Updates & New Features | HindSite Software

Here's where you'll find a list of changes (fixes, additions) for each release of our v9. If you have any questions about items, please email us!

v9.51

v9.50

v9.49

v9.48

New Features:
- Ability to cancel a contacts search (for when you just can't wait)
- Map Code column added to Incomplete list
- E-mail edit tool added to Schedule screen (if Email is set up as one of the six custom display options, double-click on the word "E-Mail" to edit that contact's email, or click a button to compose a new message)
- Part prices can now be set by customer with "Price by UDF"
Updates:
- Managers "PDA" now receives all user defined fields (the "More" button for each tech)
- Changes to a Service ID now correctly updates appropriate Billing Addresses
- Work Order list sorting was incorrect on right-hand columns, fixed

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v9.47

New Features:
- Added tool to rebuild database indexes during updates, designed to increase program speed
- Added ability to exclude months from recurring work orders
- Added option to see payroll hours per employee on field devices
- Added Snow Plow labor price overrides
Updates:
- Mass Scheduling and Move Days now correctly include Bill To Contact
- Change ID function now correctly updates Bill To Contact
- Managers PDA feature was pulling other technicians' time records, then asking if a tech should be timed out, resulting in an out-of-place time-out record or an incomplete work order - fixed

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v9.46

New Features:
- "Bill to Contact" option creates a job in QuickBooks under the billed contact
- Mobile instances restricted: only one open at a time
- Profit Maxx customers can allow techs to change Location for a contact in the field
- New employee records have "Send to Field" as a default option
- Work Order Summaries now include all field comments for that WO#
Updates:
- Websync removes data from mobile device when that employee is marked Inactive
- Sales Rep on contact records are added to the invoice
- Fixed the time out of all employees for Lunch
- Added more audit trails for tracking deleted field-created work orders
- Searching records by phone numbers fixed (problems with duplicates)
- Bill To field, previously not saving correctly when scheduling, is fixed

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v9.45

v9.44

New Features:
- Overtime payroll types added to services
- Tech comments can be sent to Simply Accounting invoices
- WO Summary Report shows all field remarks (for multiple copies of the same WO)
- Tech line items can now be created on Simply Accounting invoices
- Jobs option added to NOT bill associated WO's until Job is marked complete
- Time Summary Report now has gross margins for parts, labor
- Contact Name added to Incomplete WO List
Updates:
- Multiple attached files (to contacts) fixed
- Changing default billing address for all properties when updating a management company fixed
- Simply Accounting invoice numbers tied to WO numbers fixed
- Peachtree contact update fixed
- Pausing Lunch occasionally causing errors, fixed
- QB Timsheets tied to service IDs updated
- Simply Accounting taxes updated
- Invoices now never show a line with a quantity & rate of zero (now = 1)
- Order of time records in summary reports updated
- Minimum Price vs. Override Price updated (Overrides, well, override)
- Lost triggers issue on Services fixed

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v9.42

New Features:
- Billing checks for work orders without time records, forces office attention (note: when you update any completed WO's without time records and "not invoiced" will convert)
- Added warning for changing a service on a series of WO's with the same number
- Timesheets option to not send customers (faster, shorter timesheets)
- Assessment grid controls with keyboard only (don't need mouse)
- Backup option added when running an update
- Daily option to only list assets for selected property (not mgmt company)
Updates:
- Latitude/Longitude verification between customers improved
- "Bad Times" error message on Timesheets spanning midnight fixed
- Cancelled WO's no longer print from the Whiteboard (scheduling)
- Structure no longer uses PO Number as Invoice Number
- QuickBooks items imported do not overwrite cost, for non-inventory and service items
- Mobile will not display parts discounts if "Don't Show Dollars" is checked

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v9.41

v9.40

This update requires you re-run the "HindSite Client.exe" program on computers running Windows Vista or XP.
Updates:
- Going to History, through the contact record, while a contact was selected on the Schedule was switching the customer record. Fixed.
- The "Do you want to time out [Crew Name]" message that appeared even though no employees were timed in is fixed.
- Deleting a work order with survey records attached was throwing an error. Fixed.
- Estimates were not being sent when then QBFullname didn't mat the Cust ID. Fixed.
- Billing was not calculating trip charges if a user defined field tied to trip charge was empty. Fixed
- Billing errors with incorrect quantities whens ending invoices to QB. Fixed.
New Features:
- The office program has been updated to require Microsoft .Net Framework 4. (This allows the development team greater control and flexibility in continuing to grow HindSite's program).
- Added a function to Asset to perform maintenance duties, and have assets drop from a work order list when completed.
- Added Job Name to the details on Mobile.
- Added Job Name to the summary report.
- Added Jobs to the Change Columns and searches in Work Order Maint.
- Improved the Canadian PDA Print.

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v9.37

Updates:
- Billing issue with a particular scenario: labor on 1 line, no min., no trip charge, rate by crew with same rates for all. The rate on the service line was correct, but quantity was set to "1". Fixed.
- Pause button on Mobile, fixed.
- Incomplete reason wasn't being displayed on rescheduled incomplete work orders, fixed.
- Email Invoice option on the contact screen wasn't saving, fixed.
- Accent symbols show up as "?" on mobile devices, fixed.
New Features
- All screens now work with miltary time (24 hour)

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v9.36

Updates:
- "Change Field" function updated to allow mass changing of discounts
- Merge items function (sending invoices to QB) now creates a single line item for all parts
- Military time works on the scheduling screen
New Features
- Maintenance Billing allows same Service ID to be used multiple times
- Added field to Parts Maintenance to allow for pre-paid parts, when added to a pre-paid service.
- Tab added to Application Setup to enter surcharge information

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v9.35

v9.34

v9.33

Updates:
- Printed estimates (print bid) no longer round quantities
- Estimate Import from QB updated
- Time records in History updated
- Service Category sort order fixed
- Pulling items from QB no longer re-orders the list
- Part import uses QB ID if no description is available
- Credit limit overage message is now highly obnoxious
- PDA display options updated to send 1st phone number
- Part subcategories in the field show breadcrumbs
- Mobile MS Merge updated
New Features
- Added Lat & Lon per contat to download to the field
- Added overtime payroll types to employee records
- Added "overriding" payroll types to service records
- Added flashing message for Pending work orders on the Menu bar
- Shop Time work categories can be sent to QB

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v9.32

Updates:
- Management properties "use company" option for billing address fixed
- Simple recurring scheduling fixed to update Sundays
- Scheduling calendar colors now updates faster
- Jobs sent down to field by divisions fixed
- Structure accounting options updated
- Maintenance billing updated
New Features
- Added "single row" option to Pending Work Orders screen
- Added display options for 14 Day and Month View (under Schedule menu)

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v9.31

Updates:
- Printing multiple assessments per work order via Word fixed
- Office Time In screen changed to use categories on display
- Pins showing on scheduling maps updated
- Quantities on multi-day service rate invoices fixed
- Printing 14-Day and Month views of calendars compatible with divisions
- Setting First Name as a display field in custom fields on schedule fixed
- UD Fields as Trip Charge, with labor on one line for invoices, was not calculating correctly - fixed
New Features
- Half Licenses (for timing in office personnel and scheduling)
- Added Attachements to Jobs
- Added option on Services to now show dollars by service
- Added button to Pending list for Cancel WO
- Now sending Pending WOs to History in the field

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v9.30

Field version remains v9.29
Updates:
- Contact import will now import partial billing addresses
- Log in window restructured for wrong passwords
- Canadian taxes on Estimates updated
- Report screens (Contacts, Work Orders) sorts by highlighed row
New Features
- Priority and priority colors added to Jobs
- Sales Receipts added for Structure accounting program
- MapPoint added to contact detail screen on Mobile

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v9.29

Updates:
- Mapping distance calculations improved
- "Use Company Name" flag on Billing Address put back in
- Inactive assessments still sending to field - fixed
- Mobile Estimate Print shows total
- Pull Balances recognizes spaces in customer names more accurately
- Pull Balances not always "seeing" management companies - fixed
New Features
- Added "WO: Completed Date" to search and column names
- Colored days on Schedule automatically check for a tech's full days
- Added Search lists for Jobs screen
- Added option to send 0$ invoices to QB flagged to not print
- Added ability to Time In office employees
- Added option to turn off assessments asking to be printed
- Added "Print" button to all message lists

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v9.28

v9.27

Updates:
- Discounts import to correct fields
- Mobile: editing parts with zero quantity, all text in quantity field is selected
- Mobile: adding part to an estimate, retains latest subcategory
- Up/Down buttons on Services sort list fixed
- Message added to Billing Report when a price is overwritten
- Length for State/Province field updated
- PO Number added to invoices created from sales reciepts
- Sales reciepts can be put on hold, keeping them from invoicing
New Features
- Added Line Item Class to be sent to Estimates in QB
- Added message to Pull Balances to show contacts not found
- Added 14 Day View, Month View added to Daily menu (Scheduling)
- Added multiple options to Print button on Scheduling
- Added ability to edit work orders from Pending
- Mobile: Added option to Pull Additional Info if info wasn't pulled when the work order was created
- Added Balance Age to the various dropdowns for Contacts
- Added Assets to the work order printout from Scheduling
- Added Flat Hourly Rate by Customer to bililng options (Services)
- Assessments subsystem rewritten to latest

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v9.26

Updates:
- Asset locations corrected for rentals and owned properties
- Billing issues of adding parts in office not showing taxes - fixed
- Added Audit record for merging work orders
- Error due to deleting division's - fixed
- Changed lunch Time-Out to pause all work orders that were timed into
- Updated Order Parts report to reflect parts pulled from truck
New Features
- Added option on schedule to print summaries for a specific tech
- Added location to materials so they may now be pulled from truck
- Added Urgent to message features which displays on top
- Added asset name to search criteria for contacts
- Added Credit Limit and checking against the balance to contact record
- Added schedule button on estimates
- Added send Alt Contact to QB
- Added Corporate ID. More information here.

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v9.25

v9.24

Updates:
- Assessment questions in field cleaned up
- Mgmt Companies listing inactive props. when "active only" checked - Fixed
- Assets listed on the invoice are now in sort order
- Price override on the PDA were not displaying correctly - Fixed
- Phases on Mobile was getting an error when it opened - Fixed
- Adding parts to estimates were not updating Price Per Part - Fixed
- Importing parts was not checking for truncated part IDs causing duplicate errors - Fixed
New Features
- Added option to require QB company entry on contact add or edit
- Added Multi-division selections to reports, daily schedule and Invoicing
- Invoices for customers with a non-taxable tax code will now go across with no taxable items
- Expanded MS Merge - Store cell information in HindSite from an Excel document
- Picture assessment types were added
- File attachments were added to the PDA and Mobile
- Changed Lawn Assistant export to use a date range
- Added the option on ''Move Day'' to copy a full day of work orders and replicate for another day

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v9.23

Updates:
- In contacts hitting "Map It" twice, while saving a contact, errored - fixed
- Export of emails, phones, and contact statuses cleaned up
- GST/PST on mobile prints fixed
- Removing a job from a WO cleaned up
- Move days feature, when saying "No" to moving complete jobs is fixed
- Phones/emails columns on Reminders cleaned up
- Parts marked not to go to field now do as they're told
- Removed WO Maint button from Pending screen
New Features
- New estimate screens in office and on Mobile
- Field Created WO screen updated to provide more info
- Audit table record added for Active status changes
- Mapping added to Work Order list
- Office comments can have a specific man hours attached, which will overwrite the service default

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v9.22

Updates:
- Move days cleaned up
- Pending work orders no longer affects scheduled times
- Mobile sync price levels fixed
- Field PDA billing minimums fixed
- Canadian dates on timesheets updated
New Features
- If marked paid if field, type of payment added to QB invoice
- Ability to delete a note by removing all text and saving added
- Time Summary Report with "Show Employee Totals" checked, now shows billing totals by day
- The pending warning, bottom left of schedule, now flashes if the related pending WO is marked high priority

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v9.21

Updates:
- Tabbing order on Contact details screen fixed
- Search fields on Contacts automatically select all content in the field
- Jobs time records now non-military
- Contacts ordering under property management companies updated
- ProfitMaxx allows the sending of drive and arrive times (dispatch/arrived)
- History show date on which a work order was completed
New Features
- Additional backup file for Mobile added
- Sort order added to Contact Statuses
- Added the option to not tax parts for specific services

v9.20

Updates:
- Printing "All WOs For This Tech" fixed (page breaks added)
- Timesheet's "red lines" fixed
- Pull Balances from QB conflicted with duplicated names, fixed
- Saving contact data from Reminders updated
- Ability to not require Incomplete remarks fixed
- Service Times Summary report updated
- Assessment questions with dollar values fixed
- Inactive services now hidden on Map Contacts screen
- QB part import does not alter the Estimate Price field
New Features
- NEW "MOBILE 2010" RELEASE
- Option on Pre Payments to make QB sale receipt as "To Be Printed", or not
- Option to group parts on invoice by matching QB Fullnames
- Work Order Invoice Number now a searchable column/field
- Option to duplicate a message as a Customer Note as well
- When manually completing a WO in the office, a message box notifies users if the WO has no time records
- Option to show actual time total under technicians, on the invoice
- Phone fields with the titles "Fax" and "Alt. Phone" will allow those numbers to be sent to QB
- When a contact is selected in scheduling, any future reminders will pop up

v9.19

Updates:
- Dimensional aspects to parts weren't filling incorrectly, fixed
- View items by division has been significantly cleaned up
New Features
- On WO's created in field, if the field unit has access to contacts, and those contacts have assets, the tech will also be abe to immediately associate an asset to the WO
- Driving rate added to Crew Rates (not billable yet!)
- Ability to flag customer email for "Email Invoices" when sending to QB

v9.18

v9.17

Updates:
- Active/inactive flag added to Work Categories
- Invoicing by division
- Contact Fields ordering/sorting properly
- Contact Search by Discount fixed
- Error from Add Note on Reminders screen fixed
- Pull Parts from QB, changes updating field devices properly
- Customers w/o billing address showed blank line on contact list, fixed
- Division added to contact import
New Features
- Work Categories added to Shop Time
- Option to disable Pause button for field units
- Ability to reassign an asset owner to a different contact
- .ini option added for "Company Time on Site" message (invoicing)
- Option to add a break for routed days (no WOs scheduled during that time)

v9.16

No field update
Updates:
- More users visible on Message screen
- History automatically refreshes when contact note added
- Jobs history being sent to the field is updated
- WO Print now prints single page
- Daily Master print condensed
- Max size of fields, when using User Edit, now auto-fits field properties
- Pending contact edit, fixed
New Features
- Microsoft Excel® and Word® Merge feature added to Contacts
- Totals by State added to timesheets
- Jobs contact ID selection can change to company (like Scheduling)
- On Timesheets, red lines are also italicized (for B&W printers)
- Service Times Report provides a total by date range
- Pending printout includes customer's company name

v9.15

v9.14

v9.13

v9.12

Updates:
- Move Day will carry the office comments with it
- Parts list number formatting improved
- Reminder glitch (now printing 1st reminder) fixed
- Billing calculations for trip minutes on work orders with multiple techs fixed
- Initial setup bug on Assessments fixed (only occurred with no UD fields were defined)
New Features
- Option on invoicing to add "Helper" name on line item descriptions
- Control invoicing ability at the user level
- Can pull categories from QuickBooks (on QB Accounting options)
- Ability to edit Reminders
- Ability to see inactive techs on schedule (but can't actually do anything with the work orders)
- Added import for Distributor Invoices
- SQL Instance name changed from "SQLEXPRESS" to "SQLHindSite" for new installs
- Snow Routes make their big triumphant comeback!

v9.11

v9.10

Updates:
- Added ability to delete a string of recurring WO's from WO Maint (as opposed to just via the Schedule)
- Sending of Vehicle Mileage records cleaned up
- Sales Rep on a multi-day WO will become the last tech on-site
- Fixed creating Pending WOs from Incompletes
- Show techs and show times were not exclusive (fixed)
- Shop Time, using work categories, fixed a doubling error when creating timesheets
New Features
- Remark Categories can now be set by division
- Print All Summaries for a day (option added under Schedule, Print)
- WO Summary now shows materials totals

v9.09

Updates:
- Hide navigation bar during loading screen to prevent errors
- Sort order of UDFs on PDA
- Mass scheduling/History confusions between service_id and tech_id sorted out
New Features
- "Locking" work orders into place (e.g. the day's first call) when routing
- Print WO from WO Maint
- Ability to select multlple files via Attach Files on contact record
- QB Fullname added to work categories for timesheet service items
- Assessment print added to Mobile
- Postscript message added to end of work orders printed in field

v9.08

Updates:
- Move Day button would not move completed WOs without time/materials
- Reminders set for a specific user would through errors when multiple people had reminders
- Contact history wasn't refreshing properly
- "Object reference" error when printing Daily Master Schedule
- Multiple "piggybacking" tax rates weren't calculating properly
- Multiple price levels with shared parts weren't displaying properly
- Typing in the phone field of the Contact Details screen without actually opening the Phone/Email window
- Error with customer relationships
New Features:
- Option on Daily Schedule to turn off Arrive/Dispatch status
- Option to "Show Cancelled WO's" on Weekly Master calendar, so you don't have to print cancelled work
- "Pause"/"Resume" feature to the field program, allowing techs to stop the clock without having to actually time out and mark a WO Incomplete
- Contact note is now created when a Pre-Payment is recorded
- Export option for mapping, allowing you to import info into Street & Trips on a laptop running HindSite Mobile
- Ability to merge Contact IDs (Transfer ID button)
  - PLEASE NOTE: You will lose any user defined fields, phone numbers, relationships, attached files, etc, from the "old" record if they exist
- Pre-payment can now calculate tax and make it so you don't have to open the contact's user defined fields to enter an amount

v9.07

Updates:
- The text color on a selected WO in Pending was too dark
- Ability to search using >= ("greater than or equal to")
- BIN field added back into Parts
- Fixed the Recur by month scheduling problem
- History was showing the wrong customer at times
- Schedule screen load times sped up
- Error when pulling up a customer by typing a partial name and hitting enter
- Miscalculations on trip minutes on field units
New Features:
- Option on Service Times Report to select customers by service ID
- Report generation from Work Order Maintenance screen
- Report generation from Employee maintenance screen
- Added ability to assign a work order to a Job (as long as Job is "Not Started" or "In Progress")

v9.06

Updates:
- Numbers were not listing correctly on Contact List
- Billing calculations on some services when billing by service rates (as opposed to employee rates) were wrong
- Billing address "billing note" sent to QB in wrong position
- Emergency backups run by multiple users not working
- Job list not displaying Estimate Hours
- Parts were not pulling costs from QB
- Single click on a WO wasn't showing the info balloon for a work order on the schedule
- Services that used a trip charge weren't calculating correctly if the time records overlapped noon
- Signature error happening on PDA
- Contact fields (such as dates, numbers, etc) weren't ordering properly
- Contact export when extracting User Defined Field data
New Features
- If download day per tech is set to give them more than just "today", and it's a Friday, the tech will automatically get Monday (instead of stopping at Saturday or Sunday)
- Merge WO added back in
- Now when Routing a Tech on the schedule, there is an option to build in drive time automatically between jobs
- Option under Daily Options on the schedule to turn off "distance from shop" display
- Added "Account Number" field, from QB, which goes to PDA as well
- Option on the PDA to notify the office if a part needs to be restocked
- Service Times Report
- Cancel Button added to the Change Columns feature
- Option for "Dimensional Parts", allowing you to enter length and width, in the field, as determined by the office
- Multi-column drop downs added to Materials (when editing a WO), so you can see both the Part ID and Description
- You can now sort the columns in WO Maintenance (just click on them)
- The calendar on the schedule will no longer "swap" to the next month when you click on a day in the upcoming month (i.e. the current months will always be displayed unless you click on the arrow button or on a grayed out day, two months out) (does that make any sense at all?)
- Option on services to not charge for parts/materials
- Customer balance as pulled (manually!) from QB will now be displayed on the PDA if "Show Dollars" is allowed for that tech
- Reminders can be assigned/set to User or Division (so each user can have their own reminders, and not have to see anyone else's)

v9.05

Updates:
- Sorting a column in the Pending list blanking out said column
- Error in Parts list in the office
- Weekly/Daily Master "Print" button returned to its rightful place
- Issues with Move/Swap Day feature
- UDF names not going to field units
- Sending contacts to field unit, even if option to "Send Contacts" was unchecked
- Lunch Time time out records causing errors in View Log

Crew Time not printing properly on field printout
Pulling balances from QB not working in all cases (depending on QB Fullname)
Non-standard characters causing errors when invoicing to QB
Inactive showing up on Contact list searches when they shouldn’t
Entering WO numbers in the field (on Field Created WO) throwing errors
Incomplete list not showing current day
Defaulting the billing address’ contact name not appearing on new contacts

New Features::
- Remarks report in Weekly Master/Daily
- Mark a tech unavailable on the schedule for a period of time within a day(instead of the entire day)
- A "condensed" option for Weekly Master/Daily
- WO added to tool tips preview on schedule

v9.04

Updates:
- Edit Times & Edit Materials on Field Created WOs (not refreshing properly)
- Error when emailing from Contacts
- Extra printed page when running a Query Report
- Click Directions on Daily would re-route the tech's day
- "0:00" for Company Time showing on QB invoices
- Estimated Hours and Actual Hours not working on Jobs screen
- Daily screens Display Options Cursor Position no showing correctly
- Green days on teh Daily calendar not showing if selecting customers by a field other than Customer ID
- Activesync not cleaning up the Update dates at time of sync
- Price overrides and quantities not working properly
- View Log not display correct information on local installs
- Zip Codes not showing in Scheduler Display Options
- Moving or Swapping WOs not updating Date Change and Changed By
- Search function on Parts (office)
- Services with non-hourly rate not correctly calculating
- Selecting a WO with same customer as already selected in the Daily screen would clear the ID
- Invoice No Charge invoice type on Services was calculating minimum
- QB Memo option on UD Sub Lines
- Referencing inactive items on QB item checks (e.g. Timesheets)
New Features:
- Option for hours or decimals on Timesheets (replaced)
- Error will appear if an invoice
- Option to send zero-dollar invoices to QB
- Weather feature (for US customers only)
- Set Distance option under Contacts (sets the distance from the shop to the customer's service address; now available as a search field and as a Scheduler Display option)
- Option to print History from Contacts history screen
- Survey Report in WO Maintenance
- THEMES BABEEE!
- Support for SymbolÂ® scanner devices
- Ability to edit messages via See My Messages
- Support for QB POS
- Support for Structure
- Flag on Tech to receive Jobs or not
- Query Report displays number of rows returned

v9.03

v9.02

v9.01

Field comments sending down to field
Time record issues (e.g. first two records with same in and out stamps)
Calendar no longer shows location-based colors for past dates
Trip charge not calculating minutes correctly
Assessment charges on invoice
"Show Drive Time" options in QB accounting options (shows drive time if greater than 0 on invoice)
Spell check on invoicing (invoice options)
Send work order to QB as sales order (invoice options)
Billing by service according to "company time" or "man hours"
Bill a trip charge by customer User Defined Field
Discounts assigned by division
Print button added to Weekly Master Calendar

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Version 9 Change Log