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Version 9 Change Log
Here's where you'll find a list of changes (fixes, additions) for each release of our v9. If you have any questions about items, please email us!
9.40 | 9.41 | 9.42 | 9.44 | 9.45 | 9.46 | 9.47 | 9.48 | 9.49 | 9.51| 9.53 | 9.54 | 9.55 | 9.57 | 9.58
v9.58
General
- New Features:
- Added Export of parts to spreadsheet
- There is now a markup functionatlity to parts to allow for Gross Margin or markup based on cost
- Added import of costs from text files
- You can now sort order your User Defined Fields in the office
- Updates:
- The asset import now allows new records to go in with updates
- Peachtree Interface was automatically truncating the customer ID’s to 20, causing issues trying to invoice HindSite customers with more than 20 characters – fixed
- Taxes on estimates are now calculating correctly
- Jobs now count all the work orders that are actually attached to that job
v9.57
General
- New Features:
- Changed Simply Interface to run with Simply 2012 (must download Simply interface.exe)
- Added the ability to move all future recurring work orders when one in the chain is moved
- Added Job Validation
- Updates:
- Timesheets no longer show ":00" if decimal is selected
- Can now upload multiple attached files in the field
- Now able to cancel from work order maintenance
- Jobs with packages save the job with the work order
- Can alter Record ID's even when the person changing belongs to a division
- Color calendar based on service option now works when a customer has pending records
- Pulling pre-paid balances was causing an error because of insufficient authority in QB - Changed the error to just display in the "View Log" instead of getting an error in the program
- Work order is no longer marked as sent if it has an error when sending invoices
- Can now Re-order routes
Android
- New Features:
- GPS coordinates are now recorded when timing in/out
- Picture assessment questions are now available
- There is a new function to send down Completebackup.txt. Located under Tools > Options > Send Completebackup.txt
- Updates:
- A signature is no longer saved when no signature is entered when completing a work order
- On parts screen, when a list contains both categories and parts, scrolling down past the categories then scrolling back to the categories was causing the description of the category to be blanked out. –Fixed
v9.55
General
- New Features:
- Added bar code scanning to the asset list instead of on the entry screen
- QuickBooks option to send the message "Signature is available upon request"
- New field on the customer screen to display the amount of pre-paid dollars that have not been used yet
- Quarterly and Semi-Annual are now available in Maintenance billing
- Now allow field created work orders for the same service and customer to remove a pending for that same customer and service
- New option for Mass Scheduling so duplicate work orders will not be created
- Option to allow mass scheduled work orders to automatically associate with jobs
- Option on mass scheduling to use different times from history or User Defined Fields
- Updates:
- When mapping contacts, the pins now show up even if you have cancelled pending work orders
- The monthly calendar view no longer has errors when there are users in a department
- Price levels for work orders created in the field now work
- Can now move work orders with a price override
- The "Blue" days no longer override the "Green" days when using Map Code and Distance
Android
- New Features:
- From now on when you add canned remarks, if you click on remarks you will stay on the remarks list instead of going back to the remarks entry screen
- Updates:
- Message box is now displayed when editing material that was already sent to the office
- A message box now shows when resuming a paused work order while timed into another work order
- Message box displays a message to sync the device on the WO list screen when download_date.txt does not exist
- Canned remarks show remarks
- Parts show IDs when adding parts to work orders
- Parts added to a work order will not show if "show prices on the technician" are not enabled
v9.54
General
- New Features:
- Pending list screen now defaults all pending searches to be less than a selected proposed date
- Scheduling screen has a new drop down "More Options" button
- Option to add a price override in the office
- Cancel feature for the work order list
- Ability to assign a sales rep to a work order
- Option now available for users who log in to not allow users to delete work orders
- Mass pending scheduling screen now has a Proposed Date option
- Updates:
- Editing the labor override for work orders now save the changes
- Job hours are pulling correctly
- The first estimates now transmit to the field
- Web field created work orders automatically process in the office
- Fixed Admin times asking to save way too much
- For QB Users, editing contacts will only ask to send to QB when you change a field that would be sent to QB
- Fixed UD fields from asking to save data when no data needed to be saved
- Field devices do not loop if there are active and inactive assessments with the same name
- Can save assets even when last data field has no data in it
- Parts can be imported from QB even if an old part has changed to a category
- Divisions on the schedule screen now work!
Android
- New Features:
- Signature box stretches to fit the device screen
- Button text sizes are more consistent
- Updates:
- Entering text in an assessment was using the previous assessment answer's text type and text length - fixed!
- Creating new work orders with an assigned contact now uses the assigned price level
- No longer need GPS for HindSite to open on devices
- IP address boxes on the WebySync Setup screen are now wider
- WebSync now timesout at 20 seconds when trying to connect to server
- Canned field remarks now show
- Routes are scheduled at midnight on the day the route is created. The time scheduled between each work order is 1 minute
- Pause button on Admin Times (Shop Time, Travel Time, and Lunch)
v9.53
General
- New Features:
- A monthly calendar
- There is now a 'Bill To Contact' feature for Peachtree accounting
- Updates:
- Price level types can now be changed
- Mapping flags no longer show up after they have been scheduled
- Print white board was not showing enough hours when times started around midnight - fixed
Android
- New Features:
- Updates:
- Device date formats different from MM/DD/YYYY now show on WOs on the work order list
- Vehicles no longer insert duplicate records when Webyncing
- Position of the list on the Contacts screen saves when you leave and come back
- Price levels now work for parts
- Can now WebSync when timed into an admin time
- Can edit WebSync Settings and the Tech ID without scrolling becoming disabled and are able to see OK button on the IP Address entry screen
- Can now refresh contacts from creating a new work order
- Ability to edit problem note on new WO
- Canadian addresses now direct to Google Maps
- Can finish work order even when "Hide Signature Screen" option is checked
v9.52
These aren't the droids you're looking for. Move along.
v9.51
- New Features:
- Attachements available for routes on HindSite Mobile
- New Billing method: Billing by Work Category
- Updates:
- Taxable line items updated
- Field created work orders now displaying properly with Driving & Arrive Time set up
v9.50
These aren't the droids you're looking for. Move along.
v9.49
- New Features:
- New service billing type: Meter Reading
- Extended QB line descriptions (for extensive notes that need to be on your invoices)
- Enhanced speed on the Schedule screen
- Number of work orders listed on each tech's column
- Updates:
- Swap Days correctly creates copies (not new work orders)
v9.48
- New Features:
- Ability to cancel a contacts search (for when you just can't wait)
- Map Code column added to Incomplete list
- E-mail edit tool added to Schedule screen (if Email is set up as one of the six custom display options, double-click on the word "E-Mail" to edit that contact's email, or click a button to compose a new message)
- Part prices can now be set by customer with "Price by UDF"
- Updates:
- Managers "PDA" now receives all user defined fields (the "More" button for each tech)
- Changes to a Service ID now correctly updates appropriate Billing Addresses
- Work Order list sorting was incorrect on right-hand columns, fixed
TOP
v9.47
- New Features:
- Added tool to rebuild database indexes during updates, designed to increase program speed
- Added ability to exclude months from recurring work orders
- Added option to see payroll hours per employee on field devices
- Added Snow Plow labor price overrides
- Updates:
- Mass Scheduling and Move Days now correctly include Bill To Contact
- Change ID function now correctly updates Bill To Contact
- Managers PDA feature was pulling other technicians' time records, then asking if a tech should be timed out, resulting in an out-of-place time-out record or an incomplete work order - fixed
TOP
v9.46
- New Features:
- "Bill to Contact" option creates a job in QuickBooks under the billed contact
- Mobile instances restricted: only one open at a time
- Profit Maxx customers can allow techs to change Location for a contact in the field
- New employee records have "Send to Field" as a default option
- Work Order Summaries now include all field comments for that WO#
- Updates:
- Websync removes data from mobile device when that employee is marked Inactive
- Sales Rep on contact records are added to the invoice
- Fixed the time out of all employees for Lunch
- Added more audit trails for tracking deleted field-created work orders
- Searching records by phone numbers fixed (problems with duplicates)
- Bill To field, previously not saving correctly when scheduling, is fixed
TOP
v9.45
- New Features:
- Bill To field added to Work Orders
- Phone number formatting w/out parens "()", to allow for automated smartphone dialing
- Updates:
- Peachtree interface now sends PO Numbers, Sales Rep, and Billing Address
- Entering time records in the office now restricted on records that have an existing Time In record: Only Time Out records are allowed to be added
TOP
v9.44
- New Features:
- Overtime payroll types added to services
- Tech comments can be sent to Simply Accounting invoices
- WO Summary Report shows all field remarks (for multiple copies of the same WO)
- Tech line items can now be created on Simply Accounting invoices
- Jobs option added to NOT bill associated WO's until Job is marked complete
- Time Summary Report now has gross margins for parts, labor
- Contact Name added to Incomplete WO List
- Updates:
- Multiple attached files (to contacts) fixed
- Changing default billing address for all properties when updating a management company fixed
- Simply Accounting invoice numbers tied to WO numbers fixed
- Peachtree contact update fixed
- Pausing Lunch occasionally causing errors, fixed
- QB Timsheets tied to service IDs updated
- Simply Accounting taxes updated
- Invoices now never show a line with a quantity & rate of zero (now = 1)
- Order of time records in summary reports updated
- Minimum Price vs. Override Price updated (Overrides, well, override)
- Lost triggers issue on Services fixed
TOP
v9.42
- New Features:
- Billing checks for work orders without time records, forces office attention (note: when you update any completed WO's without time records and "not invoiced" will convert)
- Added warning for changing a service on a series of WO's with the same number
- Timesheets option to not send customers (faster, shorter timesheets)
- Assessment grid controls with keyboard only (don't need mouse)
- Backup option added when running an update
- Daily option to only list assets for selected property (not mgmt company)
- Updates:
- Latitude/Longitude verification between customers improved
- "Bad Times" error message on Timesheets spanning midnight fixed
- Cancelled WO's no longer print from the Whiteboard (scheduling)
- Structure no longer uses PO Number as Invoice Number
- QuickBooks items imported do not overwrite cost, for non-inventory and service items
- Mobile will not display parts discounts if "Don't Show Dollars" is checked
TOP
v9.41
- New Features:
- Asset Maintenance has been added (beta)
TOP
v9.40
- This update requires you re-run the "HindSite Client.exe" program on computers running Windows Vista or XP.
- Updates:
- Going to History, through the contact record, while a contact was selected on the Schedule was switching the customer record. Fixed.
- The "Do you want to time out [Crew Name]" message that appeared even though no employees were timed in is fixed.
- Deleting a work order with survey records attached was throwing an error. Fixed.
- Estimates were not being sent when then QBFullname didn't mat the Cust ID. Fixed.
- Billing was not calculating trip charges if a user defined field tied to trip charge was empty. Fixed
- Billing errors with incorrect quantities whens ending invoices to QB. Fixed.
- New Features:
- The office program has been updated to require Microsoft .Net Framework 4. (This allows the development team greater control and flexibility in continuing to grow HindSite's program).
- Added a function to Asset to perform maintenance duties, and have assets drop from a work order list when completed.
- Added Job Name to the details on Mobile.
- Added Job Name to the summary report.
- Added Jobs to the Change Columns and searches in Work Order Maint.
- Improved the Canadian PDA Print.
TOP
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