- Tech Support -
888-752-5978

Available 6am-7pm
Central time, Monday-Friday

Sales/General Info:
888-271-4076

Fax:
651-842-0564

Who knows what darkness lurks in the heart of ip addresses?
The chicken knows...

• New Features:
  • Added new fields to field created customers (title, extension, website, etc.) (Rel. 1)
  • Added the ability to change multiple time records at once (Rel. 1)
• Updates:
  • Order parts report was not showing the address line - Fixed (Rel. 1)
  • Printing all work orders for a technician was causing custom reports to display incorrect UD fields - Fixed (Rel. 1)
  • Setting crew rates through the employee maintenance was only updating service rates employee and not adding new rates - Fixed (Rel. 2)
  • Deleting a tech after adding notes on the tech days was causing an error - Fixed (Rel. 2)
  • Work order summary printing was dropping assessments attached to a work order when there were specific combinations of assessments on one work order - Fixed (Rel. 3)
  • Multi-service work orders created from contracts on to the calendar were doubling the number of work orders created for the first service selected - Fixed (Rel. 3)
  • When there was a default line class set up, Unaccounted time should go across on time sheets using that value - Fixed (Rel. 3)

Android

• New Features:
  • Changes to add customer - Now stays on the add screen for multiple adds (Rel. 1)
  • Changes to add customer - New fields (title, extension, website, etc) (Rel. 1)
  • Added the ability to view field created customers and edit them (Rel. 1)
  • Moved Add Customer to the contacts button (Rel. 1)
  • Added a new option "Start routes at current time" which sets the first stop at the current time and then sets the rest of the stops after the previous stop plus the length of the appointment (Rel. 1)
• Updates:
  • After you added a part that you changed the description of to an estimate, and you wanted to go back in and edit that part, the description was reverting back to the standard description - Fixed (Rel. 1)
  • Option to "Start route at current time" wasn't saying checked, it just displayed a problem - Fixed (Rel. 1)
  • If you didn't have contacts being sent down and wanted to add a customer by clicking the contacts button, it would do nothing at times - Fixed (Rel. 1)
  • Price on print preview was off by a few pennies at times - Fixed (Rel. 3)

Mobile Web

• New Features:

• Updates:
  • Fixed the incomplete work order status on the work order list screen (Rel. 3)
  • Fixed the back button redirect on the survey questions page (Rel. 3)
  • Embedded assessments were erroring when called - Fixed (Rel. 3)

• New Features:
  • Added Contracts functionality (Rel. 1)
  • Added contract services and measurement tables to the MS Merge function (Rel. 5)
  • Added the ability to turn off sending reminders to the field (Rel. 10)
  • When it comes to speed at login time - The reason it is slow is because it is testing the stored IP addresses used for syncing. This is important to ensure your techs can sync from the field. You have the option on the Web Sync option page to not test the addresses at login time, but this is not recommended. If the speed for logging in is not a factor, we suggest you leave the setting as is (Rel. 10)
  • When opening a reminder to edit, the Contact Edit page will now also open (Rel. 10)
  • Moved the "Update this program" option to under Help (Rel. 10)
  • Added the option to use %QBTECH% as a line class variable to pass the QB Fullname of the technician for each invoice line item. This is an addition to the old option of %TECH% which would pass the technician's ID as the class (Rel. 10)
• Updates:
  • Labor overrides were not working when they were on the service level and not on work category level - Fixed (Rel. 1)
  • Contract scheduling was fixed for multiple errors it was having (Rel. 5)
  • Counts at the bottom of the contract now displays the counts for multi-service work orders (Rel. 5)
  • When sending a QB invoice to a different bill to contact, the system potentiallt would throw an error saying "Customer 1" was not found. The error occurred when trying to add a job to a customer but failed - Fixed (Rel. 9)
  • QB Companies were not listing on the contact list screen - Fixed (Rel. 9)
  • Contract Templates were not displaying when the Bill option checkbox was checked - Fixed (Rel. 10)
  • When running Bid vs. Actual in estimates and there are 2 instances of the same work order attached to the estimate, the actual hours were doubling on the report - Fixed (Rel. 10)
  • Prepay balances were not zeroing out when being pulled from QB - Fixed (Rel. 10)

Android

• New Features:
  • Now able to create/recreate reminders in the field (Rel. 5)
  • Ability to add reminders to field created customers (Rel. 6)
• Updates:
  • Coupons were not working - Fixed (Rel. 5)
  • Was checking for attachments even though the office had this option unchecked - Fixed (Rel. 5)
  • For single tech time in to field work order, the time on site was not calculated correctly - Fixed (Rel. 6)
  • Transmit time in was not updating the correct work orders at times - Fixed (Rel. 6)
  • After syncing, the WO's would sometimes not show up - Fixed (Rel. 6)
  • Estimates were not saving the description - Fixed (Rel. 6)
  • When searching assets, the program was force closing - Fixed (Rel. 6)
  • On field WO's, when you timed in to go to lunch and then went to time everyone in after lunch, it wasn't working - Fixed (Rel. 6)

Mobile Web

• Updates:
  • Jobs were being sent when checked to not send - Fixed

• New Features:
  • Added search on route maintenance (Rel. 1)
  • Timesheets sent to QB will now carry over the job name if the job exists in QB already (Rel. 1)
  • Added the option to Jobs Scheduling to create pending work orders for the first of each month in the contract period on the number of visits per month (Rel. 1)
  • Added Payroll Report option under Reports (Rel. 1)
• Updates:
  • Snow overrides were not overriding if work categories were not used - Fixed (Rel. 1)
  • Managers Request email was not including the work order number - Fixed (Rel. 1)
  • The audit table was not capturing the customer ID when it was writing an e-mail record being added for a brand new customer - Fixed (Rel. 1)
  • When syncing, if time records were incorrect and sending employees last three days to the field was selected, an error was trying to throw a message up in the background and the downloads do not finish transmitting - Fixed (Rel. 1)
  • Coupons were not calculating correctly in the office - Fixed (Rel. 1)
  • When searching for routes using the search criteria, the sort order of the routes and stops would change - Fixed (Rel. 1)
  • When searching using dates, the >= and <= options were not showing all the dates - Fixed (Rel. 1)
  • In contact maintenance, if Print was selected before changing UDFs, an error would occur - Fixed (Rel. 1)
  • The User Defined Fields were having errors when saving - Fixed (Rel. 1)
  • Sub Import wasn't saving the skipped data to the correct place - Fixed (Rel. 1)

Android

Mobile Web

• New Features:
  • Option to Show Work Categories on the invoice (Rel. 1)
  • Option on jobs to not send job notes to the field (Rel. 1)
  • Option on jobs to send job notes to invoice (Rel. 1)
  • Added invoice descriptions for work category lines (Rel. 1)
  • Added Contact Manager to the contact screen (Rel. 1)
  • Changed the parts maintenance list to allow making them inactive by right clicking on them (Rel. 4)
• Updates:
  • Work order times used to throw an error when selected - Fixed (Rel. 1)
  • On work order times, if you were only adding an out it said "Please select a work category" - Fixed (Rel. 1)
  • Jobs were not being sent to QB when a package was selected - Fixed (Rel. 4)
  • Marking a customer as sold was taking the customer off of the contact list when management companies check box was checked - Fixed (Rel. 4)
  • In admin times, when you clicked NEW it was clearing your search at the top - Fixed (Rel. 4)
  • On Jobs when you added a new service but didn't select one and hit save, it would throw an error - Fixed (Rel. 4)

Android

• New Features:
  • Added Asset Features (Rel. 6)
  • Added parts pricing by UDF (Rel. 6)
  • Added Attached Files (from office) (Rel. 6)
  • Special Needs Field can now be viewed on the "Job Info" screen (Rel. 7)
  • Added the ability to swipe left or right on the Work Order list screen to page through days (Rel. 8)
    
• Updates:
  • Billing was not calculating correctly when trip charges were applied - Fixed (Rel. 4)
  • Issue with time records from timing into lunch - Fixed (Rel. 4)
  • When completing a WO, it was showing the materials screen at times when it shouldn't - Fixed (Rel. 4)
  • When you went to routes, you could not get to the last route on the list - Fixed (Rel. 6)
  • When adding customers, the city, state and zip code are now limited to one line (Rel. 6)
  • Assessment question with "Text Numeric" as a type now allows decimal numbers instead of only integers (Rel. 6)
  • Assessments would not continue to the next question when the question was tied to a UDF - Fixed (Rel. 7)
  • Jobs was not creating work orders correctly when services have categories - Fixed (Rel. 7)
  • Assessment Signature when displaying survey as a grid is now functioning (Rel. 7)
  • "Single Tech Time In" and "Single Tech Driving Only" can not longer both be checked on the options screen (Rel. 7)
  • Assessment question type Yes/No did not display N/A text box when N/A was selected - Fixed (Rel. 8)

Mobile Web

• Updates:
  • Added an option so that if the tech is a sub or equipment, it doesn't show contacts, dollars, etc. (Rel. 1)
  • Assessments were erroring at times if you hit the back button - Fixed (Rel. 1)
  • A deleted part was still popping up assessments attached to that part- Fixed (Rel. 1)
  • At times, users were able to bypass the log in process - Fixed (Rel. 1)
  • Was not updating the completed date at times - Fixed (Rel.1)

• New Features:
  • Changed the downloads for equipment or sub-contractor types of technicians so sensitive data (e.g. phone numbers, addresses, etc) is not sent to the field (Rel. 1)
  • Added Time In/Out option to the schedule screen (Rel. 1)
  • Added the ability to update a crew members rate on all services under employees (Rel. 1)
• Updates:
  • UD Fields printing on the Work Order report were not clearing out between reports - Fixed (Rel. 1)
  • An error occured when a deleted office assessment was set to show when pulling up customer data - Fixed (Rel. 1)
  • The map code entered in the offce could be 50 characters long, but several tables in the field were only set to 20 characters - Fixed (Rel. 1)
  • "Use Company Name" unchecked was not saving if it was an owner - Fixed (Rel. 1)
  • Reports were displaying "evaluation copy" on the bottom - Fixed (Rel. 2)
  • Labor overrides (Question asking how much snow was shoveled) were not displaying on invoices when the price fell back to the service rate - Fixed (Rel. 2)
  • Estimates associated with jobs is now fixed (Rel. 2)
  • Job Services - if you clicked to the left of a service in a job it would throw an error - Fixed (Rel. 2)

Android

• Updates:
  • When using single tech and admin remarks, program would force close - Fixed (Rel. 1)
  • On complete work orders with no parts, the program would force close - Fixed (Rel. 1)

Mobile Web

• Updates:
  • Field created WO's were not saving assessments - Fixed (Rel. 1)
  • When clicking "View Days", nothing would happen. Fixed so it changes to the day you selected (Rel. 1)
  • Single Tech Shop Time work categories were not adding the OUT at times when switching categories - Fixed (Rel. 1)
  • Display options were causing problems at times when certain things were selected, e.g. Phones - Fixed (Rel. 1)
  • Field Work Order remarks were being populated by the previous WOs remarks - Fixed (Rel. 2)
  • Managers PDA - if you switched to a different tech, it would pull the original techs field WOs - Fixed (Rel. 2)
  • The restock option on parts was causing you to be"stuck" on the parts screen - Fixed (Rel. 2)

• New Features:
  • Only users in the Admin group are allowed to click on "Update" when the notification shows there is an update available (Rel. 1)
  • The drop down text box now displays the message "Multiple Addresses" when there are multiple addresses under that phone number (Rel. 1)
  • Changed the display options for the schedule blocks, 14 day view, and PDA work order list to allow the users to select any fields on contact and work order records (Rel. 1)
  • Added a More Options button on the services screen to free up space (Rel. 1)
  • Added Labor Overrides and contract dates to MS Merge functions (Rel. 1)
  • Added Signature Display on MSMerge to Excel (Rel. 2)
• Updates:
  • Pulling UDF fields on the work order list was not working - Fixed (Rel. 1)
  • Pulling QB items was ending immediately if there were no service items in QB - Fixed (Rel. 1)
  • When using Move or swap day, the day being moved was always using the day on the schedule screen, not the date selected on the form - Fixed (Rel. 1)
  • When entering a new time in Work Order Times, after the changes have been saved and closing the screen, the program would ask to save again - Fixed (Rel. 1)
  • Fixed various maintenance screens to stop displaying "do you want to save" when it shouldn't (Rel. 2)
  • Pre-paid line items were not going over to QB - Fixed (Rel. 2)
  • Fixed various maintenance screens to show data in drop down boxes when data is available (Rel. 2)

• New Features:
  • The flow of screens when mapping and scheduling from the contacts screen has changed (Rel. 1)
  • There is now a checkbox to routing a techs day that will allow the route to start at the farthest stop from the office (Rel. 2)
• Updates:
  • The PDA sync was putting a message "This line appears wrong" in the log when no data was transfered - Fixed (Rel. 1)
  • Inactive customers were showing up on the contact list when the Management Company check box was check - Fixed (Rel. 2)
  • Double clicking on the report page close button was casuing an error - Fixed (Rel. 2)
  • When a field was displayed on the work order list in the field, if it was empty it was carrying over garbage data from a previous line - no longer does this (Rel. 2)
  • Changing columns in the Work Order List to "WO:Asset Name" was causing an error - Fixed (Rel. 2)

Android

• Updates:
  • Timing in with single-tech no longer force closes when WebSync IP settings are not correct or cannot connect
  • Deleting materials from a work order no longer force closes
  • Completing a work order no longer force closes when there is an inactive survey attached to the service of that work order

• New Features:
  • Only users in the Admin group are allowed to click on "Update" when the notification shows there is an update available
  • The drop down text box now displays the message "Multiple Addresses" when there are multiple addresses under that phone number
  • Changed the display options for the schedule blocks, 14 day view, and PDA work order list to allow the users to select any fields on contact and work order records
  • Added a More Options button on the services screen to free up space
  • Added Labor Overrides and contract dates to MS Merge functions
• Updates:
  • When creating multiple pending records, the proposed date now resets back to the current date
  • Price overrides in the office now put a correct original amount on the billing report
  • When creating a pending with more hours than one day, and the setting to go to multi-days was turned on, additional pending records were created with incorrect scheduled times - fixed
  • Structure now sends time sheets even if there are only Admin times
  • The sort order of parts and categories on the estimate screen is now correct
  • Sending history to the field now allows decimals
  • Admin time work categories were displaying incorrectly - fixed
  • Web completed date and updating proposed dates are fixed

• New Features:
  • On the work order details screen, there is now "Scheduler" so the techs can see who scheduled the work order (Rel. 2)
  • On the contact list, technicians now see the entire list and techs can scroll through the whole list or search by any of the fields (Rel. 2)
  • You now have the ability to store measurements from GoiLawn or just enter per customer (Rel. 1)
  • Added an Adjustment column to jobs so the contract number of visits can stay correct and unscheduled work orders can be accounted for without having to schedule (Rel. 1)
  • Added the ability to spread the hours for work orders over multiple days automatically (Rel. 1)
  • Changed the Job's reporting page and report page within each job to display hours and dollars to date report (Rel. 1)
  • Changed the screen order when field technicians are timing in crew members. Now it displays the work categories first and then allows the tech to select multiple crew members at a time (Rel. 1)
• Updates:
  • Asset Surveys no longer error when they belong to a multi-day work order (Rel. 2)
  • An error was occurring during billing when the bill amount was coming from a work category instead of the service - fixed (Rel. 2)
  • Can now use Job Names and asset columns on the work order list screen without errors (Rel. 2)
  • Can now Move Days from the scheduling screen with the correct from and to dates appearing (Rel. 1)
  • An error occurred when the UDF grid was displayed and the sort order of the UD fields put an empty UD field at the top - fixed (Rel. 1)
  • Changed sending QB invoices so when "Send as Pending" is turned on, the "IsToBeEmailed" is turned off (Rel. 1)
  • Recurring work orders and work orders tied together through jobs were not updating future proposed and scheduled dates when they were being completed if it was done through the web or through field work orders replacing pending - fixed (Rel. 1)
  • Office notifications coming from work orders created in the field now send the "While You Were Out" message to the office (Rel. 1)

Android

• New Features:
  • Widget added to allow the ability to send Completebackup.txt and workords.txt (Rel. 6)
  • Shopping List for parts (Rel. 6)
  • Added scrolling when viewing a contact from the contacts screen (Rel. 4)
  • All other technicians will now show up on the "Picked From" list when adding parts (Rel. 2)
  • New field: "Scheduled:" on the Work Order Detail's screen (Rel. 2)
  • Contact statuses can be viewed through Contacts (Rel. 1)
  • Clickable links are now a lighter blue (Rel. 1)
  • There is now a simplified way to time in multiple crew members (Rel. 1)
  • You can now capture a signature if the work order is Incomplete (Rel. 1)
  • Now have the option to search Contacts (Rel. 1)
  • Ability to view report on field device (ability to print soon to come!)
    (Rel. 1)
  • Transition between screens is much smoother! (Rel. 1)
• Updates:
  • Timing all timed in crew members into lunch forced closed or got hung up - Fixed (Rel. 6)
  • While Viewing Parts, after searching, clicking 'Next' causes last work order viewed to pull up - Fixed (Rel. 6)
  • On site time was not calculated correctly - Fixed (Rel. 6)
  • Having "Transmit Driving and Arrive Times" option on, will no longer cause the application to freeze when timing in with a slow connection (Rel. 6)
  • Timing all timed in crew members into lunch also created extra time ins into Lunch when crew members were timed into different work orders - Fixed (Rel. 6)
  • Remarks for Admin Times wasn't properly timing in or returning to the correct screen - Fixed (Rel. 6)
  • Work Order print now displays correct date (Rel. 5)
  • WebSyncing password sometimes reported incorrect password when the passwords only differed in case - Fixed (Rel. 5)
  • Changing the device's Locale setting (e.g.: Espanol) no longer formats dates and times in an unexpected format (Rel. 5)
  • The Technician List screen (Manager's PDA option) sometimes displayed a technician twice - Fixed (Rel. 5)
  • WebSyncing no longer gets hung up on "Checking Time Records"
    (Rel. 4)
  • Single tech with transmit driving and arrive times now correctly updates the status to "Driving" (Rel. 3)
  • Selecting more than one employee when adding to the crew list now works on Ice Cream Sandwich (Android version 4.0+) (Rel. 3)
  • Prices now show from "View Parts" (Rel. 3)
  • Adding a customer note no longer Force Closes (Rel. 1)
  • Can now rotate the screen during a Web Sync (Rel. 1)
  • Making changes in the office to employees now resets the crew list on the mobile devices (Rel. 1)
  • WebSyncing while multiple crew members are timed in now waits until all prompts are answered (Rel. 1)
  • Pressing the back button on the Incomplete Remarks screen now goes back (Rel. 1)
  • Incompleting a work order now correctly checks for required remarks (Rel. 1)
  • Completing a work order no longer clears the signature if no signature was captured (Rel. 1)
  • While timed in to a field created work order, WebSyncing no longer causes a force close when clicking 'Yes' to the prompt, "Should <technician> be timed out?" (Rel. 1)
  • Picture assessments now work on all devices. (Rel. 1)

• New Features:
  • Contact Statuses are now in the contact info on the contact list
  • There is a Test Backup function under Daily Must Do's
  • Now have the option on field devices to send work orders created from routes to be sent to the office even if they were not touched
  • Now have automatic updates for mobile web and Android
  • There is now parts markup type and percent to parts import
  • More options available on the active status options on the contact list screen
  • Estimates pulled from QB will now fill the estimate hours in HindSite
• Updates:
  • When searching contacts and the cancel screen is displayed, users were still able to click on things in the background - fixed
  • Under the right circumstances, unaccounted hours were not sending to timesheets – fixed
  • Actual hours in estimates now takes in to account non-billable times
  • When job is pulled from QB's, the job/customer levels above it will now pull
  • Costs now transfer for non-inventory and service parts from QB
  • Now able to send unaccounted hours to timesheets

Android

• New Features:
  • You now have the ability to send the work orders created by a route that have not been touched to the office
  • Attached Estimates can now be viewed
  • There is now automatic updating when Web Syncing
  • Newly added Parts Assessment
• Updates:
  • When memory is cleared on the device, the application has the user enter the tech id again when navigating back to the work order list screen - fixed. This may also fix various Force Close errors
  • Can now rotate screen when Web Syncing and prompting "Should crew_id be timed out?"
  • Can now time in everyone in to lunch who have also timed in to something else
  • Can change orientation while doing a picture assessment

General - No Changes

Android

• New Features:
  • There is a new column in Contacts table: contact_status (Rel. 4)
  • Contact statuses now show when viewing a contact (Rel. 4)
  • New function to send down workords.txt. Located under Tools>Options>Send workords.txt (Rel. 4)
• Updates:
  • When a part is marked as warrantied, the price now shows up as $0.00 on the materials screen (Rel. 5)
  • On remarks entry screen, ~ get replaced by carriage returns (Rel. 4)
  • When Web Syncing, is a dialog box asking if an employee should be timed out is showing and the screen rotates, the application no longer locks up (Rel. 4)
  • Fixed numerous errors dealing with field created work orders (Rel. 3)
  • Replaced all IDKeys with work_order (Rel. 3)
  • On the work orders list, work orders that have someone timed in now display that they are timed in (Rel. 1)

• New Features:
  • Added Export of parts to spreadsheet
  • There is now a markup functionatlity to parts to allow for Gross Margin or markup based on cost
  • Added import of costs from text files
  • You can now sort order your User Defined Fields in the office
• Updates:
  • The asset import now allows new records to go in with updates
  • Peachtree Interface was automatically truncating the customer ID’s to 20, causing issues trying to invoice HindSite customers with more than 20 characters – fixed
  • Taxes on estimates are now calculating correctly
  • Jobs now count all the work orders that are actually attached to that job

Android - No Changes

• New Features:
  • Changed Simply Interface to run with Simply 2012 (must download Simply interface.exe)
  • Added the ability to move all future recurring work orders when one in the chain is moved
  • Added Job Validation
• Updates:
  • Timesheets no longer show ":00" if decimal is selected
  • Can now upload multiple attached files in the field
  • Now able to cancel from work order maintenance
  • Jobs with packages save the job with the work order
  • Can alter Record ID's even when the person changing belongs to a division
  • Color calendar based on service option now works when a customer has pending records
  • Pulling pre-paid balances was causing an error because of insufficient authority in QB - Changed the error to just display in the "View Log" instead of getting an error in the program
  • Work order is no longer marked as sent if it has an error when sending invoices
  • Can now Re-order routes

Android

• New Features:
  • GPS coordinates are now recorded when timing in/out
  • Picture assessment questions are now available
  • There is a new function to send down Completebackup.txt. Located under Tools > Options > Send Completebackup.txt
• Updates:
  • A signature is no longer saved when no signature is entered when completing a work order
  • On parts screen, when a list contains both categories and parts, scrolling down past the categories then scrolling back to the categories was causing the description of the category to be blanked out. –Fixed

General - No Changes

Android

• New Features:
  • Addresses in the Work Order Detail screen are now colored to indicate it is clickable (Rel. 2)
  • Remarks adding with line breaks now transfer over to the office (Rel. 2)
  • Message box is now displayed when editing material that was already sent to the office (Rel. 1)
  • Estimate Final Bid now saves (Rel. 1)
  • Adding canned remarks is now added when navigating back to a category to add more remarks (Rel. 1)
    
• Updates:
  • "Mgd. By:" now displays on the Work Order Detail screen if the customer has a management company (Rel. 2)

• New Features:
  • Added bar code scanning to the asset list instead of on the entry screen
  • QuickBooks option to send the message "Signature is available upon request"
  • New field on the customer screen to display the amount of pre-paid dollars that have not been used yet
  • Quarterly and Semi-Annual are now available in Maintenance billing
  • Now allow field created work orders for the same service and customer to remove a pending for that same customer and service
  • New option for Mass Scheduling so duplicate work orders will not be created
  • Option to allow mass scheduled work orders to automatically associate with jobs
  • Option on mass scheduling to use different times from history or User Defined Fields
• Updates:
  • When mapping contacts, the pins now show up even if you have cancelled pending work orders
  • The monthly calendar view no longer has errors when there are users in a department
  • Price levels for work orders created in the field now work
  • Can now move work orders with a price override
  • The "Blue" days no longer override the "Green" days when using Map Code and Distance

Android

• New Features:
  • From now on when you add canned remarks, if you click on remarks you will stay on the remarks list instead of going back to the remarks entry screen (Rel. 1)
• Updates:
  • A message box now shows when resuming a paused work order while timed into another work order (Rel. 1)
  • Message box displays a message to sync the device on the WO list screen when download_date.txt does not exist (Rel. 1)
  • Canned remarks show remarks for incompletes (Rel. 1)
  • Parts show IDs when adding parts to work orders (Rel. 1)
  • Parts added to a work order will not show if "show prices on the technician" are not enabled (Rel. 1)
    

• New Features:
  • Pending list screen now defaults all pending searches to be less than a selected proposed date
  • Scheduling screen has a new drop down "More Options" button
  • Option to add a price override in the office
  • Cancel feature for the work order list
  • Ability to assign a sales rep to a work order
  • Option now available for users who log in to not allow users to delete work orders
  • Mass pending scheduling screen now has a Proposed Date option
• Updates:
  • Editing the labor override for work orders now save the changes
  • Job hours are pulling correctly
  • The first estimates now transmit to the field
  • Web field created work orders automatically process in the office
  • Fixed Admin times asking to save way too much
  • For QB Users, editing contacts will only ask to send to QB when you change a field that would be sent to QB
  • Fixed UD fields from asking to save data when no data needed to be saved
  • Field devices do not loop if there are active and inactive assessments with the same name
  • Can save assets even when last data field has no data in it
  • Parts can be imported from QB even if an old part has changed to a category
  • Divisions on the schedule screen now work!

Android

• New Features:
  • Signature box stretches to fit the device screen (Rel. 1)
  • Button text sizes are more consistent (Rel. 1)
• Updates:
  • Entering text in an assessment was using the previous assessment answer's text type and text length - fixed! (Rel. 4)
  • Creating new work orders with an assigned contact now uses the assigned price level (Rel. 4)
  • No longer need GPS for HindSite to open on devices (Rel. 4)
  • IP address boxes on the WebySync Setup screen are now wider (Rel. 4)
  • WebSync now timesout at 20 seconds when trying to connect to server (Rel. 3)
  • Canned field remarks now show (Rel. 3)
  • Routes are scheduled at midnight on the day the route is created. The time scheduled between each work order is 1 minute (Rel. 2)
  • Pause button on Admin Times (Shop Time, Travel Time, and Lunch) (Rel. 1)

General

• New Features:
  • A monthly calendar
  • There is now a 'Bill To Contact' feature for Peachtree accounting
• Updates:
  • Price level types can now be changed
  • Mapping flags no longer show up after they have been scheduled
  • Print white board was not showing enough hours when times started around midnight - fixed

Android:

• New Features:
• Parts are searchable (Rel. 6)
• Updates:
  • Device date formats different from MM/DD/YYYY now show on WOs on the work order list (Rel. 6)
  • Vehicles no longer insert duplicate records when Webyncing (Rel. 5)
  • Position of the list on the Contacts screen saves when you leave and come back (Rel. 5)
  • Price levels now work for parts (Rel. 4)
  • Can now WebSync when timed into an admin time (Rel. 4)
  • Can edit WebSync Settings and the Tech ID without scrolling becoming disabled and are able to see OK button on the IP Address entry screen (Rel. 3)
  • Can now refresh contacts from creating a new work order (Rel. 3)
  • Ability to edit problem note on new WO (Rel. 3)
  • Canadian addresses now direct to Google Maps (Rel. 3)
  • Can finish work order even when "Hide Signature Screen" option is checked (Rel. 2)

• New Features:
  • Attachements available for routes on HindSite Mobile
  • New Billing method: Billing by Work Category
• Updates:
  • Taxable line items updated
  • Field created work orders now displaying properly with Driving & Arrive Time set up

• New Features:
  • New service billing type: Meter Reading
  • Extended QB line descriptions (for extensive notes that need to be on your invoices)
  • Enhanced speed on the Schedule screen
  • Number of work orders listed on each tech's column
• Updates:
  • Swap Days correctly creates copies (not new work orders)

• 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

TOP

• 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

TOP

• 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
    

TOP

• New Features:
  • Bill To field added to Work Orders
  • Phone number formatting w/out parens "()", to allow for automated smartphone dialing
• Updates:
  • Peachtree interface now sends PO Numbers, Sales Rep, and Billing Address
  • Entering time records in the office now restricted on records that have an existing Time In record: Only Time Out records are allowed to be added
    

TOP

• 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
    

TOP

• 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
    

TOP

• New Features:
  • Asset Maintenance has been added (beta)
    

TOP

• 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.
    

TOP