- Data Importer
- You can find this feature from the Admin Tab.
- We’ve added the ability to bulk at Locations, Equipment or Users to the software using a CSV.
- This will allow quicker set up of a new account and remove some of the monotony of the individual add process.
- Service Request Updates
- New SR view
- We added a visual status tracker of where a service request is in the lifecycle.
- The sidebar is updated and organized so that like fields are grouped and separated.
- Updated Add Equipment Modal
- The Equipment Add modal has been slightly reordered and some new fields have been added including Equipment Name, Purchase Date, Notes.
- COA/CLA can now select from the list of possible providers for their equipment.
- We’re moving towards a fully autonomous state where users can set up and select different service providers to switch and “shop” different service providers for their equipment.
- Added Invoice Number to the Invoice Upload Flow for reference.
- New SR view
- New Categories
- To support new industries and expanded use cases we’ve added a variety of categories.
- Saved Views added to Locations, Contracts and Organizations
- Dash Approval
- We’ve removed some things from the dashboard and created a new module that will track what is pending approval for managers.
- This will give a snapshot to Admins of what is waiting on them so they can act without having to be told.
- Provider Updates
- Providers can Update SR status to completed.
- Providers can upload invoices.
- Instead of emailing them, service providers could now upload invoices to Equips in bulk.
- Crowdsourcing ratings on provider service events
- After completed service events, users will be invited to rate recent service providers. They can give a star rating
- Internal Updates
- Change Provider on Open SR
- Now open SRs can be dispatched again to a different provider which will cancel the original request with the previous provider and send out a request to the new one.
- Change Provider on Open SR