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Planned Release Date: May, 2025
Bug Fixes
- Fixed timezone issues in Calendar Events (when using Calendar Integration)
- When an Invoice is emailed to the Customer, the system will now create an Activity Log entry
- Hubspot integration fixes
Features
External Reports/Dashboards: External Reports/Dashboards can be configured and assigned to Users which can be setup to show up as new buttons on their Dashboard and be emailed to Users on a regular schedule (more info)- Important Customer Notes: Added a new field to the Customer Card called Important Notes. These notes will be displayed in a banner at the top of the Customer Card, Leads, Quotes and Jobs for this Customer (more info)
- Scheduled Job Emails: Job Emails can now be scheduled to send a certain amount of days before/after the Job Schedule Date (more info)
- Scheduler Calendar Integration: One or more Calendar Subscription URLs can now be added to the User Card. The Scheduler Pages and My Calendar page will pull in this information as read only events. This is useful for seeing a Contractors whole schedule in one place (more info)
- GL Accounts can now be setup by Region (more info)
- Added new setting to turn off Service Reminder Period updates when Servicing an Asset