ServiceView

Updates for ServiceView 2.1.0

We have add a day view for the calendar to allow you to readily see how your day is laid out.

We have updated how advanced pricing is handled for quotes.

This update includes new EPN libraries.

Updated PDF generation to replace tab characters.

This version of ServiceView includes many new features and enhancements.

At the launch of the app, toggle into a brand new single-month calendar view.

Prior to starting an appointment, stay up to date with best practices by opening the new resources section in the menu to read documents, listen to audio clips, or watch video content developed to share best practices.

Open Notifications, found in the navigation bar, to see alerts relating to appointments, as well as network messages sent from the team at Supportworks.

Within appointments, utilize the integrations with 3rd-Party drawing apps to add professional drawings to proposals. Also, utilize the new PolyLevel pricing features or add custom uploaded imagery to the payments screen (e.g. QR code).

There were also several styling changes and other incremental enhancements that were added in this version.

We updated the login sequence for non-SF users and changed how missing resources are handled.

In this version, ServiceView has taken on a transformation! ServiceView has received a design overhaul to a familiar look and feel as the other View Suite apps. This includes an updated calendar and navigation. It also includes brand new features including a product calculators, user dashboard, company directory, and the ability to add a company About Us video to the Company Credentials page. For full release notes, visit the Hub.

We've added market segments to appointments, added events to the calendar, made some updates to the payment entry, modified the PDF generation, updated solutions to not show if they have been turned off in the backend.

Update for checklist PDF generation.

This update includes the feedback feature that allows you to provide feedback on projects. It also allows time tracking, has changes to the generated documents, allows custom products, and allows multiple options with products included/not included.

We have made improvements to attaching photos, generating PDFs, feedback on upload, easier calendar refreshing, and in general performance improvements and bug fixes.

This now supports collecting credit card payments using a 3rd party service.