As we continue improving the usability of Service Autopilot,
the focus of this release is primarily updates to correct system issues and
optimization for Email and Automations. Enjoy!
Enhancements
Automations
- In To Do events, you now have the option to show
the To Do on calendars throughout SA, including the Mobile App.
- There is a new “Account Balance” condition that
you can use in Start, Stop, and IF/Else conditions.
- A new “Credit Card was Updated” trigger can now
start an automation when a client’s card on file is updated.
- We now support Invoice Email documents and
replacement fields, including Invoice Grids.
- These invoice replacement fields can now be used
in Automations:
Forms
- We’ve enhanced the “Captcha” security feature
for full and stripped forms to prevent you from receiving incorrect form
submissions such as spam. Be aware that you need to turn on Captcha if you have
not done so already. To get the enhanced Captcha, you need to re-publish your
form from the Full or Stripped Form options.
Marketplace
- Marketplace products are now sorted by date,
with the newest at the top.
- We added support to the Marketplace for Invoice
Email documents and grids.
Two-Way Texting
- If your company is in Canada, you now have
access to Canadian area codes for Two-Way Texting.
Documentation
We've added two new user guides and updated others. Find the user guides at Help > User Guide.
- Dashboard User Guide—this new guide describes all the panels available for the Dashboard within the SA Report Center.
- Team App User Guide—this new guide gives an overview of using the Team app as a streamlined alternative to the Mobile App.
- Chemical Tracking User Guide—this guide has been expanded to walk you through the process of setting up and using the Chemical Tracking feature in SA and the Mobile App.
- Report Center User Guide—updates include three new reports: Sales by Date Sold, Sales by Date Sold Detail, and Custom Package Renewal.
Mobile App
Mileage Report
The Mobile App has a new beta feature,
“Mileage Report,” that shows the mileage driven while a user is logged in.
- Note that the data is based on GPS movement, not starting Drive Time on the Mobile App.
- This option appears if GPS/Location Tracking is enabled for the user.
- You can see mileage data for up to a week.
- The Mileage Report appears only on the Mobile App, not SA desktop.
This feature is still in beta while we work on an issue
with GPS tracking in the background on iOS devices.
Updates to Correct System Issues
Automations
Forms
- We fixed some issues in Form Confirmation and
Internal Emails.
- Previously, some special characters did not work
with Form submissions. This has been fixed.
- We fixed an issue in which Tags on Submit for
Forms were still applied if the check box was unchecked.
Emails
- We’ve fixed an issue with Automations Emails
displaying an “Object reference…” message when a CSR or Sales Person was the
sender, but one was not assigned to the client.
- Previously, on the Automation Edit page, Email
Stats sometimes displayed “infinity” or greater than 100% values. This has been
fixed.
- We fixed an issue with Automations Emails not
automatically adding an opt-out link if one was not specified.
- The “Email Stats” dialog in Automations was
opening off-center on some screens. This has been fixed.
Mobile App
- Sometimes, there
were problems with Print in Advance jobs that were skipped. These might print a
blank invoice with no line items rather than being deleted properly. Print in
Advance jobs now print appropriately.
- When emailing
Estimate documents, the PDF was not being included when the "Include PDF
In Email" option was checked. This has been fixed.
- Snow: the Billing
Depth for snow jobs wasn’t updating in the Invoice Notes on generated invoices.
This has been fixed.
Service Autopilot
CRM
- For Members with a Startup account, there is no
longer an option for “Damage Case” on the CRM menu.
Dispatch Board
- A minor issue was fixed on the Dispatch Board
that allows you to scroll while dragging a job.
Estimates
- Previously, attachments were not appearing on
accepted estimates. This has been fixed.
- We corrected an error on the date that appears
on the signature line for estimates.
Invoices
- We fixed an issue on the client screen that in
some cases caused the un-invoiced amount to appear as a negative number.
- Occasionally, the “+” button would disappear
with certain user rights. This has been fixed.
- We fixed the “Pay Now” link on Invoice Documents—it
now works when emailing an invoice.
- We fixed an issue with the Invoice grid
overflowing into other columns.
Timesheets/Payroll
- We reordered the values in the insight bar to match
the grid.
- You can now specify the first and last name of
the employee in the “Print on Check” field.
- There were some issues with the Wall Clock
showing incorrect times for clock-in. This has been fixed.
- We adjusted the new Lunch and break time settings:
- If
your company pays for lunch time, and an employee logs time for lunch, their
lunch time is included in clocked
time.
- If
your company does not pay for lunch time, and an employee logs time for lunch,
their lunch time is not included in
clocked time.
- We fixed an issue with multiple clock-in and
clock-out times by an employee in one day. The overall time for the day will
now calculate correctly.
- We fixed an issue with budgeted hours not
showing correctly.
- Previously, clocking out at midnight caused a blank
timesheet record to be created for the next day. This has been fixed.
QuickBooks Online
- We fixed various issues with payments not
syncing properly with QBO in some cases.
- We fixed an issue with contract invoices not
syncing properly with QBO in some cases.
- For invoices that had services listing a minimum
amount, an error message was appearing on invoices. This has been fixed.
- Sometimes, the sales tax configuration “Error Code 1” was remaining on Member
accounts. This has been fixed.
