Updates / New Features
- We have revamped the add a day function for moves with multiple days. You will now see when a job is booked it will show a new button at the top of page 6 of the estimate called "Multi-Day". If you select this it will allow you to add multiple days, and then select how many guys, trucks, hours, and money value is allocated for each day.
- We added a new section on the confirmation page for viewing, adding, or editing materials on the move.
- We have optimized the loading of the calendar and dispatch page to better help with the speed and flow when booking a job.
- We have added an option when adding phone numbers when you select a business number it now has a new field for extension in case the customer has a extension within their contact phone number.
- We have added functionality within HR when viewing a customer a new tab called "Disciplinary" which allows you to make notes and events within this section. So that you can keep keep track of important things for a specific employee.
- We have added a new column for "Referral Source" to the report "Estimates by Customer".
- On the close out jobs page when adding credit card payments with your integrated merchant we have added a new column for "Approval Code" so that you can easily see or compare a transaction with your merchant if needed.
- We have added a new column to the csv export report for "Sales by Customer" for "email".
- For companies with multiple branches we have added a dropdown for the branches on the "Close Out Jobs" page that way you can easily sort the jobs that need to be closed out by location.
- We have added the ability to delete images that are uploaded within estimates and digital BOL for company admins.
Bug Fixes
- When uploading images within estimate page 2 it would not allow you to upload a file in .png format. This is fixed.
- For overnight jobs the system would not accept times that extend past 11:59pm. This is fixed.
- On the moves tab within a customer if you were to try and add past completed jobs it was giving an error. This is fixed.