Release Notes | March 2019

Published on March 22, 2019

As we continue improving the look and usability of Service Autopilot, the focus of this release is primarily bug fixes and optimization for Email and Automations. Enjoy!



  • In To Do events, you now have the option to show the To Do on calendars throughout SA, including the Mobile App.
  • There is a new “Account Balance” condition that you can use in Start, Stop, and IF/Else conditions.
  • A new “Credit Card was Updated” trigger can now start an automation when a client’s card on file is updated.
  • Invoice email documents can now be selected in Email or Form Email events.
  • These invoice replacement fields can now be used in Automations:
    • Invoice Terms
    • Invoice Sales Tax
    • Invoice Payment Method
    • Invoice Subtotal
    • Invoice Pay Now
    • Invoice Pay Now URL


  • We’ve enhanced the “Captcha” security feature for full and stripped forms to prevent you from receiving incorrect form submissions such as spam. Be aware that you need to turn on Captcha if you have not done so already. To get the enhanced Captcha, you need to re-publish your form from the Full or Stripped Form options.

Two-Way Texting

  • If your company is in Canada, you now have access to Canadian area codes for Two-Way Texting.


User guides are available at Help > User Guide.

  • Dashboard User Guide—this new guide describes all the panels available for the Dashboard within the SA Report Center.
  • Chemical Tracking User Guide—this guide has been expanded to walk you through the process of setting up and using the Chemical Tracking feature in SA and the Mobile App.
  • Report Center User Guide—has minor updates.

Bug Fixes



  • We fixed some bugs in Form Confirmation and Internal Emails.
  • Previously, some special characters did not work with Form submissions. This has been fixed.
  • We fixed a bug in which Tags on Submit for Forms were still applied if the check box was unchecked and previous tags were specified.


  • We’ve fixed a bug with Automations Emails displaying an “Object reference…” message when a CSR or Sales Person was the sender, but one was not found.
  • Previously, on the Automation Edit page, Email Stats sometimes displayed “infinity” or greater than 100% values. This has been fixed.

Service Autopilot


  • For Members with a Startup account, there is no longer an option for “Damage Case” on the CRM menu.

Dispatch Board

  • A minor issue was fixed on the Dispatch Board that allows you to scroll while dragging a job.


  • Previously, attachments were not appearing on accepted estimates. This has been fixed.
  • We corrected an error on the date that appears on the signature line for estimates.


  • We fixed an issue on the client screen that in some cases caused the uninvoiced amount to appear as a negative number.
  • Occasionally, the “+” button would disappear with certain user rights. This has been fixed.
  • We fixed the “Pay Now” link—it now works when emailing an invoice.
  • We fixed an issue with the Invoice grid overflowing into other columns.


  • We reordered the values in the insight bar to match the grid.
  • You can now specify the first and last name of the employee in the “Print on Check” field.
  • There were some issues with the Wall Clock showing incorrect times for clock-in. This has been fixed.
  • We adjusted the new Lunch and break time settings:
    • If your company pays for lunch time, and an employee logs time for lunch, their lunch time is included in clocked time.
    • If your company does not pay for lunch time, and an employee logs time for lunch, their lunch time is not included in clocked time.
  • We fixed an issue with multiple clock-in and clock-out times by an employee in one day. The overall time for the day will now reflect the first clock-in time and the last clock-out time.
  • We fixed an issue with budgeted hours not showing correctly.
  • Previously, clocking out at midnight caused a blank timesheet record to be created for the next day. This has been fixed.

QuickBooks Online

  • We fixed various issues with payments not syncing properly with QBO in some cases.
  • We fixed an issue with contract invoices not syncing properly with QBO in some cases.
  • For invoices that had services listing a minimum amount, an error message was appearing on invoices. This has been fixed.
  • Sometimes, the sales tax configuration “Error Code 1” was remaining on Member accounts. This has been fixed.


Leave a Reply

linkedin facebook pinterest youtube rss twitter instagram facebook-blank rss-blank linkedin-blank pinterest youtube twitter instagram