PSA WEB Release Notes V10.0.5.0


(Release Date: April 4th 2018)

Jobs Management Updates:
Added - When duplicating a job to choose just general notes & inspected date
Added - The ability to print a customized estimate from the work order screen
Added - Option to allow scheduling a locked (converted) work order
Added - The “Parent” field to available log note template fields
Added - Button to include all job contacts and/or Employees when emailing log notes
Added - Customer column to job list
Added - Fill contact address from customer option
Added - Create button to contacts via companies
Fixed - Sync log created date correctly
Fixed - Search for job contacts/companies
Fixed - Role creation/saving in Safari Browser
Fixed - Inactive records no longer display on job relationship drop downs
Fixed - Jobs with production closed date now viewable from control center 
Fixed - Do not hide duplicate button after duplicating a job

(Optional) Property Management Updates:
Added – “Property Type” in Company Settings
Added – “Property Owner” field on company record
Added – “Property Company” select on Job Information screen
Added – “Transfer to Job” option to add contacts to job when the site is selected
Added – Security prompt when changing “Property Company” on job

QuickBooks Updates:
Added – Support for QuickBooks Online to sync sales receipts

Reports Updates:
Fixed - Grouping in Equipment History Report to prevent duplication

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