Update 100: Set Defaults for Posting to QuickBooks, Inactive Equipment, Photos in iFleet Service History
By My Service Depot on Wednesday, January 24, 2018The first update of 2018, Smart Service Update 100 adds some great new features to the field service management system. Watch the overview video and read about the new additions below.
Set Defaults for Posting to QuickBooks – New default options allow everyone in your company to post to QuickBooks your way, every time. To set defaults for posting to QuickBooks, click the Setup button, continue to the defaults tab, then toggle the options within the new “Post Work Orders” menu.
Hide Costs in iFleet – If you do not want your field service technicians to see the company costs associated with line items, you can now hide this information by clicking the Setup button, continuing to the iFleet tab, and checking the new “Hide Cost On Line Items” box.
New History Sort Options – Prior to update 100, customer service histories were always organized by date. Now, you can organize and parse this same information using a plethora of other parameters, including Type, Status, and technician.
Additional options allow you to reorganize or hide columns within a customer’s service history. This will help your company more easily make sense of the past work done for customers.
Inactive Equipment – Your longtime customers can often accumulate a massive equipment service history. Sometimes, having access to too many old equipment records in iFleet can get confusing. Now, office users can inactivate pieces of equipment in Smart Service. Doing this will preserve the equipment record in Smart Service, but hide it from appearing in the customer’s records when sending new jobs to iFleet. This will help field technicians focus on the details pertinent to each job.
Photos in iFleet Service History – Customers who use Dropbox in conjunction with iFleet can now view the photos associated with each previous job preformed for a customer (rather than viewing all the photos in a single group). This will make it much easier to check out pictures of the most recent service call, or to check out what a job site looked like when work began.
Customer and Internal Purchase Orders – Companies that do a lot of commercial work often receive purchase order numbers from their customers. This can create confusion if your company also uses its own internal purchase order system.
A new field in Smart Service allows your company to easily track these purchase order numbers separately.
Apply New Schedule Times to Job Recurrences – This new feature concerns the optional, premium routing module Smart Routes.
Smart Service users who use recurring routes in Smart Routes now have the option to easily apply a change to a route to all future instances of that route. To do this, simply make a change to a route and then click the new “Apply New Schedule Times to Job Recurrences” button.
This new button makes it easy to add, subtract, or adjust stops within your recurring routes.
Other Resources
Click to view the complete 10.100 release notes.
Click to update Smart Service.