This release integrates our new credit card processor, Clearent, into
Service Autopilot. It also unveils our new and improved Multi-Day Job functionality.
Read on for more updates in this release.
Meet SA Payments
With this release, we’re announcing SA Payments, powered by
Clearent, our new payment processor. Clearent offers the advantage that your
money is available on the next business day with next-day funding.
What’s New with Multi-Day Jobs
If you’ve used Multi-Day scheduling before, we think you’ll
be pleased with these improvements.
Multi-Day Jobs will be automatically scheduled
based on the maximum hours per day, the number of people on the job, and the
budgeted hours for the job. To change the number of days, you would need to
change one of these variables. You are no longer able to manipulate the number
of days on a job.
You now can see the revenue earned each day
based on the time worked on that day. This helps you make sure that you are
making enough money daily to complete the project on-budget.
You’ll be able to see both your daily time
variance and running time variance, which helps you compare daily progress to
your original plan.
Here is a video to tell you more about the changes to
Multi-Day Jobs in SA:
Click here for written
instructions on using Multi-Day functionality. You also can find this
information at HELP > Knowledge Base.
In addition to updating various calculations throughout the
Multi-Day feature, we’ve made the following changes:
When you create a new master job, the Days field is no longer editable. You must change the Team Size and Budgeted
Hours fields to get the number of days to calculate.
After you save a Multi-Day job, it goes into
“processing” status and equally distributes the Budgeted Hours, Actual hours,
and the Amount among the days in the job.
The progress indicator for Multi-Day jobs has
changed. If jobs are still processing, a spinning indicator lets you know that fields
are being updated.
A Multi-Day job runs on demand, so it usually
processes almost instantly.
The Dispatch Board now refreshes only the Multi-Day
jobs that are processing.
We’ve added a “Variance” column on the Dispatch
Board and updated the calculation for this column.
Daily Amount and Remaining Hours were removed from the Multi-Day screen. These fields are no longer
available in the custom column options, grid, or custom sort.
Daily Amount and Remaining Hours were
also removed from the Export options on the Dispatch Board.
On the Job Details screen, Number of
Days in the left panel has been replaced by a Multi-Day panel on the
right side above the Total panel. The Multi-Day panel contains
the number of days and the remaining budgeted hours.
Read on for more improvements that we’ve been working on for
New and Improved Knowledge Base
Did you notice that the SA Knowledge Base has been
updated throughout? We’ve been revising, organizing, and grooming the articles,
including adding links to all user guides. Enjoy! Go to HELP > Knowledge Base.
New and Updated User Guides
Check out these user guides at HELP > User Guide.
Estimates User Guide – New!
Automations Triggers & Conditions User
Guide – Update
Field Users Guide - Update
Service Autopilot Glossary – Update
We’ve been changing the look and feel of SA as we convert it
to the new V3 style. With this release, we made a few changes to the Dispatch
Board, to help you get used to the new interface.
We removed the red/green color from the “Variance”
We removed the pencil icon for editing a
job. Now, just click the account name or service to edit it.
On the Job Details screen, the High
Priority, Low Priority, and Normal Priority radio buttons were replaced
with a dropdown list with the same options. All priorities you set previously should
carry over and work the same.
When there are multiple assignments, a check box
for Split Assignment appears next to the High Priority dropdown
We hope you’ll bear with us as we
roll out changes like this to improve the simplicity and elegance of Service
Known Issue: Printing from Chrome
Google Chrome recently did an update that removed the
ability to print documents from a tab in your browser. You may have noticed
that nothing happens when you try to print Route Sheets and Invoices while in
Chrome. Here are two workarounds.
You can switch to the Firefox browser, which lets you
print these from the browser.
You can also print the Route Sheets or Invoices by first downloading
them as a PDF, and then printing from the PDF.
To print Route Sheets
Instead of clicking Print on the Route
Sheet screen, select the option Export to the selected format
In the dropdown list, select Acrobat (PDF)
Sheets will be downloaded as a PDF file.
To print Invoices
Instead of clicking Print on the Print
Invoice screen, select the option to Export to the selected format
From the dropdown list, select Acrobat (PDF)
Invoice will be downloaded as a PDF file.
Updates to Correct System Issues
In some cases, pre-payments were not firing the “Invoice
was Paid” trigger in Automations. This has been fixed.
When an incomplete invoice was manually
completed, it was not activating the “Invoice was Created” trigger in
Automations. This has been fixed.
Previously, if a job’s status changed from
“Completed” to “Pending” or any other status, the job was still listed on the Job
Costing report. These jobs no longer appear on the report.
We fixed an issue with the global search bar
sometimes returning incorrect data that was sometimes not properly sorting.
Previously, the "pay invoice link" was
opening the incorrect payment screen. This has been fixed.
In some cases, the message counter in the
Message Center showed the wrong value. This has been corrected.
SA Mobile App
jobs would display as To Do’s in the SA Mobile App. This has been fixed.
The SA Mobile App now supports Clearent credit
In the Client View on the Timeline, you’ll now
see a message indicating when data is loading.
Previously, you might have seen a trashcan icon appear
mistakenly on the Dispatch Board under the Status icon. This has been fixed.
The Email and Print flags to and from QBO were
not always connected properly. These are now connected.
In some cases, QBO was deleting the Client
Source that should appear on the Client Edit screen. This has been fixed.
We fixed various issues that were causing QBO
sync errors across the system.