You can now set a default document storage location in the new Document Storage Setup window. This new window is found in Service Management settings (Service Management > Module Setup > Document Storage Setup) and Job Cost settings (Job Cost > Job Cost Settings > Document Storage Setup).  See Setting the Default Document Storage Location (Optional).

• When Copy File, Attach File, or Copy To Database is set as the default storage location, this option is marked for your users in the Document Maintenance window when uploading an attachment, however, users can select a different option if needed. Previously, users would have to select the correct storage location with every uploaded attachment. users can change the storage location in Document Maintenance.
• When the default option is set to Cloud Storage, the storage location cannot be changed in the Document Maintenance window.

You can now add document attachments to the Master Contract window. The WSDOCS table has been updated to include a Master Contracts column and a folder has been added for master contracts. The paperclip icon displays to the right of the Master Contract lookup icon.

We've updated the Maintenance Contract Service Call report to be more space-efficient. The report now displays and prints in landscape mode.

The Contract Coverage Maintenance window has been updated with the following:

• We've added an Equipment ID/Type search field to the Contract Coverage Maintenance window for the Equipment at Location and Equipment Attached to the Contract sections. To clear either Search field, select the "x" to the right of the field to be cleared.
• We've replaced the Insert All and Remove All buttons with checkboxes in each scrolling window. You can mark all equipment by the checkbox to the right of the column titles. Then select Insert or Remove to remove the marked equipment.
• We've removed the pop-up messages. We felt these were redundant based on the selections that you've made for the checkboxes. For example, if you've marked to automatically add equipment components when inserting, the message stating that components were added no longer displays.

The Contract Coverage Maintenance window is accessed by going to Contract Maintenance > Coverage > Equipment. See /wiki/spaces/sms2024/pages/104829861.

We've added a new Service Call Costs window to view current unposted, committed, and actual costs and anticipated billable information in the Service Call Costs window. Margin information is shown; however, tax information is not included. This window also provides zoom capability for each cost category and cost type. This window is similar to the Invoice window, without the creation of an invoice. This window is not available if you are using SOP Invoicing. See Using the Service Call Costs Window.

Access the Service Call Costs window from the:

• Service Call window: Select the Call Costs button in the ribbon.

• Service Manager window:

  • Select the customer and location. Right-click on a service call in the scrolling window and select View Service Call Costs.

  • Select the customer and location. Select the History icon. In the Service Call Lookup by Customer window, right-click on a service call in the scrolling window, and select View Service Call Costs.

You can now view all jobs associated with the service location directly from the Service Manager window. We've added a new Jobs at Service Location window accessed by selecting the new Jobs icon displayed on the Service Manager window if the selected service location has at least one associated job. You can also access the Job Maintenance, Job Status, and Job Appointments windows from this new window. For more information, see /wiki/spaces/sms2024/pages/248774660.

You can now add a salesperson at the job level. The Salesperson field has been added to the Job Maintenance window. When added at the job level, this overrides the salesperson added at the customer level. The Salesperson field has also been added to the Job History window.

If the salesperson field is left blank at the job level in the Job Maintenance window, the salesperson for a new job invoice defaults to the one listed under the Bill To Customer. (This is current functionality.)

You can now view the Job History Status by Period view from the Job History window. We've added a Status By Period button that displays in the ribbon. In the Job History Status by Period window, you can view the status of a job by fiscal period for historical (closed) jobs. You can view job status for posted costs and forecasted costs. Open and closed periods are included.

Users can now print the Job Bill Codes report from the Job Status window. The Job Bill Code report option is available if the job displayed in the window is a bill code type job. See /wiki/spaces/sms2024/pages/104802199. 

The TimeTrack Time Card Entry window has been updated to add zoom capabilities to the following fields:

• Employee ID
• Job Number
• Cost Code Number
• Pay Code
• Shift Code