V11.0.37.0 Release Notes

June 20^th  11:59pm

• New Feature: File Annotation: Within the Proven Jobs job file, users now have the option to annotate photos. Proven Jobs File Annotation
• New Feature: Vendor Type Restriction: The option has been added within Settings -> Company Settings -> Jobs, “Not Allow Vendor Referrer”. This option enables the Company Administrator to define if the Vendor will be allowed as a selection as a Referral Company in the drop-down menu option. Proven Jobs Vendor Type Restriction
• New Feature: QuickBooks Work Order Convert Invoice Summary: Users now have the option to convert multiple work orders to a singular invoice. Proven Jobs QuickBooks Work Order Convert to Invoice Summary
• New Feature: Encircle Role Type Setup: Users will now have the new Ability to Setup Contact Types within Proven Jobs that are to be transferred to Encircle. Within Settings à Company Settings -> Integration -> If types are not defined by the company within settings, then the default role/ marketing positions will continue to be utilized. Proven Jobs Encircle Role Type Setup
• New Feature: Vendor Auto Expiry Notification: Development has added a new feature within Settings -> Company Settings -> Relationships -> Edit Certificate Notification Settings. Companies can now send out auto notifications to Vendors based on criteria set in place when certificates are set to expire. Proven Jobs Vendor Expiry Auto Notification
• New Feature: Internal Employee Auto Expiry Notification: Development has added a new feature within Settings -> Company Settings -> Relationships -> Edit Certificate Notification Settings. Companies can now send out auto notifications to Internal employees based on criteria set in place when certificates are set to expire. Proven Jobs Internal Employee Auto Expiry Notification
• New Feature: Work Order Report: Added to Work Order report to include Level/Floor grouping
• New Feature: Report “Job Listing – Franchise” Franchise Users Only: Addition to the report, added Revenue Percent column. Proven Jobs - Job Listing Franchise Report
• New Feature: Report “Job Listing – Style 2”: Addition to the report, added Revenue Percent column. Proven Jobs - Job Listing Style 2 Report
• New Feature: Mail Settings Test Connectivity: The addition of the “Test Connectivity” button within the mail settings screen. When the mail settings are enabled, within Settings -> Company Settings -> General -> Mail Settings, users now have the option to test the mail settings that have been set in place for the mail set up when utilizing the External Mail Server. Proven Jobs Mail Settings Test Connectivity
• New Feature: Log Note Topic for Inbound Emails: When users utilize the Log Note Creation option with the Job number in subject line along with the use of the External Mail Server, users now have the option to define the Default Log Note Topic for the Inbound Emails for when the Log Note is placed on the job file. Proven Jobs Log Note Topic for Inbound Emails
• New Feature Log Note Templates & Custom Forms Marketing Position Contact Title: Development has added Marketing Position Contact Title to Log Note Templates and Custom Form Fill From fields. Settings -> Company Settings -> Relationships -> Edit Note Templates, in addition to Settings -> Company Settings -> General -> Edit Custom Forms.
• New Feature Custom Forms Addition of Location County: Development has added the option of Location County to Custom Forms “Fill From” Fields within Custom Form Set Up. Settings -> Company Settings -> General -> Edit Custom Forms
• New Feature: Financials Totals Tab Additions: Development has added additional financial options for viewing. Now available are Total Amount Invoice, Total Amount Paid, Total Amount Outstanding. Proven Jobs Financials Totals
• New Feature: Payments Included within Invoice Tab: Payments are now visible within the Invoice section of the Financials tab on the job file. Proven Jobs "Payments" Included within Invoice Tab
• New Feature: Advanced Schedule option to Hide Closed/Vouchered Work Orders: Added to Advance schedule to check box “Hide Closed/Vouchered Work Orders”. This option will hide any closed or vouchered work ordered from the Advanced Schedule screen when selected.  Proven Jobs Advanced Schedule Hide Closed/Vouchered Work Orders
• New Feature Modification to Control Center Notes Tab, Column Name: Changed the column name from "Completed" to "Status" within Control Center, Notes Tab. Proven Jobs Control Center Status
• New Feature: Proven Jobs Desktop Accounting Users Addition of Product Default Cost Type: Development has added the ability to apply a default cost type to Products. Within the main products menu option users will now have the ability to edit the “Default Cost Type”. When utilized within Work Order creation the default cost type will apply.  Proven Jobs Desktop Product Default Cost Type
• New Feature: Job Lost Code/Production Closed Date: When a Job Lost Code is removed on a Proven Jobs job file, the Production Closed Date will automatically be removed within the Dates tab.
• New Feature: Time Card Approval Report – New: Modified the report to increase font size and make the size bolder for visibility. Proven Jobs Time Card Report - New Modifications
• Fix Improved import of attachments from Encircle and Symbility. This fix addresses the delay on the import of the attachments from the integrated systems.
• Fix for Workflow reminder notifications not logging on the Notes tab within the job file.
• Fix Equipment Tab in Job File as well as Equipment Tracking Screen, Error in the page when filtering date.
• Fix on Alternative status not updating from completed workflow that utilizing a Alternative status fill from date.
• Fix to Workflow exception error when adding end trigger note in Jobs Add Notes To Do.
• Fix to Workflow Not Complete after log note was entered.
• Fix when Updating voucher to actual costs in QBO, makes costs are not updated in Proven Jobs job file.
• Fix to Log Note Template - Displaying Wrong Date due to Time Zone issues.
• Fix to workflow Error in the console when completing a workflow with date end trigger.
• Fix to the export Job List address issue.
• Fix to Symbility revisions is not handled accurately when creating credit line items, which in turn are causing estimate revenue totals that are incorrect.
• Fix to PSA Desktop sync issue (equipment Date received.
• Fix on job creation when related relationship referrer is the same as the selected referrer.
• Fix to now allow deleted contact methods or deleted contact method types from customer on job creation -
• Fix Notifications for Job Workflow when job employee and/or job company changed.
• Fix to Trigger the Job Workflow when a file is uploaded to a job from Mobile.
• Fix Proven Jobs Desktop Accounting to Proven Jobs system, to handle NSF Prepayments sync as positive value