PSA WEB V10 Release Notes

PSA WEB V10.0 RELEASE NOTES 

Jobs:
·         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.
 
Relationships:
·         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
 
Reports:
·         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

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