The newest addition to internally managed work order assignment. The Dispatch board will allow customers to easily assign and reassign work orders to their internal technicians and internally managed service provider teams.

Click here for more details!

Enhanced the SP directory to return more relevant search results for service provider directory searches.

Enhanced the dropdown filter functionality within our modules' list views to improve user experience and ensure consistent filtering behavior

Our new and improved Reports module has officially launched. showcasing the following new Reporting Dashboards:

Click Here for more info!

An email notification will now be sent out after a Work Order is completed to the Customer who created a Work Order to request service provider feedback.

The feedback tab is now accessible to Customer Users with access to the Work Order. If feedback is not submitted, Users can see who needs to submit it on the tab. Once feedback is submitted, Users can view the response.

Invoice Approval History will accurately reflect changes made when an approver does not approve or reject in the allotted time period.

We have added a Deselect All option to Location Assignment.

Customer Users will now be required to add a comment when un-assigning a Work Order by a General Setting configured on the customer profile.

We have updated Preventive Maintenance fields in the system to ensure they display the accurate dates across all pages in the PM module, enhancing the reliability of maintenance schedules and reports for all users

Issue resolved that was causing work orders marked as "internally managed" to lose status update abilities after being reassigned to another Service Provider

Customer users can now manage WO statuses for internal tech WOs using the Enforcement ON/OFF toggle without needing to impersonate the SP.

Dispatch Users will now find that the module is more user-friendly with a better sort of the Work Order items, adjustable columns, and advanced filters.

Dispatch users will be able to filter by Assigned User.

Customer Users can now monitor all changes to the Asset-Trade-Problem tab using the activity button.

Customer Users will now see all changes to General Asset Details in the activity tab of the General asset.

The Failure type field is now optional on non-maintenance Invoices with Inventory Allocated.

Users will be notified when a New Inventory item is added.

Users will be notified when a New Inventory Stock is Transferred or Adjusted.

Customers will now see a new module under Configuration labeled “Accounting”, with a view of all their Accounting Exports.

Customers can toggle On/Off under General Configurations to access this feature.

When Customers toggle this feature ON, Service Providers will be able to see action buttons on their work orders to check-in and check-out between WO Status Accepted to Completed.

Customers will now see an updated version of filtering with chips on all our modules!

Customers with Internal Service providers will find that the placement of the Company dropdown in Users module is adjusted to show as a filter.

SSO logic was updated to prevent Users from being created without the company’s approval.

Service Providers setting up trades and regions will notice that choosing a county as the region they provide their services to will update to the state that the county is in, rather than the county

Customer Users can now access our interactive Decision Making tool for all their Managed Assets in the details view of Work Orders, Proposals and Managed Assets.

Dispatch Users can now filter Work Orders by Org Structure.

Customer Users now have the ability to manage their Work Order automation to dictate what should happen to their work orders after they are rejected by the service provider or not approved within the allotted time.

A unique email notification will be sent out to customers when their Work Orders move to unassigned status

Customers can now add more than one concept on general assets

Customer Users can now view all changes in Job Titles, Trades, and Problems in their respective Activity Tabs.

Customer Users can Approve and Reject proposals from the Customer list view

The SP Directory will now provide more accurate search results by ranking the SP based on the most work orders completed in the region selected

Inventory Users will now see that the Assigned to User field has a view button to display the Users information in the List View

Customer Users will have the option to include comments in the Work Order Print

Customers can filter by the Org Hierarchy dropdown list on the Locations View

Service Providers will find that the “See All Locations” toggle under job titles is working accurately

Resolved issue causing Preventative Maintenance (PM) work orders to be launched out of schedule when Customers created future start dates

Resolved issue preventing Customer Users from deleting PM Locations

Resolved issue causing Preventative Maintenance (PM) work orders to be created out of their scheduled times

Resolved issue causing Preventative Maintenance (PM) Work Orders to incorrectly moving to unassigned status

Fixed an issue preventing customers from being able to search for assets by the serial number when it’s all numeric characters

Fixed an issue preventing customers from being able to create a service request from the general assets tab without selecting the Location

Resolved two issues in Asset-Problem-Troubleshooting where the problems displayed incorrectly and not User was unable to change Asset Group

Fixed a bug where the Notification Email Templates were not being displayed

Fixed a bug where Work Order Email Notifications were missing certain data fields

Fixed a bug where Inactive Users were receiving email notifications

Fixed a bug where Location Name was missing in L1 Emergency Email Notifications

Fixed a bug where the “Display Job Title in Direct Comments” was showing the wrong value in Job Titles

Fixed a bug where Customer Users could not edit location assignment of internal tech users from the Customer Account

Customers can now filter by Org Structure on the Dispatch Module.

Address details have now been added to storage locations with vehicle and warehouse types

The Allocated Inventory component on Work Order and Invoice details will display the Inventory Item Name

Users can now allow stock to be transferred to an unlinked storage location

Customers can approve and Reject an Invoice in the List View

Customer Admins can now update User’s emails when editing User’s Details

Customers can now export on the Location Assignment tab in User Details

Customers can now configure the Approval Workflow to make all job titles in the workflow approve the invoice/proposal regardless of their limit

Customers can now configure how they want their work orders to flow in the Work Order Automation workflow

Customers can now filter based on the Assigned User of the Location in the Trade Assignment by Service Provider Module

Activity History in Work Orders, Invoices and Proposals will now display relevant information and clear actions

Customers can now track the Activity on Approval Workflows

Customers can now track the Activity on the Regions, Districts and Region-Districts Tabs

Customer Users can now sort multiple troubleshooting tips based on Asset Group and Problem

Activity History in Work Orders, Invoices and Proposals will now display relevant information and clear actions

Service Providers can Bulk Accept or Reject pending Work Orders

Internal Service Providers can create stand-alone proposals on the Proposal module

We have released the first iteration of our Dispatch Module. This module allows for customers to perform the reassign and assign tech actions from the customer account. Reach out to your CSM for more information on this module.

Customer Admins can now add Internal Techs Users by selecting a company value on the add user form - Click HERE to see how!

Customer admins with Internal Techs can now view and manage notifications and permission settings for those users on the customer side - Click HERE to see how!

Customer users with work order edit roles will now be able to add a comment on multiple work orders through the bulk work order edit feature. - Click HERE to see how!

Bulk Work Order edit now allows customer users to add a comment AND update Category, NTE, and Flags. - Click HERE to see how!

Customer Users with trade assignment access will now be able to view all activity on the Trade Assignments tab by selecting the Activity Button at the top right of the page

Users can now export the records in the Asset-Trade-Problem tab

Service Provider Users can now toggle on/off to be included in Direct Comments for each Job Title. Click HERE to see how!

Inventory Component will now show Inventory Item Name.

Fixed a Notification issue where PM notifications was displaying a specific asset name and not “Multiple Assets”.

Updating or Removing a Category on a Work Order will reset the Approval Workflow for Invoices/ Proposals.

Current ETA is now being calculated correctly and displayed on all Work Orders.

Fixed an issue causing the wrong Document Type to be displayed in the Proposal Attachments

Resolved issue where Billing Address was empty after checking “Use Same for Billing Address” box in the SP Sign Up

Fixed a Notification issue where PM notifications was displaying a specific asset name and not “Multiple Assets”

Customers and Service Providers now can allocate multiple stock to a Work order

Users under job title "Ecotrak Internal Technician" can allocate stock when submitting an Invoice.

Customer Users can add stock to an existing part while allocating Inventory to a Work Order

Customers can now Bulk Edit Flags on the Invoice and Proposal modules

Customers will now have be able to filter by Org Structure when editing Trade Assignment by Service Provider

Customers and SPs will be able to view attachments from the Proposals Module List View

Enhanced the UI view to remove stretched attachments

Activity after a WO is reassigned will now display the SP Company Name

Resolved issue causing the estimated replacement date and warranty start date to not update after selecting and saving manufacturing date on an Asset.

Resolved issue causing asset profile photo to not match the photo in Proposals.

Fixed a bug where PM work orders were not assigned to the correct Service Providers.

Resending SP invitation will now resend the invitation expiration as well.

Customers and Service Providers can now view the “On-Site Time” on their Work Orders and Invoices.

Customers can now choose to toggle off or on the following settings:

Inventory Users can transfer all stock within an inventory item to a different location

Users can allocate stock to a Work Order

Users can assign storage locations to active users in the company

Users will be able to print all the WO Details in a single page in Portrait Mode

Customer Users will now be able to toggle between seeing all work orders, invoices, and proposals assigned to their company, and the work orders, invoices, and proposals that are specifically related to the user's location assignment

The User Interface for Bulk Edit on Work Orders has been updated

Customer Users can apply flag changes on Bulk Edit for Work Orders

Customer Users will have the option to choose whether they want to send email notifications for changes made on Work Orders

Service Providers will see a new chip type labeled “Partial” when viewing the SP Required Documents field in the Customer Details

Users can now search PM Locations by Assigned SPs

Customers and Service Providers can now view the “On-Site Time” on their Work Orders and Invoices.

Users will be able to print all the WO Details in a single page in Portrait Mode

Service Providers will see a new chip type labeled “Partial” when viewing the SP Required Documents field in the Customer Details