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Routing
Equipment tracking
Work order management

Smart Service Update 121: New Track Overtime

Smart Service Update 121 brings some customer-requested features and improvements!

Update 121 now brings the ability track overtime automatically in Smart Service!

Track Overtime in Smart Service

You can now track overtime automatically in Smart Service! If you use Smart Service to track timesheets and send that information to QuickBooks for payroll, you can now set up overtime rules under the Company tab in Settings. There, you can define rules for when to apply weekly overtime, daily overtime, and daily double overtime. You will then need to select an overtime payroll item for each employee under Employee Settings. Smart Service will then calculate overtime hours for you on the Post Timesheets screen. Please note, with overtime features enabled, you can only post timesheets to QuickBooks by week. (Enhancement 9952)

Other Enhancements

  • Added payment fields to job and invoice reports. (Enhancement #9937)
  • For users with Google Calendar integration, changing the end time for a job will now update the end time for the Google Calendar event. (Enhancement #9624)
  • When sending an invoice to QuickBooks Online, if there are too many Billing Email addresses on the job for QuickBooks to accept, addresses will roll over into the CC email box in QuickBooks Online. (Enhancement #9771)
  • Added audit logging to job waiting list fields. (Enhancement #9802)
  • Added the option to copy Notes between Customers, Prospects, and Locations using the Copy Data tool. (Enhancement #9807)
  • Added column customization to the search screen that appears when you click New Job or New Estimate from the Scheduler screen. (Enhancement #9875)
  • Added an option to include inactive records when using the Copy Data tool. (Enhancement #9913)
  • When trying to post a payment to QuickBooks for a job that has been deleted, you can now choose to mark it as posted, and the payment record will have a note indicating that the payment will not appear in QuickBooks because the associated job no longer exists. (Enhancement #9919)
  • Increased the number of decimal places allowed in job item rate and cost to match QuickBooks. (Enhancement #s 9937, 9938 & 9939)
  • Added the ability to copy Price Breaks between Customers and Locations using the Copy Data tool. (Enhancement #9951)
  • Added a column option to display the customer name for locations on the search screen that appears when you click New Job or New Estimate from the Scheduler screen. (Enhancement #9956)
  • For recurring jobs, the interface for adding additional dates will now display default time and employee values based on the last scheduled date, rather than the first scheduled date. (Enhancement #9964)
  • The Post Work Order screen will now show both the recurrence pattern and the next scheduled date for all jobs. (Enhancement #9965)
  • Updated the SMS Opted In dialog box to match updated legal compliance information. (Enhancement #9979)

Other Resources

Click to view the complete 10.121 release notes.

Click to update Smart Service.

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