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Version 9.9 Update
We have put in a few fixes and improvements into ServiceBox:
1. There was an issue emailing quote with the breakdown, this is now fixed.
2. On the quote email tab, it was easy to miss the notification at the top right that the email was sent so we added a label below the send button that will show the last time the email was sent since the tab was opened. This label will be blank on the initial load of the page but will update each time an email is sent.
3. On the import from QuickBooks Desktop to ServiceBox and the download from ServiceBox to QuickBooks Desktop, we added the synchronization of the customer category in ServiceBox and the customer type in QuickBooks. When exporting from QuickBooks Desktop to ServiceBox, if the customer type in QuickBooks is an exact name match for the customer category in ServiceBox, it will set this value. When synchronizing customers from SerivceBox to QuickBooks, there is now a setting on the Customer/Jobsites tab to have the connector attempt to set the customer type in QuickBooks. If the names match and this checkbox is checked off, it will set the customer type in QuickBooks.
4. There was an issue with the address completion functionality on the RecurringWork screen. This is now fixed and you will see the address selection when typing in address line 1 when adding a customer or jobsite.
5. Drag and drop functionality is now available again in the attachment screen. You can drag files onto the file chooser control and it will automatically add them in. The space to drop the files will turn grey when you drag them over.
6. The new quote print functionality was producing a long unreadable file name. We have fixed this to be a more friendly name.