Version 36.1 Release Notes – 12/10/2025

Improvement:

  • New Merge Field – Cause of Loss is now available for use in Email Templates, Text Templates, and Document Merge Templates.
  • Username Validation Enforcement – To improve system security and consistency, username validation has been applied to Employees, Vendors, Job Contacts, and Company Contacts.
    Valid characters:
    • Alphanumeric (A-Z, a-z, 0-9)
    • Underscore (_)
    • Dash (-)
    • At symbol (@)

 Invalid characters:

    • Slashes (/) and (\)
    • Ampersands (&)
    • Emojis
    • Apostrophes (‘)
    • Quotation marks (” “)
    • Accented or special characters
    • Any other characters not listed as valid

Defect Fixes:

  • Company Recap Report: Resolved an issue an issue where generating the report resulted in an “X” error.
  • Job Contact Phone Number Validation: Resolved an issue where invalid phone numbers were saved despite displaying an error message.
  • Reports – Deleted Jobs: Resolved an issue where deleted jobs with open lists and items were still appearing in generated reports.

Version 34.3 Release Notes – 07/30/2025

Defect Fixes:

  • Job Snapshot – Move XA: Resolved an issue where the Move XA option was appearing for employees who did not have the required permissions selected.
  • Document Merge: Resolved inconsistent merge results caused by documents lacking mergeable data fields. The merge process now handles these documents more reliably.
  • Task Page: Resolved an issue Fixed an issue where task searches returned no results when filtering by: Status = Incomplete, Assigned To = All Employees, and Due = All Due. The search now returns accurate results for these criteria.
  • Auto Logon: Resolved a false error message that was displaying during the Auto Login to All Sites process. The functionality now works as expected without triggering incorrect error notifications.

Version 34.2 Release Notes – 06/25/2025

Improvement:

  • Login Page – The Sign In option has been moved from the right of the login fields to below them and is now displayed as a button for improved usability.
  • Login Page – An important message has been added to regarding enhanced security through multi-factor authentication – coming soon!

Defect Fixes:

  • Schedule – Delete icon: Resolved an issue where the delete icon was not visible by updating its color for better contrast.
  • Equipment List: Resolved an issue preventing equipment from being added via the Equipment List.
  • Moisture Readings: Resolved an issue Fixed overlapping of Save and Cancel text in the Unaffected Readings History section.
  • View Companies: Resolved an issue where “Add New Grid Settings” was mistakenly displayed next to the Filter icon. Updated it to show the appropriate button text.
  • List Management: Resolved an issue where the Hide Filter button was intermittently unclickable.
  • Job – Inspections: Resolved the issue that caused multiple loading icons to appear unnecessarily on the Inspections tab.

Version 34.1.1 Release Notes – 06/03/2025

Defect Fixes:

  • Photo Report: Resolved an issue that prevented the report from generating due to excessive memory usage.

Version 34.1 Release Notes – 04/30/2025

Defect Fixes:

  • Company Contact: Resolved an issue where an error occurred when selecting “Get Referral Jobs.”
  • Companies Page: Resolved an issue where the “Save Grid Preferences” button was not functioning as expected.
  • Email Templates: Resolved an issue where deleted email templates were still being displayed in the UI.
  • Task – Due Date: Resolved an issue where, after changing the task due date and clicking “Save,” the save button would disappear and the new due date was not saved.
  • Work Order Buttons: Resolved an issue where dropdown buttons were displaying text on hover.

Version 34 Release Notes – 03/26/2025

Improvement:

  • UI Phase 2: Updated icons to buttons on the following pages:
    • Losses
    • Work Orders

Defect Fixes:

  • Job Not Sold: Resolved an issue where the ‘Job Not Sold’ date was set, causing the Job Progress to not update.
  • Button Text: Resolved an issue where the buttons were not retaining the correct office terminology.
  • Save Button: Resolved an issue where the save buttons for inactive jobs were not displayed correctly.

Version 33.2 Release Notes – 02/27/2025

Improvement:

  • UI Phase 2:
    • Job – View Map

Defect Fixes:

  • Job Deletion: Resolved an issue where deleting a job left the associated Loss and Work Orders remained open instead of closing them.
  • Schedule – Vendor: Resolved an issue where the schedule did not display when using the Vendor filter.
  • Job – View Map: Resolved an issue where YahooMaps failed to display.
  • New Lead Page: Resolved an issue where the “Add New Company” button text was not displaying properly.
  • Job Snapshot – Move: Resolved an issue where moving the XA Trans ID caused truncation of the job search results.
  • Report – Company Recap: Resolved an issue affecting the performance of Company Recap report generation.

Version 33.1 Release Notes – 01/29/2025

Improvement:

  • UI Phase 2: Additional updates to icon buttons on the following pages:
    • Job – Create Work Orders
    • Job – Correspondence
    • Job – Moisture Readings
    • Equipment Page
    • Companies – Affiliations
  • Login Page: Updated year to 2025.

Defect Fixes:

  • Work Order: Resolved issue where text was skewed or cramped on work orders when printed or emailed.
  • Tools – Email Templates: Resolved problem with active Email Templates not displaying.
  • Create Estimate Invoice: Resolved an issue where Estimate Line Items were not appearing as expected.
  • Correspondence: Resolved an issue with Correspondence Progress not saving.
  • Job Custom Fields: Resolved a problem causing full text not to display and improper alignment of radio buttons.
  • Job Detail Page: Resolved alignment issue with Red Flag, and Billing and Collections Notes icons.
  • Job Snapshot: Resolved an issue where using the XA ID# Move button caused an uncaught exception to be thrown in the console.
  • Job – Additional Contacts: Resolved inconsistency in button text, changing from “Remove” to “Delete.”

UI Rollout Plan

To learn more about our UI rollout plan, click here: UI Changes Information

Version 33.0 Release Notes – 12/12/2024

Improvement:

  • UI Phase 2: Improved icon buttons on the Jobs and Companies pages to enhance the overall user experience.

Defect Fixes:

  • Notifications: Resolved issue with email notifications not being sent correctly.
  • Loss Management: Resolved the problem preventing the loss from fully closing.

 

 

Version 32.3 Release Notes – 11/19/2024

Improvement:

  • UI Phase 1: Updated Verisk Product Logo on all pages.

Defect Fixes:

  • Performance: Resolved issue with performance by improving execution time.
  • List Management: Resolved problem with group by column not sorting alphabetically.

 

 

Version 32.2 Release Notes – 10/29/2024

Defect Fixes:

  • Field Report: Resolved an issue that caused deleted photos to appear as blank, while their associated comments remained visible.
  • Work Order Report Settings: Resolved an issue where the Line Items Budget and Category did not appear as expected.
  • Work Orders: Resolved a problem that allowed deleted work orders to display in the quick drop-down list.
  • Loss Management: Resolved an issue where the Office selection from Tools was not respected, resulting in a ‘Request not found’ error.
  • Email Templates: Resolved an issue with inactive email templates appearing in the template drop-down on the Notifications page.
  • Marketing Report: Resolved an issue with the column name text overlapping in the printed report.

 

 

Version 32.0 Release Notes – 08/29/2024

Improvement:

  • UI Phase 1: Updated color scheme and font colors for improved readability and aesthetics.

Defect Fixes:

  • Reminders: Resolved issue where emails were not sending as scheduled.
  • Task Reminders: Resolved problem with emails not sending as scheduled.
  • Job Portal: Resolved issue where the Correspondence contact dropdown was not displaying the correct employees.
  • Job Portal: Resolved issue where emails were not always sending, even with a valid email address.
  • Job Portal: Resolved issue with the “Contact Us” Send Email icon not always expanding properly.

 

Version 31.1 Release Notes – 07/25/2024

Improvement:

  • Login Page: Updated login verbiage and added a link to the End User License Agreement (EULA).

Defect Fixes:

  • Memorized Reports: Resolved issue with projects duplicating on the Criteria Page.
  • Job Portal: Resolved problem with modifying Job Contact details.
  • Intuitive Inspections: Resolved issue preventing the download or installation of the app.

 

 

Version 31.0 Release Notes – 06/27/2024

Defect Fixes:

    • Accounting and Budgeting Dashboard: Resolved an issue where payments made against a duplicate invoice were being credited twice.
    • Accounting and Budgeting Dashboard: Resolved the calculation issue on the Unpaid Balance In Collections panel.
    • Job Financials – Invoices: Resolved the issue where creating a new invoice after attempting to create one with an existing invoice number resulted in the amount not being saved.

 

 

Version 30.9 Release Notes – 05/30/2024

Defect Fixes:

      • Compliance Templates: Resolved an issue where compliance templates assigned to a project were being duplicated after the template was inactivated or reactivated in System Settings.
      • Compliance Templates: Resolved a problem where inactivating or activating a compliance template in System Settings was incorrectly changing the status on all projects using that template.
      • Job Mapping: Resolved issue where job records and pins were not displaying correctly.
      • Job Documents: Resolved issue where downloading documents resulted in empty ZIP files.
      • Master Documents: Resolved problem preventing document downloads.
      • Email Templates: Resolved issue where inactive email templates were not accessible.
      •  

 

 

Version 30.8 Release Notes – 04/25/2024

Defect Fixes:

      • Vendor Detail: Resolved issue where active sites were not displayed correctly.
      • Project Contact: Resolved UI issue where the “All Sites” checkbox was not shown as checked during contact creation.
      • Item Report Settings: Resolved issue where data fields were not being displayed.
      • Job Documents: Resolved problem where jobs with documents containing special characters would not load the Documents/Pics grid.

 

 

Version 30.7 Release Notes – 03/28/2024

Defect Fixes:

      • List Management: Resolved issue where filtering did not work after updating the List Type.
      • Master Documents: Resolved problem with special characters not being properly translated to their hexadecimal codes.
      • List: Resolved error received when closing a List due to an apostrophe.
      • List: Resolved issue where closing the last item on a list did not trigger a pop-up to close the list.
      • Task Dashboard: Resolved discrepancy where the “Due Today” or “Overdue” numbers on the Dashboard did not match the Tasks page.

 

 

Version 30.6 Release Notes – 02/29/2024

Improvement:

      • Reports – Job Data Export: Added two new merge fields: % Complete and XA ID #.

Defect Fixes:

      • Memorized Report: Resolved issue preventing proper scheduling of reports.
      • Print Daily Report: Resolved issue where not all employee names were displayed.
      • Admin Setting: Resolved problem with the “Auto close lists after X days” setting not adding closed dates to closed items and lists.
      • Accounting and Budgeting Dashboard: Resolved the calculation issue on the Unpaid Balance In Collections panel.
      • Job – Create Estimate Invoice: Resolved an issue where the currency symbol was not displaying.

 

 

Version 30.5 Release Notes – 01/25/2024

Defect Fixes:

      • Employee Permissions: Resolved issue where Power User and User permissions for editing Jobs and Lists were not being applied correctly.

 

Version 30.4 Release Notes – 12/14/2023

Resolved:

  • Resolved issue when searching within the “Job Name” that same search field was entered to Job ID
  • Resolved an issue where the last item closed within the list isn’t displaying the pop-up.
  • Resolved the issue with the list page and changing sites.
  • Resolved the issue with Loss Date Rules not populating.

 

Version 30.3 Release Notes – 10/23/2023

Resolved:

  • Resolved error on Site Tasks Templates when the zoom icon was selected.
  • Resolved issues with No File Chosen does not change to show the file name when uploading a file in Task Templates.
  • Resolved an issue the Task Row is duplicated when a popup error occurs in Task Templates
  • Resolved issue with the last uploaded image records are duplicated and added when refresh the Master Document page.
  • Resolved error when adding a new job to a new project.
  • Resolved error when opening employee records.
  • Resolved the View Logins missing from the Tools menu.

 

Version 30.2 Release Notes – 09/28/2023

Resolved:

  • Resolved issue with Sites not displaying after clicking column headers.
  • Resolved error when trying to update the picture on Vendor employee records.
  • Resolved an issue with the Job Contact email address field character limitation.
  • Resolved error when updating an existing project correspondence.
  • Resolved the error triggered from illegal characters.
  • Resolved an issue with the “Save & Add Copy” function on a work order that was causing item duplication both in the item view and on the schedule.
  • Resolved an issue where deleted employees were being displayed as raw integer values when the “Save and Add Copy” function was executed.
  • Resolved an issue where inactive employees were being displayed as raw integer values when the “Save and Add Copy” function was executed.

 

Version 30.1 Release Notes – 08/31/2023

Resolved:

  • Resolved error that is being thrown when updating an existing project correspondence.
  • Resolved the changed column does not save the user details and time stamp when upload document through Add Multiple Icon.
  • Resolved an issue where using the “Save & Add Copy” function on a work order caused duplication in both the item view and the schedule.
  • Resolved an issue where editing a customer in Lead Entry was resulting in the addition of a duplicate customer.

 

Version 30.0 Release Notes – 07/27/2023

Resolved:

  • Resolved issue where user could not remove work order event from schedule.
  • Resolved issue where user is unable to upload picture/images to compliance tasks.

 

Version 29.0 Release Notes – 06/29/2023

Resolved:

  • Updated support links and company address on the help page.
  • Resolved issues with item review and repair dates not being set correctly.
  • Fixed issue with production schedule where it was not displaying events past 2025.
  • Resolved error with adding a report to the job documents.
  • Resolved error when sending PDF file in an email.
  • Improved security around sending emails and disabling the ability to send emails to arbitrary addresses.
  • Improved security around the breadcrumb functionality.
  • Fixed error occurring when illegal characters were added to user input fields on item.
  • Updated table functionality Job Docs and Photos so users can sort on ‘Changed’ column.
  • Updated messaging to user when a file fails to upload to the Job Docs and Photos.
  • Resolved error on Work Order Report page occurring when the user deletes a record.
  • Updated formatting on Collections Report.
  • Improved security around disabled fields accessible in the Homeowner Portal
  • Improved security around session cookies.

 

Version 28.0 Release Notes – 06/01/2023

New Features:

  • UK Only: For invoices, users are now able to invoice for specific XM8 line items. Made improvements to the Invoice report to display line items.
  • UK Only: Added new Credit Invoice functionality, to create invoices for line items already include in a standard estimate invoice.
  • Increased security by limiting number of allowed file types during upload.

Resolved:

  • Resolved console errors on Vendor Schedule page.
  • Resolved workflow issues around Project Management Dashboard.
  • Fixed issue where events were displaying multiple time on Vendor Schedule.

 

Version 27.0 Release Notes – 04/27/2023

New Feature:

  • UK Only: For invoices, added the ability to defer tax charges for VAT and display tax information on invoice of the deferment.

Resolved:

  • Added the ability to search for Points of Interest (Walmart, Costco, etc.) in the address entry field.
  • Resolved issues around job progress and list type when performing Save and Add Copy.
  • Updated list number range functionality on Site Detail page to limit duplicate list numbers
  • Resolved issues with address entry when street number is not included.
  • Resolved errors on WO/Site Performance dashboard

 

Version 26.0 Release Notes – 03/30/2023

New Features:

  • Added ability to “Show Comments Box” and receive notifications when comments are added in the Job Portal.

Resolved:

  • Saving a Job with a PO Box as the Primary Contact address will not result in an error during address validation.

 

Version 25.0 Release Notes – 02/16/2023

New Features:

  • Added 10 Additional Loss Dates to Job and Reports.
  • Added Feedback application where users can submit direct product feedback from within Restoration Manager.

Resolved:

  • Fixed clicking on Job ID on the To Do → Tasks page opens job in same window vs. new window/tab.
  • Fixed Sales Results report not pulling from the Estimate/Cost Date
  • Fixed Vendor Other Schedule Event not showing upon save
  • Fixed Long Company Names overlapping other data on the Loss Summary, Loss Detail, Work Order, Work Order by Vendor, Service Requested, Preliminary Report, Job Activity and Field Inspection Reports.
  • Fixed Power User unable to Edit Email Templates when given appropriate permissions.
  • Fixed adding a new site adds a hyphen to the beginning of the Site name at Site Selection page during login.
  • Fixed clicking on System Setup from the menu results in X Error

 

Version 24.5 Release Notes – 01/05/2023

Resolved:

  • Image won’t load due to hidden character
  • X error when running data export on Job Summary of Equipment and Consumables Report
  • Job Aging with Gross Profit Analysis Report Missing Data
  • When assigning equipment the system does not allow to assign times between 6:30 PM and 7:00
  • X Error When Running Certain Memorized Reports
  • Incorrect date format on date/time stamps for merge documents
  • ‘Return Selected’ pop up does not work for hours between 6:30 PM and 7:00 AM
  • Send Work Order function unable to generate work order .PDF
  • 24.0 Regression – Printing Inspections not Working
  • Document Merge—document does not merge
  • Schedules displaying Sat 01/01 on Day, Week, and Timeline views
  • When transitioning the calendar from an old year to a new year the weekly day display is showing incorrectly
  • Increase Employee Signature Character Limit

 

Version 24.2 Release Notes – 12/01/2022

Resolved:

  • Fixed some employee fields that are not editable in the Save and Add copy screen
  • Fixed Job Custom Field not saving in Job Detail
  • Fixed production reports
  • Fixed X error when running production reports
  • Fixed ability to change work order number range in site details   
  • Fixed Jobs API call that was not returning all jobs modified since a specific date
  • Fixed inability to preview Mail Merge
  • Fixed Job Name not applying to copied Job record after using Save and Copy function
  • Fixed X error for work order Custom Export Report
  • Fixed MasterBuilder ID not applying to job record and creating a duplicate record in Sage
  • Fixed Compliance Tasks being unable to be created
  • Fixed X error when creating and trying to access new site
  • Fixed inability to navigate to Memorized Reports
  • Fixed X error on BCS site selection page
  • Fixed notes being cut off in inspection reports
  • Fixed project names overlapping on some list reports

 

Version 24.1 Release Notes – 11/01/2022

Resolved:

  • Fixed Employee Schedule
  • Displayed additional employee default roles set on job
  • Corrected long project names to prevent overlapping on WO page
  • Corrected RainbowUK to allow for scheduled for repair work orders respect scheduled hours in the schedule
  • Fixed QABCS2 checkbox to be unchecked by default
  • Corrected employee roles to update on new lead
  • Corrected long project names to prevent overlapping on reports
  • Display populated schedule for repair date in WO after entry
  • Fixed REGRESSION customer selected fields so they copy over when a save & add copy is executed
  • Fixed REGRESSION to prevent X error when generating job aging reports
  • Fixed black X error when saving a new job lead
  • Corrected REGRESSION Employee Schedule for Single Employee

 

Version 24.0 Release Notes – 09/27/2022

Resolved:

  • Displaying Task Contact or Phone details for Task Dashboard
  • Display correct inspection tasks when emailed/printed
  • Removed ‘Zoom’ functionality in item quick add

 

Version 23.1 Release Notes – 07/07/2022

Resolved:

  • Staff 2 field not merging correctly on email templates
  • Number of custom job fields setup for a site different for settings display
  • Tasks Page – Job Name Search duplicates same search field for Job ID
  • Unable to access project correspondence tab, generates X error
  • Job Custom Field Setup – Add Dedicated “Save to All Sites” button and Add Logging for Page Changes
  • Running report on job criteria is failing due to an X error
  • Drying Start and Drying Completed not added to Integration Queue
  • Tasks Page – Tasks displaying with both Project Name and Job Name/ID

 

Version 23.0 Release Notes – 06/23/2022

Enhancements:

  • When the Job Not Sold Date has been updated in Xactware, all tasks associated with a job will be closed
  • The entire task page has been updated to a new UI with an updated grid and additional columns and filters
  • The task page has been updated to include Job ID and completed by in the grid
  • The task page has been updated to view tasks with ‘task’ and ‘assigned to’ and due dates are displayed by color
  • A pop-up notification will appear when a user attempts to add a new lead with an address that already exists
  • When a System Compliance template’s Region(s) or Site(s) are updated, the project templates associated with the system compliance template will be updated
  • Users can add multiple numbers by clicking the “More Phones” designator on the Vendor Detail page
  • The New Job Icon now appears on top of all existing jobs and will be 3 times larger

Resolved:

  • Corrected Document Merge so resulting document is not duplicated
  • Fixed X error when Website entered in “Project” level “Detail” tab
  • Corrected Equipment Detail Report page to prevent breaks and overwriting
  • Corrected “State” to auto populate when adding a Site
  • Corrected Customer expected workflow usage
  • Fixed Task Template to Save Correct Projects when site is selected
  • Corrected reports screen so Event viewer error is not generated
  • Fixed Multi-upload documents so they send to XA
  • Fixed Job Accountability Dashboard to load properly
  • The Sales Manager field is updated when Referral Source is updated
  • Fixed Vendor portal All Sites Checkbox to allow unchecking
  • Fixed New site so the Field Report Settings are set
  • Display correct Job Name length across system
  • Corrected Job Custom Export so a full list of Jobs is returned for Customer

 

Version 22.3 Release Notes – 03/07/2022

Resolved:

  • Updated List Date Terminology including Date Description
  • Fixed ability to save jobs as inactive
  • Corrected New leads so they generate Loss Type and Loss dates
  • Display correct Toaster Message when Saving Site Reporting Settings

 

Version 22.2 Release Notes – 02/24/2022

Resolved:

  • Display Remove Estimate Function
  • Corrected Subject field for sent Work Orders
  • Save accurate number for Lat/Longs when saving Jobs, Projects, and Vendors
  • Display correct due and review dates when items in list management are updated
  • Display customer’s preferred time zone when using task time stamps
  • Fixed X Error for Site Settings tabs from Email/Text Templates
  • Fixed 404 error to allow double clicking to open Document Templates
  • Corrected “use same address as project or vendor” checkbox
  • Corrected ability to save a new site
  • Display accurate project information after saving project report criteria
  • Display all categories in categories grid
  • Corrected X error when opening employee records
  • Fixed Building Address field when job is created on new lead page
  • Corrected Site Settings Menu Bar on Email/Text Template page
  • Investigated CSR on work orders
  • Corrected Signature Lines for service Requested on items report
  • Corrected Vendor Mapping Popup Formatting

 

Version 22.1 Release Notes – 02/24/2022

Resolved:

  • Fixed State Field for Non-US Customers
  • Fixed “Use Same Address as Job” checkbox
  • Corrected Job Snapshot Dates and Site Notification

 

Version 22.0 Release Notes – 01/27/2022

New Features:

  • Users can view, filter, and export the Project Account Type in the Company Contact Grid
  • A new system setting, terminology, has been created for all Restoration Manager List Dates

Resolved:

  • Added “More Phones” Checkbox on Project Contact Detail
  • Display correct Cancel icon on Equipment Detail popup
  • Fixed Items Per Page indicator on Create Item tab
  • Corrected error popup in Edit Compliance Template
  • Corrected Visible Job Portal wrapping in Item detail
  • Investigated ExpendRow Functionality
  • Added Checkbox to Save Grid Preferences on Vendor Grid
  • Fixed Endless Load when selecting Employee or Vendor in Schedule

 

Version 21.0 Release Notes – 11/04/2021

New Features:

  • New Restoration Manager equipment tracking functionality allows for equipment to be linked to Phoenix DryLINK
  • A new job progress permission allows users to update job progresses from the job snapshot and list detail page
  • When running Project Correspondence Summary and Detail Data Exports, the Receipt # and amount spend are now viewable
  • The add browser column now displays Quality Process Template Name
  • A new grid page will be displayed when the email templates setting is selected
  • A new grid page will be displayed when the text templates setting is selected
  • Inactive employees will remain on jobs for history to view but cannot be entered for future jobs
  • The export report now includes columns for referral contact address, marketing categories, and project type
  • Users can track and change the task due date for job, project, vendor, and personal

Resolved:

  • Corrected Work Order Report Settings so they can be edited
  • Corrected Employee’s Schedule to not be assigned inspection
  • Corrected Field Reports Formatting
  • Fixed Vendor so it’s not Reassigned when scheduled date is changed
  • Display Correct Item “Staff” in List Management
  • Fixed Employee Page Load Speed
  • Restored Compliance Templates
  • Fixed Vendor & Project Portal to not display “null” for owner information
  • Corrected Jobs to not save with a ‘blank’ status
  • Fixed Jobs Grid to display Correct Number of Staff Fields defined in Settings

 

Version 20.3 Release Notes – 09/30/2021

Resolved:

  • Navigation Bar
    • Repaired Field Report Navigation Bar functionality
  • Viewable Pages
    • Corrected functionality of Jobs Page KPI Levels
  • Extra Spacing
    • Removed extra line spacing from work orders
  • Overlapping in Field Report
    • Corrected spacing in field reports
  • Additional Contacts Not Saving
    • Corrected additional contacts functionality in lead entry
  • Add Multiple Documents
    • Restored functionality to Add Multiple Documents button
  • Referral Jobs
    • Referral jobs appear in the job grid
  • X Error
    • Removed “X error” from Job Types in System Settings
  • List Date Rules Message
    • Corrected List Dates Rules Message on Job Snapshot
  • By Field Drop-Down
    • Corrected By field drop-down on Job Snapshot for List Review Start/End dates
  • Overwriting Photos
    • Corrected uploaded photos on work orders to not overwrite previous photos
  • Score Miscalculation
    • Fixed final score for quality inspections
  • Project Description Not Showing
    • Corrected Project Description and add list position
  • Work Order Email
    • Fixed Work order emails to exclude Create work order tab attachment
  • Task Due Today
    • Corrected the task due today on the job detail header
  • Date Closed
    • Fixed date closed to stay clear after removing job not sold
  • Save Grid Preferences
    • Restored links to employee “save grid preferences”
  • Duplicate Tasks
    • Removed Duplicate tasks on page refresh
  • Add Task
    • Fixed Add task in correspondence
  • Job Appears Twice
    • Removing duplicate jobs in view jobs
  • Field Report Not Saving
    • Corrected the Default Folder to save field Reports
  • Incorrect Date/Time
    • Fixed the date and time in field reports
  • Remove Employees
    • Restored ability to remove employees from employees’ section
  • Job Progress
    • Fixed Job Progresses ability to update
  • Date Closed
    • Corrected Job Not Sold So they can set Date Closed
  • Error Running Report
    • Fixed Exception Error when Running reports
  • Trans ID Failure
    • Restored ability to Move “XA Trans ID”
  • Job Progress Not Displaying
    • Corrected Job Progress to change for Date Closed regardless of KPI dates
  • Can’t Save Date/Time
    • Corrected Date and Time to save for “Date Closed”
  • Remove “Feedback” Link
    • Restored the “Feedback” link for User Voice under help
  • Job Completed Date
    • Corrected Job Completed Date
  • Equipment Return
    • Restored ability to edit Equipment return date and time and delete assignments
  • Permission Not Respected
    • Restored respecting of permissions from employee job costs

 

Version 2.1 QuickBooks Online (QBO) Sync Client Release Notes – 08/26/2021

New Features:

  • Send Jobs to QBO
    • When “Send Jobs to QBO” is selected, the query for jobs will exclude any jobs that have “exclude job progress” selected
  • Options – Exclude Job progress
    • In the exclude Job progress section, jobs and purchase orders can be excluded based upon the selected job progress list
  • Mapping Options – Map Estimate by Cost Code
    • When “Map Estimate by Cost Code” is selected in the Options, RM List Type and RM cost code will be used for estimate mappings
  • Mapping Options – Send POs to QBO
    • When “Send POs to QBO” is selected, the query for purchase orders will exclude any purchase orders that have “excluded Job Progress” selected
  • RM Employee Permissions
    • Employee permissions allow the QuickBooks Online Options and Mapping Options to be edited

Resolved:

  • Job Performance
    • Improve performance for Job and Cost Sync
  • Identity Server
    • Resolve Identity Server token expiration
  • Phone Number
    • Error when contact phone number is missing country
  • Error Message
    • Update Sync Complete Error message on sync error
  • SyncedJobs Table
    • Update sync job to only do one row in SyncedJobs table
  • Job IDs
    • Duplicate Job Job IDs not syncing costs correctly

 

Version 20.0 Release Notes – 07/22/2021

New Features:

  • Field report header
    • The field report header includes site, site address, and report logo
  • file-export
    • New icon ‘file-export’ indicates generated field report
  • Employee permission setting
    • New permission setting allow/not allow employees to run field report
  • Correspondence default
    • For compliance templates notes, Admins can designate default correspondence
  • Report options page
    • Admins can select new field options for report at site level
  • Field report options
    • Users can generate reports as PDF, set photos, select notes, and email report
  • New field options
    • Users can include “processed by,” “job information,” “job custom fields,” “employee fields”
  • Job profitability and accounting
    • The field report will include financials from job profitability and accounting
  • Date range
    • Daily notes and photos will appear based on date range selected by user
  • Add field report
    • Users can share job/field notes and photos with internal and external emails
  • XactAnalysis Assignment Received Date
    • Users can export job data, emails, documents, and compliance templates with XactAnalysis Assignment Received Date
  • View Dates
    • With an XactAnalysis Trans ID, users can view Date of Loss, Date Received, Drying Started, and Drying Completed
  • Set Progress
    • Users may set progress, select staff for email, and apply to all sites
  • XactAnalysis Assignment Received
    • XactAnalysis Assignment Received is stored and displayed in Restoration Manager
  • Set job custom fields
    • Users can set dates, photos, notes, and other custom fields to complete before task is marked complete
  • Select task types
    • Users can select standard, email, document, or signed document for task type
  • Completing compliance task
    • Users can enter the custom field value when completing compliance task
  • Set Compliance template tasks
    • Admins and users with permissions can set compliance template tasks with job custom fields
  • Line item assemblies
    • Users can include fields called “type” “code” “description” and “yield” in the line item assembly section
  • Work order fields
    • Users have the option to display both “category” and “budget” on the work order
  • Work order mapping
    • When work order is mapped net yield will replace direct yield
  • Classifications within work order
    • When sending work order report, print setting classifications are “on default,” “on vendor,” and “on owner”
  • Work order report settings
    • Users can utilize work order report settings when sending “request for bid” emails
  • Action taken history
    • Administrators can lock “action taken history” box so it’s read only
  • New Custom Work Order
    • Users can create custom item reports and specific fields will appear based on selection
  • Change default sorting order
    • The view requests tab will sort by most recent date as default for all users

Resolved:

  • Site Not Loading
    • Customer’s Site Does Not Load Correctly for Administrators
  • Additional Contact Not Populating
    • Job Custom Export Report not populating Additional Contact
  • Assignment Received Date Missing
    • Assignment Received Date Missing From KPI List Types
  • Exception Error
    • x – Send WO, Build Email(sending), Request for bid(sending) produces exception error
  • Single Return of Equipment
    • Cannot Assign/Return a piece of Equipment more than once a day
  • Ignore Deleted Tasks
    • Update Compliance Progress to ignore Deleted tasks
  • X Error
    • X Error when trying to send WOs through Email Merge Icon
  • Staff 20 allowing edit
    • Edit in Lead Entry / Save & Add Copy showing Staff 20 and allowing edit
  • Incorrect Search Filter
    • Job Common Fields Search Not Filtering Results Correctly
  • Incorrect Type Restrictions
    • User Type Restrictions Are Incorrect for Map Jobs In Area
  • “X Error” in compliance
    • “X Error” in compliance progress section in QARM when looking at a job
  • Job ID not Displayed
    • Job ID is not displaying in Project Management & WIP Dashboards unless Zoom Out
  • Submit Requests
    • Remove ability to ‘Submit Requests’ on PROJECT and JOB portal
  • Improper Equipment Return
    • Equipment not being returned properly with Return All or Returned Selected (with all highlighted)
  • GANTT Chart
    • GANTT Chart not updating properly
  • Dashboard Not Populating
    • Dashboard to View jobs not populating if Progress is not Saved in Grid Preferences
  • Request Vendor Acceptance
    • Issue with Request Vendor Acceptance Process

 

Version 19.0 Release Notes – 04/02/2021

New Features:

  • Grid Preferences
    • Add in capability to save different grid preferences
  • New Save Settings
    • allow user to save settings as private or for users with a default private
  • Job custom Fields
  • A numeric option has been added as an option in the job custom fields
  • Schedule Update
    • The Schedule has been updated to a new UI and now have enhanced functions for better flow.
  • Schedule Switch
    • there is now a way to switch between employee, job, vendor, production, and showing daily as default and can switch to week or month
  • Existing schedules
    • users can view existing schedules and change them, using the drag option to update times
  • Schedule work orders
    • users can schedule and create new work orders for a job
  • Employees and Vendor
    • users can assign a work order to multiple employees in addition to the vendor using a drop down list
  • Compliance Requirements
    • A new setting has been created to turn on Compliance Requirements on the Job Detail pages
  • Task accountability
    • the number of tasks and ranges/colors Task Accountability has been added
  • Editing Job Progresses
    • the ability to disable editing of job progresses has been added for users
  • Phone Number Updates
    • Phone numbers have been formatted to be viewed as country code, formatted number, and extension.
  • QBO options
    • users can send estimate by line item, cost code, total, purchase order amount, or breakdown by cost type
  • QBO Purchase orders
    • the functionalities of purchase orders have been updated to be based upon the options for mapping
  • Line items
    • Added line items to new and existing work order where the system will track but not remove previous work orders
  • Estimate Line Items
    • a new tab called “estimate line items” has been added where a table will appear with line items
  • Work Order Report
    • the “XA Item Settings” has been removed from system settings, and Line Item/Quantity, Line Item/Action, Line Item/ Hours, Line Item Assemblies have been added where the user has the option to print
  • Photo Report
    • Added Cause of Loss to Photo Report
  • Job Detail Page
    • Added Site of job on Job detail page
  • New Work Order
    • users can create new work orders for a job by adding in the selection of Employees
  • Add Work Order Employee
    • there is now the ability to add a work order employee and a grid of Work Order Employee Data will appear.
  • Select Work Order Employee
    • when creating a work order, the user can now select a work order employee from the employees field in the WO detail tab.
  • Compliance task complete button
    • the complete button will be grayed out preventing you from completing the same task twice.

Resolved:

  • ‘Daily Schedule’ report shows lots of text overlapping
  • 19.0 – Time of appointment is not correct when creating or adding a schedule events
  • 18.x – Build Email page not sending email when bcc blank
  • Add Project on Additional Contacts not using Permission
  • Send WO Error when Vendor has apostrophe
  • Item Detail Report Export Error
  • Update JobQBIssuePicture for secret key authorization
  • Task Template – Projects are not displaying correctly
  • Extremely Slow upload on Item Picture Page
  • Emailing Document from Item Documents pulls in wrong job information
  • Item Detail report not e-mailing in proper format when scheduled as memorized report
  • Phone Numbers – missing country ID columns
  • WO is printing deactivated employee
  • List Management grid is displaying inactive employees
  • Top Ten Category Summary – Report issue
  • 19.0 – Grid View Preference – Export button disappears on custom views
  • 19 API doesn’t parse country code from mobile
  • New Lead not adding Date of Site visit
  • Update Service Requested text when creating WO from Create Item Tab
  • Able to add a New Lead in Restoration Manager without populating a Primary Contact
  • Equipment Assignment Not Working
  • Work Authorization Uploaded field is displaying in the View Jobs Page Column selector
  • WO Report – need to add in assemblies based upon system setting
  • Restoration Manager Inspection Report will not print Black ‘x’
  • Deleted Company > Company Contacts showing as available selections on Job > New Job > Source of referral
  • 18.x – Closing list in Restoration Manager does not close open items within the list through job snapshot or list details
  • Linked Jobs only showing both jobs’ docs in attachments

 

Version 18.0 Release Notes – 05/06/2020

  • Job Custom Fields
    • Added the capability to define the data types of Job Custom fields
  • Xactimate Line Item Invoice
    • Added the capability to create an Invoice for Xactimate Line Items
  • Job/Item Determination
    • Added the capability to set the Determinations for jobs or items
  • Save & Add Copy UI Updates
    • Updated the UI when you ‘Save & Add Copy’ jobs
  • Save & Add Copy – Linked Jobs
    • Added the capability to link jobs and switch between them via the UI
  • Gantt Chart for Job Schedule
    • Added a Gantt Chart for jobs
  • Contact Updates
    • Added the option for Contact Titles to be specific to Projects, Jobs, Vendors or Employees
  • Dates added to View Jobs Browser
    • Added additional dates to the View Job Browser
  • Job/Vendor/Project/Item Documents
    • Updated the UI and functionality for selecting and downloading documents
  • Inspection Review Changes
    • Updated the UI for the Inspection Review process and added more modifying capabilities
  • Correspondence – Add CC
    • Added the CC for email correspondence on the Correspondence tab
  • Delete an Estimate
    • Added the capability to delete an Xactimate estimate
  • Property Terminology
    • Added new terminology for Property/Job type
  • Cause of Loss setting
    • Added a Cause of Loss option for defining and selecting for Loss Types
  • Disable editing of Job ID
    • Added system setting for disabling the editing of a Job ID

 

Version 17.0 Release Notes – 10/04/2019

UI Enhancements – Loss Management:

  • Loss Management has been updated with a new User Interface Grid.
    • By Job ID and By Vendor are now tabs
    • Save Grid Preferences allows the user to save the current filter criteria
    • Grid can be expanded to add more rows and to open the rows
    • Select By options have been expanded to include Equals and Contains
    • Date options have been added
    • Export Grid to Excel option has been included
    • Update All has a modified User Interface – includes all List and Item fields
    • Link to Item Detail now contains full Item Detail screen as a pop-up window for editing and saving Item Details.

UI Enhancements – Item Detail:

  • Item Detail has been updated with a new User Interface.
    • Function buttons have all been moved to the top of the tab pages
    • Schedule Subject and Details have been added on Item Detail to show in the Schedules.
    • Item Details can be collapsed
    • Item Detail page can also be accessed from Loss Management

New Features:

  • PDF Optimization – added the capability to optimize PDF documents to reduce the size for emailing reports from the system.
  • Added APIs for Job Costs and Item Charges
  • Added capability to Download All Documents as a zip file

Enhanced Features:

  • Breadcrumbs now contain Job IDs
  • Loss Fields have been added to the Auto Task feature
  • Delivered Date is now synced with XA
  • Xactimate Parser for Work Orders now includes the ability from system settings to choose which data from the line items to include in the Work Order (Quantity, Action, Hours, and Assemblies)
  • Unpaid Balance has been added to the Job Custom Export
  • Portal menus have been updated to be consistent with the main application

Resolved – Bug Fixes:

  • Job Summary Report not sorting on Job Progress
  • Cannot delete photos in Vendor Portal after checkbox is checked in pop up
  • Loss Type drop down shows deleted list types
  • Job Documents – Error with checked box ‘Show in Project Portal’
  • Item Detail data export pulling wrong staff member
  • Task Manager – Task color is not consistent
  • Make vendor info from Job Portal hover over a setting
  • Service Requested field overlapping with Billing section when printing Work Order
  • When uploading 6 pictures from the vendor portal only 2 upload to Item
  • Sales Route – Route Status set to ‘undefined’ after deleting Route
  • Copying a Task Template does not transfer tasks because of ‘Name’ field
  • When in XM8 Parser, can’t select Pull-down on top menus
  • Not returning Project Contacts in Contacts Browser
  • Misspelling in System Settings -> Settings
  • Site inspected notification is not filling in the Site Inspected Date in the default email
  • WIP Report – inaccurate ‘Days in Production’ field when printing multiple Jobs
  • Notification email – New job lead email not populating merge fields
  • Approving vendor changes does not save information
  • Duplicates appearing in Sales Activity data export
  • Job ID terminology not updating
  • Formatting error in ‘Action Taken History’ when closing item
  • Preliminary Report – No list type when there is no item
  • Project Management Summary Dashboard not working
  • Preliminary Report – pulling primary project contact when no contact selected
  • Contact data export returning incorrect data
  • Contact data export does not return filtered information
  • Unit field not displaying data in Company portal
  • Accounting & Budgeting Dashboard shows 0 for Unpaid balance in Collections
  • SMS Text from Correspondence doesn’t work with all Sites
  • Vendor Portal saving is erroring when Full Name is too long
  • Blank pages when printing multiple work orders
  • Job Browser not showing both job flags
  • Job Custom Export – Secondary Email field doesn’t populate
  • Text Notification does not populate “List Type” field
  • Inspection Report Not printing
  • Date formatting not displayed per settings on “Action Taken” entry items
  • Date formatting not consistent in Portals
  • Global Search “Job Contact Phone #” does not work
  • Jobs with zero balance are displaying in Unpaid Balance in Collections
  • Filtered Job Browser not Exporting Grid Data to Excel properly
  • Loss Type not respected when generating auto task

 

Version 16.0 Release Notes – 02/22/2019

The biggest change in this version is the updates to the user interface, we have gone with a cleaner more modern look. Also, all the buttons have been replaced with icons.
Note: If you are unsure on the function of the icon hover over it, a description will display describing the icon function.

 

UI Enhancements – Dashboard:

 

  • The Home Page is the only page panels can be removed by simply clicking the X.
    Note: There is no save once the X is selected the panel is removed. If panels are removed from the Home Page, the information will still be visible within its respective tab.
  • New Dashboard Panel – Unpaid Balance In Collections; located within the Accounting and Budgeting Panel
    In order for the Unpaid Balance In Collections graph to function the administrator will need to select which progresses equal collections by going to Settings → System Setup → Settings → Job Settings, Job Progress
    Note: You can select more than one progress that equals Collections if applicable.
  • Job Summary Panel you still can line up the eight employees, but you can now view their work load by employee role. Occasionally the employee may fall into multiple roles on a job, but you only want to view the role of just your Project Managers you can do this by selecting that role from the Employee Type drop down and the grid will update the job count.
    Note: This is a permission-based Dashboard Panel.
  • Company Management Panel previously you could only select one progress level now you can choose multiple as well as save the grid preferences.
    Note: This is a permission-based Dashboard Panel.
  • Task Performance Panel before this release the dates were limited we added the Between date filter.
    Note: This is a permission-based Dashboard Panel.
  • Other Dashboard Enhancements
    –     Panels load faster.
    – Slimmed down from multiple panels to one panel.
    – New graphs.
    – Larger text.
    – Cleaner data, easier to read.

 

Enhancements to the View Jobs Page, Companies Page, Contacts Page and the Sub/Tech Page:

  • View Jobs Page
    –     Increased the number of columns that can be displayed from 14 to 30
    – Added the ability to lock columns; columns to the left of the black line are locked
    – Additional filters are available within each column; select the three dots to display all the filter options.
    – Added the ability to Group by a Column.
    – Added the ability to Save Grid Preferences.
    – Added a new export; Export Grid to Excel.
  • Companies Page, Company Contacts Page and the Sub/Tech Page have new grids the functionality within these pages is very similar to the View Jobs Page.

New Features:

  • Loss Date Tracking – Loss Date Tracking gives the ability to track date changes. If a date is previously set and then revised the user will be prompted to add a reason the date was changed. Then you will have a history icon (date change History) which displays all date history and why the dates were changed.
    To enable this function the administrator will need to select which dates they would like to track changes for by going to Settings → System Setup → Settings → Loss Settings, Loss Date Tracking
  • XA Job Mapping – When an XactAnalysis assignment is exported to Restoration Manager there are some fields that need to be manually adjusted and/or added such as Company, Referred by, etc. To minimize the manual adjustments, we added XA Job Mapping functionality that the Administrator can setup and maintain this admin table.To Setup this functionality the administrator will need to go to Settings → System Setup → Settings → Other Settings, XA Job Mapping.
    Note: The Carrier ID and Carrier Name are added from the xml file that is processed for the assignment. Please keep referring back to the Admin Table to setup the Company, Referred By, TPA, Other Type, and Other fields. This will minimize the information that needed to be adjusted or added manually, as well as keeping information consistent.
  • Company Affiliation – This is a nice feature when you are working with a Large Company that has multiple brands, Property Management Firms, etc. To add an Affiliation, go to the Company you will see a new tab called Affiliations click the tab then the plus sign.
  • Document Templates – Added the ability to setup a template packet and assign the Packet to a Company. The administrator can set this up by going to Settings → Office Setup → Document Templates when setting up a Packet you have an option to select Job Based on Company.

Enhanced Features:

 

  • Job Detail Page
    – All icons have been removed from the job tabs.
    – We eliminated the employee flex fields and added an additional five (5) employee fields for a total of twenty.
  • Lead Entry Page
    – The address is now one field instead of two.
    – Company Affiliations are searchable within the Company field.
    – Document Merge – Company has been added and will display documents that can be merged based on the Company selection.
  • Reports
    – Work In Progress (Reports → Production → Work In Progress). We added Target Completion Changes; you can see the Current Target Completion Date, what the Original Target Completion was and the Reason the date was adjusted. We also added Earned Revenue Amount, which is based on Budget to Actual expenses multiplied by the Estimate.
    – Commission – Gross Profit (Reports → Accounting → Commission – Gross Profit). Added the ability to set a GP% limit. Example anything greater than 35% Gross Profit qualifies for a Commission and anything less than that percent will not calculate into the report for commissions to be paid.
    – Company Report Filter – All Reports that contain Company as a filter instead of having the massive scroll now you can search and select multiple companies to report off.
  • Job Portal
    – Documents now displays the number of Documents/Pictures are view able to the customer.
    – The Subcontractors contact information now displays when hovering over the Subcontractor assigned to a Work Order within the View Requests tab.
  • Company Portal
    – Job Status (Active or Inactive) and Job Name have been added to Jobs Grid.
  • Subcontractor Portal
    – Subcontractors now have the ability to attach Pictures or Documents to the Work Order. All attachments will be part of the Work Order and the Job.
    – Added a Profile tab so the Subcontractor can update their contact information.

 

Resolved – Bug Fixes:

 

  • Performance Issues
  • Black X error when Printing Employees
  • Black X on Data Export of Equipment Report
  • Correspondence Detail Report not working when filtered by the Job ID
  • Editing a Work Order from the Schedule not working correctly
  • Email Template displaying List Level employees instead of Job
  • Equipment Assigned – Pages to scroll not available
  • Lead to Sale Summary Report criteria error
  • New Lead from Integration is not sending out Notifications
  • Not being redirected after deleting equipment
  • The Print Detail Report is not working on View Jobs Page
  • The Production Report Job Notes & Correspondence are truncated instead of wrapping
  • Errors when adding a new Company Contact
  • Moisture Readings Error for Australia Customers Only
  • Save & Add Copy not copying Bldg/Unit
  • Schedule selecting back button displays the Job ID instead of the Address
  • Subject of the Work Order created through the Schedule is not saved
  • System Setting to copy Job Contacts when Copying a Job not working
  • Unable to Email or print a PO in Edge when ordering Consumables
  • Sub/Tech Acceptance button spanning multiple lines when Terminology is changed
  • Xactimate Jobs failing on jobs not located in the U.S.

 

Version 15.0 Release Notes – 08/25/2018

New Features:

  • Consumable Tracking – Added the ability to track Consumables quantities on hand, usage, inventory count adjustments, and Purchase Orders (P.O.), re-order level and receive quantities.
  • Dashboards – Added two (2) new dashboards – Company Management Summary – Task Performance Analytics Note: The Admin can select whether these panels are available to the employee by going to Help/Tools→ Tools→ System Setup→ Employees, Permissions Tab – Manager’s Dashboard
  • Contacts Page: – Added the ability to add a new contact from the Contacts Page. – Last Search saved on the Page
  • Admin System Setting Permissions: Help/Tools→ Tools→ System Setup→ Settings – Do not show Job Progress change messages – Show Sub/Techs on Jobs – Show Subs/Techs on Companies – Stock P.O. Auto-number option
  • Employee Permissions: Help/Tools→ Tools→ System Setup→ Employees, Permissions Tab – Enable Send Correspondence to XA – Enable Send Documents & Pics to XA – Enable XA Trans ID Entry – Request Completed Task Notification – Adjustment – Issue P.O. – Receive P.O. – Set Trigger – Transfer Stock – Void P.O.
  • Employee Settings: Help/Tools→ Tools→ Employee Settings – Create Employee Email Signature for Emails
  • Employee Certificates: – Certification Types – Add the ability to setup certification types. Help/Tools→ Tools→ System Setup→ Other Settings, Certification Types – Certifications – Added the ability to apply employee certifications. Help/Tools→ Tools→ System Setup→ Employees – Employee Certifications Report – Reports→ Other→ Employee Certifications

Enhanced Features:

  • Companies and Company Contacts Page – Added Intuitive Search when adding a new Company or Company Contact to prevent duplicate Companies or Contacts being entered.
  • Preliminary Report – Added the Primary and Secondary Job Contact email addresses to the report.
  • Work Orders – When the work order has been scheduled (Start & End date/time) and the Send WO button has been selected the email now includes the appointment .ics file.
  • Office Performance and Office Budget Performance Panels – Added the ability to generate a Detailed or Summary Report and the option to Export to excel.
  • Task Notification emails now include more details.
  • New Lead Entry Page: – Added the option to select “Use Same Address as Company” when creating a New Contact. – Added the option to Map Jobs in the Area by clicking the new Map icon.
  • Job Snapshot – Time field added to the Target Start and Target Completion Dates.
  • Scheduled Reports – Now all reports have the option to be automatically generated and emailed out on a set basis. Reminder: The report must be memorized before the schedule can be applied.
  • Correspondence Email Subject Line – When emailing from Correspondence and a template hasn’t been selected the subject line of the email defaults to the Job ID, Job Name. i.e. 18-1069H20, Mailk Jackson
  • Reports: – Referral Report – Added the ability to export the report and added Job Name to the export. – Job Gross Profit Report – Job Progress has been added to the report. – Job Custom Export – Added three (3) new fields; Job Started Date, Job End Date and Determination
  • Tasks: – Added date filter when reporting off Completed Tasks. To Do → Tasks → Select By: Completed – Added the ability when a new Task is created to check a box; Email when task is completed you can also cc two (2) other employees to be included on the Task Completion Notification.
  • XactAnalysis Integration – Job Type has been added to the Job Detail Page. i.e. General, Emergency, etc.
  • Sales Route – You can now remove contacts from a Route and delete a route instead of just inactivating it.
  • Job Documents & Pictures – Added the ability to uploaded Documents or Pictures when jobs are linked to the Linked Jobs folder.
  • Tasks – Added date filter when reporting off Completed Tasks. To Do → Tasks → Select By: Completed
  • Tools: – Update Staff on Job – Added all Staff Descriptions as an option to update the Employee assignment – Apply Task Templates to All Jobs – Added Loss Types as another criteria option
  • Job Snapshot – Added the ability to see the Loss Type assigned to the Job.
  • TechLoc Integration – Now sends the New Lead into TechLoc
  • Work Orders – Enhanced the fields that can be selected to be displayed on Work Orders sent to a Subcontractor or Customer. Help/Tools→ Tools→ Office Setup→ Reporting, Work Order Report Settings (customize fields)
  • Job Portal: Help/Tools→ Tools→ Office Setup→ Job Portal – Show Emergency/After Hours in Portal – Portal Theme Selection – Portal Menu
  • Job, Company and Subcontractor Portals – Added the ability to upload more than one file at a time.

Resolved – Bug Fixes:

  • Photo Report – Job Notes were not displaying.
  • Job Activity Report – Text Box was cut off.
  • Equipment Summary by Job doesn’t take you to the Job.
  • Terminology for Job Name not respected within the View Jobs Page.
  • Loss link was missing on the Schedule.

 

Version 14.0 Release Notes – 05/05/2018

New Features:

  • Create Xactimate Project: Users now have the ability to send a Job to Xactimate to create the Project. Expand the Job Snapshot and click Send Job to Xactimate button.
    Note: The Xactimate Project is created in the Carrier Profile, progress set to A/In Progress, and can be accessed from Desktop and Online accounts. To use this new feature the Xactimate Vendor Exchange and XactAnalysis integration’s must be enabled. To enable these integration’s please provide your assigned trainer with your XactNet Address for each user/location and Company Account ID Number (6 digit number). The administrator will need to enable the employee permission by going to Help/Tools → Tools → System Setup → Employee Record→ Permissions Tab→ Integrations – Create Xactimate Project.
  • Text Templates: We added a new Text Template feature which enables the ability to select the template when sending a text.
    Note: The administrator can setup the Text Templates by going to Help/Tools→ Tools→ Office (Division, Location) Setup→ Text Templates.
  • Text Notifications: We added the ability to send a text as a Notification, now you can choose to send an Email Notification, Text Message Notification or both.
    Note: The administrator can setup Text Notifications by going to Help/Tools→ Tools→ Office (Division, Location) Setup→ Notifications – Radio Button, Text Message.
    Important: The contact selected to receive the text will need to have the SMS/Text number applied to their contact and/or employee record.
  • Dashboard Panel – Invoiced by Month: New Dashboard Panel added Invoiced by Month. This panel shows invoiced sales year to date by month. The panel is calculated using all leads that have an invoiced amount in the current year and the values are based off the invoiced date. Two Reports can be printed from the panel the first print icon is Invoiced Register – Current Month Report the second print icon is the Invoiced Register – Current Year Report.
  • Task Reassignment Tool: We added the ability to mass reassign Tasks from one employee to another. The Reassignment Tool can be located by going to Help/Tools→ Tools→ Reassign Job Tasks.
  • Task Template Assignment Tool: We added the ability to mass assign Task Templates to Jobs. The Task Assignment Tool can be located by going to Help/Tools→ Tools→ Assign Task Templates to All Jobs.
  • Photo Report – Admin Setting: We added a new Admin Setting to display Job Custom Fields on the Photo Report.
    Note: The administrator can turn this feature on by going to Help/Tools→ Tools→ System Setup→ Settings; Photo Report Settings: Display Job Custom Fields.
  • Employee Permissions – Change Status & Report Printing: We added two new Employee Permissions Change Status (Active/Inactive) and Report Printing.
    Note: The administrator can enable these new employee permissions by going to Help/Tools → Tools → System Setup → Employee Record→ Permissions Tab. Change Status: If this permission is selected the employee will be able to change the Status of the record from Active to Inactive or vice versa. Report Printing: If this permission is selected the employee will be able to print reports available at the bottom of these pages.

Enhancements:

  • Report Adjustments:
    • Job → Job Custom Export Added add Employee Fields and Custom Dates to the Selection Pane.
    • Job → Job Detail Added Job Completed Date in the Report
    • Job → Job Detail Added the following dates to the report criteria date drop-down; Target Start, Target Completion and Job Completed. As well as making the made the following adjustments to the Report. Removed Date Projected Closed and replaced it with “Target Completion Date”. Removed Date Closed and replaced it with “Job Completed”.
    • Job → Job Aging with Gross Profit Analysis Added the following dates to the report criteria date drop-down; Date Site Inspected, Estimate Approved, Target Start Date, Target Completion, Drying Started, Drying Completed, Job Completed and Job Not Sold. Also, added Job Completed Date in the Report.
    • Marketing → Referral Source Added the following dates to the report criteria date drop-down; Job Completed and Job Not Sold. Also, added Job Completed in the Report.
    • Marketing → Lead To Sale Summary Added the following dates to the report criteria date drop-down; Job Completed and Job Not Sold.
    • Marketing → Marketing Added the following dates to the report criteria date drop-down; Estimate Approved, Job Completed and Job Not Sold.
    • Production → Production and Production Schedule Added the following dates to the report criteria date drop-down; Date Site Inspected, Estimate Approved, Target Start Date, Target Completion, Drying Started, Drying Completed, Job Completed and Job Not Sold. Removed Site Inspection Appt. and replaced it with “Site Inspected”. Removed Date Closed and replaced it with “Job Completed”.
    • Production → Production Summary Added the following dates to the report criteria date drop-down; Date Site Inspected, Estimate Approved, Target Start Date, Target Completion, Drying Started, Drying Completed, Job Completed and Job Not Sold. Adjusted the height of the report headers due to the text being cut off. Removed Date Closed and replaced it with “Job Completed”.
    • Production → Company Recap Added the following dates to the report criteria date drop-down; Date Site Inspected, Estimate Approved, Target Start Date, Target Completion, Drying Started, Drying Completed, Job Completed and Job Not Sold.
    • Production → Pipeline Added the following dates to the report criteria date drop-down; Date Site Inspected, Estimate Approved, Target Start Date, Target Completion, Drying Started, Drying Completed, Job Completed and Job Not Sold.
    • Production → Work In Progress Added the following dates to the report criteria date drop-down; Date Site Inspected, Estimate Approved, Target Start Date, Target Completion, Drying Started, Drying Completed, Job Completed and Job Not Sold
  • Default Email Notification – Employee Change: The Employee on the Job Changes Default Email Notification now includes the Job ID and Job Name.
  • Job – Equipment: Moved the Equipment from a Work Order to the Job. Now Equipment can be assigned without a Work Order, previously a Work Order was required in order to assign Equipment.
  • Text Features: When applying a SMS/Text number the SMS address is no longer needed now you only need to apply the phone number.
    Note: After the SMS/Text number is applied and saved the Text Now button will no longer be greyed out if it is a valid number.
  • Text Template has been added to the Reminders page.
  • Employee record now includes the SMS/Text field.
  • The text character limitation has been increased from 165 characters to 320.
  • Job – Company Link: Added an image link next to the Company field on the Job Detail page. By selecting the image, the page will redirect to the Company Detail page.
  • Calendar Features: Added a Save Settings button to the Employee, Job, and Sub/Tech Calendar. This new function gives the ability for the end user to select their preferred configuration for that Calendar so when they navigate back to that schedule it is consistent.
    • Enhanced the details that display on the scheduled calendar event. Added the ability to add a Work Order from a Calendar Event, by double clicking on the Event.
  • XactAnalysis Integration:
    • Documents & Pictures now import from XactAnalysis back to the Job in Restoration Manager.
    • When a Document/Picture is uploaded to RM and Send to XA is selected the Document/Picture Title and Description are now being sent back to XactAnalysis.
  • Map Me – Added Sub/Techs: Modified the Map Me feature to now include Subs/Techs when the option is selected Jobs and Subs/Techs will display on the Map.
  • Documents & Pictures – Select all Photos: Added an option to Select all Photos that can be added into the Photo Report. Previously each picture needed to be selected.
  • Enhancement – View Jobs Page: Adjusted the width of the page and added two new filters; Employees and Company Resources.
  • New Lead Page – Locations: When Locations are applied to a Company and that Company is selected within the New Lead page the Locations drop-down will now display to select a Location. When the Location is selected from the drop-down the Location information will populate the Job Contact and Address within the Lead Entry page.
  • XWOW Button Description Adjustment: Adjusted the Review button description to Skip Budget.

Resolved:

  • Job Snapshot – Job Start & End Dates: When the Job Start and End were added or changed it would also change all Work Order schedules. This has been resolved.
  • Tasks – Not Sold: Jobs marked as Not Sold were applying Date Closed Tasks to the Job. This has been resolved.
  • Save & Add Copy: The below issues have been resolved.
  • The Date of Loss and Date Received should be copied from the existing job.
  • If a user double clicks the Save button, it will create two new jobs in the system.
  • When an XA Job is copied it is also the XA TRANS ID #
  • XWOW: The below issues have been resolved.
  • Decimals were applied to the end of assemblies.
  • XWOW Duplicated + Subs were appearing in the Sub/Tech drop-down menu when adding a Work Order.
  • Work Orders: Duplicate Work Orders created when the conflict message displayed and OK was selected. This has been resolved.
  • Task Templates – Sales Manager: Sales Manager missing from the Task Template assigned drop-down. This has been resolved.
  • Send Correspondence Page – Document Attachment: The document attachment description is missing from the display within the send Correspondence page. This has been resolved.
  • Accounting Reports – Overlapping Text: Accounting reports have overlapping text when in $ Millions. This has been resolved.
  • Scheduled Reports: Scheduled Reports not saving the correct parameters. This has been resolved.
  • Job Cost Detail Report: Column Headers were supposed to be applied to each page of the report, job age wasn’t displaying properly, along with a couple of terminology adjustments. This issues have been resolved.
  • Company Portal: Documents, Pictures and Correspondence were not displaying when the Show in Company Portal was selected. This has been resolved.
  • Employee Record: Updated By Logon ID wasn’t stamping, when the record was added or adjusted. This has been resolved.
  • Reset Password: Reset Password link not working when a there is a special character in the name. This has been resolved.
  • Calendar Export: The .ics calendar export is not respecting time zones. This has been resolved.
  • Work Order – Logo: Work Order Logos not displaying. This has been resolved.
  • Intuitive Mobile: The below issues have been resolved.
  • Sales Manager not respecting terminology changes.
  • Deleted Sub Categories displaying.
  • Adding new Company Contact required First & Last Name field.