1. New Feature Highlights
TechAnywhere Android
New Feature Highlights

2. New Feature Highlights
TechAnywhere Android
New Feature Highlights

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

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

5. 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’

6. 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

7. 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

8. 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 *

9. 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 *

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

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

12. 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

13. 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) *

14. Recommendations
Recommendations will now be auto date stamped when filling in

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

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

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

18. 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 *

19. Data-Basics Partners
XOEye Integration

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

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

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

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

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

25. End