November 29th 2022 11:59pm
- New Feature: Addition of Equipment Fields. Users now have the ability to create custom fields for the Equipment Transfer screen within Proven Jobs. This is the first phase of this new feature. The availability of this feature will also be viewable within the Proven Jobs Mobile application in the future. Proven Jobs Equipment Custom Fields
- New Feature: Modification of Timecard Company Settings Move: Timecard Settings are in a new location within Proven Jobs Company Settings. Users can now view the new location by navigating to Settings à Company Settings à Jobs and seeing a dedicated Timecard section. Proven Jobs New Timecard Settings Tab
- New Feature: Added Option to Delete Smart Report: Added a "Delete" button on Smart report / Proven Analytics report listing. Proven Jobs Added Option to Delete Smart Report / Proven Analytics
- New Feature: Custom Invoice Report Template Option: Added custom invoice report template within the Work Order tab. Users can navigate to Settings à Company Settings à Jobs à Work Order tab, users will now see a new option Invoice Report Template. Please reach out to support have this new invoice Report created. Proven Jobs Custom Invoice Report Template Option
- New Feature: Addition of Print Button within Control Center Notes Tab: Users now have the option to print from the Control Center Notes Tab with the new addition of the “Print” button. When selected it will open a note report. Proven Jobs Addition of Print Button within Control Center Notes Tab
- Addition of Zip Code on the Invoice Report.
- Addition of Lost Jobs in the Export Job List, prior the Export Job List only pulled Open Jobs, we have now added the ability to pull Lost jobs.
- Fix on Paid Jobs By Referrer report - Error when running with employee type selected.
- Fix on CRM Full Export - not exporting deleted companies/contact.
- Fix on Note template adding the inactive e-mail of the added recipient.
- Fix on Relationship All - Keep pagination/filtering when adding/updating a record
- Fix Note type header on Job Management J&R report.
- Fix issue with sorting of template fields.
- Fix Job Type column on Export Job List.
- Fix on performing proper validation for Note and Loss Description when creating a new job.
- Fix on Proven Jobs -> PSA Desktop Error transferring inactive equipment location.
- Fix to allow to create Rates in the Contacts view if the user has the “Create” permission but doesn't have “Edit” permission.
- Fix to display 2 decimal places on Table total calculation in Custom Forms.
- Fix to Check for inactive flag when performing equipment transfer.
- Fix on RELATIONSHIPS - Attachment files not displayed when attachment tab is pressed after visiting Contacts -> Attachment.
- Fix on the company settings containing timecard exceptions for lunch breaks and there are also timecard custom fields setup, the creation of timecard custom fields would fail and an error would occur.
Release Notes Proven Jobs V11.0.32.0
- New Feature – Symbility feature to enable dates to sync – Click below to view updated guide
- New Feature – Third Party Administration Parent Automation from XA Parent XA Automation
- Enhancement – An “Add Job Type” parameter has been added to the AR Aging Report.
- Enhancement – Job - Add assigned person in the email body of ToDo feature
- Enhancement – Additional Mail merge fields have been added to Log Note Template fields including Building Type, Policy Holder, Policy Holder Address and Project number.
- Enhancement – Job Name and Time Completed columns have been added to the Job Workflow Report.
- Enhancement – A company setup option as been added to look up the job address on Google before creating the job. This feature will incur usage charges and must be turned on in
Settings>Company Settings> Jobs> Enable Google Verify Job Address.
Click below for detailed instructions
Google Verify Instructions
- Enhancement – Send notification of completed - To-Do the completed notification will get sent to all recipients, as opposed to just the creator of the To-Do.
- Enhancement – Switch buttons on Change Schedule.
- Bug Fix – Time Card, when deleting a timecard when you return to the same page the deleted timecard was located.
- Bug Fix – Photo Album needs to show pictures with the same order it is shown in job attachments.
- Bug Fix – To-do is not opening if came from reply.
- Bug Fix – Uncaught TypeError when adding a template to To-Do note replies
- Bug Fix – To make files Secured When making a folder Secured.
- Bug Fix – PSA Desktop sync on 0-hour labour cost is being created as quantity 1.
- Bug Fix – Does not allow you to close a job if someone is clocked into it.
- Bug Fix – PSA Desktop sync to transfer a Ship To on the customer created in PJM.
- Bug Fix – Incentive Package should qualify jobs with 0 or less than 0 Days.
- Bug Fix – Issue with opening of folder that contains apostrophes.
- Bug Fix – Workflow- Selected file should match to the document type of the job attachment.
- Bug Fix – Remove inactive contact methods from log note recipients list.
- Bug Fix – Ability to toggle fields off if to-do is past due.
- Bug Fix – Block deleting jobs in PJM if it has cost, timecards, equipment, or Invoices. -
- Bug Fix – Timecard Exceptions - Lunch Break in Company Setting.
- Enhancement – “Paid Jobs by Referrer” add Actual Revenue column has been added.
- Bug Fix – Trigger the Job Workflow when a file is uploaded to a job.
- Bug Fix – Payments syncing incorrectly when invoice is created during sync cycle PSA Desktop -> Proven Jobs.
- Bug Fix – When a closed job is re-opened, only the Accounting Closed date is removed, not the Production Closed date.
- Bug Fix – Jobs sync for mobile transferring inactive schedule jobs
V11.0.32.0
Releseed Jan 17th 2022
- New Feature – Symbility feature to enable dates to sync – Click below to view updated guide
- New Feature – Third Party Administration Parent Automation from XA Parent XA Automation
- Enhancement – An “Add Job Type” parameter has been added to the AR Aging Report.
- Enhancement – Job - Add assigned person in the email body of ToDo feature
- Enhancement – Additional Mail merge fields have been added to Log Note Template fields including Building Type, Policy Holder, Policy Holder Address and Project number.
- Enhancement – Job Name and Time Completed columns have been added to the Job Workflow Report.
- Enhancement – A company setup option as been added to look up the job address on Google before creating the job. This feature will incur usage charges and must be turned on in
Settings>Company Settings> Jobs> Enable Google Verify Job Address.
- Enhancement – Send notification of completed - To-Do the completed notification will get sent to all recipients, as opposed to just the creator of the To-Do.
- Enhancement – Switch buttons on Change Schedule.
- Bug Fix – Time Card, when deleting a timecard when you return to the same page the deleted timecard was located.
- Bug Fix – Photo Album needs to show pictures with the same order it is shown in job attachments.
- Bug Fix – To-do is not opening if came from reply.
- Bug Fix – Uncaught TypeError when adding a template to To-Do note replies
- Bug Fix – To make files Secured When making a folder Secured.
- Bug Fix – PSA Desktop sync on 0-hour labour cost is being created as quantity 1.
- Bug Fix – Does not allow you to close a job if someone is clocked into it.
- Bug Fix – PSA Desktop sync to transfer a Ship To on the customer created in PJM.
- Bug Fix – Incentive Package should qualify jobs with 0 or less than 0 Days.
- Bug Fix – Issue with opening of folder that contains apostrophes.
- Bug Fix – Workflow- Selected file should match to the document type of the job attachment.
- Bug Fix – Remove inactive contact methods from log note recipients list.
- Bug Fix – Ability to toggle fields off if to-do is past due.
- Bug Fix – Block deleting jobs in PJM if it has cost, timecards, equipment, or Invoices. -
- Bug Fix – Timecard Exceptions - Lunch Break in Company Setting.
- Enhancement – “Paid Jobs by Referrer” add Actual Revenue column has been added.
- Bug Fix – Trigger the Job Workflow when a file is uploaded to a job.
- Bug Fix – Payments syncing incorrectly when invoice is created during sync cycle PSA Desktop -> Proven Jobs.
- Bug Fix – When a closed job is re-opened, only the Accounting Closed date is removed, not the Production Closed date.
Bug Fix – Jobs sync for mobile transferring inactive schedule jobs
Canam is happy to announce the release of the latest version of PSA
Release Date: November 14th 2019
- New Xactimate integration via Web Services
- Added option to sync PSA Dates to XactAnalysis
- Added timecard "delete own" security option
- Added sort option on job attachment list view screen
- Added Matterport iframe to Job Edit
- Added ability to reopen closed Work Order for QuickBooks integrated companies
- Improve performance on timecard approval screen
- Fixed issue where you could not search by description in Timecard screen
- Fixed "Employee Type" and "Employee" filters on open Work Order Report
- Fixed Restriction ability on Advance schedule for “non workdays”
- Advance Schedule added ability to re-sequence
- Fixed error when auto-filling received date from workflow notification for employee type
- Fixed Merge Work Order to not allow merge when Work Order is converted/locked
- Fixed Actual Cost/Actual Cost No Rates Report, corrected Actual Revenue amount
- Fixed Open Work Order not filtering when emailed
- Display warning message for QuickBooks integrated companies when converting a Work Order for a job linked to the internal company
- Fixed printing notes from job
- Fixed Workflow setup where making changes to the workflow caused duplicate log notes
- Fixed issue with Floors and Rooms not importing properly from XactAnalysis
- Modify Company Note Report to be able to run for all companies
Release notes for V11.0.6.0
Release Date: June 26th 2019
- Added - NEW Smart Reporting feature (Business Intelligence)
- Added - Employees selection to the job creation screen
- Added - Start date range to the time card list
- Added - New Vendor Certificate report
- Added - Additional address report
- Fixed - Customer portal to allow username names to be used more than once
- Fixed - Log note topics coming from Desktop
- Fixed - Title sync from PSA Desktop
- Fixed - Issue with Equipment sync when barcode is empty
- Added - Discounts to sync from PSA Desktop on costs
- Fixed - Financial screen to remove taxes from totals revenue
- Fixed - Subfolders containing special characters to sync
- Fixed - Add Reminder functionality on the Workflow Setup
- Fixed - The workflow log note created for end trigger without job date entered
- Fixed - Tax adjustments syncing from PSA Desktop
- Fixed - Issue with payments in QuickBooks Desktop that contain decimal places beyond two places
- Fixed - Allow up to 2 decimal places for Revenue % and Completed %
- Fixed - Issue with recover deleted work order on the web not re-sync to Desktop
- Fixed - Job type edit page to show only active categories
- Fixed - The Booking report
- Fixed - Hours by Job report to show all jobs
- Fixed - Job Completed report
- Fixed - Job Note report when trying to send via email
- Added - Mail Merge flow, creating snap shot of document and default font and font size
- Added - Time Card Approval report change start date format
V11.0.6.0 Release Notes
Release Date: June 26th 2019
- Added - NEW Smart Reporting feature (Business Intelligence)
- Added - Employees selection to the job creation screen
- Added - Start date range to the time card list
- Added - New Vendor Certificate report
- Added - Additional address report
- Fixed - Customer portal to allow username names to be used more than once
- Fixed - Log note topics coming from Desktop
- Fixed - Title sync from PSA Desktop
- Fixed - Issue with Equipment sync when barcode is empty
- Added - Discounts to sync from PSA Desktop on costs
- Fixed - Financial screen to remove taxes from totals revenue
- Fixed - Subfolders containing special characters to sync
- Fixed - Add Reminder functionality on the Workflow Setup
- Fixed - The workflow log note created for end trigger without job date entered
- Fixed - Tax adjustments syncing from PSA Desktop
- Fixed - Issue with payments in QuickBooks Desktop that contain decimal places
- Fixed - Allow up to 2 decimal places for Revenue % and Completed %
- Fixed - Issue with recover deleted work order on the web not re-sync to Desktop
- Fixed - Job type edit page to show only active categories
- Fixed - The Booking report
- Fixed - Hours by Job report to show all jobs
- Fixed - Job Completed report
- Fixed - Job Note report when trying to send via email
- Added - Mail Merge flow, creating snap shot of document and default font and font size
- Added - Time Card Approval report change start date format