September 5, 2008
Dear Valued Customer,
Just a friendly reminder, your company has chosen to host the
Punchlist Manager NET database on your company server. We want to
ensure you have all the latest features and fixes available. If
you've already updated to our latest version we apologize for this
reminder. However, if the appointment still needs to be made please
contact us today to schedule this very important upgrade!
Please contact one of our trainers listed to setup an appointment
to be upgraded:
Debra LaBrosse at deb@servicesoftwareinc.com or call (608) 244-1048
Dawn Bryant at dawn@servicesoftwareinc.com or call (219) 364-0392
Here's a list of what you're missing out on:
New Features and Enhancements:
- Projects screen – added Primary and Secondary Contacts
including their titles, Tasks and Correspondence. Contacts/Titles
follow through to the Job Detail screen
- Project screen indicators – Two (2) asterisks will show if
there has been information added to contacts, setup, vendors,
tasks, and correspondence, plus Primary Contact information
displays on the top of the Project Detail screen
- Job screen Red Flag – added Zoom button
- Job screen indicators – Two (2) asterisks will show if there
has been information added to Contacts, Lists, Schedule, Task,
Plan, Vendor, Correspondence, Document and Quality Process
- Job screen Custom Fields – Once the terminology for a custom
field is entered this field will be permanently displayed on the
screen and will print with the Job information on work orders
- Custom Fields settings – Added the ability to select how many
custom fields you would like to view.
- Job Contacts – Individual Contacts, Email/Mail merge button
improved
- Job Correspondence – Filter added to enable selection of
Email, Phone, Fax, Letter, etc.
- Reports - Added Hot Sheet 3 Report which allows Users to
change report title terminology at Site level.
- Reports - Added Signature capture. Viewable on the List Detail
screen and prints on the following: Work Order and List Summary
Report.
- Reports – Added Vendor Correspondence Report (detail and
Summary)
- Vendor Aging Report – Added ability to select by List type and
Project
- Quality Process Inspection Report – Added Quality Process
Detail Report which gives you the ability to show the detail of
the actual walk
- Quality Process Summary Report – Added which summarizes the
details
- Work Orders Overdue Report – Added, similar to a Hot Sheet
report but can be sorted by Days Overdue, Vendor, Address,
Contact, or Lot #.
- Main Vendor screen – Added column to display Vendor insurance
status
- Vendor Insurance screen – significant additions/improvements,
including ability to specify limit amounts
- Vendor screen – Added Tasks and Correspondence along with
filter ability
- Vendor screen indicators – Two (2) asterisks will show if
there has been information added to employees, insurance, billing,
tasks, and correspondence plus pertinent/primary information
displays at the top of the Vendor Detail screen
- Added floor plan name to Data Export on Jobs and Items under
Utilities
- Job Portal, allow Site specific text above the request text
box
Bug Fixes:
- When saving Vendor Insurance information produced an error
- Job Detail report does not show custom fields if a large
criteria is selected. They only show up if you use specific
addresses, ID's, etc. as long as it was not large criteria
- Send by Vendor or Print by Vendor work order does not print or
send, when more than 5 works orders are selected.
- Add the sign off date to all list summary, item detail, and
quality process report (this is the date associated with the
signature capture).
- Utilities Mail Merge - Vendors, you cannot perform a mail
merge.
- The drop down on report criteria for several reports shows
deleted and inactive determinations.
- Item detail - Email - At the email page, it is picking the
wrong Email address for customer
- On data Export and Mail Merge you cannot select an individual
lot/block on Data Export - Work Orders.
- On the Job Portal when printing open or closed requests, the
report displays the text for customer request twice.
- The CC function on Send on Sync, Send WO from .NET and SEND
from List management does not work properly.
- Close on the list detail, when the customer hits close w/o a
close date it displays an error message.
- Vendor Aging Report not calculating correct Item Age
- Jobs screen – Save & Add Copy button not working properly
- Adjust time stamp on vendor portal to equal the time zone
settings at site level.
- Mobile Send on Sync, sort Work Orders by item number
- Customer Name/Address from Site level not displaying properly
on dashboard, portal, logo's, etc.
- Job custom fields not displaying properly.
- Vendor selection with criteria and data criteria on item data
export.
- Save as New button on Mail Merge Template not functioning
properly.
Thank you for being a valued customer.
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