The new TaskWise Alert Manager portal includes the following enhancements:
The Wire Transfer in AP now allows you to enter a wire transfer prepaid in the 'AP - Enter Bills' portal. The attached documentation provides details on this new feature and how to best use it for you business.
The Technician Installer Portal now provides technicians a simpler way of doing installation work by using a phone (or tablet) browser to:
· View scheduled install work
· See what items are to be installed
· Record when they start/stop work on a service order
· Capture a customer signature
· Update finish status for a service order (including entering notes if needed)
This portal is a subset of the SouthWare Mobile Tech portal and doesn’t allow any data entry except for signature and finish status/notes. It is designed to be easily usable on the smaller screen of a phone.
When viewing SO History from the Remote Tech portal a new tab allows you to add or view Notes.