Mobile Technician Update: v1.1.3

Read on to learn more about new features, enhancements, and changes included in the latest ServiceMonster release.

Date of release: February 5, 2019

For information on previous releases, please visit the release notes archive.

New to ServiceMonster? Try it now!

Download the ServiceMonster Technician Android app

Download the ServiceMonster Technician iOS app

Features

  • (4409) Can now send SMS messages using templates.
  • (4406, 4431, 4463) Redesigned order header to show more information.
  • (4466) Can now apply a service item when adding a package.
  • (4474) Can now edit activity records.
  • (4480) Added ability to upload documents to an order.
  • (3703) Reminders are now shown on the Home screen.
  • (4481) Can now add promo packages to order which can apply an order discount.
  • (4391) Tax selector now shows name of listed taxes.
  • (4408) Checking in to a job now sends location information to SM6.
  • (4429) Job header now shows job type and status.
  • (4462) An indicator is now shown in place of the account image if account has an alert.
  • (4468) Added option to add service item name to item description instead of replacing it.
  • (4469) Can now edit service date of line item.
  • (4476) Added “Check out of job” to job completion checklist.

Fixes

  • (4405) Fixed Google Maps implementation.
  • (3353) App now notifies user if no Route is assigned to user.
  • (4567) Fixed crash when tax is “Tax Exempt”.
  • (4631) Now only show specific activities on the appropriate screen.
  • (4266) Can now properly scroll through the User Agreement screen.
  • (4392) Fixed visibility of buttons on note edit modal.
  • (4461) Fixed an issue with job totals/averages not calculating properly.
  • (4465) Adding a package now preserves order of line items.
  • (4471) Renamed “Tech Notes” to “Job Notes”.
  • (4668) Packages are now listed alphabetically.
  • (4427) Removed redundant header from job completion screen.
  • (4433) Fixed placement of buttons in the payment modal.
  • (4432) Navigate to order screen after adding a line item.
  • (4430) Moved site edit option to the order edit screen.
  • (4477) Reordered job completion checklist.
  • (4450) Jobs on home screen are now properly greyed out when complete.
  • (4551) Resized email attachment options button for accessibility.
  • (4555) Renamed “Done” button on job completion screen to “Back to Home”.
  • (4612) Renamed “Customer Review” to “Invoice Overview” for clarity of purpose.
  • (4434) Renamed job/invoice tiles on Home screen.

Read on to learn more about new features, enhancements, and changes included in the latest ServiceMonster release. Date of release: February 5, 2019 For information on previous releases, please visit the release notes archive. New to ServiceMonster? Try it now! Download the ServiceMonster Technician Android app Download the ServiceMonster Technician iOS app Features (4409) Can now send […]

ServiceMonster 6.3.2 Release Notes

Read on to learn more about new features, enhancements, and changes included in the latest ServiceMonster release.

Date of release: January 9, 2019

For information on previous releases, please visit the release notes archive.

New to ServiceMonster? Try it now!

New Features Overview

  • Employee View – Update the View to include Users. You can now view user access logs, deny access to users, create new employees, create new users, deactivate employee records, and ensure proper views for employee page based on user roles. On the Settings page, Employee and User tiles are now combined.
  • New Trials – ServiceMonster now offers a free 14-day trial to new prospective users by using the v1 REST API. Trial accounts will have a footer in SM6 that shows days until trial expiration. 
  • Setup Wizard. The Setup Wizard in SM6 includes links for basic setup options, self-help or webinar training, and video help for each view.
  • Activity Screen – You can now manage activities in list, edit activity, create new activity, see the dashboard panel, add account newsfeed to existing activities, add the option to toggle view from grid view to panel view for activities, and add Pending Activities to Home Deck, all from the Activity Screen.
  • Quick Add – Updated Quick Add now adds Schedule view to Jobs section and the ability to add multiple jobs. This includes several styling updates and fixes issues with AM/PM job times.
  • Webforms – Reorganized webforms and the configuration page.

Bug Fixes

  • (4112) Schedule – Fixed an issue with jobs that stretch past 12 am not showing times correctly.
  • (4327) Email Templates- Fixed an issue where “from” field does not pull email from templates.
  • (4347) Marketing Templates – Fixed a broken data tag for last invoice amount.
  • (4260) Routes – Fixed an issue where deactivating routes made jobs unrecoverable. 
  • (3546) Schedule – Fixed an issue where you were only able to select a day to look at on the calendar if your first day of the week setting was ‘current day’.
  • (3804) Quick Add – Fixed an issue where color wheel icon showed on top of quick add modal on smaller resolutions.
  • (4261) Account Activities – Fixed an issue where part of the modal is cut off on small resolutions, unable to select show on schedule settings.
  • (4373) Orders – Fixed an issue where order grid list account active column doesn’t work.
  • (1686) Schedule – Fixed an issue where job cards do not have the style applied when dragging them around.
  • (3895) Accounts Email – Fixed an issue where Mail Merge [BALANCE_DUE] data tag errors out if the account balance due is null.
  • (4113) Account Details – Change Image: Image limit was wrong.
  • (4293) Order Invoices – Fixed an issue where the tax rate is not saved to the order when it is saved directly to an invoice.
  • (4326) Templates – Fixed an issue where some data tags were not showing up from the previous release.
  • (4400) Account Details – Fixed intermittent “getWidgets” error on Account Details screen.
  • (4416) Order Payments – Fixed an issue where order doesn’t have PAID label if there is an overpayment.
  • (4446) New Account – Fixed an issue where phone number was not formatting correctly.
  • (4494) Account List – Fixed an issue where repeat customers view was broken.
  • (4495) Accounts List – Fixed an issue where marketable accounts filter was not retrieving records.
  • (4498) New Contract – Fixed an issue where fields were not displaying correctly when the company name is too long.

Read on to learn more about new features, enhancements, and changes included in the latest ServiceMonster release. Date of release: January 9, 2019 For information on previous releases, please visit the release notes archive. New to ServiceMonster? Try it now! New Features Overview Employee View – Update the View to include Users. You can now view user access […]

ServiceMonster 6.3.1 Release Notes

Read on to learn more about new features, enhancements, and changes included in the latest ServiceMonster release.

Date of release: November 12, 2018

For information on previous releases, please visit the release notes archive.

New to ServiceMonster? Try it now!

Features

  • (4131) Manage Credit Card. You can now manage the credit card we have on file in SM6.
  • (4132) Importing Products and Services. You can now import lists of products and services via a CSV file, in the same way as importing accounts.
  • (4168) Data Tags. [SITE_CONTACT] and [SITE_PHONE] now available to use as data tags.
  • (2335) Refer-A-Friend. Added a “refer-a-friend” program to SM6.

Bug Fixes

  • (2374) Fixed an issue where SMS pre-notifications for job reminders are no longer busted with zero hours.
  • (2427) Marketing dashboard YTD results are no longer omitting the highest result.
  • (3216)  Fixed an issue where the “suggested times” field for routes with longer names would look messy.
  • (4167)  You can now click on the FMS cards sent/FMS jobs tiles in the FMS section and view the grid list without error.
  • (4217)  Fixed an issue with the account lookup search display while making new payments, so you are able to filter columns.
  • (4218) On the FMS Approval Wizard, marking “remove” on a customer no longer marks that customer as ‘Do Not Contact’.
  • (4219) Fixed a visual bug on the FMS homepage where phantom stars were showing.
  • (4229) Fixed an issue where a “default address” label is no longer displayed when pulling up an existing order that is using a secondary address.
  • (4252) Fixed an issue where users who were logging in multiple times in a row were experiencing errors.
  • (4259) Fixed an issue in the recent activity drop-down so buttons are no longer on the wrong side of the drop-down and fit inside the drop-down.
  • (4267)  Phone 3 column has been added to Export Campaigns.

Read on to learn more about new features, enhancements, and changes included in the latest ServiceMonster release. Date of release: November 12, 2018 For information on previous releases, please visit the release notes archive. New to ServiceMonster? Try it now! Features (4131) Manage Credit Card. You can now manage the credit card we have on file in SM6. (4132) Importing Products […]

ServiceMonster 6.3.0.23 Release Notes

Read on to learn more about new features, enhancements and changes included in the latest ServiceMonster release.

Date of release: October 17, 2018

For information on previous releases, please visit the release notes archive.

New to ServiceMonster? Try it now!

Features

  • (3935) SendJim Button in Accounts. Added a SendJim button on account pages for companies that are integrated with SendJim.
  • (4074) Consolidated Header. Cleaned up and consolidated buttons in the top right corner of the SM6 header into a user drop down menu.
  • (4099) Data Tags. Added a data tag in email templates for User Information.
  • (4100) Data Tags. Added a data tag in SM5 and SM6 for Order Forms: Account Memo Field and Account Phone Note Fields.
  • (4139) HRI.  When clicking on the New Leads button on the home deck for CD and NH, you will be directed to the leads grid with leads being filtered to “New Leads” instead of “In Progress.”

Fixes

  • (3412) Enabled the ‘Accept’ button on the lead sheet for Home Depot Leads with a status of ‘Unqualified.’ 
  • (3930) In Marketing > Drip Campaigns, there is no longer an error when changing filter from ‘Between’ to ‘EqualTo.’ 
  • (3970) In Accounts > Orders sidecar, open orders no longer randomly resort whenever account details page is opened.
  • (4069) In the Schedule, reminder cards now show company names.
  • (4114) When merging accounts, contracts no longer get deleted.
  • (4121) Fixed issue with sending emails to accounts with blank last invoice amounts.
  • (4154) When importing accounts, the system no longer creates unnamed client account records when a CSV file has blank rows. 
  • (4156) In email templates, emails in the CC/BCC fields will populate when using the template for an email.
  • (4157) When pulling up an existing order in the Quick Add, it no longer defaults the order site to the primary address, and instead uses the site address that is bound to the order.
  • (4158) New leads are now being automatically detected if they match an already existing account.
  • (4164) In Scheduling, now able to drag and drop unscheduled jobs and open them without issue.

Read on to learn more about new features, enhancements and changes included in the latest ServiceMonster release. Date of release: October 17, 2018 For information on previous releases, please visit the release notes archive. New to ServiceMonster? Try it now! Features (3935) SendJim Button in Accounts. Added a SendJim button on account pages for companies that […]

ServiceMonster 6.3.0 Release Notes


Read on to learn more about new features, enhancements and changes included in the latest ServiceMonster release.

Date of release: October 5, 2018

For information on previous releases, please visit the release notes archive.

New to ServiceMonster? Try it now!

Features

  • (4098) Import Accounts. Users now have the ability to upload accounts to SM6 from their computer via a CSV file.
  • (2749) Audit Trail for Text Job Confirmations. Created an audit trail capabilities for Text Reminder/Job Confirmations.
  • (3847) Download or Print Images. Added the ability to print or download images directly from the Order screen.
  • (3945) Marketing Filters. Added ‘Do Not Call 2’ and ‘Do Not Call 3’ to marketing filter options.
  • (3956) Reports – Opportunities. You can now click into the Opportunities page directly from the Opportunities report.

Fixes

  • (3870) In Orders, the price field in tips collected now fills in properly.
  • (3889) In the Schedule, the Week View button no longer covers Recent Activity panel. 
  • (3944) Under New Accounts, Do Not Contact fields default to FALSE in database.
  • (3946) Date Picker in Schedule no longer pops up behind Job Card. 
  • (3950) In Accounts and Custom View Builder, using site address 1-blank or -not blank now correctly shows accounts with no addresses.
  • (4056) On the Home Deck, Current Jobs no longer appear under Future Jobs and vice versa. 
  • (4088) In OT and SM6, the Lead Links in reports is now working properly. 
  • (4092) In Leads, Commercial checkbox is now mapped to the right place in the database.
  • (4103) Issue in Opportunities > New Opportunities resolved. Pop-up window is no longer appearing blank. 
  • (4108) System now allows new drip campaigns to be created.
  • (4116) On the account page, the ‘New Payment’ button is moved to the main button row and ‘New Contract’ in the drop down. 
  • (4105) When trying to view accounts in FMS, the system no longer throws an error. 

Read on to learn more about new features, enhancements and changes included in the latest ServiceMonster release. Date of release: October 5, 2018 For information on previous releases, please visit the release notes archive. New to ServiceMonster? Try it now! Features (4098) Import Accounts. Users now have the ability to upload accounts to SM6 from their computer […]

ServiceMonster 6.2.9.32 Release Notes


Read on to learn more about new features, enhancements and changes included in the latest ServiceMonster release.

Date of release: September 20, 2018

For information on previous releases, please visit the release notes archive.

New to ServiceMonster? Try it now!

Features

  • (2091) Service Item Images. Added the ability to attach service item images to emails.
  • (2432) Copy Site As New Account. Button added to sites for copying as a new account.
  • (3610) FMS KPI Graph. Added a new label for the chart and lines to show repeat customers by month over the last two years.
  • (3853) OT6 Next Activity Column. In OT6, added Next Activity to column options.
  • (3899) SM6 Scheduling Button. Added a warning when scheduling a job for an invoice.
  • (3909) 4MB Size Limit Tag. Added a 4MB size limit tag next to the document upload button in Orders.
  • (3936) Account > New Contracts button. Moved the New Contracts button to a drop down under New.
  • (3937) Account > New Payment button. Added New Payments button on Account details page.
  • (3938) Export Grid. Exporting from any grid now creates an audit record.
  • (3962) Global Newsfeed.  Removed icons for Images (replacing with Images Uploaded) and Job Booked.
  • (3964) New Leads. SM6 now notifies users of a new lead created by other users.
  • (4004) FMS Deck on Homepage. FMS deck on homepage direct you to the same grids as the FMS KPI links do.
  • (4060) OT5 & 6. Custom forms dialogue is now listing custom forms that match the order’s security group.

Fixes

  • (2535) Users can no longer deactivate default admin employee record. 
  • (3694) When clicking on the Site or Account button in Scheduling > Reminders, it now redirects you to the appropriate page. 
  • (3813) Font sizes in Opportunity Details Cards are consistent. 
  • (3880) In OT6, all corporate email templates are now showing up and are able to be selected. 
  • (3884) Notes in Opportunities now retain returns and spaces between lines. 
  • (3890) You can now edit any fields in an existing credit memo. 
  • (3891) Resolved issue with logging out of ServiceMonster 6. 
  • (3900) When emailing from Account Details, all invoices and orders are available to attach. 
  • (3902) The Quick Add Possible Matches column is no longer rendering below and outside the modal. 
  • (3903) In Orders > Bill To Sidecar, you can now check the Alert checkbox. 
  • (3913) In Settings > Duplicates, the breadcrumb was corrected and now shows ‘duplicates’ instead of ‘duplicate accounts.’
  • (3919) In Scheduling > Job List, the Order Group field now displays correct information.
  • (3941) In SM6, the FMS Marketable Base no longer reads ‘0.’
  • (3942) In SM6 Opportunities > Grid View > Export, all items available and chosen for export will be successfully exported. 
  • (3943) In SM6 Opportunties > Create Custom View, can now query based on fields showing available. 
  • (3947) You can no longer create an account from the Quick Add by selecting Enter without adding a lead source when lead source is required.
  • (3949) In FMS > Total Marketable Base, when you click on the number, it no longer takes you to a blank list.
  • (3951) Solved the Unknown View issue when clicking on Contracts Lists under Accounts.
  • (3961) All fields in Recurring Jobs now display properly.
  • (3963) In the Global Newsfeed, inbound lead information no longer looks like code and can be read easily.
  • (3971) On the homepage and in tiles/table dashboard, Opportunities is no longer spelled wrong. 
  • (3975) In Activities, the sidebar is now populating correctly. 
  • (3995) In Site History under Accounts, reference numbers now display properly and don’t throw an error when trying to sort them. 
  • (3997) In Leads > Opportunities, you can now select a reason for changing a status to lost/abandoned.
  • (4001) In Leads > Lead Sheets, the dropdown option was removed and was replaced by a Create Opportunity button. 
  • (4002) The Payment Collected Articles in the Newsfeed no longer have overlapped text for long account names.
  • (4022) No errors and the Custom View Builder opens correctly under Conditions in Drip Campaigns. 
  • (4023) On the Homepage > Today’s Jobs, the jobs that have no associated account or order information are filtered out.

Read on to learn more about new features, enhancements and changes included in the latest ServiceMonster release. Date of release: September 20, 2018 For information on previous releases, please visit the release notes archive. New to ServiceMonster? Try it now! Features (2091) Service Item Images. Added the ability to attach service item images to emails. (2432) Copy Site […]

ServiceMonster 6.2.9 Release Notes


Read on to learn more about new features, enhancements and changes included in the latest ServiceMonster release.

Date of release: August 21, 2018

For information on previous releases, please visit the release notes archive.

New to ServiceMonster? Try it now!

Features

  • (3345) Data Tags. Added Technician First Name and Last Name data tag to SMS and Email Templates.
  • (3624) Data Tags. Added Job Duration data tag to SMS and Email Templates.
  • (3677) Home Screen Dashboard.  Added an alternative view (Table Layout) in place of Tiles for dashboard widget.
  • (3783) Scheduling. When creating a Work Order from a Recurring Job, text/email notifications auto-populate.
  • (3802) “Cancel Job” Button. Disabled “cancel job” button when job is already cancelled.
  • (3862) Job Appt Reminders. Created a trigger for Job Appt Reminders generation in Mobile 3.

Fixes

  • (2581) In Settings > Products/Services, the Save and New button behaves correctly. 
  • (3428) In SM5/SM6 Google Calendar, if the site address changes on an order, it also changes in Google Calendar. 
  • (3496) In Google Calendar > SM6, cancelling the job successfully removes it from Google Calendar. 
  • (3618) SM6 Orders > Disabled Tax Exempt and Tax Rate fields on Site Sidecar.
  • (3627) SM6 Settings > Print Settings > Order Forms, preview now shows multiple pages.
  • (3716) In Quick Add Search, Possible Matches returns the exact match for Accounts.
  • (3718) In Orders > Invoices > Commissions, the Commissions sidecar displays all the time. 
  • (3733) Quick Add > Account, the address line 2 now shows on account details when choosing an existing account.
  • (3738) In Settings > Order Disclaimers, can successfully save new disclaimers and edit already existing disclaimers.
  • (3749) Leads > Opportunities, removed the ability to add new stages from Opportunity Details page. 
  • (3751) Leads > Opportunities, added a Mark to show Opportunity as a ‘favorite.’
  • (3781) In Scheduling > Schedule, job cards in unscheduled tab now show address line 2. 
  • (3788) In SM6 Opportunities, created ability to link to an existing order AND create a new order. 
  • (3752) In Leads > Opportunities, account recap now displays correct last service time. 
  • (3794) In SM6 Jobs > Time Logs, removed the ability to edit/remove the Technician name on an existing record.
  • (3796) In SM6 Leads, added the ability to open a Lead after deleting the account associated with it.
  • (3803) Inactive Packages no longer show available to select for an order.
  • (3812) In Leads > Lead Sheets, there is now a way to add and save a new address to the Lead. 
  • (3819) When the New Opportunities tab is clicked on the Home Deck, the Opportunity Kanban opens correctly. 
  • (3822) Deactivated Accounts maintain the Alert highlight if the Alert button is enabled. 
  • (3828) In Settings > Promotions, inactive promotions no longer show in the promotion picker. 
  • (3829) In Accounts, Filter by First Name no longer throws an error. 
  • (3830) In Scheduling > Job Modal, removed notifications ‘add email’ and ‘add phone’ buttons.
  • (3832) In SM6 Schedule, when hovering over a scheduled job, it displays all notes within the hover box. 
  • (3841) The QuickAdd Order Look Up Search now works properly. 
  • (3844) In Settings >Promotions, when properly saving and closing a promotion, the system no longer throws a dirty flag. 
  • (3846) In SM6 Schedule, the Week View and Map View buttons no longer cover the Recent Activity list.
  • (3863) In SM6, system no longer adds phone numbers to job notes on creating a new job.
  • (3864) In Settings > Duplicate Account > Export, no longer throws an error message.
  • (3865) Added important message inside Duplicate Accounts about matching sites.
  • (3866) In Orders > New Orders, the grand total now calculates properly.
  • (3867) In Orders > New Orders, now able to drag line items, whether its blank or not.
  • (3871) In SM6 > Custom Grid Views, ‘between’ condition is now working correctly. 
  • (3875) Leads > Opportunities, removed option for status of Opportunity to be blank.
  • (3882) Firefox SM6 Job Modal no longer shows invalid job dates and times. 
  • (3869) Order Screen – Order Images now load and Order Sidecar layout resolved.  
  • (3906) Home > Today’s Jobs Dashboard, there are no longer errors if reminders are scheduled with no order number.
  • (3907) Newsfeed now successfully displays all posts.
  • (3911) Marketing > Drip Campaigns, drip campaigns no longer getting intermittent errors and are able to open.
  • (3920) Can successfully scroll through newsfeed in SM6 on Macbook.

Read on to learn more about new features, enhancements and changes included in the latest ServiceMonster release. Date of release: August 21, 2018 For information on previous releases, please visit the release notes archive. New to ServiceMonster? Try it now! Features (3345) Data Tags. Added Technician First Name and Last Name data tag to SMS and Email […]

Technician 1.1.1 New Release

Read on to learn more about new features, enhancements, and changes included in the latest ServiceMonster release.

Date of release: August 15, 2018

For information on previous releases, please visit the release notes archive.

New to ServiceMonster? Try it now!

Download the ServiceMonster Technician Android app

Download the ServiceMonster Technician iOS app

Fixes

  • (3894) Fixed an issue causing split payments to not apply properly.
  • (3834) Can now properly edit line item quantity/dimensions after linking a service item.
  • (3784) Customer review screen now shows item subtotals.
  • (3689) Changing line item upsale status now properly updates upsale total.
  • (2946) Calendar modal now closes when a new date is selected.

Read on to learn more about new features, enhancements, and changes included in the latest ServiceMonster release. Date of release: August 15, 2018 For information on previous releases, please visit the release notes archive. New to ServiceMonster? Try it now! Download the ServiceMonster Technician Android app Download the ServiceMonster Technician iOS app Fixes (3894) Fixed […]

ServiceMonster 6.2.8 Release Notes


Read on to learn more about new features, enhancements and changes included in the latest ServiceMonster release.

Date of release: July 19, 2018

For information on previous releases, please visit the release notes archive.

New to ServiceMonster? Try it now!

Features

  • (1606) Marketplace Google Calendar Configuration page. “Export” button disabled if none of the routes have been mapped and saved to a Google Calendar.
  • (2674) SM6. Added the Daily Summary and Activity Dashboard on Home Dashboards – reads ‘Current Jobs’ and ‘Future Jobs.’
  • (3163) Scheduling. When hovering over a Task in the Schedule, an info bubble pops up with Subject and Note displayed.
  • (3526) Data Tag – Order Forms. Added new data tag ‘ACCT: First And Last Name.’
  • (3607) Data Tag – Email Templates. Added new data tag ‘SITE: Name.’
  • (3622) Data Tag – Email/SMS Templates. Added new data tag ‘JOB: Day Of Week.’
  • (3623) Data Tag – Email/SMS Templates. Added new data tag ‘JOB: Technician Assigned.’
  • (3656) Service Items. Added the ability to export and print Service Items lists.
  • (3668) Data Tag – Orders. Added new data tag ‘SALES REP: First Name’ and “SALES REP: Last Name.’
  • (3678) Grids. New view filter now displays jobs for the current day.
  • (3700) Job Hover and Job Modal. Added PAID or UNPAID and Created Date info on the Job Hover and Modal.
  • (3705) Opportunities. Cleaned up the Opportunities page.
  • (3714) Settings. Added a Duplicate Accounts tile in Settings.

Fixes

  • (1140)  In Orders, copying an estimate creates a new order AND keeps it as an estimate.
  • (1969) When inside All Orders, the cursor now flashes initially inside the “Look For” search bar.
  • (2392) Voided orders now direct correctly in the History tab.
  • (2423) When in Activities List is filtered under pending calls, it sorts by Due Date and not Created Date. 
  • (2819) When you choose to show columns on a grid list, they remain even when you navigate away from the page.
  • (3316) In Jobs, if the job is in the past, it is removed from the Wait List. 
  • (3318) In Orders (in Manage Service Items modal), the name field is no longer misaligned with the other text boxes.
  • (3444) In the Split Payment Modal, the edited amount now saves properly. 
  • (3274) A ‘Split Payment’ button now exists for already existing payments in ServiceMonster 6. 
  • (3529) Custom Order Filters now display all accounts associated with the filter. 
  • (3590) When admin updates a password, the username remains the same and does not default to ‘new user.’
  • (3604) In CD6, you can now select and save lead sources.
  • (3617) From the Employees Detail Page, when creating a new user, the employee picker defaults to the correct employee.
  • (3619) Under Settings and Employees, the New User button is disabled when creating a new employee.
  • (3620) Under Marketing > Drip Campaigns, a dirty flag is triggered for leaving drip campaign page without saving.
  • (3643) In Scheduling > Job List, Unscheduled Orders only lists orders unassigned to a job as it should.
  • (3666) In DIY Marketing, a dirty flag is no longer triggered at random times and after running a campaign.
  • (3693) Under Activities, if Notes are too long, the user is notified. 
  • (3701) When in Scheduling > Route Picker, inactive routes no longer show.
  • (3704) After choosing a Picklist value, you can revert back to ‘blank’ if desired. 
  • (3798) When creating an Order for a Lead, the tax rate remains true to the tax rate set in Company Settings.
  • (3676) Enabled FMS KPI, Inferred, and Tracked links to be opened with corresponding list of information about each category (like in SM5)
  • (3698) After FMS cards are sent and if lead source on an account record is set and ‘Copy to Order = True,’ the FMS lead source will take precedence and replace the ‘normal’ lead source

Read on to learn more about new features, enhancements and changes included in the latest ServiceMonster release. Date of release: July 19, 2018 For information on previous releases, please visit the release notes archive. New to ServiceMonster? Try it now! Features (1606) Marketplace Google Calendar Configuration page. “Export” button disabled if none of the routes have been […]

Technician 1.1.0 New Release

Read on to learn more about new features, enhancements, and changes included in the latest ServiceMonster release.

Date of release: July 3, 2018

For information on previous releases, please visit the release notes archive.

New to ServiceMonster? Try it now!

Download the ServiceMonster Technician Android app

Download the ServiceMonster Technician iOS app

Features

  • (3468) Technician for Tablet – Technician has been optimized for use on tablets. Many screens have seen reworks in order to take advantage of the extra screen real estate. These changes will only effect users using Technician on a tablet device.
  • (3570) Account and Job History – The account history page now has tabs for viewing both general account history and the account’s job history.
  • (3585) Account Profile – The account details card on the account screen now displays info entered into the account’s custom profile fields.
  • (3474) The line item favorites tab now displays the type of each favorite item

Read on to learn more about new features, enhancements, and changes included in the latest ServiceMonster release. Date of release: July 3, 2018 For information on previous releases, please visit the release notes archive. New to ServiceMonster? Try it now! Download the ServiceMonster Technician Android app Download the ServiceMonster Technician iOS app Features (3468) Technician […]