TCR Main 2.9.01 (Released on August 2021)

New features and Improvements

1. 'Bulk Deletion Capability' has been added to 'Manage Items' grid for both Tickets and Quotes. Go to Tickets -> Items -> Manage Items.

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Go to Quotes -> Items -> Managed Items

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2. Added 'Settings' for 'Schedule Tickets', which helps you to add more details to the ticket's schedule.mceclip1.png

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Ticket address can be copied over from the ticket's screen only when you fill in the below details by unchecking 'Use Job Location' toggle.

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3. Added 'Ticket Labor Default Status' settings under Company screen, which will default the ticket labor status as per the company setting and then you can activate the labor from Labor->Ticket Labor grid, 'Schedule Drivers' and 'Ticket->Ticket Labor screen'

For instance, let's select 'pending' at company screen and then it will default the ticket ->labor ->add new labor status to 'pending'. And then you can activate them from Labor->Ticket Labor grid, 'Schedule Drivers' and 'Ticket->Ticket Labor screen'

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You can activate labor from Labor ->Ticket Labor Grid

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You can activate labor from 'Schedule Drivers' under home screen

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You can activate labor from Ticket->Ticket Labor screen

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4. Added 'Pending' status to the Job's drop-down on the 'Map' under home screen

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5. Misc Time by Driver(Rounded) report has been added under Reports -> Labor

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6. 'Invoices paid vs unpaid' report has been added under Reports -> Invoicing, which gives you the balance of unpaid invoices for a particular customer, date range, etc.

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7. Able to modify 'Billable Time' under Ticket ->Labor by checking 'Billable Time' toggle under Company settings.

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8. 'Rate Type' column has been added to 'Equipment On site by Job - Item Details' report under Reports.

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9. 'Branch' filter has been added to 'Current Location of Tracked Item report' under Reports.

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10. Rate Type field is disabled and defaulted to 'Daily' for return tickets when you add a new item.

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11. Added an ability to 'Inactive' line items for a specific price list.

Go to Settings -> Price Lists ->Price List Itemsmceclip0.png

12. 'Skill Level' and 'Expiration Date' fields have been added to 'Job Skill' under Settings.

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13. We are now showing labels for jobs on Customer Sub Gridmceclip2.png

14. We are now allowing only numeric characters for 'Ticket Labor Minimum' field under job and customers screens

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15. Added warning message says 'Changes will be made to All Jobs with that Price List. Do you want to proceed' when you try to change the prices and also added 'Audit History' for Manage Price List. Settings ->Price List ->Items ->Manager Price Listmceclip11.png

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16. 'Estimated Completion Date' on the Quote screen can be calculated based on the 'Estimated Start Date' and 'Estimated number of Rental Days' fields. For instance, when you give 07/01/2021 as a start date and 10 days as 'number of rental days' and then the system will automatically calculates the estimated end date as 7/10/2021.

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16. We have added 'Print On Invoice', 'Print On Ticket' and 'No Charge' fields to the price list's item.

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17. You can now allow only registered mobile devices to access TCR Mobile APP

We need to check 'Limit Mobile Devices' toggle under Settings -> Company Screen ->Mobile App Settings. And then go to Settings -> Mobile Access Settings and register your mobile details.

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And then go to Settings -> Mobile Access Settings and register your mobile details.

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18. Added an ability to select specific date range while copying tickets

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19. We have added 'Paid' toggle on the invoice screen. We can also mark invoice as paid from the invoice list grid. 'Invoices Paid' report has been added under reports.mceclip5.png

We can also mark invoice as paid from the invoice list grid.

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'Invoices Paid' report has been added under reports.

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20. 'Ticket Acknowledgement Confirmation' feature has been added to avoid missing acknowledgement issues. It sends the acknowledgement confirmation from the driver(APP) to TCR Main.

Go to Settings ->Company ->Mobile App Settings ->check 'Enable Mobile Ticket Acknowledgement' toggle. You can see 'Acknowledgement' button on Ticket in the Mobile APP.

And then you can see the confirmation on the Ticket->Labor ->Record Info.

You can also see the acknowledgement confirmation from 'Schedule Drivers' screen.

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Go to Mobile app, where you can see 'Acknowledgement' button on the Tickets list. Click on that button.

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And then you can see the confirmation on the Ticket->Labor ->Record Info.

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You can also see the acknowledgement confirmation from 'Schedule Tickets' screen.

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Bug Fixes

1. Print Quote: 'Days' Column for 'Sale/One Time Charges' has been updated to print 'N/A' instead of '1 Day' to avoid any confusion when the item is lump sum, monthly, etc. ( earlier it shows as 1 Day)

2. Inactive/Disabled users no longer allowed to reset their passwords

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3. We are now showing only 'Active Chart of Accounts' when you try to add a new  branch under settings. Go to Settings ->Branches ->Add new branch ->Account Receivables look up page.

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4. Updated 'Invoice List' grid: We are now displaying reduced invoice total by the retainage in the Invoice List grid.

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5. Updated 'Include Tickets' text to 'Include Tickets in Emailed Invoices' under Settings-> Company -> Invoice Settings.

mceclip1.png6. Added relevant error message while changing the passwordmceclip2.png

7. We no longer allow changing Delivery ticket types to Return ticket types

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8. Closing button issue has been resolved for show audit history button under line itemmceclip0.png

9. We no longer check for required fields when voiding a ticket.mceclip1.png

10. Changed the color for 'Attach a File' field under Prospects ->Attachmentsmceclip2.png

11. 'TCP File' attachment field issue should be resolved

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12. 'Utilization%' column issue should be resolved under Equipment Utilization Report.mceclip4.png

13. We no longer allow adding inactive under 'signs' tab

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14. Open labor, Delete labor, Activate buttons and list of drivers are now properly aligned under schedule drivers.

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15. Able to change the description when you change the 'ItemID'mceclip7.png

16. 'Related to type' is set to nothing by default when you try to add a new phone call under Activities

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17. 'Void Invoice' warning message has been updated to 'Invoice ID is required to process your request' when you click on Void Invoice button without selecting any invoice#mceclip15.png

18. 'Non exported invoices' tax issue should be resolvedmceclip16.png

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