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Version 9.9 Released
On July 10, 2022 we deployed Version 9.9. The following is contained in this version:
- The biggest new functionality in the system is the new Quote Approvals link. You will now be able to send out a link with your quote that will allow your customers to approve a quote online, with a comment and a signature. Once the quote is approved, a to do can be created to follow up and schedule the work. For more information see this link: Helpdesk : ServiceBox (freshdesk.com)
- We have also added new functionality to add 'Service Charges' into your work order. Your techs will be able to enter a configured code into your service charge and you will be able to configure the number of hours that the tech will receive on their timesheet and/or the invoice item and quantity that will get created on a timesheet. This functionality should be used when you want an entry on the labour to result in a different type of invoice item being created (in any of the categories on the workorder) and/or a number of hours to be created and categories. For more information, see this link:User Guide - Advanced - Service Charges : Support Documents (freshdesk.com)
- Attachment tabs have been rewritten and redesigned. When adding an attachment you will now see a tabbed display allowing you to add a file on one tab, dropbox link on another and a new feature to add a url link. This last feature will allow you to add a link to anything that can be reached via a browser as an attachment.
- On Work Order we will now use browser native dropdown controls in mobile with restricted dropdown fields. This is an experimental change that we are hoping will improve the experience and reliability of the custom fields on Work Orders.
- We have re-written the Quote Email settings tab. This re-write will allow us to add more flexibly written custom print templates to your Service Box.