Back
Version 9.3 Release September 5, 2021
We are releasing Version 9.3 on September 5, 2021. This release will include the following:
1. If you have 'Quote by Dollar Amount' activated, a bug with the accounting integrations has been fixed. Invoices should come down properly.
2. We have re-written the Work Notes tab on the WorkOrder screen to improve performance.
3. We have added an External Intake Form into our app. This will allow you to embed a form in your website for a customer to submit a request. The customer will be created in ServiceBox and a ToDo added with the request they have submitted. To set it up you can go to Settings->Customer->Portal Intake Form. From there you can specify how to create the Customer and Todo, customize the styling on the form, what message should be displayed after the user has submitted the form and the parameters for the email that gets sent out after submission. Also on this screen is the html to use to embed the form in your website.
4. We now can import timesheet data into QuickBooks Online. When a timesheet is submitted, the data will be transferred to QuickBooks for employees that are linked in the settings. A limitation of the SDK provided by QuickBooks online means we will not be able to set the payroll type for the time data. We will update the integration to do this as soon as this limitation is removed.