Version 8.9 Release

• New Fixed Improved
• M
  Mike Schudel
• on 14-03-2021

On Sunday March 14th, we will release version 8.9 of ServiceBox. It will include the following items:

New functionality 

1. We added in the ability to restrict users' check ins to one work order at a time. To set this up, go to Setting->Workorders and check off "Restrict check in one workorder at a time". You will then have to set a Restriction Start Date. This will be the date the restriction started so if the user had checked in and not checked out of a work order before this date, they will not get an error.
   
   If this is checked off, the user will not be able to check into a work order if they have not checked out of a previous work order. There will be a message with a link to the work order(s) that they are already checked in on so they can check out.
   
   
2. We added an experimental feature to allow the scheduling of groups from the workorder schedule tab. When activated, you will see a selection of 'User' or 'User Group' in the screen. If you select 'Group', all users in that group will be scheduled to the selected date and time:
   

Enhancements

1. The system will now prevent an invoice from being emailed with a payment link to our portal payments if there is not a payment method set up that is marked as a 'Portal Payment'. This will prevent payment links from causing errors when a customer tries to use it to pay their invoice.
2. The customer import from accounting to ServiceBox will now be asynchronous. This should improve the performance of that import.
3. Previously on the invoice list, scroll position was not maintained when deleting an invoice or returning to the screen after exiting an invoice. The scroll position will now be maintained.

Bug Fixes

1. There was an issue setting a payment type to be portal payment if it wasn't already marked as a 'keyed card'. The system will now allow editing a payment to be only a portal payment and not a keyed card.
2. Several screens had issues with the red line indicator on tabs, which indicates data is present. We have refactored these indicators to be more reliable.
3. Expenses were not deletable from a workorder. This is now fixed.
4. The 'Select Files' button to select attachments or files was sometimes difficult to click. This is now fixed.
5. There was a bug that caused work orders to be removed from the recent item list at the left. This is now fixed.