Planned Server Maintenance Friday February 25, 2022

** Server Maintenance **

As part of our ongoing efforts to improve our products and services, we will be performing server maintenance on beginning at 10PM EST Friday, February 25, 2022 until 11PM EST Friday, February 25, 2021 for approximately 60 minutes to update our psarcweb.com services.

During this time, customers may experience some features / functionality to be delayed during this period. 

We have selected this time to minimize the impact to our customers.  The reliability of our services is our highest priority and this maintenance window is a key step on our path to improved stability and productivity of our products and services.

We apologize for any inconvenience this may cause.

Michael Hogan

Technical Support Manager

Proven Jobs Release notes February 21, 2022

V11.0.33.0 Release Notes

February 21st 2022 11:59pm

  • New Feature: Editing Images within a Job File: Allows for the ability to edit images within the job in any view option. Users now have the option to Rotate or Crop the image, once edited the users will have the ability to save or save a copy of the image.  Proven Jobs Editing Images
  • New Feature: Job Audit Trail:  A Job Audit Trail is now available. Users have the option to perform an audit within a Job File based on the Info, Dates and Relationships tab. In addition, users have the option to perform a system wide audit within Settingsà Proven Jobs Job Audit Trail
  • New Feature: Job Look-Up Export: Addition of Export to CSV button on Job Look-Up Screen. Users can Export data filtered within Job Look-Up screen by selecting “Export Job List”. Proven Jobs Job Look-Up Export
  • New Feature: Matterport: New support For Multiple Links on Job File.
  • New Feature: Control Center Modifications: Updated Control Center, new stage “Paid” has been created. Images have also been updated. Proven Jobs Control Center Modifications
  • New Feature: Referral Report by Employee: Revenue column added to “Referral Report By Employee”. Paid Date has been added as a report filtering parameter. Proven Jobs Referral Report by Employee
  • New Feature: Ability to Add Multiple Job Types & Subtypes to a Single Workflow Users have the option to add multiple Job Types and the associated sub types to a single Workflow Set Up. Proven Jobs Workflow Modification
  • New Feature: Work Order Addition of Date Created: Added “Date Created” column to Work Order Screen within Job File Proven Jobs Work Order Date Created
  • New Feature: Time Sheet Report Addition of the “All” option with the "Show Inactive" Employees Parameter ,”Time Sheet report” Proven Jobs Time Sheet Report Modification
  • New Feature: Modification on Google Address Lookup Box, this was completed to coincide with our Proven CRM software.
  • New Feature: Access Linked Encircle Job File from Job, Users have the ability to access Encircle from within Proven Jobs job file from within the newly created Encircle tab. Proven Jobs Access Encircle
  • Fix: Proven OnSite Label: Addition of Error message for Default Proven OnSite Label in Company Settings page – Maximum length of characters is 30 for this label area. If exceeding when user selects save, an error message will appear indicating that user has exceeded the character limit. Proven Jobs - Proven OnSite Label
  • Fix If Unit was not entered upon entry of Xactimate line item. Importing into Proven Jobs will default the unit to Ea (Each).
  • Fix Emergency Tracker report modifications.
  • Fix: Jobs sync updates for Proven Jobs Mobile transferring inactive job schedules.
  • Fix: Work Order Issue - Update Category and selector not updating
  • Fix: Inline Work Order Description Multiple lines issues displays as single line
  • Fix issue with concurrency on timecard period inserting
  • New Feature: To Do Reply Note Topic Users have the option to set a Default Note Topic to ‘To-Do” Reply’s, SettingsàCompany Settingsà Relationships Proven Jobs To-Do Reply Note Topic
  • Fix on Employee that has been recovered via Recovered/ Deleted that did not recover employee record if that had been deleted as well.
  • Fix on Job Management New report - exception when employee roles not set.
  • Fix on Public uploads so that they cannot be deleted if language is French.
  • Fix to Symbility synchronization - Does not export public files if Import Attachments is not selected.
  • Fix Duplicated log notes for past due workflow
  • Fix: QuickBooks Desktop to Proven Jobs Credit Card: Credit does not sync when payee is not in Proven Jobs within RelationshipsàCompanies
  • New Feature: Send Company to QuickBooks on Selected Date: The addition within in company settings to trigger the sync of Customer and Job to QuickBooks if selected date has been entered on the Job File (pertains to QuickBooks Online and QuickBooks Desktop) Proven Jobs - Job Date Send to QuickBooks
  • New Feature: QuickBooks Sync: In addition to the above new feature, Proven Solutions team has also added the addition of the Sync to QuickBooks Integration at the Customer Level. This feature can be utilized in conjunction with the date feature above or as a stand alone option. (pertains to QuickBooks Online and QuickBooks Desktop) Proven Jobs QuickBooks Integration Customer Record

Planned server maintenance Monday February 21

** Server Maintenance **

As part of our ongoing efforts to improve our products and services, we will be performing server maintenance on beginning at 11PM EST Monday, February 21, 2022 until 1AM EST Tuesday, February 22, 2021 for approximately 120 minutes to update our psarcweb.com services.

During this time, customers may experience some features / functionality to be delayed during this period. 

We have selected this time to minimize the impact to our customers.  The reliability of our services is our highest priority and this maintenance window is a key step on our path to improved stability and productivity of our products and services.

We apologize for any inconvenience this may cause.

Michael Hogan

Technical Support Manager

Proven Mobile V 4.3.18

Release Date: 02/08/22

  • Update includes file uploading improvements 

Proven Mobile V 4.3.17

Hello PSA Users, 

The newest version of PSA Mobile Build 4.3.17 will be released tomorrow, January 25, 2022.  It will be available for download depending on Google Play and Apple Store rollout schedules. 

The new release includes:

Release Date January 25, 2022

  • Fixes for file uploading:
    • Enhancement - We have added a Pop-up confirmation message when moving away from the Attachments screen when it contains items still pending to be uploaded.
    • Bug Fix - Android - The File Chooser option was not working.
    • Bug Fix - Android and iOS – Fixes have been made to avoid loss of pictures when using our in-app camera feature.
  • Bug Fix - Addressed issue with filename that contain special characters on file downloading (only iOS); [ / \ ? % * : | " < > ]
  • Proven OnSite:
    • Bug Fix – Improved functionality on Proven OnSite buttons.
    • Bug Fix- for log-out and log-in when travel is ongoing.
    • Bug Fix - for when job does not sync and there is ongoing travel.
  • Enhancement –  An audit log now exists for Uploaded Files.  They can be exported from Sync Info>History> Export Audit Log
    • iOS user can save the file to a designated location,
    • Android will auto save to the downloads folder.
  • Enhancement - Job Lookup Screen>Job/My Schedule – A “See More” button has been added that will show a pop-up window with the full schedule notes.

Release Notes V11.0.32.0

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

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