Maintenance and bug fixes

Resolved issue with Mark All button in Tasks workspace

Resolved size and scrolling issue on appointment notes

Maintenance and bug fixes

Improved deep-linking compatibility with iOS 18 Resolved issue with checking out appointments

Improved deep-linking compatibility with iOS 18 Resolved issue with checking out appointments

Improved syncing of equipment to service calls Improved updating of inventory

View Only Locations item availability issue resolved

Maintenance fixes

Maintenance Fixes and Enhancements

The Revision History page now displays revisions made to the new 2310.3 features. Appointments can be submitted without a caption tag on attachments. Issues when deleting or saving a form are resolved. Issues with renamed fields are resolved. Item description updates in Dynamics GP are updated in TechPro and no longer are dropped from item lookups. Items with descriptions over 31 characters no longer cause posting errors.

Fixed issue with unlocking workspaces.

Fixed issues with deleting saved forms.

Fixed issue with submitting an appointment and a caption tag for attachments was required.

Standard, recurring or event driven notifications Map Technician ID and Technician Name fields to a form Ability to display both task descriptions for Tasks Assign follow-up appointments to a skill level Single Sign-On via Azure Delete POs from app Send complete POs prior to checkout Restrict PO lines to non-inventory items only Require purchase order lines at checkout Customer purchase order added to merge fields New Purchase Order Log and Checkout Log updates

Fixes for issues in Forms section of checkout, Inventory Item default info, and other maintenance fixes.

•Report enhancements: Report setup is now in Admin Site. New SSRS Unbilled Time report. Work Order Summary Report for job appointments. •Email enhancements: Jobs use the Form Designer email options to send emails when job is completed. Can attach reports when not emailing customer until final appointment. •FormsPro integration enhancements: Form description shows in the Forms and Checkout workspaces. Can view and copy submitted forms. Failed form submission error and can be resubmitted.

Maintenance Fixes

Maintenance Fixes

• History enhancements on the app: o A new setting to display history for all divisions o A filter has been added to display all divisions on a call or only those you want to view o History is shown for completed appointments • Ability to add a link on a task to a URL with information about the task • Alert icon on workspaces indicate required equipment records and location alerts • FormsPro Integration Enhancements • Maintenance fixes

• Fixed bug for equipment attachments and task attachments

• Option for view-only workspaces if form is required before work begins • Required forms • Require resolution notes • Change field labels in the app • New Start/Stop Clock options • Use location notes as appointment alerts • Customer requirements for recording equipment • Use latitude and longitude coordinates for map locations • Maintenance Fixes

A patch for TechPro 3.6 that eliminates device error emails. These email alert messages were part of TechPro release testing and are not required for our customers.

• Ability to submit forms for new equipment records based on the equipment type • Link buttons added to the General (for appointment lists), Equipment and Parts field designer areas to navigate to common URLs needed by technicians and/or use APIs • Maintenance fixes

• Contactless signatures: Scan a QR code, or send a link to a customer; checkouts prior to receiving signatures can be managed in the Admin Site • System Logs page is more efficient • Reprocess Checkout Log is redesigned • Phone number options for better experience calling from the app • Associate a form to a task and open it directly from the task • FormsPro integration enhancements: Admin Site interface redesign, new form options, additional field mapping for TechPro fields to FormsPro fields