User’s Admin settings now includes Tech Settings. This will show up if a User has a Technician role assigned. In the Roles section of a User record, you can manage the Technician’s settings such as the Coverage Radius. Learn more…

We improved the way lists display information. For example, we improved the way names are shown. They will now be listed in the following format: Last Name, First Name. Also, phone numbers will now be formatted to: (XXX) XXX-XXXX.

We fixed a bug that was causing issues and not showing the correct Monitoring Plans.

We had an issue on the Customer List where the filtering by Install Date was not working properly, but that has been fixed.

We fixed a bug that was causing issues and not filtering Users by Technicians when it was supposed to only show Technicians.

We have added several helpful cards on the Customer Dashboard. The purpose of the Customer Dashboard is to show an at-a-glance summary of the customer record with interactive cards. You will be able to edit/update data directly on some cards or go to that section of the customer record with one click. Learn more…

We have updated V3 to auto-fill the city, state, and county after the zip code is entered.

We added the Sales Rep field in the Create Customer Wizard Order step to avoid any issues with shelling an account with ADT.

We made sure all fields needed to shell an ADT account are indicated as required in the Create Customer Wizard.

We have fixed a bug that was not listing appointments in order of occurrence.

DocuSign for V3 is now ready to be used. We improved the UI to provide a better user experience for users. Learn more…

New for V3 we have implemented Scheduling Profiles. Scheduling Profiles will filter the technicians available for appointment by factors such as location and availability. Learn more…

Using Scheduling profiles, you can now select Slot Scheduler when setting up an appointment. Slot scheduling allows you to select a date and time slot for an appointment. The system will then find the available technician and assign that technician to the appointment. Learn how…

Customer Warnings can now be seen at the top of every customer record page. Learn how…

We have made some improvements to our Create Customer Wizard including adding a Back button to every step of the wizard.

We have added pagination to the customer list. You can now easily navigate from first to last page and anywhere in between.

A few things in the Create Customer Wizard were not working the way they were meant to, so we fixed those.