New Feature Highlights

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Presentation transcript:

New Feature Highlights TechAnywhere Android New Feature Highlights

New Feature Highlights TechAnywhere Android New Feature Highlights

Visual Complete visual redesign New color themes to choose Add site names to screen titles

Work Order Information Redesign WO Information Add the site’s default technician Add Work Order Dispatcher Comments Expand Hyperlink logic to Work Requested

Work Order Long clicking note text will now copy note contents Expand Hyperlink logic to private Notes Add Work Order Dispatched Tab sort options Add Work Order sort option for call sequence Rename existing ‘Call Sequence’ sort option to ‘Schedule Date / Sequence’

Refrigerant Tracking Add option to manually submit Refrigerant Tracking Add option for a prompt to submit Refrigerant Tracking at the time of adding/saving an entry * Refrigerant Usage Receipt Appendix page

History Reorder the Site and Equipment history lists. Now ignores the date closed and only sorts by schedule date Add tech recommendations in Site and Equipment history Add option to show prices in Site and Equipment history * Expand Hyperlink logic to Site, Equipment, and Work Performed History

Labor Labor is now submitted on every status change Option for billable labor hours rounding * Add labor description to display when entering labor Add option to edit labor description *

Breaks Option to Clock In/Out to auto-generate a timestamped break entry * Show description on list of entered breaks Option to limit Break description to only the dropdown choices *

Inventory / Other Clicking on miscellaneous description field will highlight text to make it easier to replace Prevent return characters in miscellaneous description fields

Flat Rate Add ‘Select/Deselect All’ option when selecting flat rate materials

Equipment Add bar code to display on specified and existing equipment lists Equipment Details screen changes. Rename fields and reorder Remove unique equipment name restriction

Equipment Adding existing equipment, if the warranty end date is current or into the future, prompt “Equipment is under warranty” Equipment Replacement. Ability to replace equipment with new (SAMPro 9.1) *

Recommendations Recommendations will now be auto date stamped when filling in

Document Management Clean up Document Manager menu options to put ‘Attach’ options at the top

Quoting Quotes by site. Display site quotes in ‘Existing’ and ‘Approved’ tabs

Receipts / Invoices Option to customize Receipt/Invoice Site & Billing Information headings Expand configReceiptEmailSubject to support token replacements rather than static text * ^SiteId^ - ^Site Name^ - ^Work Order Id^ - ^Tech Id^ - ^Tech Name^ - ^WorkCodeId^ - ^WorkCodeDescription^ - ^currentDate^

Option to prevent creating new PO if job is not service compute * Purchasing The purchase NTE in WO Information from SAMPro will now update after a sync Hiding the add existing equipment button on the work order will now hide this button in the Receive PO function as well When submitting a new PO, a confirmation dialog is prompted in case technician was not ready to submit Option to prevent creating new PO if job is not service compute *

Data-Basics Partners XOEye Integration

Data-Basics Partners Adjust XOEye content link to stand out by changing text, capital letters, and red text

Extras Support for configs by Group/Branch/Company Database Backup/Restore Notification system

Extras Database creation and upgrades via SQL Option to prompt text on startup, onsite status change, or submission of labor *

Extras Option to prompt a portion of closing call scripts during onsite status change *

Future Release Refrigerant Inventory Expand on Notification System Import Work Order data from SAMPro IVR Instructions Equipment Type Inactivate Equipment Quote Enhancements Much More!

End