Highlights
New Dispatch Board: Job Comments Setting - We've added a Job Comments toggle to the New Dispatch Board. You can now hide or show them through the orange More button.
Estimate Overlay: Optimizations - We've made several optimizations to Estimates so they load faster.
My Day Page: Optimizations - For members with Automations, we've optimized the My Day page to decrease the amount of time it takes to load the page and log into Service Autopilot.
V3 Forms: Confirm Submissions - We've added additional security to our V3 Forms so malicious code cannot be submitted through a web form.
Updates to Correct System Issues
Client List: Group Selection Filter is Not Working On Pages Two and Beyond - An issue was preventing the Group Selection filter from working on page two and beyond when opening the map on the Client list. This has been resolved.
New Dispatch Board: Route Optimization: Unable to Route Jobs with Multiple Resources - We fixed an issue that kept some users from routing jobs assigned to multiple resources from the New Dispatch Board.
New Dispatch Board: Show Map: Group Select: Job Info Not Populating - We fixed an issue on the New Dispatch Board where the map's job info panels were not loading the job information.
Marketplace: Download Error: An Error Occurred While Attempting to Download - We fixed an issue where some content could not be downloaded through the SA Marketplace.
New Dispatch Board: Branch Filter is Not Filtering Clients Correctly - We addressed an issue on the New Dispatch Board where the Branch filter was not properly filtering the visits.
New Dispatch Board: When Filtering by One Resource, Split Assignment Jobs Show for Both Resources - There was an issue causing the Resource filter to include visits split between resources. As a result, it was pulling visits assigned to resources that were not being filtered for. This has been resolved.
New Dispatch Board: Last Svc Date Column Does Not Show the Last Svc Date - We addressed an issue where the Last Svc Date column was not populating on the New Dispatch Board.
New Dispatch Board: All Jobs Not Showing - For some users, there was an issue where the New Dispatch Board was not loading all the jobs it should have been. This has been resolved.
Dispatch Board: Multi-Day Jobs: Skipping a Visit Causes Multi-Day Jobs to Disappear - We addressed an issue where Multi-Day jobs disappeared from the Visit list on the Dispatch Board after a visit was skipped.
Installment Plan: Service Filter is Not Generating Results Based On Search Criteria - There was an issue with the Service filter in the Installment Plans list not properly filtering the list. This has been resolved.
Payments: ACH: Unable to Charge Bank Account Due to Error "Last Name Required" - There was an issue causing an error to pop up when attempting to charge an ACH account. The error would read “Last Name Required”. This has been resolved.
New Dispatch Board: Jobs are Duplicating - There was an issue causing some visits to appear twice on the New Dispatch Board. This has been resolved.
V2 Add Credit: UI: Line Item Names Disappear - We addressed an issue where credit line items would disappear if you clicked outside the line item dropdown.
Emails: Marketing: "Process Cannot Access File" Error - We addressed the “Process cannot access file” error that would appear when attempting to send marketing emails that included attachments.
ACH: "Unable to Query Token Data" Error When Charging ACH - We addressed an “Unable to query token data” error that sometimes popped up when charging an ACH account.
Automations: Wait Period: Advanced Settings: Run On Weekday - We addressed an issue where wait periods set to wait for a weekday would wait for Tuesday instead of moving to the next event on a Monday.
QBO: Syncing Chemical Tracking Products Removes Information - We addressed an issue where the QBO sync would remove Chemical Product information.
QBO System Issue: Rate Matrix Information for Services Being Erased by QBO Update - We addressed an issue where the QBO sync would remove Rate Matrix information.