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 […]

ServiceMonster 6.2.7 Release Notes


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

Date of release: June 19, 2018

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

New to ServiceMonster? Try it now!

Features

  • (3075) Opportunities. In Opportunities, we added the ability to add new stages and edit stage names.
  • (3657) Opportunities. We added a default stage probability to Opportunity stages.
  • (3658) Opportunities. We added persistence for Opportunity Groups tabs.
  • (3571) New Order Screen. You can now load the New Order Screen without using the Quick Add.
  • (3674) Grid Search. Updated the query for searches on grids.

Fixes

  • (2843) The Account Search Bar clears when coming back to the grid.
  • (3161) Image count now displays correct number immediately after image upload.  
  • (3266) In Account History, order numbers are now sorting correctly. 
  • (3514) In Orders, work orders now void with no issue.
  • (3551) In Quick Add Scheduling, jobs show up on the schedule immediately.  
  • (3552) Under Account List and Sites Tab, the address info section now defaults to the address helper.
  • (3592) In Settings, you can now modify, enable, and disable custom fields. 
  • (3615) In Recurring Jobs, the lead source field operates correctly.
  • (3638) In Quick Add Scheduling, time frames automatically adjust to the 15 or 30 minute mark now. 
  • (3639) In Leads, when creating a new lead, a lead source is required. 
  • (3640) The Quick Add no longer gives an error upon submittal. 
  • (3642) When creating a New Lead, you’re required to have an email address.
  • (3644) Corporate e-mail templates are no longer editable in ServiceMonster 6. 
  • (3646) In Opportunities, stages only appropriate to the group the Opportunity is assigned to show. 
  • (3647) In Opportunities, inactive stages no longer show anywhere (picklists, bottom of opportunity details page, etc.).
  • (3648) In Opportunities, we added a way to set default probabilities for custom stages. 
  • (3649) In Opportunities, we added a horizontal scroll for groups that have many stages on the kanban. 
  • (3645) In Opportunities, we solidified the ability to add an Opportunity to a custom stage.
  • (2852) Time on Tech Tracking is now displaying correctly.
  • (3671) Commissions now calculate correctly. 

Read on to learn more about new features, enhancements and changes included in the latest ServiceMonster release. Date of release: June 19, 2018 For information on previous releases, please visit the release notes archive. New to ServiceMonster? Try it now! Features (3075) Opportunities. In Opportunities, we added the ability to add new stages and edit stage names. […]

ServiceMonster 6.2.6 Release Notes


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

Date of release: June 5, 2018

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

New to ServiceMonster? Try it now!

Features

  • (3399) Leads. There’s an existing option to merge lead information to an existing account.
  • (3544) Declining Leads. Users must void an attached order (not delete) in order to decline leads.
  • (3577) Help/Info Message. A help/info message was added to image select dialogues.
  • (3599) Order Screen. When saving an order that has a ‘blank’ quantity, it saves blank and not ‘0’.

Fixes

  • (3504) OnTrack6 corporate email templates now display correctly and can be used.
  • (3408) The Quick Add lead source magnifying glass lays below the line item drop down instead of underneath. 
  • (3411) The Opportunity Activities Newsfeed now  displays employee image.
  • (3461) & (3578) Searching for order forms in print settings no longer throws an error message.
  • (3502) Under Settings, users are required to have a default print order option. 
  • (3513) If user checks email and/or text confirmation in Quick Add, ServiceMonster 6 now requires an email and/or phone number.
  • (3515) In Orders, deleting a line item no longer deletes the line item above it.
  • (3527) & (3591) In Orders > Accounting > Export History, the Stripe payment record reference number no longer overlaps adjoining fields.
  • (3532) In Orders and/or Invoices, there’s no longer an error message when selecting the payments tab. 
  • (3534) In Leads > Opportunities > New Order, no longer an error message when saving and closing a new order on the Opportunity’s page. 
  • (3540) In Scheduling > Reminders, the reminder modal no longer pops up when clicking on the account name. 
  • (3548) ServiceMonster 6 searches Accounts by first AND last name to find Accounts listed in any format (even last, first).
  • (3555) In Orders, the quantity in Tips defaults to 1.
  • (3559) In Orders, Tips Collected now displays in the Totals area.
  • (3560) Users can add a tip to an invoice and the system now automatically changes the totals. 
  • (3575) Add Tip button is now disabled for voided orders.
  • (3582) In Orders, when users change the Tip amount on the line items editor, the Tip total now updates. 
  • (3587) In Orders, payment screen no longer opens an error message.
  • (3589) Orders with no Tip applied now show $0.00 in the Tip total line (instead of blank).

Read on to learn more about new features, enhancements, and changes included in the latest ServiceMonster release. Date of release: June 5, 2018 For information on previous releases, please visit the release notes archive. New to ServiceMonster? Try it now! Features (3399) Leads. There’s an existing option to merge lead information to an existing account. (3544) Declining […]