Release Notes: Nov, 4th, 2024

Overview

In this release, we’ve enhanced our contract management system, improved billing accuracy, and expanded workforce functionality. Highlights include a comprehensive Contract Manager, a new report on unserviceable addresses, and streamlined interface improvements.

User Interface

• [Fixed] Resolved an issue that grouped addresses with different thoroughfares.
• [Fixed] Bug causing the Contacts panel to appear blank after reopening.

Contract Management

Introducing our new Contract Manager for seamless, end-to-end contract management.

• Contract Creation (Admin Functionality)
  Admins can now create customizable contract templates in multiple languages with merge tags for auto-population.
• Managing Contracts (CSR Functionality)
  Agents can add contracts to accounts, trigger signing notifications, and send reminders for pending signatures.
• Customer Signing Process
  Customers can view and sign contracts directly in their portal, with real-time status updates and notifications.
• Permissions
  Enable who can use the Contract Manager through Roles > Accounts > Contracts and control templates with Admin > Documents permissions.

Checkout

• Unserviceable Addresses Report
  Access a report of unserviceable addresses entered at checkout, including any provided emails.
  Report > Checkout > Unserviceable Addresses.
• A new report of unserviceable addresses entered at checkout is now available within the Reporting module > Checkout > Unserviceable Addresses

Billing

• Late Fee Logic Update
  Late fees will no longer apply to other overdue service invoices with existing late fees.

Workforce

• Mobile Workflow Triggers
  Technicians can now trigger workflows directly from the field service app.
• Schedule Overview Enhancements
  New schedule view shows technicians' total working and travel times, enabling supervisors to assess technician availability better.
  

Tickets

• Deactivated User Filters
  Deactivated users now appear at the bottom of the assignees' filter and are included in the followers filter.
  

API

• Field Replacement
  The "assignedWorkOrders" and "assignedTechnicians" fields are being deprecated in favour of the new "technicianWorkOrderAssignations" field.