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765We've added a Notify column to the Appointment History window. The Notify Image Removedicon displays if the customer has been notified of the appointment change
Case #Description
SCHED-

Geocoding for technician starting locations and service locations has been enhanced to provide greater flexibility in address field selection for geocoding, improved error messaging, and now also provides access to non-administrative users. This new Geocoding window is accessed using the Hamburger menu Image Removed icon.

Role based permissions will now control the ability of the user to access the geocoding features. The Administrator role will be updated to automatically include these permissions, however the permissions must be manually added to other roles. This will allow a non-administrator role to perform the daily update of technician starting locations for routing purposes. It will also allow a non-administrator role to perform geocoding for new Service Locations, as they are continually added to Signature Service Management. For detailed information, see Geocoding Service Locations and Technician Locations in the Schedule 4.5 User Guide.

The Administrative Setup window still has these options available for administrators to process, if necessary.

SCHED-793When using the Job Panel, users can now view and search by the division assigned to a job.
SCHED-849A K2A Service Library event log has been added to the Windows Event Viewer. Access the Windows Event Viewer to view a log of application and system messages, including errors, information messages, and warnings that may have occurred with the K2A Service Library. In the event viewer, expand Applications and Service Logs and then select K2A Service Library.
SCHED-882We've updated the Required Purchase Order functionality to check the Bill To Location when the Bill To Location is different than the Service Location. If the Bill To Location has Purchase Order Required marked in Signature, then the Customer PO field is required in the Service Call window for all call types other than MC or MCC.
SCHED-883Users can now export the results after performing a search using the Find feature on the Schedule Board and the Customer Hub. When opening the Excel export file, if you are prompted to Enable Editing, select Yes to view all the column headers. Users have the option to select and export one row or export all rows.
SCHED-885

We've added a Refresh Image Removed icon to the Resources section on the schedule board that refreshes just the Resource section.

SCHED-904In Administration Settings, an Integrations tab has been added for setting up the XOi Integration to be used with the XOi Deep Linking feature available in MobileTech 8.0. See Setting up XOi Integration for more information.
SCHED-920In the New Service Call window, the Job lookup icon now opens a Job Lookup window that allows for filtering and sorting as well as having paging and scrolling functionality.
SCHED-924

You can now add additional data to the Unscheduled Grid on the Schedule Board. For instructions on adding columns, see the Schedule Configuration.

Unscheduled grid column list additions:
• Contract
• Contract Sequence
• SV Call Source,
• SV Call Source Description
• Service Call Creation Date

SCHED-998The Service Appointment context menu has been updated to include View Bill To Location when the service call has different Bill To values. When selected, the Customer Hub opens to that entity.
SCHED-1002When selecting View Customer Details, View Location Details, or View Bill To Location Details from the right-click menu on an appointment on the schedule board, the Customer Hub opens with the appropriate row highlighted. Select the row to drop down the details window. The View Bill To Location displays if the Bill To Location is different than the Service Location.
SCHED-1050244Users can now manually enter a service call ID when creating a new service call from the Customer Hub if the Signature Service Call ID setup window is set to Option 1 User enters Service Call ID.
SCHED-646If you have your Resources filtered to only display one Technician Team on the Schedule Resource grid, when you open the Appointment Wizard and select to create appointments for a Technician Team, the Team field will default to the filtered team. If you have more than one technician team displayed, you will need to manually select the appropriate team.

SCHED-837

Schedule is now integrated with the Building Optimization Broker’s Service Request Management module.  New role-based security in Schedule administration can enable a Schedule user to view and act upon new Service Requests to either accept or decline those requests.   Accepting a request will initiate the new service call form, with information defaulted from the linked Signature customer, location, equipment, and contact (optional). The number of service requests that have been created in Building Optimization Broker and available to be processed in Schedule is indicated on the Schedule menu bar to the right of the Service Requests button. This number is updated when Schedule auto-refreshes, which is based on the Time Period set up in Global Options Settings. For information on working with service requests from Building Optimization Broker, see Processing Service Requests from Building Optimization Broker.

See Building Optimization Broker Settings for setting up the integration in Schedule.

Note

The Administrator role has Building Optimization permissions automatically set to View, Edit, and Delete. For any other role, you will need to manually set these permissions.

SCHED-944Users now have the ability in Schedule Configuration to add a default appointment status for manually created new appointments. (Settings > Configuration)
SCHED-1104The On/Off toggle buttons in the Notes window have been updated so that they are more noticeable.