Data-Basics Training & Support TechAnywhere Android New Feature Highlights (2015)

Work Order Information “Sub NTE” has been renamed to “Purchase NTE” Add AR Terms Clickable hyperlinks can be stored to give technician quick access to web sites

Work Order Site and equipment history will now display work order notes Display (COD) next to the work order ID when necessary Work Order Open Tab sort options Common Phrase Restrictions

Labor Improve Start/Stop time picker to import time from status changes Add Status Change Log to labor entry screen Clicking on a labor entry in Time Review will go directly to that entry for edit Restrict labor rates and pay types for direct/indirect jobs

Inventory/Other Add barcode field for inventory items to be used for searching (SAMPro 9.0) Sort by inventory ID or name in part lookup Add Other Rate Unit of Measurement to Miscellaneous screens

Flat Rate Option to import flat rate materials when a flat rate is selected Option to add flat rates to non-COD work orders Option to allow $0 flat rates (reporting/spiff)

Equipment Entering work performed will automatically enter the current date Equipment barcode field added to be used for searching. (SAMPro 9.0) Add manufacturer, model, and serial# to equipment list Equipment requirements visualized with green/yellow/red dots

Equipment Work performed history lookup Metric history button available while entering metrics Option to disable ‘Existing Equipment’ button Support for Equipment ‘Deny TA Edit’ flag (SAMPro 9.1)

Document Management Hide TechAnywhere folder structure images from showing up the Gallery Attach picture from the Gallery Attach folders and multiple files Ability to email files in the From Office tab

Quotes Complete redesign of quotes Quoting miscellaneous lines now allow filling in a unit cost. Pricing from markup will apply when necessary

COD / Payments OpenEdge credit card swipe will now record the masked credit card # Credit card processing now handled by XCharge Mobile App (additional PowerPoint available)

Receipts / Invoices Metrics will now print on its own Appendix page Move signee field under signature area for tablet devices Options for customizing the top right portion

Purchase Orders Add search filter to vendor list Support the Vendor ‘No Inventory’ option added in SAMPro 9.0+ Add Find Missing PO Parts button

New Work Order Combine Site ID and Name search fields Clickable hyperlink support in ‘Site Information’ Display the site’s default technician in ‘Site Information’

Miscellaneous Warn the user when in training mode Secure FTP support (FTP over SSL/TLS) Support for handling multiple database connections depending on port If host address is secured with HTTPS://, port 443 is assumed if not entered Improve host text field. Now larger and auto-correct is disabled

In-Progress / Future Quote Redesign & Enhancements (3.6) OpenEdge XCharge Mobile App (3.6) Direct/Indirect: Labor Rates & Pay Types (3.6) Import SAMPro Work Order Data Add/Edit Equipment Components Android OS Advantages (Design – Action Bar – Menu Button – Android Wear) Suggestions?