2024 Release Enhancements

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Listing of All Service Management 2024 Release Enhancements

Two improvements to contract equipment management

1. Search for Equipment at a Contract Coverage Maintenance Location

Description: Large end customers have many pieces of equipment associated with different contracts, so we've added search capabilities on the contract coverage maintenance screen to quickly find equipment that need to be added to a contract. This greatly saves times by eliminating the need to scroll through tens or hundreds of pieces of equipment and instead jump right to the equipment that needs to be added to the contract.

2. Bulk Add/Remove Contract Equipment

Description: Speed up contract changes by quickly adding or removing equipment associated to a contract within the Contract Coverage Maintenance window.

Five time saving features

1. View Service Call Costs without having to Open an Invoice Window

Description: Conveniently view current unposted, committed, and actual costs and anticipated billing information in one place - The Service Call Costs window. Zoom into each cost category and cost type. Note: The window is NOT available when using SOP invoicing.

2. Stop Voids of Payable Transactions on Closed Service Calls

Description: Users can no longer void a PM transaction associated with a closed service call because this can cause the WIP to be off balance. When a user try's to voids the transaction, it displays a pop-up dialog box stating "This transaction is associated with a closed service call and cannot be voided.".

3. Attach Documents to Master Contracts

Description: A new button has been added to conveniently attach documents to master contracts.

4. Display an Appointment Date w/out an Associated Time in the Body of an Email (Signature Agent)

Description: A field has been added to store the appointment date without a time associated with it. This is helpful in scenarios to communicate an appointment date to a customer that doesn't yet have a specific time.

5. View Job-Related Recent Activity at a Location

Description: Easily view all jobs associated with the service location directly from the Service Manager window by selecting the new Jobs icon. This icon will be displayed if the selected service location has at least one associated job. You can also access the Job Maintenance, Job Status, and Job Appointments windows from this new window.

Two improved storage options

1. Store Signature Photos and Attachments in WennSoft Cloud Storage

Description: Is your SQL database getting unmanageable regarding size and time to backup? The most likely culprit is the ever-increasing file sizes of pictures and videos that get bigger with each new generation of Smartphone. The new WennSoft Cloud Storage offering solves this by shifting future storage into the Azure Cloud. In some instances, customers will want to migrate some of their existing SQL data into the cloud. For more information on migrating existing SQL data, please reach out to WennSoft Professional Services.

2. Set Default Document Storage Location Option

Description: A new 'Copy to Database' option has been added in the Document Maintenance window to select the Source Document - Copy File, Attach File or Copy to Database.