This major app release is the foundation for unlocking many features used by companies of ALL sizes. Technicians can now access a lot more details, photos and history directly within the native app with a deep set of permission controls (and many more features/controls coming soon!).
New Customer Details Screen In App
"Customer History" option now exists on all Route Stops/Jobs assigned to the technician (techs can jump to this new screen in one tap)
View customer name, status, notes, contact info, properties, bodies of water, equipment, gate code, access info, dog info, service level, type, gallons and more
Edit Equipment Without Completing a Route Stop or Job
Techs can now view ALL equipment via customer details screen
Techs can now edit ALL equipment via customer details screen
Equipment viewing/editing on Route Stops/Jobs has not changed
(we'll be updating this in the next app release to be even more powerful)
Edit Gate Code, Access Info and Dog Info From App
Gate code, access info and dog info can now be accessed from customer details screen and can still be viewed on a Route Stop / Job
(icons display blue or gray depending on if data has been entered and tech can tap the icon to see more)
Techs can now edit gate code, access info and dog info in app if they have permission
View All Route Stop & Job History In App
View Route Stop/Job history list in "Jobs" section
View all Route Stop details including tech, time, photos, notes, readings, chems added & more
View all One Time Job details including tech, time, photos, notes, products & services, workflow, readings, chems added & more
Easily jump between Route Stops & Jobs using the timeline bar at top of screen
(getting details & context on past work has never been simpler)
View All Quote History In App
View Quote history list for any customer/property in "QUOTES" section
(techs can still access/edit their own quotes from the "My Quotes" screen)
View all Quote details including status, title, body of water, line item info, attached photos & PDFs, labels, notes, amounts & more
View All Invoice History In App
View Invoice history list for any customer/property in "INVOICES" section
View all Invoice details including status, service address, service dates, due date, line item info, notes, discounts, amounts & more
View All Payment History In App
View payment history list for any customer/property in "PAYMENTS" section
(full payment management in app coming soon)
New Technician Permissions
Added 8 new technician permissions as shown in screenshot below:
(all actions above apply to the new customer details screen and it's various sections)
Added a new technician permission named "Can edit equipment items"
(controls whether a technician can edit equipment items on customer history screen and while completing Jobs & Route Stops)
All of the above permissions are turned off by default for all existing technicians
Existing permission "Can view and manage products/services on one time jobs" now also controls whether technicians can view and manage products/services on the new one time job history screen
More Open API Improvements
Added PUT request options (edit vs create) for the following parameters:
Added Route Stop & Job Details end points
Added ability to pull (GET) chemical reading and dosing data in relation to jobs and route stops
Alerts API endpoint has has water body data associated with it