date/time to signature in fillable form
  • Added “Total Hours” to Total panel in Work Order screen.
  • Added ability to select/unselect all for Report Roles

PSA Mobile app Version 3.1

Mobile V3.1 Now Available

NEW RELEASE

Mobile V 3.1 

Canam Systems is excited to announce the release of PSA Mobile V3.1. This is the first of two releases to mobile version 3 that will provide users with a number of key features and upgrades to PSA mobile.

V3.1 Features:
- Filter jobs by location
- Job Lookup Information
- Email or Text Notes
- Add Photo Annotations

 

For more information on new releases please contact our support center at support@canamsys.com or click the link below to be redirected to our PSA news page.

 

PSA Mobile V3 Guide

New Release #8

The new version of PSA Job Management has been released. We are beginning to roll out the update now.

New Features

  • Files
    • Store files indefinitely.
    • Updated interface with icons/list view.
    • Filter by file type.
    • Attach to companies.
    • Attach to contacts.
    • Add function for user to choose to send selected files to PSA.
  • Logs
    • Attach file to log.
    • On email, attach file.
  • Schedule
    • Attach file to schedule.
    • On email, attach file.
  • Time Clock
    • Display locations of all currently clocked in employees and the jobs they’re clocked in to.
    • Lunch functionality expanded to Time Card Exceptions, funcationality to set time-specific rates.
  • Work Order
    • Syncronized subtrades with schedule.
    • Support for roofing pitch calculations. (contact support if you need help enabling this feature)
  • Client Portal
    • Allow customers/providers/estimators to log in and view their job status.
    • Add service requests.
    • Username and password are defined on contact screen.
  • Xactware Sync
    • List which items are linked to which jobs.
  • Quickbooks Sync
    • Sync Companies.
    • Sync Employees.
    • Sync Jobs.
    • Sync Invoices.
    • Sync Vouchers.
    • Sync Payables.
    • Sync Receivables.
    • Sync Time Cards.

Password Policy Changes

Due to a request from a third party, we have made the following changes to our password policy.

  • Passwords will now expire every 90 days instead of every 180 days
  • Passwords cannot match any of the last 5 passwords used on an account.
  • Password reset emails will no longer contain the username.
  • Passwords will have to be changed immediately, following a password reset.
  • As before passwords still require at least one lower case letter, upper case letter, number and special character.

PSA Mobile Update

A new update, version 2, is available for the PSA Mobile app. This update brings the following highly requested features:

  • The ability to upload multiple images from one screen.
  • Equipment tracking, scan equipment to and from job.
  • Equipment tracking, supporting bluetooth scanners (including Opticon) and scanning via camera.
  • Displays the job address on the job selection screen.
  • Displays the currently clocked in job and address.
  • Clock in directly from job to job.
  • Clock in, select category and selector (optional).
  • Clock out, display multiple lines in the description field.
  • Sync history, displays all transferred time by day, organized by time card.
The PSA Mobile app is included with all PSA Web licenses, existing users will receive an update via Google Play/App Store. New users can download the app for Android or iPhone/iPad.

Xactware Maintenance

The PSA Web-Xactware link will be offline January 27, 2016 from 11:00PM to 3:00AM EST. During this time-frame no data will sync to or from XactAnalysis or Xactimate from PSA Web. We apologize for the inconvenience.

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