Last night our team introduced the following new features and feature enhancements. The build went live on the evening of Thursday, September 6th, 2023.
EPIC FEATURES
Quoting Tool Settings Updates
Clock Change Requests - Can select which technicians to update
Time Audit Scheduler - Combination of the Employee Clock Monitor, Team Monitor, and more!
Features & Updates
Employee Time Clock Late Grace Period Company Setting
Phase 1 of Inova payroll integration: Inova Payroll Export to CSV File for closed payroll periods
Payroll Summary Realtime - We have added a new Flag for employees with day clocks that have not clocked out
Quoting: Specify when the Frequency Factor is applied
And more!
Epics
Quoting Tool Settings Updates
We're thrilled to announce a series of significant updates that are set to revolutionize the way you interact with our platform. In this article, we'll delve into the exciting changes we've made to our scopes of work and quoting tool settings, all aimed at enhancing your user experience and streamlining your workflow.
1. Organized for Simplicity
We've listened to your feedback, and we're excited to introduce a fresh approach to how scopes of work and quoting tool settings function. The cornerstone of these updates is the organization of all elements into individual pages. This means fewer clicks and layers to access the information you need, ultimately saving you time and effort.
2. Scope of Work Pop-ups
Clicking on a Scope of Work now opens a convenient pop-up window instead of redirecting you to another page. This subtle yet impactful change makes updating your Scopes of Works faster and easier than ever before. It's all about improving your workflow and reducing unnecessary steps.
3. All Rate Mods and Discounts in One Place
Managing rate modifications for multiple scopes of work can be a tedious task, especially if your pricing changes. With our latest update, you can now access all Rate Modifications and Discounts on a single page. This consolidation simplifies the process, allowing you to make updates quickly and efficiently.
4. Bulk Editing Made Easy
We understand that efficiency is key, and that's why we've introduced a new feature: Bulk Editing for Rate Mods. With a few simple steps, you can select multiple Rate Modifications, apply changes, and save time.
Click on the actions menu and select Bulk Edit. From here you can check off the Rate Mods you would like to edit, click the Blue Bulk Edit button at the top, add the fields you want to be the same for all the selected Rate Modifications, and save.
5. Simplified Question Management
Lastly, we've consolidated all question management into a single tab, known as the "Manage Questions" tab. This tab not only looks familiar but also introduces a new "Scopes of Work" tab when editing a question. Here, you can toggle questions on/off for each scope of work and customize default settings, making question management more straightforward.
We're dedicated to enhancing your user experience, and these updates are just the beginning. We invite you to explore this article and watch the accompanying video for more in-depth information on these changes.
Clock Change Requests - Select Employees for Job Clock
We have gotten many requests for changing how Time Clock Change Requests work, formerly A job clock change request would affect everybody on the team. Moving forward employees will be able to select which team members, the job clock change request is for!
Works similar to Job Check In / Out
Approving will only update the Employee the request is for. For more information on Clock Change Requests please see the attached article!
Time Audit Tool
You asked, and we listened. The steps to audit time clocks for technicians used to take a lot of effort and looking between tabs, now we have updated the Employee Clock Monitor in the Employees menu to monitor ALL timeclock information: clock ins/outs, check-ins/outs, breaks, and lunches. Additionally, you can edit all of these from this one page, how cool is that?
On the Employee Daily Timeclocks Page, the Employee Time Monitor has been updated with color coding for overlaps and short breaks, clocks, and job clocks less than 5 minutes.
For more information on the Time Audit tool and Employee Clock Monitor please see the attached article!
Additional Features
Dashboard Improvements
Ticket Management: The Ticket Kanban and Open Tickets widgets now support reply-to-text functionality for leads, quotes, and employees.
Late Grace Period: Under Company > General > General Settings, This new setting allows you to define a grace period for late clock-ins.
You can now 2 way text leads and technicians from the Kanban and Open Tickets widgets. Once the Message Dashboard is moved into a widget, we will add the same functionality.
Payroll and Invoicing
Inova Payroll Integration: Export closed payroll summaries to CSV files. This is the first phase of our upcoming Payroll Integration.
Invoicing Safeguards: To prevent accidental double charges, the 'Create Invoice and Charge Cards' button will now disappear upon clicking, updating you with a status bar at the top of the page.
Invoicing & Job Records: Display Not Invoiced, Invoiced, and Batch Invoice Counts as seen below!
Invoicing & Jobs: Preventing multiple submissions
We noticed some issues with double-clicks and the subsequent double charge of cards. This should no longer be possible as clicking the Create Invoice and Charge Cards Button will cause the button to disappear, send you to the top of the page, and load the below Bars for a status update of what is happening!
Reporting and Analytics
Credit Card Transaction Report: This is now available under Company Menu > Payroll > All Reports, Read more here.
Sales KPIs: Data for 2021 has been successfully released, with special tables for companies operating multiple branches.
Daily Timeclocks: export option for all tabs
The employee Time Clocks page is updated with the ability to Export Data to Excel - Day Clocks, Job Clocks, and Breaks!
Keap: Custom field for Customer Total Revenue and Customer Total Revenue Last 12 Months
System Updates
Keap API: A background job ensures that access/refresh tokens do not expire, eliminating previous issues of disconnection.
Payroll Summary: We have added a new Flag for employees with day clocks that have not clocked out
Quoting: Specify when the Frequency Factor is applied
On the Scope of Work General Tab, specify when the Frequency Factor is applied.
Service Set Details: The 
button has been removed to avoid discrepancies in reports. All functionalities have been integrated into the 
button.
We have removed the pause service button for all users. We ensured that this button was not unique in its ability to perform the actions it was designed for. This button has contributed to unknown "quiet cancelations" creating discrepancies in reports. The 
Button can be used to perform all the same actions that the pause service accomplished. How to use "Modify Service" and more information on this change can be found in this article!
Enhancements
500 Error - Requote Existing Home/Customer through Iframe
Add Ons not showing on the job worksheet
Company: Integration inputs being updated by password managers
Contact Tickets Open Ticket Date Needs to be Converted from UTC to local
Delete Dashboards - Should NOT be able to delete if any employee has that dashboard set to "default dashboard"
Partners were able to delete dashboards that employees had set to default, this caused 500 errors across MaidCentral for those specific employees. This workflow is no longer an option.
Incoming Texts not going into the Default Bucket
Keap: Don't create contact if no valid email address
The New Default Dashboard does not work directly upon login
Setting a default dashboard will now direct you to that dashboard upon logging into MaidCentral
PTO policy - System Reseting policy, then carrying over hours
Upon employee PTO reset the system was Resetting employees 1st then carrying over PTO in some cases creating a loss in PTO hours for technicians. This workflow has been resolved.
Quoting Tool - When editing multiple quotes under the same client - Base Rate Hours = 0 for all scopes
Report: Payroll Summary export should be numbers
Report: Team Mileage update Job Time to be Allowed Hours
We have had multiple requests for "Total Allowed Hours By Team" This update allows partners to now pull a specific date range and get the Total Scheduled Allowed Hours By Team!