ServicePower HUB Release 2.2.4
Release Date: May 30th, 2024
Here's a quick summary of the latest updates and enhancements we've delivered in 2.2.4. We also squashed some bugs and continue to improve the overall performance of ServicePower HUB.
Customer Database (New)
We are pleased to announce the Customer Database. This Customer Database provides a new way for service organizations manage their customer base, providing access to customer information in one place, accessible via the Customer option on the main navigation menu.
This new feature empowers users by centralizing customer data, enabling them to effortlessly manage, edit, and archive customer profiles. With streamlined accessibility, users can now efficiently create, edit, and locate customer records, enhancing overall workflow efficiency.
Key functionalities of the Customer Database include:
Customer Management: Seamlessly manage customer details such as addresses, key contacts, and customer notes.
Effortless Search Capabilities: Easily locate specific customers through advanced search functionality.
Interactive Mapping: Visualize customer locations with an integrated mapping feature.
Work Order History: Gain insights into past service engagements with detailed work order history.
Efficient Work Order Creation: Instantly generate new work orders directly from customer profiles.
Customer List
Customer Detail (1 of 2)
Customer Detail (2 of 2)
Advance Work Order Search Capability (Improved)
We are excited to introduce our an easier way to search for work orders via the Advanced Work Order Search capability! You are now able to search and filter work orders via the following:
Work Order
Work Order Number
Status
Network Job Status
Work Order Type
Source (Network)
Assigned Technician
Customer
Customer Name
Phone
City
State
ZIP
Date
Create Date (or date range)
Modified Date (or date range)
Scheduled Date (or date range)
Started Date (or date range)
Others
Forced Book
Claim Status
Office Name
Model
Brand
Work Order List - Display Advanced Search
Work Order List - Advanced Search Panel
Advanced Search - Work Order Panel
Advanced Search - Customer Panel
Advanced Search - Date Panel
Advanced Search - Other Panel
COD Invoice Created and COD Invoice Create Date Columns (New)
For Service Organizations running COD calls, we've added the COD Invoice Created (True/False) and COD Invoice Create Date columns that are available to add to the Work Order List.
Steps to Enable COD Invoice Created and COD Invoice Create Date Columns
COD Invoice Created and COD Invoice Create Date in Action
Audit Report Will Now Show User Who Made Changes (Improved)
User names will be available within the audit report when changes are made to ZIP code coverage. Additionally, when a user deletes a ZIP code, "Deleted" will no be displayed (previously was displaying "Updated"). User names and the delete operation, however, will not be available for historical changes (made prior to update).
Resolved an Issue with Tech Role Users (Fixed)
We resolved an issue where users having a technician role were not able to see their work orders within HUB.
Resolved COD Work Order Creation Usability Concerns (Fixed)
We resolved the following issues that were slowing some service organizations down in creating COD calls:
Selecting the suggested address will no longer require you to remove the last 4 digits of the ZIP code. Additionally, ServicePower HUB now supports 9 digit ZIP codes.
Adding the consumer's product before creating/selecting the customer will no longer be a problem.
Archived Line Items No Longer Show Up When Searching for Line Item to Add to Work Order (Fixed)
We resolved an issue where archived line items were wrongly showing up in the search box when adding a line item to a work order.
Technicians Can Now Be Assigned to a Group (Fixed)
We resolved an issue where technicians were not able to be assigned to a group.