What's New
AI-Powered Customer Communication Summary
We're excited to introduce our new AI Customer Communication Summary feature! This powerful tool helps you quickly understand your customer's history, concerns, and resolutions without manually reviewing every email and log entry.
Key Benefits:
- Save Time: Get instant summaries of customer communications, including emails, service request logs, and notes
- Better Context: Understand customer relationships at a glance with comprehensive summaries that include reference links back to original communications
This feature is available by default for Enterprise plan customers and can be enabled in your account settings. Summaries intelligently prioritize recent communications while still including important historical context.
Improvements and Bug Fixes
Past Due Invoice Filtering
Invoice aging reports now accurately categorize and display invoices in the 61-90 day past due range. You can easily filter and view invoices in this category, and the filter selection stays consistent as you navigate through your invoice lists.
Invoice Batch Loading
Invoice batch pages now load smoothly and reliably, even when working with large batches containing many invoices. You can view and manage all your invoice batches without interruption, making it easier to process large volumes of invoices efficiently.
Service Manager Default
When creating service requests from the mobile app, the Service Manager field now automatically defaults to the location's assigned service manager, just like it does on the desktop version. This saves you time by eliminating the need to manually select the correct service manager for each ticket.
Print Schedule Improvements
Zone and postal code information now appears on printed calendar schedules, making it easier to see location details when printing schedules for field technicians. This information helps technicians quickly identify service locations and plan their routes more efficiently.
Proximity Search
Both linear distance and driving proximity search options now work correctly when scheduling assignments. You can find the closest service locations using either straight-line distance or actual driving time, giving you accurate results to help optimize your scheduling and routing decisions.
Service Request Management
Work Orders now open smoothly from the service request list whether you single-click or double-click on a row. This provides a more consistent and reliable navigation experience when accessing your work orders.
Search Improvements
Search functionality has been enhanced for better performance and reliability. Searching for service request IDs and other numeric identifiers is now faster and more efficient, making it quicker to find the information you need.
Minor Fixes, Improvements and Enhancements
This release includes various bug fixes, error handling improvements, and security enhancements to improve overall system stability and reliability. These updates address minor issues throughout the application and strengthen the system's error handling capabilities.