SP Mobile release notes

 

Version 1.2

 

02/14/17  v1.2, Build 25.

 

·         Add the ability for a tech to indicate that a work order is not complete, and needs to be scheduled for further work.  If a default “Incomplete” status has been provided in the ServicePoint control information, implement a popup window in the mobile app upon saving completed labor that asks “Is this work order complete?”.  If Yes is selected, the work order status is changed to the default Complete status.  If No is selected, the work order status is set to the control file value for Incomplete.  (Incomplete, Needs to be rescheduled, etc)

·         Honor the flag set in the ServicePoint desktop Control Information, “Suppress WO item lookup”.  If this option is set, adding a new part used line in the mobile app will not automatically open the inventory item lookup window.  This facilitates the use of an integrated barcode scanner to enter a part number, or allows entering of the item number directly via keyboard.

·         Added the user-defined work order profile fields to the WO Summary display.

 

11/11/16  v1.2, Build 24.

 

·         Added the following keywords to the available fields to print in the user configurable html format emails and work order printable screen.   A full list of available keywords is available in the files WorkOrderLayout.Default.html and EmailBodyLayout.Default.html.

o   #EQPTASKNAME#, #EQPMODEL#, #EQPSERIAL#, #EQPDESC1#, #EQPDESC2#, #EQPLOCATION#, #EQPINSTALLDATE# will include the respective equipment information from the corresponding work order task record.

 

11/11/16  v1.2, Build 24.

 

·         Added the following keywords to the available fields to print in the user configurable html format emails and work order printable screen.   A full list of available keywords is available in the files WorkOrderLayout.Default.html and EmailBodyLayout.Default.html.

o   #EQPTASKNAME#, #EQPMODEL#, #EQPSERIAL#, #EQPDESC1#, #EQPDESC2#, #EQPLOCATION#, #EQPINSTALLDATE# will include the respective equipment information from the corresponding work order task record.

 

10/19/16  v1.2, Build 23.

 

·         Add a new button to both the Notes entry screen and the note window within the Labor entry screen to allow the import of a ServicePoint predefined note into the text being entered.  Clicking on the button (shown below) will open a list of existing predefined notes from which to choose.

·         Allow for preceding or trailing spaces when validating an entered email address during the emailing of a ticket in the summary screen.

·         Correct the formatting of notes when creating html work order and email pages.  Replace line feeds to create newline breaks where needed.

·         Preserve formatting of notes (both work order and labor) with regard to typed spacing when embedding in the html work order and email documents.

 

10/04/16  v1.2, Build 22.

 

·         Added the following keywords to the available fields to print in the user configurable html format emails and work order printable screen.   A full list of available keywords is available in the files WorkOrderLayout.Default.html and EmailBodyLayout.Default.html.

o   #LABORNOPRICE#, #PARTSNOPRICE#, #MISCCHGSNOPRICE#  includes the corresponding work order detail lines without any pricing information

o   #LABORWITHNOTES#, # LABORWITHNOTES NOPRICE#  includes the labor lines detail with notes, with and without pricing information, respectively.

o   #SVCADDRID# prints the ServicePoint service address ID specified on the work order.

o   #WOCONTACT#, #WOPHONE# retrieves the contact person and phone number entered into the work order General Info tab.

o   #SITECONTACT1#, #SITECONTACT2#, #SITEPHONE1#, #SITEPHONE2#, #SITEEMAIL1#, #SITEEMAIL2# will include the respective contact information from the corresponding ServicePoint service address.

o   #CUSTCONTACT1#, #CUSTCONTACT2#, #CUSTPHONE1#, #CUSTPHONE2#, #CUSTEMAIL1#, #CUSTEMAIL2# will include the respective contact information from the corresponding customer record.

 

10/04/16  v1.2, Build 22.

 

·         Added the following keywords to the available fields to print in the user configurable html format emails and work order printable screen.   A full list of available keywords is available in the files WorkOrderLayout.Default.html and EmailBodyLayout.Default.html.

o   #LABORNOPRICE#, #PARTSNOPRICE#, #MISCCHGSNOPRICE#  includes the corresponding work order detail lines without any pricing information

o   #LABORWITHNOTES#, # LABORWITHNOTES NOPRICE#  includes the labor lines detail with notes, with and without pricing information, respectively.

o   #SVCADDRID# prints the ServicePoint service address ID specified on the work order.

o   #WOCONTACT#, #WOPHONE# retrieves the contact person and phone number entered into the work order General Info tab.

o   #STRSITECONTACT1#, #STRSITECONTACT2#, #STRSITEPHONE1#, #STRSITEPHONE2#, #STRSITEEMAIL1#, #STRSITEEMAIL2# will include the respective contact information from the corresponding ServicePoint service address.

o   #STRSITECONTACT1#, #STRSITECONTACT2#, #STRSITEPHONE1#, #STRSITEPHONE2#, #STRSITEEMAIL1#, #STRSITEEMAIL2# will include the respective contact information from the corresponding customer record.

 

08/23/16  v1.2, Build 21.

 

·         Updated the calculation routines for labor “hours to bill” to include ServicePoint invoicing code options for Minimum labor time and Labor time increment.

 

08/10/16  v1.2, Build 20.

 

·         Added the ability to define multiple companies for the mobile app.  To set up more than one available company for login, add the following lines to the web.config file, supplying the physical SQL database names for each company file.  Up to five companies may be defined.  The key “DBName” already exists in prior versions, and is the company to which the SP Mobile is registered

<add key="DBName" value="DEMOCOMP" />

<add key="DBName2" value="DEMOCOMPTWO" />

<add key="DBName3" value="PRACTICEDB" />

<add key="DBName4" value="" />

<add key="DBName5" value="" />

·         Added the following keywords to the available fields to print in the user configurable html format emails and work order printable screen.

o   #TOTALCHGS# will print the calculated tax amount for the work order and the total charges in a formatted table.

o   #SIGIMAGE# will include the customer signature graphic image, along with the printed name and the capture date and time.

o   #WONOTES# will include the work order notes flagged to “Print on the work order form”.

·         Updated the routine that validates an email address when emailing a ticket to the work order customer.  Previously, some emails could fail the validation process and were incorrectly flagged as unacceptable.

 

07/20/16  v1.2, Build 19.

 

·         Added a new button on the work order details screen to open a new window, displaying a user-formatted html representation of work order data.  This screen can be used to display needed information to the technician that may not be provided by our standard screens.  It can also be used to print a formatted document by using the browser’s print function, as there is no other header or navigation data included.

·         Allow user defined layout of the work order form when using the new “Display WO Form” button.  To customize the format, make a copy of the file “WorkOrderLayout.Default.hml”, located in the web site directory and name it “WorkOrderLayout.hml”.  This html file can be edited to contain the fields, text, and layout components desired.  This edited file will override the default layout provided.

·         Ensure that the font size within the popup inventory lookup windows is scaled to allow the lookup window to fit within a phone’s viewport.  In particular, iPhone devices had a problem in prior versions.

 

07/13/16  v1.2, Build 18.

 

·         Capture customer signature graphic into the SP database as a jpg binary to facilitate viewing in the ServicePoint desktop application and printing on Crystal Reports forms (Invoices and other reports).  The ServicePoint desktop application must be at least version 9.3, build 226 to ensure proper database compatibility.

 

06/30/16  v1.2, Build 17.

 

·         Correction to error that could occur on the Summary page if labor exists, but no labor rate has been assigned.

 

06/15/16  v1.2, Build 16.

 

·         Added tax calculation to the Summary screen total charges display.  Use the tax calculation rules in place in the accounting system interface.

·         Properly calculate labor charges in the Summary screen, allowing for the time covered by the flat charge in a work order task’s invoicing code.

·         Correct issue that would not allow proper login immediately after a user’s session timed out.

·         Updated button graphics for calling a customer site and for getting navigation direction to a service address from the work order Details screen.

 

06/10/16  v1.2, Build 15.

 

·         Added a “Call” button on the work order detail page.  Touching the call button will open the default dialer application on a device, preloaded with the work order contact phone number.

·         Correction, allowing a user to immediately log back in after logging out due to a time-out, or after using the Logout button.  Previously, a database connection error could occur.

·         Added the work order Priority field to the work order detail page.

·         Enhanced button graphics throughout.

 

04/25/16  v1.2, Build 14.

 

·         The email ticket function has been changed to use new email server setup information in ServicePoint version 9.3, build 222, rather than AppSettings strings in the web.config file.  A new tab has been added to the ServicePoint desktop software under Setup / Control Information.  The tab “Email setup” allows entry and testing of the smtp email server parameters.  The ServicePoint desktop application must be at least version 9.3, build 222 for emails to work with this version of SP Mobile.

·         A CC email address option has been added to the Email Ticket function.  The company CC address, if specified in the ServicePoint desktop control information, will be used to send a copy of the emailed ticket to the entered email address

 

04/07/16  v1.2, Build 13.

 

·         Allow user defined layout of the email format sent when emailing a ticket from the work order summary screen.  To customize the format, make a copy of the file “EmailBodyLayout.Default.hml” and name it “EmailBodyLayout.hml”.  This html file can be edited to contain the fields, text, and layout components desired.

·         Added an “Edit” button to the tasks in the grid on the work order detail page.  A popup window will allow the tech to record corrections to the task name, model, serial #, description of the equipment being serviced, and the task Service code.

·         Disallow a logged in technician from having the option to see work orders that are unassigned if the tech setup specifies that they may not see other tech’s work orders.

·         Correction to the routine that determines default work order status when a labor line is changed.  Previously, the default “Completed” status might not be set when all labor is complete.

 

03/03/16  v1.2, Build 12.

 

·         Set the initially displayed work order list date range to only the current date upon login to the remote app.

·         Limit the displayed inventory items in the lookup windows of the parts entry screen to those that are stocked in the logged-in technician’s default inventory location, if one has been specified in the ServicePoint service tech setup.

 

02/02/16  v1.2, Build 11.

 

·         Added option to email a receipt/ticket to the customer from the work order Summary page.  Additional setup in the web.config is necessary to use this functionality (see install document for details)  NOTE: The web.config email setup fields are no longer in use as of build 14 of SP Mobile.  The desktop version of ServicePoint now contains smtp setup data in Control Information.

 

01/05/16  v1.2, Build 10.

 

·         Save the entered date range entered for display in the work order list for later use in the session.  If a user returns to the list without logging out, any previously entered date constraints will be preserved.

·         Apply CounterPoint pricing logic when adding parts used.  This includes customer specific pricing, qty breaks, discounts, contract pricing, promotional pricing, sales, etc.

·         Added demonstration limitations:

o   Date range for the work order list must end one month prior to the current date (or earlier)

o   Max of 2 labor records may be logged for a work order task

o   Max of 3 part records may be logged for a work order task

o   Max of 2 notes may be logged for a work order

 

09/30/15  v1.2, Build 9.

 

·         Updated permissions on some of the components of the Ajax toolkit distributed with the mobile application.  This corrects login issues that were occurring at some locations

·         Changed handling of the option buttons for selection of the type of work orders displayed in the WO list, and also for the labor type.  Previously, option buttons were not processed properly in Internet Explorer 11.

·         Add a new configuration option to allow a site to specify an alternative top banner image name.  This will alleviate the issue of SPMobile updates overwriting the site image file.  The key is entered as in the example below, anywhere within the appSettings area of the web.config file.  The key name is “BannerImage”, and the name is the name of your local image file, including the extension.

  <appSettings>

        <add key="BannerImage" value="MyImageName.jpg"/>

  </appSettings>

If no image is desired, setting the value to "none" will remove the image from all pages.

 

07/20/15  v1.2, Build 8.

 

·         Set the "generate usage" flag to “Y” for newly entered labor lines.

·         Limit a remote technician from seeing work orders assigned to others, based on a setup checkbox within the Service Tech setup function within the ServicePoint desktop application.  If a tech is not designated to see others’ work orders, the option to see “All work orders” will not be shown in the work order list, and only the logged in technician labor records will be shown in the work order labor function in the mobile app.

·         Disable the “Clock in” button on the labor entry screen for labor records that have a start date/time, and the “Clock out” button for those that have a stop date/time.

·         When the labor screen is invoked, highlight and display the latest labor entry instead of the first.

 

01/20/15  v1.2, Build 7.

 

·         Force a manually keyed inventory item or location to be uppercase.

·         Added a starting and ending scheduled date range to the work order list

·         Font and layout changes to accommodate smaller screen legibility

·         Changes to allow running under server “medium trust” level.  Formerly, the web app required
“full trust” to function properly.

 

09/19/14  v1.2, Build 6.

 

·         Process the “Map” button as a browser popup request to Google maps.  This will allow directions and navigation while the work order details window is still open.  For Android devices, this will allow a choice to open in a new browser tab or in the Maps app.

 

08/20/14  v1.2, Build 5.

 

·         Added a scheduled date and time to the work order list display

·         Allow the pressing of the Enter key while in the item lookup search window to act like the "Search" button has been clicked.  This allows the user to enter search criteria and the press enter.

·         Auto expand the work order notes entry text box to fit the browser size/orientation

 

05/26/14  v1.2, Build 4.

 

·         Add indication on the labor note button to alert user of the existence of a note.  If a note does not exist for a labor row, the button reads “Add note”.  If a note is already attached to the labor, the button will read “Edit note”.

·         Correction to the note saving procedures for both Labor and Work order notes.  Correctly process the existence of an apostrophe character in the note text. Formerly an error could occur.

·         Improved logout procedure to ensure that the user’s session is released, becoming available for others.

 

03/11/14  v1.2, Build 3.

 

·         Added the ability to enter labor notes via a button on the labor detail screen.

·         Move signatures from the work order notes table to the new sig_data table.

·         This version of the web app requires ServicePoint version 9.3, Build 166 for database changes, including the new WORK_ORDER_SIGNATURES table

 

03/5/14  v1.2, Build 2.

 

·         Remove duplicate lines in the work order list grid due to multiple labor records on a work order

·         Introduce a user-definable timeout value to automatically warn, and then log a user out of a web session.

·         Allow user-sizable top banner graphic to be displayed via the TopBannerImage.jpg file.

 

03/5/14  v1.2, Build 1.

 

·         Layout changes to utilize viewport settings more efficiently.  Optimize for mobile devices with smaller screens.