Version 9 Change Log
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!
9.00 | 9.01 | 9.02 | 9.03 | 9.04 | 9.05 | 9.06 | 9.07 | 9.08 | 9.09 | 9.10 | 9.11 | 9.12 | 9.13 | 9.14 | 9.15 | 9.16 | 9.17 | 9.18 | 9.19 | 9.20 | 9.21 | 9.22 | 9.23 | 9.24 | 9.25 | 9.26
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.
v9.25
- Updates:
- Fixed problem with searches for user defined fields using "Not Like"
- Fixed several little issues with PDA pictures
- New Features
- Added Send Receipts for Paid in Field to QuickBooks (must have payment types defined: "Check", "Cash", and "Credit Card")
- Changed Map code field to 50 chars instead of 20
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
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
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
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
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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
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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
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v9.18
- Updates:
- Assets can be assigned to work orders (only 1 asset per WO!)
- New Features
- Summary button added to Service Times, shows report 2 different ways
- Field part add screen showed discounted price for customers with a part discount
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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)
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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
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v9.15
- No field update
- Updates:
- Contact levels display fixed
- Pre-paid contact notes write to the contact ID
- Billing Address defaults to "use Record Name" on new contacts
- Coupons included in billing calculation
- New Features
- Edit Mode added to PDA materials list
- PDA history download interval accepts decimals
- Parts import from QB, with "Pull Categories" will not add the category itself as an item in HindSite
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v9.14
- Updates:
- Billing address field displays updated
- Updated Mobile database
- Assessment doubling fixed
- Tech days now clear when tech is deleted
- Inactive techs affecting work orders, fixed
- New Features
- Assets!
- Initial WO on WO Maintenance added
- Option to not send specific customers' history to field
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v9.13
- Updates:
- Invoice service addresses more accurate
- Snow routes are created at 12am of "today" (i.e. this morning) instead of at the time the list is accessed
- Sales tax code on Contacts is now validated when entered
- Contact Status field on Routes expanded
- New Features
- Multiple levels added to contacts
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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!
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v9.11
- Updates:
- Fixed error on Routing
- Cleaned up cancelled and deleted Pending WOs
- Cleaned up "skipped" Assessment questions
- New Features
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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
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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
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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
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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")
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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)
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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
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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 Symbol® 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
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v9.03
- Parts sub categories "can't be null" error
- Parts sub categories doubling when sent to field
- Charging of fuel surcharge in multi-day work orders
- Order by Dept ID (Divisions) on contact discounts
- Option to start HindSite maximized
- Auto-backup path (specify where the scheduled task backup runs to)
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v9.02
- No annoucement was made for this update.
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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v9.00
- Seriously, there's too much to even begin. Call us!
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