Drag Routes To Calendar
When a route occurrence is dragged onto the same date and crew as an existing timesheet the occurrence will be added to the timesheet. There is now also a filter on the scheduling queue to show only work orders or route occurrences.
Enhancement to T&M Functionality
Services charged based on Time & Material can now be added to estimates as included in contract. They will appear in a new Included Time & Material section on the services tab and on proposals. The price of Time & Material services will be excluded from periodic payments and prepayment % discounts will not apply. The number of visits specified for the Time & Material service will be created when the estimate is won. Maximum visits will not apply allowing creation of additional work orders via the job's contract or visit tabs or through routing. Since a recurring frequency can be set for these services on the estimate it is possible to route them alongside services charged per visit on weekly, biweekly, and monthly routes.
Account Type has been added as a filter and/or grouping to several job cost and job profitability reports and to the maintenance service and visit reports. Several references to "customer" in reports have been changed to "account" to improve consistency, most notably the Customer List is now known as the Account List.