March 2021 Release Notes

Add a Category to One-Time Items Added in Purchase Receipts

Users can now set an item category to one-time items in the Purchasing Assistant. This also carries over from the estimating screen and into reporting.

Duplicate Pay-Rates and Carry Over Pay-Code Overrides

Users can now copy employee pay rates and carry over any associated pay codes with a single click or API.

Make Contact Type, Company, and Branch Required Fields in Contacts

System admins can set which contact fields are required when creating a new contact by accessing a new admin section. Once set, selected fields must be filled out before employees can save the contact.

Schedule Board Route Filter

Users can now select routes based on the Manager that is selected on the Schedule Board. We made several changes to the display and size of the selected routes.

Report Designer Fields Added for Work Ticket Layouts

Estimator Notes and Service Item Description Notes are available in Report Designer and can be added to work ticket report layouts as data fields.

Property and Opportunity as Fields on the Purchase Receipt List

New fields have been added to the Purchase Receipt Search List: Property Name and Opportunity Number.