Release Notes 3.18.0
- Mickey Bushman
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This document contains information confidential to ServicePower Technologies plc. This information is patented under European Patent Number 97301142.2-2201 (Appointment booking and scheduling system). The information is supplied by ServicePower Technologies plc on the understanding that it will not be used in any way which is or may be detrimental to the commercial interests of ServicePower Technologies plc. In particular, the contents may not be disclosed in part or in whole to any other party without the prior written consent of ServicePower Technologies plc.
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About this Release
This release represents a major improvement to our web management console.
Minimum System Requirements
Mobile Application
- iPhone running iOS 13+
- iPad running iOS 13+
- Android phones and tablets running Android 9.0+
- Devices (including laptops, desktops, tablets, etc. ) running the latest versions of Chrome or Edge
Mobile Application Release Notes
New Features
Inventory Management Module
NEW ServiceMobility now supports the ability to disposition a part when receiving an inventory shipment. Any dispositioned part (i.e. damaged, wrong part, etc) will be put in its own bucket in inventory.
NEW ServiceMobility now supports the ability to associated FlexViews for a part within the physical inventory process. These FlexViews will be displayed on both the list and in the part detail.
NEW ServiceMobility now supports the ability to require technicians to enter a validation code when transferring inventory. The validation code will be entered in on both technicians' devices to ensure that the parts being transferred matching on both devices. This validation code is takes into account current device date, the specific parts, their quantities, serial numbers (if serial-controlled), the technician receiving the inventory, and the technician transferring the inventory. The transfer may only go through if the correct validation code is provided.
NEW ServiceMobility now provides the transfer history to the technician for any transfers that have not been completed from both parties. This is available within inventory transfer process.
Work Order Module
NEW ServiceMobility now supports the ability to restrict mobile functionality within work order for helper technicians.
NEW ServiceMobility now provides the ability to require the technician to capture a valid asset serial number prior to closing the work order. If a valid serial number has not been entered, the technician will receive a pop-up message indicating that a valid asset serial number must be captured prior to closing the work order. This is validated against a regular expression passed in with the work order property WorkOrder.Rules.SerialNumPattern and only enforced when WorkOrder.Rules.IsAssetSerialNumReq is true.
NEW ServiceMobility now provides the ability to require the technician to capture a valid service code prior to closing the work order. If a valid service code has not been captured, the technician will receive a pop-up message indicating that a service code must be captured prior to closing the work order. This is enforced when the property WorkOrder.Rules.IsServiceCodeReq is true.
NEW ServiceMobility now sets the IsRead flag on the work order to true when the technician navigates to the Work Order Preview screen. This information is sent back to ServiceScheduling and will be represented under the contacted status.
NEW FlexViews within ServiceMobility now support the mailto link. If a mailto link is passed in, the application will navigate to the device's default email application, and the information in the link will pre-populate the appropriate fields.
NEW ServiceMobility now persists the state of the work order when a work order has been paused. If the user had previously paused a work order and clears the cache on the browser, the work order will now remember that the work order is in a paused state.
NEW When duplicating a work order within the mobile application, discounts, FlexForms, and tax information is now copied from the original work order to the one.
NEW ServiceMobility now supports flagging a work order for excessive service. When the excessive service flag is set to true, a visual indicator is displayed on technician's schedule as well as on the Work Order Preview screen.
NEW ServiceMobility's pricing model has been enhanced to support both tier and account-specific pricing. Now, when a line item is added to the work order, the application will first check to see if account-specific pricing exists for the newly added part. If an account-specific price is found, that price will be used as the base price. If no account-specific pricing exists, the application will then check for tier specific pricing (if the account is associated with a pricing tier). If a tier-specific price is found, that price will be used as the base price. If not, the retail price will be used as the base price.
Note: After the base price is found, discounts are then applied to that price.
NEW ServiceMobility now allows the technician to email a work order estimate directly to the customer, provided that the property WorkOrder.EmailEstimate is true.
NEW ServiceMobility now provides the technician with the ability to schedule follow-up service directly from their mobile device when the third party Appointment Search and Book Job REST APIs are implemented by the client. The technician may request available appointment windows for a given day. Upon receiving them back from Appointment Search API, they may select one and book follow-up service in real-time through the Book Job REST API.
NEW ServiceMobility now allows the technician to toggle the repeat call flag (on/off) from within the mobile application, provided the work order property WorkOrder.Rules.CanEditRepeatCall is true.
NEW ServiceMobility now allows the technician to modify the work order type flag from within the mobile application. This is allowed when the work order property WorkOrder.Rules.CanEditOrderType is true.
NEW ServiceMobility now supports IVR call ahead when integrated to a third party IVR system. The technician may indicate the work order contact to target and the message they would like to send (customer configurable). The technician may then track the status via the mobile application.
NEW ServiceMobility now supports the ability to flag one or more FlexForms to be included on the customer invoice PDF (and emailed to the customer).
NEW ServiceMobility now supports the ability to add a disposition (damaged, etc) to a part when returning it within a work order. These parts are then put into their own disposition bucket within inventory. Dispositions are configurable through system categories.
NEW ServiceMobility now empowers the technician authorize service contracts within the field. Service contracts may be restricted by valid service codes, serial numbers, and require the technician to enter a valid authorization code. This functionality is available when the work order property WorkOrder.Rules.CanUseServiceContract is set to true.
NEW ServiceMobility now provides visibility into their peers' inventory through the parts locator functionality. A technician may locate a required part when searching the parts catalog within the work order module or from the inventory management module. All technicians and warehouse locations associated with their work center having the requested part will be provided along with their contact information in both list and on a map (in order of distance).
NEW ServiceMobility now supports the ability to restrict a technician from closing a work order that contains ordered parts with the status of closed-complete if one or more parts are not paid in full or designated to ship to the technician. This is enforced when the work order property WorkOrder.Rules.ValidateMailOrderParts is true.
Application Changes
Work Order Module
CHANGE ServiceMobility previously displayed "No Title" on the technician's schedule when a work order title was missing. A change has been made to simply omit that field when no title has been provided.
CHANGE Enhancements have been made to the parts availability functionality for ordered parts. The technician may now specify the urgency (standard, urgent) and the delivery location (bill-to address, service address, technician) when checking for availability.
CHANGE Advanced shipped parts on a work order will no longer require the technician to receive those parts into inventory prior to closing the work order.
ESB Release Notes
New Features
Account Pricing API
NEW Insert/Update of account pricing now supported via PUT/POST and deletion through DELETE.
NEW Querying account pricing now supported through GET.
Appointment Search API
NEW Request all available appointment slots from a third party system using PUT.
Book Job API
NEW Book a job through a third party system using PUT.
Developer JWT API
NEW Querying all developer IDs for the entity through GET when using /seiapi/v3/DeveloperToken?customerid=xxxx&customercode=xxxx
NEW Querying details about an existing developer ID through GET when using /seiapi/v3/DeveloperToken/${id}?customerid=xxxx&customercode=xxxx
NEW Generate a new JWT for a specified developer ID via PUT when using /seiapi/v3/DeveloperToken/${id}?customerid=xxxx&customercode=xxxx
NEW Delete a specified developer ID via DELETE when using /seiapi/v3/DeveloperToken/${id}?customerid=xxxx&customercode=xxxx
NEW Blacklist a specified developer ID via PUT when using /seiapi/v3/DeveloperToken/${id}/blacklist?customerid=xxxx&customercode=xxxx
Inventory Load API
NEW Added additional object for dispositioned parts.
Service Contract API
NEW Insert/Update of an Asset now supported via PUT/POST and deletion through DELETE.
NEW Querying service contract now supported through GET.
Tier Pricing API
NEW Insert/Update of a tier pricing now supported via PUT/POST and deletion through DELETE.
NEW Querying tier pricing now supported through GET.
Work Order API
NEW Allows rule to indicate if work order is a helper order.
NEW Allows rule to indicate if valid serial number is required prior to closing. Also, a regular expression can be provided that the serial number is validated against.
NEW Allows rule to indicate a valid service code is required prior to closing the work order.
NEW Allows rule to indicate if the technician may modify the work order type.
NEW Allows rule to indicate if the technician may modify the repeat call flag.
NEW Allows rule to indicate if the technician may manually add a service contract to the work order.
NEW Allows rule to indicate if the technician may send an IVR message to the work order contacts.
NEW Allows rule to indicate if the mail out parts logic will be enforced.
NEW Added support for service contracts to the work order.
NEW Added the IsRead flag to the work order.
NEW Added the ability to flag an estimate PDF and email it directly to the customer
NEW Added the ability to flag a FlexForm for inclusion into the invoice PDF.
NEW Added disposition field to a returned part.
NEW Added additional fields for parts availability for ship to location and urgency.
Work Order Invoice API
NEW Query all invoices for specified work order through GET when using WorkOrder/${OrderNum}/Invoices.
NEW Query the latest invoice for specified work order through GET when using WorkOrder/${OrderNum}/Invoice.
NEW Query a specific invoice for a work order through GET when using WorkOrder/${OrderNum}/Invoice/${FileName}
Work Order Estimate API
NEW Query all estimates for specified work order through GET when using WorkOrder/${OrderNum}/Estimates.
NEW Query the latest estimate for specified work order through GET when using WorkOrder/${OrderNum}/Estimate.
NEW Query a specific estimate for a work order through GET when using WorkOrder/${OrderNum}/Estimate/${FileName}
Application Changes
Reset Password API
CHANGE Will not email the user when using 3rd party authentication.
Web Management Console Release Notes
New Features
Reports Module
NEW Audit Report - TBD
The audit report provides the ability to view a given set of technician audit records that have been uploaded from the mobile application.
Audit Report - Select Criteria
Audit Report - Results
User Management Module
NEW Ability for any valid user to view, edit, change, and reset their password.
Work Order Module
NEW Ability to view and modify Email Invoice flag and invoice email address from Nexus within the add new and edit work order screens
NEW Invoice Tab - TBD
When a work order has been closed (closed-complete or closed-incomplete), the invoice tab will be displayed where the user can view the list of all invoice PDFs generated for the work order. The user may then click on a specific invoice to view the PDF. The invoice PDF may be downloaded and saved by clicking on the download icon on either screen.
Work Order Screen - Invoice Tab (Invoice List)
Work Order Screen - Invoice Tab (View PDF)
For more information, email us at info@servicepower.com.
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