Release Notes 3.17.0
- Andrew Hill (Deactivated)
- Mickey Bushman
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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
NEW ServiceMobility now supports enhanced timecard functionality with alerts to the mobile worker on actions to the timecard.
NEW ServiceMobility now allows the payroll timecard functionality of check-in and check-out. This functionality is configurable at the application level. When enabled, the mobile worker is required to check-in prior to starting any work orders. The mobile worker may also specify start and completion of break and completion of day (check-out).
NEW ServiceMobility now reports back timestamp and GPS location at a configurable interval so that the back office (ServiceScheduling, ServiceMobility Web Management Console, etc) would know that the mobile worker's device has connectivity. The default reporting interval is five (5) minutes.
NEW ServiceMobility now supports the ability to require a signature at the work order level given that the work order rule IsSigReq is set to true. Previously, ServiceMobility only supported signature capture requirement by application configuration.
NEW ServiceMobility now allows the mobile worker to manually change a line item's price, given that the work order rule CanSetPrice is set to true.
NEW ServiceMobility now provides the mobile worker to optionally make a line item chargeable when the work order is in warranty when the work order rule CanSetChargeable is true.
NEW ServiceMobility now empowers the mobile worker to manually select and apply one or more work order discounts when the work order rule CanEditDiscounts is true. By setting a discount's isApplied property to true, the discount will be applied by default upon entry into the work order. The technician may then manually change what discounts are applied.
NEW ServiceMobility now provides the ability to specify the maximum discount a customer may receive. This max discount may be specified by percentage off or maximum dollar amount.
NEW ServiceMobility now captures when a mobile worker starts and ends travel to a work order.
NEW ServiceMobility now provides the technician with the ability to view an asset's service history. This functionality is viewable within the history tab of the work order assets sub-module.
NEW ServiceMobility now supports the ability to display a link within a FlexView field.
ESB Release Notes
New Features
Asset API
NEW Insert/Update of an Asset now supported via PUTs and deletion through DELETE.
NEW Querying asset(s) now supported through GET.
NEW Service History of an asset now supported.
Inventory Load API
ADD Now supports POST operation.
ADD Users imported through Excel template now receives email with login credentials.
TimeEntry API
NEW Now supports advance query constructs.
Work Order API
NEW Allows rule to indicate if signature is required for the job.
NEW Added support for maximum discount rules for mobile worker.
Application Changes
CHANGE Only JSON payload for REST APIs will be supported beginning this release.
Excel Data Import API
CHANGE Now sends email with login credentials to users imported using Excel.
Shipment API
CHANGE Shipment numbers are now generated automatically if not supplied in a JSON payload.
CHANGE Now shipment numbers generated automatically for forced adjustments to an inventory.
CHANGE Now validates that all serial numbers within the shipment are unique.
CHANGE Now automatically applies a forced load (inventory adjustment) on the server and sets the status to 1002 (received). Previously the forced load would have to be received by the mobile device, auto applied, and then the adjustment transactions uploaded to the server. This delay could be confusing for a back office worker.
Work Order API
CHANGE Now uses new discounts in JSON format when processing work orders.
Web Management Console Release Notes
New Features
Account/Account Location Module
This new module allows for the management of assets.
NEW Added Service History tab in account location detail screen.
Asset Management Module
NEW Assets Management Module
This module provides visibility to all assets in the system through advanced filters, search, sort, and export capabilities. Other capabilities include adding, updating, and deleting assets to the inventory or to specific locations. Recently worked assets may be viewed using the convenient 'Recent Assets' link.
Assets List Screen
Assets Detail Screen
Besides viewing asset information, users may also review service history associated with the asset. Work orders for an asset can also be created while viewing asset details.
Asset Detail Screen
Asset Service History Screen
Time Reporting Module
NEW Time Reporting Module
This module provides visibility to authorized timecards in the system through search, sort, and export capabilities. Other capabilities include approving, declining, and reopening of timecards.
Timecard Summary Screen
Timecard Detail screen
Work Order Module
NEW Work orders are now searchable by asset name.
NEW Assets if any associated with an work order now may be viewed directly from the work orders list.
NEW Work orders list may now be filtered by follow-up action.
NEW Assets Tab
When creating a new work order, existing assets at a location or newly created assets may be added or updated. When viewing/editing an existing work order associated assets are listed in this tab. These list is hyperlinked to view individual assets.
Work Order Screen - Assets Tab
Work Order Screen - Add Existing Asset
NEW Recent Work Orders
Provides a list of recently worked orders that may be searched, sorted and exported.
Recent Work Order Screen
NEW Tasks Tab
Details of Tasks within a work order may now be viewed in the Tasks tab.
Tasks tab in Work Order detail screen
Application Changes
Account/Account Location Module
CHANGE Now provides ability to view, filter, sort and export assets associated with an account location. New asset may now be added from the account location detail screen.
Inventory Shipments Management Module
CHANGE Shipment numbers are no longer mandatory when creating a new shipment. The shipment number is now automatically generated if not provided.
CHANGE Shipment number and expected delivery date have been removed from the Adjust Inventory screen. They are automatically generated for forced adjustments.
Work Order Module
CHANGE All assets associated with the work order are automatically removed upon modifying the account location.
Resolved Issues
Work Order Module
FIXED First and Last name are now displayed under Contact information in work orders list.
FIXED When duplicating a work order, tasks associated with the newly created work order now restored to incomplete status.
Previously, once a mobile technician started work on a work order the back office was not allowed to change its status. This has been changed to allow the back office full control.
For more information, email us at info@servicepower.com.
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