About this Release

This release adds significant new functionally to the mobile application:

• Ability to collect mobile payments in the field.

• Support for tax rate tables.

• Mobile Parts Ordering.

• Emailing PDF invoices to customers after service has been completed.

• Offline and online parts lookup.

• Implementation of the v3 REST API for the Product catalog.

• Support for the larger iPhone 6 devices and higher-resolution iOS devices including iPads.

Mobile Application Release Notes

New Features

NEW Ability to Collect Mobile Payments in the Field

The ServiceMobility application can now collect credit card payments in the field. This requires the service provider to have a merchant account setup and configured within our system.

Related

• ServiceMobility User Guide: Collecting Payments

• ServiceMobility Technical Guide: Payments

NEW Enhanced Mobile Pricing with Configurable Tax Tables

ServiceMobility now supports custom tax rate tables. The tax tables are configured by zip code and then further broken down by work order type and line item type. When a new work order is added to the system and no tax rate information is provided the system will use the account location's zip code to look up the appropriate tax rate table and add it to the work order definition before sending it to the mobile device. If the tax rate information is provided with the work order then the system will not change them. This allows for unique overrides such as customers that are tax exempt. 

• The tax rate tables are managed via the new TaxRate REST API. 

Related

• ServiceMobility Technical Guide: Tax Rates

• ServiceMobility Integration Guide: TaxRate REST API

NEW Parts Ordering

ServiceMobility now supports technicians ordering one or more parts while in the field. When a technician orders a part, the mobile application will automatically attempt to connect to the ServiceBroker and determine the shipping ETA for the part. The technician uses the ETA to provide information to the customer on when they will be able to return to complete the service. 

 The ability to update the part's shipping ETA requires network connectivity. If no connectivity is available, the part can still be ordered however no ETA will be provided. 

Related

• ServiceMobility User's Guide: Parts Ordering

• ServiceMobility Technical Guide: Parts Ordering

NEW Online Parts Lookup

ServiceMobility parts lookup has been enhanced to support both offline and online part's lookup. Prior to this release ServiceMobility was only able to lookup parts that were in the offline catalog. This obviously required the entire parts catalog to be downloaded for offline use which could be an issue for customers that had very large catalogs. 

With the new online parts lookup, the product catalog has been enhanced with a new flag that identifies if the part should be downloaded for offline use. This flag is typically set on the most commonly used parts. When the technician is using the application and is searching for parts the application will first list all parts that are in the offline catalog. At the bottom of the screen there will be a link to search for more parts online. If the technician clicks on the link, the application will send the search criteria to the ServiceBroker and return additional parts in realtime. 

 The online parts looks requires network connectivity to operate. If there is no network connectivity the application will continue to run however, the technician will only be able to search for products in the offline catalog. 

Related

• ServiceMobility User's Guide: Parts Lookup

NEW Email Customer Invoices

ServiceMobility is now capable of emailing PDF invoices directly to the customer after the service has been completed. The mobile application allows for editing the email address where the invoice should be emailed and if and email should even be sent. The actual implementation of emailing the invoice to the customer is handled by the ServiceBroker ESB and not the mobile application.

There is a new work order property, EmailInvoice, which must be set to true to enable the option of emailing a customer a copy of the invoice. Once enabled, an optional Invoice Email input field will be displayed on the work order summary screen allowing the email address to be entered. If no email address is entered, then the invoice will not be emailed. 

Related

• ServiceMobility User's Guide: Emailing Invoices

• ServiceMobility Technical Guide: Emailing Invoices

Application Changes

This sections outlines changes in existing application functionality.

CHANGE Work Order Summary View Changes

• Updated to display calculated tax information if the work order is flagged as billable. If the work order is not billable then the tax information will not be displayed.

• Updated to collect the optional email address that should be used to email the customer a copy of the invoice.

CHANGE Work Order Lines Items Module Changes

The Work Order's Line Items navigation has been enhanced to support parts ordering. Previously clicking on the Line Items toolbar button would simply take you to the Line Items page, which contained a Mode button to switch between adding parts used and parts returned.

With 3.11, clicking on the Line Items toolbar button will now take the application to the Lines Items sub-module which contains a new toolbar - similar to how the asset sub-module works. The mode button on the old Line Items page has been removed and replaced with individual icons on the Line Items sub-module toolbar. 

Resolved Issues

FIXED Improved Support for iPhone 6 and iOS Functionality

The ServiceMobility application user interface has been enhanced to support the additional screen sizes, resolution and functionality of the iPhone6 class of devices and iOS 8.  

FIXED Breaks not Removed from Mobile Device When a Job is changed and the Break is Added to It

There was an issue on the mobile device, where a standalone break being displayed on the main schedule view would not be remove when a job overlapped it and Scheduling added it inside the job. Once the break is added inside a job it will show up as a sub-task within the job itself. 

ESB Release Notes

New Features

NEW Product REST API v3

This release includes a v3 implementation of the Product REST API with the following capabilities:

• Supports both JSON and XML data formats
• Additions to the data model
  • IsOffline - Identifies if the product should be available for offline lookup
• Support for deployment groups. The v1 implementation assumes the Default deployment group. 

 The old v1 REST API still exists and has not changed. 

Related

• ServiceMobility Integration Guide: Product REST API v3
• ServiceMobility Technical Guide: Deployment Groups

NEW Email Customer Invoices

A new service has been created in the ServiceBroker ESB which can email and invoice PDF to the customer. The default invoice template can be modified to meet the requirements of the organization on whose behalf the email is being sent. 

Related

• ServiceMobility Technical Guide: Email Customer Invoices

NEW New Parts Ordering REST API

A new parts ordering REST API has been created. This API is designed to be called form the mobile application when it needs to retrieve the ETA for parts being ordered. The ServiceBroker ESB will validate the mobile credentials and then pass the request on to the customers backend system. Once the customer responds, the ServiceBroker ESB will forward the reply back to the mobile application. 

 This API requires the customer to implement an appropriate API on their backend system. 

Related

• ServiceMobility Technical Guide: Parts Ordering
• ServiceMobility Integration Guide: Parts Ordering REST API

NEW New Tax Rate REST API

A new Tax Rate REST API has been added to manage all of the tax tables. 

NEW The Work Order REST API has been enhanced to include the following optional fields

• EmailInvoice - A boolean that determines if the emailing of the invoice is allowed for the account location.
• Taxes - An object that contains the tax details for the account location associated with the work order.
• Totals  - An object that contains calculated totals for the work order.
• IsBillable - A boolean that determines if the work order is billable or not. If false, then not pricing information is shown and the payment screen will not be available. 

Application Changes

CHANGE REST API Validation Reporting

The ServiceBroker ESB continues to improve on the details it returns when there is an issue with a request. 

Resolved Issues

FIXED Inventory Count REST API was not ignoring the ProdAttrs.IsInvCtrl property

FIXED Inventory LOAD REST API was not properly validating the ProdAttrs.IsBatch and ProdAttrs.IsSerialized properties

FIXED Inventory REST API was not validating the StorageLocation value on the URL with that of the object being passed in

Web Management Portal Release Notes

Resolved Issues

FIXED Resolved an issue where drag and drop was not working on the scheduler screen

FIXED Resolved an issue where an "Internal Error" would be displayed when trying to update a work order created by the backend that contained assets