What’s New
- Minimum Billing hours: Bill your clients for Minimum Hours, overriding actual hours spent on the job
- More control on filters: Achieve better search suggestions as you type and more control on numeric filters
- Import Work order details into invoice: No need to search at different places for details on the work done. Import details in one click.
- Make description in Payables Invoice mandatory: Now we can enforce vendor to add details on work performed during invoicing.
- Redesigned initial steps for Scheduled Services: The first step of creating a scheduled service has been revamped. Users can now easily select the client and site through an intuitive wizard interface, simplifying the setup process.
Minimum Billing hours:
- Minimum hours charged by you can vary for a given client, trade and/or service
- Minimum Billable Hours are charged per trip
- These hours are automatically fetched from the setup, during trip creation
- User can choose to edit/remove the minimum hours charged anytime before invoicing
- Minimum hours are charged for billing method - "Time & Material" and "Equipment Task T&M"
Rates & Assignee
Add/Edit Minimum Billing Hours
Configure client specific minimum hours
Add/Edit Minimum hours on Trip creation
View Trip details in Minimum hours billing
Enhancing your control on filter:
⚬ We have improved your experience with filters so that you have better control on final results
Import Work order details into invoice:
⚬ While creating an invoice or editing an existing invoice, you can now import Work order details on click of a button.
Details includes:
- Vendor invoice description
- Services performed on that work order
- Service date and time i.e. 1st check-in for that work order
- Work order description (this includes service request description, if any)
Make description in Payables Invoice mandatory:
- For quick approval of payables invoices, we have introduced a setting to make invoice description mandatory. This will enforce vendors to enter summary of work performed.
- A new company setting is introduced - Vendor > Invoices > Set Invoice Description as Mandatory (new parameter)
- If this is turned ON, then the entering description becomes mandatory on the Payables Invoice.
- If this is turned OFF, then the entering description becomes optional on the Payables Invoice.
- This setting is set as OFF by default
Redesigned initial steps for Scheduled Services:
- Redesigned and Reduced the number of steps for creating Scheduled Services
- Scheduled Services can be created by Quick Add action from top navigation three dot menu
