Products and Services Now Have Categories
"Add New +" button now has a menu that includes Category as an option
Create a new category or subcategory in Products
Create up to 3 levels of subcategories
Assign products, services or bundles to any category or subcategory
If an item doesn't have a category selected, it will be placed in "Uncategorized" category by default
Other Products and Services Changes
Chemicals in Settings are now linked to an actual product in products/services section
You can change the default product linked to any chemical
Automatically created route stop invoices will now show each chemical product line item instead of combining all chems into a single line item
Description and quantity will reflect the usage unit and amountService levels now have an option to select which QBO income account they are associated with when they're added to automatically created invoices as line items
Quickbooks Online Sync Changes
Products and Services now sync both ways if you activate the toggle in settings
All products/services in QBO will import from QBO into PB and vice versa. Any change made in either location will update in the other location
QBO will now use the income and/or expense account assigned to the product/service in QBO instead of using one account for everything
Products/services in PB now show which income or expense account is assigned in QBO for quick reference
Creating New Customers/Addresses is Faster and Easier
When creating a new customer or new address for an existing customer, the address will now auto-fill from a Google pick list as you type the address to make it easier and reduce mistakes
Miscellaneous Improvements
Scroll bar at bottom of Scheduling page in "week" view is now twice as thick to activate more easily in order to view the map
When using the "Take Payment" button on an invoice as an office user, you can now edit the amount before processing the payment
Character limits on various fields including office notes, instructions and checklist items have been greatly increased
On one time jobs, system items (backwash, cleaned filter, cleaned salt cell) now get automatically removed from workflows based on selected equipment the same way they do on route stops