Update 98: Custom Work Orders in iFleet, Technician Map View, Search by Email

The first quarterly release of 2017 adds a ton of great new content to Smart Service and iFleet. Educate yourself by reading about everything below!

Edit Email Addresses and Customer Notes in iFleet – A new permission set in Smart Service will enable iFleet users to edit the email address assigned to a job. This will let techs send paperwork to the correct address in the field. This feature also makes it easier for techs to update office records; once an email address is changed and a job finalized, the new info moves back to Smart Service.

Enable permission in Smart Service, and iFleet users can also add new information to the private customer notes field in iFleet. This permission can be enabled on a user-by-user basis, allowing you to decide which techs (if any) have this authority.

Custom Work Orders in iFleet – The default work order built by iFleet works great for most service companies, but those that require more customization can now disable this work order and replace it with a custom form. Enable this option, and iFleet will display the custom form when a technician begins to finalize a job, skipping the default signature and terms screens. (You can enable this option in the Smart Service setup tab. Custom work order preferences can then be set on each individual iFleet device.)

User Information in History Records – History records and history reports include a new Posted By field. This field displays the name of the Smart Service user responsible for posting a job to QuickBooks. This will allow users to consult the appropriate person when they have a question about a completed job.

Search by Email Address – You can now search for a customer’s email address in the Contact Search screen. This makes it much easier to quickly pull up a customer’s records after receiving an email from that customer.

Map View of Technician Schedules – Smart Service users can now view maps depicting a technician’s route for a given day. To do this, click the user’s summary bar, then click the Mapping button on the Smart Pane.

Address Certification on Sub-Records – Certify an address on one job for a customer, and that certification will be applied throughout that customer’s records, updating all their existing and future jobs. (Refer to our update 97 article and video for more information on address certification.)

View Estimates Shortcut – We’ve added a view estimates shortcut to customer records, making customer and prospect records associated with the same customer get along much more nicely. Customer records that contain an associated prospect now have a button in the Locations/Jobs tab to open the Locations/Estimates for that prospect.

Enhanced Service Agreement Mail Merge – When performing a mail merge in our Service Agreement module, Smart Service now includes the customer’s email address, service address, billing address, and equipment information.

Delete Confirmation Prompt – A popup will now ask for confirmation when you attempt to delete correspondence and equipment records. This helps prevent the accidental erasure of important information due to mis-clicks.

Copy Data Update – The Copy Data utility will now include the information included in the Map Code field.

Click to view the complete 10.98 release notes.

Click to update Smart Service.

Posted by: My Service Depot on Tuesday, April 11, 2017