TCR Main 2.9 standard changes (Released on April 2021)

New features and Improvements

1. Custom Ticket types have been added to the Tickets

New ticket types that mimic any of the existing ticket types can be added by our developers, whereas customers can’t do it on their end.

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2. ‘Security Roles’ has been added under Settings

 An administrator can copy any standard role and make any changes as per the requirements and also can customize any standard role.

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3. Able to create a ‘New Price List’ from the job screen

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4. We have added an ability to add a prefix to customers and Jobs. For instance, we have added an Auto increment with a prefix ‘CUST’ to the customers shown below. It can be done by our developers, whereas customers can’t do it on their end.

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5. Ability to hide or rename invoice formats

We can now hide or rename invoice formats by our developers, whereas customers can’t do it on their end.

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6. Able to change the complete return ticket to a partial return ticket if there is any item that is lost at the site.

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7. Able to get the ‘default estimated start and end times’ from ticket to new labor

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8. Audit history has been added to the price list’s item

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9. Ticket type has been added to the scheduled tickets

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10. ‘On-hold’ customers are allowed to add only return tickets

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11. ‘Service Area Zone’ has been added to the schedule tickets from the job’s screen

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12. Suggested Items

In order for the suggested items to show up under ticket items, we need to add them under Line items->Settings as shown below

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When you add an item with suggested items, it should prompt the list of those items under ticket items.

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We can also access suggested items from Items->Manage Items screen.

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13. Added additional description on the line item’s screen

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14. Inventory tab has been added to the line item’s screen, which helps us to store inventory quantity

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15. ‘Lost Item Rate’ has been added to the line item screen to calculate the item value if it’s lost at the site.

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16. Able to email voided invoices via Invoice List

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17. Search filters have been added under Activities

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18. An alert message says ‘Please add atleast one item to print proof’ has been added to ‘Credit Full Invoice’ screen when you click on 'Invoice Credit/Debit' button

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19. Zone Code’s limit has been increased from 5 to 10

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20. 'Branch Quantity' field has been added under line items->Inventory tab.

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Bug Fixes

1. Driver notes characters length has been increased on the mobile app

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2. ‘Customer Name’ field has been modified on the customer’s screen to fit in the text box when the name is long

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3. ‘Save and Close’ closes the warning message when we find an existing job with similar name

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4. Able to display all employees under ‘Employee’ dropdown on the ‘Users’ screen along with the drivers

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5. Progress bar has been added to print tickets

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