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Memory Lane

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This past year our developers have gone Beast Mode preparing an inventory system that will take our customers’ businesses to the next level. And we’re so close! Inventory is in final beta testing, which means it’s almost here. If this was a professional wrestling match, the crowd would be hushed and the pounding entrance music already beginning.

But even as that gnarly beast makes its way to the entrance curtain, ServiceBox programmers have been squirreling away time to fix and add several little things on the side. Here’s some of the new features that you may or may not have noticed arriving on your desktop, tablet or phone in the past 6 months…

Tool Tips for Buttons – We had a number of requests to include tooltips to buttons inside of Quote, Work Orders and Invoices.  We have added these in to help with Navigation

Copy Materials from Quote to Work Order – We’ve added in the option to copy all of the materials that are created inside the quote and move them into the Work Order.  This can help save time for technicians when at a Job Site. For more information about Copy Materials from Quote to Work Order, see this link here:

https://jobbox.freshdesk.com/a/solutions/articles/19000104090

QuickBooks Desktop – Payroll Import – We’ve included additional information inside the Timesheet import that will now allow configuration options for Customers that use QuickBooks Desktop Payroll.  You will now be able to link timesheet items to a specific payroll item.  This way when you import the timesheets to QuickBooks the timesheet item will be set to the payroll item that you have configured. For more information please see this link here:

https://jobbox.freshdesk.com/a/solutions/articles/19000104580

QuickBooks Desktop – Import Invoice Note – You can now import the invoice notes into QuickBooks Desktop.  This will happen automatically for all new invoices that are imported into QuickBooks.  There is a limit to the QuickBooks field so only the first 4000 characters will be imported in, but hopefully, this will be more than enough information for future reference. For more information please see this link here:

https://jobbox.freshdesk.com/a/solutions/articles/19000104581

QuickBooks Online – Import Invoice Note – You can now import the invoice notes into QuickBooks Online.  You need to turn this option on in the Settings for QuickBooks Online. For more information please see this link here:

https://jobbox.freshdesk.com/a/solutions/articles/19000104582

QuickBooks – Timesheet – If you import a negative number from a Timesheet, a message will appear letting you know that QuickBooks does not allow negative numbers in the Weekly Timesheet in QuickBooks.

QuickBooks – Customer Reference – The Customer Reference field from the Invoice will be imported into the PO Number field in QuickBooks.

Revenue Account Mapping – QuickBooks, Sage 50 – We have added two additional tabs into the Accounting Connector.  “Quote Revenue Account”, will allow you to set the revenue accounts to correspond to the quote categories.  These settings will impact invoices that are generated from a quote and imported into QuickBooks. Also “Invoice Revenue Account”, will allow you to set the revenue accounts to correspond to the invoice categories.  These will impact invoices that are generated from a Time and Materials invoice. For more information please click here:

https://jobbox.freshdesk.com/a/solutions/articles/19000104104

QuickBooks Desktop – Create Work Orders as Jobs – There is now an additional tab called “Work Orders” which will allow you to configure the import to create Work Orders as Jobs Inside of QuickBooks Desktop.  You can set it so that all Work Orders are imported or configure it so that it will only create jobs for Work Orders inside a specific Category.

QuickBooks Online – Create Work Orders as Jobs – There is now an additional tab called “Work Orders” which will allow you to configure the import to create Work Orders as Jobs Inside of QuickBooks Online.  You can set it so that all Work Orders are imported or configure it so that it will only create jobs for Work Orders inside a specific Category.

NEW EMAIL SETTINGS – We are now providing additional options for Email so you can ensure that your emails will get to your customers. For full details and configuration instructions click below:

https://jobbox.freshdesk.com/support/solutions/articles/19000102288-servicebox-email-setup

Improved Support Features – We are committed to your success and have developed additional support features to help our team diagnose solutions for your accounting connector integrations. We want to diagnose any issues more quickly and save your time. We hope that you will see the results of this as you use the Accounting Connector in your business.

Android SDK Upgrade – We have updated the Android app with the newest SDK version.  This allows the app to be more reliable and to support more devices going forward.

Android Notifications – We upgraded the Android notifications to the newest version.

Mobile Analytics and Error Logging – We have added in better mobile application analytics and mobile error logging so we will be more informed with any issues that come up inside of mobile.  This will help us serve you better.

Bug Fixes

  • QuickBooks (USA) – If you add an item that has a tax level but no tax items an error would occur.  This is now Fixed.
  • Attachments in Job Site Not filtering – We found that the Attachment filters for Unit, Job Site, were not working as expected.  This is now fixed.

And One More!

Also in process is a new Quotes import/export feature:

If you go to Settings -> Quote Items, you’ll see two buttons: “Export” and “Import.”  Export causes you to receive an excel file with a tab for each category and a tab for each pricebook. You can add items in the category spreadsheets and change pricebook prices in the pricebook sheets.

 

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