Technician Shopping List Features
Shopping lists for technicians have been added in both mobile app and web dashboard! đ Know which tools or products to purchase, link jobs to shopping list items, mark as received with a tap, & truck inventory updates automatically when received.
Shopping List (Office Staff / Web)
Access the new "Shopping List" page from the left hand menu
View and manage shopping list items for any technician (techs can do this for their own shopping list from the app if they have permission)
Add items from your product and tool catalogs
Receive & remove items individually or in bulk
Link Jobs to shopping list items in 2 clicks (automatically surfaces "not started" jobs that are scheduled for the technician)
Add a custom note the technician can see in the app (example: "Must purchase these couplers by the case - not individually")
âRestore items if needed from the "Received Items" tab.
View complete activity history for any shopping list on demand (who did what and when)
Shopping List (Technicians / App)
A shopping cart icon now displays in the top right corner on the home screen. A red badge with the number of items needed will display on this icon so techs always know at a glance if something needs to be picked up.
Tapping the shopping cart icon opens the shopping list screen.
Techs can always mark items as received. If they have proper permissions, they can add, edit, remove, & restore items. Any notes added by office staff will also display.
Items are automatically added to truck inventory when received.
New User Permissions
The following new user permissions have been added:
Can View Shopping List
Allows users to view the shopping list for any technician.
Can Manage Shopping List
Allows users to add, edit, remove, receive, restore, & link jobs for shopping list items.
New Technician Permissions
The following new technician permissions have been added:
Can Add Shopping List Items
Allows techs to add items to their own shopping list
Can Edit & Remove Shopping List Items
Allows techs to edit & remove items in their own shopping list
Can Restore Shopping List Items
Allows techs to restore previously received items to the "items needed" category on their own shopping list
Auto-attach Invoice PDFs to Invoice Emails
On the billing tab for any customer page, you can now toggle a setting named "Auto-attach Invoice PDF".
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Toggling this setting to ON will cause all invoice emails to this customer to automatically attach a PDF copy of the invoice to the email.
This works for both manually sent and automatically sent invoice emails and is especially useful for property management companies who prefer to receive invoices in PDF format.
Auto-create QBO Deposits Improvements (Nuvei)
Since Nuvei splits ACH and CC deposits that hit the bank, the auto-create QBO deposit feature now also creates separate deposits with amounts reflecting ACH and CC transactions.
Improvements have been made to settlement report timing to ensure auto-created deposits in QBO exactly match dollar amounts of deposits from Nuvei in your bank account.
API Improvements
A larger variety of data is now returned for one time jobs and route stops detail endpoints.
For /v2/one_time_job_list_details endpoint:
Return "InventoryDetails" data for anything in the inventory tab on the one time job (which products were used, in which quantities, and units)
Return "ScheduleSent" data as "yes / no" or "1 / 0" indicating whether scheduling email for the one time job has been sent or not (we track this on one time jobs already, just need to expose the data).
Return "Instructions" data (any text entered in instructions field on the one time job)
Return "OfficeNotes" data (any text entered in office notes field on the one time job)
Return "JobNotes" data (any text entered in job notes field on the one time job)
Return "CustomerNotes" data (any text entered in customer notes field on one time job)
Return "JobTitle" data (any text entered in Title field on one time job)
For /v2/route_stops_job_list_details endpoint:
Return "InventoryDetails" data for anything in the inventory tab on the route stop (which products were used, in which quantities, and units)
Return "JobNotes" data (any text entered in job notes field on the route stop)
Return "CustomerNotes" data (any text entered in customer notes field on the route stop)