Release Notes

 

Release Notes 2025.6.16.000

This major release contains new features, functional and styling changes.

The grids in the back office were changed. The two images below displays the old grids and the new grids.

Editing in the back office has been changed to only form based editing. The following two images displays the old inline editing and the new form editing.

Report menu access has been restyled and extended.

Reports links are now available under their feature menu option.

A new Messaging feature has been added to the software.

A new Routing Board has been added to the software

Mobile users have a new route list.

PM Processing and Renewals have been moved to a new combined form.

Release Notes 2025.1.15.000

Job Search: A new date search option has been added to the Job Search feature.

Job Search date defaults have been added to the Software Setup feature. This allows the company to setup the default setting for job date searches.

Release Notes 2024.11.06.000

New Feature: Status Code level Conflict Prevention.  Conflicts can be determined by status code.

Workforce: New date search fields have been added to the Jobs, Dispatch Cards and Transactions tabs.

New Feature: Users can now search for a batch by batch number.

Release Notes 2024.10.23.000

New Filter buttons have been added to the Dashboard. These buttons provide the ability to set or clear default filters from the Dashboard.

New Filter buttons have been added to some of the reports. These buttons provide the ability to set or clear default filters from the report.

Rpt_JobTransDetails_Grid_20241022.jpg

The Equipment Warranty report has been added to the menu. This report provides transaction details based on equipment warranty settings.

Release Notes 2024.10.16.000

Two new search fields have been added to the Job Search feature. Servicer and Schedule Date

The time fields in mobile have a new look.

Release Notes 2024.09.24.000

A new Dashboard layout has been released. It includes advanced filtering and a printable report. The new dashboard also provides users the ability to create their own custom dashboard.

Release Notes 2024.08.23.000

Reports options and filter defaults can be assigned by report type.

Reports now have a Date Range option that can be used to fill the date fields.

All of the software reports and report related features have been updated to a new format.

Release Notes 2024.08.12.000

The following new features and feature changes will be released with this software update.

New Features

Daily Call Center : The Daily Call Center board is a new board that is used to dispatch in 15-minute increments

Scheduling: The scheduling feature is used to manage servicers time off.

Feature Updates/Changes

Board Maintenance: The board maintenance feature has been updated to facilitate the new dispatching board, Daily Call Center.

Release Notes 2024.06.28.0908

The following new features and feature changes will be released with this software update.

New Features

Job Conflict Prevention: Prevents a user from double booking a servicer. (System wide change)

1. New jobs will be evaluated to determine whether they conflict with existing jobs.

2. Changes to the schedule date for existing jobs will be evaluated to determine whether they conflict with existing jobs.

Feature Updates/Changes

Item Maintenance: The search feature has been moved from a drop-list to a tab.

Previous version

New version

PM Schedules: Users can now search for a PM Schedule by the PM number.

Workforce: Servicer codes must be unique.